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  • Route Service Representative

    Wildman 4.2company rating

    Finance service representative job in Indianapolis, IN

    Exciting Opportunity: Route Service Representative Are you ready to elevate your sales career? We're looking for a passionate and driven Route Service Representative to join our dynamic team. This role is pivotal in growing and maintaining an established service route while building relationships with clients. If you're a self-starter who thrives in a fast-paced environment, we want to hear from you! Why Join Us? Impactful Role: Your work will directly contribute to our mission of "Changing Lives." Your efforts will make a significant difference to our clients' success. Competitive Compensation: Enjoy a base salary complemented by a weekly commission structure, along with opportunities for quarterly bonuses. As part of our incentive programs, you can aspire to be a Circle of Excellence Club or President's Club winner, which includes exclusive trips for two. Our attractive commission structure and unique perks are designed to reward your hard work and dedication. Growth Opportunities: We invest in your development with comprehensive training programs, mentorship, and clear paths for advancement. Supportive Culture: Be part of a collaborative team that values your ideas, fosters innovation, and encourages personal and professional growth. Work-Life Balance: Enjoy a healthy balance between your professional and personal life, along with additional benefits like our dream manager program that support your well-being. Training and Development: Benefit from a robust onboarding process and ongoing professional development opportunities to sharpen your skills and enhance your career. Typically, a four-day work week - Monday - Thursday Compensation: Training Wage: Base of $52,000 Once a route is assigned: Base of $52,000 + Commission. Typical compensation ranges from $55,000-$70,000 annually. This position is a four-day Monday through Thursday average work week. Key Responsibilities: Execute delivery of new/clean products and pick up of used products daily in company truck Track customer inventory for correct delivery and billing using company provided handheld computer; assist in issues concerning route customers Customer focused; shows ability to create and demonstrate value to the customer Complete end of the day administrative tasks including unloading the truck and preparing for next day's route Actively drive customer retention and increase route revenue by expanding customer relationships Promotes a safe working environment and ensures compliance with all Company and regulatory requirements (DOT). Qualifications: Proactive & Motivated: You're a self-starter with a commitment to excellence and high standards. Communication Skills: Strong written and verbal communication skills are a must. Organizational Skills: Ability to manage priorities and workflow, demonstrating strong problem resolution skills. Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well. Team Player: Creative, flexible, and innovative with the ability to work independently and collaboratively. Tech Savvy: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Ability to learn/navigate ERP system including usage on desktop and PDA. Education & Experience: High school diploma or General Education Degree (GED) required. (2-3 years driving/delivery, customer service, or sales experience preferred) Physical Requirements: This is a physical job. All ASRs must be able to lift 50 lbs. unassisted, and be able to stand, bend, stoop, squat, kneel, twist, lift, push and walk Must be able to safely drive a truck/step van with ease and be able to sit for extended periods of time while driving the delivery truck Exposure to outside air temperatures during all seasons, including extreme heat/humidity during summer months and extreme cold during winter season. Role Requirements: Requires a For-Hire Endorsement. Must pass and maintain a DOT physical and a drug/alcohol screening prior to employment. Must meet and maintain insurability requirements. MVR to be checked periodically. Possible background check or safety training needed for some client facilities. Ability to remain organized, multi-task and balance incoming customer requests/issues in a fast-paced environment 21 years of age or 3+ years of professional driving experience
    $55k-70k yearly 5d ago
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  • Customer Service Representative

    Ledvance

    Finance service representative job in Westfield, IN

    LEDVANCE is a worldwide leader in innovative lighting products as well as intelligent and connected lighting solutions (Smart Home). The company emerged from the classical lighting business of SYLVANIA and combines traditional general illumination with modern, forward-looking lighting technology. LEDVANCE has very stable, long-standing customer relationships and a powerful distribution network with excellent market access around the globe. We know all the requirements of the general illumination market and cater for the individual demands of our direct and indirect customers. We are seeking a reliable and customer-focused Customer Service Representative to join our team. In this role, you will handle inbound and outbound interactions for internal and external customers across phone, email, and chat channels, providing timely support, resolving issues, and delivering an excellent customer experience. Key Responsibilities Include: Handle customer inquiries via phone calls, emails, and live chat in a professional and courteous manner. Resolve customer issues efficiently by identifying needs, researching solutions, and following up as needed Provide clear and accurate information about products, services, policies, and procedures Escalate complex or unresolved issues to appropriate teams when necessary Meet or exceed performance metrics such as response time, customer satisfaction, and quality standards Maintain a positive, empathetic, and solution-oriented approach in all interactions Qualifications Include: High School diploma plus minimum 3 years relevant experience required. AS preferred. Strong verbal and written communication skills Comfortable handling multiple communication channels (calls, emails, and chats) Basic computer skills and ability to learn new systems quickly Strong problem-solving and active listening skills as well as the ability to apply critical thinking. A positive attitude and customer centric focus Preferred Skills & Competencies Ability to multitask and manage time effectively in a fast-paced environment Typing proficiency and experience Conflict resolution and de-escalation skills Dependable, punctual, and team-oriented Other Relocation and/or work sponsorship are not available with this position. Hours are Monday - Friday, 8:00 AM to 5:00 PM, with up to three days per week remote.
    $27k-35k yearly est. 2d ago
  • Part Time (30 Hours) Associate Banker Northwest Plaza, Muncie, IN

    JPMC

    Finance service representative job in Muncie, IN

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $35k-76k yearly est. Auto-Apply 60d+ ago
  • Future Positions

    Reveal Risk

    Finance service representative job in Carmel, IN

    Job Description Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork. If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise. What We Look For: Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more. A proactive and solution-oriented mindset, with a passion for simplifying complex challenges. Team players who thrive in dynamic, collaborative environments. Why Join Us? Be part of a boutique firm where your contributions make a direct impact. Work with a team of passionate experts dedicated to delivering exceptional client results. Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth. Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future! Ready to Connect? Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking. Powered by ExactHire:156623
    $57k-103k yearly est. 24d ago
  • Client Service Representative Nights - FT - Central

    Noah's Animal Hospitals 3.7company rating

    Finance service representative job in Indianapolis, IN

    Job Description Client Service Representative Nights Facility: Noah's Animal Hospital & 24-Hour Emergency Center Schedule: Full Time - Nights 2p-11p or 3p-12a, Weekend Rotations required At Noah's Animal Hospitals the needs of the pet and pets' family come first. Our levels programs are the first of their kind in the state of Indiana and is a source of pride for all employees. We believe through development we will be empowered to be more, do more, and thrive in our environments, leading to a more successful career. As a Client 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! Noah's Animal Hospital & 24-Hour Emergency Center Noah's 24-Hour Animal Hospital is a general and emergency practice under the same roof! We are proud to be accredited by the American Animal Hospital Association, a designation that we believe demonstrates our unwavering commitment to veterinary excellence. Benefits Our valued staff members of Noah's Animal Hospitals receive the following benefits: Industry Leading Pay with opportunities for bonus, overtime, and increases Paid Time Off Paid Holidays Comprehensive Benefits (Health, Vision and Dental) $100 Scrub Allowance Discounts on services provided and products dispensed for your own personal pets An Employee Assistance Program - for you and your household Additional options include 401k, short-term/long-term disability, LifeLock, and supplemental life Compensation for Continuing Education and License Renewal after 1 year of employment Multi-Level Development Program designed to systematically increase knowledge and skillset and a team that always has your back Our Core Values: Compassion Easy to do Business With Passion Integrity Memorable Client Experiences Excellence Helpful The Right People Qualifications High School Diploma or equivalent required. One-year related experience required with client service preferred.
    $24k-33k yearly est. 30d ago
  • Relationship Banker II | Carmel

    First Busey Corporation 4.5company rating

    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.
    $18-21 hourly Auto-Apply 60d+ ago
  • Representative - Customer Service

    Wesco 4.6company rating

    Finance service representative job in Greenfield, IN

    As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. **Responsibilities:** + Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints. + Process payments for cash account customers. + Research and resolve customer problems, acting as the customer liaison between other departments when necessary. + Back-up support to sales counter with walk in and telephone inquiries. **Qualifications:** + High School Degree or Equivalent required + Associates' Degree (U.S.)/College Diploma (Canada) preferred + 2-4 years of relevant experience + Solid interpersonal skills that allow one to work effectively in a diverse working environment + Able to effectively communicate both verbally and in writing + Able to work well under pressure + Strong attention to detail + Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times + Computer literate, including effective working skills of MS Word, Excel, and e-mail At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (******************************************************************* and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company. _Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _ _Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
    $24k-33k yearly est. 60d+ ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    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.
    $18-25 hourly Auto-Apply 60d+ ago
  • Full Time Registered Rep (retirement planning)

    Jurs Insurance and Financial Services Inc.

    Finance service representative job in Carmel, IN

    Job DescriptionDescription: Jurs Insurance and 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.
    $60k-140k yearly 16d ago
  • Inbound Financial Sales Representative

    Group1001 4.1company rating

    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 State Life and Health licenses preferred or obtain within 45 days of hire * Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills * Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone * Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills * Working knowledge of office automation tools; experience with contact management tools a plus * Organizational, communication (verbal and written) * Problem solving, mathematical, statistical, and analytical * Strong interpersonal, telephone and presentation skills * Ability to adapt quickly to change and consistently demonstrate strong attention to detail Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-LG1
    $35k-56k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative Fueler/Washer

    Dev 4.2company rating

    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
    $27k-34k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Elizabeth Marshall-State Farm Agent

    Finance service representative job in Indianapolis, IN

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused 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!
    $30k-48k yearly est. 31d ago
  • IN-Financial Services Sales Representative (1099)

    Tomorrow's Recruiting

    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.
    $30k-48k yearly est. 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Muncie, IN

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-18 hourly Auto-Apply 19d ago
  • Customer Service Representative(Account Management)

    Precoat Metals 4.4company rating

    Finance service representative job in Greenfield, IN

    Since 1961, Precoat Metals (**************** has been setting the standards in the coil coatings industry worldwide. We are committed to this level of quality in both our product line and customer service, and focus our resources on investigating and implementing new coil coating technologies, developing unique coatings, ink and film systems, and designing multifaceted prints while reducing the cycle time to market. We are able to achieve this "culture of excellence" thru the hard work and talent of the people on our team. Job Description Your previous customer service/account management experience in a fast paced environment make you the perfect candidate to fill the open position we have due to an upcoming retirement. You will be based at our Greenfield, IN facility and will work cooperatively with customers & members of the production and distribution team to grow existing customers,support new customers and meet or exceed monthly sales quotas at the appropriate gross margin while increasing customer satisfaction. In addition to being the representative of our customer and their advocate, you will: Generate new & repeat sales by providing product and technical information in a timely manner Determine customer requirements and expectations in order to recommend specific products and solutions Present price, credit and terms in accordance with standard procedures and customers' profitability profiles Accurately process customer transactions such as orders, quotes or returns Provide accurate information regarding scheduling and availability of items Obtain and provide accurate information relating to shipment dates and expected date of delivery Proactively recommend items needed by customers to increase customer satisfaction and improve transaction profitability Increase sales and average order size by means of cross-selling, up-selling, add-on sales Educate customers about terminology, features and benefits of products in order to improve product related sales and customer satisfaction Monitor scheduled shipment dates to ensure timely delivery and expedite as needed Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaint Remain current on consumer preferences, changes in local codes and product developments Setup and maintain customer files Identify trends in customer satisfaction or dissatisfaction Manage time effectively, meet personal goals and work effectively with other members of the team Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software Follow company policies and procedures Present a professional image at all times to customers and vendors Conduct ongoing customer needs, analysis, research of customer requirements through first party resources. Complete contact activity reports Assist in sales projects like price increases etc. Qualifications You will bring your High School diploma or equivalent and 2-5 years of customer service or inside sales experience, preferably in an industrial setting along with being a highly motivated self-starter who is articulate, persistent & outgoing with a professional demeanor to the team. In addition to: Must be able to work in a team-oriented, fast-paced, sales environment Provide track record of consistently achieving or exceeding goals Proficient to advanced computer skills with Microsoft applications, Word, Excel and Outlook Superior customer service & selling skills. Superb communication and interpersonal skills Strong organizational skills with the ability to prioritize & multi-task Detailed oriented & able to work independently Customer focused with exceptional telephone sales ability Additional Information We are an Equal Opportunity Employer. M/F/Disabled/Veterans Precoat Metals is a Drug Free Workplace INDHP We are an Equal Opportunity Employer. Precoat Metals is a Drug Free Workplace
    $30k-36k yearly est. 1d ago
  • Customer Service Representative (CSR)

    Handyman Connection 4.5company rating

    Finance service representative job in Fishers, IN

    Benefits: Bonus based on performance Flexible schedule Opportunity for advancement Training & development Organized. Personable. Detail-Oriented. Does This Sound Like You? At Handyman Connection, our Customer Service Representatives (CSRs) are the heart of our business. You're often the first voice customers hear when they reach out to us, and you play a key role in delivering our brand promise. From scheduling jobs and managing customer relationships to supporting our Craftsmen in the field, this is a fast-paced, rewarding role where no two days are the same! We take pride in Delivering on Our Commitments, Respecting the Connections, Taking Pride in Our Work, and Practicing Continuous Improvement. If you're someone who thrives in an organized, customer-driven environment and enjoys helping people, we want to hear from you! Why Join Handyman Connection? Be the Backbone of a Successful Business - You'll play a crucial role in keeping our operations running smoothly. Competitive Pay + Performance Bonuses - We offer $19-$21 per hour (depending on experience), plus incentives based on goals you can control. Enjoy a Fast-Paced & Rewarding Role - If you love variety, talking to people, and organizing schedules, this job will keep you engaged. Gain Valuable Experience in Business Operations - Work with industry professionals, develop sales and customer service skills, and grow within the company. Flexible Scheduling - Full-time or part-time options available, with work-from-office opportunities. Supportive Team Environment - Our office staff, Craftsmen, and franchise owner work as a team, and you'll be a vital part of that success. Technology That Works for You - Use state-of-the-art scheduling and customer management software to stay organized. What You'll Do as a CSR: Answer & Manage Incoming Calls - You'll be the first point of contact for customers, handling questions, job requests, and appointment scheduling. Schedule & Coordinate Jobs - Work with customers and craftsmen to schedule work orders efficiently, ensuring the right craftsman is matched to the right job. Outbound Customer Calls (Sales & Follow-Ups) - Follow up on estimates, incomplete jobs, and customer satisfaction to help convert leads into booked jobs. Use Approved Call Scripts - Ensure a consistent and high-quality brand experience for every customer interaction. Track & Maintain Job Scheduling Data - Use Dispatch & ClientTether software to enter accurate customer and job details. Handle Customer Service Requests & Complaints - Address customer concerns professionally and efficiently to maintain positive relationships. Support Craftsmen & Office Team - Communicate job details to craftsmen in the field, keeping operations running smoothly. Keep Data Clean & Organized - Maintain accurate customer records, job notes, and scheduling information to ensure seamless follow-ups and reporting. Meet or Exceed Sales & Customer Satisfaction Goals - Work towards monthly booking goals and customer satisfaction targets that contribute to business success. What We're Looking for in a CSR: Strong Communication & People Skills - You're a great listener and communicator, both over the phone and in writing. Friendly & Professional Demeanor - You make customers feel welcome and help them feel confident in choosing Handyman Connection. High Attention to Detail & Organization - You're able to juggle multiple tasks, keep schedules organized, and enter accurate data. Comfortable Making Outbound Calls - You don't mind following up with customers, confirming job details, and encouraging booked estimates to turn into paid jobs. Proficient with Basic Software & Technology - Experience with Microsoft Outlook, Excel, Word, and CRM/scheduling software (training provided). Ability to Work in a Fast-Paced Environment - You thrive in a busy setting and can adapt to changing priorities. Self-Motivated & Independent - You take initiative, work efficiently, and stay on task without constant supervision. Experience in a Customer Service, Office Admin, or Call Center Role (Preferred, but Not Required) - Prior experience in a construction-related or service business is a plus. Familiarity with Home Repairs & Remodeling (Preferred, but Not Required) - Basic knowledge of home services and repairs helps you communicate more effectively with customers. Who Thrives in This Role? Customer Service Pros Who Love Helping People - If you genuinely enjoy talking to customers and problem-solving, you'll excel here. Detail-Oriented Multi-Taskers - If you're great at keeping schedules organized, following up on tasks, and ensuring nothing falls through the cracks, this role is for you. Sales-Savvy Communicators - If you're comfortable making outbound calls, booking estimates, and converting leads, you'll enjoy this role's goal-oriented approach. Organized Professionals Who Like a Fast-Paced Job - If you like staying busy, handling multiple responsibilities, and keeping operations on track, you'll thrive in this position. Apply Today! We'd love to hear from you and see how you can help Handyman Connection grow! Handyman Connection is an equal-opportunity employer committed to building a strong, professional, and customer-driven team. Compensation: $15.00 - $21.00 per hour Your locally owned Handyman Connection franchise contracts with talented craftsmen like you to deliver quality workmanship and professional service for our customers. If you're interested in: high earnings potential a flexible schedule that you control using your skills to help improve other's lives Handyman Connection might be a great fit for you. Homeowners across North America have been calling on Handyman Connection for our professional craftsmanship and great customer experience since 1991. Each Handyman Connection franchise is locally owned and operated, backed by the company that helped launch the industry.
    $19-21 hourly Auto-Apply 20d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    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
    $34k-66k yearly est. 60d+ ago
  • Private Client Banker - County Line South - Indianapolis, IN

    Jpmorganchase 4.8company rating

    Finance service representative job in Indianapolis, IN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $40k-85k yearly est. Auto-Apply 4d ago
  • Customer Service Representative

    Flow Control Group 4.1company rating

    Finance service representative job in Noblesville, IN

    Responsibilities Answer all sales-related incoming calls and determine appropriate action Process quotes, orders, and delivery inquiries in an efficient and quick manner Provide prompt technical support to customers Work closely with outside sales account managers to assist with any customer needs Maintain and develop relationships with customers and prospects Adhere to and follow all appropriate sales processes and policies to ensure company meets sales and revenue goals Provide prompt, courteous, and professional responses to customer/prospect service-related issues Actively participate in sales meetings and training opportunities Partner with outside sales team members to ensure we are responding to new business opportunities and prioritizing growth of new accounts Develop in-depth product knowledge and stay current on all product changes Qualifications Technical aptitude with the ability to quickly learn product information Excellent communication skills Able to multi-task, be neat and detail-oriented and work quickly Ability to both work/learn independently and collaborate with other teammates An energetic and entrepreneurial attitude - be creative, adaptable & flexible Desire to learn - be a "sponge", be inquisitive, seek and find solutions Superior problem-solving skill set Proficient computer skills, especially with Microsoft Office applications
    $28k-35k yearly est. 60d+ ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Fishers, IN

    Application Deadline: 02/01/2026 Address: 7150 E 116th Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 47d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Muncie, IN?

The average finance service representative in Muncie, IN earns between $25,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Muncie, IN

$39,000

What are the biggest employers of Finance Service Representatives in Muncie, IN?

The biggest employers of Finance Service Representatives in Muncie, IN are:
  1. World Finance
  2. Worldacceptance
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