Remote Insurance and Investments Financial Services Rep
Remote job
Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered)
Flexible schedule perfect for travelers or stay-at-home professionals
No quotas or income caps
Residual income + bonuses + stock options
Tax advantages (1099 contractor)
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Self-motivated & trustworthy
Blue Rose Research develops a wide range of cutting-edge products used by the most important progressive organizations in the country. Our research informs short- and long-term strategy for advancing progressive causes and has a trusted track record among key decision makers.
The team has a storied history and has worked with central players to develop strategy and direct hundreds of millions of dollars of resources. The work produced by Blue Rose Research is widely regarded as among the most technically sophisticated in the space. If you join us, you'll be plugging into a diverse team of decorated engineers, data scientists and political analysts who are closely connected to some of the most important decision makers in the progressive ecosystem.
If you do not see a position available that fits your skillset or would like to stay informed about new roles, please submit your information here.
Note: We can only hire candidates who are lawfully authorized to work in the United States.
Auto-ApplyTax Refund Customer Service (Remote)
Remote job
A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our client accounts might face with accuracy and efficiency.
The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs gather that for us. Problem-solving should also come naturally to our customer care specialists. You should be confident in troubleshooting and investigating if do or don't have enough information to resolve customer complaints.
Tax preparation software is one of the most popular income tax services during tax season. The software is designed to guide users through their tax returns step-by-step.
Responsibilities
• Inbound phone and video customer service/technical support. Handle technical support questions via phone, with video capability.
• Research, analyze and determine an appropriate course of action for tax customers.
• Interact with customers via phone focusing on software navigation questions as well as assisting the customer with locating prior years' returns and amendments.
• Serve as an ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise.
• Document all issues, resolution and follow up actions
Requirements
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
High school diploma
Benefits
This is NOT paid training. However, we WILL cover the cost of the Training Certification Course. Once you've passed the software certification course with a passing score, PAID services will begin. You MUST make the time to train and pass. You MUST have a working computer and internet connection at home. If you cannot make time to train, DO NOT APPLY.
Financial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
State Farm Experience required
FINRA Series 6 and 63 and 65 licenses required
Life Health License required
This is a remote position.
Licensed Financial Service Representative
Remote job
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.
This remote position is only available to candidates who meet the following criteria:
Must be securities licensed and have experience in the Financial Services industry.
Must be willing and able to work at three office locations on-site with opportunity for occasional remote work.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
Base Salary $80k - $100k depending on experience
Commissions
Paid time off (personal/sick days and vacation)
Paid holidays
Employer paid group health insurance
Matching 401(k)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Prior financial services experience (required)
Securities licenses (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Financial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
Entry Level Customer Service - Work From Home
Remote job
Are you someone who thrives in a people-focused environment and enjoys helping others understand the benefits available to them? We're hiring driven individuals to join one of the most established supplemental benefits organizations in the country-a company trusted for over 65 years and currently experiencing rapid growth across multiple regions.
We are looking for committed Benefits Representatives who want a career with purpose, stability, and long-term earning potential.
What You'll Do
Serve as a reliable resource for clients by explaining product details and service options
Answer coverage-related questions with clarity and confidence
Stay informed on new and evolving benefits to better support client needs
Review existing plans to help members make informed, cost-effective decisions
Maintain strong relationships by offering consistent, high-quality service
What Makes You a Great Fit
Background in customer service, sales, or a related field (helpful but not required)
Natural ability to connect with people and build trust
Strong organization skills and comfort managing multiple tasks at once
Professional, positive, and solution-oriented mindset
Excellent communication skills-both written and verbal
Who We're Searching For
Someone sharp, motivated, and eager to grow
A team-oriented individual who performs well under pressure
A strong communicator who values professionalism and integrity
A self-starter with an entrepreneurial mindset and a desire for advancement
What You'll Receive
Step-by-step training with full support from leadership
Weekly pay structure with bonus opportunities
Long-term residual income
Company-paid incentive trips for top performers
Work-from-home flexibility
A clear path for growth and career development
Auto-ApplyClient Service Officer I_Consumer & Business Banking
Remote job
WHAT IS THE OPPORTUNITY? Responsible for performing day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. Support Client Service Manager_Consumer and Business Banking.
WHAT WILL YOU DO?
* Acts as primary liaison between client and all areas of the bank. Perform follow-up with all clients to ensure completion and satisfaction.
* Introduce clients to appropriate area within Bank, maintain knowledge of bank products and services.
* Ensure early identification and proper escalation of potential risk to appropriate level of authority.
* Uses knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients/prospects.
* Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect. Resolves problems, answers questions related to client accounts and utilization of bank products and services.
* Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach.
* Analyzes client needs in order to recommend appropriate solutions/benefits to clients/prospects.
* Assist with leading and managing internal service process including outbound calling efforts to clients/prospects.
* Coordinate branch facilitated requests (cashier's checks, cash orders, FX, etc.)
* Fraud reporting.
* Is considered a subject matter expert in operations policies, procedures, and applicable regulatory requirements.
* Support sales colleagues and Client Services Manager to build and maintain client relationships.
* Will support multiple sales teams.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 2 years' experience in client service, banking operations or banking relationship management support required.
* Minimum 2 years' experience in a banking or financial services environment required
*Additional Qualifications*
* Prior Business Banking experience helpful
* Knowledge of Bank policies and procedures and regulatory compliance.
* Knowledge of Bank products and services.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* problem solving skills.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Strong organizational and time management skills and ability to prioritize work.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Patient Financial Services Representative III
Remote job
Fairview is looking for a Patient Financial Services Representative III to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. The DME/Follow-up/Billing department manages patient accounts by applying strong knowledge of insurance guidelines, denial codes, collection practices, and customer service. The team independently resolves billing concerns, processes correspondence and payment research, reviews explanations of benefits, and communicates clearly with patients, payers, and vendors to ensure timely and accurate claim resolution. Additional responsibilities include managing bad debt, completing refunds, verifying insurance, securing authorizations, and confirming sales orders in alignment with payer and compliance requirements.
Responsibilities
* Manages and resolves complex patient accounts by ensuring accurate financial transactions, appropriate reimbursements, and timely follow-up with payers, patients, and internal partners.
* Performs daily work with high accuracy and productivity, following departmental best practices while identifying and implementing process improvements.
* Serves as a subject matter expert with advanced knowledge of revenue cycle workflows, systems (including Brightree, expected payment calculations), payer policies, and regulatory requirements.
* Conducts detailed investigations of high-complexity accounts, processes internal and external correspondence, and ensures clear, professional communication.
* Utilizes multiple systems and payer portals to secure payment, verify insurance/demographics, apply correct adjustments, and educate patients/guarantors on financial responsibilities.
* Provides mentorship and support to team members, leading discussions, facilitating meetings, and contributing to high-visibility projects.
* Collaborates across departments to expedite account resolution and support business outcomes through accurate documentation, single-touch resolution, and continuous workflow optimization.
Required Qualifications
* 2 years in a medical billing office setting or relevant experience
* Organizational skills, Communication skills, Attention to detail
* Ability to problem solve and able to utilize resources independently
Preferred Qualifications
* 2 years of medical billing office setting experience
* MS Office experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
* Experience working with medical terminology
* Experience working with CPT-4 and ICD-10
* Extensive knowledge of FV account review experience
* Extensive knowledge of FV system applications
* Extensive knowledge of FV RCM workflows
* Billing certification
* Substantial system super user experience
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jon Laskin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with policy needs and educate
Recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Strong analytical and communication skills.
Property and Casualty License ( must have or be able to obtain)
Life and Health License (must have or be able to obtain)
Please complete our application if you are motivated to succeed and can see yourself in this role. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents' employees must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their employees. State Farm agents employees are not employees of State Farm.
This is a remote position.
Entry-Level Financial Services Representative
Remote job
About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow-ups, and personal goals independently
Work within a team-focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work-from-home flexibility with full-time or part-time options
Complete training and hands-on mentorship
A supportive and growth-oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self-discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast-paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
Remote Financial Services Representative - Full Training | 100% Commission
Remote job
Job Description
About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive.
