Finance Representative Jobs in Estero, FL

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Financial Advisor - Career Change Opportunity
Edward Jones 4.5
Finance Representative Job 16 miles from Estero
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$38.5k-100k yearly 8d ago
Associate Financial Representative
Modern Woodmen of America 4.5
Finance Representative Job 18 miles from Estero
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
$28k-37k yearly est. 13d ago
Personal Banker Vanderbilt
Wells Fargo Bank 4.6
Finance Representative Job 20 miles from Estero
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 2470 Vanderbilt Beach Road Ext NAPLES, FL 34109 Posting End Date: 15 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-36k yearly est. 60d+ ago
Design Sales Representative
3 Day Blinds 4.7
Finance Representative Job 18 miles from Estero
3 Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. We are proud to be part of the Hunter Douglas family of brands. Over the last 40 years we've successfully helped transform our clients' homes and workplaces by offering a wide variety of products that add beauty and comfort to every space. It takes a talented group of individuals to do what we do, and we do it together as One Team. We strive to create a culture of learning and opportunity, and most importantly, an environment where you can feel passionate and connected to your work every day. We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world. What's yours? In this role, you'll spend your days making the homes and workspaces of our clients more beautiful, functional, and comfortable by servicing the qualified leads that our award-winning marketing team generates. Everyone in the company is committed to your success, and your District leadership and field support team will work closely with you to help you reach your sales objectives, so you can take full advantage of our generous compensation plan. We also provide you with state-of-the-art training, tools, and resources to support your success. Our product offerings are kept fresh and current to ensure you can expertly meet your client's preferences and unique buying needs. We are committed to providing our clients with a seamless purchasing experience that is backed by our industry-leading warranty and outstanding client care services, so you can feel confident and proud in your Design Consultant role with 3 Day Blinds. We are pleased to offer you a sign-on bonus of $8,000. This bonus will be paid in three payments. The first $2,000 on your regularly scheduled pay date after 30 days of active employment with the Company. The second $2,000 on your regularly scheduled pay date after 60 days of active employment. The third payment of $4,000 on your regularly scheduled pay date after 180 days of active employment. What you'll do Expertly match our products and services to client's needs Successfully close appointments by demonstrating our unique Value Proposition, and by building trust and credibility Properly execute all systems and procedures to ensure client satisfaction, and to avoid order errors that adversely affect the company's bottom line and positive reputation Measure, record, and configure specifications accurately and efficiently Provide high- level client service and follow up in a friendly, professional and timely manner for both internal and external clients Be flexible to the needs of the business, including appointment scheduling, time off requests, attending team meetings and training Live our Core Values of Integrity, One Team, Excellence, Superior Client Experience and Passion, to Delight our Customers Understand and execute Company operating policies and procedures as outlined in Team Handbook and other related communications Who you are Critical thinking and problem solving skills Quick learner who is adaptable, self-reliant, resourceful and handles competing priorities Understands and carries out oral and written instructions, and requests clarification when needed Expresses thoughts, ideas, concerns in a positive, respectful and productive manner Works independently, but also functions well as part of a team High school degree or equivalent is required. Some college work is preferred Availability to work full-time five days per week, one being a weekend day Proficiency with using a PC and with Microsoft Windows based programs Ability to quickly learn and follow new technology processes and systems Can drive within canvassing areas and also accommodate longer drive times to meet the needs of clients outside of assigned area Reliable transportation, a valid driver's license and proof of insurance Can lift & carry up to 20 pounds 2-5 years relationship selling experience within either: In- home or outside sales, preferably in specialty or custom product/services Retail environment - ideally in like field such as Home Décor/Furnishings Education or experience in Design and Decor preferred Experience with POS Systems preferred What's in it for you? As a Design Consultant with 3 Day Blinds, you can join our growing sales team with confidence! We offer a generous uncapped compensation plan and bi-weekly draw while you ramp up your expertise. You will be provided with quality company generated appointments, and are greatly rewarded for self-generated appointments as part of our lucrative monthly bonus plan. Design Consultants at 3 Day Blinds are earning a nationwide average of $94,000 annually in commission and bonus after a year with the company! The District Sales Manager can speak more directly to you about the territory's historical earning potential, but the biggest variable in the equation will be you . You'll receive 4-weeks of paid, world class training and be provided with state of the art tools, including a laptop, smartphone, product samples, and other resources necessary for your success - at no cost to you! We also provide mileage reimbursement. You'll receive a competitive benefits package including medical, dental, vision, time off with pay, and a 401(k) plan with a degree of employer matching. We provide short-term and long-term disability benefits at no cost to you! In addition, we offer company-paid life and accidental death and dismemberment insurance with opportunities to elect additional voluntary insurance plans as well. We offer eligible employees six weeks of paid parental leave to bond with a child following birth, adoption, or foster placement. Enjoy amazing discounts on our 3 Day Blinds products as well as access to various other exclusive discounts! Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate's education, experience, skills and potential. Hunter Douglas is an Equal Opportunity Employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.
