Financial Representative

Financial Representative Finance Jobs

19 jobs found

Today

Bilingual Financial Services Representative

Tailored Management Columbus, OH

Columbus, OH

Today

$19+/hr Full time Bilingual Client Service Financial Representative

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Job Description

Tailored Management is hiring a Bilingual Financial Services Representative in Columbus, OH (onsite) to support life new business customers through accurate communication and contract-related processing.

Responsibilities

Handle inquiries from customers, brokers, agents, and government agencies via oral and written communication
Assist with and process financial transactions and contract-related requests in line with policy provisions and applicable regulatory guidelines
Interpret and explain contract provisions for current and historical products to internal and external stakeholders
Review routine processing errors, resolve as appropriate, and escalate complex or exceptional cases when needed

Requirements

Must read, write, and speak in Spanish and English
High school diploma required; college degree preferred
3 years of work experience required
2 years of product-related customer service experience preferred
Knowledge of general office practices, customer service, and office equipment
Experience with information systems and insurance/financial services industry practices preferred (example: Life Insurance)
Demonstrated effective written and oral communication skills to interact with customers, team members, and management
Ability to identify and evaluate problems, analyze customer inquiries, and determine the appropriate next action

Schedule

Week 1 (Training): Onsite, Monday–Friday, 8:00 am to 4:30 pm
Week 2 (Shadow): Onsite, Monday–Friday, shift varies based on the person being shadowed
Weeks 3–4 (Post-training): Onsite, Monday–Friday, 11:30 am to 8:00 pm
Beyond Week 4: Hybrid, Tuesdays/Wednesdays onsite, 11:30 am to 8:00 pm
No weekends

Compensation

$19.00 per hour

Benefits

Medical Coverage: HDHP, PPO, and Surest plan options
Minimum Essential Coverage (MEC)
Dental Insurance
Vision Insurance
Short-Term Disability (STD)
Long-Term Disability (LTD)
Life & AD&D Insurance
Critical Illness Insurance
Accident Insurance
Employee Assistance Program (EAP)

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2d ago

Financial Service Representative

Heights Finance Corporation Eau Claire, WI

Eau Claire, WI

2d ago

$15 - $22/hr Full time Client Service Financial Representative Financial Services

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Job Description

Heights Finance Corporation is seeking a Financial Service Representative in Eau Claire, WI to support customers through the loan lifecycle while maintaining regulatory compliance.

Responsibilities

Deliver exceptional customer support for new and returning clients, guiding customers through the loan process with professionalism.
Apply consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Handle inbound calls confidently and place proactive outbound calls to attract new business and promote offerings.
Work with customers on past-due accounts to provide solutions and work toward resolution.
Complete a hands-on training program with one-on-one mentoring to build skills and confidence.
Follow regulatory guidelines and company policies to protect customer information and company assets.

Requirements

Genuine desire to help others and deliver top-tier service in every customer interaction.
Confidence promoting products and services aligned to customer needs.
Strong verbal and written communication skills with the ability to build rapport quickly.
Ability to think on your feet and develop creative solutions to customer challenges.
Willingness to learn new systems and processes in a dynamic environment.
Collaborative mindset and desire to contribute to team success.
High school diploma or equivalent required; college coursework or degree is a plus.
Experience in customer service, sales, or consumer finance is preferred but not required; training will be provided for the right candidate.

Benefits

Paid Time Off
Medical, Dental, and Vision
Other voluntary coverages
401(K) program with company match
Benefits available to all full-time employees starting day one
30 days post hire, starting on the 1st of the month
Employee Assistance Program access
Emergency Relief Fund
Attain4All
Tuition Reimbursement
Leadership Development Programs
Potential to earn through the Monthly Bonus Program

Work Location

2701 North Clairemont Avenue, Eau Claire, WI 54703

Hours

Full Time - Monday through Friday, 8:30am to 5:30pm
Evenings and weekends based on business needs/peak seasons

Compensation

Hourly: $15.75 - $22.25
Base hourly range reflects the low and high end of the anticipated range for this position based on state average.
Actual hourly rate determined by factors including location, skills, knowledge, competencies, and experience.

This employer participates in E-Verify for US-based hires.
#LI-ONSITE
Keywords: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca.

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8d ago

Financial Representative

P&W Financial Group - Northwestern Mutual Jackson, MS

Jackson, MS

8d ago

$62k - $87k/yr Full time Advisor Client Relations Financial Planning

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Job Description

Work in a hybrid role helping individuals and businesses pursue long-term financial security through tailored planning and insurance solutions.

Responsibilities

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Evaluate client needs and recommend insurance strategies to help protect assets and income
Review and monitor financial plans, providing regular updates and adjusting strategies as circumstances change
Grow and maintain a client network through referrals, community involvement, and professional associations

Requirements

Bachelor’s degree in finance, business, or a related field (preferred)
Previous experience in financial services, insurance, or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking and the ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Compensation

USD 62,000 - 87,000 per year

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Opportunity for advancement
Training & development
Professional Development: ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: competitive compensation structure including performance incentives, with no ceiling
Support and Mentorship: support from a dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: flexibility to create a schedule aligned with your lifestyle and goals

District Office

107 Merchant Street, Suite 2A, Madison, MS 39110

Mississippi Charities Supported by the District

Young Life: hosts pickleball tournaments and serves on the local Board
Fellowship of Christian Athletes (FCA): participates on the Board supporting initiatives
The Mind Center: serves on the Board and supports brain health and research efforts
Children’s Hospital of Mississippi in Jackson: major donors, with multiple team members passionate about supporting the cause

Values

Integrity: commitment to the highest level of integrity, putting clients first and sharing uncomfortable truths with respect
Discipline: consistent, disciplined action supported by time-tested financial strategies and operational procedures
Service: proactive communication and execution of each client’s plan

Local Leadership

Chase Patrizzi, Managing Director
- With Northwestern Mutual for 9 years
- Served in the National Guard before joining Northwestern Mutual
- Community involvement includes support for Children’s Hospital of Mississippi
Gates Willson, Growth & Development Director
- With Northwestern Mutual for 5 years
- Joined right out of college; active with Young Life
Julie Colbert, Financial Advisor
- With Northwestern Mutual since 1990
- Lifetime member of the Million Dollar Round Table
Christopher Johnston, Wealth Management Advisor
- With Northwestern Mutual since 2008
- Mentors newer advisors on the team

Work Location

Jackson, MS (hybrid)

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12d ago

Representative, Solutions Center - Financial Services

Nationwide Columbus, OH

Columbus, OH

12d ago

$46k - $76k/yr Full time Advisor Client Relations Client Service

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Job Description

Provide call-center support for investment professionals, plan sponsors, and members in a fully on-site role in Columbus, OH.

Responsibilities

Receive and respond to incoming calls from investment professionals, plan sponsors, and members across a variety of topics
Support multiple product suites, including current offerings and products no longer sold that still require servicing
Interpret and apply updates and enhancements to both new and existing products using daily change communications
Use consultative problem-solving to identify the question behind the question and uncover unstated needs
Document conversations through established processes to strengthen member relationships
Follow FINRA or other required licensure rules, Nationwide policies, firm requirements, plan documents, and applicable state and local laws
Educate customers on tax implications, penalties and surrender charges, death benefit protection, lifetime income, and capital preservation/plan benefits
Analyze issues to drive first-time resolution, escalating to internal partners when necessary
Apply lean methodology in daily work through problem-solving meetings and team huddles
Participate in monthly 1:1 meetings with leadership to build a career path strategy and set goals and expectations for success
Perform other responsibilities as assigned

Requirements

FINRA Series 6 license required, or must be obtained within 120 days of hire
High school diploma or equivalent required
ChFC, CLU, or other industry designations desirable
FINRA Series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system
Associates must acquire required federal and/or state licenses/registrations within the timeframe designated by the business unit
If required licenses/registrations are not obtained within the designated timeframe, the associate will be ineligible to continue in the position
Credit check may be required if a license is required for this position
At least 1 year of experience in customer service or sales-related occupations
Knowledge of various insurance products and the sales process
Solid understanding of state and local laws related to legal implications of product features across states
Understand the consequences of not following FINRA rules and regulations
Excellent verbal and written communication skills
Proficiency with computers and common office software
Ability to understand general aspects of plan/contract and use technology to enhance customer conversations

Benefits

Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year, pro-rated quarterly based on hire date
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire

Location and Schedule

Columbus, OH (onsite)
Fully on-site role; a hybrid schedule requiring on-site presence at least two days per week begins after required licensing and certifications are obtained

Licensing and Work Authorization Notes

Does not qualify for employer-sponsored work authorization
Nationwide does not participate in the STEM OPT extension program

Job Conditions

Overtime eligibility: Eligible (Non-Exempt)
Working conditions: Call center environment
Extended periods of time sitting in front of a computer and taking phone calls

Reporting

Reports to Supervisor/Manager
No direct reports

Compensation

National salary range: $46,345.00 to $75,500.00 per year
Expected starting salary range: $46,345.00 to $60,800.00

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17d ago

Financial Service Representative

Heights Finance Corporation Onalaska, WI

Onalaska, WI

17d ago

$15 - $22/hr Full time Client Relations Client Service Financial Representative

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Job Description

Onsite in Onalaska, WI: Heights Finance Corporation is hiring a Financial Service Representative to support customers, assist with the loan journey, and help drive sales and collections.

Responsibilities

Deliver exceptional support to new and existing customers, walking them through the loan process with professionalism
Use consultative sales methods to explain financial products and services, and identify opportunities to upsell and cross-sell
Handle inbound calls confidently and make proactive outbound calls to attract new business and promote offerings
Work directly with customers on past-due accounts, offering options and working toward account resolution
Participate in a hands-on training program with one-on-one mentoring to build skills and confidence
Follow regulatory requirements and company policies to safeguard customer information and company assets

Requirements

Genuine desire to help others and provide top-tier service in every interaction
Confidence promoting products and services aligned to customer needs
Strong verbal and written communication skills with the ability to build rapport quickly
Ability to think on your feet and propose creative solutions for customer challenges
Willingness to learn new systems and processes in a fast-changing environment
Collaborative mindset with a desire to contribute to team success
High School diploma or equivalent required; college coursework or degree is a plus
Experience in customer service, sales, or consumer finance preferred but not required (training provided)

Benefits

Paid Time Off
Medical, Dental, Vision
Other voluntary coverages
401(K) program with company match
Eligible for benefits starting day one
30 days post hire, starting on the 1st of the month
Employee Assistance Program access
Emergency Relief Fund
Attain4All
Tuition Reimbursement
Leadership Development Programs
Potential to earn through the Monthly Bonus Program

Work Location

605 2nd Avenue South, Ste 120, Onalaska, WI 54650

Hours

Full Time: Monday through Friday, 8:30am to 5:30pm
Evenings and weekends based on business needs and peak seasons

Pay

Hourly: $15.75 to $22.25

E-Verify: This employer participates in E-Verify for US-based hires.

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18d ago

Financial Services Representative

New York Life & NYLIFE Securities LLC Valencia, CA

Valencia, CA

18d ago

$50k - $226k/yr Full time Client Relations Client Service Financial Planning

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Job Description

New York Life & NYLIFE Securities LLC is hiring a Financial Services Representative for a hybrid role based in Valencia, CA. In this position, you partner with clients to support retirement planning, college funding, life insurance needs, and investment strategies, while also helping drive business through planning, marketing, and client prospecting.

You will work through training from New York Life to build product knowledge and professional skills, then apply that knowledge to present appropriate solutions. Depending on your goals, the role offers an option to obtain licenses needed to sell investments and other securities products related to wealth management and advanced planning.

What you’ll do

Develop and implement business and marketing plans
Prospect for potential clients to discuss their financial needs and concerns
Present potential solutions using the company’s suite of products and services
Grow professional skills and knowledge through the New York Life training curriculum

What you’ll need

Location: Valencia, CA 91355 (required)
Relocation before starting work (required)
W2 position with full benefits
Optional licenses are sponsored and paid for by the company

Compensation and pay

Pay range: $50,000.00 to $226,000.00 per year
First-year average in this branch: $76,000 to $80,000/year
Third-year average in this branch: $151,733/year
Compensation includes both fixed and variable components

Benefits

401(k) and 401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Licensing and sales conditions

Optional licenses may be obtained to sell investments and other securities products related to wealth management and advanced planning
Variable products can only be sold by registered representatives holding the appropriate securities licenses

Job type: Full-time. Work setup: Hybrid remote in Valencia, CA 91355. Management opportunities: Management opportunities are available.

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22d ago

Financial Services Representative

New York Life Insurance Company & NYLIFE Securitiess, LLC. Fargo, ND

Fargo, ND

22d ago

$88k - $96k/yr Full time Advisor Client Relations Client Service

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Job Description

The Financial Services Representative role supports clients in building long-term financial foundations and working toward their monetary goals. The position is based in Fargo, ND and provides a structured development path that combines training, marketing support, and ongoing technical assistance.

Role Overview

In this position, you will help clients access a range of financial products and services designed to support a bright future. The role includes providing investment advisory services, offering securities, and delivering insurance solutions through the applicable business lines listed below.

Key Responsibilities

Present a broad set of financial products and services to clients seeking to establish strong financial foundations and achieve their monetary goals for a bright future.
Provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
Provide securities through NYLIFE Securities LLC (member FINRA/SIPC).
Provide insurance through a licensed insurance agency.

Training, Support, and Professional Development

Complete a comprehensive three-year training program provided by New York Life.
Receive marketing support along with prospecting and technical assistance.
Develop your clientele with guidance from highly successful, established agents and managers.
Access the resources and ongoing support expected from a Fortune 100 company.