What You'll Do:
Work remotely from anywhere in the U.S.
Connect with clients who requested information - no cold calls
Offer coverage options from trusted carriers
Build relationships while protecting families
Option to develop your own agency
What We Offer:
Comprehensive virtual training
Step-by-step licensing guidance
Flexible scheduling (PT or FT)
Commission-based income with daily pay
Bonus programs
Warm leads and full team support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Driven and coachable individuals
Clear communicators
Independent and goal-oriented
Ready to earn a license (we help you)
Requirements:
U.S. resident, 18 +
Background check
Internet + phone + computer
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now to take control of your career and income.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
Financial Services Representative State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
Financial Services Representative State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life.
Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer.
Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement.
If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you!
ROLE DESCRIPTION:
Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
This is a remote position.
Commercial & Private Bank Compliance Risk & Controls Associate
Remote job
Title
Commercial & Private Bank Compliance Risk & Controls Associate The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines through ongoing identification, assessment, and measurement of material risks and key controls. The Commercial & Private Bank Compliance Risk & Controls Associate, in this 1st Line of Defense (1LOD) role, will bring expertise in regulatory Compliance and risk experience in Commercial & Private Banking businesses.
• The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar's broader offerings.
• The Commercial Bank includes lending, finance, and banking focused on middle market Commercial & Industrial (C&I) companies. The organization also provides capital markets, foreign exchange and derivatives, treasury management products and services, and banking as a service.
This position will collaborate with senior members of Enterprise Compliance (2nd LOD) & Enterprise Risk Management (2nd LOD), Internal Audit (3rd LOD), and External Regulatory Agencies. This position is critical to supporting the strategy of the Commercial & Private Banks by ensuring prudent risk and compliance management which permit the bank grow profitably.
Pay Range: $84,878 - $112,463 - $140,049Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Risk Advisory
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout, implementation, and consistent execution of a Compliance Risk Management framework within the 1st LOD.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout, implementation, and consistent execution of the 1st LOD Compliance Risk roles and responsibilities associated with a Risk Governance Framework subject to Bank regulatory heightened standards, including Risk Culture, Risk Appetite, Roles and Responsibilities, Risk Governance, Risk Assessment, and Risk Monitoring & Reporting.
Provides 1st Line with guidance with regard to the execution of Compliance Risk framework responsibilities with Business Process Owners including Enterprise Compliance Risk Assessments, Regulatory Compliance & Change Management, Customer Complaint Management, Compliance Testing, Issue Management, External Risk Events, Key Risk Indicators, Control Identification and Design, and Quality Assurance programs.
Leads Compliance Risk management assessment of new products and services, including enterprise change management programs.
Provides Compliance Risk advisory and guidance to the Business Process Owners including process and control design, early risk identification, control environment operating effectiveness, and policies and procedures.
Provides guidance on assurance activities to help ensure that Compliance Risk Management Frameworks and controls are effective to manage risks associated with the Commercial & Private Banks strategic plan.
Directly engages with Bank leaders on identified Compliance incidents and issues in root-cause analysis, action plans, supporting documentation and testing of implemented controls to effectively remediate findings or issues.
Provides senior members of the Bank with risk advisory and guidance on project initiatives, risk assessments, and risk remediation efforts impacting the Business Units.
Governance
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout and implementation of a Business Unit Review Governance model and cadence for Commercial & Private Bank Business Units.
Leads activities to help ensure compliance with all Enterprise Compliance policies and standards, and management of Compliance Risks within the Bank's risk appetite.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the implementation of Compliance Risk management methodologies for Commercial & Private Bank Business Units.
Performs activities to help ensure that key risk and control data, inventory, metrics, and reporting are established and actively monitored.
Performs activities to help ensure that Compliance Risk culture is imbedded across the Commercial & Private Bank organizations with an appropriate training regimen.
Bank Initiative Partner
Actively influences and engages in Enterprise Compliance & Risk forums and socializes with Commercial & Private Bank colleagues.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in interactions with the Bank's regulators and Internal Auditors.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the interaction with the following Business Unit partners: Bank Examiners, External Bank Auditors, Enterprise Compliance & Risk Management, Internal Audit, Regulatory Affairs, Business Process Owners, and Shared Services organizations.
Interfaces with Internal Audits, Compliance Tests, and External Exams with Business Process Owners to ensure timely delivery and completeness of required documentation.
Risk Advisory Guidance and Communication
Interprets complex regulatory requirements and effectively communicates the potential impact to affected business lines.
Leads efforts to support the development and implementation of regular communication methods to keep employees informed of policy, procedural and regulatory updates.
Regularly evaluates assigned Business Unit processes and practices to ensure consistency with applicable regulatory requirements and expectations.
Stays abreast of compliance and regulatory changes at Flagstar and within the industry to continue to act as a risk subject matter expert for advising and monitoring processes across the Business Units.
Procedure & Process Management
Provides direction and expertise on development of sufficient documentation including policies, procedures, processes, and user guides to increase efficiencies, reduce errors and mitigate risk.
Performs activities to help ensure that regulatory/compliance related requirements are embedded within Business Units procedures and user guides.
Ensures ongoing / annual reviews of Risk procedures to ensure accuracy and compliance with policies.
Understands the current systems and their respective capabilities.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the preparation of comprehensive written reports and summaries communicating results of findings and highlighting overall business risk, where necessary.
Uses independent judgement and discretion to make decisions.
Analyzes and resolves problems.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Economics, Business, Data & Analytics or similar.
Minimum experience required: 4+ Years of risk and internal control experience.
Experience in Commercial Banking and associated Lending and Deposit products
Experience in Treasury Management, Capital Markets, and Derivatives is a plus
Large Bank experience
Ability to execute in change management environments, and has experience building programs / frameworks from the ground up
Preferred Qualifications:
Demonstrated effectiveness in managing operational requirements, preferably in a Commercial Banking capacity
Understanding of Risk and Control Self-Assessments (RCSA) and Sarbanes-Oxley requirements
Understanding of Non-Financial Risk management and audit industry best practices
Understanding of laws and regulations impacting financial institutions
Ability to manage and execute multiple projects within required timelines
Experience defining and documenting business processes and functions
Job Competencies:
Ability to partner effectively across all levels of the organization and develop positive working relationships
Ability to analyze and assess the adequacy of operational controls and identify opportunities for process improvements and efficiency gains
Ability to follow company policies, guidelines and procedures
Strong attention to detail, ability to prioritize and multi-task
Ability to maintain confidentiality using tact and diplomacy
Excellent verbal and written communication skills and demonstrated success communicating with various levels within an organization.
Ability to think critically and logically
Ability to analyze and resolve problems pertaining to risk governance, audit, compliance
Ability to develop effective relationships with various levels within an organization
Proactive self-starter with good people management skills and a strong work ethic
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Travel may be required depending on location of hire. If required, travel is not expected to be frequent
Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Auto-ApplyFinancial Services Representative
Remote job
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
Remote Work from Home
Lucrative Career Change
To Work With People
Ownership of a Business
Control of Their Time
Commission, Residual, and Passive Income
A Career in the Financial Sector
Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
Financial Education
Personal Finance
Retirement Solutions
Long Term Care
Small Business Protection Plans
401K and IRA Rollovers
Life Insurance Planning
College Planning
Estate Planning
And more.
First 30 Days & Training Program
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.
In your first 30 days, you will complete our training program which includes:
Acquiring Your Life and Health License
Attending Virtual Trainings and Completing Field Trainings
Marketing and Growing the Foundation to Your Business
Developing Lead Systems and Creating a Business Plans
Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
Legality, Ethics, and Morality
Entrepreneurial-Minded/Self-Starters
Interest in Finance, Money, & Investments
Leadership Skills / Wanting Growth
An Ambitious, Go-Getter Attitude
Great People Skills and Public Speaking
Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
Financial Services Representative State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Terry Stone - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
Financial Services Representative | Remote | High Growth Career Change
Remote job
Job Description
Built for individuals ready for a serious career shift, this opportunity provides full training, mentorship, and a structured system. You will not be micromanaged, but you will not be alone either. The goal is to give you the tools, guidance, and support needed to grow confidently.
