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  • Recent Graduate - Financial Services

    Farmers Insurance 4.4company rating

    Finance representative job in Washington, DC

    Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIcbd134***********2-39196359
    $24k-100k yearly 14d ago
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  • Relationship Banker - Arlington Market - Bilingual Spanish Required

    Bank of America Corporation 4.7company rating

    Finance representative job in Arlington, VA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Vietnamese or Spanish Preferred Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $27k-35k yearly est. 7d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance representative job in Arlington, VA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • Northwestern Mutual Financial Representative

    Northwestern Mutual-Frederick 4.5company rating

    Finance representative job in Frederick, MD

    Job Description We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we'll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation: $75,000 - $90,000 yearly Responsibilities: Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs Stay abreast of any changes in the financial industry that may impact the clients in your portfolio Create customized financial plans for each client based on their evolving financial needs Expand our prospective customer base and market our financial products through referrals Assess each client's financial information to make strategic product, plan, and investment Qualifications: Needs to have the ability to market and network with potential clients Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Eagerness to learn about the financial industry and our various offerings and products About Company Northwestern Mutual is ranked #109 on the Fortune 500 (2025) and has been helping individuals and businesses build lasting financial security for over 165 years. With nearly $700B in assets managed, $38B+ in annual revenue, and $2.4T of life insurance protection in force, we serve over five million clients with industry-leading insurance, investment, and financial planning solutions. We're also proud that 763 of our financial advisors were recognized on the 2025 Forbes America's Top Financial Security Professionals and Best-in-State list-reflecting the strength and credibility of the advisors who represent our firm. Our award-winning training and leadership development program supports 8,500+ advisors nationwide, combining expert mentorship, real-world practice support, and a modern digital experience so you can build a career that truly helps people plan for what matters most.
    $75k-90k yearly 27d ago
  • Financial Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Finance representative job in Derwood, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires bilingual Spanish^ Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM
    $36k-73k yearly est. 20d ago
  • Registered Representative - State Farm Agent Team Member

    Jose Herrera-State Farm Agent

    Finance representative job in Arlington, VA

    Job DescriptionBenefits: Retirement Savings Bonus based on performance Competitive salary Flexible schedule Free food & snacks Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farms wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm agency. RESPONSIBILITIES: Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. QUALIFICATIONS: SIE, Series 6 & 63 license or Series 7 and other relevant certifications. Strong knowledge of investment products and financial markets. Communication and customer service skills. Ability to build and maintain customers relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
    $43k-81k yearly est. 21d ago
  • Registered Representative - State Farm Team Member

    Alexander Brown-State Farm Agency

    Finance representative job in Columbia, MD

    Job Description We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future. We are unique as we have 3 locations across Maryland in Columbia, Catonsville and Pasadena. If you have experience in the Financial Services industry, I invite you to apply for the position in my office. Only candidates who meet the following criteria will be considered for this role: 1. Must have an active Series 65 or 7 License and other relevant certifications. 2. Must be able to make the commute to our agency location in Columbia, Catonsville OR Pasadena, MD. This is an in-office position. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. What we provide Base Salary plus Commission/Bonus Paid Time Off (Holiday, vacation and personal/sick days) Valuable experience Flexible Schedule 401K Matching Group Life Insurance Growth potential/Opportunity for advancement within my office Requirements Series 65 or 7 License Financial Services Experience Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Proficiency with financial software and tools High ethical standards and professionalism Self-motivated Ability to multi-task Ability to effectively relate to a customer 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.
    $42k-80k yearly est. 18d ago
  • Finance Intern

    China Unicom Americas Operations Limited 3.8company rating

    Finance representative job in Herndon, VA

    Job Description Finance Intern We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives. Key Responsibilities: Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records. Support the entry and verification of financial data, ensuring timely and accurate accounting. Organize and maintain financial documents, vouchers, and reports in accordance with company policies. Assist in the preliminary preparation and basic analysis of financial reports. Provide support for other administrative and transactional tasks as required by the finance team. Qualifications: Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline. Proficient in Microsoft Excel and other office software; experience with financial systems is a plus. Fluent in English and Mandarin Chinese. Strong attention to detail and a high sense of responsibility. Good communication skills and a collaborative team player. Quick learner with the ability to adapt to a fast-paced work environment. China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
    $30k-43k yearly est. 4d ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    Finance representative job in Bethesda, MD

