Temporary 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.
Financial 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.
Financial 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.
NewSenior 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.
State 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.
CFO 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.
Title 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.
Sales 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.
Sales Representative - Los Angeles, CA (Korean Requirement) System OneSales Representative - Los Angeles, CA (Korean Requirement)Los Angeles, CA$82,000–$82,000 / yearIn 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. This 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.
NewCommercial 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.
Outside Sales Representative Sunstate EquipmentOutside Sales RepresentativeColton, CA$39,000–$59,500 / 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.
Relationship 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.
Floor 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.
NewAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCAREAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemOrange, CA$40,000–$48,000 / 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.
NewPatient Access Representative I Emergency Department Per Diem, Days (7am-3:30pm) Huntington HospitalPatient Access Representative I Emergency Department Per Diem, Days (7am-3:30pm)Pasadena, CA$25.20–$27.09 / hourThe 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). 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 **.
Title 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.
Field Customer Care Representative Lennar HomesField Customer Care RepresentativeSan Diego, CA$34.96–$40 / 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.
NewIn-Office Customer Care Representative Lennar HomesIn-Office Customer Care RepresentativeSan Diego, CA$33.80–$38 / hourFull timeLennar 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.
Sales Representative Company ConfidentialSales RepresentativeLos Angeles, CAFull timeAs 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.
Entry-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.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramSacramento, 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.
Financial Representative - Seeking Growth Foster RegionFinancial Representative - Seeking GrowthLaguna Hills, CaliforniaPossessing 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.
NewCSR/Financial CSR - Client Service Representative VCA Animal HospitalsCSR/Financial CSR - Client Service RepresentativeTustin, CaliforniaManagement 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).
Emergency 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.
Emergency Financial Representative, FT Evenings PIH HealthEmergency Financial Representative, FT EveningsWhittier, CA$23–$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.
Emergency Financial Representative, PT Nights PIH HealthEmergency Financial Representative, PT NightsWhittier, CA$23–$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.
Emergency Financial Representative, PT Days PIH HealthEmergency Financial Representative, PT DaysLos Angeles, CA$23–$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.
Emergency 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.
Financial 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.
Financial 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.
Financial Representative Western & Southern LifeFinancial RepresentativeCERRITOS, CANote: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust. Overview 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.
Financial Representative – State Farm Agent Team Member David Ceballos - State Farm AgentFinancial Representative – State Farm Agent Team MemberFontana, CAROLE 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.
Financial 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.
Financial 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.
Financial 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.
Financial Assistance Representative I (Collections Representative) Redwood Credit UnionFinancial Assistance Representative I (Collections Representative)Napa, CA$27–$35 / hourRedwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.
Financial 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.
Financial 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.
Financial Service Representative - Vallejo Branch Travis Credit UnionFinancial Service Representative - Vallejo BranchVallejo, CaliforniaMaintains 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).
Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services 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 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.
Financial Services Representative – State Farm Agent Team Member Isaiah Tovar - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDinuba, CAService 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.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Diego, CADevelop 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.
Bank Financial Services Representative (Personal Banker) First Citizens BankBank Financial Services Representative (Personal Banker)Santa Monica, California$23–$35 / hourQualifications: 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.
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsSan Francisco, CAConduct 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!
Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm AgentFinancial Services Representative - State Farm Agent Team Memberoroville, CAROLE 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.
Licensed Financial Services Representative Shahin Chear State FarmLicensed Financial Services RepresentativeCosta Mesa, CA$50,000–$75,000 / yearIn 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.
Bank Financial Services Representative (Personal Banker) First Citizens BancShares IncBank Financial Services Representative (Personal Banker)Los Angeles, CA$24.05–$36 / hourBachelor''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.
Financial Services Representative II Meriwest Credit UnionFinancial Services Representative IIMountain View, CA$27.79–$34.87 / hourThe 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.
Financial Service Representative LTD GlobalFinancial Service RepresentativeSan Jose, CAFull timeWith 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).
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeHayward, CA$22.75–$29 / hourSupports 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.