- Bank of America (Pennington, NJ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Bilingual Spanish Pennington, New Jersey;Chandler, Arizona; Tampa, ... 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 (Pennington, NJ)
- 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
- Bank of America (Pennington, NJ)
- …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 (Allentown, PA)
- Entry Level Financial Representative - Insurance Sales Location: Allentown, PA, 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
- Lincoln Financial Group (Radnor, PA)
- …this opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business ... - Minimum Required _Nice-to-haves (Preferred):_ + Sales or Customer Service experience **What's it like to work here?** At...experience **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …employee benefits solutions. You can learn more by visiting eb.worldinsurnace.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a Client Service ... in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our… more
- Bank of America (Pennington, NJ)
- …their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls ... Wealth Management Fraud & Claims - Client Servicing Representative Pennington, New Jersey **Job Description:** At Bank...working in a client focus environment + Knowledge of financial terms and concepts + Understanding of retirement… more
- US Fertility (Warrington, PA)
- …offers stimulation, challenge, and personal reward. If you're a Patient Services Representative looking for a new opportunity to work in a fast-paced, professional ... medical providers, and patients by providing expert care and service for fertility treatments. We have an opening for...We have an opening for a full-time Patient Services Representative for our Warrington, PA office. This is a… more
- Sherwin-Williams (Huntingdon Valley, PA)
- …and go-to-market strategy + Gain a thorough understanding of Sherwin-Williams technical service and sales processes + Build technical service skills and ... product issues + Support the sales organization to achieve financial goals and gain an understanding of P&L management...wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your… more
- ADP (Allentown, PA)
- ADP is hiring **Inside Sales Representatives for Retirement Services.** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... it read on and see for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies. With a little help… more
- Trinity Health (Langhorne, PA)
- …hospital colleagues, patients and families and ensures that patients meet financial requirements. Obtains accurate patient demographic and insurance information to ... of all encounters as well as provides excellent patient focused customer service . Communicates effectively to service delivery areas to maximize patient… more
- Ascensus (Dresher, PA)
- …communication skills. . Be goal driven and career minded. . Knowledge of the trust, financial industry and retirement plans desired. We are proud to be an Equal ... harm to Ascensus or our clients. . Our I-Client service philosophy and our Core Values of People Matter,...services that include self-directed IRAs, employer-based IRA and qualified retirement plans.. . Document call activity for inbound and… more
- Ferguson Enterprises, LLC. (Whitehall, PA)
- …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 + May be responsible for… more
- Randstad US (Phoenixville, PA)
- …culture. You will answer and assist investors with questions, monetary transactions, financial products, and services. As a Client Representative , you'll be ... retirement specialist. + phoenixville , pennsylvania + posted...+ working in a smoke free environment Skills + Financial Services + Customer Service + Hybrid… more
- Bankers Life (Allentown, PA)
- …- Hybrid Experience Location: Allentown, PA, 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
- Guardian Life (Bethlehem, PA)
- …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 (Bethlehem, PA)
- …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
- TD Bank (Doylestown, PA)
- …demonstrated ability in providing direction, decision making, coaching Oversight of Customer Service + Representative and Teller experience + Proven ability to ... Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store...simple to complex daily branch administrative duties + Approves financial transactions using sound judgment to minimize risk and… more
- Guardian Life (Bethlehem, PA)
- …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 (Bethlehem, PA)
- …+ Deliver high level of support to clients and prospects + Handle inbound service calls + Collaborate with General Agents, Financial Representatives, and staff ... Life and Disability insurance plus voluntary supplemental coverage + Accident insurance ** Retirement and Financial ** + 401(k) retirement plan with… more