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Finance representative jobs in Scranton, PA

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  • Financial Services Professional

    Vista Wealth Solutions

    Finance representative job in Moosic, PA

    Suppose you're interested in a career that's different from a typical office job. In that case, that provides flexibility rather than punching a time clock, and that clearly aligns your daily efforts with benefits and value. A career as a Financial Services Professional may be a good fit for you. You'll hit the ground running with a clear view of where you want to go - and we'll show you how to get there. What will I be doing? As a Financial Services Professional, you'll get to help people navigate challenges like preparing for retirement, saving for college, and more. You'll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following: · Comprehensive training and development programs · Mentorship program with seasoned advisors · Diverse network of experienced advisors · Dynamic marketing support and services · World-class product solutions · Leading-edge technology · Road map for success Are there growth opportunities? Absolutely! Whether you choose to be a Generalist or a Specialist, a member of Management, or join a Team, the scope of your practice is only limited by your ambition. You can truly build your business your way. What are the requirements? We're looking for people who have a track record of success and share our core values: · Accountability: Take ownership of outcomes by finding solutions, not excuses. · Ambition: Strive for excellence, even when excellence resides outside our comfort zone. · Coachability: Receive all feedback as a gift. · Integrity: Honor commitments to our clients, ourselves, and team members. To qualify, you must be a U.S. citizen or permanent resident and able to obtain the required licenses and registrations. How's the pay? Your income potential is only as limited as your ambition. You can earn competitive commissions, incentives, and bonuses. Generally speaking, you'll even receive compensation for servicing your existing customers whose business stays on the books. This is called renewal commission, which can be crucial in building revenue streams that complement your new client's business. CLICK HERE to learn more. What about benefits? We must offer an outstanding array of benefits to recruit and retain top talent. Benefits available to eligible Financial Services Representatives include: · Medical coverage plus Dental and Vision · Life and Accidental Death and Dismemberment · Short- & Long-Term Disability · Health Spending Accounts (HSA) · Total Retirement Savings Program ( 401(k) and non-qualified thrift plan) · Top Producer Incentives · Adoption Assistance About Vista Wealth Solutions At Vista Wealth Solutions, we believe in Supported Independence-the freedom to serve clients your way, backed by proven systems, advanced technology, and the guidance of experienced professionals. This balance of autonomy and support helps you streamline operations, enhance efficiency, and achieve lasting success-while helping your clients reach their goals with confidence. We help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person's goals. With a network of more than 25 offices serving over 100,000 clients, Vista Wealth Solutions supports individuals, families, and business owners across the United States. Contact us today to learn how you can #BeExtraordinary with Vista Wealth Solutions! * Eligibility applies only to those Financial Services Representatives who hold a full-time career contract (x4x) with MassMutual. Eligibility for subsidized benefits, before-tax coverage, company thrift match, and the non-qualified thrift plan are based on meeting certain contract requirements. Benefit provisions are subject to modification or termination. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 201 King of Prussia Road, Suite 501, Radnor, PA 19087. ************. Vista Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
    $44k-78k yearly est. 60d+ ago
  • Experienced Automotive Finance & Insurance Professional

    Toyota of Hollywood 4.3company rating

    Finance representative job in Scranton, PA

    Accelerate Your Career as an Automotive Finance & Insurance Pro! Join Toyota of Scranton Winning Team! Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU! At Toyota of Scranton, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat. Why Choose Toyota of Scranton? Unmatched Earning Potential: Your hard work will be rewarded! Comprehensive Benefits Package: Health, dental, and vision insurance. Company-paid disability insurance and life insurance. Supplemental insurance options. Wellness Perks: Gym reimbursement to keep you feeling your best. Continuous Growth: Ongoing training and support to help you excel. What Makes Us Stand Out? We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do: Honesty: Trust is our foundation - we do what's right every time. Helping Others: Empathy and teamwork are at the heart of who we are. Excellence: We're not just good; we're committed to being the BEST. Community Impact: We give back to the community that supports us. Your Role as a Finance & Insurance Pro: You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include: Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner. Developing and maintaining relationships with finance sources to secure the best deals. Handling all federal, state, and dealer paperwork with accuracy. Guiding customers through manufacturer and dealership policies for a stress-free experience. Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards. What You Bring to the Table: Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate! Education: High school diploma or GED required. Skills: Exceptional communication, customer service, and professionalism. Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment. Licenses: Valid driver's and sales licenses required. Ready to Join the Best? Apply Today! At Toyota of Scranton, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away! We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
    $48k-88k yearly est. Auto-Apply 60d+ ago
  • Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, 6-Figures

