Financial Representative

As a Financial Sales Representative at Facet, you will play a crucial role in helping prospective members understand the value of professional financial planning and guiding them through the onboarding process. Your primary responsibility will be to engage with potential members via various communication channels, building relationships and effectively conveying how Facet can assist them in reaching their financial goals.

This position requires someone who is passionate about helping others, possesses strong sales skills, and thrives in a fast-paced environment. You will be the first point of contact for potential members, and your ability to communicate effectively will set the tone for their experience with Facet.

Key Responsibilities:

• Conducting meetings with prospective members through video calls, phone calls, and emails.
• Managing a pipeline of interested prospects by scheduling meetings through text, email, and...

Join Our Team at Premium Merchant Funding

About Us: At Premium Merchant Funding, we are more than just a finance company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. Situated in the vibrant heart of New York’s Financial District, we are renowned as one of the country's leading brokers in small business lending, specializing in serving high-risk businesses.

Our Mission: Our mission at Premium Merchant Funding is crystal clear: to provide essential business solutions to small and medium-sized business owners who are often overlooked by traditional banking services. By offering tailored financial services, especially to high-risk businesses, we not only help them survive but empower them to thrive.

Our Core Values

• Success Driven by Teamwork and Collaboration
• Act...

Are you looking for a rewarding and flexible career? HIAS has join the team with Primerica Financial Services to hire new Entry Level Financial Representative!

At Primerica, we believe in empowering individuals and families to achieve financial independence. As an Entry Level Financial Representative, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.

NO PREVIOUS EXPERIENCE NECESSARY. We provide comprehensive training to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.

As a Financial Representative, you will:

Build relationships with clients and provide them with financial education and guidance.

Identify their needs and recommend appropriate solutions.

Assist clients in obtaining the necessary financial products and services.

Manage and grow your client...

Financial Representative

JOB DETAILS:

• Job Type: Full-time (Entry Level)
• No experience in the financial services industry necessary, robust mentorship program and licensing programs to ensure success and growth
• Start as a Financial Representative with Northwestern Mutual with growth paths to become a Financial Advisor and Wealth Management Advisor
• Unlimited income with commission-based pay structure (stipends and bonuses also available), bulk of revenue derived from insurance sales and investment management
• Growth and management opportunities available after sustained success

JOB DUTIES AND RESPONSIBILITIES:

• Build a clientele for yourself by meeting new prospective clients
• Assist clients with creating financial plans that include investment strategies, insurance planning,...

Houston Behavioral Healthcare Hospital is to improve the well-being of the clients we serve by providing expert quality care, a comprehensive array of services, convenient and timely access, delivered with exceptional service and compassion.

Houston Behavioral Healthcare Hospital is recruiting for two Fulltime Patient Financial Representative (Saturday-Wednesday, 8am-5pm). The Patient Financial Representative will report to the Business Office Manager (BOM).

The patient financial representative is responsible for all business office functions, including admitting activities for the patients, financial counseling and collection, data analysis, and eligibility determination.

• Has knowledge of governmental and managed care payer requirements. Implements policies and procedures for admission/registration of all patients.
• Ensures that daily census is accurate, in both paper and system formats. Completes all required forms for admission/registration of a...

Job description

Explore Your Future at Western & Southern Life

 Do you enjoy meeting new people at community events?
 Do you drive for results?
 Are you a strong communicator and active listener?
 Are you eager to serve others ethically with a desire to help create financial peace of mind?

If these traits sound like you, then Western & Southern Life, a member of Western & Southern
Financial Group, a Fortune 500 company, may be the ideal place for you to build your long-term career!

As a financial representative, you will work with current and prospective clients in your community, understand their financial needs, and recommend impactful solutions from a comprehensive lineup of products and services from a company with a heritage of financial strength and stability dating back to 1888.

Building a Successful Career
Whether you are experienced in financial services or...

We are actively seeking highly motivated individuals with a proven track record of exceptional sales performance and experience in client-facing roles to join our team.  Ideal candidates will be those who demonstrate high levels of motivation and have a proven track record of stellar sales achievements, coupled with significant experience in roles that require direct interaction with clients. 

We require candidates to have at least 2 years of sales experience, though we highly favor those with over 5 years, as it indicates a deep-rooted expertise in sales. This opportunity is ideally suited for individuals possessing an entrepreneurial mindset, eager to tackle the challenges and embrace the innovations within the fast-moving business landscape.

Although prior experience is appreciated, we place equal importance on finding individuals who are deeply passionate about establishing and reaching ambitious goals. To support your success in this...

As a Financial Sales Representative (internal title: Senior Manager of Membership), you will be responsible for working directly with our prospective members to bring them onboard at Facet. Our onboarding process allows you to share Facet’s mission and how working with Facet can enrich their lives beyond expectation. You will be responsible for conveying Facet’s value to prospects and selecting the correct membership for a successful member experience.

With that said, we are looking for people that:

• Love helping people reach their financial goals and are passionate about providing an exceptional member experience
• Have sales experience and thrive under pressure providing calm amongst the chaos for prospective members
• Are growth seekers, always looking for more effective ways to engage with members and move Facet’s mission forward
• Are process-oriented and diligent (coordinating and...