Financial Services Representative
MassMutual Alabama
Job Description As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can’t be offshored or outsourced. At MassMutual Alabama, a MassMutual general agency, you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long‑term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Presentation and organization skills Strong work ethic, self‑motivated and goal‑oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results‑driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives. #J-18808-Ljbffr MassMutual Alabama
$15.75 - $22.25 per hour
...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.... ...Responsibilities As a Financial Service Representative , you’ll be at the heart of our...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$60k - $100k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer... ...Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful...SuggestedFor contractors$15 - $19 per hour
...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a... ...comprehensive and innovative financial planning services to clients. Responsibilities: Build and... ...for our clients. Our Financial Representatives are valued partners, and proud business...SuggestedFor contractorsWork experience placementWork at office
$80k - $95k
...is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations... ...book of business through identifying value-add products and services for clients and develops additional business through referrals...SuggestedWork experience placementWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 area$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- ...Overview WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you... ...possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial...
$70k - $150k
...Experienced Financial Advisor – Build Your Practice with Independence and Support The Piedmont Group Are you an experienced Financial... ...expertise needed to succeed. As an independent, non‑captive financial services firm, we empower advisors to operate with autonomy while...Local areaVisa sponsorship- ...duties may be assigned. ·Analyzes applicant financial status, credit, and collateral... ...satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability... ...000.00-$115,000.00 1 day ago Financial Services - Consulting - Guidewire - Business...Full timeWork at office
$70k - $150k
Overview Financial Advisor - Grow Your Practice with Independence, Flexibility, and Support The Piedmont Group Are you an experienced... ...to help you succeed. As an independent, non-captive financial services firm, we give advisors the freedom to build their business on...- Senior Wealth Manager/Financial Strategist - Family Office Join to apply for the Senior Wealth Manager/Financial Strategist - Family Office... ...as well as outside professionals to deliver integrated services to our clients. Analyze investment opportunities and recommend...Full timeWork at office
$36k
...Sr. Consumer Loan Specialist Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid...Hourly payTemporary workWork at officeFlexible hours- ...has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth... ...is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define...
- ...looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more... ...Finance, Sales, and Consulting Industries Financial Services and Investment Management #J-18808-Ljbffr Prudential FinancialFull time
$15 per hour
...Your Opportunity Customer Service Representative Easy Money Birmingham, AL As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role...Hourly payFull timeTemporary workCasual workWork at officeLocal area- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where... ...who demonstrate a passion for client service. People who understand that distinctive... ...thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness...Work at office
- ...consultative conversations to understand their financial goals and align on solutions that meet... ...and selling the bank’s products and services. This role emphasizes deepening client... .... The qualifications listed below are representative of the knowledge, skill, and/or ability...Temporary workWork at officeMonday to Friday
- ...Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often... ...Additionally, the qualifications listed below are representative of the education and experience required and/or preferred...Work at officeMonday to FridayNight shift
- ...5206, USA Description HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health and wealth of people in under‑resourced Deep...Full timeH1bWork at officeVisa sponsorshipWork visaFlexible hours
- ...HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services, leverages resources, and engages in advocacy that strengthens the financial health of people in under‑resourced Deep South communities. Since 199...Interim roleH1bWork at officeVisa sponsorshipWork visaFlexible hours
- ...effective advice. We hire people who demonstrate a passion for client service. People who understand that distinctive service is more than... ...answered by a live person within three rings). Partner with Financial Advisors by giving front end guidance on new and renewed credit...Work at office
$50k - $60k
...Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Kurt Adams - State Farm... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...For contractorsWork at officeFlexible hours- ...)district and surrounding neighborhoods. We deliver programs, services, and financing solutions that empower residents, businesses, and... ...placemaking, community engagement, planning, and accessible financial services. About Birmingham Community Impact Fund (BCIF) Established...Work at officeLocal area
$50k - $60k
...We're Hiring! As a Customer Service Representative - State Farm Agent Team Member with Kurt Adams - State Farm Agent, you will generate the... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...For contractorsWork at office- ...hybrid-only opportunities may not find this role to be a fit. Summary The Senior Analyst, FP&A - Finance oversees the organization's financial planning and analysis, offering analytical support. This role involves constructing budgets and forecasts at both the company and...Remote work
- ...Birmingham area. You will collaborate with specialists across wealth planning, investments, private banking, risk management and trust services to deliver a comprehensive client experience. The role emphasizes risk-aware decision making, adherence to policies, and ongoing...
- ...Provides administrative and program support for the credit union's financial education initiatives. Working closely with the Financial... ...Develop and maintain knowledge of all credit union products and services in order to offer appropriate solutions to our community....ApprenticeshipWork at officeLocal area
- ...satisfaction through tailored solutions reflecting individual goals and preferences. This role requires collaboration with various financial professionals and managing client relations to drive business growth. Applicants should possess relevant educational...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial planning assistant Birmingham, AL
- financial advisor training program Birmingham, AL
- financial planning administrator Birmingham, AL
- jde finance consultant Birmingham, AL
- financial consultant Birmingham, AL
- financial advisor development program Birmingham, AL
- financial counselor Birmingham, AL
- financial associate Birmingham, AL
- financial advisor associate Birmingham, AL
- finance associate Birmingham, AL

