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Strategic Finance Associate
Menlo Ventures
Remote finance & sales representative job
About the Role
Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact.
You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time.
The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
In this role, you can expect to:
Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently
Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement
Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives
Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making
Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions
Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability
To thrive in this role, you have:
4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment
Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions
Strong ability to work comfortably with large, complex datasets and translate them into actionable insights
Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes
High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment
Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences
Experience with SQL, Looker, or other BI tools is a plus
A little about us
At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
Because if we don't-who will?
*Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
What we offer for our full-time, regular employees
🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. **
💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute **
💰 Competitive salary based on experience **
✨ 401k match ** plus great medical, dental, vision, life, and disability benefits
🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off **
🫂 1% of your time off to support local community organizations of your choice
👟 Annual wellness stipend to use towards eligible wellness related expenses
👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! **
💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress **
** Perks also available to Chime Interns.
We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************.
To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.
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$105k yearly 2d ago
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Entry Level Sales Representative
Spotonroof
Finance & sales representative job in Columbus, OH
SpotOn Roofing & Exteriors was built on a foundation of trust, craftsmanship, and customer-first service. We deliver high-quality roofing and exterior solutions with one-day installations, lifetime warranties, flexible financing, and industry-leading customer care.
We're growing fast and building a high-performance sales organization and we're looking for driven sales professionals who want a real career, not just a job.
Role Description
As an Outside SalesRepresentative, you'll act as a trusted consultant to homeowners by:
Meeting with pre-qualified homeowners for roof and exterior evaluations.
Educating customers on roofing, siding, and exterior solutions.
Presenting customized proposals and closing deals in-home.
Prospecting through canvassing, referrals, and community outreach.
Managing your pipeline and follow-ups using CRM tools.
Delivering a top-tier customer experience from first contact to contract.
Qualifications
This role is ideal for candidates with experience or interest in:
B2C or B2B sales (ADP, TQL, POS sales, telecom, solar, auto, etc.)
Outside sales or face-to-face selling.
Competitive, performance-driven environments.
Goal-oriented, money-motivated individuals.
What we offer:
Base salary + uncapped commission
Average reps earn $75K-$100K+, top performers $150K+
Structured sales training & onboarding
Clear career path into Senior Rep / Leadership
Flexible financing tools that make selling easier
One-day installs & lifetime warranties = easier closes
Strong operations & customer support team
Ready to Build a Sales Career?
If you're competitive, coachable, and hungry to grow your income, we want to talk to you.
Apply today!
$75k-100k yearly 1d ago
Service Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance & sales representative job in Columbus, OH
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$49k-77k yearly est. 6d ago
Commercial Sales Representative
Roofing Talent America (RTA
Remote finance & sales representative job
Account Manager - Commercial
Nashville, TN
$80k-$100k + Commission
Are you in the 1%?
Actions speak louder than words here: you will have independence, no micro-management, work to your own schedule, unlimited PTO and unlimited opportunities for growth
You will be joining a new area with unlimited opportunity to grow the business and earn serious commission doing it
You will be a challenger and hunter: enough is never enough and you will always be able to do more
What's in it for you?
Commission structure
Ford Explorer company truck + gas card
401k
Healthcare
Unlimited PTO - must take 10 days!
Optional remote work
$400 bonus for client meetings and 10% bonus for hitting target
A bit about them
This company has a 45-year history of providing excellent service across Michigan. They have expanded across the state and are currently growing into other states on the East Coast.
They specialise in re-roofing (70%) and service (30%) of commercial and industrial buildings. Their main projects are with large manufacturing facilities, schools and universities, hospitals and other businesses - from smaller local jobs to large multi-million projects.
This company are on a mission to double their revenue over the next 4 years from $50mm to $100mm. How? Hiring ambitious salespeople, offering a commission structure which is far beyond the market rate, consistently training and upskilling the team, developing team members to promote from within.
What you need
Minimum of 2 years in an Outside Commercial Sales role
Excellent communication, presentation and research skills
Able to self-generate leads
Existing contacts in the area would be beneficial e.g. business/building owners, facilities management, property managers
If you've got the drive and motivation to be the best, then APPLY NOW.