$25k-37k yearly est. 14d ago
Banker II | Cape Coral
Busey Bank 4.5
Finance Representative Job 18 miles from Estero
As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customer's financial wellbeing. Come grow your career at Busey! Duties & Responsibilities Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits as well as basic math functions. Ability to: Accurately count money Explain products and services to current and potential customers Perform duties and make decisions under frequent time pressures Learn to operate basic office equipment and banking systems Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. #BBHP Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
$63k-98k yearly est. 9d ago
Financial Representative / Advisor
Fort Myers 3.8
Finance Representative Job 18 miles from Estero
Are you ready to be part of an elite team? Modern Woodmen of America presents a great financial services sales opportunity for the right person. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success in financial and insurance sales. We're looking for a producer who wants to build a business for themselves, not by themselves. Our mission is to improve our members' quality of life, while continuing to grow in size and strength. Our financial services representatives fulfill this mission by: Playing a vital role in helping families realize their financial dreams. Having the tools, financial resources and local and home office support to serve the family and small-business market. Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs. Positively impacting families and communities through our volunteer and member involvement programs. Average first-year income of a successful new Modern Woodmen Financial sales representative:** $53,755 **Career Development Award qualifier, based on 2013 earnings. As a Modern Woodmen of America leader you'll earn these valuable benefits: Group health and dental benefits Matching 401(k) plan Noncontributory retirement plan Group term life insurance Group disability insurance Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, ************. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer. Posted by Southwest Florida Regional Office ************. Please apply for immediate consideration.
$53.8k yearly 60d+ ago
Automotive Dealership BDC Rep
Coconut Point Ford
Finance Representative Job In Estero, FL
Benefits: 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Opportunity for advancement Training & development About Us: Family-owned automotive dealership dedicated to providing exceptional customer service and top-quality vehicles to our community. We pride ourselves on our commitment to excellence and innovation in the automotive industry. Job Description: We are seeking a motivated and customer-focused Automotive Dealership BDC Rep to join our team. In this role, you will be responsible for generating and managing leads, scheduling appointments, and providing outstanding customer service to prospective car buyers. Responsibilities: Handle inbound and outbound calls, emails, and other forms of communication to generate leads and qualify prospects. Provide accurate information about our vehicles, pricing, and promotions to potential customers. Schedule appointments for test drives and vehicle purchases with qualified leads. Follow up with customers to ensure satisfaction and address any questions or concerns. Maintain a thorough understanding of our inventory and dealership offerings. Collaborate with the sales team to ensure a seamless customer experience from lead generation to vehicle delivery. Utilize CRM software to track leads, manage customer information, and generate reports. Meet or exceed monthly sales targets and performance metrics. Requirements: Previous experience in a customer service or sales role is a plus. Excellent communication skills, both verbal and written. Strong interpersonal skills and the ability to build rapport with customers. Proficiency with CRM software and other computer applications. High school diploma or equivalent; additional education or training in sales or customer service is a plus. A valid driver's license and a clean driving record. Benefits: Competitive salary and commission structure. Health insurance and other benefits are available. Opportunities for career growth and advancement within our dealership. Ongoing training and support to help you succeed in your role. How to Apply: If you are a passionate and driven individual with a desire to succeed in the automotive industry, we want to hear from you! Please submit your resume and a brief cover letter outlining your qualifications and why you would be a great fit for this position. Equal opportunity employer and welcomes applicants from diverse backgrounds. Coconut Point Ford is a drug free work place. Applicants must submit to a pre-employment drug screening and background check.
$25k-40k yearly est. 60d+ ago
Financial Service Representative II
First Foundation Inc. 4.6
Finance Representative Job 20 miles from Estero
