Financial Services Representative
2 months ago
We are seeking a highly organized and efficient specialist to join our team as a Financial Account Representative - State Farm Agent Team Member. As a key member of our agency, you will be responsible for providing exceptional customer service, building strong relationships with clients, and supporting insurance agents in gaining and keeping customers.
Key Responsibilities- Establish and maintain strong customer relationships through regular follow-ups and communication.
- Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options and promote the development of our business.
- Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the growth of our business.
- Dedication to providing exceptional customer service.
- Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
- Able to obtain a Property and Casualty License.
- Able to obtain a Life/Health License.
- Able to achieve mutually agreed-upon marketing goals.
- Interest in marketing products and services based on customer needs.
- Competitive salary plus commission/bonus structure.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing opportunities.
- Growth potential and opportunities for advancement within the agency.
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Financial Services Specialist
1 week ago
Boca Raton, Florida, United States Imz Financial Services Inc Full timeAt Imz Financial Services Inc., we provide expert financial guidance and portfolio management services to individuals and corporations.Our team focuses on delivering personalized financial solutions, tailored to meet the unique needs and goals of our clients.This is a full-time on-site role for a Financial Services Specialist at Imz Financial Services Inc....
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Financial Services Associate
3 weeks ago
Boca Raton, Florida, United States Imz Financial Services Inc Full timeCompany OverviewAt IMZ Financial Services Inc., we specialize in managing financial resources and providing personalized services to individuals and corporations.Job SummaryThis is a full-time on-site role for an Associate Advisor at IMZ Financial Services Inc. The Associate Advisor will be responsible for personal financial planning, assisting with client...
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Insurance and Financial Services Representative
2 weeks ago
Boca Raton, Florida, United States Josh Walton - State Farm Agent Full timeJob Title: Insurance and Financial Services PositionAre you a motivated and customer-focused individual looking for a challenging role in the insurance and financial services industry? We are seeking a talented professional to join our team as an Insurance and Financial Services Representative.Job Summary:As an Insurance and Financial Services...
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Financial Services Professional
1 week ago
Boca Raton, Florida, United States Corebridge Financial Full timeFinancial Advisor Role OverviewAt Corebridge Financial, we're passionate about helping individuals make informed decisions about their financial futures. As a Financial Advisor, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key Responsibilities:Conduct individual and group...
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Financial Services Representative
1 week ago
Boca Raton, Florida, United States Mike Potter - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and organized Financial Account Representative to join our State Farm Agent team. As a key member of our team, you will be responsible for establishing and maintaining strong customer relationships, providing exceptional customer service, and promoting the development of our business.Key ResponsibilitiesBuild and...
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Financial Services Professional
1 month ago
Boca Raton, Florida, United States Evershore Financial Group Full time{"h1": "Unlock Your Potential with Evershore Financial Group", "p": "Are you a motivated and ambitious financial professional looking for a new challenge? Do you want to work with a team that shares your passion for delivering exceptional client experiences?", "ul": [{"li": "We are seeking a talented Financial Advisor to join our team at Evershore Financial...
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Financial Services Professional
1 month ago
Boca Raton, Florida, United States Corebridge Financial Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key ResponsibilitiesConduct individual and group presentations to improve awareness of plan...
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Financial Representative
1 month ago
Boca Raton, Florida, United States Fidelity TalentSource LLC Full timeJob Overview:Fidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized financial guidance and advice to clientsBuild and maintain strong...
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Financial Services Professional
2 weeks ago
Boca Raton, Florida, United States Equitable Services Full timeJoin Our Team as a Financial ProfessionalAt Equitable Advisors, we are committed to helping individuals build fulfilling futures. Our mission is to provide innovative solutions and exceptional service to our clients. We are currently seeking a talented Financial Professional to join our Retirement Benefits Group (RBG).About the RoleAs a Financial...
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Financial Services Professional
2 weeks ago
Boca Raton, Florida, United States Fidelity Investments Full timeFinancial Representative RoleWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized...