    I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. 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. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe 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 InsuranceCompanies. 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.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
    $30k-54k yearly est. 14d ago
  • Financial Services Representative - State Farm Agent Team Member

    Isabel Thao Nguyen-State Farm Agent

    Finance representative job in Fairfax, VA

    Job DescriptionBenefits: Life Insurance Bonus based on performance Opportunity for advancement Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Financial Advisor with Isabel Nguyen State Farm 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. Active SIE, Series 6, Series 63 and Series 65. WHAT WE OFFER: Base salary + commission An existing book of business In-person role with strong growth potential Supportive team and positive work environment If you're passionate about helping clients with their financial planning, we want to meet you!
    $28k-51k yearly est. 24d ago
  • Cloud Services Financial Specialist

    Steampunk

    Finance representative job in McLean, VA

    We are seeking a Financial Specialist who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation. The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment. Contributions Key Responsibilities: Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments. Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources. Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts. Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes. Monitor cloud spending and usage, and provide regular reporting and analysis. Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders. Stay current on policy updates, cost allocation rules, and credit usage guidelines. Support audit requests, internal reviews, and data calls related to cloud financial management. Contribute to continuous process improvement and financial compliance efforts. Qualifications Bachelor's degree 3+ years of experience in financial analysis, billing, cost accounting, or grants management. Understanding of federal grant funding mechanisms and internal funding processes. Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes. Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. Proficiency in Microsoft Excel and financial reporting tools. Experience with Microsoft business analytics tools, such as Power BI Familiarity with federal research administration or academic research environments. Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs. Experience with grants management systems (e.g., eRA Commons). Experience with acquisitions and contracts management. Strong attention to detail, analytical, and organizational skills. Excellent written and verbal communication abilities. Ability to obtain and maintain a Public Trust clearance. This position requires onsite three (3) days per week in Bethesda, MD. About steampunk Identity Statement As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************* We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program. We can recommend jobs specifically for you! Click here to get started.
    $38k-70k yearly est. Auto-Apply 18d ago
  • Resume Bank

    House Majority Pac

    Finance representative job in Washington, DC

    Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $33k-74k yearly est. 29d ago
  • Financial Services Representative State Farm Agent Team Member

    Anh Nguyen-State Farm Agent

    Finance representative job in Alexandria, VA

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
    $28k-51k yearly est. 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kathy Schultze-State Farm Agent

    Finance representative job in Frederick, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm Location: Frederick, PA Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers. Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers to ensure satisfaction. Provide prompt, accurate, and friendly customer service. Maintain a strong work ethic with a commitment to success each day. Participate in training and development programs to enhance sales skills and product knowledge. Requirements: Sales experience preferred; willing to train the right candidate. Excellent communication, interpersonal, and negotiation skills. Self-motivated and goal-oriented with a strong drive to succeed. Ability to work in a team environment. Desire to learn about insurance products and services. Must be eligible to obtain insurance licenses (we will assist with licensing process). Benefits: Competitive base salary plus commission and bonus potential. Comprehensive training and development programs. Health benefits package and retirement options. Paid time off and holidays. Opportunity for career advancement into agency ownership. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals. Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace. About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
    $30k-54k yearly est. 4d ago
  • 183 - Financial Solutions - College Intern

    First United Corporation 4.6company rating

    Finance representative job in Frederick, MD

    College Interns: 401(k) eligible on the first day of the month following 30 days of employment with employer match available. is an hourly position eligible for overtime. Hourly Range Minimum: $15.00 Maximum: $22.12
    $15-22.1 hourly 60d+ ago
  • PM Hotel Group | Summer 2026 Finance Intern | Support Center

    PM New 2.8company rating

    Finance representative job in Chevy Chase Village, MD

    The Finance Intern will join the Support Center for a structured 9‑week program focused on FP&A, hotel accounting fundamentals, performance analysis, capital planning, and internal controls. You'll contribute to monthly reporting, build analytical tools, and deliver a capstone project that improves visibility or efficiency for hotel leaders. You'll gain hands‑on experience with hospitality metrics (Occupancy, ADR, RevPAR, TRevPAR, GOP, NOI), see how property‑level results roll up to portfolio performance, and develop practical skills you can use in any finance role. Key Responsibilities 📈 Financial Planning & Analysis (FP&A) Assist with weekly/monthly performance dashboards (rooms, F+B, ancillary revenue) and commentary. Support forecast updates and budget variance analysis; identify drivers and risk/opportunity. Build simple models to evaluate scenario changes (rate, mix, labor, COGS) and margin impact. 🧾 Hotel Accounting & Month‑End Close Help compile P&L packages: revenue recognition checks, accruals, reconciliations, and flux analysis. Assist with trial balance tie‑outs, journal entries (under supervision), and balance sheet reviews. Participate in 30/60/90 reporting cadence-learning close timelines and deliverable standards. 💵 Cash, Cost & Controls Support cash flow tracking, AP/AR follow‑ups, and vendor aging reviews. Contribute to labor and prime cost analysis (labor, COGS, controllables) with property teams. Help refresh SOPs/checklists for internal controls, audits, and documentation hygiene. 🏨 Operations & Revenue Analytics Partner with Revenue Management to analyze rate strategy, mix shifts, and pace vs. pickup. Review daily sales reports and KPI trends; flag outliers and propose action steps. Conduct margin and contribution analysis on F+B or ancillary programs. 🧰 Tools, Data & Reporting Build or refine Excel/Sheets templates for property managers (daily flash, labor tracker, inventory). Create clear, visual reporting aids that make complex data understandable for non‑finance leaders. Document processes for repeatable, scalable use by hotel and Support Center teams. Who You Are Pursuing a degree in Hospitality, Real Estate, or Finance Passionate about guest experience, service culture, and brand storytelling. A clear communicator - visually and verbally - with strong organizational skills. Comfortable turning insights into practical tools for frontline teams. Preferred: Experience with training content, reputation platforms, or brand standards. What You'll Gain Mentorship from seasoned leaders and collaboration with property teams. A polished capstone deliverable-ready for your portfolio and resume. Practical skills in training design, insights storytelling, and operational alignment. A pathway to roles in guest experience, quality assurance, brand strategy, or training. Internship Details Program Length: 9 weeks Dates: June 1 - July 30, 2026 Location: PM Hotel Group Support Center (Chevy Chase, MD.) Format: Hybrid (Onsite + Occasional Remote Days; select property visits may occur) Hours: Full‑time | 35-40 hours per week Compensation: Competitive hourly rate Reports to: Finance Mentor (designated program lead)
    $29k-35k yearly est. 3d ago
  • 2026 Cycle Talent Bank

