Financial Services Representative Legends LeadershipFinancial Services RepresentativeRemote$40,000–$120,000 / yearFull timePart timeAs a Financial Representative, you will meet with clients to understand their goals, guide them through areas such as income protection, debt management, retirement planning, and legacy building, and help them take actionable steps toward a stronger financial future. This role plays a key part in our mission by working directly with clients to improve financial literacy, create customized plans, and deliver solutions that support long-term financial stability.
Financial /Insurance Services Representative KEHI Assets & InvestmentsFinancial /Insurance Services RepresentativeRemote$5,000–$20,000 / monthContractorHelp clients achieve financial stability and growth. Tailor services to meet diverse client needs.
NewFinancial Service Representative Fort Wayne Orthopaedics LLCFinancial Service RepresentativeFort Wayne, INFull timeOur specialty-trained experts are committed to providing exceptional, compassionate care in the treatment of orthopedic conditions. Join our Financial Services team and play an important role in supporting patients throughout their healthcare journey.
Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible 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. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
Financial Representative VoltFinancial RepresentativeMonroeville, PA$20–$25 / hourBy applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from VOLT and its affiliates, and contracted partners. Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.
Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. 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.
Customer Service Representative – Financial Services TTECCustomer Service Representative – Financial ServicesCharlotte, NCWhether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
New Accounts Representative Heritage BankNew Accounts RepresentativeSequim, WA$23.84–$28.61 / hourThe Sequim Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Financial Advisor JobotFinancial AdvisorLynn, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information 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.
NewSales Development Representative Century Consulting ServicesSales Development RepresentativeNew York, NYRemote$75,000–$100,000 / yearFull timeSDRs act as the first point of contact for prospective clients, building trust, gathering essential financial details, and preparing comprehensive analyses for senior sales representatives. The Sales Development Representative (SDR) plays a critical role in Century's mission to help individuals overcome financial hardship and achieve long-term stability.
NewFinancial Services Representative Lakeshore Financial GroupFinancial Services RepresentativeChicago, IL$75,000–$100,000 / yearOur leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
NewPatient Access Representative (Financial Counselor) UnitedHealth GroupPatient Access Representative (Financial Counselor)Bangor, ME$17.98–$32.12 / hourThe Financial Counselor primary function is to ensure a constant and reliable cash flow, maximize revenue collections, minimize Accounts Receivable losses (bad debt) and promote excellent public relations. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewFinancial Services Representative, Wilma Rudolph Office, Clarksville TN Altra Federal Credit UnionFinancial Services Representative, Wilma Rudolph Office, Clarksville TNClarksville, TN$17.75–$21.68 / hourBy joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members.
Retail Charter Sales Representative Colony Brands, Inc.Retail Charter Sales RepresentativeJanesville, WIWe are seeking a driven, relationship-focused Retail Charter Sales Representative to develop and grow a book of retail charter clients using SC Aviation’s fleet of private jets, including midsize, super midsize, and large cabin aircraft. This role is ideal for someone who enjoys building relationships, providing responsive service, negotiating confidently, and managing the full sales cycle from initial opportunity through quote, fulfillment, and follow-up.
NewFinancial Services Representative - Rush University Medical Center - Chicago Skills for ChicagoFinancial Services Representative - Rush University Medical Center - ChicagoChicago, ILTo be eligible for Skills for Chicago services, candidates must reside in Illinois or Indiana, be authorized to work in the United States, and be either unemployed or underemployed. Working with local and global companies, Skills brings opportunities to neighborhoods and municipalities throughout the Chicagoland area.
NewFinancial Sales Representative New York Life - UniondaleFinancial Sales RepresentativeUniondale, NYImplement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients. Responsibilities: Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.
NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Philadelphia, PABCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Customer Service Representative Hajoca CorporationCustomer Service RepresentativeRaleigh, NCBe able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
NewSales & Service Representative Hajoca CorporationSales & Service RepresentativeAlbuquerque, NMBe able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.