Finance service representative jobs in Carmel, IN - 1,544 jobs
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The American Legion 3.8
Finance service representative job in Indianapolis, IN
Provides support to members, Posts and Departments of The American Legion. Responds to inquiries or requests (verbal, written, electronic) pertaining to Emblem catalog orders, American Legion membership, fund raising, various programs, and related organizations (i.e. SAL) or other customers.
ESSENTIAL FUNCTIONS:
Responsible for answering telephone calls from approximately 8 incoming lines. Requires appropriate communication skills for proper handling, resolution, response, and follow-up, when required. Response may require written or verbal communication, or both.
Responds to correspondence regarding American Legion membership, programs, procedures and other miscellaneous inquiries or requests.
Although form letters are used extensively, the ability to determine an appropriate response is critical.
Must be able to construct a written business reply when form letters are not appropriate.
When required, must be able to determine and prepare correct shipment of printed materials.
Enters appropriate transactions relating to the Personify constituent database according to established Data Entry Standards in accordance with U.S. Postal Service specifications.
Must be thoroughly familiar with the Personify databases in order to resolve problems and respond quickly and accurately to inquiries.
Must be familiar with all divisions of The American Legion, including their functions and the various programs of responsibility, as well as the structure of The American Legion Organization.
Provides support/assistance for processing of special projects/assignments of various terms of duration.
Tracks and reports daily production to the Customer Service Supervisor.
When necessary, serves as back-up support to other functional areas of Member Support Services, including data entry or other clerical duties.
Must be able to work overtime hours when needed, which requires early arrival and/or late departure, and includes Saturdays, when necessary.
Other duties as assigned.
REPORTING RELATIONSHIP (reports directly to): Customer Service Supervisor
MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS (Select only one under each category):
Education/Technical Knowledge:
Requires a thorough knowledge of a given vocation or trade procedures, or a working knowledge of broad shop or trade procedures, or training in commonly used commercial or business machines, methods, and practices.
Additional Skills Needed:
Must possess basic PC skills and be familiar with Microsoft Office Suite software (MS Word, MS Excel, etc.).
Must be thoroughly familiar with the Legion's Personify system, Emblem POS, Zendesk ticketing system, and The American Legion's Data Entry Standards in accordance with USPS guidelines.
Above-average written and verbal skills are required, as well as problem solving abilities.
Prefer training in professional telephone skills.
Must demonstrate ability for data entry rate of no less than 8000+ kph with minimal errors.
Must be flexible and easily adapt to changing procedures and priorities.
Experience:
One year up to 3 years
$28k-35k yearly est. 2d ago
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Customer Service Representative
McKinley Paper and Packaging Company
Finance service representative job in Lebanon, IN
McKinley Paper and Packaging, an international Corrugated Packaging company is seeking candidates for Customer ServiceRepresentative opportunities at our fast-paced Corrugated Container manufacturing facility in Lebanon, IN.
This position is an extension of the Sales Team and has responsibility for supporting an assigned Customer account base as we add to our talent in Customer Service. The CSR will assist sales by maintaining accounts while developing strong Customer relationships to support and promote current and future business opportunities.
Position Responsibilities, include but are not limited to the following:
Be the primary point of contact for the Customer and the Outside Sales Rep for order placement and coordination with the facility production group on a daily basis by various means of communication
Develop strong, internal working relationships with production team, design and shipping to support and promote efficient, timely, and accurate response to Customer expectations
Process orders and new items received from Customers and Sales Reps using various applications.
Enter information into estimating system or request product quotes, as applicable, to provide job costing to management for analysis and pricing.
Track orders, initiate changes and expediting orders per the Customer or Sales Rep requests and communicating appropriately.
Initiate outside manufacturing orders, as appropriate, communicating all necessary details and handling follow-up as required.
Address Customer complaints and questions seeking aid from sales and management as necessary.
Follow established processes and procedures to ensure accuracy of work including product pricing for invoicing
Requirements:
Minimum of 2+ years of Customer Service experience in a corrugated paper manufacturing environment is required.
Superb customer service, including excellent verbal and written communication skills.
Computer and administrative skills; preferably experience using Amtech.
Knowledge of corrugated manufacturing process is preferred.
Some college and/or Sales or Customer Service coursework and/or equivalent experience,
4-year degree is preferred.