    United Placement Group

    Finance representative job in Scranton, PA

    Job Description Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, Six-Figure Potential Ready to stop grinding for leads and start focusing on high-value client conversations? Join an exclusive team of experienced Financial Advisors serving the retirement and annuity market with full back-office support and 10-12 pre-set, qualified appointments every week. What You Get Pre-scheduled, senior-market appointments in your state (no cold calling) Dedicated appointment setter and case manager for scheduling, planning, and paperwork Strong six-figure income potential with a results-driven commission model Access to a broad range of top-tier annuity and retirement products Freedom to manage your schedule while maintaining a consistent flow of business What You Bring Active Health & Life insurance license Series 65, or Series 7 & 66, or ChFC Clean U4 (if registered) Proven face-to-face, consultative sales success with retirees Willingness to travel to meet with qualified clients If you're a high-performing advisor ready to level up with a system built for closing and client impact, apply now to secure one of the limited spots in your state.
    $55k-100k yearly est. 7d ago
  • Automotive Finance and Insurance Professional

    Toyota of Stroudsburg

    Finance representative job in East Stroudsburg, PA

    If you are career-focused and ready to join an organization that values its customers and employees, we want to talk to you! We offer: Health Insurance Dental Insurance Vision Insurance Disability Insurance Life Insurance Continuous Training Support Responsibilities of an Automotive Finance and Insurance Professional: Generates finance product sales penetration. Generates per unit finance department gross profit. Generates region leading levels of customer satisfaction. Generates and maintains a high performance sales focused environment. Provides customers with thorough explanation of aftermarket products and extended warranties. Converts cash deals to finance. Establishes and maintains good working relationships with several finance sources, including the manufacturer. Processes finance and lease deals accurately and fairly through financial sources to secure approval including offsite deliveries. Conducts business in an ethical and professional manner. Processes all federal, state, and dealer paperwork related to vehicle transaction. Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments. Provides customers with complete explanation of manufacturer, dealership service procedures, and policies. Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. Responsible for all financial transactions including: cash, checks, and money orders. Requirements Must have Notary or be willing to complete within first 30 days of employment Two to three years of finance experience required. Minimum high school diploma or GED equivalent required. Excellent communication and customer service skills. Professional appearance and work ethic. Self-motivation. Ability to work within a fast-paced environment. Valid driver's license and sales license. Job Type: Full-time Salary: $15,080.00 - $184,774.02 per year Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Supplemental pay types: Commission pay Experience: Dealership experience: 1 year (Preferred) Finance & Insurance: 1 year (Preferred) Work Location: In person
    $44k-79k yearly est. Auto-Apply 52d ago
  • Relationship Banker

    First National Bank (FNB Corp 3.7company rating

    Finance representative job in Clarks Summit, PA

    Primary Office Location: 125 N. State Street. Clarks Summit, Pennsylvania. 18411. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $31k-35k yearly est. Auto-Apply 3d ago
  • Trade Finance Services Specialist I (Client Servicing) - Scranton, PA

    Bank of America Corporation 4.7company rating

    Finance representative job in Scranton, PA

    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! : This job is responsible for performing technical and analytical functions related to trade financing and servicing. Key responsibilities include reviewing, approving, and servicing trade finance documents for bank and regulatory compliance and acceptability of terms and conditions. Job expectations include completing daily transaction approval or handling client inquiries to ensure accuracy and timeliness, analyzing and clarifying terms and conditions of trade finance documents, handling and reporting escalation of irregular or suspicious transactions, and collaborating with partners. LOB Job Description: Performs Dedicated Trade client servicing for pre and post trade transactions for a variety of somewhat complex technical and analytical functions related to trade financing and servicing. Typical responsibilities include reviewing and approving trade finance documents for bank and regulatory compliance and acceptability of terms and conditions. Primary responsibilities are supporting internal and external clients, supporting Global Trade Operations processing teams. Analyzing issuances and amendments of import/export letters of credit and bankers acceptances and clarifying terms and conditions of trade finance documents for customers. Individuals typically have 1-2 years of banking, customer service, or Trade experience preferred. Responsibilities: * Supports the processing of transactions related to various Trade Finance products and performs support and servicing functions, such as problem resolution and exception handling for clients and business partners * Communicates data and information clearly and effectively to clients and business partners * Performs technical and analytical functions related to trade financing and servicing including contributing to researching, analyzing, auditing, tracing, and resolving Trade Finance documents and performing regular monitoring on the processing or risks * Manages risk by ensuring transactions are handled efficiently and proactively, identifying and escalating potential risks * Develops capabilities and competencies through self-study or participation in trainings on system enhancements * Provides training and guidance to teammates to achieve optimal performance results Required Skills and Experience: * Detail-oriented individual with strong organization skills who is willing to be flexible and apply logic to changing, competing situations and deadlines * Effective written and verbal communication skills * Ability to handle multiple complex inquiries/investigations simultaneously Desired Skills and Experience: * Some experience as a letter of credit or trade specialist * Knowledge of SWIFT, wire transfers, GSS and accounting entries is desired * Foreign language competency a plus * Client Servicing experience * College degree or comparable banking experience Skills: * Attention to Detail * Customer and Client Focus * Adaptability * Collaboration * Prioritization * Recording/Organizing Information * Analytical Thinking * Oral Communications * Problem Solving * Research Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-49k yearly est. 7d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Noreen Thomas-State Farm Agent

    Finance representative job in Clarks Summit, PA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Noreen Thomas - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $29k-40k yearly est. 18d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance representative job in Moosic, PA

    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 60d+ ago
  • Senior Financial Center Associate - Hazle Township, PA

    Mid Penn Bank 3.9company rating

    Finance representative job in Hazle, PA

    A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed. Essential Duties and Responsibilities * Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines. * Operates and balances cash drawer accurately and efficiently. * Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact. * Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual. * Actively participates and promotes financial center sales and service programs and team events. * Has a working knowledge of all essential duties assigned to the Financial Center team. * Ensures financial center associates are accurately operating a drawer and back counter processing system. * Manages the daily settlement of the ATM. * Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security. * Provide safe deposit box services to customers as needed. * Orders all currency and coin for the office; ships extra money. * Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner. * Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations. * Authorizes payment of checks above the financial center limit. * Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure. * Ensures the preparation of reports as assigned by financial center management. * Assists financial center management in monitoring over and short records following the Financial Center Guidelines. Education & Qualifications A high school diploma or equivalent. Associate degree in related field preferred. A minimum of two (2) years of experience in related positions preferred. Ability to work a flexible schedule as required to meet operating needs. Notary experience preferred or ability to obtain notary as needed. Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $49k-73k yearly est. 7d ago
  • Financial Services Representative State Farm Agent Team Member

    Mike Peterson-State Farm Agent

    Finance representative job in Pocono, PA

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Mike Peterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $
    $29k-54k yearly est. 9d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kevin Kendall-State Farm Agent

    Finance representative job in East Stroudsburg, PA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: As a Financial Services Representative with Kendall Insurance And Financial Services, Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients 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. Strong analytical and communication skills. Life & Health license mandatory FINRA Series 6, 63, & 65 licenses preferred.
    $29k-54k yearly est. 30d ago
  • Roving Personal Banker Wilkes Barre-Scranton District

