Post Job

Finance Service Advisor job description

Updated March 14, 2024
6 min read
Find Better Candidates in Less Time
Post a job on Zippia and take the best from over 7 million monthly job seekers.

Example finance service advisor requirements on a job description

Finance service advisor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance service advisor job postings.
Sample finance service advisor requirements
  • Bachelor’s degree in Finance or Economics.
  • Minimum 5 years of experience in financial services.
  • Fully licensed in compliance with applicable laws and regulations.
  • Proficient in Microsoft Office Suite.
  • Ability to work with large amounts of data.
Sample required finance service advisor soft skills
  • Strong interpersonal skills.
  • Excellent communication and presentation skills.
  • Ability to multi-task and prioritize tasks.
  • High attention to detail and accuracy.
  • Customer-focused mindset.

Finance Service Advisor job description example 1

Bravo finance service advisor job description

We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference i people's lives. As our newest insurance sales representative you will sell, market and service our insurance products to existing clients and new customers. As a full-time sales representative, you will help individuals, families and small businesses secure their tomorrow.Â

Our fast paced, growing insurance agency is looking to fill an entry level sales position. This position is part time, scheduling appointments or calling our contacts for new clients needing new insurance quotes or coverage reviews. Full time employment opportunities are also available for sales representatives looking to improve their selling techniques and increase commissions. This position offers a base salary + commission opportunities. Apply now and we will contact you about the next steps in the interview process.Â
Benefits



Base salary with commissions Bonus opportunities Paid time off (PTO) 401k Plan Health benefits



Responsibilities



Meet new business production goals and objectives as established. Solicits for new business via phone, networking and other lead sources Develop insurance quotes, makes sales presentations and close sales Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc. Develop new Financial Services opportunities Ask each customer for referrals and explain our referral program Treat each customer contact as a cross and up-sell opportunity including financial products



Requirements



Process an upbeat, positive and enthusiastic attitude Be a great self-starter with a sense of urgency Create relationships from a cold start Proficiency to multi-task, follow-thru and follow-up Excellent communication/interpersonal skills
jobs
Post A Job For Free, Promote It For A Fee

Finance Service Advisor job description example 2

New York Life Insurance finance service advisor job description

  • Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.
  • The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.
  • Our Advanced Planning Group, Eagle Strategies** for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.
  • Dedicated underwriters who work diligently on cases.
  • Committed managers who are dedicated to helping you succeed.
  • A team of highly-trained and experienced product consultants to support your client acquisition needs.
  • Significant income potential.
  • Competitive benefits.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 7/30/18. For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

* Securities are only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA.SIPC), a Licensed Insurance Agency. NYLIFE Securities is a New York Life company. The financial strength ratings do not pertain to securities.

** Eagle Strategies LLC is a registered investment adviser and Financial Advisors affiliated with Eagle Strategies can provide fee based financial planning and assets under management services. Eagle Strategies is a New York Life company.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

jobs
Dealing With Hard-To-Fill Positions? Let Us Help.

Finance Service Advisor job description example 3

Catholic Medical Center finance service advisor job description

Patient Services Financial Advisor - Credit Department, Full Time, Days - (2201018) Description POSITION SUMMARY:

Responsible for the collection, evaluation and assessment of all in patient and out patients' services financial and insurance information that will result in the appropriate resolution for the patient and the hospital relative to balances owed. The activity will include review and analysis of all options available for the patient, settlements, budgets, charitable care, all determined by the patient's ability to pay.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Under the general direction of the Director of Patient Accounts and the direct supervision of the Manager Financial Assistance, all activities are to be conducted within established Catholic Medical Center and departmental policies and procedures; the employee will perform the following essential functions:

Processes a minimum of 35 outbound calls (ACTS work list) will be made per day to patients with outstanding balances with the ultimate goal of balance resolution after the appropriate assessment of all patient's financial information.
Responds and resolves all incoming inquiries by telephone and in person office visits from patients regarding balances and work those balances to resolution after appropriate assessment of the patient's ability to pay the outstanding debt.
Provides all information necessary to attorneys, insurance companies, etc., which will ultimately result in payment of the patient's balance.
Processes patient complaints by following documented hospital and accounting department policies and procedures dealing with patient account issues.
Clearly understand the current billing system and is able to discuss and explain hospital bills, charges and statements with the patients.
Documents patient account level activities and collection efforts using the current ACTS system. This activity will include, but is not limited to, follow up activity as well as bad debt recommendations to the Manager
Initiates system adjustments to patient accounts for cash postings, accounts consolidations, refunds and adjustments.

Qualifications Education:

High School diploma or equivalent.

Experience:

Minimum one year collections and/or credit office experience preferably in a health care setting.

Licensure/Certification:

None

Primary Location: US-NH-ManchesterJob: Patient AccessSchedule: Full-time Shift: Day Employee Status: RegularJob Type: StandardJob Level: Non Manager
jobs
Start Connecting With Qualified Job Seekers

Resources for employers posting finance service advisor jobs

Average Cost Of Hiring
Recruitment Statistics
How To Write A Job Description
Examples Of Work Conditions

Finance Service Advisor job description FAQs

Ready To Start Hiring?

Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.