4,011 Results for

Financial Services Representative Jobs in California

Jobs

Redwood City, CA30+ days ago

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills.

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.

Fresno, CA7 days ago

$23–$26 Per Hour

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. 3. Enter alphabetic or numeric data received from clients via telephone or fax, following the format displayed on screen, and enter necessary codes.

New!

San Francisco, CA2 days ago

$21–$24 Per Hour

Consistently ranked among the nation's best hospitals, particularly recognized for excellence in neurology and neurosurgery; cancer care; heart care; diabetes; ear, nose and throat care; and psychiatry and psychology, among other services. 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.

Costa Mesa, CA27 days ago

$20–$25 Per Hour

A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom. Our PCs conduct business under unique trade names and offer a customized business approach, honoring what’s special about each local marketplace.

Redwood City, CA30+ days ago

li>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. Job DetailsJob Location: Corporate Office Location - Redwood City, CA 94063

Are you a San Mateo County Community College student looking for valuable workplace experience?.

Glendale, CA24 days ago

$55,000–$1,267,753.01 Per Year
Full-time
Part-time

Job description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.

New!

San Dimas, CA2 days ago

$65,000–$150,000 Per Year

li>Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success.

New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.

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Petaluma, CA3 days ago

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Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters.

Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports.

Chatsworth, CA7 days ago

$100,000–$145,000 Per Year

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. The Inside Sales / Account Manager is a fast-paced, customer-facing role combining inside sales, account management, and purchasing responsibilities within the fasteners business.

Work From Home, CA30+ days ago

Full-time

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Bachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience.

Develop and maintain specific account knowledge within assigned territory such as: key decision makers in each department, department hierarchy, products used and how they are used, company products and competitor’s products, new product process and programs.

New!

Kentfield, CAToday

Remote

$20.38–$36.44 Per Hour

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Excellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills. Individuals in this role serve as a liaison between medical staff, patient financial services, insurance payers, patients, family members and other team members to ensure excellent patient care.

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Los Angeles, CA5 days ago

$45,000–$54,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Irvine, CA4 days ago

$40,000–$50,000 Per Year

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Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn<https://www.linkedin.com/company/lennar/> for the latest job opportunities. We reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.

Monrovia, CA12 days ago

$1,000–$5,000 Per Month
Temporary
Contractor
Part-time

We are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.

New!

Menifee, CAToday

$65,000–$100,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions:

Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

New!

Oceanside, CAToday

Remote

$200,000–$230,000

p>VP, Service Solutions and Delivery is responsible for leading the end-to-end strategy, design, and execution of service solutions across the organization—from business pursuit through implementation, stabilization, and transition to steady-state operations. We help industry leaders across a wide range of key verticals—including retail, industrial and logistics, healthcare, education, manufacturing, and more—maintain clean, efficient, and welcoming spaces that support their operations.

New!

Los Angeles, CA4 days ago

$200,000–$250,000 Per Year

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. This role is ideal for an attorney seeking a long-term platform to manage sophisticated litigation matters, maintain and expand client relationships, and contribute to the continued growth of a dynamic litigation practice.

Marina Del Rey, California30+ days ago

$19.70–$23.17 Per Hour
Part-time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

New!

Los Angeles, CA3 days ago

li style="margin:0in 0in 0in 0px;line-height:normal;font-size:12pt;font-family:'arial' , 'helvetica' , sans-serif">Daily operations duties: Visually seen by customers and Ambassadors while on sales floor, greets customers, customer service, focuses on high shrink areas of store, focuses on purchase products, customer service shoplifters, de-escalates shoplifters and aggressive customers, assists Managers with trespassing, responds and directs in emergencies, assists in evacuations, camera surveillance when needed, clears safety hazards, partners with Regional Loss Prevention Manager, reports incidents.

In a non-Security Officer role, provides alert, professional assistance to the Loss Prevention team in their role of protecting company facilities, company assets, Ambassadors and guest.

Los Angeles, CA23 days ago

Remote

$40,000–$50,000 Per Year
Full-time

We are a growing organization focused on helping individuals and families better understand benefit programs that support long-term financial security. You will answer questions, explain options in a simple and supportive way, and guide individuals through a consultation process so they can make informed decisions with confidence.

San Jose, CA23 days ago

$40,000–$50,000 Per Year
Full-time

We are a growing organization dedicated to helping individuals and families access benefit programs that strengthen their long-term financial security. Our focus is on delivering honest guidance, maintaining professionalism, and ensuring every member we work with receives a supportive and positive experience.

Los Angeles, CA21 days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

Irvine, CA30+ days ago

$40,000–$50,000 Per Year
Full-time

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San Diego, CA10 days ago

$33.80–$38 Per Hour
Full-time

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Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn<https://www.linkedin.com/company/lennar/> for the latest job opportunities. Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for our Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career.

San Diego, CA27 days ago

$34.96–$40 Per Hour
Full-time

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Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career.

Los Angeles, CA16 days ago

$24.05–$36 Per Hour

Bachelor''s Degree and 1 years of experience in Sales, customer service, or lending and financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending and financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Morgan Hill, CA10 days ago

$27.90–$34.87 Per Hour

p>The Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships.

Knowledge of business banking deposit accounts, payroll, merchant, and the ability to promote business banking loan options.

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications:

Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

CA30+ days ago

$49,284–$73,391 Per Year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile.

Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

San Francisco, CA18 days ago

ul>

Develop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.

San Marino, CA30+ days ago

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

New!

Fairfield, California4 days ago

div style="background-repeat:no-repeat;outline:none;color:rgb( 51 , 51 , 51 );font-family:'open sans' , 'helvetica';font-size:14px;font-style:normal;font-weight:400;letter-spacing:normal;text-indent:0px;text-transform:none;word-spacing:0px">Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate’s experience, education/training, and key skills.

Benefits:

At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security.

Required Experience:

Reports directly to assigned branch management staff.

Vallejo, California13 days ago

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Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate’s experience, education/training, and key skills.

Benefits:

Required Experience:

Reports directly to assigned branch management staff.

New!

Irvine, California5 days ago

Remote

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

Dinuba, CA30+ days ago

Service 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.

Hayward, CA30+ days ago

$22.75–$29 Per Hour

Supports branch goals by identifying and recommending products and services to members, open new memberships accurately, and offering basic loan products during new membership enrollment and during daily interactions with members. They will assist potential and current members in opening new memberships, introducing loan products, and ability to transition a member/non-member to the appropriate employee as necessary.

Costa Mesa, CA25 days ago

$50,000–$75,000 Per Year

In this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Teamwork: Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges.

oroville, CA30+ days ago

ROLE 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.

San Diego, CA30+ days ago

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

Windsor, CA30+ days ago

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

San Jose, CA30+ days ago

In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.

Livermore, CA30+ days ago

$24–$27 Per Hour

Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.

Sacramento, California30+ days ago

li style="font-family:serif;font-size:10pt;margin:0pt 0pt 0pt 26.5pt;padding-left:9.5pt;text-indent:0pt">Ability to understand and follow oral and written directions, establish and maintain effective working relationships with patients, program management, medical staff, counselors and peers.

Backup Receptionist as needed by: Checking in patients, collecting payments, answering phones, scheduling intakes, and data entry.

Garden Grove, CA30+ days ago

Lelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.

San Jose, CA30+ days ago

Full-time

With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement.

Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).

San Jose, California30+ days ago

Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).

Glendora, CA30+ days ago

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. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.

Encinitas, CA30+ days ago

As a State Farm team member for Jake Cesare - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. 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.

Anaheim, CA30+ days ago

$23.13–$28.27 Per Hour

p>Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.

Job Description:

Summary:

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.

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Financial Services Representative Jobs in California

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

Senior Customer Service Representative Jobot

Patient Service Representative – ACC Call Center (Hybrid) Jobot

Inside Sales & Service Representative Hajoca Corporation

Temporary part-time Information Services Clerk MONTERRA CREDIT UNION

Financial Advisor New York Life

Financial Services Management Trainee New York Life - Greater Los Angeles

Solar Service Sales Representative Simply Solar

Inside Sales Representative Jobot

State and Local Government Sales Representative Medline Industries

Financial Counselor UnitedHealth Group

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCARE

Title Sales Representative Lennar Corporation

Insurance Agent Cornerstone Financial

Outside Sales Representative- Paid Weekly- Paid Training Safe Haven Security

VP, Service Solutions and Delivery Kellermeyer Bergensons Services

Non-Equity Partner – Multiple Practice Areas Jobot

Retail Customer Service Associate FedEx

Loss Prevention Safety Specialist Goodwill Southern California

Customer Service Representative - Remote Work American Income Life

Customer Service Representative - Work From Home American Income Life

Sales Representative Company Confidential

Title Sales Representative Lennar Homes

In-Office Customer Care Representative Lennar Homes

Field Customer Care Representative Lennar Homes

Bank Financial Services Representative (Personal Banker) First Citizens BancShares Inc

Financial Services Representative II Meriwest Credit Union

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Field Sales Representative II, Financial Services Google LLC

Financial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm Agent

Financial Service Representative -Fairfield Branch Travis Credit Union

Financial Service Representative - Vallejo Branch Travis Credit Union

Financial Services Representative - Irvine, CA Fidelity

Financial Services Representative – State Farm Agent Team Member Isaiah Tovar - State Farm Agent

Part-Time Financial Services Representative 1st United Credit Union

Licensed Financial Services Representative Shahin Chear State Farm

Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm Agent

Full-Time Financial Services Representative - Livermore 1st United Credit Union

Patient Financial Services Representative BAART Programs

Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm Agent

Financial Service Representative LTD Global

Financial Service Representative Global

Financial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Jake Cesare - State Farm Agent

Financial Service Representative Enterprise Bank & Trust (Saint Louis)

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