Insurance and Financial Services Representative
1 day ago
We are seeking an accomplished outside sales representative to develop a sales strategy and build relationships with customers. The ideal candidate will be responsible for identifying new prospects, engaging with current customers, and presenting our solutions to achieve sales goals.
About the RoleThis is a lucrative outside sales position that offers flexibility, support, and compensation to help you succeed. You'll have the opportunity to work in Central Florida with a Fortune 100 company that has been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.
Our goal is to increase value for our clients through continuous innovation. We're proud of our training program, which has received the APEX Award from Training Magazine in 2022. We also prioritize diversity and have been recognized by organizations such as Latino Leaders, Human Rights Campaign, and Forbes as one of America's Best Employers for Diversity.
Responsibilities- Meet or exceed the monthly quota for sold business and lead requirements/revenue-generating activities.
- Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles.
- Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures.
- Position us as the clear and obvious choice in our market through competitive analysis and product trends.
- Secure new deals and target buyers quickly, giving them the information they need to envision our brand and close deals efficiently.
- A proven track record of outside selling experience.
- A high school or equivalent diploma required; industry or product knowledge preferred.
- An ability to meet and exceed monthly quota in sales.
As a New York Life employee, you can expect a competitive salary of $65,000+ at plan, plus additional benefits and opportunities for growth and development.
-
Lake Mary, Florida, United States LionRock Financial Services Full timeAbout UsLionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.We are one of the fastest growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024.Our CultureWe lead with a culture of...
-
Financial Service Expert
2 weeks ago
Lake Mary, Florida, United States Addition Financial Credit Union Full timeCompany OverviewAddition Financial Credit Union is a member-owned, not-for-profit financial cooperative that has been serving its members since 1937. Our mission is to provide comprehensive financial solutions that help our members achieve their financial goals.
-
Financial Services Specialist
2 weeks ago
Lake Mary, Florida, United States Insight Credit Union Full timeOverviewInsight Credit Union is a leading financial institution dedicated to providing exceptional service to our members. We are seeking a talented Financial Services Specialist to join our team.About the RoleAs a Financial Services Specialist, you will be responsible for delivering top-notch member service while consistently meeting or exceeding sales...
-
Customer Service Representative
2 weeks ago
Lake City, Florida, United States John Kasak - State Farm Agent Full timeCompany Overview:About John Kasak - State Farm AgentWe are seeking a highly motivated and customer-focused individual to join our team as an Office Representative. In this role, you will be responsible for establishing relationships with customers, educating them about insurance options, and developing leads to market appropriate products and...
-
Customer Service Representative
2 weeks ago
Lake Mary, Florida, United States Online Labels Group Full timeAbout Online Labels GroupWe are a dynamic company that values customer satisfaction and strives to deliver exceptional service. As a Customer Service Representative, you will play a critical role in ensuring our customers receive the best possible experience.Salary InformationThe estimated salary for this position is between $15-$17 per hour, with...
-
Auto Insurance Career Opportunity
16 hours ago
Lake Mary, Florida, United States Freeway Insurance Services America LLC Full timeSalary and BenefitsThe salary for this position is estimated to be between $15 - $18 per hour. The compensation package includes a competitive base salary, monthly uncapped commissions, renewal commissions, and monthly bonus incentives. Additionally, the company offers comprehensive benefits, including medical, dental, vision, and life insurance, as well as...
-
Customer Service Representative
2 weeks ago
Lake Mary, Florida, United States Hand & Stone - Corporate Office Full timeHand & Stone - Corporate Office is seeking a vibrant and enthusiastic Customer Service Representative to join our team in Lake Mary. This role offers an exciting opportunity for individuals with excellent customer service skills and sales experience to deliver outstanding experiences for our spa members.About UsWe're a dynamic and growing company dedicated...
-
Insurance Policy Operations Specialist
2 weeks ago
Lake Mary, Florida, United States CNA Financial Corp. Full timeCNA Financial Corp. is seeking a skilled Policy Support Assistant to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of policy support transactions.We offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as 401(k) matching and employee...
-
Chief Financial Services Manager
3 days ago
Lake Mary, Florida, United States BNY Full timeOverviewBNY, a leading global financial services company, is at the center of the world's financial system. With over 50,000 employees, we empower our team members to grow and succeed.
-
Financial Services Expertise
1 day ago
Lake Mary, Florida, United States BNY Mellon Full timeJob DescriptionThe Senior Associate, Business Analyst will make an impact in the following ways:Formulate system scope and objectives based on user needs and application requirements.Develop business requirements and functional specifications for medium to large-sized projects.Provide advice to internal business groups on process improvement projects by...
-
Financial Services Career Opportunity
2 weeks ago
Lake Mary, Florida, United States Edward Jones Full timeUnleash Your Potential as a Financial AdvisorWe are seeking ambitious individuals to join our team of financial advisors at Edward Jones, where you will have the opportunity to build a rewarding career and make a positive impact on your clients' lives.About Us:As a Fortune 500 company, we prioritize our clients' needs and offer a unique work environment that...
-
Customer Service Representative
13 hours ago
Lake Mary, Florida, United States YMCA of Central Florida Full timeJob SummaryWe are seeking a highly motivated and organized Customer Service Representative to join our team at the YMCA of Central Florida. In this role, you will be responsible for providing exceptional customer service to members and visitors, while also performing various administrative tasks.About the RoleThis is a part-time position, working a flexible...
-
Senior Insurance Claims Professional
1 day ago
Lake Mary, Florida, United States Tailored Management Full timeWe're seeking a talented Customer Service Senior Representative to join our team at Tailored Management. This exciting opportunity allows you to work with a global health insurance provider dedicated to improving the health and well-being of its customers.The estimated annual salary for this position is $70,000-$90,000, reflecting the company's commitment to...
-
Customer Service Representative
1 day ago
Lake Mary, Florida, United States Winn-Dixie Full timeAs a Customer Service Representative at Winn-Dixie, you will play a vital role in ensuring that our customers have an exceptional shopping experience. The estimated annual salary for this position is $25,000-$30,000.Key responsibilities include:Greeting customers in a friendly and welcoming mannerProviding assistance with product information and...
-
Insurance Business Developer
2 weeks ago
Lake Mary, Florida, United States New York Life Full timeJob OverviewWe are seeking an experienced Insurance Sales Representative to join our team at New York Life. As a key player in our sales team, you will be responsible for developing and executing sales strategies to build new and expand current customer relationships.
-
Financial Planning Expert Opportunity
2 weeks ago
Lake Mary, Florida, United States Edward Jones Full timeAbout the Role: As a Financial Advisor at Edward Jones, you will have the opportunity to make a positive impact in your clients' lives by helping them achieve their long-term financial goals. This role offers extensive training and support to grow your client base and your own practice in a flexible and rewarding environment.Key Responsibilities:- Build...
-
Debt Recovery Specialist
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob Summary: We are seeking a highly skilled Debt Recovery Specialist to join our team at Addition Financial. As a subject matter expert, you will be responsible for locating and notifying borrowers with delinquent accounts and securing payment through various methods.About the Role: In this role, you will participate in maintaining a financially sound loan...
-
Insurance Customer Service Specialist
2 days ago
Lake Mary, Florida, United States renata azizi - State Farm Agent Full timeAbout Our AgencyWe are a six-year-old agency with a reputation for outstanding customer service, backed by excellent Google reviews and a commitment to our community. Our agent, a proud UCF alumnus with a Master's in Taxation and a background in public accounting, brings extensive expertise to our operations. Our diverse team of eight includes Spanish and...
-
Diligent Loan Recovery Specialist
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob SummaryJoin Addition Financial as a Diligent Loan Recovery Specialist and play a vital role in maintaining a financially sound loan portfolio. This position involves notifying or locating borrowers with delinquent accounts, attempting to secure payment through various methods, and recommending further action when necessary.Key ResponsibilitiesDaily...
-
Debt Recovery Specialist
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob OverviewThis is a full-time opportunity to join Addition Financial as a Debt Recovery Specialist, playing a crucial role in maintaining a financially sound loan portfolio.About the RoleWe are seeking an experienced and skilled individual to participate in early delinquency control, utilizing various methods such as phone calls, text messages, collection...