Current jobs related to Financial Services Representative - Frisco, Texas - Scott Samuel - State Farm Agent

  • Financial Services Representative

    7 days ago

    Frisco, Texas, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and branch sales goals as well as customer...

  • Financial Services Representative

    2 weeks ago

    Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    ROLE DESCRIPTION:As a Financial Representative with Scott Samuel - State Farm Agent, you will successfully market financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an...

  • Financial Services Professional

    2 weeks ago

    Frisco, Texas, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Farmers Bank and Trust offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Access to a comprehensive menu of financial servicesOpportunity to...

  • Financial Services Professional

    2 weeks ago

    Frisco, Texas, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Farmers Bank and Trust offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Access to a comprehensive menu of financial servicesOpportunity to...

  • Financial Services Professional

    2 weeks ago

    Frisco, Texas, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Farmers Bank and TrustAs a Financial Advisor associated with LPL Financial, you will join the Investment Program at Farmers Bank and Trust in Prosper, TX. This role offers a unique opportunity to grow your career and business, helping individuals and families achieve their financial goals.Key Responsibilities:Service an...

  • Financial Services Professional

    2 weeks ago

    Frisco, Texas, United States Modern Woodmen Full time

    About the RoleAs a Financial Services Associate at Modern Woodmen, you will have the opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. This role offers a chance to make a positive impact on the world through volunteer efforts and community support.Key ResponsibilitiesWork with...

  • Insurance and Financial Services Representative

    2 weeks ago

    Frisco, Texas, United States Rafael Parker - State Farm Agent Full time

    As a key member of our team, you will play a vital role in helping our customers achieve their financial goals. You will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and providing personalized solutions to meet those needs.Responsibilities include:Establishing and maintaining customer...

  • Consumer Loan Sales Representative

    7 days ago

    Frisco, Texas, United States OneMain Financial Full time

    At OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to make informed decisions about their financial futures.Key Responsibilities:Deliver exceptional customer service and build strong relationships with customers...

  • Financial Services Career Opportunity

    1 week ago

    Frisco, Texas, United States PFS - Frisco, TX Full time

    About the JobWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at PFS - Frisco, TX.No prior experience is necessary, as we provide comprehensive training to the right candidate.This is a fully remote position, ideal for stay-at-home career seekers who want to grow with our company.We cover all required...

  • Insurance and Financial Services Representative

    2 weeks ago

    Frisco, Texas, United States Gene Wolfgram - State Farm Agent Full time

    Responsive RecruiterAre you a motivated and customer-focused individual looking for a career opportunity? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect fit for you.Position OverviewAs a State Farm Agent Team Member, you will play a key role in helping our customers achieve their goals and protecting...

  • Financial Services Specialist

    2 weeks ago

    Frisco, Texas, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include offering a full range of personal financial counseling services to military service members and their families at military installations. These services include education and counseling addressing financial services that may...

  • Physician Services AR Representative IV

    7 days ago

    Frisco, Texas, United States Conifer Physician Services Full time

    Job SummaryThe Physician Services AR Representative IV plays a crucial role in pursuing reimbursement of services rendered and achieving accounts receivable resolution. This position is responsible for working through open accounts receivables (denials and delinquent accounts) by actively calling payer organizations or utilizing web-based connectivity.Key...

  • Financial Services Professional

    4 weeks ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Financial Advisor Job DescriptionWe are seeking a skilled Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and objectives.Key Responsibilities:Determine clients' financial situations, goals, and objectives to develop personalized...

  • Customer Service Representative

    2 weeks ago

    Frisco, Texas, United States Amica Insurance Full time

    Join Amica Insurance as a Customer Service Representative in our Dallas Regional Office. We're seeking a skilled professional to assist customers with our claims process related to total losses. This role involves providing exceptional customer service, processing letters, and issuing payments to insureds, claimants, and vendors. Responsibilities include: *...

  • Financial Services Professional

    2 weeks ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Financial Advisor Job DescriptionWe are seeking a skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Determine clients' financial situations, goals, and objectives to develop...

  • Financial Services Professional

    4 weeks ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.About the RoleThe ideal candidate will have a strong understanding of financial...

  • Patient Service Center Representative II

    2 weeks ago

    Frisco, Texas, United States Conifer Revenue Cycle Solutions Full time

    Job SummaryThe Patient Service Center Representative II plays a critical role in creating a positive patient experience by accurately and efficiently handling day-to-day operations related to financial clearance and scheduling. This includes adherence to department policies and procedures, as well as a thorough understanding of assigned functions.Key...

  • Personal Financial Services Specialist

    7 days ago

    Frisco, Texas, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive financial counseling services to military service members and their families. The services encompass education and counseling addressing various financial aspects, including one-on-one counseling,...

  • Financial Consultant

    2 months ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial Services AssociateAre you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to establish a career in the finance sector. Our comprehensive training program cultivates exceptional Registered Representatives who are dedicated to building enduring...

  • Patient Service Center Representative II

    2 weeks ago

    Frisco, Texas, United States Conifer Revenue Cycle Solutions Full time

    Job SummaryThe Patient Service Center Representative II is a critical role in creating a positive patient experience by efficiently handling day-to-day operations related to financial clearance and scheduling. This position requires adherence to department policies and procedures, including verification of eligibility/benefits, pre-authorization...

Financial Services Representative

2 months ago

Frisco, Texas, United States Scott Samuel - State Farm Agent Full time
Job Overview

As a Financial Representative with Scott Samuel - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.

Key Responsibilities
  • Customer-Focused Approach: Use a customer-centric review process to educate customers about insurance options and provide personalized recommendations.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Requirements
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative.
  • Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Profit Sharing: Opportunity to participate in profit-sharing programs.
  • Career Advancement: Potential for growth and advancement within the company.