- Bank of America (Chandler, AZ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of ... a call center or a financial /banking center + Customer service experience + Understands Retirement plans and products + Knowledge of financial terms and… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Financial Service Representative Chandler, Arizona;Jacksonville, Florida; Hunt Valley, Maryland; Lincoln, Rhode Island; Rolling ... buying a home, building a family or planning for retirement . If you are interested in growing a long...passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal… more
- Bankers Life (Scottsdale, AZ)
- Entry Level Financial Representative - Insurance Sales Location: Scottsdale, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live… more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... own their financial futures. In this exciting role, you'll learn to...clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate… more
- Bank of America (Chandler, AZ)
- …their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls ... Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania...working in a client focus environment + Knowledge of financial terms and concepts + Understanding of retirement… more
- Lincoln Financial Group (Phoenix, AZ)
- …Role at a Glance** We are excited to bring on a Telephonic Initiation Representative to join our claimant excellence team supporting Group Protection in a remote ... in this fast-paced environment. As a Telephonic Initiation Representative , you will be responsible for answering claimants calls...GED + 0-1+ years of administrative support, customer service and/or data entry that directly with the specific… more
- Humana (Phoenix, AZ)
- …caring community and help us put health first** The Small Group Sales Representative works with agents and consultants to sell Ancillary Group insurance products to ... with 2 - 50 eligible employees. The **Small Group Sales Representative ** is responsible for discovering, developing and maintaining benefits brokerage relationships… more
- Conviva (Phoenix, AZ)
- …caring community and help us put health first** The Call Center Representative represents the company by addressing incoming telephone, digital, or written ... goal of first call. **Required Qualifications** + Strong customer service skills with an emphasis on written and oral...flexible packages to give our employees a sense of financial security-both today and in the future, including: +… more
- Ferguson Enterprises, LLC. (Chandler, AZ)
- …and products to our associates and their families-geared toward benefits, wellness, financial protection, and retirement savings. Ferguson offers a competitive ... effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you need to succeed?**… more
- Paychex (Phoenix, AZ)
- …Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside ... profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services of Paychex… more
- Bankers Life (Mesa, AZ)
- …- Hybrid Experience Location: Mesa, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one ... management opportunities to enhancing your career and becoming a Financial Representative , specializing in aiding clients in...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live… more
- Principal Financial Group (Phoenix, AZ)
- **What You'll Do** We're looking for a ** Financial Counselor I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll ... serve as our primary customer service contact, providing a high level...event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This… more
- House of Blues (Phoenix, AZ)
- …standards follow all Clubs & Theaters guidelines Promote and provide superior customer service in all guest interactions + Participate in all on-site venue meetings ... as needed II. Financial / Cash Handling + Ensure that venue staff...of all ticketing computers, software and hardware + Secondary representative in all venue interactions with Ticketmaster + Ensure… more
- Lincoln Financial Group (Phoenix, AZ)
- …will manage upwards of 20 cases through the life of their partnership with Lincoln Financial . You will be the "go to" for the customer (HR Representative , ... to effectively support growth in all segments of our product/ service offerings. + You will develop and maintain an...20% **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- BrightSpring Health Services (Phoenix, AZ)
- …As one of the most respected Specialty Infusion providers in America, we service thousands of patients nationwide through our growing network of branches and ... the prescriber in evaluating referrals and performing care coordination to ensure service level requirements are met. In most cases this responsibility is carried… more
- Guardian Life (Phoenix, AZ)
- …Life and Disability insurance plus voluntary supplemental coverage + Accident insurance ** Retirement and Financial ** + 401(k) retirement plan with ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Truist (Phoenix, AZ)
- …of coverage needed), and deferred compensation (ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor. 8. ... as a retirement supplement and asset leveraging concepts) to a financial advisor) 16. Ability to develop complete understanding of the underwriting process… more
- Guardian Life (Phoenix, AZ)
- …Life and Disability insurance plus voluntary supplemental coverage + Accident insurance ** Retirement and Financial ** + 401(k) retirement plan with ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Guardian Life (Phoenix, AZ)
- …Life and Disability insurance plus voluntary supplemental coverage + Accident insurance ** Retirement and Financial ** + 401(k) retirement plan with ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Navient (Phoenix, AZ)
- …everyone.** We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools ... that help people feel in control of their financial future, including: + **Private student loans** - low...including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -… more