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Financial services representative • dallas tx

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Financial Services Representative

Financial Services Representative

NYL - DFWDallas, TX, US
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We're in search of a committed individual in North Dallas to become part of our team as a Financial Services Representative. This role includes providing exceptional customer service, assisting clie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Services Customer Service Representative (FULL-TIME)

Financial Services Customer Service Representative (FULL-TIME)

MCI CareersDallas, TX, United States
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CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS.We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Manager, RAS- Financial Services

Manager, RAS- Financial Services

BDO USA, LLPDallas, TX, United States
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The Assurance Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Services Representative – State Farm Agent Team Member

Financial Services Representative – State Farm Agent Team Member

Claudia Salas - State Farm AgentDallas, TX, US
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Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member.We seek an energetic prof...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Services Customer Service Representative (FULL-TIME)

Financial Services Customer Service Representative (FULL-TIME)

ValorVIPDallas, TX, United States
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CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS.We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Services Assistant

Financial Services Assistant

Premier Truck GroupDallas, TX, US
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East Region Finance / On-site.Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exception...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Services Tax Partner

Financial Services Tax Partner

Crowe LLPDallas, TX, United States
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Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Assurance Manager - Financial Services

Assurance Manager - Financial Services

EisnerAmperDallas, TX, United States
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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Dallas Financial Services Representative

Dallas Financial Services Representative

MCIDallas, TX, US
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Financial Services Representative (Part-Time).We are hiring a customer service representative to support inbound and outbound customer service projects for Financial Services clients.We are seeking...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Dallas Financial Services Representative

Dallas Financial Services Representative

MCI, LCDallas, TX, US
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FINANCIAL SERVICES REPRESENTATIVE (PART-TIME).We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients.We are seeking qu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Analyst - Financial Services

Financial Analyst - Financial Services

Robert Half InternationalDallas, TX, United States
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We are looking for an experienced Financial Analyst to join our team in Dallas, Texas, within the healthcare industry.This role offers the opportunity to make a meaningful impact by providing strat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Member Services Representative

Member Services Representative

Planet FitnessDallas, TX, US
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Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Dallas Financial Services Representative

Dallas Financial Services Representative

Mass MarketsDallas, TX, US
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FINANCIAL SERVICES REPRESENTATIVE (PART-TIME).We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients.We are seeking qu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Customer Services Representative

Customer Services Representative

Waste ConnectionsDallas, TX, United States
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Waste Connections is looking for a.Customer Service Representative.This is a very fast paced position similar to a call center position. Our compensation package is competitive and comes with excell...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Member Services Representative

Member Services Representative

Crunch FitnessDallas, TX, US
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Job Opportunity At Crunch Fitness.Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Working at Crunch is more than a job, it...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Services Customer Service Representative (FULL-TIME)

Financial Services Customer Service Representative (FULL-TIME)

Valor VIPDallas, TX, US
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Customer Service Representative.We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office processing representatives for commercial and pub...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Patient Financial Services Manager

Patient Financial Services Manager

VirtualVocationsDallas, Texas, United States
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A company is looking for a Patient Financial Services Manager (Remote).Key Responsibilities Manage patient billing inquiries, payment plans, and financial assistance programs Ensure compliance w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Audit Manager - Financial Services

Audit Manager - Financial Services

WeaverDallas, TX, United States
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Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Manager - Financial Advisory Services

Manager - Financial Advisory Services

EmbarkDallas, TX, United States
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Experience a 45X+ award-winning culture!.Work-life integration : We encourage our team to balance work with personal life. Growth and development : We offer continuous learning opportunities, includin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Services Customer Service Representative (FULL-TIME)

Financial Services Customer Service Representative (FULL-TIME)

Valor Intelligent ProcessingDuncanville, TX, US
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CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS.We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Services Representative

Financial Services Representative

NYL - DFWDallas, TX, US
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We're in search of a committed individual in North Dallas to become part of our team as a Financial Services Representative. This role includes providing exceptional customer service, assisting clients in financial management, and informing them about our array of financial offerings. The ideal candidate will possess outstanding communication skills, excellent interpersonal abilities, keen critical thinking skills, and proficient decision-making capabilities.

Compensation :

75,000 - $95,000+ yearly

Responsibilities :

  • Develop and implement sales strategies to grow and manage customer portfolios effectively
  • Offer advice and guidance to potential and new clients by assessing their financial situations and priorities to present suitable plan options tailored to their specific needs successfully
  • Engage in timely training sessions, both virtual and in-person, to secure required licenses
  • Maintain a consistently high level of customer service

Qualifications :

  • Effective communication skills are a must for this position
  • The candidate should possess or be open to obtaining a Life / Health insurance license
  • Should have a genuine desire to help others
  • Previous experience in sales and / or business preferred
  • Familiarity with CRM / Salesforce software
  • Being bilingual is a plus
  • About Company

    We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source : Independent Third Party Ratings Reports as of 8 / 19 / 2022. For over 77 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

    A promise to work with you to build a strong financial future for both you and your clients.