We offer a competitive compensation package packaged based on experience for the right candidate. McKinley Paper and Packaging is an Equal Opportunity Employer
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
$27k-35k yearly est. 5d ago
Sales Representative
Heartland Paving Partners
Finance service representative job in Indianapolis, IN
The Sales Representative will be responsible for driving new business development, building strong customer relationships, and managing the entire sales process from initial contact through project delivery. In addition to selling paving services, the Sales Representative will play a key role in scoping projects, developing accurate estimates, creating proposals, and supporting the coordination of scheduling and project management efforts. This role requires a blend of sales acumen, technical understanding of paving projects, and strong coordination skills to ensure successful project delivery and customer satisfaction.
Key Competencies & Skills
* Sales Performance: Proven ability to meet and exceed sales targets, with a strong focus on business development and revenue growth.
* Project Scoping & Estimating: Solid understanding of asphalt and concrete paving projects, with experience in scoping, estimating, and proposal development.
* Customer Focus: Strong relationship-building skills and a customer-centric approach to ensure satisfaction and repeat business.
* Coordination & Communication: Ability to facilitate communication between teams and ensure smooth handoffs from sales to project execution.
* Problem-Solving: Proactive and resourceful in addressing customer needs and resolving any issues that arise during project delivery.
* Accountability: Takes ownership of sales targets and project outcomes, ensuring successful delivery and customer satisfaction.
* Time Management: Excellent organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously.
* Technical Knowledge: Understanding of paving industry standards, materials, and process.
Experience / Qualifications
* Minimum of 1 year of experience in asphalt and concrete B2B sales or 2 years of similar experience within a similar industry strongly preferred.
* Bachelor's degree in business, Sales, Construction Management, or related field preferred.
* Proven track record of meeting or exceeding sales targets.
* Strong understanding of project scoping, estimating, and proposal creation.
* Experience using CRM software to manage sales pipeline and customer relationships.
* Excellent communication and presentation skills.
* Ability to work independently and as part of a team.
* Strong organizational skills with a high level of attention to detail.
* Valid driver's license and willingness to travel as needed to meet with customers and oversee projects.
Responsibilities
* Business Development: Proactively identify and pursue new sales opportunities in the commercial asphalt and concrete paving market.
* Account Management: Build and maintain strong relationships with existing and potential customers to generate repeat business and ensure customer loyalty.
* Project Scoping: Collaborate with customers to accurately scope asphalt and concrete paving projects, ensuring all technical and operational aspects are accounted for.
* Estimating & Proposal Creation: Develop precise and competitive cost estimates and create detailed, persuasive proposals tailored to customer needs.
* Sales Pipeline Management: Effectively manage a sales pipeline, moving prospects through the sales cycle and closing deals in a timely manner.
* Coordination with Internal Teams: Facilitate clear communication between sales, operations, and project management teams to ensure a seamless transition from sales to project execution, minimizing delays and miscommunications.
* Customer Relationship Management (CRM): Maintain accurate and up-to-date records in the CRM system (PROcru), ensuring all activities, opportunities, and communications are well-documented.
* Support Scheduling & Project Management: Collaborate with internal teams to support project scheduling and monitor project progress to ensure timely and successful completion.
* Performance Tracking: Regularly review sales metrics and project performance to ensure goals are being met and projects are delivered within scope, budget, and timelines.
$46k-82k yearly est. 3d ago
Future Positions
Reveal Risk
Finance service representative job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
Powered by ExactHire:156623
$57k-103k yearly est. 26d ago
Hourly Trader
Acespower
Finance service representative job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Hourly Trader
Alliance for Cooperativ
Finance service representative job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Client Service Representative - Geist Starting at $14 to $20/ Hour
Noah's Animal Hospitals 3.7
Finance service representative job in Indianapolis, IN
Client ServiceRepresentative
Facility: Noah's Caring Hands Animal Hospital at Geist
Schedule: Full Time - Shifts Vary, Weekend Rotations required
At Noah's Animal Hospitals the needs of the pet and pets' family come first. Our levels programs are the first of their kind in the state of Indiana and is a source of pride for all employees. We believe through development we will be empowered to be more, do more, and thrive in our environments, leading to a more successful career. As a Client ServiceRepresentative (‘CSR') your stellar communication skills will directly contribute to providing competent and compassionate health care for pets and a warm memorable experience for their human families.
Our ideal team member will understand the importance of exceptional client service and patient advocacy, and how it relates to helping choose the best preventive and urgent care for pets. Additionally, the right person should have a positive attitude, an ability to work efficiently under pressure, and is passionate to learn and grow in our practice, as well as their career.
We're looking for an enthusiastic, compassionate, and skilled CSR to help us continue to be "The Best Friend to our Clients' Best Friends." If you are looking for a family atmosphere that appreciates the value of pet healthcare, wants to learn, grow, and develop advanced skills into a long-term career, you have found the right place!
Noah's Caring Hands
Our beautiful Noah's Caring Hands Animal Hospital at Geist is a general practice that offers a full range of services, including boarding and grooming. We are proud to be accredited by the American Animal Hospital Association, a designation that we believe demonstrates our unwavering commitment to veterinary excellence.
Benefits
Our valued staff members of Noah's Animal Hospitals receive the following benefits:
Industry Leading Pay with opportunities for bonus, overtime, and increases
Paid Time Off
Paid Holidays
Comprehensive Benefits (Health, Vision and Dental)
$100 Scrub Allowance
Discounts on services provided and products dispensed for your own personal pets
An Employee Assistance Program - for you and your household
Additional options include 401k, short-term/long-term disability, LifeLock, and supplemental life
Compensation for Continuing Education and License Renewal after 1 year of employment
Multi-Level Development Program designed to systematically increase knowledge and skillset and a team that always has your back
Our Core Values:
Compassion
Easy to do Business With
Passion
Integrity
Memorable Client Experiences
Excellence
Helpful
The Right People
Qualifications
High School Diploma or equivalent required.
One-year related experience required with client service preferred.
$24k-33k yearly est. 17d ago
Full Time Registered Rep (retirement planning)
Jurs Insurance and Financial Services Inc.
Finance service representative job in Carmel, IN
Job DescriptionDescription:
Jurs Insurance and FinancialServices, Inc., a highly successful and well-respected firm, is seeking an ambitious FinancialServicesRepresentative with expertise infinancial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
We are looking for the right candidate to work within our two separate locations (Carmel and Greenfield) Qualified candidates must possess a desire to serve others, have a minimum of 3 years of experience in the FinancialServices industry, and be willing to work primarily around these locations and a home office.
As a FinancialServicesRepresentative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include:
Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
Exhibit expertise infinancial markets, sound business judgment, and unwavering integrity to prioritize clients' best interests at every opportunity.
Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations
Perks for FinancialServicesRepresentative
• The first year's compensation is expected to range between $60,000-$140,000 (including base, commission, and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, medical, dental, vision, supplemental insurance stipend, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to (4) large books of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Requirements:
Qualifications
Minimum of 3 years of experience as a FinancialServicesRepresentative.
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
Eagerness to learn and grow with the financialservices industry
Requirements
Bachelor's degree preferred.
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
*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.
$60k-140k yearly 18d ago
Customer Service Rep Exempt
DS Smith 4.2
Finance service representative job in Lebanon, IN
Job Summary: As a Customer ServiceRepresentative, you will play a critical role in supporting day-to-day operations. This position requires a detail-oriented individual with excellent organizational and communication skills. The Customer ServiceRepresentative is a reliable and effective liaison between customers, sales representatives, and operations, to ensure consistently high levels of customer satisfaction and retention.
Essential Duties and Responsibilities:
Must comply and support all applicable GMPs, Site Security, and Food Packaging Defense requirements that are referenced in the facilities GFSI food packaging safety program.
Other duties as assigned by any member of management.
Review print cards for accuracy - above average math skills required.
Customer Service/Sales Support - Coordinate with vendors, designers, print plate suppliers, packaging buyers, and plant personnel daily to manage new items through the system.
Daily communication with customers to expedite orders, special requests, and coordinate with scheduling/production.
Enter purchase orders using Kiwi system.
Provide research and assistance for customers regarding invoicing issues.
Direct involvement with customers and Quality Management Team regarding production issues
Maintain spreadsheets to coordinate priority items with scheduling and shipping. Attend Daily Production calls.
Order tooling for new and revised items to meet customer deadlines.
Maintain customer inventory and coordinate with plant schedulers to meet customer warehousing needs.
Work with sales staff and process requests for quotes
Generate needed documents for new items and electronic files for review including print cards, item specifications, and logistics requirements. Create new item folders.
Respond to customer inquiries and provide timely resolution. Communicate with appropriate departments to secure necessary information and prompt action as needed.
Enter and modify sales orders in an accurate and timely manner.
Interpret and share customer feedback within the organization to continue improving performance.
Utilize existing software and systems in an efficient manner.
Maintain an organized, presentable work area.
Attend all afternoon Gemba Walks
Participate in the Safety Engagement Process.
Must reciprocate the double check process with fellow Customer Service Reps.
Must participate in Saturday rotation at the plant.
Vacation coverage for administrative assistant.
These responsibilities and duties are not intended to be all-inclusive. Responsibilities may be added or deleted as necessary.
Education/Experience:
High school diploma or equivalent; college degree a plus
Previous experience in a manufacturing environment preferred.
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Ability to communicate in a professional manner, gather and organize information, and complete projects on a timely basis.
2+ years of experience in a customer service role, preferably working directly with large commercial customers, sales teams & vendors.
Packaging and/or corrugated manufacturing experience desired but not required.
Ability to remain calm under pressure.
Work Environment:
Regular work near moving mechanical parts.
Exposure to wet and/or humid conditions and temperature variations
Noise level is moderate to high.
Bump caps, ear protection, eye protection, and safety shoes are required.
Physical Demands:
The physical demands described here are representatives of those that must be met by an individual to successfully perform normal job functions:
While performing the duties of this job, an individual is regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk or hear; and taste or smell. An individual frequently is required to stoop, kneel, crouch, or crawl. An individual must regularly lift and/or move up to ten pounds, frequently lift and/or move up to twenty-five pounds, and occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
$28k-35k yearly est. 60d+ ago
Relationship Banker II | Carmel
First Busey Corporation 4.5
Finance service representative job in Carmel, IN
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financialservices to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services
Duties & Responsibilities
Customer Service & Relationship Management
* Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
* Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
* Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
* Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
* Actively identify and promote all bank products and services.
* Ask clients targeted questions to learn about their financial needs and goals.
* Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
* Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
* Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
* Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
* Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
* Process and assist with customer loan applications, including personal loans and home equity lines of credit.
* Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
* Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
* Process transactions with a high degree of accuracy.
* Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
* Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
* Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
* Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
* Team Support and Mentorship
* Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
* Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
* Branch Operations & Administrative Support
* Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
* Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
* Strong sales and customer service skills
* Strong oral and written communication skills
* Basic math and accounting functions
* The basic tenets of lending and assessing a customer's financial needs
Ability to:
* Accurately count money
* Perform duties and make decisions under frequent time pressures
* Stand for extended periods of time
* Lift 50 pounds
* Explain products and services to current and potential customers
* In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
* Requires a High School diploma.
* 2 years of banking experience with lending responsibilities required
* 1 year of previous training and/or combination of mentorship, military or management experience required
* Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
* Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-21 hourly Auto-Apply 60d ago
Customer Service Representative
Lawn Doctor 4.3
Finance service representative job in Carmel, IN
Lawn Doctor is looking for a dependable and reliable individual to provide exceptional customer service to our lawn care customers. The Customer ServiceRepresentative answers phones, speaks with customers and potential customers, addresses customer issues, maintains customer data, provides price quotes and sells Lawn Doctor services over the phone, processes paperwork and makes outbound calls to customers to follow-up on estimates and ensure customer satisfaction. We are looking for a motivated, self-starter who is goal-oriented and hard-working.
The ideal candidate for this position has a strong work ethic, is friendly, and has excellent communication skills and strong computer skills including Microsoft Word and Excel. Training will be provided on our software. Actual work experience in the lawn care industry is highly desirable but not required.
The following is a representative list of duties and responsibilities associated with this position:
Takes inbound call from customers and potential customers
Makes outbound calls to follow up on estimates and ensure customer satisfaction
Sells services over the phone
Maintains customer data records
Processes paperwork from sales and service team members
If you enjoy multitasking and would like to be a part of a fast-paced, dynamic team, we are waiting to hear from you! We offer competitive salary and commissions.
Our Franchisees Need People Like You
Here at Lawn Doctor, we have a very simple approach to our work-be safe, have fun, and change the world one lawn at a time. It's the kind of approach that, not surprisingly, has led us to the highest customer satisfaction and retention rates in the industry.
Lawn Doctor locations across the country offer phenomenal employment opportunities.* Whether you're an experienced lawn care technician or just starting out on your career path, all you need is a passion for success and a strong work ethic to be a candidate to join your local Lawn Doctor franchise. No matter the task, our independent operators know that every Lawn Doctor employee plays an important role in providing customers with the great results they expect, while making the local community a little happier. Your work will never go unappreciated.
Since each of our franchises is locally owned, you'll get to work for and with people in your area and become part of a close-knit Lawn Doctor family. If you enjoy working outdoors, being largely self-directed with little supervision, and would like a chance to help make the world a greener place, we would love to talk to you.
We appreciate your interest and hope to have you on board a local franchise team as soon as possible.
* All Lawn Doctor locations are independently owned and operated. All positions identified here are positions offered by individual Lawn Doctor franchisees.
$29k-36k yearly est. Auto-Apply 60d+ ago
Inbound Financial Sales Representative
Group1001 4.1
Finance service representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
* First line of client facing contacts on incoming calls, Phone Sales and Support
* Provides product and illustration sales support
* Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
* Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
* Generate illustrations and webinars from the incoming calls
* Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
* Resolves client concerns
* Responds to voicemail/email requests
* Fulfills literature requests
* Participates in team meetings and training programs
* Identifies client situation and present options available
* Maintains integrity of broker database
* Demonstrates knowledge of Delaware Life's products
* Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
* Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
* Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
* Productively work together and collaborate with other home office departments
* Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
* Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
* Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
* Bachelor's degree or equivalent experience
* At least 2 years of sales, marketing, or customer service experience in the financialservices industry
* Strong knowledge of annuity, insurance or investment products preferred
* Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire
* Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
* Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
* Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
* Working knowledge of office automation tools; experience with contact management tools a plus
* Organizational, communication (verbal and written)
* Problem solving, mathematical, statistical, and analytical
* Strong interpersonal, telephone and presentation skills
* Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-LG1
$35k-56k yearly est. Auto-Apply 42d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Indianapolis, IN
Benefits:
401(k)
Bonus based on performance
Competitive salary
Paid time off
FASTSIGNS #240301 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
Position Overview
We are looking for a friendly and professional customer servicerepresentative who excels at building relationships and thrives in a fast-paced environment. The ideal candidate will bring B2B sales experience, strong communication skills, and a calm, solution-focused approach under pressure.
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Serve as the first point of contact for inbound calls, emails, and online inquiries
Prepare estimates, create proposals, and manage the sales process from inquiry to order fulfillment
Collaborate with the production and installation teams to ensure client needs are met
Contribute to daily team meetings and sales strategy sessions
Build and maintain long-term relationships with B2B clients
Make outbound calls and follow up with business clients to generate opportunities and close sales
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2+ years of experience in customer facing roles
Friendly, approachable personality with a professional demeanor
Strong communication skills via phone and email
Ability to stay composed and effective under pressure
Organized and detail-oriented, with the ability to manage multiple priorities
Comfortable with CRM systems, Microsoft Office, and email platforms
High school diploma or equivalent
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $18.00 - $25.00 per hour
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.
$18-25 hourly Auto-Apply 60d+ ago
Representative - Customer Service
Wesco 4.6
Finance service representative job in Greenfield, IN
As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed.
**Responsibilities:**
+ Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints.
+ Process payments for cash account customers.
+ Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
+ Back-up support to sales counter with walk in and telephone inquiries.
**Qualifications:**
+ High School Degree or Equivalent required
+ Associates' Degree (U.S.)/College Diploma (Canada) preferred
+ 2-4 years of relevant experience
+ Solid interpersonal skills that allow one to work effectively in a diverse working environment
+ Able to effectively communicate both verbally and in writing
+ Able to work well under pressure
+ Strong attention to detail
+ Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
+ Computer literate, including effective working skills of MS Word, Excel, and e-mail
At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on.
Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive.
Learn more about Working at Wesco here (******************************************************************* and apply online today!
Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company.
_Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _
_Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
$24k-33k yearly est. 35d ago
Customer Service Representative
Flow Control Group 4.1
Finance service representative job in Noblesville, IN
Responsibilities Answer all sales-related incoming calls and determine appropriate action Process quotes, orders, and delivery inquiries in an efficient and quick manner Provide prompt technical support to customers Work closely with outside sales account managers to assist with any customer needs
Maintain and develop relationships with customers and prospects
Adhere to and follow all appropriate sales processes and policies to ensure company meets sales and revenue goals
Provide prompt, courteous, and professional responses to customer/prospect service-related issues
Actively participate in sales meetings and training opportunities
Partner with outside sales team members to ensure we are responding to new business opportunities and prioritizing growth of new accounts
Develop in-depth product knowledge and stay current on all product changes
Qualifications
Technical aptitude with the ability to quickly learn product information
Excellent communication skills
Able to multi-task, be neat and detail-oriented and work quickly
Ability to both work/learn independently and collaborate with other teammates
An energetic and entrepreneurial attitude - be creative, adaptable & flexible
Desire to learn - be a "sponge", be inquisitive, seek and find solutions
Superior problem-solving skill set
Proficient computer skills, especially with Microsoft Office applications
$28k-35k yearly est. 36d ago
Part Time Associate Banker Indy Northeast (30 Hours)
JPMC
Finance service representative job in Fishers, IN
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.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$35k-75k yearly est. Auto-Apply 60d+ ago
Customer Service Representative Fueler/Washer
Dev 4.2
Finance service representative job in Indianapolis, IN
Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing 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: Penske Truck Leasing
Job Description4304 W Morris St, Indianapolis, IN 46241
What's the Job?