Summary: This position is responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. The position requires a thorough understanding of various client needs, and transactions, effective communication skills and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions professionally, efficiently, friendly, and accurately. Duties and Responsibilities: * Working knowledge and understanding of all bank products and services * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting established production and profitability goals of the branch * Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client's financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refers client opportunities to internal and external sales partners to meet client financial needs * Provides ongoing relationship servicing with existing clients * Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Responds to clients' inquiries and requests regarding accounts * Works closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc. * Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc. * Notary Commission - serve as one of the branch team Notaries * Regular and consistent attendance required * Perform other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School Diploma or equivalent required; Associate/Bachelor's Degree preferred * Minimum of 3 to 5 years of financial service industry experience required Skills / Qualifications: * Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community * Working knowledge and understanding of all bank products and services required * General Mathematics and Accounting * Must be able to assess any given situation, make decisions, and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposits and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Sales/Client Service, Lobby Management Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
$25k-37k yearly est. 42d ago
Patient Financial Services Specialist
Radiology Regional 3.7
Finance Representative Job 13 miles from Estero
Full-time Description Now Hiring - Patient Financial Services Specialist Radiology Regional is one of the largest physician-driven diagnostic imaging providers, with 13 imaging centers, in Southwest Florida. We are seeking a dynamic person with a passion to care for others in the communities we serve. For over 50 years we have earned trust and confidence because of their patient care experience. Job Summary: Under the supervision of the Patient Financial Services Manager, the Patient Financial Services Specialist performs those duties directly involving obtaining insurance eligibility, exam prior- authorization, and time-of-service (TOS) estimations.?Utilize various office procedures, software, access payer portals and use of IVR phone system, related to verification, authorization, and TOS, in radiology industry. Provide services with attention to detail and with guest services being the primary objective. Perform other related duties within job classification or organization as necessary or as assigned by management. Verify and assess patient's eligibility for benefits involving health insurance coverage. Obtain prior authorizations promptly for both scheduled and unscheduled medical procedures to ensure proper reimbursement for imaging services. Obtain and provide Good Faith time-of-service estimations to patients, detailing the cost associated with their procedures. Coordinate information from the patient (when necessary), other office staff, clinical staff, and physician as needed to complete the verification/prior authorization process. Maintain confidentiality of all patient information, records, including patient care information according to HIPAA guidelines. Engage in financial conversations with patients, explaining procedure details, benefits, and the Good Faith estimate of out-of-pocket expenses. Accurately identify procedure codes (CPT codes) to calculate the patient's financial obligation. Identify patient co-pay, coinsurance, and deductible information due at the time of service. Verify in-network and out-of-network insurance coverage and benefits utilizing all available verification and eligibility tools including fax, phone calls, and insurance carrier web portals. Contact insurance companies to obtain authorizations for medical procedures. In addition to a collaborative work environment, we offer a generous compensation package: Competitive medical, dental and vision benefits plans Life and long-term disability insurance Three weeks paid time off 401k with a generous company contribution Six paid holidays Imaging services for employees and immediate household And much more! Requirements Knowledge & Skill Requirements Operating standard office equipment like computers, copiers, phones, and calculators. Analytical skills to navigate and interpret basic to complex information; determine methods of appropriate procedures of obtaining eligibility, authorizations, and estimations. Skills to interpret and communicate regarding medical insurance coverage and information. Ability to successfully complete generic and department-specific skills. Background/experience with personal computers and software related to medical billing operations. Medical and insurance terminology knowledge. Excellent verbal and written communication skills. Proficient in Microsoft Word, Excel, Outlook. Minimum Qualifications: Required: High School Diploma or GED Required: Minimum six-months experience practical medical and/or eligibility, authorizations experience. Required: Computer and phone experience. Recommended: Customer service experience; radiology industry experience a plus. Radiology Regional is an Equal Opportunity Employer
$36k-53k yearly est. 46d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance Representative Job 13 miles from Estero
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 33d ago
Financial Service Representative
Momentum Financial Services Group
Finance Representative Job 43 miles from Estero
