Financial Representative Trainee (Sales) - Indianapolis, IN
Finance service representative job in Indianapolis, IN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Sales Representative
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.
Client Service Representative - All Pet Starting at $14 to $20/ Hour
Finance service representative job in Indianapolis, IN
Client Service Representative
Facility: All Pet Express Health Care by Noah's
Schedule: Full Time - M-F 7:15am- 5:30pm
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 Service Representative (‘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!
All Pet Health Care by Noah's
Our All Pet Express Health Care by Noah's is a unique low cost, high volume, full-service practice. We believe everyone's pets are entitled to high quality care and seek to provide this to our local community. Through this clinic, we are directly involved in helping Indianapolis become a no-kill city by keeping pets out of shelters and with their families. All Pet Express Health Care allows our veterinarians to be creative and innovative in their treatment plans, have continual surgery experience and service the community all while being part of the larger Noah's organization. All Pet Express Health Care by Noah's is 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 veterinary clinic related experience required with client service preferred.
Future Positions
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.
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Full Time Registered Rep (retirement planning)
Finance service representative job in Carmel, IN
Job DescriptionDescription:
Jurs Insurance and Financial Services, Inc., a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial 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 Financial Services industry, and be willing to work primarily around these locations and a home office.
As a Financial Services Representative, 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 in financial 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 Financial Services Representative
• 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 Financial Services Representative.
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 financial services 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.
Customer Service Rep Exempt
Finance service representative job in Lebanon, IN
Job Summary: As a Customer Service Representative, 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 Service Representative 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.
Hourly Trader
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.
Auto-ApplyHourly Trader
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.
Auto-ApplyCustomer Service Representative
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 Service Representative 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 service representative 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 Service Representative 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 Service Representative:
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.
Auto-ApplyRelationship Banker II | Carmel
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 financial services 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.
Auto-ApplyCommercial Services Officer
Finance service representative job in Fishers, IN
Education
A B.S or B.A degree in a related field normally required; specialized banking education and training.
Experience
A minimum of five (5) years of experience in related positions normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of the features and benefits of all bank commercial products and services.
A working knowledge of bank operating policies and procedures which impact commercial services.
Valid driver's license.
Role and Responsibilities
Responsible for developing and managing the commercial and industrial loan relationships; achieving customer service goals as established in the Commercial Services Department's annual operating plan.
Essential Duties
Develops and manages the commercial and industrial loan relationships which are typically the largest and most complex by performing the following:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Commercial Services Department's annual marketing/sales plan.
Solicits new business from present and prospective customers; interviews applicants; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports.
Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
Serves as a member of the bank's sales team, e.g., Sales Managers; makes group sales calls where these types of calls will improve the opportunity for new business development.
Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs.
Collects and analyzes financial, credit, and related information; provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority; negotiates provisions and structures of loans.
Makes presentations to appropriate loan committee.
Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems including loan policy.
Maintains a working knowledge of bank operating policies and procedures which impact commercial services.
Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers.
Monitors loan repayment activities.
2. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Services Department's annual operating plan.
3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
5. Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
7. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy.
8. Maintains appropriate records and provides assigned reports.
9. Actively participates in community activities in a manner which reflects favorably on the bank.
Ancillary Duties
1. May attend sales and trade meetings as a bank representative to develop new business and to gain information and leads on new business relationships.
2.Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location.
Occasionally positions self to accomplish tasks in various environments including tight and confined spaces.
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Occasionally exposed to outdoor elements such as precipitation and wind.
Occasionally has to work around noisy environments.
Sedentary work that primarily involves sitting/standing.
Auto-ApplyInbound Financial Sales Representative
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 financial services 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 3 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-JL1
Auto-ApplyCustomer Service Representative Fueler/Washer
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 Service Representative 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 Service Representative, 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
Part Time Associate Banker Indy Southeast (30 hours)
Finance service representative job in Indianapolis, IN
We have an obsession 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
Auto-ApplyClient Financial Service Rep
Finance service representative job in Indianapolis, IN
Client Financial Services Representatives hold a key role in the Revenue Cycle. This position is responsible in managing all facets of insurance, client and grant billing, payment posting, charge follow up and customer service to include answering client inquiries.
Why Greenwood?
Greenwood offers the perfect balance of small-town charm and big-city convenience. Nestled just south of Indianapolis, this thriving community provides an exceptional quality of life with plenty to explore and enjoy:
Local Landmarks: Visit Freedom Springs Aquatic Park for summer fun, tour the historic Polk Community House, or discover unique finds at the Greenwood Park Mall.
Outdoor Escapes: Stroll through Craig Park, hike the scenic trails at Westside Park, or enjoy a peaceful picnic at City Center Park.
Culinary Delights: Indulge in Greenwood's growing food scene, from cozy cafes and locally-owned eateries to craft breweries and sweet shops.
