As a Financial Representative Trainee at Mutual of Omaha, you will undergo a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This includes a combination of self-study, hands-on experience projects, and a structured curriculum, leading to promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity.

Financial Representative Trainee - Braintree, MA

Financial Representative Trainee

As a Customer Service Representative at Synchrony Financial, you will handle inbound calls from cardholders, ensuring exceptional customer service. This role involves maintaining up-to-date customer information, resolving inquiries, authorizing sales, and building relationships with clients, customers, and colleagues. This is a work from home position based in Rapid City, SD, with occasional in-person training required.

Customer Service - Full Time - Work From Home

Customer Service Representative

As a Customer Service Representative at the American Red Cross, you will be responsible for contacting blood donors to schedule appointments, ensuring a positive service experience to maximize donor show rates. This role involves using multiple computer systems to target appropriate blood drives, maintaining accurate records, and developing new leads to increase the donor base. The position is remote but requires living in or around Tucson, AZ, with the first few days of training in the Tucson Call Center.

Customer Service Rep

As a Customer Service Representative at Achieve, you will be a crucial part of the Member Services team, impacting the lives of everyday people by providing innovative digital personal finance solutions. You will handle onboarding, new account setups, and offer support throughout the financial journey of our members, ensuring they receive empathy, care, and guidance. This role offers a 100% work-from-home opportunity for candidates in the Dallas/Ft. Worth metro area, with a focus on Monday to Friday, no weekend work.

Customer Service

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

Financial Services Representative

Join Fidelity as a Financial Services Representative, where you'll focus on growth and career development while supporting customers through inbound calls and preparing for a future as the official face of Fidelity in Investor Centers. This role includes paid training to obtain Series 7 & 66 licenses, personalized support, and a pathway to a career in financial services. You'll work from home and spend one day per week in an Investor Center, gaining skills and experiences to build a meaningful career.

Financial Services Representative - Cambridge, MA

The Customer Service Representative at Heilind is responsible for providing essential support to the Inside Sales Staff and Branch Management Team, including order entry and maintenance, reporting, backlog review, spreadsheet administration, and supporting branch administrative needs. This role also involves backup support for the sales team on customer needs and growing sales with certain accounts. The position requires managing multiple daily priorities, collaborating with the team to build solid relationships, and ensuring high levels of service to both internal and external customers.

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. This role involves developing and growing your own practice, supported by a branch team, a home-office team, and other regional financial advisors. You will benefit from the firm's experience, with over 100 years of history and more offices in the U.S. and Canada than any other investment firm. The role emphasizes the importance of understanding clients' goals and priorities to accelerate trust and help them stay on track.

Financial Advisor - Career Change Opportunity

Financial Advisor

The Moody Street Group, a general agency of OneAmerica, is seeking highly motivated, success-oriented individuals for the role of Financial Services Representative/Financial Advisor. This role involves assisting a diverse clientele in attaining financial objectives through a broad range of products and services. The position offers competitive compensation, group benefits, pension, tuition reimbursement, and professional training.

Financial Services Representative/Financial Advisor

LoanMax Title Loans is seeking a Customer Service Representative responsible for assisting potential borrowers and current customers with questions regarding loan products, evaluating vehicles, managing customer's loans and payments, and daily communication with customers regarding their accounts. This role offers competitive salaries, paid holidays, vacations, and paid on-the-job training, with full-time positions Monday to Friday including a rotating Saturday schedule, never working on Sundays.

As a Financial Representative at Fidelity, you will play a crucial role in shaping the branch atmosphere through integrity, honesty, and client engagement. This position involves customer service, phone, or financial services experience, with a focus on developing long-lasting positive relationships with clients. The role includes identifying opportunities to deepen relationships, managing multiple tasks, and being a technology champion for the branch.

Financial Representative - Littleton, MA

Financial Representative

Baca Consulting Group is seeking a Customer Service Representative to join their team. The role involves responding to customer inquiries, handling complaints, maintaining professionalism, processing orders, and identifying customer needs to ensure satisfaction. This position is remote and requires proven customer support experience, strong communication skills, and the ability to multitask effectively.

Customer Service Representative - Remote

The Client Services Representative at Beacon Hill in Boston, MA, is responsible for handling incoming calls from existing and potential clients regarding the company's products, processing financial and non-financial transactions, resolving account problems, and communicating with various stakeholders. This is a temp-to-perm position offering $22/hr.

Client Services Representative

The Patient Service Representative at Tufts Medicine focuses on revenue cycle operations such as billing, collections, and payment processing, as well as performing Patient Access duties. This role involves interviewing patients to obtain accurate registration data, collecting and documenting patient information, verifying insurance, and ensuring patients are aware of their financial liabilities. The position requires a high school diploma and preferably one year of medical office experience, with a bilingual advantage.

Patient Service Rep

Patient Service Representative

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Customer Service - Financial Services Representative Jobs in Winchester, MA Hiring Now

Financial Representative Trainee - Braintree, MA

Customer Service - Full Time - Work From Home

Customer Service Rep

Customer Service

Financial Services Representative (Sales and Related)

Financial Services Representative - Cambridge, MA

Customer Service Representative

Financial Advisor - Career Change Opportunity

Financial Services Representative/Financial Advisor

Financial Representative Trainee - Braintree, MA

Customer Service Rep

Financial Representative - Littleton, MA

Customer Service Representative - Remote

Client Services Representative

Patient Service Rep