* Full-time ** If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. **What we offer:** * Market competitive hourly pay rates * Earn a percentage of the store's profits for exceeding company targets **Other benefits include:** * Comprehensive medical/dental benefits * Paid Time Off * 401K with company match * Tuition assistance * Career development **Job Description** **During a typical day, you will:** * Deliver results on store profitability goals * Provide a quality customer sales experience through efficient execution of all customer transactions * Determine customers' needs and provide them with solutions that satisfy those needs * Handle cash and accurately enter transactions into the system * Contact customers over the phone with past due balances and negotiate payment terms and schedules * Complete all documentation accurately * Follow safety, security, and compliance requirements **Qualifications** **Successful candidates will:** * Be sales driven * Have a minimum of one year of financial services and or sales experience * Have a passion for customer service * Have previous cash-handling experience * Have a high school diploma or equivalent **Additional Information** * Momentum Financial Services Group is a top financial services provider in North America * Over 400 retail locations * We offer access to cash and related financial products to help customers achieve their financial goals * We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store **We value:** * Employees who are committed to continuously improving their performance and achieving new levels of success * Recognizing our employees for their achievements and developing them to be future leaders * Diversity is an essential element for the success of our business * Giving back to our local communities through annual contributions to charities and non-profit organizations **Next Steps:** * Apply now to be considered for this opportunity! #retail #SJ **Other jobs at Momentum Financial Services Group** * Longueuil, Canada * Brossard, Canada * Greenwood, Canada + Momentum Financial Services Group + Fort Myers, FL + Momentum Financial Services Group + Langley, Canada Financial Service Representative * Port Charlotte, FL, USA * Full-time
$26k-40k yearly est. 26d ago
Associate Financial Representative
Modern Woodmen of America 4.5
Finance Representative Job 37 miles from Estero
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
$28k-37k yearly est. 8d ago
Financial Advisor - Career Change Opportunity
Edward Jones 4.5
Finance Representative Job 17 miles from Estero
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$38.5k-100k yearly 55d ago
Bilingual Spanish Personal Banker Kings Highway
Wells Fargo Bank 4.6
Finance Representative Job 43 miles from Estero
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 345 Kings Hwy PORT CHARLOTTE, FL 33983 Posting End Date: 15 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-36k yearly est. 60d+ ago
Financial Representative / Advisor
Fort Myers 3.8
Finance Representative Job 24 miles from Estero
Are you ready to be part of an elite team? Modern Woodmen of America presents a great financial services sales opportunity for the right person. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success in financial and insurance sales. We're looking for a producer who wants to build a business for themselves, not by themselves. Our mission is to improve our members' quality of life, while continuing to grow in size and strength. Our financial services representatives fulfill this mission by: Playing a vital role in helping families realize their financial dreams. Having the tools, financial resources and local and home office support to serve the family and small-business market. Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs. Positively impacting families and communities through our volunteer and member involvement programs. Average first-year income of a successful new Modern Woodmen Financial sales representative:** $53,755 **Career Development Award qualifier, based on 2013 earnings. As a Modern Woodmen of America leader you'll earn these valuable benefits: Group health and dental benefits Matching 401(k) plan Noncontributory retirement plan Group term life insurance Group disability insurance Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, ************. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer. Posted by Southwest Florida Regional Office ************. Please apply for immediate consideration.
$53.8k yearly 60d+ ago
Banker II | Summerlin
First Busey Corp 4.5
Finance Representative Job 13 miles from Estero
**Come Work With Us!** Banker II | Summerlin page is loaded **Banker II | Summerlin** **Banker II | Summerlin** remote type In Office locations Fort Myers, FL - 7980 Summerlin Lakes Dr. time type Full time posted on Posted 23 Days Ago job requisition id JR100579 As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers financial wellbeing. Come grow your career at Busey!*****Duties & Responsibilities***** * Identify customers' and non-customers' financial needs and sell all appropriate products and services. * Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. * Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. * Assist with Teller duties on an as needed basis. *****Education & Experience***** **Knowledge of:** * Strong sales and customer service skills * Strong interpersonal communication skills * Bank compliance, security, and operational policies * Possess knowledge of all bank products, features, benefits as well as basic math functions. **Ability to:** * Accurately count money * Explain products and services to current and potential customers * Perform duties and make decisions under frequent time pressures * Learn to operate basic office equipment and banking systems * Stand for extended periods of time * Lift 50 pounds **Education and Training:** * Requires a High School diploma. * Requires previous banking and/or sales experience. * Cash handling experience (preferred) * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Universal Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Universal Banker must immediately attain active registration upon employment. Universal Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including term * Requires knowledge of Microsoft Office. #BBHP ***Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.***
$63k-98k yearly est. 26d ago
Patient Financial Services Specialist
Radiology Regional Center 3.7
Finance Representative Job 13 miles from Estero
