20 Best Financial Representative jobs (Hiring Now!)

Customer Service Representative
Coast Professional, Inc. —West Monroe, LA
The Customer Service Representative (CSR) works under supervision and follows specific procedures and detailed instructions in handling incoming and outgoing…
$17.20 an hour
Quick Apply
17h
Administrative Assistant/Patient Account Representative
Hale Kapuna Heritage Home —Koloa, HI
Meets with guests and families upon admission and at discharge to discuss insurance coverages and financial arrangements. High School Diploma or GED equivalent.
$25.85 an hour
12d
In-Home Sales Representative: No Cold Calls, College Graduates Encouraged
Bright Covers —Columbus, OH
Custom design patio covers with homeowners, providing solutions to their needs. World class paid training and support. Close sales with customer in the home.
$80,000 - $200,000 a year
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1h
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Columbia, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
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16h
Customer Service Representative Supervisor
DeSimone Financial, Inc, Exclusive Agent, Allstate New Jersey Insurance —Township of Brick, NJ
Follow up on incoming calls and existing client inquiries. Obtain employer paid property and casualty licensing. Assist clients in achieving long term goals.
$40,000 - $60,000 a year
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1h
Client Service Representative
Coast Professional, Inc. —West Monroe, LA
The Client Service representative is responsible for administrative duties pertaining to entering and processing new business, working with new clients to set…
$14.25 an hour
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17h
Customer Service Representative
Social Security Administration —Jamaica, NY
Social Security benefits and services to the public. Would be responsible for providing the public with information about.
$46,494 - $63,782 a year
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18h
Patient Services Representative
Children’s Dental Health —Limerick, PA
Experience scheduling appointments, verifying insurance, collecting co-pays, and answering multiple phone lines. Schedule and confirm patient appointments.
$18 - $19 an hour
3d
Solar Sales Representative
Infinity Solar USA —Bend, OR
Valid driver's license and reliable transportation. Flexibility to manage your own schedule and work independently. No income cap on sales.
$80,000 - $300,000 a year
Quick Apply
3d
Car Wash Attendant / Customer Service Associate
Whistle Express Car Wash —Blue Ridge, GA
In this role, you will be greeting customers, answering questions about our car wash, helping them decide which wash to choose, telling them about our monthly…
Estimated: $20.7K - $26.2K a year
5d
Outside Sales Representative
Rental Guys - Rental Equipment Center —Yuba City, CA
We provide a full gambit of benefits including health, dental, 401k with a matching program, paid time off.
$52,000 - $250,000 a year
Quick Apply
Sales Representative
Homeworks Energy —Wareham, MA
Our 6-week training class, paid BPI certification, and ongoing continued education ensures you are industry experts in energy efficiency even with no experience…
$80,000 - $120,000 a year
Quick Apply
11d
Customer Service Representative - Nantucket
Hingham Institution for Savings —Nantucket, MA
Manage incoming calls from customers regarding account status - handle complaints, provide appropriate solutions and alternatives, and follow up to ensure…
Estimated: $41.9K - $53.1K a year
5d
Customer Service Representative-Train Onsite Work at Home
Afni —Tucson, AZ
You will represent one of the nation’s largest brands as a Customer Service Representative, interact and build meaningful connections with customers via inbound…
$16 an hour
Quick Apply
14d
Inside Sales Representative (Entry Level) - Palm Bay, FL
H&E Equipment Services —Malabar, FL
Previous experience in the heavy equipment field. The Inside Sales Representative will be responsible for assisting fellow sales representatives with the full…
Estimated: $38.1K - $48.2K a year
Quick Apply
1h
Manufacturing Sales Representative - Alaska
Duro-Last —Anchorage, AK
Develop and support a network of independent roofing contractors to increase sales of Duro-Last in the assigned regional territory.
$50,000 a year
Quick Apply
Call Center Representative - Train Onsite Work at Home
Afni —Tucson, AZ
You will represent one of the nation’s largest brands as a Call Center Representative, interact and build meaningful connections with customers via inbound…
$16 an hour
Quick Apply
14d
Call Center Representative Tier 1
Teachers Federal Credit Union —Hauppauge, NY
Receives calls from members/potential members, provides a high quality of service, achieves department goals and adheres to policies and procedures.
$19 - $21 an hour
Quick Apply
4h
Financial Representative/Advisor
Northwestern Mutual Bouchard Financial Group —Cape Coral, FL
Obtain state insurance and federal securities licenses (215, Series 6 and Series 63). They strive to understand their clients' goals in order to develop…
$65,000 - $200,000 a year
Quick Apply
Verizon Customer Service Representative
Spark Theory Innovations —Horizon City, TX
Strong attention to detail and data entry skills. Assist the sales team by generating leads, creating a referral pipeline and evaluating the sales lifecycle.
$800 - $1,200 a week
Quick Apply
6d

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Customer Service Representative

Coast Professional, Inc. - West Monroe, LA

Quick Apply

Job Details

Full-time $17.20 an hour 17 hours ago

Benefits

Paid training
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program
Paid sick time

Qualifications

Customer service
English
Microsoft Office
High school diploma or GED
Organizational skills
Typing
Communication skills

Full Job Description

Benefits

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Employee referral program
Health insurance
Life insurance
Paid sick time
Paid time off
Paid training
Vision insurance

Job type

Full-time

Location

This is a remote opportunity that requires the employee to live within a 50-mile driving radius of the Coast Professional office located at 651 Downing Pines Rd West Monroe, LA 71292.

