Financial Services Specialist North Phoenixdetailsvisit 02/17/2012 Our State Farm agency located in Phoenix/Glendale is currently looking for a Licensed Financial Services Specialists. This individual will focus on generating new Bank and Financial Services Production and will work as one of our agency Team Members. Pre ...more
vious Mutual Fund and Bank Products Sales Experience is required and applicants should already have their FINRA SERIES 6 & 63 LICENSES. Candidates should have strong understanding of Financial Services, Mutual Funds as well as Retirement Products such as IRA'S, 401K and other retirement benefits.
Making the client happy is always the first priority in our office. Unparalleled sales skills are a natural gift that is required to be a part of our team. We are a goal oriented office with an emphasis on sales. Each team member is required to meet monthly sales goals. We encourage you to accomplish this by utilizing your individual strengths ie: cross-selling, networking, cold calling, etc.
Skills / Requirements
• FINRA SERIES 6 & 63 are an ABSOLUTE REQUIREMENT.
• Minimum of 5 years of experience!
• Previous State Farm Experience (huge plus)
• Living in or near the Phoenix/Glendale area
• Ability to pay close attention to detail and accuracy
• Ability to create and maintain business relationships with prospects and policyholders.
• Proven track record of trustworthiness, dependability and ethical behavior
• Ability to organize and act on several activities concurrently
Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to be licensed in good standing is required.
Important Notes
We are looking for someone who would like a career in my agency or is interested in a long term career. I need a self motivated, positive and energetic person who will help make my agency a top producer. This position is a commission/bonus based compensation.
Commissions/Bonus are unlimited, opportunity for advancement, and health insurance opportunity.
PLEASE ENCLOSE YOUR RESUME AND CONFIRMATION OF SERIES 6 & 63
PLEASE NOTE: IF YOU DO NOT HOLD THESE LICENSE REQUIREMENTS, PLEASE DO NOT APPLY.
Location: NORTH PHOENIX
Compensation: COMMISSION/BONUS, Health Insurance is available.
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Patient Financial Services Representatives Wanted Scottsdale Az detailsvisit 02/01/2012 CSB Systems is a Healthcare Receivables Management company. We are hiring Full time- Patient Financial Service Reps for our first party department. Experience in healthcare receivables and a familarity with Commercial and Government payers is very impor ...more
tant. The position requires PFS representatives to handle both inbound and outbound calls in a fast passed setting. PFS representatives will take payments over the phone, set up payment plans, and take patient insurance information over the phone. Good customer service skills are absolutley required.
Skills:
-Patient friendly
-Experience with the Major Insurance Payers
-Good computer skills
-Must be able to multi-task within different systems
-Possess excellent communication and problem solving skills
-Willingness to adapt and change as required
Important Notes:
CSB- 웕 N 78 St Scottsdale AZ, 85251 (Old Town Scottsdale area)
Summer work hours: 7am- 4pm, Winter work hours: 8am-5pm
-PTO available after 90 days
-Training Paid
-Casual dress code
-Vacation/Sick time up to 5 weeks paid time
-401-K/Profit sharing
-Section 125 saving plan
Location: Scottsdale, AZ
Compensation: Depends on Experience
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Services Processor Scottsdale Azdetailsvisit 01/30/2012 Randstad Staffing, the 2nd largest staffing company in the world, is hiring Processors to work a 5 month contract position (with potential to be hired on perm). The opportunity is at a top financial services company in Scottsdale, AZ. This position is in ...more
a professional corporate environment with many amenities. The job consists of processing demographic and monetary changes to 401k accounts. Efficiency and quality are the two main standards set. The Processor will have no external client contact, yet frequent communication with peers and customer representatives. Training and benefits are offered.Working hours: 830-5 M-FSkill Set Required:-attention to detail-problem solving skills-good communication skills-team player-professional-good computer skills-quick learner when using new software-college degree preferredRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Location: Scottsdale, AZ
Compensation: -
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Insurance Financial Services Sales Southwest Phoenixdetailsvisit 01/25/2012 Looking for experienced insurance customer service representatives or insurances sales representatives to join agency force. Experience highly desired in the insurance and/or finanical services arena. Will train to State Farm products, but desire a know ...more
ledge of the insurance or financial services industry. Bi-lingual in Spanish required due to the area we are located. Friendly demeanor and quick learning mandatory. Send resume via email. Hiring Organization: State Farm Shannnon Rowland Hiring Organization: State Farm Shannnon Rowland Hiring Organization: State Farm Shannnon Rowland
Location: SouthWest Phoenix
Compensation: will work out with potential candidate per experience and bonus structure
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
the business so you can hit the ground running as you enjoy unequaled variety, professional flexibility and lifestyle choices. As a key resource for the success of our many exceptional facilities, we have a wide variety of traveler, part-time and per diem openings throughout the western United States.
We are currently seeking Patient Financial Services Billing and Registration Representatives and Secretaries!
In addition to the endless lifestyle options in Alaska, Arizona, California, Colorado, Nebraska, Nevada and Wyoming, you’ll experience such professional advantages as:
• Comprehensive training
• Innovative technology
• Competitive compensation
Banner Health has been named one of the nation’s Top 15 Health Systems by Thomson Reuters.
EOE/AA. We support a tobacco-free and drug-free workplace.
How To Apply:
You will also enjoy the stability only an organization as large and successful as Banner Health can offer. Find out more about making a difference and joining our team at www.BannerHealth.com/bsscareers.
Location: Phoenix, AZ
Compensation: Competitive
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Financial Services Specialist Needed Arizonadetailsvisit 01/06/2012 The CBC Protection Group is currently interviewing and hiring Insurance agents OR individuals wanting to start their career in the Life and Annuity business. The opportunity is enormous as we are in the beginning of the largest wealth transfer in hist ...more
ory. We offer $100K+ first year income potential using a proven, turn-key system. Management and agency ownership opportunities are available. If you are a person of INTEGRITY who is motivated about the opportunity to earn a great livng, please call (480)427-9683 for initial screening. This opportunity has Limited openings due to our exclusive turn-key system.
Location: Arizona
Compensation: $75,000
This is a part-time job.
This is a contract job.
OK to highlight this job opening for persons with disabilities
OK for recruiters to contact this job poster.
Phone calls about this job are ok.
Please do not contact job poster about other services, products or commercial interests.
Insurance Financial Services Sales Southwest Phoenixdetailsvisit 01/04/2012 Looking for experienced and aggressive sales people to join agency force. Sales experience highly desired in the insurance and/or finanical services arena. Will train to State Farm products, but desire a knowledge of the insurance or financial services ...more
industry. Must be highly motivated by commissions and have high goals to meet customer needs and focus. Send resume via email. Hiring Organization: State Farm Shannnon Rowland Hiring Organization: State Farm Shannnon Rowland
Location: SouthWest Phoenix
Compensation: will work out with potential candidate per experience and bonus structure
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Client Service Associate Financial Services Office Biltmore Areadetailsvisit 01/03/2012 JOB DESCRIPTION: CLIENT SERVICE ASSOCIATE
SUMMARY OF RESPONSIBILITIES
This position provides customer service support to the representative's clients and assists with administrative support in the day to day operations of the firm.
PRINCIPAL RESPONSIB ...more
ILITIES
1. Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.
2. Generate reports such as position statements, for representative's meetings with clients.
3. Track pending business and service paperwork; update pending business and service summary sheet for advisor's attention; track and tally all outstanding work.
4. Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
5. Electronically file client statements, correspondence, and agreements so that all client filing is completed within five business days.
6. Handle advisor needs proactively.
7. Conduct research on Morningstar or and other research sites as directed by representative.
8. Assist with seminars as directed by representative.
9. Place trades at representative's direction, if licensed.
10. Make recommendations to systematize and improve office functioning.
11. Provide administrative support including:
o Maintain updated client contact records using GoldMine or other Client Management System. Document all client contacts and service work.
o Print trade confirmations.
o Follow up on outstanding transactions (e.g., transfers).
o Maintain up-to-date organized client files, including copies of all signed applications and forms, according to firms Compliance requirements.
o Prepare and send outgoing mail.
o Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).
KNOWLEDGE/SKILLS/COMPETENCIES REQUIRED
• B.A. or B.S. preferred.
• Three years of experience in the investment/insurance industry; experience working with National Financial Services (NFS) processes and forms is a plus.
• Exceptional customer service experience.
• Series 6 or Series 7 license along with Series 63 is a plus.
• Proficiency with computer programs, including MS Word & Excel, GoldMine, ACCESS, Advent and Morningstar.
• The ability to interact with people across all levels of the business
• Attention to detail.
• Demonstrated ability to work in fast-paced environment.
• Sufficient patience to do repetitive work correctly.
• Ability to fill out forms exactly.
• Effectively prioritize workload and meet deadlines.
• Ability to follow directions exactly.
• Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and non-physical resources (such as calendars, appointments, events, client contact records, images, etc.).
• Familiarity with basic marketing concepts and practices.
• A self-starter who can work well independently.
Location: Biltmore Area
Compensation: Compensation dependent upon experience
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
Inside Sales Financial Services Tempedetailsvisit 12/29/2011 Freedom Tax Relief is currently seeking experienced Sales Agents to meet the growing need for Account Executives in the Arizona office. Freedom Tax Relief takes a consultative approach to customizing programs which help resolve IRS tax debt for the clien ...more
t.
Account Executives will contact consumers who have requested information and are seeking help with their overwhelming IRS tax debt. The ideal candidate for the position will pre-screen individuals for the program. This will involve developing rapport and building trust with prospects. A high level of professionalism, confident closing skills, and knowledge of the financial services industry is essential.
As an Account Executive for Freedom Tax Relief, your sales ability, knowledge of our program and effective time management are the keys to your success. Our Account Executives will also have high ethical standards and focus on the interest of the consumer.
You must be able to speak with prospects in an informed and professional manner. You must also have strong communication skills (both verbal and written) and a clear speaking voice.
The ideal candidate must have at least three to five years of phone-based selling experience and a steady job history.
Job Responsibilities
Meet or exceed monthly sales goals
Qualify, consult and enroll potential new clients
Manage the sales pipeline
Maintain up-to-date knowledge of our debt settlement program and any industry changes
Qualifications:
Bachelor's degree preferred
3 - 5 years consultative sales experience
Microsoft Office proficient
Highly motivated self-starter
Have the desire to help people
Goal-oriented and money motivated
We are a group of 500 employees strong and growing. FFN has been recognized as one of the top 25 Best Places to Work in Arizona by The Phoenix Business Journal for 3 years running and we attribute that to our core values: Excellence, Success, Integrity, Compassion, Fun and Innovation. Do your values match ours?
We offer our Account Executives an extensive benefits package including:
Health, dental and vision coverage,
401k with employer match,
2 weeks paid vacation per year,
9 employer paid holidays per year,
5 paid sick days per year,
Access to employee discount programs,
Access to employee support programs,
Access to Maricopa County Trip Reduction Program,
All employee lunch once a month
Location: Tempe
Compensation: Hourly + Commission (Average agents earn between $40 and 50k)
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
subscribe to financial services careers in phoenix