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Financial Representative Jobs in the United States

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Jobs

Call Center Agent / Financial Services CSR Iconma LLC

Answer inbound calls from shareholders and prospective shareholders Promptly respond to clients' telephone inquiries and ensure that their needs are met with accuracy and professionalism. Responsibilities: Answer incoming calls from shareholders, brokers and institutional clients for the various clients that client support.

12 days ago

Call Center Agent / Financial Services CSR Iconma

Remote, AZ

Remote

$14.50–$17.50 / hour
Quick Apply

Answer inbound calls from shareholders and prospective shareholders Promptly respond to clients’ telephone inquiries and ensure that their needs are met with accuracy and professionalism. Answer incoming calls from shareholders, brokers and institutional clients for the various clients that client support.

11 days ago

Surgical Scheduler / Financial Clearance Representative Vitruvian Health

Cleveland, Tennessee

Seeks to help patients understand their financial responsibilities by providing estimated out-of-pocket costs and payment options, while delivering exceptional customer service to set the tone for the patient's journey of care and manage financial expectations prior to clinic appointments or surgery. Serves as a cross-trained resource and provides front office coverage as needed to support patient access, maintain workflow efficiency, and ensure continuity of operations during periods of high patient volume, staff absences, or other coverage needs.

30+ days ago

Financial Services Representative - State Farm Agent Team Member Glenn Goodrich - State Farm Agent

Bala Cynwyd, PA

Full time

ROLE DESCRIPTION: Glenn Goodrich State Farm Agency: We are looking for an Insurance & Financial Sales Representative to grow with our Agency (preferrably with State Farm or insurance experience). We have a great small team set in place for the future with a great office dynamic & we're looking to add another vital piece to the team.

30+ days ago

Bilingual Financial Services Representative Pyramid Consulting, Inc

Grandview Heights, OH

$18–$19 / hour
Quick Apply

Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.

6 days ago

Financial Services Representative - State Farm Agent Team Member Eric Blondin - State Farm Agent

Rehoboth, DE

Full time

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

30+ days ago

Financial Account Representative – State Farm Agent Team Member Jill Willey - State Farm Agent

Berwyn, IL

Full time

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.

30+ days ago

Financial Services Representative - State Farm Agent Team Member Trey Nelms - State Farm Agent

Chattanooga, TN

Full time

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

28 days ago

Financial Services Representative – State Farm Agent Team Member Jill Willey - State Farm Agent

Berwyn, IL

Full time

29 days ago

Financial Account Representative – State Farm Agent Team Member Chad Carlisle - State Farm Agent

Parker, CO

Full time

ROLE DESCRIPTION: Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Products & Financial Account Representative team member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.

30+ days ago

Financial Services Representative 1 City National Bank of West Virginia

Charleston, WV

Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes. Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed.

30+ days ago

Financial Services Representative – State Farm Agent Team Member Steve Sparkman - State Farm Agent

Williamsburg, VA

Full time

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

6 days ago

Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm Agent

Glenville, NY

Full time

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

30+ days ago

Sales Representative – Insurance & Financial Services Sandra Suarez - State Farm Agent

Livingston, NJ

$40,000–$90,000 / year
Full time

If you thrive in a goal-oriented environment, enjoy building relationships and want a career with strong earning potential and growth opportunities, we’d love to meet you. As a team member for Sandra Suarez State Farm, you will be responsible for promoting our team, our insurance products, and financial services we offer to our community.

30+ days ago

Financial Services Representative - State Farm Agent Team Member Brandon Burke - State Farm Agent

Rome, GA

Full time

This is an in-person role, you’ll work warm inbound leads, outbound opportunities, and current client accounts to uncover needs, close business, and grow accounts through multiline solutions in a winning environment. You May Be a Great Fit as a Business Development Representative at Brandon Burke State Farm if: You are highly competitive and motivated by income, growth, and winning.

13 days ago

Personal Banker II (Financial Services Representative) Suffolk Credit Union

Islandia, NY

Full time
Quick Apply

Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.

18 days ago

Senior Financial Services Representative/ Senior Bank Teller Smartfinancial Inc

Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Our Senior Financial Services Representative will be responsible for: Providing excellent customer service by meeting the needs of clients in an efficient and friendly manner.

5 days ago

Coding Representative - Professional Coding Division (PCD) Patient Financial Services University of Iowa

Iowa City, IA

University of Iowa Health Care's department of Professional Coding Division is seeking a Coding Representative to assign ICD‑10‑CM diagnosis codes and CPT procedure codes for services including comprehensive coding professional services, professional outpatient encounters, and professional services provided during hospital inpatient stays. Employees will be required to provide a photo of the domicile office setup and perform an internet speed test by visiting https://www.speedtest.net/ with a minimum 30mb download and 10mb upload reflecting a University of Iowa IP address, then providing a screenshot of the speed test to HR.

4 days ago

PATIENT FINANCIAL SERVICES REPRESENTATIVE East River Medical Imaging, PC

New York, NY

$21–$24 / hour
Quick Apply

Our Patient Financial Services Representatives are valued members of the care team and work in a patient-centered culture that prioritizes quality over volume. With locations on Manhattan’s Upper East Side and White Plains, ERMI is known for advanced technology, top-quality imaging services, and a warm, caring environment.

30+ days ago

Financial Services Representative City National Bank of West Virginia

Staunton, VA

27 days ago

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Financial Representative Jobs in the United States

Call Center Agent / Financial Services CSR Iconma LLC

Call Center Agent / Financial Services CSR Iconma

Surgical Scheduler / Financial Clearance Representative Vitruvian Health

Financial Services Representative - State Farm Agent Team Member Glenn Goodrich - State Farm Agent

Bilingual Financial Services Representative Pyramid Consulting, Inc

Financial Services Representative - State Farm Agent Team Member Eric Blondin - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Jill Willey - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Trey Nelms - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Jill Willey - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Chad Carlisle - State Farm Agent

Financial Services Representative 1 City National Bank of West Virginia

Financial Services Representative – State Farm Agent Team Member Steve Sparkman - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm Agent

Sales Representative – Insurance & Financial Services Sandra Suarez - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Brandon Burke - State Farm Agent

Personal Banker II (Financial Services Representative) Suffolk Credit Union

Senior Financial Services Representative/ Senior Bank Teller Smartfinancial Inc

Coding Representative - Professional Coding Division (PCD) Patient Financial Services University of Iowa

PATIENT FINANCIAL SERVICES REPRESENTATIVE East River Medical Imaging, PC

Financial Services Representative City National Bank of West Virginia

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