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Finance representative jobs in Arkansas - 210 jobs

  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Finance representative job in Little Rock, AR

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $40k-64k yearly est. 3d ago
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  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Little Rock, AR

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 38d ago
  • Team Based Financial Advisor - Northwest Pinnacle Group

    Thrivent Financial 4.4company rating

    Finance representative job in Fayetteville, AR

    Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work. Northwest Pinnacle Group is an independent financial services practice of Thrivent in Fayetteville, AR. We are growing and adding a team-based financial advisor to our team. At the heart of our practice is a simple belief: financial planning should be as unique as the people it serves. We are a team of experienced financial professionals committed to helping individuals and families align their money with their values, goals, and purpose. We don't just manage investments - we guide decisions that shape legacies. Through personalized strategies in financial planning, investment management, insurance, and retirement preparation, we walk alongside you every step of the way. Whether you're navigating life transitions, building generational wealth, or seeking to give back meaningfully, our mission is to provide clarity and confidence in your financial journey - so you can focus on what truly matters. This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry. Licensing and Training Over your first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), which may include: Resident state Life, Health and Annuity Securities Industry Essentials (SIE) Series 6 and 63, 7 and 66, or 7, 63 and 65. After completing licensing, you may enroll in a comprehensive 6-week training program. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity. Building a strong personal network through local nonprofits, churches and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll have income stability through splits, individual and team sales commissions and incentive pay structures. Compensation is $60,000-$100,000 (combination base revenue package plus upside potential through commission). Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors. You'll also be eligible for Thrivent's industry-leading benefits: Medical, dental and vision insurance. Disability, accidental death and dismemberment insurance. 401(k) and pension opportunities. Ongoing support, training and opportunities for professional growth. Well-being programs to help you manager your physical, emotional and financial health. Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you engage with clients to make a real impact in your community. About Thrivent Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $60k-100k yearly Auto-Apply 60d+ ago
  • Financial Advisor - Experienced Professionals

    First Command Financial Services, Inc. 4.7company rating

    Finance representative job in North Little Rock, AR

    Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: * Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. * Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. * Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. * Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. * Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart * A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. * Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. * The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. * Military experience or affiliation is strongly preferred. Required Experience Licensing & Certifications * Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license * Preferred: CFP, ChFC, or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong. #LI-LW1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $48k-80k yearly est. 23d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Jonesboro, AR

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $44k-78k yearly est. Auto-Apply 15d ago
  • Financial Advisor

    Career Headhunter

    Finance representative job in Fort Smith, AR

    Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth. What You'll Do Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture. Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide. What You'll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor's degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman's trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts - where your success is our strategy. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
    $30k-61k yearly est. Auto-Apply 13d ago
  • CPQ Consultant - Financial Services

    Accenture 4.7company rating

    Finance representative job in Bentonville, AR

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: * Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies * Lead delivery teams that help clients build and manage customer relationships and maximize sales * Advise clients on ways to measure and improve their customer satisfaction and other business metrics * Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice * Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position * Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. * Resolve integration and interfacing issues between various back-end systems. * Optimize application performance and scalability. Qualification Here's what you'll need: * 4+ years of experience architecting CPQ solutions including capabilities such as: * Product modeling, configuration, and rules (CTO and ETO) * Guided configuration and selling * Pricing and discounting * Workflow and approvals * Quoting, document generation, and e-signature * Contracts, subscriptions, and renewals * Quote to order conversion * 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). * A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. * 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: * You have certifications in any of the following: * Oracle CPQ Cloud Certified Implementation Specialist * Salesforce CPQ Specialist * Salesforce Admin * Salesforce Developer * Conga CPQ Product Certification * Experience with cloud application architectures, data models, configuration, and customization * Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load * Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce * Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design * Expertise in working with other relevant CPQ packaged solutions * Firm understanding of web application design and analysis, design patterns, and object-oriented design * Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback * Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Locations
    $51k-72k yearly est. 17d ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Finance representative job in Little Rock, AR

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
    $34k-55k yearly est. 39d ago
  • Financial Service Representative - Float

    Arkansas Federal Credit Union 4.0company rating

    Finance representative job in North Little Rock, AR

    Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $24/hr! NO Weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Little Rock Air Force Base. Your home branch will be in North Little Rock. Mileage reimbursement included. As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $24 hourly Auto-Apply 15d ago
  • Financial Service Representative

    Job Listingsarkansas Federal Credit Union

    Finance representative job in Little Rock, AR

    Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $25/hr! NO Weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $25 hourly Auto-Apply 2d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Alex Baldwin

    Finance representative job in Fayetteville, AR

    Replies within 24 hours Benefits: Health insurance Paid time off 401(k) matching Dental insurance Company parties Vision insurance ROLE DESCRIPTION: As an Insurance Account Representative - State Farm Agent Team Member for Alex Baldwin - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Assist management and Sales and Customer Care Agents with daily tasks and organization Greeting Customers in the office and answering several phone calls per day - phone etiquette is imperative. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Promote successful and long-lasting customer relationships. QUALIFICATIONS: Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Experience managing client relationships is preferred Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal, and listening Dedicated to customer service Property and Casualty license required - can be obtained within 30 days of hire. BENEFITS: Paid Time Off Salary plus commission/bonus Health Insurance with Dental and Vision options Growth potential/opportunities for advancement within my agency IRA matching Compensation: $45,000.00 - $65,000.00 per year Looking for the skills and confidence to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Fayetteville, AR. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $45k-65k yearly Auto-Apply 60d+ ago
  • iBanker Specialist

    Fnbc Bank 3.3company rating

    Finance representative job in Ash Flat, AR

    Your attention to detail and supportive nature will shine as our iBanker Specialist, where you will assist customers with various financial transactions through our Interactive Teller Machines (ITMs). As a highly focused and meticulous individual, you'll deliver top-notch service and guidance to customers, ensuring their needs are met efficiently and accurately. You will embrace the opportunity to build positive relationships with our valued clients, presenting them with tailored products and solutions to meet their financial goals. Join us at FNBC Bank as our iBanker Specialist, where you'll find fulfillment in delivering repeatable, high-quality results while elevating our customers' banking journey. Why you'll love working with us: Competitive salary commensurate with education and experience Health, Rx, Vision and Dental insurance Life insurance and LTD benefits 401k retirement plan with 6% match Generous PTO plan Paid holidays consistent with the Federal Reserve bank schedule Education assistance available Discounted memberships to health clubs What you'll do as the iBanker Specialist: Effectively navigate between several banking programs simultaneously Effectively conduct ATM deposit review and apply holds according to policy and regulations Maintain a general knowledge of mechanics and transactional process of machine Demonstrate efficiency in verifying and processing rejected files Recognize sales opportunity of products and services while engaging with customers to meet their financial needs Who we are: FNBC Bank (***************** is a $800 million-asset community bank headquartered in Ash Flat, AR. Originally chartered in 1912 as the Bank of Ash Flat, FNBC now has 14 offices through North Central and Northeast Arkansas, and Southeast Missouri. After more than 100 years in business, FNBC demonstrates that a bank can be much greater than its balance sheet; it can be a powerful catalyst for community and individuals to pursue and achieve their highest aspirations. FNBC's century-long legacy has been forged through diligence, passion, and execution. The result being an organization built by Community Bankers whose values are rooted in dependability, resourcefulness, honesty, and integrity. At its century mark, FNBC is passionate about creating value for its customers and its communities. Its culture is strong; its core is vital. It has a bold past and a bright future. Qualifications What you'll need to be our iBanker Specialist: Unselfish and approachable with a preference for detailed, skill-based work A patient, conscientious, relaxed, and cooperative team player Accommodating and analytical, while producing highly precise and accurate work Ability to multi-task and complete tasks efficiently Ability to effectively communicate with customers in a friendly manner, with active listening skills Ability to work in a fast-paced environment Ability to sit for long periods of time
    $30k-36k yearly est. 3d ago
  • Private Client Banker- North West Arkansas Market - AR

    JPMC

    Finance representative job in Springdale, AR

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-56k yearly est. Auto-Apply 60d+ ago
  • Student Financial Services Representative