    DCCC 3.4company rating

    Finance representative job in Washington, DC

    Department: Various The Democratic Congressional Campaign Committee (DCCC) is the official national Democratic campaign committee charged with electing Democrats to the U. S. House of Representatives. The DCCC recruits Democratic candidates and supports Democratic campaigns - both challengers and Democratic incumbent Members - with a variety of services including field operations, fundraising support, communications assistance, digital strategy, research support and management consulting. The DCCC is supported by the contributions of individuals and organizations, along with Democratic Members, from throughout the country. We look for talented and hard-working professionals who are committed to electing Democrats and winning the House majority. Due to the cyclic nature of our organization, all positions are subject to separation at the end of the election cycle. Position Summary: Are you interested in working at the DCCC for the 2026 election cycle but you don't see a job posting or department talent bank that matches your background or interest? Submit an application here and we'll have your information on hand for future openings! Requirements Commitment to the election of Democrats in the U.S. House of Representatives; Desire to work in a fast-paced environment and ability to practice discretion; Strong political judgment and problem-solving abilities; Familiarity with Democratic political actors and landscape a plus; Draws from team members' strengths, empowering them to maximize their talents; contributes where needed to achieve and exceed goals; mentors and guides colleagues with regular feedback and recognition; clearly lays out vision and expectations to the team; Proactively fosters an inclusive atmosphere and commitment to diversity, equity and inclusion; Ability to demonstrate multicultural competence - the awareness, knowledge and skills needed to work with others who are culturally different from self in meaningful, relevant and productive ways; Personal and professional commitment to promoting and investing in cross-cultural skills and awareness related to individuals from broad backgrounds, races, ethnicities, religions, gender, sexual orientation, gender identity and disability; Proven interpersonal, communication, and collaboration skills with the ability to build relationships with staff at all levels Why You Should Work Here: We recognize and reward hard work Learn, develop, and hone professional skills related to running and operating multi-dimensional political campaigns and the operating systems that support the campaigns. Experience working with the largest Democratic battlefield, containing numerous highly competitive campaigns in diverse districts across the nation. Opportunities to expand your network and engage with policy makers, political candidates, Democratic Party leaders and a diverse team of professionals and colleagues. Gain experience in cross-team interaction and exposure to other functions and departments within the DCCC. Equity and inclusion are actively integrated into decisions made at Senior Team and Department levels regarding hiring, contracting, and political strategy Benefits: Medical, dental, and vision plans with premiums fully paid for by DCCC Accidental Death and Dismemberment (AD&D) and Life Insurance fully paid for by DCCC More than 25 days of paid time off (which includes federal holidays, time off around the holidays, vacation, and sick days) Paid parental leave Fertility and growing family support with $10,000 subsidiary paid by DCCC Pet Insurance Discount Up to 6% retirement employer match contribution Long-term Disability fully paid for by DCCC Monthly mobile phone stipend Monthly metro benefits (for employees located in the DC metro area only) Gym Access (for employees located in the DC metro area only) Capital Bikeshare Discount (for employees located in the DC metro area only) Employee Assistance Program Employee Resource Groups Diversity Mission Statement: The diversity mission of DCCC is for DCCC to reflect the diversity of the country, which strengthens the core mission of electing House Democrats. To that end, DCCC strives to create an inclusive environment that cultivates and supports diversity at every organizational level, including its staff, candidates, vendors, and contractors. Equal Opportunity/Diversity Policy: DCCC prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of race, color, ancestry, national origin, gender, sexual orientation, sex (including marital and parental status), religion, age, disability, actual or perceived gender identity or expression, weight, personal appearance, family responsibilities, genetic information, economic status, genetic information, veteran's status, or any other basis prohibited by applicable law. DCCC is an equal opportunity employer and will comply with all applicable laws prohibiting discrimination in employment.
    $34k-55k yearly est. 60d+ ago
  • Relationship Banker - Arlington Market - Bilingual Spanish Required

    Bank of America 4.7company rating

    Finance representative job in Alexandria, VA

    Arlington, Virginia;Arlington, Virginia; Alexandria, Virginia; Arlington, Virginia; Washington, District of Columbia; Arlington, Virginia; Arlington, Virginia; Alexandria, Virginia; Falls Church, Virginia; Baileys Crossroads, Virginia; Alexandria, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $27k-35k yearly est. 6d ago
  • Financial Services Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Finance representative job in Kensington, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM
    $30k-54k yearly est. 3d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance representative job in Frederick, MD

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 3d ago

Learn more about finance representative jobs

How much does a finance representative earn in Ashburn, VA?

The average finance representative in Ashburn, VA earns between $25,000 and $95,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Ashburn, VA

$49,000

What are the biggest employers of Finance Representatives in Ashburn, VA?

The biggest employers of Finance Representatives in Ashburn, VA are:
  1. A T Chadwick Co Inc
  2. Robert Half
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