- Salvation Army (Aurora, CO)
- …with individuals from a variety of backgrounds and educational levels required. * Customer service experience. *Critical thinking. *Sound judgment and decision ... introductory period of employment) Pension Plan (after one year of continuous service ) Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function : The Connection… more
- DA Davidson (Ventura, CA)
- …as needed. Primary Duties: *Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating ... in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and… more
- Lincoln Financial (Fort Wayne, IN)
- …#:** 74486 **The Role at a Glance** We are excited to bring on a ** Customer Service Representative ** to support the Retirement Plan Services business ... in a career with Lincoln Financial Group. As a Customer Service Representative , you will...a clear path to financial security, with products including annuities , life insurance, group protection, and retirement plan services.… more
- Lincoln Financial (Radnor, PA)
- …in lieu of Bachelor's) - Minimum Required _Nice-to-haves (Preferred):_ + Sales or Customer Service experience **What's it like to work here?** At Lincoln ... #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships with advisors who market our… more
- Eastern Bank (Andover, MA)
- …Rate: $22.00 Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at ... line). **Major Responsibilities:** **Works toward achieving specific individual sales and service goals through the following activities:** + Opens deposit accounts… more
- U-Haul (Phoenix, AZ)
- …experience in Life Insurance, Annuities and/or Medicare Supplement + Customer Service Experience Company Benefits: + Health insurance/benefits (including ... is not exhaustive and may be supplemented as necessary. + Provide exceptional customer service and proactively build customer relationships to effectively… more
- Athene (West Des Moines, IA)
- …be a solution seeker. Qualifications and Experience: + 1+ years of customer service experience required; knowledge of annuities a bonus, but not required. + ... from clients and financial professionals. Contact Center Representatives receive extensive customer service training, product, & system training to remain… more
- Edward Jones (Tempe, AZ)
- …unfinished tasks. + Work in partnership with the boa to ensure a high level of customer service . + Keep the department apprised of any Compliance / Field ... skills + Strong communication and organizational skills + Strong telephone and customer service skills + Bachelor's degree in a business-related field… more
- Florida Atlantic University (Boca Raton, FL)
- …account. Position Summary: Florida Atlantic University is seeking a Call Center Representative - Boca Raton, FL. Summary of Responsibilities includes: + Responds to ... and collection of accounts with a goal of 100% customer satisfaction. + General office duties to support Tuition...and much more. + State retirement options including tax-deferred annuities and Roth 403(b) plans. + State employees Public… more
- Generations Family Health Center (Danielson, CT)
- …information from patients, posting procedures, and collecting fees. Must provide excellent customer service and work as a team with multidisciplinary team ... Patient Access Representative - Medical Department Job Details Level Entry...that includes: + Medical and Vision Insurance + Tax-Sheltered Annuity (403b) + Group Life Insurance + Disability Insurance… more
- Travelers Insurance Company (Irvine, CA)
- …proceedings, and other rules and regulations applicable to the insurance industry. + Customer Service : + Advanced ability to build and maintain productive ... Negotiate settlement of claims within designated authority. May use structured settlement/ annuity as appropriate for the jurisdiction. Apply deep technical expertise… more
- Thrivent Financial (Medina, OH)
- …a part of the position or support needs on the sponsoring financial representative . + Demonstrated customer service orientation/experience, 2+ years ... products and services as well as fixed and variable life, health, and annuities products and together with the financial Advisors (products offered and advice given… more
- Thrivent Financial (Belmond, IA)
- …be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service orientation/experience, 2+ years preferred + Strong ... regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is employed by Brian Kapka.… more
- Lincoln Financial (Salem, OR)
- …partnership with Lincoln Financial. You will be the "go to" for the customer (HR Representative , broker, decision maker, benefit team, corporate level, etc.) ... to effectively support growth in all segments of our product/ service offerings. + You will develop and maintain an...phone and in person with internal/external stakeholders in a customer centric and professional demeanor. + You will work… more
- Access Dubuque (Dubuque, IA)
- …Categories Advertising/Marketing/Public Relations Agricultural Banking/Mortgage/Financial Services Customer Service Insurance Management/Executive Sales/ ... path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs… more
- Jackson National Life Insurance Company (Nashville, TN)
- …including but not limited to Jackson Products, Jackson.com, portfolio tools, representative dashboard self- service tools, performance center, the sub-account ... Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field and virtual training on Jackson's… more
- Foresters Financial Services (Westbury, NY)
- …of hire. Training will be provided. + Strong verbal communication skills with a customer - service focus + Strong organizational skills + Ability to meet deadlines ... we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while enhancing the … more
- Raymond James Financial, Inc. (St. Louis, MO)
- …industry rules and regulations, and financial planning. + Provide a high level of customer service . + Organize, manage, and track multiple detailed tasks and ... managed underwritings. + Participates in community affairs as a representative of the firm. + May service ...as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …products, industry rules and regulations, and financial planning.Provide a high level of customer service . + Organize, manage, and track multiple detailed tasks ... that are combined to form a functional group. May service clients in his/her own book of business. **Essential...of business. + Participates in community affairs as a representative of the firm. + Performs other duties and… more
- Construction Specialties, Inc. (Lebanon, NJ)
- …and engineers on a project specific basis. + Recommends product solutions and/or service enhancements to improve customer satisfaction and sales potential. A ... each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
