589 Results for

Financial Representative Jobs in Florida

Jobs

Eustis, FL24 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.

Apopka, FL13 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.

Coral Gables, FL12 days ago

Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.

New!

Miami, FL6 days ago

This leader is responsible for driving new client acquisition, deepening existing relationships, and optimizing product penetration across advisory, brokerage, alternatives, lending, and cross-border wealth solutions. Collaborate with Product & Investment teams to expand offerings in wealth advisory, alternatives, international fixed income, structured notes, and cash management.

Coral Gables, FL12 days ago

Full-time

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Jacksonville, FL12 days ago

$26–$26 Per Hour

Handle inbound customer calls regarding banking products, credit cards, lending, checking, and savings accounts . • Identify customer financial needs and recommend appropriate products and services .

Melbourne, FL12 days ago

The ideal candidate will have a high level of problem-solving skills, focusing on meeting customer needs through assumptive sales strategies and providing incentives to customers to increase purchases. As an Automotive Customer Service Representative working on-site in Melbourne, Florida, you’ll be a part of creating and delivering amazing customer experiences while also enjoying the satisfaction of being part of a unique culture.

West Palm Beach, FL23 days ago

$95,704–$140,000 Per Year

Customer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.

Maitland, FL9 days ago

$80,000–$125,000 Per Year

New!

Vero Beach, FL1 day ago

Assist in new associate training, Provide relief coverage for operational duties when associates utilize time-off or are absent from the shift, Have a thorough working knowledge of the site's operating systems in order to ensure operational compliance and correct exception resolution, Complete all necessary records and reports in a timely and accurate fashion. Provide operational leadership to individual contributors and hourly workforce to ensure the execution of daily tasks and activities including driver deliveries, loading/unloading of trailers, cross docking and customer service operations in a manner consistent with company services and cost objectives.

Town 'n' Country, FL23 days ago

$81,120–$125,000 Per Year

Boca Raton, FL30+ days ago

Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children. Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.

Aventura, FL30+ days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.

Boca Raton, FL30+ days ago

We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures.

West Palm Beach, FL30 days ago

Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.

Saint Petersburg, FL30+ days ago

Our office has been recognized as a Top 2 ranking team across all Northwestern Mutual offices for reaching new clients, and our leadership reflects a commitment to excellence, including recognition such as Leadership St. Petersburg and local media features on FOX13 discussing financial topics. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Fort Myers, Florida19 days ago

This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.

Coral Gables, Florida24 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.

Bonita Springs, FL30+ days ago

Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

Anywhere, USA, FL30+ days ago

Remote

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.

Bartow, FL30+ 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.

Ocala, FL30+ days ago

This position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. Structured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.

Tampa, FL30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options.

Winter Garden, FL30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Blake Price - 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 options.

Jacksonville, FL30+ days ago

$55,000–$65,000 Per Year

As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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.

Pensacola, MS30+ days ago

$97,000–$192,000 Per Year

Tallahassee, FL30+ days ago

$55,000–$65,000

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.

Inlet Beach, FL30+ days ago

ROLE DESCRIPTION: As a Registered Representative at Brad Phelps State Farm, 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.

NAPLES, FLORIDA30+ days ago

We are looking for someone who is confident building relationships, identifying customer needs, and helping clients protect what matters most through insurance and financial services. We are looking for someone who is proactive, sales-minded, organized, and comfortable having meaningful conversations with customers about protecting their families, assets, and future.

Naples, FL30+ days ago

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

Gainesville, FL20 days ago

We are highly involved in the community through women’s leadership initiatives, Make-A-Wish, school board involvement, and projects like helping build a local school playground. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Gainesville, FL30+ days ago

$97,000–$192,000 Per Year

Sun City Center, FL30+ days ago

JACKSONVILLE, Florida30+ days ago

Organization : Name: JACKSONVILLE FL Default: Location : City: JACKSONVILLE 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.

Riverview, FL16 days ago

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.

South Daytona, FL12 days ago

ROLE DESCRIPTION: As a Financial Services Specialist with the Saskill Agency, 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.

Tampa, FL30+ days ago

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

Miami, FL30+ days ago

ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, 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.

Jacksonville, FL30+ days ago

Full-time

This role supports the revenue cycle by reviewing accounts receivable, resolving billing issues, and communicating with payers and patients to facilitate payment and account resolution. The Patient Account Representative I is responsible for the timely and accurate follow-up of insurance and patient accounts to ensure appropriate reimbursement for services rendered.

