Financial Services Representative
$60k - $120kStrategic People Advisors
About Strategic People Advisors Strategic People Advisors is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries. We are representing a prominent local general agency of OneAmerica Financial® that prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success. Position Overview Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business. Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program. Learn to host consultative discovery conversations to evaluate client needs, financial vulnerabilities, and cash flow. Design tailored asset-protection, disability, and retirement planning solutions using the firm\'s advanced financial modeling software. Build a local advisory brand by engaging with local communities, professional organizations, and personal networks. Requirements No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued. A natural ability to build trust, paired with deep professional empathy. Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule. Must pass a standard industry background check and licensing exam (sponsorship provided). Bachelor\'s degree preferred, or equivalent track record of professional success. Compensation & Professional Development Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development. Start-up financing programs combined with competitive commissions and residual income streams. $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase. Discover how we support professionals through career transitions at #J-18808-Ljbffr Strategic People Advisors
$50k - $120k
...Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies,...SuggestedFull timeLocal area$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...SuggestedWork at officeWork from homeHome officeFlexible 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...SuggestedTemporary workWork at officeFlexible hours
- ...You will work closely with business clients to understand their financial needs and provide tailored lending solutions that align with... ...Management : Monitor an existing portfolio of loans, ensuring proper servicing and timely repayment. Address any issues that may arise and...SuggestedWork at officeLocal areaFlexible hours
- ...Banking teams, employees serve as trusted financial partners for the clients and neighborhoods we serve. We are looking for service-minded individuals who enjoy building relationships... ...work ethic and high integrity. Represents the Bank and oneself in a positive,...SuggestedWork experience placementFlexible hoursRotating shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven...
- ...Description The Financial Counselor is responsible for offering financial advice and... ...minimum requirement. Previous customer service experience in a similar field, including... ...credit authorizer or customer service representative, is also beneficial. Due to the sensitivity...Fixed term contractWork at officeNight shift
- ...Wisepath Group's Wisepath Recruiting is seeking candidates for a direct-hire junior financial planning role in Norman, OK. You will participate in a classroom-to-field training curriculum, paired with a mentor, to learn macroeconomic planning, client acquisition, and advanced...
$50k - $70k
...contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.ResponsibilitiesForge enduring customer...For contractorsWork at officeFlexible hours- ...Banker to build lasting relationships with clients and help them reach their financial goals. You will resolve issues, identify needs, and refer customers to appropriate banking products and services, while meeting sales and service targets. This role emphasizes friendly,...
- ...well as promoting the Bank and its other services available to potential customers. This... ...credit. Analyzes applicant financial status, credit, and asset evaluation to... ...environment characteristics described here are representative of those an employee encounters while...Work at office
- ...business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include... ...neededBuild and maintain relationships with customers to help identify financial products and services that meet their needsPromote financial...Part timeBank staffLocal areaMonday to FridayWeekend work
$1,000 per month
...needs, and market appropriate products and services. As an Agent Team Member, you will... ...(outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...For contractorsWork at office- ...extensions to new and existing clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval... ...data. Interpret key financial ratios (e.g. cash flow to debt service, debt-to-equity, etc.) Provides thorough documentation of...Temporary workInterim roleBank staffWork at office
- ...a positive, lasting impact on people ? Do you have customer service experience? Are you looking for an opportunity to learn a new... ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required – just bring your...Temporary workWork at officeLocal area
$60k - $75k
...Account Representative - State Farm Agent Team Member As Account Representative - State Farm... ...marketing relevant products and services. Grow your career as you better your community... ...& Ambitious? This busy insurance and financial services office has a passion to make a...For contractorsWork at officeFlexible hours$90.23k
...infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic... ...recurring revenue, or software-enabled service business models. Experience with... ...This pay range is a good faith estimate representative of all experience levels for the geographic...Contract workWork experience placementH1bWork at office- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative...RelocationVisa sponsorshipRelocation package
- ...documents. Assists in exception processing, including Insurance requirements, updated financial statements, credit reports, rent rolls, and other financial information to maintain the servicing file. Documentation requirements for new loan processing and exceptions on coming...Full timeWork at officeFlexible hours
- ...Position Summary The Strategic Financial Analyst will report to the Strategic Finance Director for MPC and be responsible for financial analysis of major capital projects, joint ventures, acquisitions, and divestitures related to company initiatives. This requires significant...Full timeLocal area
- ...Job Summary Prepares departmental and service line budgets in alignment with organizational goals. Maintains and compiles daily, weekly... ...and annual statistics. Develops, maintains and analyzes financial models and forecasts including rolling forecasts. Performs variance...
$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths... ...and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote workWork from homeFlexible hours$60k - $75k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...year Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the...For contractorsWork at office$60k - $75k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... ...Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at officeFlexible hours- ...compliance with applicable laws and policies. Responsibilities include data entry, updating loan tracking systems, and coordinating documents to cover special loan terms. A valid driver's license and basic customer-service experience are required. #J-18808-Ljbffr Armstrong Bank
- ...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 contractors
$10 per hour
...Member Services Representative The Member Services Representative (MSR) serves as the first and last point of contact for members and guests, playing a critical role in creating a welcoming, positive, and professional club experience. As the face of the organization, the...Hourly payLocal areaImmediate start- ...to the acquisitions team and senior management. Assist with financial investment analysis models and proformas. Assist with due diligence... ...~ Generous Paid Time Off (PTO), increasing with years of service ~ Paid Maternity and Parental Leave for growing families ~4...Temporary workWork at officeLocal areaImmediate startFlexible hours
- ...Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time position with upwards mobility and the ability to work from home! We service union and association members by matching clients to the products...Weekly payFull timeLocal areaRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- online customer service assistant Norman, OK
- customer service rep part time Norman, OK
- customer support representative Norman, OK
- customer service account specialist Norman, OK
- benefits customer care representative Norman, OK
- client service consultant Norman, OK
- customer experience agent Norman, OK
- customer service expert Norman, OK
- customer service officer Norman, OK
- financial customer service representative Norman, OK