Festivals and Community Events: Celebrate local culture at Freedom Festival, the Greenwood Farmers Market, or one of the many seasonal events held throughout the year.
Family-Friendly Amenities: Enjoy the Greenwood Community Center, kid-friendly parks, and excellent schools in a safe, welcoming environment.
With its affordable living, strong sense of community, and easy access to Indianapolis, Greenwood is a wonderful place to live, work, and grow
Essential Job Functions:
Assures coding is compliant with billing and coding guidelines and according to contract.
Submission of insurance claims to clearinghouse/Department of Mental Health or individual insurance companies electronically or via paper CMS-1500 form in a timely manner.
Follows up with insurance payers on unpaid, denied or rejected claims.
Manually enter charges in electronic health record.
Resolves issues and resubmits or appeals claims.
Utilize insurance websites, provider portals, send secure messages and make phone calls.
Prepare charge invoices for non-insurance payers.
Run reports.
Timely review and follow up to all insurance inquiries and correspondence.
Document procedure/processes.
Knowledge, Skills, and Abilities:
Experience or knowledge of insurance billing/collection practices, preferred.
Familiarity with CPT and ICD-10 coding.
Knowledge of EFTs, EOBs and basic understanding of medical and insurance terminology, preferred.
Strong communication skills and strong customer service skills.
Detail oriented and ability to prioritize work.
Perform tasks effectively and with accuracy.
Strong analytical skills.
Basic math and data entry typing skills, including 10 key.
Proficiency in Microsoft Word and Excel.
Ability to work both independently and as part of a team.
Positive, friendly, approachable disposition.
Ability to read and interpret policies and procedures and follow instruction.
Experience and Education Qualifications:
High school diploma or GED
Supervisory Requirements:
None
Employment Requirements:
Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.
Completion of New Hire Orientation at the beginning of employment.
All training requirements including Relias at the beginning of employment and annually thereafter.
Current driver's license, acceptable driving record and current auto insurance.
Physical Requirements:
Position Perks & Benefits:
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
Top-notch training: initial, ongoing, comprehensive, and supportive
Career mobility: advancement opportunities/promoting from within
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Adult & Child Health is a Smoke and Tobacco Free Workplace.
Position Perks & Benefits:
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
Top-notch training: initial, ongoing, comprehensive, and supportive
Career mobility: advancement opportunities/promoting from within
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Adult & Child Health is a Smoke and Tobacco Free Workplace.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
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 Financial Services Representative 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 financial services 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 financial services, wed love to hear from you!
IN-Financial Services Sales Representative (1099)
Finance service representative job in Indianapolis, IN
Financial Services 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 Financial Services 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 Financial Services.
Customer Service Representative
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
Financial Representative
Finance service representative job in Indianapolis, IN
Financial Representative - Indianapolis, IN
As business owners, Financial Representatives at Northwestern Mutual Indianapolis, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Customer Service Representative
Finance service representative job in Indianapolis, IN
Job DescriptionBenefits:
Competitive salary
Paid time off
Training & development
What You Will Receive Please be aware this job is not remote you would need to report to the office in Speedway every day
Earn competitive pay depending on your skills, experience and availability
Work during traditional business hours M-F 8-5 No Weekends
Professional small office with a friendly touch
Paid training on working software
Business casual attire atmosphere
Paid vacation, paid personal days for family needs and holidays.
Owner very flexable to suit candidates needs
Very small two person office does not provide insurance
Bonus potential based on performance
Advancement potential to assistant office manager, office manager and general manager
Yearly pay increases
Responsibilities
Dedication to excellent customer service
Able to manage small business details while working independently
Manage time and responsibilities - scheduling, customer support, job tracking, billing, staff communications, phone calls, etc.
Experience handling projects to completion
Ability to multi-task in a high stress environment
Qualifications
Strong telephone and written communication skills.
Strong Computer skills
Outgoing personality; enjoys working with people
Confident with typical office equipment and computer skills - especially Microsoft products such as Outlook, Excel, Word, CRM, etc.
(1+) years experience working in a Call Center or Customer Service Role preferred
Knowledge of home repair and light remodeling a plus
Handyman Connection of Indianapolis is locally owned and operated. We are a well-established home improvement company dedicated to excellent customer service and quality workmanship. We are a fast paced local office of an International Franchise with an opening for a full time Customer Service Representative. Our customers are seeking additional office support for our growing business.
We are now seeking a top-notch Customer Service Representative who can take on the role of keeping our craftsmen and customers on track! In this position, we are looking for the best of the best in Indianapolis to take on this fun and challenging role! This person will have an upbeat attitude and willingness to help the team.
If you're looking for a customer service representative role AND the opportunity to work with a great group of people, reach out today to find out more about the team at Handyman Connection of Indianapolis