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
$22 - $27 per hour
...members and communities we serve across the East Bay and Tri-Valley areas. Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer...SuggestedHourly payPart time- 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
$25 - $35 per hour
State Farm Agent in San Leandro, CA is seeking a Licensed Insurance & Financial Services Account Representative committed to providing excellent customer service and insurance solutions. You will build relationships with customers and support them with their insurance needs...SuggestedHourly pay$25 - $35 per hour
Jerrygarciasf in San Leandro, CA, is hiring a Business Development Representative to build relationships and sell insurance products. The ideal... ...policyholders, setting appointments for varied insurance services, and providing excellent customer service. Compensation...SuggestedHourly pay- Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning. Ideal candidates possess strong communication...Suggested
$77k - $145k
...risks, and action items. Administer service accounts, shared access controls, distribution... .... Experience working within a large financial services or other highly regulated... ...b. Wells Fargo requires you to directly represent your own experiences during the recruiting...Full timeWork at officeWork from homeVisa sponsorship2 days per week3 days per week$45.9k - $75.9k
...Job Family Group: Retail Banking Sales & Service Bilingual in English, Cantonese, or... ...provides advice and guidance regarding financial solutions that are in the best interests... ...$75,900.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type...Part timeLocal areaImmediate startDay shift- ...a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals... ...have strong interpersonal skills and experience in financial services. The position requires completion of Series 7 and 66 licenses,...
$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive... ...in the lobby to educate and assist with transactions using self‑service resources such as mobile banking, online banking, or ATM. Responsibilities...Hourly payShift workWeekend workDay shift- ...seeking a client-focused associate to engage lobby clients, educate on self-service options, and process cash transactions. You will uncover client priorities and connect them with suitable financial solutions while maintaining strong relationships across banking teams....Weekend work
$40k - $45k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Kim... ...for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at office$21.81 - $26.65 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...banking experience or commensurate training in sales and customer service experience Preferred Skills/Experience - Some knowledge of...Temporary work$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$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- ...thinking organization, apply now. We are currently seeking a Financial Crime Advisory Consultant to join our team in Dublin, Dublin (... ...Experience ~ A strong background in retail financial services advisory (preferably 10+ years of change management / regulatory...Work at officeRemote workFlexible hours
- ...Bank of Montreal is seeking a customer-focused professional in California to deliver needs-based financial guidance and exceptional service to both customers and prospects. You will engage in sales and advisory activities across everyday banking, lending, and small business...
$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- ...BMO is seeking a results-driven Banking Sales & Service professional to deliver exceptional service in a fast-paced branch environment. You will engage customers, assess needs, and guide them toward appropriate banking solutions including everyday banking, lending, and...
$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
...indispensable part of our team, come join us!We are contributing to the financial well-being of community members and our employees. We are a... ...opportunity they can to sell Provident's great products and services to help our members manage their finances successfully. You'll...Hourly payFull timeMonday to Thursday- ...Advisor who excels at building relationships, delivering customized financial plans, and coordinating with referral partners. You will... ...outcomes. Requirements include 5+ years as a licensed financial services professional, a Bachelor’s degree, CFP certification or...
- Modern Woodmen of America seeks dedicated financial representatives to guide members in achieving their financial goals through tailored planning... ...; success hinges on integrity, leadership, and a service-oriented mindset that strengthens families and #J-18808-Ljbffr...
- ...and customized solutions to clients so they can achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and directs them to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workImmediate startMonday to FridayShift workDay shift
- Unitek Education is seeking a Financial Aid Administrator for its Hayward campus. The role involves guiding students through the financial aid process, and administering aid while ensuring compliance with regulations. The ideal candidate will possess a Bachelor’s degree...
$70k - $80k
...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Modern Woodmen of America in the United States seeks financial representatives who help individuals from all backgrounds achieve their financial goals by outlining plans and offering tools and support. Education and training programs start on day one, with hands-on workshops...Local area
$100k - $120k
...is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as... ...Experience with eMoney, Salesforce, and Tamarac Securities representative licenses (Series 65 or 66) - FINRA You will be...Permanent employmentLocal areaImmediate start$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...Full time- OneSource Distributors in San Leandro, CA is seeking a Financial Analyst - Commissions & FP&A to administer sales compensation programs and support budgeting, forecasting, and financial modeling. The role collaborates with Sales, FP&A, Accounting, HR, and Operations to...
$1,117 - $1,309 per month
Aya Healthcare, Inc. has an immediate opening for a Patient Financial Services position in San Leandro, CA. The role is a 26-week assignment in a SNF/LTC facility with a 109 bed count. Weekly pay ranges from $1,117 to $1,309 and starts soon. We offer comprehensive benefits...Weekly payImmediate start
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