MONTERRA CREDIT UNIONTemporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNIONTemporary part-time Financial Services Representative (Summer Employee)Redwood City, CAUnder the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Monterra Credit UnionFinancial Services Representative Monterra Credit UnionFinancial Services RepresentativeEast Palo Alto, CA$22–$25 / hourFull timeResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts.
JobotNewSenior Customer Service Representative JobotSenior Customer Service RepresentativeFresno, CA$23–$26 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Enter alphabetic or numeric data received from clients via telephone or fax, following the format displayed on screen, and enter necessary codes.
Lennar CorporationNewField Customer Care Representative Lennar CorporationField Customer Care RepresentativeVentura, CA$36.12–$41 / hourLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role focuses on in-field assessments, homesite visits, rigorous investigation of potential warranty issues, and managing complex, multi-trade cases that demand strong construction knowledge.
Joseph Michaels InternationalNewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Kforce Inc.NewRelationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
The Staff PadNewDental Patient Service Representative The Staff PadDental Patient Service RepresentativeOntario, CAThe Staff Pad has partnered with a growing, community-focused healthcare organization and we are seeking a friendly, organized, and patient-focused Dental Patient Services Representative to join a growing dental team. You will be a member of the oral health team providing direct and indirect support to the Dentist before, during, and after dental care services, while also assisting in the front & back office of the dental clinic as needed.
Medline IndustriesState and Local Government Sales Representative Medline IndustriesState and Local Government Sales RepresentativeWork From Home, CAFull timeBachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience. Develop and maintain specific account knowledge within assigned territory such as: key decision makers in each department, department hierarchy, products used and how they are used, company products and competitor’s products, new product process and programs.
New York Life - Greater Los AngelesNewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
Lennar CorporationTitle Sales Representative Lennar CorporationTitle Sales RepresentativeIrvine, CA$40,000–$50,000 / yearWe reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
BluPeak Credit UnionNewMember Experience Representative BluPeak Credit UnionMember Experience RepresentativeSan Diego, CA$23–$25 / hourComply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity. High school diploma or general education degree (GED); two or more years’ experience in a financial institution required and/or equivalent experience; sales & cash handling experience required; or equivalent combination of education and experience.
System OneNewSales Representative/Business Consultant - San Jose, CA System OneSales Representative/Business Consultant - San Jose, CASan Jose, CA$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
Pernini Recruiting CompanyNewCommercial Sales Representative - Title Insurance - CA Pernini Recruiting CompanyCommercial Sales Representative - Title Insurance - CASan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative with deep local market knowledge and strong San Francisco connections to drive mid-to-large commercial transactions. This opportunity offers substantial earning potential, uncapped commissions, and the ability to build long-term client relationships in an underserved and highly competitive market.
Cox CommunicationsNewInside Solutions Representative (Cox Business) Cox CommunicationsInside Solutions Representative (Cox Business)Santee, CA$20.87–$31.35Generate new business leads through proactive outreach and referral requests from existing customers, while cultivating long-term client relationships and building a strong, repeat customer base. Here's more on what that'll look like: Handle inbound business customer calls related to new service activation, service upgrades, and account transfers, ensuring a seamless customer experience.
Chino Commercial BankNewMerchant Services Customer Support Representative Chino Commercial BankMerchant Services Customer Support RepresentativeOntario, CABasic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. The employee may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), scanner, encoder, money counter, credit card terminal, typewriter, computer terminal, personal computer and related printers.
Sunstate EquipmentOutside Sales Representative Sunstate EquipmentOutside Sales RepresentativeSan Diego, CA$85,000–$105,000 / yearPlus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.
Securitas TechnologyNewSales Representative - Alarm Systems Securitas TechnologySales Representative - Alarm SystemsLos Angeles, CA$123,000–$145,000Accomplishes regional sales objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees in assigned districts; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures. Maintains and expands customer base by counseling district sales representatives; building and maintaining rapport with key customers; identifying new customer opportunities.
Safe Haven SecurityNewOutside Sales Representative- Paid Weekly- Paid Training Safe Haven SecurityOutside Sales Representative- Paid Weekly- Paid TrainingRiverside, CA$65,000–$100,000Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.
Avis Budget GroupNewRetail Car Sales Representative Avis Budget GroupRetail Car Sales RepresentativeColton, CA$65,000–$92,000Our simplified one-price model and our unique Ultimate Test Drive experience helps you close the deal—and did we mention you’ll have a wide range of inventory across all makes and models at your disposal? . As a Retail Car Sales Representative, you’ll be the face of Avis Budget Group, matching our customers with their dream vehicle like no other dealership can.
Herc Rentals IncFloor Care Sales Representative Herc Rentals IncFloor Care Sales RepresentativeAnaheim, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
SHARP HEALTHCARENewAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCAREAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemLos Angeles, CA$45,000–$54,000 / yearCoordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Sunbelt RentalsOutside Sales Representative Sunbelt RentalsOutside Sales RepresentativeGlendale, CA$40,000–$50,000 / yearRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training. A criminal history may have a direct, adverse, and negative relationship with your employment potentially resulting in the withdrawal of a conditional offer of employment for roles that involve direct contact with the public, handling sensitive customer and financial information, or operating vehicles and/or heavy machinery.
Arrow Electronics, Inc.NewInside Sales Representative Arrow Electronics, Inc.Inside Sales RepresentativeIrvine, CA$25.83–$31.57As owner of the overall customer Quote to Order sales objectives, set strategy for the quote process, coordinate resources and processing of customer quotations (Quote Center, Quote Cover Sheet, PM Views, Management, FSR, Suppliers, Value Add, and SSG), validate EOL and item class change (NCNR), negotiate pricing and Quote mark up (owns strategy and application) and notify customer of all/any price increases. Requires thorough knowledge and accountability of supply chain engagements such as e-Compass, Consignments, CARES (Customer Automated Replenishment System) ; sell and capture opportunities through Synergistic products (e.g., White Space Report, PEMCO Mix), Reverse Logistics, GBC (Global Business Conversion) & ITAD (Information Technology Asset Disposition).
Arrow Electronics, Inc.NewField Sales Representative II Arrow Electronics, Inc.Field Sales Representative IISan Jose, CA$91,900–$190,303.83Whether it’s designing components or engineering complete solutions, Richardson RFPD’s worldwide design centers and technical sales team provide comprehensive support for customers’ go-to-market strategy, from prototype to production. Requires comprehensive ability to develop strategic plans for all assigned accounts, sell and market full set of Arrow offerings incorporating in-depth knowledge of Arrow’s key supplier lines.
Herc Rentals IncTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeLancaster, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Herc Rentals IncProSolutions Sales Representative Herc Rentals IncProSolutions Sales RepresentativeCarson, CA$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
Herc Rentals IncTrench Solutions Sales Representative Herc Rentals IncTrench Solutions Sales RepresentativeRancho Cordova, CA$75,000–$85,000 / yearTrench Solutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers' toughest trench and shoring challenges in industries including utilities, industrial sites, construction, infrastructure, municipal work and more. They are subject matter experts and consultants for internal and external customers in the application of our fleet of steel plates, steel shields, tire cleaners (rumble plates), manhole boxes, aluminum & plywood shores, pipe test plugs, confined space equipment, crash cushions, water barriers, and more.
Monterra Credit UnionFinancial Services Representative (Summer Employee) Monterra Credit UnionFinancial Services Representative (Summer Employee)Redwood City, CATemporaryPart timeUnder the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.
New York LifeNewFinancial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
Company ConfidentialFinancial Analyst 3 Company ConfidentialFinancial Analyst 3costa mesa, CA$95,000–$120,000 / yearFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Lennar HomesTitle Sales Representative Lennar HomesTitle Sales RepresentativeIrvine, CA$40,000–$50,000 / yearFull timeWe reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar HomesField Customer Care Representative Lennar HomesField Customer Care RepresentativeVentura, CA$36.12–$41 / hourFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role focuses on in-field assessments, homesite visits, rigorous investigation of potential warranty issues, and managing complex, multi-trade cases that demand strong construction knowledge.
PIH HealthEmergency Financial Representative, PT Days PIH HealthEmergency Financial Representative, PT DaysLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, FT Evenings PIH HealthEmergency Financial Representative, FT EveningsLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, PT Nights PIH HealthEmergency Financial Representative, PT NightsWhittier, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, Per Diem Evenings PIH HealthEmergency Financial Representative, Per Diem EveningsLos Angeles, CA$25.75–$25.75The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, PT Evenings PIH HealthEmergency Financial Representative, PT EveningsLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
Salinas Financial GroupEntry-Level Financial Representative Salinas Financial GroupEntry-Level Financial RepresentativeManhattan Beach, CABeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramLos Angeles, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking Growth Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthLaguna Hills, CA$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Mission Valley BankFinancial Services Representative Mission Valley BankFinancial Services RepresentativeSanta Clarita, CAOur Financial Services Representative position(Arcadia, CA) is responsible for delivering remarkable client service and proactively selling bank products/services that meet prospect/client needs. Build long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients.
Lelly Woo-Grimes - State Farm AgentFinancial Representative – State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Representative – State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Davis Family Financial LLCFinancial Representative Davis Family Financial LLCFinancial RepresentativeSanta Barbara, CA$60,000–$75,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Atrium Staffing LLCFinancial Aid Representative Atrium Staffing LLCFinancial Aid RepresentativeLos Angeles, CA$25–$30 / hourPosition Overview: The Financial Aid Representative will be a key member of the student services team, responsible for assisting students and families with financial aid applications, documentation, and compliance. Client Overview: Our client is a modern cosmetology and beauty education institution dedicated to preparing students for successful careers in the salon and wellness industry.
Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Diego, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - 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 financial options.
Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Western & Southern LifeFinancial Representative Western & Southern LifeFinancial RepresentativeSan Diego, CAOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Marino, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.
Citizens Business BankFinancial Sales Representative II Citizens Business BankFinancial Sales Representative IISanta Ana, CA$20–$23 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.