    John Brown University 3.8company rating

    Finance representative job in Siloam Springs, AR

    Full-time position - Posted 11/12/2025 Customer-focused team member who plays a vital role in delivering day-to-day administration and exceptional service. Consistent interaction with students and families, ensuring positive experiences and efficient operations. Assists in guiding students and families through the financial aid, billing, and collections processes from the initial FAFSA application stage to the completion of the student's file. Role qualifications * Strong ability to create good will with staff, faculty, and students; servant attitude. * Ability to complete work within short deadline periods in a fast-paced environment with varied responsibility. * Effective communicator who conveys appropriate content and tone while maintaining confidentiality and regulatory compliance. * Commitment to the Articles of Faith, Mission, and Objectives of the University; and desires to be a role model for students by demonstrating an active Christian faith in personal example and in work related responsibilities. Position responsibilities * Communicates with Traditional, Online Undergraduate, and Graduate program students and parents both in-person and by telephone regarding FAFSA, financial aid, and financial account concerns. * Responds quickly and efficiently to customer needs or operational challenges. * Stays attentive to detail and quality standards while maintaining speed and productivity. * Maintains a positive, energetic attitude even during busy or stressful periods. * Oversee Colleague (electronic processing) of FAFSA associated with Colleague software, including the verification process according to federal guidelines. * Work with admissions counselors using Slate software to track incoming students from inquiry stage to accepted stage for financial aid purposes. * Reviews and processes FAFSAs * Prepare student files for awarding (creating offer letters) and disbursement of aid to student accounts. * Outside scholarship management * Oversee billing, deposit, refund, collections, and payment schedule processes for all students. * Perform borrower contact and other duties for administration of Perkins and JBU institution loan programs. * Responsible for learning and implementing federal financial aid and student account regulations as set by United States Department of Education. * Set objectives and accomplishes them without the need for frequent follow-up. * Perform other duties as assigned Essential skills and experience * Customer service oriented. * Positive countenance and consistent patience. * Adaptability and ability to learn quickly. * Excellent written and verbal communication skills. * Strong computer skills. * Effective organization, attention to detail, and accuracy. * Ability to receive constructive feedback. Preferred skills and experience: * One or more years of office experience with responsibility. * Knowledge and experience in account collections, financial customer service, or student financial aid processes. Education Bachelor's degree preferred. Physical demands and work environment * Physical demands: While performing the duties of this job, the employee is frequently required to walk; stand; sit; use hands; reach with hands and arms; balance; stoop; talk, and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. * Work environment: The noise level in the work environment is usually minimal. This is a safety Sensitive Position as defined by the Equal Employment Opportunity Commission (EEOC). This means that the employee's inability or impaired ability to perform job-related tasks could result in a direct threat to their safety and/or the safety of others. The employee is expected to adhere to all University policies. About JBU Information describing the university is available online. Apply To apply, please upload the following documents to the "Upload Your Documents" page: * Cover Letter * Your resume * A completed and signed staff employment application (Click Here to Access the Application) Only complete materials will be reviewed. Applicants selected for an interview will be contacted by the university. Contact information: Office of Human Resources John Brown University 2000 West University Street Siloam Springs, AR 72761 Phone: ************ e-mail: ************
    $23k-28k yearly est. Easy Apply 60d+ ago
  • Personal Banker - Eagle Mountain

