Inbound Financial Services Specialist - Sales Support
Jobtailor
Delaware Life is seeking a client-facing Sales Support specialist to handle inbound calls, provide product and illustration sales support, and respond to inquiries. This role emphasizes building advisor relationships and cross-sell opportunities. You'll document activity in Salesforce, support marketing campaigns, and collaborate with home office teams. Requires a bachelor’s degree and at least 2 years in financial services sales or customer service; FINRA licenses preferred or obtainable within #J-18808-Ljbffr Jobtailor
- ...facing contacts on incoming calls, Phone Sales and Support Provides product and illustration sales support Fields inbound calls from Delaware Life Toll Free... ...years of sales, marketing, or customer service experience in the financial services industry Strong knowledge of...SuggestedWork at officeHome office
- ...updating one's knowledge of a wide variety of financial product information and internal... ...when providing information to a client, or supporting a teammate, or manager Takes ownership... ...operational or processing experience in financial services, annuity experience preferred Strong...Suggested
$17.2 - $25.8 per hour
...Overview As a Customer Specialist in Training, you will be empowered... ...as a trusted guide, you'll support customers through every step... ...-whether buying, selling, or servicing vehicles-while reinforcing... ...diverse tasks such as vehicle sales, appraisal support, paperwork...SuggestedHourly payFull timeWork at office- ...investment products and services for individuals,... ...guidance. Merrill's Financial Advisors and Wealth Management... ...appropriate internal specialists, and executing highly... ...Handles inbound inquiries from leads regarding... ...service industry and/or a sales environment where goals...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- NextGear Capital, a Cox Automotive brand, is seeking a Customer Care Specialist to join our Client Experience Team. You will handle inbound calls, chats, and SMS about accounts and service inquiries from our client base, working with internal departments to resolve concerns...Suggested
- ...seeking an Internal Wholesaler in Carmel, Indiana. This role is central to the Internal Sales and Support team, responsible for building and nurturing relationships with financial advisers to sell investment products, including mutual funds and annuities. The ideal candidate...
- Fidelity Investments in Carmel, IN seeks a Financial Representative who serves as the face of the branch, delivering quality client service and building long-lasting relationships. You will engage clients, identify needs, and guide conversations toward appropriate solutions...
- ...clients’ investments, offering truly in-depth financial planning. We set ourselves apart by... ...comprehensive financial planning services to our clients, helping them achieve their... ...through regular communication and proactive support. Educate clients on financial planning concepts...Work at officeLocal area
- ...operational performance by combining financial strength and stability with... ...teams responsible for inbound/outbound mail processing, check... ...and prioritization to meet service level agreements (SLAs) Monitor... ...committed to providing a supportive work environment where employee...Full timeTemporary workWork at officeImmediate startMonday to Friday
- A leading financial services corporation is seeking a Financial Advisor for its Advisor Development Program. The role involves working with... ...licenses and strong relationship-building skills. Training and support from experienced teams will be provided to help develop a...
- ...common purpose to help make financial lives better through the power... ...and rewarding performance, and supporting our teammates' physical,... ...- whether shaped by military service, community college education,... ...year of demonstrated successful sales experience in a salary plus incentive...Work at officeFlexible hoursShift workWeekend workDay shift
- ...company that fosters a collaborative and supportive culture where employees can thrive. We... ...base through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies... ...and guidance regarding financial solutions that are in the best... ...tailored solutions addressing both sales and service needs (e.g.... ...banking easy, simple, and fast. Supports customer transactions needs...Contract workPart timeLocal areaImmediate startDay shift- ...relationships by proactively identifying financial goals and needs and recommending... ...deposit, loan and other banking products and services. Your Responsibilities Include Providing... ...calling, Centers of Influence, a disciplined sales process, new customer follow-up program,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Catalyst Endeavours | Indianapolis, IN Sales & Marketing Firm Job Summary... ...existing customers Present products and services to potential clients and confidently close... ...marketing and sales team and continuous support from our client, we have become a leader...Full time
$15 - $18 per hour
World Finance Lebanon, IN is hiring a part-time Financial Services Representative to drive loan sales, manage past-due accounts, and assist with tax returns. The role requires daily outbound calls, in-person meetings, and achieving performance targets across sales, collections...Hourly payPart time- ...is an in-office company that fosters a supportive culture where employees can thrive and... ..., as well as the development of financial plans for clients. Grows and retains an... ...client experience, efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workPart timeWork experience placementWork at office
$65k
...Description The job responsibilities of the Entry Level Sales Rep include, but are not limited to: Commission... ...collected revenue) 10% of Gross Contract Sales Support Staff provided (Some lead generation, customer service, inside sales, supplements, estimating assistance,...Hourly payContract workWork at office- ...We are seeking a highly motivated, detail‑oriented Financial Advisor to join our advisory team. An excellent opportunity for an early career financial services professional who is passionate about helping clients build secure financial futures. This person would work...
- A financial services firm in Carmel, IN seeks a Sr. Investment Accounting and Finance Analyst to provide analytical support for financial reporting and investment transactions. The ideal candidate will have a Bachelor’s degree in Accounting or Finance, at least 5 years...
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join... ...team dedicated to delivering exceptional service and fostering long-term client relationships... ...health resources ~ Career growth opportunities and ongoing training support...
- ...$70 billion in annual sales that delivers extraordinary... ...so, then Nationwide Financial could be the place for... ..., and retirement specialists to help clients make informed... ...Planner, you'll support Registered Representatives... ...on retiree services is required. Maintains...Work at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... .... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest... ...and revolutionizing the financial services industry. Valeo provides competitive benefits... ...Advisor you play a key role in supporting client relationships by preparing and reviewing...Temporary workWork at office
$40k - $60k
...Acquisitions Specialist at Shawn Higgins - State Farm Agent At Shawn Higgins - State... ...community with integrity, care, and real support. Whether we're helping someone... ...help customers with their insurance and financial services needs, including Auto Insurance, Home...Work at office- ## Customer Service Specialist - Financial ServicesApplyremote type: Hybridlocations: Zionsville, Indianatime type: Full timeposted on: Posted 3... ...beyond* We believe people do their best work when they feel supported, respected, part of team, and showing up for one another*...Temporary workWork at officeImmediate start
- ...Description ACD Direct is currently seeking experienced customer service professionals for our 2015 Winter Campaign Project. This... ...best of the best in the customer service industry to help answer inbound calls from our client’s enthusiastic callers. Those selected to...For contractorsWork from home
$19.25 per hour
...:Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products... ...designated service centers and provide support to multiple branch locations as...$15 - $18 per hour
...Financial Services Representative Part Time (FSR) The Financial Services Representative Part Time... ...(FSR) is responsible for driving loan sales, managing past-due accounts, preparing... ...term disability, and free mental health support Retirement and time off 401(k) with...Hourly payPart timeWork at officeLocal areaShift work- A respected financial services firm in Indiana is seeking a Financial Services Representative to provide comprehensive financial planning and advice to clients. The role requires a minimum of 3 years of experience in the financial services industry and a passion for helping...
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