Associate, Financial Advisor, Boston, MA Banco Santander (Brasil) SAAssociate, Financial Advisor, Boston, MABoston, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
AVP, Financial Consulting Axos BankAVP, Financial ConsultingSan Diego, CaliforniaAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want.
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Licensed Financial Professional Northwestern Mutual - Lawhon NetworkLicensed Financial ProfessionalFort Lauderdale, FLFull timeWe 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. Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
Financial Service Representative Harvey 5163 Keesler Federal CareerFinancial Service Representative Harvey 5163Harvey, LouisianaConsistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC.
Patient Financial Services Representative - Hospital Billing Beth Israel Lahey HealthPatient Financial Services Representative - Hospital BillingUnder oversight of the Department Manager & Supervisor, the Patient Financial Services Representative – Hospital Billing will be responsible for efficient & timely billing and collections of hospital outstanding balances on inpatient and outpatient accounts receivable within assigned work queues for a large multi-facility healthcare system with future expansion anticipated to maximize reimbursement to the health system. - Handles payer 277 rejections of accounts and resubmits claims through Epic Billing system or other means of submission (i.e., email, fax, payer portal, certified mail) and provides trends to management for payer outreach and/or internal billing system updates to ensure timely filing and reimbursement.
Financial Account Representative – State Farm Agent Team Member Charles LaubachFinancial Account Representative – State Farm Agent Team MemberSan Antonio, TexasService 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.
Financial Services Representative (Part-time) World FinanceFinancial Services Representative (Part-time)Thoreau, New MexicoSuccess in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. The Financial Services Representative Part Time (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs.
NewPart-Time Financial Services Representative World FinancePart-Time Financial Services RepresentativeVicksburg, MississippiSuccess in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs.
Floating Financial Service Representative Metairie 5199 Keesler Federal CareerFloating Financial Service Representative Metairie 5199Metairie, LouisianaIn support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service.
Financial Education Representative NexeraFinancial Education RepresentativeRaleigh, NC$1,200–$2,000Our representatives educate consumers on financial products and services designed to help them save, manage, and grow their money. Help people gain confidence with their finances.
Financial Services Representative - State Farm Agent Team Member Noah Labauve - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSpring, TXFull timeIn 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.
Financial Account Representative – State Farm Agent Team Member Lisa Craddock - State Farm AgentFinancial Account Representative – State Farm Agent Team Memberstockbridge, GAFull timeAs a State Farm team member for Lisa Craddock - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Account Representative – State Farm Agent Team Member Tenyiah Simmons Patterson - State Farm AgentFinancial Account Representative – State Farm Agent Team MemberLansing, ILFull timeTo 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 tailored insurance and financial products that align with their unique requirements.
Financial Services Representative (Temporary) World FinanceFinancial Services Representative (Temporary)Gainesville, TXSuccess in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs.
Financial Services Representative (Part-Time) World FinanceFinancial Services Representative (Part-Time)Thoreau, NMSuccess in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. The Financial Services Representative Part Time (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs.
Patient Financial Services Representative 1776 S. Queen StPatient Financial Services RepresentativeYork, PennsylvaniaThe basic function of the Patient Financial Services Representative is to work closely with the AR Department and Business Office to ensure timely claim submission and account follow-up, and to work closely with our patients to ensure 5-star customer service. Must possess excellent working knowledge of medical insurance and billing procedures with understanding of HMO, PPO and indemnity plans.
Floating Financial Service Representative Vancleave 5230 Keesler Federal CareerFloating Financial Service Representative Vancleave 5230Vancleave, MississippiIn support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service.
Financial Services Representative Premier Truck GroupFinancial Services RepresentativeReading, PAFinancial Services Representative Qualifications Bachelor's degree preferred or equivalent sales, customer service, or business experience.• Strong desire to build a career in finance, lending, sales, or business development.• We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services.
Financial Services Representative – State Farm Agent Team Member Jamie Daugherty - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberMarion, VAFull timeROLE DESCRIPTION: Jamie J Daugherty State Farm is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.