    W.F. Young 3.5company rating

    Finance representative job in Scranton, PA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving 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: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs 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 travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) 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 is not eligible for Visa sponsorship 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 Posting Location: 2124 Memorial Highway, Dallas, PA 18612 915 Northern Boulevard, Clarks Summit, PA 18411 1294 Route 739, Milford, PA 18337 1105 O'Neill Highway, Dunmore, PA 18512 330 Meadow Avenue, Scranton, PA 18505 11 Narrows Shopping Center, Edwardsville, PA 18704 64 Welwood Ave, Hawley, PA 18428 224 Broad Street, Milford, PA 18337 One South Main Street, Pittston, PA 18640 1230 Route 315, Wilkes Barre, PA 18702 100 Union Street, Taylor, PA 18517 101 North Main Avenue, Scranton, PA 18504 Pay Range: This job profile is eligible for a 10% pay differential. Posting End Date: 24 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $30k-35k yearly est. Auto-Apply 2d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Peter Keselicka-State Farm Agent

    Finance representative job in Hazleton, PA

    Job DescriptionBenefits: Sales Commissions 401(k) matching Competitive salary Paid time off ROLE DESCRIPTION: As account representative for Pete Keselicka State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $29k-41k yearly est. 24d ago
  • Personal Banker Full-Time

    Mauch Chunk Trust Company (MCT

    Finance representative job in Lehighton, PA

    Full Time On-Site position at the Lehighton, PA GENERAL DUTIES AND RESPONSIBILITIES: The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members. ESSENTIAL JOB FUNCTIONS: 1. Actively assists in performing the branch office sales function: a. Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings. b. Assists in obtaining sales and growth objectives for the branch. c. Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities. d. Actively makes referrals to the Wealth Management area of the bank. e. Provides sales information on a timely basis for sales performance reports via bank software programs. f. Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor. g. Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program. 2. Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services. 3. Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary. 4. Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems. 5. Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed. 6. Provide leadership and support to less experienced staff members. 7. Personally prepares various forms and reports and provides information as requested by management. 8. Complies with all corporate policies, procedures and federal regulations. 9. Offers suggestions and participates with branch event marketing activities. 10. Performs any other related duties as assigned or as necessary. EDUCATION, TRAINING AND EXPERIENCE: Education - high school diploma or equivalent One to three years personal banker experience Proven track record in selling bank products Working knowledge in wealth management Problem solving and decision making skills Intermediate keyboarding skills Moderately complex math skills Ability to create written materials Ability to communicate effectively with co-workers and customers Physical/Mental Requirements: Job functions are performed in an office environment. Incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed. Employment at Mauch Chunk Trust is contingent upon the successful completion of a federal and state criminal background check and a credit check. These checks will be conducted prior to the start of employment to ensure compliance with regulatory and company standards. Any offer of employment is conditional upon passing these background screenings. Failure to meet the required criteria may result in the withdrawal of the employment offer.
    $34k-51k yearly est. 42d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Beth Moloughney-State Farm Agent

    Finance representative job in Stroudsburg, PA

    Job DescriptionBenefits: Company parties Competitive salary Opportunity for advancement Paid time off Training & development Wellness resources ROLE DESCRIPTION: As Agency Team member for Beth Moloughney State Farm Agency you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $29k-41k yearly est. 13d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Jason Carr-State Farm Agent

    Finance representative job in Madison, PA

    Job DescriptionBenefits: License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Jason Carr - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $29k-40k yearly est. 24d ago
  • Financial Planner

    Vista Wealth Solutions

    Finance representative job in Kingston, PA

    Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? · Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng, vistawealthsolutions.com Erica Ng | Recruiting Director Vista Wealth Solutions Website: vistawealthsolutions.com
    $53k-92k yearly est. 60d+ ago
  • Automotive Finance and Insurance Professional