Number of openings for this position

There is an ongoing need to fill this role.

Pay

$17.20 per hour plus $4.41 health and welfare.

Schedule

Schedules vairy depending on the project the applicant is hired for and will be discussed at the time of offer.

Job Summary

The Customer Service Representative (CSR) works under supervision and follows specific procedures and detailed instructions in handling incoming and outgoing calls, questionnaires, and/or communications. The CSR will complete all data entry while actively communicating with the customer and, at times, may use independent judgment to further assist the customer. Reviews input/output data to verify completeness, accuracy, and conformance to quality standards and specifications. Maintains production records. Classifies and codes data to be entered. Verifies, identifies and corrects errors. Tracks documents received and completion dates in a log. Performs clerical and related office tasks as assigned, such as maintaining records of work received and work performed.

Job Duties and Responsibilities

Handling incoming and outgoing calls with patience, tact, and courtesy.
Enter information into computer database as required, while following instructions and conducting a scripted interview.
Attend meetings and trainings to maintain current client information on regulations, policies, and procedures.
Escalates calls to supervisor when necessary and appropriate.
Adheres to client-specific policies including, but not limited to, confidentiality and privacy.
Tracks call-related information for auditing and reporting purposes.
Provides feedback on call issues related to downtime and/or training issues.
Contribute positively to a work environment that is flexible, adaptable, and team based.
Provide, receive, and seek feedback in a positive manner to encourage team building.
Participate in the development and attainment of team and operational goals.
Be respectful and courteous while working in a fast-paced work environment.
Maintain a positive attitude about workloads and expectations.
Prioritize workloads to ensure timeliness and quality standards are met.

Security

Information and Physical Security is the responsibility of every employee. In your position you are required to safeguard the computer systems by following proper username and password management which includes selecting challenging passwords and committing them to memory, they should not be written down or stored where others can freely have access. This also includes securing your desk and workstation when you are not there. This includes locking your session and putting sensitive paperwork away when not physically at your desk. You are not to share your username or password with anyone. The physical security of our offices of are equal importance, never shadow or let someone shadow your entry into a Coast Professional, Inc. facility. If this occurs quickly report this action immediately. You are required to follow all Information Technology policies and procedures regarding the management of your system accounts and equipment. If you witness any security violation you should immediately report it to management.

Qualifications

Education

High school diploma or GED required.

Experience

3-months or more experience in a call center or customer service environment preferred
Previous experience with computers, phone systems, and headsets preferred.

Knowledge, Skills and Abilities

Reading and typing.
Working knowledge of modern office procedures, methods, and computer equipment.
Proficient in the use of Microsoft Office Products.
Ability to speak and read English clearly, professionally, and fluently.
Proficiency in languages other than English a plus.
Excellent communication skills.
Principles and practices of customer service.
Establish a good working relationship with team members and internal contacts in order to maintain and continuously strive to improve the level of overall service being provided.
Good organizational skills and attention to detail.
Ability to comply with rules, regulations, laws and methods as related to the position.
Work independently in the absence of immediate supervision.
Ability to handle and resolve recurring problems.
Successfully complete and pass the any client required trainings.

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee will be sitting at a desk and working on a computer for prolonged periods of time.

Must be available to work any shift. Shifts may be Monday – Sunday, with hours of Operation from 12am – 12am EST (project will be staffed 24 hours each day, 365 days each year). Will be required to work on weekends and holidays, and overtime may be required.

Disclaimer

This job description reflects management’s assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Coast Professional, Inc. is an Equal Opportunity/Affirmative Action, M/F/Vet/Disability Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

Education

Required

High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

Pay: $17.20 per hour

Quick Apply

Financial Representative jobs

Job Summary

Job Duties and Responsibilities

Security

Qualifications

Education

High school diploma or GED required.

Experience

3-months or more experience in a call center or customer service environment preferred

Previous experience with computers, phone systems, and headsets preferred.

Knowledge, Skills and Abilities

Reading and typing.

Working knowledge of modern office procedures, methods, and computer equipment.

Proficient in the use of Microsoft Office Products.

Ability to speak and read English clearly, professionally, and fluently.

Proficiency in languages other than English a plus.

Excellent communication skills.

Principles and practices of customer service.

Establish a good working relationship with team members and internal contacts in order to maintain and continuously strive to improve the level of overall service being provided.

Good organizational skills and attention to detail.

Ability to comply with rules, regulations, laws and methods as related to the position.

Work independently in the absence of immediate supervision.

Ability to handle and resolve recurring problems.

Successfully complete and pass the any client required trainings.

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must be available to work any shift. Shifts may be Monday – Sunday, with hours of Operation from 12am – 12am EST (project will be staffed 24 hours each day, 365 days each year). Will be required to work on weekends and holidays, and overtime may be required.

Disclaimer

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Education