Financial Services Representative
SkyKey Financial
SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven, this could be a great fit. Both Part-time and Full-time openings are available. What We Offer: Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your calendar - No Cold Calling! Responsibilities: Educate and assist clients in selecting the best retirement options and life insurance policies Build and maintain strong client relationships Stay up to date on industry regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills Self-motivated with a goal-oriented mindset Ability to work independently and as part of a team Must be at least 18 years old as required by state law If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join SkyKey Financial and take your career to new heights. Apply Today! #J-18808-Ljbffr SkyKey Financial
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$21 per hour
...Customer Service Representative California Check Cashing Stores, San Leandro, CA As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they needright when they need it the most. You'll play a pivotal role...SuggestedHourly payFull timeTemporary workCasual workWork at officeLocal area- ...Responsibilities Acquire and deepen the branch customer base through proactive sales and service activities. Manage the customer experience by identifying opportunities to improve financial wellbeing. Collaborate with ecosystem partners to grow customers’ share of wallet....SuggestedTemporary work
$40k - $45k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Kim... ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the...SuggestedFor contractorsWork at office$23 - $31 per hour
...collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid... ...including Microsoft Word, Excel and Outlook Excellent customer service and organizational skills Attention to detail with the capability...SuggestedFull time$20.8 - $36 per hour
...What to Expect As a Financial Services Specialist, you will help manage Tesla's North American captive vehicle leasing, vehicle loan, and energy loan portfolio. Acting as a primary point of contact for customers, you will also collaborate with internal and external...Hourly payFull timeTemporary workWork experience placementFlexible hours- ...team in Oakland/Bay Area. You will deliver proactive, tailored financial advice, coordinate with Wealth Advisor and Client Experience... ...empathy and clarity. The role requires 10+ years in financial services, FINRA Series 65, and strong planning skills, with CFP preferred...Private practice
$40k - $46k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at office$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity... ...A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple...Work at officeLocal area- ...business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. E Customer Service Representative, Customer Service, Customer Experience, Representative, Retail...
$43.68k - $69.9k
...appropriate business partner for products and services uncovered during business interactions... ...will be expected to travel to various Financial Centers within the market.... ...seamlessly to the Lead Customer Service Representative or other leadership as necessary. Demonstrate...Work at office$25 per hour
...part of our team, come join us! We are contributing to the financial well-being of community members and our employees. We are a diverse... ...opportunity they can to sell Provident's great products and services to help our members manage their finances successfully. You'll...Hourly payFull timeTemporary workMonday to ThursdayFlexible hours- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- Summit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success... ...will be deeply involved across the full lifecycle of client service and financial planning execution—preparing for client meetings,...Immediate start
$18 - $22 per hour
...prompt, accurate, and friendly customer service. Service can include responding to... ...experience (outside sales or inside sales representative, retail sales associate, or telemarketing... ...future? This busy insurance and financial services office has a passion to make a...Hourly payPart timeFor contractorsWork at officeFlexible hours$45k - $60k
...Health insurance ROLE DESCRIPTION: As a Customer Service Representative with Rolando Suarez agency, you will generate the kind of... ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the...Hourly payFor contractorsWork at officeImmediate start- ...Bank Teller – Universal Banking Representative -Bilingual Cantonese or Mandarin - Entry Level... ...Community Bank that has proudly served the financial needs of multiple Bay Area communities... ...the highest level of personal service to our customers; we take a personal interest...Full time
- ...an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates 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
$75k - $95k
...performance monitoring as well as gathering data and generating reports to inform decision‑making. Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets, providing commentary on variances Support financial forecasting and...Full timeLocal areaFlexible hours- ...Consumer & Community Bank Finance Integration team! The Firmwide Financial Controllers organization ensures the accuracy, integrity, and... ...• Bachelor’s degree • 2 years in accounting within financial services; experience with project lifecycle and financial product...
- ...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-focused,...For contractorsWork at officeFlexible hours
$150k - $200k
...contractor with over 100 locations. We provide commercial roofing services, including roof replacement, repairs, maintenance, emergency... ...warrior As our professional-level Roofing Service Sales Representative to join our Sales Team in the Bay Area . You will win...For contractorsWork at officeFlexible hoursNight shift- ...for managing a portfolio for third party eligibility/recovery Company Description Administrative Social Service/office Financial Counselor Financial Services Third Party Recovery Company Description Administrative Social Service/office\r\...Work at office
- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised...For contractorsWork at office
$45k - $60k
...We're Hiring! As a Customer Service Representative with Rolando Suarez agency, you will generate the kind of exceptional client experiences... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payWork at office$45k - $55k
...meeting sales quota. Procurement of additional new business. Safely operates a company van in designated areas to provide products and service to a variety of clients. Verifies daily preventative maintenance of vehicle and maintains proper operator documentation. Manages...16 hoursTemporary work$66.88k - $97.76k
...annual reporting and forecasting. Develops new reports and audits financial data to measure against organizational KPIs and prepares grant... ...in budget management. Assists with a variety of financial services, including reconciling, the entry of grant budgets in Kuali and...Local areaWork visa$95k - $120k
...Veev is in need of a skilled finance analyst to support our organization. This role will support with planning, forecasting, and financial decision-making. Responsibilities Support all Operations functions - Production, Construction, Supply Chain, Logistics, Quality, Planning...Local areaFlexible hours$105k - $131.26k
...Union is a not-for-profit credit union dedicated to building financial health and wellbeing for our members. Since 1936, we have grown... ...+ years of experience in FP&A or finance within the financial services industry. Proficiency in creating and manipulating SQL databases...Full timeTemporary workPart timeWork at officeFlexible hours$90k - $180k
...professionals measure, track and analyze glucose levels. As a Senior Financial Analyst, you will be part of the Global Operations and Quality... ...(including interaction with Genpact and Corporate Financial Services teams) Actuals reporting and analysis of actual vs forecast...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- airport customer experience specialist San Leandro, CA
- customer relations associate San Leandro, CA
- client service specialist San Leandro, CA
- bilingual customer service representative spanish english San Leandro, CA
- customer service officer San Leandro, CA
- client solutions specialist San Leandro, CA
- customer service expert San Leandro, CA
- customer service specialist San Leandro, CA
- customer order specialist San Leandro, CA
- customer relations representative San Leandro, CA


