76,743 Financial Services Representative jobs in the United States

Financial Services Representative

97201 Portland, Oregon

Posted 19 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Financial Services Representative

Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)

Benefits:

  • Base Salary plus Commission
  • SIMPLE IRA retirement match up to 3%
  • PTO: 3 weeks every year with unlimited carryover
  • 2k raise to base salary every 4-6 months for meeting a high level of production
  • Valuable experience
  • Health insurance
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
  • Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
  • - if not, I can help you obtain these)
  • Conduct financial reviews and recommend appropriate products.


QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Must be able to obtain relevant licenses.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication & interpersonal skills.
  • Successful track record of meeting sales goals/quotas preferred.
  • FINRA Series 6, 63 and 65 licenses preferred.


If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

PM24





PIcbe39e2d4361-34600-36893171

View Now

Financial Services Representative

46202 Indianapolis, Indiana Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
_We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400.00 during training (increases depending on related experience), plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. _Employees have the potential to increase their total compensation to $8,740 ( 53,400 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases._
**What you have**
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
**Required qualifications**
+ Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
+ Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
**Preferred qualifications**
+ Previous customer service experience
+ Previous client relationship experience
+ Bachelor's degree or higher in Finance, Economics, or related field from accredited university
+ Ability to adapt to changes in the market and business
+ Eagerness to learn about finance
+ Passion for service to clients
+ Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
+ Robust communication, influencing and client engagement skills
+ Desire to be part of a supportive and collaborative team
+ Shown success navigating multiple computer applications
# Campus
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
View Now

Financial Services Representative

11040 New Hyde Park, New York Northwell Health

Posted 9 days ago

Job Viewed

Tap Again To Close

Job Description

**Req Number** 164793
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
View Now

Financial Services Representative

68182 Omaha, Nebraska Charles Schwab

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
_We offer a competitive pay and bonus package. Starting compensation for this location begins at $50,300 during training, plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. _Employees have the potential to increase their total compensation to $7,530 ( 52,300 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases._
**What you have**
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Charles Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
**Required Qualifications**
+ Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
+ Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
**Preferred Qualifications**
+ Previous customer service experience
+ Previous client relationship experience
+ Bachelor's degree or higher in Finance, Economics, or related field from accredited university
+ Ability to adapt to changes in the market and business
+ Eagerness to learn about finance
+ Passion for service to clients
+ Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
+ Robust communication, influencing and client engagement skills
+ Desire to be part of a supportive and collaborative team
+ Shown success navigating multiple computer applications
#Campus
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
View Now

Financial Services Representative

11747 Melville, New York Northwell Health

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

**Req Number** 165216
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
View Now

Financial Services Representative

11747 Melville, New York Northwell Health

Posted 24 days ago

Job Viewed

Tap Again To Close

Job Description

**Req Number** 162889
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
View Now
Be The First To Know

About the latest Financial services representative Jobs in United States !

 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Services Representative Jobs