1,237 Results for

Financial Representative Jobs in California

Jobs

Redwood City, CA30+ days ago

Under 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.

San Mateo, CA29 days ago

Temporary
Part-time

Under 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.

Glendale, CA20 days ago

$55,000–$1,267,753.01 Per Year
Full-time
Part-time

Job 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.

New!

Fresno, CA3 days ago

$23–$26 Per Hour

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Work From Home, CA28 days ago

Full-time

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Bachelor’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!

Irvine, CAToday

$40,000–$50,000 Per Year

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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<https://www.linkedin.com/company/lennar/> for the latest job opportunities. We 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.

New!

Los Angeles, CA1 day ago

$45,000–$54,000 Per Year

Coordinates 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.

New!

Rancho Cucamonga, CAToday

$41,800–$62,000 Per Year

p>As a Service Sales Executive you will establish contact with prospect and qualify potential buyers of service contracts by scheduling sales calls, following up of leads and using outlined marketing strategies. The primary function of this position is to promote and sell service agreements for commercial building systems products to include fire alarm, suppression, sprinkler, security, sound, communication and inspections.

New!

Pasadena, CAToday

$25.20–$27.09 Per Hour

When you join the Huntington family, you’ll be empowered to enact change that continuously improves our ability to deliver world-class care, with kindness and dignity, to all who need it.

** Internal Workers – Please log into your Workday account to apply **. The PAR I duties will include understanding of insurance policies and procedures to determine insurance eligibility, benefits, and authorization requirements, third party liability (TPL), Medi-Cal / Medicare eligibility verification, workers compensation eligibility, provide patient estimates, determine patient liability and secure cash deposits (co-pays, deductibles, cash packages).

Irvine, CA27 days ago

$40,000–$50,000 Per Year
Full-time

We 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.

Los Angeles, CA17 days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

San Diego, CA23 days ago

$34.96–$40 Per Hour
Full-time

Lennar 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.

New!

San Diego, CA6 days ago

$33.80–$38 Per Hour
Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for our 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. Your Responsibilities on the TeamProfessionally and promptly handle requests by contacting the Homeowner after reviewing provided documentation, homesite and case history to ensure familiarity with the matter.

Manhattan Beach, CA30+ days ago

Beyond 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.

Campbell, California17 days ago

$500–$1,000 Per Year
Intern

Our 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.

New!

Tustin, California6 days ago

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development) . Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

New!

Tustin, CA5 days ago

$18–$22 Per Hour

ESSENTIAL FUNCTIONS:

Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

Laguna Hills, CA30+ days ago

$97,000–$192,000 Per Year

Possessing 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.

Laguna Hills, California27 days ago

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Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

Los Angeles, CA30+ days ago

$21–$33.78

The 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.

Whittier, CA13 days ago

$23–$33.78

Whittier, CA30+ days ago

$23–$33.78

Los Angeles, CA30+ days ago

$23–$33.78

Los Angeles, CA30+ days ago

$25.75–$25.75

SACRAMENTO, California30+ days ago

Organization : Name: SACRAMENTO CA Default: Location : City: SACRAMENTO Overview:

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions.

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Garden Grove, CA30+ days ago

Lelly 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.

Santa Barbara, CA30+ days ago

$60,000–$75,000

Through 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.

Fontana, CA30+ days ago

ROLE DESCRIPTION: As Financial Representative – State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.

Los Angeles, CA30+ days ago

$25–$30 Per Hour

p>Position 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.

San Diego, CA30+ days ago

ROLE 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.

Windsor, CA30+ days ago

As 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.

San Jose, CA30+ days ago

In 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.

Vallejo, California9 days ago

Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).

New!

Los Angeles, CA1 day ago

$30.47–$47.85 Per Hour

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Dinuba, CA30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Costa Mesa, CA21 days ago

$50,000–$75,000 Per Year

In this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Teamwork: Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges.

Garden Grove, CA30+ days ago

Lelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious 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.

Irvine, California15 days ago

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

CA30+ days ago

$49,284–$73,391 Per Year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile.

Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

Palo Alto, California8 days ago

Los Angeles, CA14 days ago

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Develop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.

oroville, CA30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Curtis Anderson - 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.

Anaheim, CA30+ days ago

$23.13–$28.27 Per Hour

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications:

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

CA30+ days ago

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Conduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners.

Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!

Los Angeles, CA12 days ago

$24.05–$36 Per Hour

Bachelor''s Degree and 1 years of experience in Sales, customer service, or lending and financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending and financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

San Jose, CA30+ days ago

Full-time

With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).

New!

Morgan Hill, CA6 days ago

$27.90–$34.87 Per Hour

p>The Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships.

Knowledge of business banking deposit accounts, payroll, merchant, and the ability to promote business banking loan options.

Hayward, CA30+ days ago

$22.75–$29 Per Hour

Supports branch goals by identifying and recommending products and services to members, open new memberships accurately, and offering basic loan products during new membership enrollment and during daily interactions with members. They will assist potential and current members in opening new memberships, introducing loan products, and ability to transition a member/non-member to the appropriate employee as necessary.

Livermore, CA27 days ago

$24–$27 Per Hour

Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.

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Financial Representative Jobs in California

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

Financial Services Representative (Summer Employee) Monterra Credit Union

Financial Advisor New York Life

Senior Customer Service Representative Jobot

State and Local Government Sales Representative Medline Industries

Title Sales Representative Lennar Corporation

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCARE

New PSA Service Sales Representative Johnson Controls

Patient Access Representative I Emergency Department Per Diem, Days (7am-3:30pm) Huntington Hospital

Title Sales Representative Lennar Homes

Sales Representative Company Confidential

Field Customer Care Representative Lennar Homes

In-Office Customer Care Representative Lennar Homes

Entry-Level Financial Representative Salinas Financial Group

College Financial Representative, Internship Program Northwestern Mutual

CSR/Financial CSR - Client Service Representative VCA Animal Hospitals

CSR/Financial CSR - Client Service Representative VCA Inc

Financial Representative - Seeking Growth Foster Region - Modern Woodmen of America

Financial Representative - Seeking Growth Foster Region

Emergency Financial Representative, PT Evenings PIH Health

Emergency Financial Representative, FT Evenings PIH Health

Emergency Financial Representative, PT Nights PIH Health

Emergency Financial Representative, PT Days PIH Health

Emergency Financial Representative, Per Diem Evenings PIH Health

Financial Representative Western & Southern Life

Financial Representative – State Farm Agent Team Member Lelly Woo-Grimes - State Farm Agent

Financial Representative Davis Family Financial LLC

Financial Representative – State Farm Agent Team Member David Ceballos - State Farm Agent

Financial Aid Representative Atrium Staffing LLC

Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm Agent

Financial Service Representative - Vallejo Branch Travis Credit Union

Patient Financial Responsibility Representative UCLA Health System

Financial Services Representative – State Farm Agent Team Member Isaiah Tovar - State Farm Agent

Licensed Financial Services Representative Shahin Chear State Farm

Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm Agent

Financial Services Representative - Irvine, CA Fidelity

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Financial Service Representative - Palo Alto, CA Fidelity

Field Sales Representative II, Financial Services Google LLC

Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm Agent

Financial Service Representative Enterprise Bank & Trust (Saint Louis)

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Partner Development Representative | Financial Institutions Ramp Business Corp

Bank Financial Services Representative (Personal Banker) First Citizens BancShares Inc

Financial Service Representative LTD Global

Financial Services Representative II Meriwest Credit Union

Part-Time Financial Services Representative 1st United Credit Union

Full-Time Financial Services Representative - Livermore 1st United Credit Union

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