You'll help families with financial protection and income planning solutions. Remote flexibility means you can work around family, personal commitments, or your transition from another career. Compensation is uncapped with commissions, bonuses, and leadership pathways.
If you value personal development, professional growth, and a long term path that rewards effort, this environment is aligned with your goals.
Who Thrives Here
People who are:
Coachable and willing to follow a proven process.
Self-driven and goal-oriented.
Good communicators who care about helping others.
Looking for long-term stability and income growth, not another short-term job.
No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it.
Why Apply Now
Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture.
If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.
No scripts. No hype. Just a real opportunity to grow - on your terms.
Apply today, and we'll set up a short conversation to see if it's the right fit.
Requirements18+ and authorized to work in the U.S.
100% Uncapped Commission 1099
Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way).
Prior experience in sales, customer service, leadership, or training is a plus-but not required.
Comfortable working remotely and independently.
BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance.
Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income.
Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom.
True Agency Ownership - Build your own business with real contractual ownership.
Legacy Business Transfer - Pass your agency to a loved one and create generational wealth.
Free Life Insurance - One full year of coverage included for qualifying agents.
Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit.
Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider.
Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.
• • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
Patient Financial Services Representative II
Remote job
Johns Hopkins All Children's Hospital is a premiere clinical and academic health system, providing expert pediatric care for infants, children and teens with some of the most challenging medical problems. Ranked in multiple specialties by U.S. News & World Report, we provide access to innovative treatments and therapies. With more than half of the 259 beds in our teaching hospital devoted to intensive care level services, we are the regional pediatric referral center for Florida's west coast. Physicians and community hospitals count on us to care for critically ill patients and perform complex surgical procedures.
Join us in making a difference in the lives of our littlest patients. Apply today!
What Awaits You?
Free onsite parking
Career growth and development
Tuition Assistance
Diverse and collaborative working environment
Comprehensive and affordable benefits package
POSITION SUMMARY:
Responsible for a variety of roles, including but not limited to customer service, claim processing, and cash postings. Assists with all facets of the hospital billing process to meet deadlines and to be timely in reducing unbilled inventory, accounts receivable, cash posting, and account inquiries.
QUALIFICATIONS:
A minimum of a High School diploma, GED, Certificate of Completion or equivalent achievement.
2 years of relevant work experience with moderate understanding of medical, billing and coding terminology for physician and/or hospital facility
Moderate knowledge physicians and/or hospital facility insurance and self-pay accounts receivable with contract reimbursement and/or denials management and/or claims appeals and/or claims follow-up and/or refunds and credit balance review and processing experience
Ability to read, write, speak and understand English
Moderate computer skills, working in multiple systems and proficient in Microsoft Office Applications
Applicant must live local to Johns Hopkins All Children's Hospital, St. Petersburg, FL
Work Hours: Full-Time, Monday-Friday, 8:00 AM - 4:30 PM. No weekend work required. This position is 90% work from home; occasional on-site work as needed.
Salary Range: Minimum 16.86/hour - Maximum 26.97/hour. Compensation will be commensurate with equity and experience for roles of similar scope and responsibility. In cases where the range is displayed as a $0 amount, salary discussions will occur during candidate screening calls, before any subsequent compensation discussion is held between the candidate and any hiring authority.
We are committed to creating a welcoming and inclusive environment, where we embrace and celebrate our differences, where all employees feel valued, contribute to our mission of serving the community, and engage in equitable healthcare delivery and workforce practices.
Johns Hopkins Health System and its affiliates are an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, mental or physical disability, genetic information, veteran status, or any other status protected by federal, state, or local law.
Johns Hopkins Health System and its affiliates are drug-free workplace employers.
Financial Services Representative
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker