Customer-Focused Insurance & Financial Services Advisor
Jose Herrera - State Farm Agent
Jose Herrera - State Farm Agent is looking for an outgoing and customer-focused individual to join their team in Falls Church, Virginia. As a sales representative, you will develop leads and educate customers about insurance options offered through State Farm. The ideal candidate must possess excellent communication skills, be self-motivated, and able to work well with people. This position offers various benefits such as competitive salary and performance bonuses, along with paid training and development. #J-18808-Ljbffr Jose Herrera - State Farm Agent
- Join Jose Herrera - State Farm Agent as a Financial Services Representative. This role positions you to effectively market financial products and educate customers about their options. You will work closely with the agent to establish marketing goals and achieve sales targets...CustomerRemote job
$35k - $65k
...Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and... ...effective communication and exceptional customer service. Identify client needs and... ...and Alexandria Chamber of Commerce, focus on working with local business owners...CustomerBase plus commissionFor contractorsWork at officeLocal area$66.56k - $99.32k
...to analyze their financial information, including... ...on investment and insurance strategies and... ...clients’ primary advisor. As a fiduciary, the... ...an enhanced agenda focused on the client’s... ...Department of Financial Services, etc.) Ensures all... ...implementing TD’s Customer Identification...CustomerTemporary workTraineeshipWork experience placementWork at officeLocal area- A dynamic insurance agency in Bethesda is seeking a Financial Services Representative to engage with customers and provide personalized insurance solutions. Ideal candidates will have a passion for sales, strong communication skills, and a desire to help clients. This...CustomerFull time
$20 - $22 per hour
Burke & Herbert Bank & Trust in Alexandria, VA is seeking a Relationship Banker responsible for opening accounts, assisting customers with services, and making referrals to specialists. Ideal candidates should exhibit strong sales and service orientation in a...CustomerHourly pay- ...the best experience for our customers. We work together each day... ...Job Description Midland's Insurance Company Servicing Group is the primary... ...Employee Attributes Customer Focused - Knowledgeable of the values... ...Effective Communications, Financial Analysis, Managing...CustomerFull timeTemporary workPart timeWork experience placementWork at office
- ...looking for experienced financial professionals to join... ...have a passion for insurance and investments, then... ...expanding your products and services, or giving your... ...real impact for their customers and communities. Our extensive, agent-focused resources include:...CustomerWork at office
- ...your personal results? As a Financial Advisor with Ameriprise, you'll help... ...with clients and develop a service model to provide solutions that... ...66) State Life, Health Insurance and Variable Products lines... ...an insurer. Our unwavering focus on our clients and strong financial...Work experience placementLocal area
- ...compliance, proposals, and coordination. The ideal candidate will have a Master’s degree and at least 7 years of relevant experience. This full-time contract position emphasizes customer-focused results and compliance with federal regulations. #J-18808-Ljbffr TryApplyNowCustomerFull timeContract work
$50k - $100k
...Job Description The Financial Advisor works in concert with the retail branch... ...provide comprehensive investment and insurance solutions for United Bank customers. An additional business... ...Responsible for marketing, servicing and promoting the Bank's financial...CustomerContract workWork at office- ...Representative to join their team. The successful candidate will be instrumental in helping clients understand their insurance needs while delivering exceptional customer service. Qualifications include sales experience, strong communication skills, and the ability to obtain a...Customer
$50k - $100k
...Financial Advisor The Financial Advisor works in concert with the retail branch... ...provide comprehensive investment and insurance solutions for United Bank customers. An additional business... .... Responsible for marketing, servicing and promoting the Bank's financial...CustomerContract workWork at office- ...unique. We are an investment services company and mutual fund... ...Offer A committed, client‑focused approach Financial products and services for... ...solutions The Senior Financial Advisor is responsible for... ...portfolio reviews and recommends customized asset allocation...CustomerWork at officeRemote work
- ...The McLean Group’s Financial Consulting team is seeking... ...capital assessments, customer and vendor concentration... ...transactions, with a focus on government... ...transaction advisory services, including financial modeling... ...Virginia. Benefits Health Insurance Dental Insurance...CustomerFlexible hours
$126k - $157k
...Senior Financial Advisor Company Overview: Homestead Advisers provides investment services and mutual funds for individuals and cooperatives... ...) in 1990, the firm has focused on serving community electric... ...reviews, recommends customized asset allocation strategies...CustomerWork at officeRemote work- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...and investment products and services for individuals, companies,... ...driven, resilient, results focused and effective Job Description... ...meet the full needs of our customers and clients. Our trusted financial...CustomerWork at officeShift workDay shift
- ...Citigroup Inc. is seeking a Personal Banker SAFE Act in Vienna, Virginia. This entry-level position is focused on assisting in sales and customer service activities, building strong relationships with clients, and enhancing customer loyalty while increasing sales. The...Customer
$26 - $30.83 per hour
...working full time within the financial center. Key responsibilities... ...specialized and personalized service offering advice and guidance... ...required information. Strong customer service skills with ability to... ...Advisory Customer and Client Focus Referral Identification Risk...CustomerHourly payFull timeWork at officeShift workWeekend workDay shift- ...best experience for our customers. We work together each... ...proactive sales and service activities. Manages the... ...the customer's financial wellbeing. Collaborates... ...Expectations Customer Focused – Knowledgeable of the... ...and spouse/child life insurance; short and long‑term disability...CustomerFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Retail Banker I in Annandale, Virginia. The role involves assisting customers with their banking needs and educating them on product offerings. A focus on forming relationships and delivering exceptional service is key. The ideal candidate will have a high school diploma,...Customer
- Allstate Insurance Co. is seeking a Financial Specialist in Washington, DC to build your own financial services practice with support from Allstate. You will meet customers face-to-face, enhancing relationships while driving new business in your community. The ideal candidate...Customer
- Allstate Insurance Co. is seeking a Financial Specialist to build a personal financial services practice. In this role, you will meet face-to-face with customers and collaborate with a team to deepen relationships... ...experience as a Financial Advisor or similar role. Allstate...Customer
- ...is seeking a Finance Manager to manage the financing process for motorcycle customers, ensuring compliance with lender and dealership policies. This role emphasizes exceptional customer service and ethical conduct. The ideal candidate will generate revenue by selling finance...Customer
$40k - $60k
Coveredbytianya in Alexandria, VA is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products and assist customers with financial planning, investment options, and portfolio management. Ideal candidates...Customer- ...relationships with clients to meet financial needs. Follow established... ...work ethic and intense focus on results, acting in the best... ...banking transactions through self‑service technologies (e.g., ATM,... ...Adaptability Business Acumen Customer and Client Focus Oral Communications...CustomerShift workWeekend workDay shift
- ...prospective clients with a focus on analyzing... ...determine which financial strategies and... ...of the Financial Advisor team to increase assets... ..., sales and service. Develop and maintain... ...of securities and insurance sales by executing... ...inquiries, and see that customer files are...CustomerFull timePart timeWork at officeShift workDay shift
- ...LIHTC Underwriter - Associate in Washington, DC. This role involves assisting the Low-Income Housing Tax Credit team in managing customer relationships and underwriting multifamily proprietary investments. You'll collaborate with internal and external teams to ensure...Customer
- A financial services provider in Alexandria, Virginia, is seeking a candidate to enhance customer engagement and drive sales through proactive activities. The role focuses on creating customer loyalty, managing financial transactions, and adhering to policies to mitigate...Customer
- ...role, you will enhance the branch customer base by engaging in proactive sales and service activities. You will educate... ...PNC solutions tailored to their financial needs, manage customer interactions... ...skills, and a strong focus on customer service. Comprehensive...Customer
- ...Banker in Alexandria, Virginia, to enhance customer relations and drive sales. In this role... ...customer needs, provide tailored financial solutions, and maintain compliance with... ...banking experience, a strong customer service focus, and the ability to foster client loyalty...Customer
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