Financial Services Representative-Bilingual Pyramid, IncFinancial Services Representative-BilingualGrandview Heights, OH$18–$19 / hourFull timeBy applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Key Responsibilities: Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Financial Customer Service Representative Foundever GroupFinancial Customer Service RepresentativeOremFinancial Customer Service Representative Foundever is hiring Financial Customer Service Representatives to deliver high-quality support for lending products across voice and digital channels. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.
Financial Consultant - Invest Axos BankFinancial Consultant - InvestSan Diego, California4+ year's financial services experience; working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts. Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings.
Sales Representative - Entry Level Monterey DistrictSales Representative - Entry LevelMonterey, CaliforniaBeyond our work in financial planning, our district is deeply committed to giving back—supporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics.
NewFinancial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning.
Senior Floating Financial Service Representative- Peninsula Territory Langley Federal Credit UnionSenior Floating Financial Service Representative- Peninsula TerritoryNewport News, VirginiaLangley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results. Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Financial Services Representative World Acceptance CorporationFinancial Services RepresentativePonca City, OKSummary: 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. Success 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.
Financial Services Representative - State Farm Agent Team Member Adam Deel - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberColumbus, OH$40,000–$60,000 / yearFull timeBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized financial solutions.
Financial Services Representative - State Farm Agent Team Member Chris Madonna - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWest Chester, PAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Chris Madonna - 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 Sig Holcomb - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberConover, NCFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - 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 Yan Yan Tung - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberAustin, TXFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - 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 Dwan Johnson-Bell - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChicago, ILFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dwan Johnson-Bell - 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.
Financial Services Representative - State Farm Agent Team Member Shawn Christensen - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRochester, MNFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Shawn Christensen - 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 Michael Nickas - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberJacksonville, FLFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Michael Nickas - State Farm Agent, you will successfully market the financial products that manage everyday risks. Our agency actively participates in local events, neighborhood and apartment community outreach, youth sports activities, and relationship-building opportunities throughout the community.
Financial Services Representative - State Farm Agent Team Member Brian Gill - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMelville, NYFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Gill - 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 Will Rentschler - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberPensacola, FLFull timeROLE 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.
Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm AgentFinancial Services Representative - State Farm Agent Team Memberoroville, CARemoteFull timeROLE 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.
Financial Services Representative - State Farm Agent Team Member Bill Weychert - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberConshohocken, PAFull timeBill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection. In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.
Financial Services Representative - State Farm Agent Team Member Jeremy Senn - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChanhassen, MNFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jeremy Senn - State Farm Agent, you will successfully market the financial products that manage everyday risks. ABOUT OUR AGENCY: I’ve been in business for 13 years and lead a collaborative, high-energy team of 13 professionals who are committed to helping our clients succeed.
Financial Services Representative – State Farm Agent Team Member Ade Oyejobi - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberKaty, TXFull timeROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Ade Oyejobi - 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.