Don't have a resume together? No problem, just get in touch with me directly to arrange a chat:
*******************************
Not for you but know someone that would be perfect for this role? Refer a friend to us and if they get successfully hired, we will pay you $1000!
$80k-100k yearly 4d ago
SBA Banker III
Seacoast National Bank 4.9
Finance & sales representative job in Columbus, OH
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$38k-69k yearly est. 3d ago
Physical Measurements Sales Representative
Shimadzu Scientific Instruments 4.2
Remote finance & sales representative job
DescriptionPhysical Measurements SalesRepresentative Location: Florida - Georgia Salary: $95,000 - $97,500 per year Who are we?
Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide?
What can Shimadzu offer YOU?
Our Culture - A work environment that values diversity, inclusion & belonging
Competitive Compensation - Day 1 Benefits & Competitive Salary
Retirement Benefits - Matching 401K & Profit-Sharing Program
Professional Growth - Clear pathways for Career, Leadership and Personal Development
Health Benefits - Flexible Spending/Health Savings Accounts
Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan
Education - Tuition Assistance Program for both graduate and undergraduate levels
Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs
Work Flexibility - Business casual Dress Attire & casual (jeans) Friday!
Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development
Position Summary:
Shimadzu Scientific Instruments is seeking a Physical Measurements SalesRepresentative to support our Physical Testing business line. This is a field-based sales role responsible for driving revenue, managing distributor relationships, and delivering a world-class customer experience across your assigned territory. You'll represent some of the most respected physical measurement systems in the industry-from hardness testers to universal testing machines-while contributing to the growth of our mission: improving lives through science.
JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO:
Develop and maintain strong relationships with customers, channel partners, and internal teams
Conduct technical product demonstrations, lead discovery calls, and support post-sale success
Achieve assigned sales targets through territory management and pipeline development
Generate and manage leads via CRM, prospecting tools, and trade events
Submit accurate and timely reports: call logs, forecasts, lost orders, expense reports
Collaborate with Japanese trading companies and harmonize channel strategy across networks
Maintain proficiency on two or more key product lines via Shimadzu's technical badge program
Support product installations and training when feasible
Travel weekly, including overnight stays, to customer sites and industry events
EDUCATION AND QUALIFICATIONS:
Bachelor's degree in Physical Science, Engineering, or a related technical field
At least 1 year of successful sales experience with technical or scientific products
Ability to convey technical concepts clearly in both presentations and conversations
Proficiency in CRM systems, Microsoft Office, and virtual selling tools
Strong organizational and self-management skills in a remote work setting
Valid driver's license and ability to travel extensively
At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment.
Compensation & Benefits:
This full-time, exempt position comes with a comprehensive benefits package. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 paid scheduled holidays and 3 paid floating holidays (Residents of California and Puerto Rico will receive state-mandated sick leave instead of personal days). After one year of employment, you will also be eligible for a generous short-term disability program with the company covering 100% of monthly premiums.
The starting salary range for this role is $95,000 to $97,500 annually, paid semi-monthly. Additional variable compensation includes a commission plan based on sales territory performance, paid each payroll period. A discretionary year-end bonus may also be provided based on overall company performance.
The offer package includes a company car with a fuel card, subject to a $55 per pay deduction for personal use. A company phone is also provided, fully paid by the employer, and can be used for personal purposes while remaining 100% company property.
For more details on benefits, please visit **************************
Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means.
EEO Statement:
Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here.
Qualifications
BehaviorsFunctional Expert - Considered a thought leader on a subject
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Innovative - Consistently introduces new ideas and demonstrates original thinking
Team Player - Works well as a member of a group
Thought Provoking - Capable of making others think deeply on a subject
EducationBachelors of Material Science (required)
Skills
Sales (required)
Instrument- Compression (required)
Instrument- Hardness Testers (required)
Instrument- X-Ray (required)
Instrument- Physical Testing (required)
Instrument- Tensile (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$95k-97.5k yearly 5d ago
Retail Banking Officer - Springfield - Springfield, OH
Wesbanco Bank Inc. 4.3
Finance & sales representative job in Springfield, OH
Back 27d Retail Banking Officer - Springfield #32-8617 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Springfield OH.
Market Cincinnati Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience required.
Supervisory or leadership skills required.
Job Description
SUMMARY:
Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Provides leadership to the banking center for daily sales, service and operations
Assists with coaching, training and developing the staff
Relationship building
Successfully promotes Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings. Leads meetings as assigned.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Must have the working knowledge of all roles within a retail Banking Center.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties as assigned.
OTHER SKILLS AND REQUIREMENTS:
Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business.
Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.
Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
Other responsibilities may involve planning, assigning and directing work.
Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
$57k-83k yearly est. 3d ago
Financial Sales Rep (Remote)
Holmes Investment & Accounting Services
Remote finance & sales representative job
SALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY! HIAC has teamed up with PFS to offer work from home positions. Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America.
This sales opportunity can be fully remote. Great for the stay-at-home career seeker.
Full-time traveler friendly!
More about the role:
No prior experience in financial services is required.
All required pre-licensing courses and required state licenses are covered by Primerica (Fingerprints required in some states).
This is an opportunity to be trained to be an insurance sales agent or a field trainer of sales agents.
Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages.
No sales quotas enforced.
Weekly extensive training provided & recommended via Zoom.
The desired candidate is required to learn:
⁃ sales strategies
⁃ networking
⁃ recruiting
⁃ Online prospecting
⁃ overcoming objections
⁃ presentations
⁃ Field training
⁃ Developing/replicating systems
⁃ Use of Zoom Cloud Meetings
The desired candidate can obtain the following skills:
• Excellent written and verbal communication skills
• Strong customer service skills
• Thrive in a flexible environment
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Goal Oriented
Requirements:
• Must be 18+ (This is a FEDERAL REQUIREMENT)
• Must pass a criminal background check (No Felonies)
• Must have access to reliable wifi
• Must have access to Zoom Cloud Meetings
• Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available
• Self Disciplined
• Trustworthy
Company provided:
• - Paid training program
• - State & Federal Licenses
• - Part or Full time Flex options
• - Commissions and Bonus Based Compensation
Residual income, stock opportunities, & tax advantages available
1099 Independent Sales Contractor Position
$68k-102k yearly est. Auto-Apply 31d ago
Financial Sales Rep - Remote - Commission-based
Verisum
Remote finance & sales representative job
Note: This is a highly regulated industry, as such, applicants must be based in the United States.
We help individuals and families take control of their finances through powerful, personalized strategies-far beyond traditional life insurance. Our firm specializes in advanced financial concepts such as:
The Infinite Banking Concept
Tax-Free Retirement Income Planning
Annuity Solutions for Income & Asset Protection
Accelerated Debt Payoff Strategies
We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceiling-and success is based on effort, not office politics.
Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose.
What You'll Do
Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning
Conduct virtual meetings to present tailored financial solutions
Follow up with warm leads-no cold calling
Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs
Use CRM tools to manage client relationships and track performance
Participate in regular training sessions and mentorship calls
What We Offer
In-House Lead System: Get connected to individuals who have
already requested
information-no cold prospecting
Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms
Complete Training & Licensing Support: We provide resources and comprehensive training
Mentorship from Top Producers: Learn the exact system used by top earners
Advancement Opportunities: Manage a team and access leadership bonuses
Compensation & Perks
Full-Time (32-40 hrs/week): Common earnings $8,000-$20,000+/month
Daily Pay: Commission-based compensation, paid directly by carriers
Performance Bonuses: Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts
Pay Raises every 2 months based on performance
No caps on earnings
Health insurance options available
Qualifications
Excellent communicator, especially over phone/Zoom
Coachable, driven, and self-motivated
Ability to build rapport and earn trust quickly
Comfortable with remote tools (Zoom, CRM platforms)
Life and Health Insurance License (or willingness to obtain)
Why Join Us?
Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touch-giving you a serious edge and creating lifelong client relationships.