    The Citizens Bank 3.7company rating

    Finance representative job in Batesville, AR

    Exciting opportunity alert! Join our team as a Personal Banker at The Citizens Bank in Batesville, AR at our Eagle Mountain Branch. As a Personal Banker, you will have the unique opportunity to work closely with our valued customers, helping them navigate their financial journey. This position is perfect for someone who thrives in a customer-centric environment and enjoys building meaningful relationships. As a Personal Banker, you will be at the forefront of providing exceptional service and financial solutions. From helping customers with cash transactions, debit cards, accounts, and more, you will be at the center of our People First mission. We believe in putting the customer first, and as a Personal Banker, you will play a vital role in delivering on that promise. This position is onsite, providing you with the opportunity to connect with customers face-to-face and make a real impact. Don't miss out on this exciting opportunity to join a dynamic team and contribute to the success of our customers and organization. Citizens Bank offers great benefits to full time associates including time off, medical, dental, vision, health savings accounts, flex spending accounts, life insurance, a competitive 401(k) plan, and more! Apply now! Hello, we're The Citizens Bank Citizens Bank was founded in 1953 by a group of business and civic leaders. Citizens Bank is a financial services organization that is committed to serving the needs of the communities it serves. Its progressive community banking model focuses on the delivery of exceptional customer service while employing advanced technology and products which allow its customers to have one bank to serve all their needs. The Bank takes pride in a heritage of independence that honors the vision of its founders and remains dedicated to the financial progress of the people it serves. With a mission statement of People First, we always strive to deliver an amazing customer experience and provide the best products and services possible by every member of the Citizens Bank team. Would you be a great Personal Banker? To excel in the role of Personal Banker at The Citizens Bank, certain skills are essential. First and foremost, you must have strong cash handling abilities to accurately and efficiently process transactions for our customers. Exceptional customer service skills are vital, as you will be the face of our organization, providing friendly and knowledgeable assistance to meet our customers' needs. Effective communication skills are a must, both in person and over the phone, as you will be interacting with customers and collaborating with colleagues on a daily basis. Being computer savvy is also important, as you will work with various software and tools to process transactions, access customer information, and provide efficient service. If you possess these skills and are ready to contribute to our customer-focused environment, apply today and become a part of our team at The Citizens Bank. Knowledge and skills required for the position are: Cash Handling Customer Service Strong Communication Skills Computer Savvy Citizens Bank is an Equal Opportunity Employer.
    $28k-33k yearly est. 1d ago
  • Financial Services Representative - State Farm Agent Team Member

    Lee Tuxhorn-State Farm Agent

    Finance representative job in Maumelle, AR

    Job DescriptionBenefits: Retirement Plan Matching Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - 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: 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.
    $27k-39k yearly est. 23d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Mike Watson-State Farm Agent

    Finance representative job in Hardy, AR

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Signing bonus Training & development Dental insurance Health insurance Vision insurance ROLE DESCRIPTION: Mike Watson - State Farm Agent is searching for a competitive Insurance Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. 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 each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred. Ability to effectively relate to a customer. Acquire Property & Casualty, Life, Accident and Health License
    $30k-39k yearly est. 8d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Alex Baldwin-State Farm Agent

    Finance representative job in Fayetteville, AR

    Job DescriptionBenefits: Health insurance Paid time off 401(k) matching Dental insurance Company parties Vision insurance ROLE DESCRIPTION: As an Insurance Account Representative - State Farm Agent Team Member for Alex Baldwin - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Assist management and Sales and Customer Care Agents with daily tasks and organization Greeting Customers in the office and answering several phone calls per day - phone etiquette is imperative. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Promote successful and long-lasting customer relationships. QUALIFICATIONS: Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Experience managing client relationships is preferred Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal, and listening Dedicated to customer service Property and Casualty license required - can be obtained within 30 days of hire. BENEFITS: Paid Time Off Salary plus commission/bonus Health Insurance with Dental and Vision options Growth potential/opportunities for advancement within my agency IRA matching
    $30k-39k yearly est. 27d ago
  • Financial Adviser

    Crown Financial Group 4.1company rating

    Finance representative job in Little Rock, AR

    Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Responsibilities Gather information to understand each clients overall financial situation and needs and create individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain up-to-date knowledge of the market and industry trends Qualifications Bachelors degree in finance or a related field Previous experience as a Financial Adviser or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Understanding of the markets financial data Ability to provide reliable, data-based financial advice Ability to explain complex financial information in simple terms Excellent negotiation, communication, and presentation skills
    $21k-32k yearly est. 27d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Jonathan Hooks-State Farm Agent

    Finance representative job in Rogers, AR

    Job DescriptionBenefits: On the job training Travel incentives Team-building activities, lunches and dinners Bonus based on performance Competitive salary Opportunity for advancement Training & development ROLE DESCRIPTION: Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? Jonathan Hooks - State Farm Agent is searching for an outgoing and customer-focused individual who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent and see what it is like to run a business and grow an agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. 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 each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience preferred Successful track record of meeting sales goals/quotas preferred Ability to effectively relate to a customer Self-motivated Detail oriented Property & Casualty license (Must be able to obtain) Life & Health license (Must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.
    $30k-39k yearly est. 26d ago

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