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FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate...

CompanyJohn Wagner - State Farm Agent
AddressGreensboro, NC
CategoryAccounting/Finance
Salary$35,000 - $65,000 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

Financial Services Representative - State Farm Agent Team Member

John Wagner - State Farm Agent

Greensboro, NC

$35,000 - $65,000 a year

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate...

4 weeks ago seen See more...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Temecula, CA

$22.25 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...

4 weeks ago seen See more...

Financial Services Representative

Charles Schwab

Indianapolis, IN

$50,100 - $52,000 a year

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelors degree or higher in Finance, Economics, or related fie...

4 weeks ago seen See more...

Financial Services Representative

Charles Schwab

Austin, TX

You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA...

4 weeks ago seen See more...

Financial Services Representative - Indianapolis, United States - Charles Schwab

Charles Schwab

United States

401(k) with company match and Employee stock purchase plan. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions. Paid parental leave and family building benefits. Tuiti...

4 weeks ago seen See more...

Financial Services Representative

Meimarides Agency

Remote

$44,093.81 - $1,000,000.00 a year

Flexible Work Hours. Extra Income $$. Opportunity To Work From Home. Full and Part Time Hours. No Experience Needed - Will Train. Will Help you Obtain Your Insurance License. HS Diploma or GED required. No experience needed. Monda...

4 weeks ago seen See more...

Financial Services Representative

Charles Schwab

Indianapolis, IN

You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA...

4 weeks ago seen See more...

Financial Service Representative

Horizon Credit Union

Great Falls, MT

$20.75 - $30.09 an hour

Be an expert in identifying deposit and loan sales opportunities and provide solutions to build relationships. Consistently achieve target goals in Debt Protection and GAP sales as well as referral goals to our partners in our Mor...

4 weeks ago seen See more...

Financial Services Representative

Securityplus Federal Credit Union

Baltimore, MD

Cross-sells Credit Union products and services to have members expand their relationship with the Credit Union and closes the sale of additional products and services. Serves as the primary contact for all potential new and existi...

4 weeks ago seen See more...

Experienced Financial Services Representative

American Heritage Financial, Llc

Daphne, AL

$70,000 - $125,000 a year

401(k). 401(k) matching. Dental insurance. Flexible schedule. Health insurance. Vision insurance. Bonus opportunities. Life and Health License? (Required)....

4 weeks ago seen See more...

Financial Service Representative

Metro Credit Union Omaha

Omaha, NE

$19 an hour

Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and endi...

4 weeks ago seen See more...

Licensed Financial Services Representative - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

4 weeks ago seen See more...

Financial Service Representative

Family Health Centers Inc

Orangeburg, SC

$40K - $50.7K a year

Check patients into unit/site to be seen by providers, verifying insurance, verifying patient demographics, and collecting payments. Explain sliding fee program and provide paperwork needed when the need arises. Seek assistance fr...

a month ago seen See more...

Financial Services Representative

Credit Union Of America

Manhattan, KS

$18 an hour

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Life insurance. Paid time off. Tuition reimbursement. Vision insurance. 1 year. No experience needed. Monday to F...

a month ago seen See more...

Financial Services Representative

Tungsten-Blu Consulting

California, United States

$77,161 - $255,000 a year

Provide personalized financial advice and guidance to clients, helping them navigate their financial journey. Develop and maintain strong relationships with clients through effective communication and superior service. Identify op...

a month ago seen See more...

Financial Services Representative 2 - Hospital Billing

Rush University

Chicago, IL

$40.8K - $51.7K a year

High School Diploma or GED. Two years of experience in health care or Hospital Billing with an understanding of coverage eligibility requirements for governmental payers. Previous experience in a hospital setting, familiarity with...

a month ago seen See more...

Financial Services Representative

Fit Consulting Inc

Boca Raton, FL

$45,000 - $149,050 a year

42.15% Hispanic/Latino. 32.77% Black/African American. 13.83% White/Caucasian. 1.25% Other. Strong entrepreneurial mindset and a desire to build a successful business. Excellent communication, interpersonal, and networking skills....

a month ago seen See more...

Financial Services Representative

L.k. Jordan & Associates

Houston, TX

Direct flow of traffic. Answering member request relating to the function and servicing of their account. Conduct cost analysis on financial programs and operations. Direct credit union products and services based on the members n...

a month ago seen See more...

Financial Services Representative

Monterra Credit Union

California, United States

SALARY & BENEFITS Starting pay of $20.00 - $22.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

a month ago seen See more...

Financial Services Representative - Dallas, United States - Charles Schwab

Charles Schwab

United States

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

a month ago seen See more...

Licensed Financial Services Representative - Indianapolis, United States - Charles Schwab

Charles Schwab

United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

a month ago seen See more...

Financial Services Representative State Farm Agent Team Member

Brett Twitty - State Farm Agent

Schaumburg, IL

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...

a month ago seen See more...

Entry-Level Financial Services Representative - Sales

York Life - Todd Couture

Chicago, IL

From $65,000 a year

Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and...

a month ago seen See more...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

San Diego, CA

Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Cross sell products and services to members by assisting or referring the member to an appropriate...

a month ago seen See more...

Financial Service Representative

Asset Management

Des Plaines, IL

$41.6K - $52.7K a year

Applicants must demonstrate critical thinking and excellent organizational skills for employment consideration. Associates maintain responsibility for setting personal schedules and building clientele rosters. Primary job duties i...

a month ago seen See more...

Financial Services Representative

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $20.00 - $22.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

a month ago seen See more...

Financial Services Representative - Remote

Teksystems

Virginia Beach, VA

To respond to inquiries and requests from members and other individuals within a 24/7 high volume, schedule-driven and structured contact center operation. Provide information regarding the company's products and services demonstr...

a month ago seen See more...

Patient Financial Services Representative - Reimbursement - FT - Day

Stormont-Vail Healthcare

Topeka, KS

$31.1K - $39.4K a year

High School Diploma / GED Required Associate's Degree Preferred 1 year Experience in healthcare Financial Services, healthcare registration services or related healthcare experience. Required Working knowledge of basic medical ter...

a month ago seen See more...

Patient Financial Services Representative - Mankato

Main Street Dental Clinics

Mankato, MN

Up to $30 an hour

401(k). 401(k) matching. Health insurance. Paid time off. 8 hour shift. In-person. High school or equivalent (Preferred)....

a month ago seen See more...

Financial Services Representative (Temporary)

World Finance

Blanding, UT

Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process p...

a month ago seen See more...

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What are the top cities open Financial Service Representative jobs?

There are open Financial Service Representative jobs in several cities including Elgin, Springfield, Berwyn, Bluffton, Imperial, Dingmans Ferry, Beaumont, Marietta, Ketchikan, Simpsonville, Columbia, Ocala, Royal Oak, Madison, Bethel,

What companies are hiring for Financial Service Representative jobs?

The top companies hiring now for Financial Service Representative jobs are Arkansas Federal Credit Union, Bank Of America, Charles Schwab, Christina Gonzalez - State Farm Agent, DL Evans Bank, Doylestown Hospital, E-TRADE, EAST TEXAS PROFESSIONAL CREDIT UNION, Enterprise Bank & Trust, Fibre Federal Credit Union, Northwestern Mutual, Pacific Premier Bank, Pima County, AZ, SAN MATEO CREDIT UNION, State Employees Credit Union,

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