Financial Services Representative
$75k - $90kWizeHire, Inc
Join us as a Financial Services Representative, and you'll be part of a trusted team known for its strength and respect in the insurance industry. At NYL - DFW, we prioritize your growth and development, providing you with the tools and support to excel in your career. You'll have the opportunity to build meaningful relationships with clients, guiding them toward a secure financial future. Our company is committed to customer service excellence, ensuring you can offer unparalleled service and advice. With a competitive compensation package and robust career advancement opportunities, we empower you to reach your full potential. Let’s work together to make a lasting impact in the world of financial services, where your contributions are valued and rewarded. Responsibilities Create and execute sales strategies to grow and manage customer portfolios effectively Provide personalized advice by evaluating clients’ financial needs and priorities, presenting tailored plan options that fit their goals Participate in required training sessions—both online and in person—to obtain and maintain necessary licenses Deliver exceptional customer service at every stage of the client relationship Qualifications Strong communication skills are essential for success in this role Must already hold, or be willing to obtain, a Life/Health insurance license Passion for helping others and making a positive impact Prior experience in sales or business is highly valued Comfort using CRM tools, especially Salesforce, is a plus Bilingual candidates are strongly encouraged to apply Compensation $75,000 - $90,000+ yearly About NYL - DFW We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients. #J-18808-Ljbffr WizeHire, Inc
$75k - $90k
...Job Description Job Description Join us as a Financial Services Representative at NYL - DFW, where your career growth is at the heart of everything we do. You'll be part of a team recognized for its excellence in the insurance and financial services industry, with...Suggested- ...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
Modern Woodmen
Frisco, TX6 days ago - ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- A notable fraternal financial services organization located in Texas is seeking a Regional Field Recruiter to provide financial guidance, create tailored financial plans, and support members in achieving financial goals. The role requires integrity, leadership, and a passion...Suggested
$24 - $28 per hour
...Patient Financial Counselor Hybrid Frisco Billing Office - Frisco, TX 75034 Overview Salary Range $24.00 - $28.00 Hourly Position... ...insurance and billing knowledge with exceptional customer service skills, empathy, and the ability to communicate complex financial...SuggestedHourly payFull timeWork at officeLocal areaRemote work- ...a Wealth Advisor to partner with clients in identifying their financial goals and developing customized investment strategies. The role... ...guidance. The ideal candidate will have 3+ years of financial services experience, FINRA registrations, and a strong ability to build...
- ...is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations... ...book of business through identifying value-add products and services for clients and develops additional business through referrals...Work experience placementWork at office
- Join a leading financial services company as a Financial Professional at New York Life, where you can significantly impact clients’ financial futures. This role offers a unique blend of competitive income potential, comprehensive training, and personal growth alongside...
$47k - $66.7k
## Financial Services Consultant -SIE & Registered - Frisco, TX National Contact CenterApplylocations: 3965 Dallas Parkway Frisco, TX 75034time type: Full timeposted on: Posted Todaytime left to apply: End Date: July 13, 2026 (30 days left to apply)job requisition id:...Hourly payWork experience placementWork at office- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, receiving... ...Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Schedule and Shift Monday -...Work at officeImmediate startMonday to FridayShift workDay shift
- ...in Frisco, Texas to partner with clients in identifying their financial objectives. This role involves developing personalized financial... .... Ideal candidates will have at least 3 years of financial services experience, with a preference for those holding a degree and possessing...
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look...Remote workWork from home
- What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part‑time basis while working fully remotely. This means that you get all the earning potential of a trillion‑dollar industry...Weekly payPart timeRemote workWork from home
- ...First Convenience Bank in Frisco, Texas, is seeking a dedicated customer service representative to provide exceptional service in a high-volume sales environment. Candidates should have a high school diploma and some retail or customer service experience. Responsibilities...Flexible hoursAfternoon shift
First Convenience Bank
Frisco, TX5 hours ago - ...contact for high-net-worth clients, helping them navigate their financial journeys. You will work closely with sales professionals to... ...investment strategies, and ensure a seamless transition into our services. We are looking for someone with over 3 years of experience in...
- ...looking for a Private Client Advisor to help clients with their financial planning and investment needs. In this role, you will build... ...successful candidate will possess at least 2 years of financial services experience and hold the required licenses such as Series 7 and...
- Frost in Plano, Texas, is seeking a Financial Advisor III who will help clients with financial plans and provide financial advice. This... ...development, and offering comprehensive financial planning services, including retirement planning. The ideal candidate should possess...
- A leading financial services firm in Plano, Texas, seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The advisor will support a diverse client base, from new savers to high-net-worth individuals. This role emphasizes...
- Loansbyworld, located in The Colony, TX, is seeking a Financial Service Representative to guide customers on financial journeys. Responsibilities include assisting with loan applications, providing top-tier customer service, and maintaining strong customer relationships...
- ...and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address financial... ..., greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co. Manage...Day shift
$60k - $100k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...Hourly payFor contractorsWork at officeFlexible hours- ...more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the...Work at officeLocal area
- ...part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses.... ...by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process...Work experience placementLocal area
- ...motivated insurance professionals to contribute to the growth of the agency through value-based conversations and exceptional customer service. This role presents an exciting opportunity for self-starters in a dynamic environment. Responsibilities include developing leads,...Hourly pay
- Prosperity Bank in Plano, Texas is seeking a Financial Services Associate responsible for managing client accounts, resolving inquiries, and promoting bank products. The ideal candidate will have strong communication skills, a solid understanding of financial services,...Monday to FridayShift work
$54.4k - $111.5k
...prepare for credit reviews. The Credit Analyst is knowledgeable on financial and risk analysis and demonstrates proficiency in financial... ...financial models Extensive Knowledge of banking products and services Knowledge of corporate business structure and legal documents...Full timeWork at office- ...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... ...of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...Full timeTemporary workWork experience placementWork at office
PNC Financial Services Group
Frisco, TX18 hours ago $21 - $24 per hour
...major national nonprofit focused on impact finance and advisory services, is seeking two Sales Concierge Coordinators to join their... ...Employment type Contract Job function Administrative and Sales Industries Financial Services and Non-profit Organizations #J-18808-Ljbffr...Contract workImmediate startCareer Group
Frisco, TX5 hours ago- Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the... ...with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology...Full timeRemote workWork from home
$10k
...Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments... ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...Work experience placementWork at officeWork from homeFisher Investments Careers
Plano, TX4 days ago
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