Financial Representative

2 weeks ago


Frisco, United States Modern Woodmen of America Full time
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
About you· Entrepreneurial mindset· Community oriented· Communication skills
Responsibilities· Work with current or new members to provide them information about the financial services their families could utilize· Networking with individuals throughout the community· Continuously prospecting in order to secure appointments· Participating in mentor-lead appointments· Asking customers for favorable introductions· Engaging in personal observation through the community· Participating in fraternal activities
Benefits and Perks· Medical, dental and vision Insurance paid for· 401(k) retirement planning with company match· Non-contributory pension plan· Group term life insurance benefits· Expense-paid trips, valuable prizes, and exciting incentives
For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses
About UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
Modern Woodmen is an equal opportunity employer (EOE).

  • Frisco, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you· Entrepreneurial mindset· Community oriented· Communication skillsResponsibilities· Work with...


  • Frisco, United States Northwestern Mutual Full time

    As a Northwestern Mutual Financial Representative: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools,...


  • Frisco, United States Veritex Community Bank Full time

    Job DescriptionJob DescriptionJob Summary:Our Financial Services Representatives are key partners in deepening potential and existing customer relationships. Our FSR’s are extremely knowledgeable banking professionals who understand our customer’s financial needs. They are well-equipped to recommend the most beneficial products and services offered in...


  • Frisco, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out...


  • Frisco, United States US Oncology, Inc. Full time

    Overview The US Oncology Network is looking for a Patient Benefits Representative to join our team at Texas Oncology. This full-time position will support our Frisco West clinic at 5858 West Main Street. About 25 minutes north of Dallas, Frisco is a suburban Texas city shaking things up. Here, you'll find family activities, educational museums, nightlife,...


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

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


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

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


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

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Frisco, United States Conifer Revenue Cycle Solutions Full time

    **JOB SUMMARY** Responsible for providing advanced clerical support services to the Support staff. Also responsible for providing daily functional assistance Support Services Representatives, and Support Services Supervisors by being the first line of support for operational concerns and questions. **ESSENTIAL DUTIES AND RESPONSIBILITIES** - Include the...

  • Sales Representative

    1 month ago


    Frisco, United States Fabio Fernandez - State Farm Agency Full time

    Job DescriptionJob DescriptionFabio Fernandez - State Farm Agency, located in Frisco, TX has an immediate opening for a full-time Sales Representative. Insurance experience is not required as we will train the right person with the right skill set! Must be awesome at opening doors and getting appointments.If you are a motivated self-starter who thrives in a...


  • Frisco, United States Conifer Health Solutions Full time

    Job DescriptionJOB SUMMARY Responsible for providing clerical support services in addition to providing, medical records, EOB's, UB92's and itemized statements to external and internal entities. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Processes requests for medical records, EOB's, Ub92's, and itemized...


  • Frisco, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionDo you want to join an organization that invests in you as a(an) Patient Representative? At CareNow, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsCareNow, offers a...


  • Frisco, United States Conifer Patient Solutions, LLC Full time

    As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities, and succeed at the business of healthcare. Conifer Health helps organizations...


  • Frisco, United States Conifer Health Solutions Full time

    Job DescriptionJOB SUMMARY Responsible for providing advanced clerical support services to the Support staff. Also responsible for providing daily functional assistance Support Services Representatives, and Support Services Supervisors by being the first line of support for operational concerns and questions. ESSENTIAL DUTIES AND RESPONSIBILITIES Include...


  • Frisco, United States Baylor Scott & White Healthcare Full time

    JOB SUMMARY The Access Services Representative 1 obtains current and accurate demographics and insurance information in order to register patient, verify insurance benefits, and negotiate and collect patient financial responsibilities. Schedule is for a day shift PRN Monday - Friday and occasional weekends. ESSENTIAL FUNCTIONS OF THE ROLEConducts and...


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

    Job DescriptionJob DescriptionROLE DESCRIPTION:Scott Samuel - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends...


  • Frisco, United States NCR Atleos Full time

    About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. Job Title: Help Desk Representative II Location: Frisco, TX Position Summary NCR...


  • Frisco, United States CornerStone Staffing Full time

    CornerStone Staffing is hiring for a a Financial Company staffing for their Collections Department. If you are Bilingual with Call Center experience, apply today!! Auto Collections Rep and Collection Reps, if you're looking for a career opportunity, don't miss out! Job Title: Collections Representatives - Tempe Arizona Pay: $19.00/hourly ...


  • Frisco, United States American Income Life AO - Morgan Boneberg Full time

    Job DescriptionJob DescriptionGlobe Life has been one of the largest benefits providers for unions, associations and veterans across the United States since 1924. After a record breaking year for our agency in 2021 with 20% growth ($63 million increased sales), we are seeking disciplined and driven candidates to fulfill sales and leadership roles. If you are...

  • Account Manager

    3 days ago


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

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a Account Manager - State Farm Agent Team Member with Scott Samuel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their...