Now Hiring - Patient Financial Services Specialist Radiology Regional is one of the largest physician-driven diagnostic imaging providers, with 13 imaging centers, in Southwest Florida. We are seeking a dynamic person with a passion to care for others in the communities we serve. For over 50 years we have earned trust and confidence because of their patient care experience. Job Summary: Under the supervision of the Patient Financial Services Manager, the Patient Financial Services Specialist performs those duties directly involving obtaining insurance eligibility, exam prior- authorization, and time-of-service (TOS) estimations.?Utilize various office procedures, software, access payer portals and use of IVR phone system, related to verification, authorization, and TOS, in radiology industry. Provide services with attention to detail and with guest services being the primary objective. Perform other related duties within job classification or organization as necessary or as assigned by management. * Verify and assess patient's eligibility for benefits involving health insurance coverage. * Obtain prior authorizations promptly for both scheduled and unscheduled medical procedures to ensure proper reimbursement for imaging services. * Obtain and provide Good Faith time-of-service estimations to patients, detailing the cost associated with their procedures. * Coordinate information from the patient (when necessary), other office staff, clinical staff, and physician as needed to complete the verification/prior authorization process. * Maintain confidentiality of all patient information, records, including patient care information according to HIPAA guidelines. * Engage in financial conversations with patients, explaining procedure details, benefits, and the Good Faith estimate of out-of-pocket expenses. * Accurately identify procedure codes (CPT codes) to calculate the patient's financial obligation. * Identify patient co-pay, coinsurance, and deductible information due at the time of service. * Verify in-network and out-of-network insurance coverage and benefits utilizing all available verification and eligibility tools including fax, phone calls, and insurance carrier web portals. * Contact insurance companies to obtain authorizations for medical procedures. In addition to a collaborative work environment, we offer a generous compensation package: * Competitive medical, dental and vision benefits plans * Life and long-term disability insurance * Three weeks paid time off * 401k with a generous company contribution * Six paid holidays * Imaging services for employees and immediate household * And much more! Requirements Knowledge & Skill Requirements * Operating standard office equipment like computers, copiers, phones, and calculators. * Analytical skills to navigate and interpret basic to complex information; determine methods of appropriate procedures of obtaining eligibility, authorizations, and estimations. * Skills to interpret and communicate regarding medical insurance coverage and information. * Ability to successfully complete generic and department-specific skills. * Background/experience with personal computers and software related to medical billing operations. * Medical and insurance terminology knowledge. * Excellent verbal and written communication skills. * Proficient in Microsoft Word, Excel, Outlook. Minimum Qualifications: * Required: High School Diploma or GED * Required: Minimum six-months experience practical medical and/or eligibility, authorizations experience. * Required: Computer and phone experience. * Recommended: Customer service experience; radiology industry experience a plus. Radiology Regional is an Equal Opportunity Employer
$36k-53k yearly est. 53d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance Representative Job 20 miles from Estero
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 34d ago
Associate Financial Representative
Modern Woodmen of America 4.5
Finance Representative Job 16 miles from Estero
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
$28k-37k yearly est. 8d ago
Financial Representative / Advisor
Fort Myers 3.8
Finance Representative Job 16 miles from Estero
Are you ready to be part of an elite team? Modern Woodmen of America presents a great financial services sales opportunity for the right person. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success in financial and insurance sales. We're looking for a producer who wants to build a business for themselves, not by themselves. Our mission is to improve our members' quality of life, while continuing to grow in size and strength. Our financial services representatives fulfill this mission by: Playing a vital role in helping families realize their financial dreams. Having the tools, financial resources and local and home office support to serve the family and small-business market. Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs. Positively impacting families and communities through our volunteer and member involvement programs. Average first-year income of a successful new Modern Woodmen Financial sales representative:** $53,755 **Career Development Award qualifier, based on 2013 earnings. As a Modern Woodmen of America leader you'll earn these valuable benefits: Group health and dental benefits Matching 401(k) plan Noncontributory retirement plan Group term life insurance Group disability insurance Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, ************. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer. Posted by Southwest Florida Regional Office ************. Please apply for immediate consideration.
$53.8k yearly 60d+ ago

Learn More About Finance Representative Jobs

How much does a Finance Representative earn in Estero, FL?

The average finance representative in Estero, FL earns between $21,000 and $70,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average Finance Representative Salary In Estero, FL

$39,000

$21,00010%

$39,000Median

$70,00090%

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How much does a Finance Representative earn in Estero, FL?