Finance service representative jobs in Boynton Beach, FL - 1,741 jobs

Sales Representative - Ron Bell Roofing About Ron Bell Roofing For over 40 years, Ron Bell Roofing has been one of Palm Beach County's most trusted residential roofing companies - known for craftsmanship, integrity, and exceptional service. Our business continues to grow through referrals and our reputation for doing the job right the first time. As we expand, we're looking for Sales Representatives who are motivated, customer-focused, and eager to build a career in a respected local company. You'll represent a brand homeowners trust - backed by a professional installation team and decades of experience. Position Summary As a Sales Representative, you'll meet with homeowners to assess roofing needs, educate them on options, and guide them through the process from inspection to contract. You'll be supported by a strong marketing and operations team - your focus is to build relationships, close deals, and deliver a best-in-class customer experience. This role is ideal for someone who thrives on independence, professionalism, and performance-based income. Key Responsibilities Conduct roof inspections and present repair or replacement options. Follow up promptly with leads from digital marketing, referrals, and canvassing. Build trust and rapport with homeowners through clear communication and professionalism. Prepare and deliver accurate estimates and proposals. Present financing and warranty options in line with company standards. Manage your sales pipeline using the company CRM (lead tracking, estimates, follow-ups, conversions). Collaborate with production and permitting teams to ensure smooth handoff of sold projects. Achieve and exceed monthly sales and customer satisfaction goals. Qualifications Minimum 3 years of experience in roofing, construction, or home improvement sales (preferred). Strong presentation and communication skills with homeowners. Self-motivated and goal-oriented with strong follow-up habits. Basic understanding of roofing systems and materials (training provided). Comfortable working with technology and CRMs (AccuLynx, HubSpot, or similar). Valid Florida driver's license and reliable vehicle. Compensation $70,000-$200,000+ Draw against commission- adding potential to earn significantly more through commission.

Customer Service Representative** **Terms: Full-time ; Minimum 1 year customer service experience required** **Pay: $15/hr.** **Join Team Alorica** At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within! But that's not all...we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work. **Job Summary** As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues. **Responsibilities** + Respond to a wide range of customer inquiries, providing support for products, services, and issue resolution. + Utilize internal systems to process transactions, troubleshoot issues, and deliver tailored solutions. + Stay current on company offerings to recommend appropriate products, services, and promotions. + Handle escalations from executive offices, regulatory agencies, and social media as directed. + Demonstrate strong knowledge of billing, technical support, and product features to resolve concerns. + Protect customer data and company assets while maintaining a clean, professional work environment. + Collaborate across departments and communicate clearly to ensure timely, effective issue resolution. **Qualifications** + Minimum 1 year customer service experience required + High school diploma or GED + Strong computer navigational skills + Familiarity with Microsoft Office applications (Word, Excel) + Excellent oral and written communication skills + Exceptional listening/comprehension skills + Professional and courteous + Customer oriented **Work Environment** + Regular work performed in a climate-controlled, call-center environment + Ongoing usage of phone and computer systems **Physical Demands** + Constant sedentary work **Benefits** + Health, dental, and vision coverage/HSA + PTO + Optional daily pay or weekly pay + 401K retirement plan + Leadership programs + Paid training and tuition reimbursement + Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies + Employee assistance program + Additional voluntary benefits **Next Steps** 1. Place an application 2. Complete your online assessment 3. Our team will review your application 4. If selected to move forward, our team will follow up directly \#AloricaJobs #MiamiDade #JobSearch DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Job DescriptionSalary: The Customer Service Representative works to assist the FIT commercial team with the coordination of supplying information and resolving customer issues for our Marine Terminal Operation. Ensure to continuously strive to improve the service to all customers, including but not limited to Steam Ship Lines, Freight Forwarders, Trucking Companies, Brokers, State and Federal Government Agencies, Port Authorities, etc. The ideal candidate is customer-focused, detail-oriented, and comfortable working in a fast-paced logistics and maritime environment while navigating multiple systems and priorities. Key Responsibilities Customer Service & Communication Serve as a primary point of contact for customers via incoming and outgoing phone calls and written correspondence. Identify, assess, and respond to customer needs to achieve high levels of satisfaction. Provide accurate, valid, and complete information using appropriate systems and tools. Manage customer requests related to authorization of services, rescheduling, and cancellations. Maintain strong working relationships with Steamship Lines and other external partners. Operations & Coordination Communicate directly with internal Operations, Finance, and Administrative teams to support timely issue resolution and process improvement. Review and follow up on services performed to ensure customer requirements are met. Manage and understand U.S. Customs and Border Protection (CBP) holds and related processes. Support communications that have cross-functional or transversal impacts across departments. Documentation & Systems Maintain accurate records of customer interactions, service requests, and account activity. Perform data entry and research within terminal operating systems and CRM platforms. Oversee the preparation and distribution of written business communications in a timely and reliable manner. Administrative & Project Support Provide administrative support to the Commercial Team as needed. Assist with special projects and assigned tasks to support departmental objectives. Meet individual and team customer service performance goals, including call-handling metrics. Requirements High School Diploma or equivalent required Associate or Bachelors degree in Business, Logistics, Supply Chain, or a related field preferred Minimum ofthree (3) yearsof experience in a related customer service or administrative role Experience insupply chain, logistics, maritime, or transportationenvironments preferred Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience navigating multiple computer systems simultaneously Familiarity with CRM systems preferred Knowledge of terminal operating systems (e.g., NAVIS, TIDEWORKS, CATOS, OPUS, AUTOSTORE) a plus Soft Skills Excellent verbal, written, and interpersonal communication skills Strong organizational and time management abilities Ability to work independently and collaboratively in a team environment Goal-oriented mindset with a strong commitment to customer service Ability to communicate effectively with personnel, contractors, vendors, suppliers, and management Other Requirements Authorized to work in the United States without current or future need for visa sponsorship Participation in pre-employment and random drug testing required Physical Demands Ability to remain in a stationary position (sitting or standing) for extended periods Ability to lift up to 50 pounds occasionally Ability to climb at heights of six (6) feet or more Required use of Personal Protective Equipment (PPE) in accordance with HSSE policies Reasonable accommodations will be provided for qualified individuals with disabilities Work Environment Primarily office-based with regular trips to the terminal field environment Possible exposure to noise, dust, fumes, chemicals, and varying weather conditions May require travel for training, meetings, or assignments Participation in rotating on-call schedules, overtime, weekend, and holiday work as needed Florida International Terminal is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We do not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other protected characteristic under applicable federal, state, or local laws. Florida International Terminal is committed to providing equal employment opportunities and ensuring an inclusive, accessible recruitment process for all applicants. If you require a reasonable accommodation to complete your application and/or participate in the interview process, please contact us.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals. We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours. Summary of Job Functions Provide rotational overnight coverage (3-6 months per year) Monitor systematic trading books and overnight processes Apply rigorous attention to detail to minimize errors and risk Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis Contribute to process improvements that strengthen risk controls and trading efficiency Communicate effectively with internal teams and external brokers Minimum Requirements Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics) Strong proficiency in Python, with advanced analytics capabilities Experience with SQL Server and Excel Proven ability in data manipulation and analysis Strong sense of ownership and ability to work independently within a collaborative team Willingness to work onsite daily in our Jupiter, FL office Preferred Skills and Previous Experience Background as a Quantitative Trader, Analyst, or Researcher Experience supporting or developing electronic trading systems Familiarity with equity and futures market data Exposure to transaction cost analysis (TCA) Hands-on experience with RESTful APIs and/or microservices Compensation and Benefits Competitive base salary, commensurate with experience Profit-sharing bonus tied to performance Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.

Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals. We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours. Summary of Job Functions * Provide rotational overnight coverage (3-6 months per year) * Monitor systematic trading books and overnight processes * Apply rigorous attention to detail to minimize errors and risk * Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis * Contribute to process improvements that strengthen risk controls and trading efficiency * Communicate effectively with internal teams and external brokers Minimum Requirements * Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics) * Strong proficiency in Python, with advanced analytics capabilities * Experience with SQL Server and Excel * Proven ability in data manipulation and analysis * Strong sense of ownership and ability to work independently within a collaborative team * Willingness to work onsite daily in our Jupiter, FL office Preferred Skills and Previous Experience * Background as a Quantitative Trader, Analyst, or Researcher * Experience supporting or developing electronic trading systems * Familiarity with equity and futures market data * Exposure to transaction cost analysis (TCA) * Hands-on experience with RESTful APIs and/or microservices Compensation and Benefits * Competitive base salary, commensurate with experience * Profit-sharing bonus tied to performance * Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan * Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.

Department Traders Employment Type Full Time Location Florida Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

Who we are: At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader. Your Role: As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment. The responsibilities will include: Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution. Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments. Ensure reconciliation alerts from orders and settlements are rectified in a timely manner. Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing. Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required. Maintain personal diligence in handling sensitive data to uphold security. Provide blockchain and internal system technical assistance to the broker team and customers Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles. Requirements About you: 1 - 3 years of professional experience An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day Strong numerical and quantitative analysis skills Decisiveness with the ability to process complicated information quickly and accurately under pressure A passion for cryptocurrency is highly regarded Benefits Learn from a team of experienced cryptocurrency experts Competitive compensation that recognises experience and impact Hybrid working arrangements designed around trust and autonomy Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally 0% trading fees with Caleb and Brown

JobID: 210692379 JobSchedule: Part time JobShift: Variable : 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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. * Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.

Job Description We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. The main role is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Ideal candidate is a professional with a great attitude and outgoing personality! Someone who has 'never met a stranger,' has stellar computer skills, the ability to multi-task, works well with their peers, and has a true passion for helping others. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary Base plus Commission Bonuses Paid Time Off (vacation and personal/sick days) Retirement Plan Health Insurance Valuable experience and training provided Growth potential/Opportunity for advancement within my office Requirements Must live within 20 miles / 30 minutes of agency and be able to commute into the office Must be able to obtain FL 2-20 license Must be able to obtain FL 4-40 license Prior Customer Service and Property/Casualty experience preferred Knowledge of Citizens and EasyLink a must. Prior State Farm experience a plus. Bilingual language skills preferred Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Teleperformance USA Job DescriptionCategory : Customer Service/Support Why You'll Choose Us Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique. Benefits of working with TP include: Paid Training Competitive Wages Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs Your Impact Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go. Your Responsibilities Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns. Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns Calmly attempt to resolve and de-escalate any issues Escalate interactions when necessary and appropriate Respond to requests for assistance and/or possible processing payments Track all call related information for auditing and reporting purposes Provide feedback on call issues Upsell if required What We're Looking for High School Diploma or equivalent IT/Network certifications/degrees preferred 18 years of age or older Proven call center experience Typing 25 WPM Proficient in PC operation and navigation Entry-level network troubleshooting Ability to set up home Wi-Fi network Ability to set up and configure a router or switch Core proficiency with a laptop or desktop computer Able to work independently Have excellent communications skills, both oral and written Ability to work in a constantly changing and fast paced environment Ability to stay composed and objective Strong listening skills Being One of Our People It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always. Teleperformance is an Equal Opportunity Employer

Job Description Compensation: $80-100K base salary plus bonus (dependent on experience & qualifications) Our client is a well-established wealth management firm seeking a motivated, driven individual to join their team as Servicing Financial Advisor in close partnership with their Founder/Wealth Management Advisor. As Servicing Financial Advisor, this person will be a vital link communicating between the client-facing team and the in-house operations team. To be successful in this role, you must possess excellent interpersonal communication skills, a professional presence, a customer service mentality and strong organizational skills. In return, you will find this position offers flexibility, a supportive team atmosphere, and opportunities for professional growth. Professional growth opportunities may include, but not limited to Senior Service Advisor, Lead Advisor, and Investment Operations. Team values are founded on the principles of authenticity, hard work, and caring for clients and team alike. This firm takes their team values to heart and is looking for someone who also resonates with these: putting people first, delivering platinum level service, taking pride in all that you do, exhibiting a problem-solving & growth mentality and having fun! Responsibilities: Serve as the secondary chair in client meetings for administrative and service follow up Establish strong relationships with new and existing clients Highly involved in client interactions - engage with clients, solve client service issues, handle rollover calls, and establish rapport to ensure clients are comfortable reaching out Help client with understanding product/plan as needed Support the Advisor in developing comprehensive financial plans for clients Plan and prepare materials for client meetings Maintain accurate and detailed records of client interactions, financial plans, and investment decisions Address client concerns and resolve issues promptly, demonstrating problem-solving skills and a commitment to client satisfaction Ensure compliance with financial regulations, industry standards, and company policies to protect both clients and the firm Stay abreast of industry developments, competitors, and market conditions to provide valuable insights and recommendations to clients Keep informed about financial products, investment options, and market trends Qualifications: 3-5+ years of experience in wealth management Series 7, Series 66/63 and State Life & Health required (or must be obtained within first 3 months of the job) Basic understanding of financial products and planning concepts Interest in advising clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives Ideal candidate has working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes An understanding of financial markets and a relentless drive to learn more CFP, CFA, CPA, or similar designations or progress towards these designations are a plus Compensation: $80,000 -100,000 base salary plus bonus and full benefits (dependent on experience & qualifications)

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 706 West Boynton Beach During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!

John Galt Insurance is an agency specializing in Personal Lines insurance. We are looking for self-motivated team players to join our Customer Service Team. We offer competitive salaries, as well as these following great benefits: Medical Insurance Life Insurance Dental Insurance offered 401k Mon-Fri work week, Paid-Time Off (PTO) and paid holidays Opportunity to own your own agency Specific tasks include: · Assisting clients with coverage questions · Processing changes and endorsements to policies · Following up on policy renewals · Processing payments. Contact us today to discuss your career potential at the John Galt Insurance Agency Job Type: Full-time Benefits: 401(k) Dental Insurance Health Insurance Paid Time Off Schedule: 8 Hour Shift Monday to Friday Work Location: One location Communication method(s) used: Email Phone Company's website: ****************************** Company's Facebook page: ****************************************************** Benefit Conditions: Only full-time employees eligible Work Remotely: No

Office Administrator Job Responsibilities: Supports company operations by maintaining office systems and supporting management staff. Maintains office services by organizing office operations and procedures, controlling correspondence, organizing filing systems, reviewing and approving supply requisitions, and monitoring clerical functions. Implements office policies by upholding standards and procedures, measuring results against standards, and making necessary adjustments. Completes operational requirements by scheduling employee appointments and following up on work results. Keeps management informed by reviewing and analyzing reports, summarizing information, and identifying trends. Manages company accounts and controlling the flow of incoming and outgoing merchandise Assists office management with required permitting paperwork. Organizing permitting files and collecting required documents for Production team. Respond to customer inquiries and requests via telephone, email, and chat in a timely fashion Document all inquires, requests, resolutions, and follow-up tasks Escalate inquires and requests as necessary to the appropriate department or person following outlined guidelines Display a courteous and empathetic attitude to all customers Perform research to answer customer inquiries and requests Grow existing customer accounts through exceptional customer service and effective sales techniques Meet quantitative performance metrics as outlined Keep customer accounts current by updating databases during calls At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

Job DescriptionBenefits: 401(k) Bonus based on performance Health insurance ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 66 licenses preferred. Florida 2-15 Life, Health, Variable Annuities License

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financial services products. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent. Competencies Expected for This Role Enthusiastic and motivated to assist customerswith insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Additional Desired Abilities/Competencies People-oriented Self-motivated Dedicated to customer service Ethical and Honest Ability to work in a team environment Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. State Farm Insurance is an equal opportunity employer.

Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections. Responsibilities: Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer Records information about financial status of customer and status of collection efforts Documents correspondence on the customer accounts within the billing system Assist customers with online payment services Work closely with brokered accounts to track payments and provide information requested by them to identify short pays Produce manual invoices for certain customers requiring additional details Learn and utilize all billing tools available Other duties as assigned Skills Required: Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question Solid working knowledge of Microsoft Office Applications (i.e Word, Excel, Outlook) Good Communication skills