Jacksonville, FL30+ days ago

Full-time

This role focuses on resolving aged accounts, researching payment discrepancies, managing payer denials, and ensuring timely reimbursement for services rendered. The Patient Account Representative II is responsible for advanced accounts receivable follow-up and resolution of complex insurance and patient billing issues.

Plantation, FL30 days ago

ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, 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.

Riverview, FL16 days ago

Hallandale Beach, FL30+ days ago

In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.

Winter Garden, FL30+ days ago

$80,000–$160,000 Per Year

Job Description: Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.

Clermont, FL30+ days ago

$55,000–$150,000 Per Year

As a licensed insurance producer in the Heather Thies Agency of State Farm you will have the opportunity to meet customer’s needs through first in class sales processes & products, all while utilizing cutting edge systems and technology to develop deep & meaningful sales opportunities. Heather Thies State Farm Agencies, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services.

Pensacola, FL30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Will Rentschler - State Farm Agent, you will successfully market the financial products that manage everyday risks. From day one, my goal has been to build something bigger than just a business—an organization that makes a real impact on both our customers and our community.

Winter Haven, FL24 days ago

$80,000–$160,000 Per Year

Job Description: Jessica Cruz Phung Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.

Tallahassee, FL30+ days ago

Sales Support: Identify opportunities to recommend additional products and services that align with client needs and contribute to sales targets. As a Financial Service Representative, you will serve as the primary point of contact for our clients, providing them with comprehensive financial solutions and outstanding support.

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Financial Representative Jobs in Florida

Universal Representative - Eustis Insight Credit Union

Universal Representative Insight Credit Union

Wealth Management Advisor Amerant Bank

US Wealth Regional Director, Miami, FL Santander Holdings USA Inc

Client Associate Amerant Bank

Bilingual Spanish Customer Service Representative {170188} A-Line Staffing Solutions LLC

Automotive Customer Service Representative TTEC

Customer Service Sales Advisor Advisors West Palm

Customer Service Sales Advisor Advisors Orlando

Senior Operations Supervisor -Transportation (Supply Chain/Logistics) Penske Truck Leasing Co., L.P.

Customer Service Sales Advisor Tampa Advisors

Financial Representative with Athletic Background Barish Financial - Northwestern Mutual

Financial Representative Entry Level Northwestern Mutual - Lawhon Network

Financial Representative - Entry Level Snow Financial Group - Northwestern Mutual

Financial Representative Entry Level The McKernan Group

Financial Representative - Entry Level Northwestern Mutual - St. Petersburg

Call Center Financial Representative Suncoast Credit Union

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative MWA Careers - Fort Myers

Financial Representative – State Farm Agent Team Member Mark Rossmiller - State Farm Agent

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

Financial Services Representative - State Farm Agent Team Member Scott Cameron - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Joseph Ledo - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Blake Price - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Kim Lego - State Farm Agent

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

Financial Representative Davis Family Financial LLC

Financial Services Representative - State Farm Agent Team Member Brad Phelps - State Farm Agent

Licensed Financial Services Representative Jada Ashbacher - Allstate

Financial Advisor with Athletic Background Northwestern Mutual - Lawhon Network

Financial Services Representative - State Farm Agent Team Member Ruzaan Ogra - State Farm Agent

Financial Representative - Entry Level Walker Region - Modern Woodmen of America

Financial Services Representative – State Farm Agent Team Member Mark Rossmiller - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Mark Rossmiller - State Farm Agent

Financial Representative Western & Southern Life

Financial Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm Agent

Financial Services Representative - State Farm Agent Team Member Kelsie Saskill - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Jamie Pelzer - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Darrell Shelton - State Farm Agent

Patient Account Representative I, Patient Financial Services, Full-time Brooks Rehabilitation

Patient Account Representative II, Patient Financial Services, Outpatient, Full-time Brooks Rehabilitation

Financial Services Representative – State Farm Agent Team Member Jessica Alvarez - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm Agent

Financial Services Representative - State Farm Agent Team Member Yamelys Santana - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Craig Martin - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Heather Thies - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Will Rentschler - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Jessica Cruz Phung - State Farm Agent

Financial Service Representative Florida A&M University Federal Credit Union

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