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Senior Financial Services Representative
4 weeks ago
Boca Raton, Florida, United States Seacoast Banking Corporation of Florida Full timeJob SummaryThis position is responsible for driving business growth by building strong relationships with customers and identifying their financial needs. The ideal candidate will have excellent communication skills and be able to match Seacoast Bank's products and services to meet customer needs.Key ResponsibilitiesDevelop and maintain relationships with...
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Financial Account Representative
2 weeks ago
Boca Raton, Florida, United States Mike Potter - State Farm Agent Full timeRole OverviewAs a Financial Account Representative with Mike Potter - State Farm Agent, you will play a vital role in supporting insurance agents in gaining and keeping customers. Your attention to detail, dedication to client relations, and sales-mindedness will equip you for this versatile position.Key ResponsibilitiesEstablish and maintain customer...
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Senior Financial Services Representative
2 weeks ago
Boca Raton, Florida, United States Seacoast Banking Corporation of Florida Full timeSenior Client AdvisorSeacoast Banking Corporation of Florida seeks a Senior Client Advisor to drive growth and revenue by building strong relationships with customers and identifying their financial needs.Key Responsibilities:Develop and maintain a deep understanding of customers' financial goals and objectives.Identify and recommend Seacoast Bank's products...
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Financial Advisor
4 weeks ago
Boca Raton, Florida, United States Evershore Financial Group Full timeAbout Evershore Financial GroupWe are a dynamic and forward-thinking financial services firm dedicated to providing unparalleled wealth management solutions to individuals and businesses. Our team of experienced professionals is committed to delivering tailored advice and guidance to help our clients achieve their financial goals.Our CultureWe pride...
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Client Service Liaison
4 weeks ago
Boca Raton, Florida, United States Raymond James Financial Services Full timeAbout UsRaymond James is a leading Financial Services company with a rich history of excellence.Job SummaryWe are seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver.Key ResponsibilitiesProvide exceptional client service and supportDevelop and maintain strong relationships with clientsCollaborate with...
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Financial Transaction Coordinator
2 weeks ago
Boca Raton, Florida, United States Creative Financial Staffing Full timeAccounts Receivable Clerk OpportunityCreative Financial Staffing is seeking a skilled Accounts Receivable Clerk to join our team. As an Accounts Receivable Clerk, you will play a crucial role in managing cash receipts, producing statements, and collecting on overdue customer accounts.Key Responsibilities:Process and reconcile cash receipts, produce...
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Guest Service Representative
1 month ago
Boca Raton, Florida, United States Dimension Hospitality Full timeJob Title: Guest Service RepresentativeWe are seeking a highly skilled and customer-focused Guest Service Representative to join our team at Dimension Hospitality. As a key member of our front desk team, you will be responsible for providing exceptional service to our guests, ensuring their stay with us is memorable and enjoyable.Key Responsibilities:Provide...
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Financial Advisor
3 weeks ago
Boca Raton, Florida, United States Evershore Financial Group Full timeAbout Evershore Financial GroupWe are a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized service and expert guidance.Job DescriptionWe are seeking a highly...
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Patient Service Representative
4 weeks ago
Boca Raton, Florida, United States RAYUS Radiology Full timeJob Title: Patient Service RepresentativeRAYUS Radiology is seeking a highly skilled and detail-oriented Patient Service Representative to join our team. As a Patient Service Representative, you will play a critical role in providing exceptional patient-centered services, ensuring quality assurance, and delivering outstanding customer service.Key...
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Patient Service Representative
3 weeks ago
Boca Raton, Florida, United States RAYUS Radiology Full timeJob Title: Patient Service RepresentativeRAYUS Radiology is seeking a highly skilled and detail-oriented Patient Service Representative to join our team. As a Patient Service Representative, you will play a critical role in providing exceptional patient-centered services, ensuring quality assurance, and delivering outstanding customer service.Key...