- Bank of America (Chandler, AZ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** ... are guided by a common purpose to help make financial lives better through the power of every connection....the power to make a difference. Join us! The Retirement & Benefits Investment Specialist is a foundational role… more
- Bank of America (Chandler, AZ)
- …relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include ... Life Services Financial Services Representative Hunt Valley, Maryland;Jacksonville,...buying a home, building a family, or planning for retirement . If you are interested in growing a long-term… more
- Bankers Life (Phoenix, AZ)
- Entry Level Financial Representative - Insurance Sales Location: Phoenix, 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
- Randstad US (Scottsdale, AZ)
- financial services representative . + scottsdale , arizona + posted 10 days ago **job details** summary + $20 - $23 per hour + temp to perm + high school + ... integrity. Position Overview: Join our dynamic team as a Financial Services Representative , where you will be...transactions, and policies. + Educate clients on investment strategies, retirement planning, and other financial topics. +… more
- Vanguard (Scottsdale, AZ)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . Why Vanguard: At Vanguard, we believe in supporting… 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
- Humana (Phoenix, AZ)
- …and help us put health first** The Claims Research & Resolution Representative 2 manages claims operations that involve customer contact, investigation, and ... resolution of claims. The Claims Research & Resolution Representative 2 performs varied activities and moderately complex administrative / operational / customer… more
- Banner Health (Phoenix, AZ)
- …payors. MINIMUM QUALIFICATIONS High school diploma/GED is required. Must have customer service skills or knowledge of patient financial services, financial ... Health.** **Learn more at** https://youtu.be/Pu3VR3tGlw0 The Acute Patient Access Services Representative will Register Patients in the Banner MD Anderson Clinic at… 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
- Walgreens (Chandler, AZ)
- …of service . **Job ID:** 1344061BR **Title:** Onsite Call Center Representative - Pharmacy (Full Time) **Company Indicator:** Walgreens **Employment Type:** **Job ... shots + Paid time off benefits (PTO) + Paid Parental Leave (PPL) Program ** Financial well-being:** + Walgreens Retirement Savings Plan + Employee Stock Purchase… more
- Ascensus (Phoenix, AZ)
- …an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport ... **, L** **ICENSES** **, R** **E** **G** **ISTRATIONS** + 1+ years of customer service experience, preferably in the financial services or benefits industry, or… more
- Ascensus (Phoenix, AZ)
- …Education, Experience and Certificates, Licenses, Registrations** + 2+ years of customer service experience, preferably in the financial services or benefits ... **Job Summary** : Assists Client Service Managers in providing best of class ...disabilities to perform these essential functions_ . + Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL… 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
- American Express (Phoenix, AZ)
- …include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being ... to other sales teams, Marketing, UX, support groups, Customer Service , etc. + Manage a pipeline of customers using...their holistic well-being. That means we prioritize their physical, financial , and mental health through each stage of life.… more
- Bankers Life (Phoenix, AZ)
- …- Hybrid Experience Location: Phoenix, 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
- 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
- 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
- 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 (Scottsdale, 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