    Toyota of Stroudsburg

    Finance representative job in East Stroudsburg, PA

    Accelerate Your Career as an Automotive Finance & Insurance Pro! Join Toyota of Stroudsburg's Winning Team! Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU! At Toyota of Stroudsburg, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat. Why Choose Toyota of Stroudsburg? Unmatched Earning Potential: Your hard work will be rewarded! Comprehensive Benefits Package: Health, dental, and vision insurance. Company-paid disability insurance and life insurance. Supplemental insurance options. Wellness Perks: Gym reimbursement to keep you feeling your best. Continuous Growth: Ongoing training and support to help you excel. What Makes Us Stand Out? We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do: Honesty: Trust is our foundation - we do what's right every time. Helping Others: Empathy and teamwork are at the heart of who we are. Excellence: We're not just good; we're committed to being the BEST. Community Impact: We give back to the community that supports us. Your Role as a Finance & Insurance Pro: You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include: Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner. Developing and maintaining relationships with finance sources to secure the best deals. Handling all federal, state, and dealer paperwork with accuracy. Guiding customers through manufacturer and dealership policies for a stress-free experience. Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards. What You Bring to the Table: Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate! Education: High school diploma or GED required. Skills: Exceptional communication, customer service, and professionalism. Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment. Licenses: Valid driver's and sales licenses required. Ready to Join the Best? Apply Today! At Toyota of Stroudsburg, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away! We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
    $44k-79k yearly est. Auto-Apply 60d+ ago
  • Trade Finance Services Specialist I (Client Servicing) - Scranton, PA

    Bank of America 4.7company rating

    Finance representative job in Scranton, PA

    Scranton, Pennsylvania **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! **:** This job is responsible for performing technical and analytical functions related to trade financing and servicing. Key responsibilities include reviewing, approving, and servicing trade finance documents for bank and regulatory compliance and acceptability of terms and conditions. Job expectations include completing daily transaction approval or handling client inquiries to ensure accuracy and timeliness, analyzing and clarifying terms and conditions of trade finance documents, handling and reporting escalation of irregular or suspicious transactions, and collaborating with partners. **LOB Job Description:** Performs Dedicated Trade client servicing for pre and post trade transactions for a variety of somewhat complex technical and analytical functions related to trade financing and servicing. Typical responsibilities include reviewing and approving trade finance documents for bank and regulatory compliance and acceptability of terms and conditions. Primary responsibilities are supporting internal and external clients, supporting Global Trade Operations processing teams. Analyzing issuances and amendments of import/export letters of credit and bankers acceptances and clarifying terms and conditions of trade finance documents for customers. Individuals typically have 1-2 years of banking, customer service, or Trade experience preferred. **Responsibilities:** + Supports the processing of transactions related to various Trade Finance products and performs support and servicing functions, such as problem resolution and exception handling for clients and business partners + Communicates data and information clearly and effectively to clients and business partners + Performs technical and analytical functions related to trade financing and servicing including contributing to researching, analyzing, auditing, tracing, and resolving Trade Finance documents and performing regular monitoring on the processing or risks + Manages risk by ensuring transactions are handled efficiently and proactively, identifying and escalating potential risks + Develops capabilities and competencies through self-study or participation in trainings on system enhancements + Provides training and guidance to teammates to achieve optimal performance results **Required Skills and Experience:** + Detail-oriented individual with strong organization skills who is willing to be flexible and apply logic to changing, competing situations and deadlines + Effective written and verbal communication skills + Ability to handle multiple complex inquiries/investigations simultaneously **Desired Skills and Experience:** + Some experience as a letter of credit or trade specialist + Knowledge of SWIFT, wire transfers, GSS and accounting entries is desired + Foreign language competency a plus + Client Servicing experience + College degree or comparable banking experience **Skills:** + Attention to Detail + Customer and Client Focus + Adaptability + Collaboration + Prioritization + Recording/Organizing Information + Analytical Thinking + Oral Communications + Problem Solving + Research **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.
    $32k-49k yearly est. 6d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance representative job in Madison, PA

    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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 7d ago

Learn more about finance representative jobs

How much does a finance representative earn in Scranton, PA?

The average finance representative in Scranton, PA earns between $25,000 and $93,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Scranton, PA

$48,000

What are the biggest employers of Finance Representatives in Scranton, PA?

The biggest employers of Finance Representatives in Scranton, PA are:
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