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  • Industrial & Rental Services IB Associate - Baltimore

    Oppenheimer & Co Inc. 4.7company rating

    Finance service representative job in Baltimore, MD

    A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr
    $47k-71k yearly est. 4d ago
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  • Personal Lines Insurance CSR

    Summit Bridge Partners 4.5company rating

    Finance service representative job in Baltimore, MD

    Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions
    $50k-70k yearly 3d ago
  • Head of Member Experience

    Hassle Free Home Services

    Finance service representative job in Rockville, MD

    The Head of Member Experience serves as the strategic leader responsible for operational excellence, technology enablement, and a seamless, high-quality member experience. This role ensures team efficiency and continuous improvement across all service channels, acting as the bridge between Member Services, agentic agents, and leadership to translate on-the-ground insights into strategic action. Results Expected Leadership Execute our vision for seamless members experience that delivers Four Seasons like service across member communications, scheduling and onboarding Partner with other department leaders to ensure member issues are handled thoughtfully, on-time, in-full, including Sales & Marketing, Finance, and Market Leaders Hire and train team members that fit with our culture and deliver to our expected service levels Member Communications Continuous improvement of agentic responses for accuracy and next step decision from member tickets in Gorgias, building on prompting and structure created by the technology team Assist dev team in improving automated AI responses by contributing scenarios for the prompting and fine tuning responses. Work with dev team on defining rule sets for ticket assignments in Gorgias Audit customer communications (email, phone, chat, etc.) to ensure tone, accuracy, and consistency with brand standards Includes the monitoring of an “urgent” folder we're creating w/ AI Process Identify process issues and recommend improvements to streamline scheduling, onboarding, QA, and communication workflows. Technology Enhance Quiq messaging logic and communication flows to deliver accurate, relevant, and human-like responses to customer inquiries. Identify and lead integration opportunities between Quiq and Airtable (i.e. turning Quiq messages into Airtable repairs, merging Quiq conversations into the Member Comms section in Airtable, etc.) Evaluate and improve the customer portal (Softr) to improve usability, design, and overall member experience. Develop and maintain internal tech documentation and “how-to” guides for team tools (Quiq, Airtable, Gorgias, Softr). Customer Support Run point on high touch customer situations (escalations) that require triage and careful problem solving to maintain customer satisfaction. Define clear triggers and pathways (escalation protocols) for when issues should move from frontline reps to leadership. Metrics/Reporting KPI Development: Define and analyze KPIs for Member Services operations to measure onboarding efficiency, communication turnaround, and customer satisfaction, translating data into actionable insights. Create dashboards/reporting for leadership visibility on the above performance metrics. #J-18808-Ljbffr
    $31k-46k yearly est. 2d ago
  • Financial Services Representative

    MJ Morgan Group 3.6company rating

    Finance service representative job in Bel Air, MD

    Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!
    $26k-31k yearly est. 3d ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    Finance service representative job in Baltimore, MD

    Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $58k-104k yearly est. 31d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Finance service representative job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools Stay current on global market structure developments, regulatory changes, and trading innovations Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance Assist with management of CSA budget and bundled research arrangements Produce and be able to present on quarterly best execution and board reporting Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications 10+ years of global equity trading experience across global markets and managing firm risk Proven leader and self-starter requiring limited oversight Ability to work rotational overnight shifts to support global trading operations Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies Collaborative and proactive mindset with strong interpersonal skills Comfortable working in a fast-paced, deadline-driven environment Familiarity with compliance regulations regarding best execution and fair allocation practices Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: Strategic thinker with a passion for global equity, capital markets, and ETFs Demonstrable history of success in former roles Flexible and adaptable Detail oriented with strong analytical skills Superior communication skills Ability to maintain composure and focus through stressful situations Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations Easily viewed as a trustworthy and dependable team player Self-confidence Fair and balanced in negotiating complex situations A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, Towson Station, Towson, Maryland

    JPMC

    Finance service representative job in Towson, MD

    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.
    $61k-125k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Kathy Schultze-State Farm Agent

    Finance service representative job in Frederick, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm Location: Frederick, PA Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers. Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers to ensure satisfaction. Provide prompt, accurate, and friendly customer service. Maintain a strong work ethic with a commitment to success each day. Participate in training and development programs to enhance sales skills and product knowledge. Requirements: Sales experience preferred; willing to train the right candidate. Excellent communication, interpersonal, and negotiation skills. Self-motivated and goal-oriented with a strong drive to succeed. Ability to work in a team environment. Desire to learn about insurance products and services. Must be eligible to obtain insurance licenses (we will assist with licensing process). Benefits: Competitive base salary plus commission and bonus potential. Comprehensive training and development programs. Health benefits package and retirement options. Paid time off and holidays. Opportunity for career advancement into agency ownership. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals. Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace. About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
    $30k-54k yearly est. 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    Finance service representative job in Bethesda, MD

    I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
    $30k-54k yearly est. 12d ago
  • Northwestern Mutual Financial Representative

    Northwestern Mutual-Frederick 4.5company rating

    Finance service representative job in Frederick, MD

    Job Description We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we'll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation: $75,000 - $90,000 yearly Responsibilities: Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs Stay abreast of any changes in the financial industry that may impact the clients in your portfolio Create customized financial plans for each client based on their evolving financial needs Expand our prospective customer base and market our financial products through referrals Assess each client's financial information to make strategic product, plan, and investment Qualifications: Needs to have the ability to market and network with potential clients Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Eagerness to learn about the financial industry and our various offerings and products About Company Northwestern Mutual is ranked #109 on the Fortune 500 (2025) and has been helping individuals and businesses build lasting financial security for over 165 years. With nearly $700B in assets managed, $38B+ in annual revenue, and $2.4T of life insurance protection in force, we serve over five million clients with industry-leading insurance, investment, and financial planning solutions. We're also proud that 763 of our financial advisors were recognized on the 2025 Forbes America's Top Financial Security Professionals and Best-in-State list-reflecting the strength and credibility of the advisors who represent our firm. Our award-winning training and leadership development program supports 8,500+ advisors nationwide, combining expert mentorship, real-world practice support, and a modern digital experience so you can build a career that truly helps people plan for what matters most.
    $75k-90k yearly 24d ago
  • Financial Services Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Finance service representative job in Kensington, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM
    $30k-54k yearly est. 30d ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott McGrew-State Farm Agent

    Finance service representative job in Ellicott City, MD

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Signing bonus Training & development Tuition assistance ROLE DESCRIPTION: At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way. As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred but not required. Analytical and communication skills are a must. FINRA Series 6 and 63 licenses preferred. Life and Health license preferred.
    $30k-55k yearly est. 6d ago
  • Part-Time Patient Financial Services Rep

    1776 S. Queen St.

    Finance service representative job in York, PA

    At OSS Health, our mission is to continually strive to be the healthcare leader in quality, innovation and value. We make every effort to understand and exceed the expectations and needs of our patients. We are committed to providing an environment that is safe, respectful, and dignified at all times. Joining OSS Health means joining a culture of excellence and teamwork, with a strong focus on employee development and community support. OSS Health offers a great work environment, professional development opportunities, meaningful careers, and competitive compensation. Are you ready to provide a 5-star “OSSOME” experience? Apply today! JOB SUMMARY: The basic function of the Patient Financial Services Representative is to work closely with the AR Department and Business Office to ensure timely claim submission and account follow-up, and to work closely with our patients to ensure 5-star customer service. SCHEDULE: Monday-Friday 10:00am - 2:00pm (20 hours/week, not eligible for benefits) Hybrid - up to 1 day per week onsite ESSENTIAL DUTIES AND RESPONSIBILITIES: Reviews and refers delinquent accounts for Collections. Processes checks received at OSS locations for daily deposit. Discusses payment arrangements with patients for outstanding patient balances. Runs reports of Daily Hospital Facility charges to ensure all charges are captured. Closes daily charges. Provides as-needed support for other patient accounting functions and special projects. Prepares patient statements. Processes account Insurance and personal refunds. Answers the billing hotline in a timely manner and assist patients who have billing questions and complaints. Acts as a resource for internal customers concerning billing support. Serves as a resource for newly hired staff and new members of the department. Processes requests for billing records from patients, third parties and law offices, following HIPAA guidelines. Resolves account To Dos in the billing system. Reviews and resolves Billing Group emails. Monitors incoming faxes in system and on manual fax machine. Demonstrates good judgment in safeguarding OSS information to include confidentiality of all medical and patient information. Follows all policies and procedures of OSS. Other duties as assigned. EDUCATION: High school diploma or equivalent is required. An Associate's degree from a Medical Billing program is preferred. EXPERIENCE AND QUALIFICATIONS: Two years of experience in insurance and billing procedures is preferred. Professional certification through HFMA or AAHAM required. Must possess excellent organizational and time management skills. Must be able to prioritize duties and communicate directly with patients, physicians, co-workers and vendors. Must have professional telephone etiquette and have professional and effective communication skills. Excellent computer skills required. Must be able to work with internet options for claims processing and status checks. Experience with Medent or CPSI software preferred. Must possess excellent working knowledge of medical insurance and billing procedures with understanding of HMO, PPO and indemnity plans. Must have working knowledge of entire billing process. Must be a team player and willing to work with all staff to get the job accomplished. Must maintain a cooperative working relationship with all co-workers and patients and handle difficult situations tactfully. In-depth understanding of contracts and proper payment methodology. Must have the ability to review and understand written material pertaining to Orthopedics and health care, including terminology and reimbursement issues.
    $29k-54k yearly est. 12d ago
  • Private Banker 2

    First National Trust Company

    Finance service representative job in Baltimore, MD

    Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Compensation Grade: EXT11 Pay Range: $91,858.00 - $153,088.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-84k yearly est. Auto-Apply 60d+ ago
  • Private Banker 2

    First National Bank (FNB Corp 3.7company rating

    Finance service representative job in Baltimore, MD

    Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Compensation Grade: EXT11 Pay Range: $91,858.00 - $153,088.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $34k-38k yearly est. Auto-Apply 60d+ ago
  • Main Banker II - Full-Time - Maryland

    Maryland Live! Casino & Hotel

    Finance service representative job in Severn, MD

    Min Compensation USD $17.00/Hr. Max Compensation USD $17.00/Hr. Why We Need Your Talents: As a Main Banker you will be responsible for delivering exceptional gest service while performing all casino cage transactions. You will assist in Cash control and disbursement for the casino bank which we call the vault or the cage! Assisting in the daily shift functions of the cage will ensure that guests have an enjoyable gaming experience. Compensation: $17/hr + tips! Responsibilities Where You'll Make an Impact: * Servicing all cashiers and team member exchanges throughout the shift. * Keeping cash drawer balanced and impressed. * Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs. * Accurate record-keeping in all aspects of duties and responsibilities. * Answering customer questions in a courteous and professional manner. * Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions. * Making exchanges with Main bank, Marker bank, and Chip bank. * Responsible for cashing out customers, giving correct change. * Become familiar with the casino credit application process. * Cleaning/washing of chips. Skills to Help You Succeed: * Ability to * Effectively communicate * Read, write and understand basic instructions. * Complete, perform and understand basic mathematical functions. * Must be able to distinguish between colors * Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls. * Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. * Ability to perform assigned job duties under frequent time pressures in an interruptive environment. * Flexible work schedule. Qualifications Must-Haves: * A high school diploma or GED equivalent. * One (1) year cashier or banking experience preferred. * Must be able to obtain and maintain the necessary license as mandated by the Maryland Lottery and Gaming Control Agency. Physical Requirements: * Ability to: * Work at a fast pace in stressful situations. * Stand for entire shift. * Lift, push, or pull up to 50lbs. * Stoop, bend, and squat. * Must be able to work in a location with loud noise and visual distractions. What We Offer Perks We Offer You * Comprehensive group health benefits for full-time and part-time Team Members and their eligible dependents. Other benefits for full-time and part-time Team Members include: * Free Basic Life Insurance * Free Short Term & Long-Term Disability * Generous retirement savings options * Paid Time Off * Tuition Reimbursement * On-site Wellness center for Team Members and eligible dependents (Maryland Property only) * Training and pathways for career growth * Robust Rewards & Recognition Programs * Annual Merit Based Pay Increases * Discretionary Performance Bonuses * Discretionary Service Bonuses * Free parking * Free food and discounted meals * Live! Hotel, Food & Beverage, and Entertainment Discounts Life at Live! Individuals chosen to be part of the Live! Team can expect: * To be part of an exciting experience unlike any other in the market. * To be given the power and responsibility to put service and community first. * To come together as a strong team, while valuing and celebrating our diversity. * To be given the tools, resources, and opportunity to grow in their career. * To work hard and have fun. * Live is a 24 hour /7 days per week high energy casino with a culture committed to fairness, teamwork, and most importantly FUN. * The casino is large and fast paced, requiring the ability and energy to move about it with a true sense of urgency! * Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises. * You will work in an environment where smoking is allowed.
    $17 hourly Auto-Apply 2d ago
  • Commercial Lines Client Service Rep

    Summit Bridge Partners 4.5company rating

    Finance service representative job in Baltimore, MD

    About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks
    $60k-80k yearly 3d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Finance service representative job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker Columbia Town Center, Columbia, Maryland

    JPMC

    Finance service representative job in Columbia, MD

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion 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 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 and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn 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 Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience 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
    $61k-124k yearly est. Auto-Apply 60d+ ago
  • Financial Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Finance service representative job in Derwood, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires bilingual Spanish^ Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM
    $36k-73k yearly est. 17d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Mays Chapel, MD?

The average finance service representative in Mays Chapel, MD earns between $23,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Mays Chapel, MD

$40,000

What are the biggest employers of Finance Service Representatives in Mays Chapel, MD?

The biggest employers of Finance Service Representatives in Mays Chapel, MD are:
  1. MJ Morgan Group
  2. Dane Spealman-State Farm Agent
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