• National Life Group - Northern California Agency (Irvine, CA)
    Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We ... workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship… more
    Upward (07/15/25)
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  • Memorial Healthcare System (Hollywood, FL)
    …the difference. It is the foundation of The Memorial Experience. Summary: The Patient Financial Services Representative (PFSR) serves as the first point of ... insurance filing order, if multiple insurance coverages are effective for that service .Explains polices including all regulatory and financial consent forms;… more
    Upward (07/27/25)
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  • Fairview Health Services (St. Paul, MN)
    Job Overview Fairview is looking for a Patient Financial Services Representative II to join our team! This is a fully remote positionapproved for a 1.0 FTE ... is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all… more
    Upward (07/27/25)
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  • Northwestern Mutual (Princeton, NJ)
    …Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect ... create future career opportunities As a Northwestern Mutual College Financial Representative , you can expect a flexible... strength and access to the best products and services for our clients. Our Financial Representatives… more
    Upward (07/11/25)
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  • Modern Woodmen of America (Milwaukee, WI)
    Financial representative Contract type: Full-time Location: Milwaukee - Wisconsin Industry: Financial Services Date published: 03-27-2025 About the role ... Modern Woodmen - and you, as a Modern Woodmen financial representative , to make a difference in...your career. Whether you have an extensive background in financial services or you're just getting started,… more
    Upward (07/11/25)
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  • Fidelity Investments (Burlington, MA)
    Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where ... to expect In your first year as a new Financial Services Representatives, your onboarding leader will...in an Investor Center. Obtain Licenses: Become a FINRA ( Financial Industry Regulatory Authority) Registered Representative by… more
    Upward (07/21/25)
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  • Enterprise Bank & Trust (Arnold, MO)
    …satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Services Representative II Job Description: Summary: ... Financial Services Representative II serves as the bank's more experienced front-line...II serves as the bank's more experienced front-line customer service associate and is responsible for creating a welcoming… more
    Upward (07/19/25)
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  • World Acceptance Corporation (Morrow, GA)
    …needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial ... journey. As a Financial Services Representative , you're the face of World Finance - empathizing,...do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service , assisting… more
    Upward (07/13/25)
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  • Zach Armiger - State Farm Agent (Clarksburg, MD)
    …satisfied with every interaction they have with our office! ROLE DESCRIPTION: As a Financial Representative with Zach Armiger, you will learn how to successfully ... We are located in , MD and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement… more
    Upward (07/01/25)
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  • Ahida Garcia - State Farm Agent (Philadelphia, PA)
    …Must be bilingual English - Spanish Proven experience working as a financial services representative . Excellent analytical, organizational, and ... Responsive recruiter ROLE DESCRIPTION: As a Financial Account Representative with Ahida Garcia...Philadelphia, PA and help customers with their insurance and financial services needs, including: Auto insurance Home… more
    Upward (07/01/25)
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  • Lane Regional Medical Center (Zachary, LA)
    The Financial Services Representative is...of no less than 98%, 100% of Point of Service Collection goals, Customer Service , Production, and ... information is complete within 24 hours after order receipt. The Financial Services Representative will assist patients with understanding their insurance… more
    Upward (07/26/25)
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  • KEESLER FEDERAL (Metairie, LA)
    …(Employee Assistance Program) WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS Position: Financial Services Representative I (FSR I) Department: Retail ... JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT...new consumer & business member accounts and cross selling services to members while providing extraordinary service .… more
    Upward (07/23/25)
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  • Western & Southern Life (Kingsport, TN)
    …Name KINGSPORT TN Default: Location : City KINGSPORT Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk ... analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right… more
    Upward (07/11/25)
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  • Pacific Premier Bank (Palm Desert, CA)
    …ethical standards, we will exceed our customers' expectations and achieve success. The Financial Services Representative at Pacific Premier Bank contributes ... banking solutions combined with the most welcoming and friendly service , you will be front and center representing our...being flexible and dynamic with other branch needs. The Financial Services Representative is a… more
    Upward (07/19/25)
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  • AtlantiCare (Pomona, NJ)
    …federal government funded programs such as; Medicaid and Charity Care. In addition, the Financial Services Representative Level I will have knowledge of ... Patient Access management team. This position is a customer service champion responsible for delivering great customer service...and Clinic services from all sources. The Financial Assistance Representative Level I may be… more
    Upward (07/03/25)
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  • StaffMyAgency LLC (Portland, OR)
    …carryover Valuable experience Health insurance Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member ... leads, conduct appointments, identify customer needs, and market appropriate products and services . Provide clients with financial planning and investment advice… more
    Upward (07/07/25)
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  • ANCHORAGE NEIGHBORHOOD HEALTH CENTER INC (Anchorage, AK)
    …purpose, heart, and a deep commitment to the community we serve. PATIENT FINANCIAL SERVICES REPRESENTATIVE POSITION SUMMARY: Responsible for handling complex ... Range $21.17 - $26.46 Hourly Job Shift Day PATIENT FINANCIAL SERVICES REP II - MEDICAL BILLING...and customer satisfaction. SUPPORTING DUTIES AND RESPONSIBILITIES: Mentor Patient Financial Service Representative I (PFSR… more
    Upward (07/26/25)
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  • Moody Street Group (Boston, MA)
    …are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives , utilize a values based approach and ... time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training… more
    Upward (07/27/25)
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  • Elvia Solis - State Farm Agent (Chicago, IL)
    …and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, ... advancement Training & development Job Title: Bilingual Spanish Sales Representative Location: Chicago, IL Join Elvia Solis at State...rapport. Sales Savvy: Previous experience in sales or customer service is a plus, but a positive attitude and… more
    Upward (07/01/25)
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  • Freddie Villacci, Jr. - State Farm Agent (College Grove, TN)
    …our team. About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, ... further! Freddie Villacci State Farm is seeking a Sales Representative to join our dynamic and successful team. About...years of experience and a commitment to exceptional customer service , we have built a strong reputation as a… more
    Upward (07/23/25)
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