Ready to accelerate your career while helping our customers move forward? As a Customer ServiceRepresentative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile.
Why join Penske as a Customer ServiceRepresentative, you ask? It's simple. Maybe you've always had an interest in vehicle mechanics but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a diesel technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity.
It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward.
Main Responsibilities:
• Greeting our customers and making sure they have a great experience as you fuel and wash vehicles
• Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done
• Helping make sure our facilities are clean, safe environments for our customers and associates
• Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs
• Completing other projects and tasks as assigned by supervisor
Why Penske is for You:
We take pride in offering a competitive wage and great benefits.
This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work.
This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hourly rate.
Penske offers ongoing skills training for to our maintenance associates, so you can grow your career!
Career stability
Opportunity for growth
Excellent benefits, including paid time-off
Strong, well-rounded training on a variety of OEM equipment (Penske's Technician Certification Program is certified as a Continuing Automotive Service Education provider)
Advanced vehicle maintenance technology
Location and schedule flexibility
Qualifications:
• High school diploma (or equivalent)
• Valid driver's license
• Excellent customer service and communication skills
• The ability to work well as part of a team
• The ability and willingness to work outside
• Basic mechanical ability and tool usage (preferred)
• Basic computer skills
• The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management
• The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice.
• Regular, predictable, full attendance is an essential function of the job
• Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required.
This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others.
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period.
• The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls.
• The associate must be able to work safely at heights using applicable ladders and elevated working platforms.
• The associate must be able to safely work in all weather conditions.
• Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment.
• The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg.
Penske is an Equal Opportunity Employer.
PJ300
Job Category: Vehicle Maintenance/Mechanics/Technicians
Job Family: Vehicle Maintenance
Address: 4304 W Morris St
Primary Location: US-IN-Indianapolis
Employer: Penske Truck Leasing Co., L.P.
Req ID: 2330146
$27k-34k yearly est. 60d+ ago
CSR -Bilingual (2nd Shift)
Infinity Staffing Solutions 4.1
Finance service representative job in Greenfield, IN
TempToFT
Customer ServiceRepresentative
Starting Pay - $19.00
Hours: 5PM-1AM
Must be Bilingual
Responsibilities
Assigned individual customer accounts
Provide focused assistance by telephone, email, & Chat.
Providing information about orders, shipping/returns, and methods.
Keeping records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
Use basic order data processing systems to manage customer order requests
Use knowledge bases to share information about known issues.
Assists in the creation of order support documents, as required.
Working continuously on a task until completion (or referral to third parties, if appropriate).
Multi-tasking - prioritizing and managing multiple open items at one time.
Rapidly establishing a good working relationship with customers and other professionals, such as warehouse staff, Supervisors, and coworkers.
Addresses all internal and external customer issues and concerns in a professional and timely manner to achieve a successful resolution
Qualifications and Work Experience
Should be minimum OUTLOOK/EMAIL/PHONE ETIQUETTE
Should have at least 1 year of experience working in an office/data entry position.
Essential Skills
Excellent communication skills in English (verbal & written).
Excellent listening and questioning skills, combined with the ability to interact confidently with clients to establish what the problem is and explain the solution.
The ability to work in a team.
Problem-solving skills.
Strong customer focus.
Attention to detail.
Critical thinking
Should be flexible to assist where needed
Willing to adapt to change
$19 hourly 19d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance service representative job in Indianapolis, IN
FinancialServices Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica FinancialServices is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica FinancialServices.
$30k-48k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall-State Farm Agent
Finance service representative job in Indianapolis, IN
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused FinancialServicesRepresentative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financialservices preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client baseno cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financialservices, wed love to hear from you!
$30k-48k yearly est. 3d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Carmel, IN?
The average finance service representative in Carmel, IN earns between $25,000 and $59,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Carmel, IN
$38,000
What are the biggest employers of Finance Service Representatives in Carmel, IN?
The biggest employers of Finance Service Representatives in Carmel, IN are: