- A company is looking for a Financial Services Representative.Key Responsibilities : Responding to incoming calls from investment professionals, plan sponsors, and members on various topicsInterpreting product suites and changes, offering consultative expertise, and maintaining detailed documentationEducating customers on tax implications, benefits, and resolving issues with first-time final resolutionRequired Qualifications, Training, and Education : High school diploma or equivalent required;
- undergraduate degree in finance, business administration, insurance, economics, or communications preferredChFC, CLU, or other industry designations desirable;
FINRA series 6 and / or 26 licenses preferredOne year of experience in customer service or sales-related occupationsKnowledge of insurance products, sales processes, state and local laws, and FINRA rules and regulationsAbility to understand general aspects of plans / contracts and utilize technology to enhance customer interactions
Financial Services Representative
A company is looking for a Financial Services Representative. ...
Internal Sales Representative
Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America. Our Account Manager - Intern...
Remote Financial Services Representative
This is a fully remote position *** Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative , you will be a driving force in providing exceptional service to our clients. As a Licensed Representative, you’ll have the opportunity t...
Consumer Litigation Representative
The Loss Mitigation Agent will work directly with the Dealer Services Manager, internal Account Management, external Area Managers, Remarketing / Consumer Litigation Agent as well as Dealerships in the effort to collect on all deficiency balances from the time a dealer is defaulted through charge of...
Life Insurance Sales Representative - Take Control of Your Future Now!
Apply now to enjoy a rewarding and fulfilling career as a Life Insurance Sales Professional! Our agency seeks to make positive impacts in communities across the country by helping to protect families from financial turmoil. Clients reach out to us daily for financial peace of mind, specifically in t...
Customer Service Representative (Loan Consultant I - CA)
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vi...
Customer Service Representative
Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred. Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. They also sell company products and services. Promoting our products a...
Customer Service Representative (Loan Consultant I - CA)
Actively market all branch products and services to individuals. ...
Strategic Account Representative
Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America. Strategic Account Representa...
Experienced Financial Services/ Insurance Professional/ Registered Representative
Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee be...