Proven System: Scripts, tools, mentorship, and marketing support provided.
Supportive Team Culture: We work together, learn together, and win together.
Unlimited Growth Potential: Want to build your own firm? We'll help you get there.
A Few More Details
This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally.
Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity.
Ready to take control of your future and build a career that changes lives-including your own? Apply now and let's talk.
$46k-76k yearly est. Auto-Apply 46d ago
General Interest - Experienced Investment Banker - Columbus or Cleveland
Copper Run Capital
Finance & sales representative job in Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.
QUALIFICATIONS
Experience in investment banking, commercial banking, corporate finance, or similar fields
A track record of:
Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
Ability to have fun
FINRA Series 79, 7, and 63 a plus but not mandatory to start
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
$114k-213k yearly est. Auto-Apply 60d+ ago
Remote Sales Representative
RNA Group 4.4
Remote finance & sales representative job
Are you a motivated and results-driven individual with a passion for sales? The Nadeau Agency is seeking an Inside SalesRepresentative to join our fired up Sales Department. In this role, you will have the opportunity to showcase your exceptional communication skills and build strong relationships with our valued clients.
Responsibilities:
Engage with existing clients to understand their needs and provide custom solutions
Deliver exceptional customer service and maintain client satisfaction
Prepare and present sales proposals to clients
Stay up-to-date with industry trends and product knowledge
Requirements:
Prior experience in sales or customer service is a plus
Excellent communication and interpersonal skills
Strong problem-solving abilities
Ability to work independently and as part of a team
Proficiency in CRM software
If you are a self-motivated individual with a passion for sales and a desire to grow your career, we want to hear from you! Join our team at the Nadeau Agency and take the next step towards a rewarding sales career.
Ideal Candidate Must Have/Be:
Excellent communication and interpersonal skills
Self-motivated and goal-oriented
Ability to work independently and remotely
Strong organizational and time management skills
Must reside in the United States
$35k-66k yearly est. 60d+ ago
Sale Representative / Agency Producer
Jason Banitt Farmers Insurance Agency 4.3
Remote finance & sales representative job
Job Description
We are seeking a motivated and customer-focused Insurance SalesRepresentative to join our team. In this role, you will help individuals and families find the right insurance solutions to protect what matters most. You will be responsible for generating new business, building relationships, and delivering an exceptional client experience.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Identify, contact, and develop relationships with prospective clients through referrals, networking, and outreach.
Assess customers insurance needs and recommend appropriate products and coverage options.
Present and explain insurance policies in a clear and professional manner.
Prepare accurate quotes, applications, and policy documentation.
Maintain regular communication with clients to ensure satisfaction and identify additional needs.
Achieve sales goals and performance metrics.
Stay knowledgeable about current insurance products, industry trends, and compliance requirements.
Maintain detailed and organized records within the agency management system.
Requirements
Strong communication and customer service skills.
Ability to build trust and rapport quickly with diverse clients.
Self-motivated, goal-oriented, and comfortable working in a sales environment.
Solid organizational and time-management abilities.
Basic computer proficiency (email, CRM systems, quoting platforms).
Prior experience in insurance, sales, or customer service.
Active state insurance license (Property & Casualty, Life & Health).
If not currently licensed, willingness to obtain licensure is acceptable.
$47k-62k yearly est. 5d ago
Remote Financial Representative- Entry Level
The Delaney Agency 4.1
Remote finance & sales representative job
About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow.
Key Responsibilities:
Conduct virtual consultations via phone or video with individuals who have requested information
Identify client needs and offer tailored coverage solutions
Follow up with prospects and manage your pipeline in our CRM
Participate in ongoing training and mentorship sessions
Work independently and meet individual performance goals
What We Offer:
Commission-based compensation with uncapped earning potential
Warm, high-intent leads
Remote work with flexible scheduling
Access to ongoing coaching, scripts, and support
Clear advancement path for motivated individuals
Qualifications:
No sales experience required-training provided
Excellent communication and interpersonal skills
Self-disciplined, goal-oriented, and coachable
Comfortable using basic digital tools (Zoom, CRM)
Must be legally authorized to work in the U.S.
Life insurance license preferred (or willingness to obtain with guidance)
Ready to take control of your time and income?
Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle.
Job Types: Full-time, Part-time, Permanent
Pay: $67,090.60 - $80,797.28 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission only
Commission pay
Work Location: Remote
$67.1k-80.8k yearly Auto-Apply 30d ago
Sales Officer (Remote - Commission-Based)
Avant Tech 4.8
Remote finance & sales representative job
Avant Tech is expanding its network of Sales & Recruitment Partners-entrepreneurial professionals ready to build their own recruiting business with the backing of a premier staffing brand.
If you're a driven sales or recruiting professional with an existing network and a passion for connecting talent with opportunity, this partnership is for you.
What You'll Do
Develop relationships with new and existing clients within the IT and other verticals.
Identify hiring needs and deliver qualified candidates that meet client expectations.
Manage the full recruitment cycle-from sourcing to placement.
Represent Avant Tech's brand at industry events and networking opportunities.
Collaborate with our leadership team to align business goals and strategies.
Requirements
What We're Looking For
Proven experience in sales or recruiting, ideally within IT staffing.
Strong communication, negotiation, and relationship management skills.
Self-motivated and entrepreneurial mindset.
Proficiency with Microsoft Office and modern recruiting tools.
Existing client or candidate network in IT (preferred but not required). Open to other Vertical Niches.
Benefits
This isn't a traditional job-it's a business partnership. You'll leverage your network, grow your own book of business, and benefit from Avant Tech's brand, systems, and team support.
What You'll Get
Full operational support - Access to systems, tools, and training.
Uncapped earnings potential - Performance-based commission on all placements.
Autonomy with structure - Run your own business under a trusted brand.
Mentorship & community - Work alongside experienced recruiters and partners.
Ready to take the next step?
Join a firm that empowers recruiters to become business owners. Apply now or connect with us at avant-tech.net.
$98k-126k yearly est. Auto-Apply 60d+ ago
Wholesale Sales Representative
Greenpoint 4.3
Remote finance & sales representative job
Description About GreenPoint Ag GreenPoint Ag is a farmer-owned, American-owned company. We're committed to farmers' success because that's the only way we succeed. Seeking employees who share our dedication, we're a leading agricultural inputs company in the Southeastern U.S., operating in over 100 communities across ten states. We're looking for passionate, hardworking team players who care about rural America and want to make a difference in one of today's most vital industries. GreenPoint Ag is an Equal Opportunity Employer committed to building an inclusive, dynamic workplace where you can grow and contribute. Our Opportunity We are looking for a Full-Time SalesRepresentative for our Evergreen, AL/Southern US territory. Our culture fosters a connected work environment, employee engagement, and career development. Summary/Objective Responsible for selling bagged crop nutrients to dealer customers in assigned sales territory to achieve maximum profitability while operating within approved sales and credit guidelines. Essential Functions
Executes location's sales plan for bagged fertilizer in assigned sales territory directly to dealer customers assuring maximum sales volume and profitability of GreenPoint AG products
Contacts dealers directly to promote the acceptance and sale of GreenPoint AG products.
During the peak season, provides assistance to location personnel in all phases of the business to effect maximum product movement, product sold and optimum services to grower and dealer customers.
Works closely with assigned accounts to identify their needs and develops plans to fulfill those needs
Learns to utilize all tools available to facilitate sales growth, enhance customer service customer and exceed customer expectations
Administers the approved credit policy consistently and is responsible for the collection of customer receivables
Ensures all areas operate within established environmental, health and safety protocols
Maintains a high level of technical expertise to establish themselves as a reliable and credible source for agronomic and Ag business advice
Embody GreenPoint Ag Vision, Mission, Values, and Goals in daily work, contributing to a strong company culture
Supervisor Responsibilities
No direct supervision of others. May provide direction to other individuals.
Required Qualifications
2+ years of experience in the agriculture industry or other related industry preferred, ideally in a sales or management role
Bachelor's Degree in Agronomy, Entomology, Ag Business or other related agricultural training (preferred); may be offset with Farm/agricultural training with some college/associates degree
Valid driver's license; must be able to meet a Motor Vehicle Review in accordance with Company policy
Knowledge, Skills & Abilities
Persuasive selling skills and excellent interpersonal skills necessary in maintaining long term customer relations
Must be innovative and self-motivated; needs to have a passion for the business and a willingness to learn
As an agronomic seller, must have a strong mental fortitude and be persistent
Ability to communicate with associates and customers
Ability to read, count, and write to accurately complete all documentation
Work Environment While performing the duties of this job, the employee regularly works in an office setting. Exposure to outdoor and unconditioned warehouse conditions, including extreme temperatures, humidity, noise, vibration, atmospheric conditions, and workplace hazards is occasional. Proper use of personal protective equipment in such conditions is required. This employee also requires driving - a clean driving record and continuous display of excellent driving skills. This position driving methods, and agrees to utilize a Samsara unit in the vehicle for safety monitoring. 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. Regular use of the telephone and e-mail for communication constant and essential. Sitting for extended periods and the use of hands and fingers is common. Hearing and vision within normal ranges is helpful for normal conversations, to receive ordinary information and to prepare or inspect documents. Lifting and carrying of 50+ lbs. may occasionally be required. While performing the duties of this job, good manual dexterity for the use of common office equipment such as computer terminals, calculator, and copiers is needed. The employee is occasionally required to walk, climb, balance, reach, stoop, kneel, crouch, and crawl. Travel In territory approximately 60%, outside territory approximately 5% Other Duties Please note this is intended to describe the general nature and level of work performed by employees assigned to this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. Other job-related duties may be assigned without need to change this job description. GreenPoint Ag reserves the right to amend and change responsibilities to meet business and organizational needs as necessary with or without notice. EEO Commitment: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, national origin, ethnicity, sex, pregnancy, sexual orientation, gender identity/expression, including transgender identity, religion, disability, age, genetics, active military or veteran status and any other characteristics protected under applicable federal or state law. Communication with You
We are mindful that the job placement market has recently been infiltrated by individuals attempting to commit fraudulent acts. Unauthorized persons have been known to place advertisements for fake positions in the name of innocent and unwitting employers by mixing them in among legitimate job postings on authorized sites and by posting them on sites not used by the genuine employer. These imposter advertisements sometimes contain contact information for interested applicants that are different from an employer's career website or company email address. Such imposter job advertisements typically include promises of high-paying jobs with the requirement that job seekers first send sensitive personal information or money to pay for things such as visa applications or processing fees. Please be advised that GreenPoint Ag will never ask a potential job seeker for any sort of advance payment as part of the recruitment or hiring process. You should look carefully at any email address that you are instructed to use to submit a job application. All email correspondence from GreenPoint Ag ends in “@greenpointag.com.” If you have questions about any of our open positions, please visit our careers website at *************************************
$39k-72k yearly est. Auto-Apply 60d+ ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote finance & sales representative job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 8d ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ
Jpmorgan Chase & Co 4.8
Finance & sales representative job in Columbus, OH
JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan
Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$30k-67k yearly est. Auto-Apply 5d ago
Small Business Banker II
Northwest Bank 4.8
Finance & sales representative job in Columbus, OH
The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate.
Essential Functions:
Develop new and expanding existing small business relationships
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Engages in joint-calling activity with branch partners at a regular frequency
Works to promote cross-sell behaviors personally and within assigned branch territory
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
25% of calls prospecting new clients and relationships
Achieve and exceed budget goals as assigned by Region
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training
Complete all required Compliance training in a timely basis
Ensure compliance with all Regulatory requirements
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Qualifications:
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required
Knowledge of all cash management services
Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
Knowledge of merchant services
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$27k-54k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Primerica 4.6
Remote finance & sales representative job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago
Financial Clearance Representative - Remote
McLaren Health Care 4.7
Remote finance & sales representative job
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25005267
* Daily Work Times: Standard Business Hours
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No
$33k-42k yearly est. 53d ago
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