- 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
Patient Financial Services Representative Deharo Saldivar Clinic - Spanish speaker preferred
Performs registration duties to include patient registration, obtaining precertification, obtaining proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability at the most basic level. Minimum of 2 years' experience within a ho...
Customer Service Representative
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. Although many of our customers...
Patient Financial Services Representative
Performs registration duties to include patient registration, obtaining precertification, obtaining proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability at the most basic level. Minimum of 2 years' experience within a ho...
Senior Inside Sales Representative
The Senior Inside Sales Representative is a quota-carrying team member responsible for working with smaller size customers across financial services and specialty industries to position and sell CS products. Experience in the financial services, or lending compliance industries. Wolters Kluwer is a ...
Financial Services Representative – State Farm Agent Team Member
Linda DeSpain - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative – State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their famil...
Customer Service Representative- Bilingual Spanish Preferred
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...
Dallas Financial Services Representative
MCI organically grows, acquires, and operates companies that have a synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing ...
Financial Services Representative – State Farm Agent Team Member
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Sales experience (...
Dallas Financial Services Representative (Full-Time)
MCI organically grows, acquires, and operates companies that have a synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing ...
Financial Services Helpdesk Representative (FULL-TIME)
MCI organically grows, acquires, and operates companies that have a synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing ...