Sales Representative - Commercial Roofing
Finance service representative job in Sebastian, FL
Sebastian, FL
$60K - $70K + Commission
Are you ready to take control over your career? Then apply today and watch your bank account grow with every deal
You will command your territory, expand operations and scale your ability to make more money than ever before!
You'll join a family-owned company who are looking to leave their mark in the South of Florida. Your efforts won't only be recognized, it'll be rewarded!
The culture is built around growth; you will have a clear progression pathway to Service Management!
Benefits
401k match
Health benefits
Paid time off
Quarterly Profit Share
The opportunity
This family-owned South Florida contractor has steadily expanded into commercial roofing over the past 5 years, now generating $7.5 million in annual revenue and continuing to grow year over year.
The company specialise in multifamily, condominium, and HOA projects. Meaning if you have existing connections, you could hit the ground running.
Backed by a growth-driven and high-performing team, the company is entering its next phase of expansion with clear opportunities for advancement and leadership development.
Management promotes a family-oriented, open communication culture where initiative is valued, contributions are recognized, and long-term success is shared.
What we need from you
Ability to generate own leads
A book of contacts would be favorable
2+ Years in commercial roofing service sales (or relevant fields)
Don't hesitate and APPLY NOW, And you will hear back within 48hrs!
Don't have a resume? No problem, just get in touch with me directly:
***************************** / (754) - 307- 0835
Not quite for you but know someone perfect? Refer a friend and if we place them, you get $1000!
Roofing Sales Representative
Finance service representative job in West Palm Beach, FL
Sales Representative - Ron Bell Roofing
About Ron Bell Roofing
For over 40 years, Ron Bell Roofing has been one of Palm Beach County's most trusted residential roofing companies - known for craftsmanship, integrity, and exceptional service. Our business continues to grow through referrals and our reputation for doing the job right the first time.
As we expand, we're looking for Sales Representatives who are motivated, customer-focused, and eager to build a career in a respected local company. You'll represent a brand homeowners trust - backed by a professional installation team and decades of experience.
Position Summary
As a Sales Representative, you'll meet with homeowners to assess roofing needs, educate them on options, and guide them through the process from inspection to contract. You'll be supported by a strong marketing and operations team - your focus is to build relationships, close deals, and deliver a best-in-class customer experience.
This role is ideal for someone who thrives on independence, professionalism, and performance-based income.
Key Responsibilities
Conduct roof inspections and present repair or replacement options.
Follow up promptly with leads from digital marketing, referrals, and canvassing.
Build trust and rapport with homeowners through clear communication and professionalism.
Prepare and deliver accurate estimates and proposals.
Present financing and warranty options in line with company standards.
Manage your sales pipeline using the company CRM (lead tracking, estimates, follow-ups, conversions).
Collaborate with production and permitting teams to ensure smooth handoff of sold projects.
Achieve and exceed monthly sales and customer satisfaction goals.
Qualifications
Minimum 3 years of experience in roofing, construction, or home improvement sales (preferred).
Strong presentation and communication skills with homeowners.
Self-motivated and goal-oriented with strong follow-up habits.
Basic understanding of roofing systems and materials (training provided).
Comfortable working with technology and CRMs (AccuLynx, HubSpot, or similar).
Valid Florida driver's license and reliable vehicle.
Compensation
$70,000-$200,000+
Draw against commission- adding potential to earn significantly more through commission.
Systematic Credit Trader Who Codes - FICC - Global Banking & Markets - Associate - West Palm Beach
Finance service representative job in West Palm Beach, FL
Global Banking & Markets, FICC - Systematic Credit Trader Who Codes, Associate - West Palm Beach The Global Banking & Markets Division seeks an Associate for its Systematic Credit Trading desk, focusing on US Credit market making and systematic strategies, particularly within the Total Return Swap business. Candidates should have strong mathematical skills, programming experience (in Slang, C++, Java, or Python), effective communication abilities, and an interest in systematic trading, with preferred experience in credit products and funding or lending businesses. Responsibilities include improving risk management and funding models, managing desk risk, and writing efficient, well-tested code.
YOUR IMPACT
THE GLOBAL BANKING & MARKETS DIVISION
Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.
Job Summary
Candidates joining the Systematic Credit Trading desk are engaged in market making and its related functions in US Credit. Team members combine their mathematical, programming and market expertise to build and generate systematic strategies.
The desk looks for individuals with strong communication, both written and verbal, strong mathematical skillsets, programming experience, and who are motivated to get hands on experience with systematic trading.
This role is specifically focused on the desk's nascent Total Return Swap business - both the delta and funding side of the business.
Responsibilities
* Make quantitative improvements to risk management and funding models
* Assist with managing desk risk
* Write efficient, well tested code to accomplish the above
Required Qualifications
* Programming experience in Slang, C++, Java, or Python
* Bachelors or Masters in a STEM area
* Strong communication both written and verbal
* Interest in systematic trading
Preferred Qualifications
* Prior experience with Credit products
* Prior experience in a funding or lending business
Auto-ApplyPart Time (30 Hours) Associate Banker, Jensen Beach Mall Branch, Jensen Beach, FL
Finance service representative job in Jensen Beach, FL
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.
Auto-ApplyQuant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
* Provide rotational overnight coverage (3-6 months per year)
* Monitor systematic trading books and overnight processes
* Apply rigorous attention to detail to minimize errors and risk
* Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
* Contribute to process improvements that strengthen risk controls and trading efficiency
* Communicate effectively with internal teams and external brokers
Minimum Requirements
* Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
* Strong proficiency in Python, with advanced analytics capabilities
* Experience with SQL Server and Excel
* Proven ability in data manipulation and analysis
* Strong sense of ownership and ability to work independently within a collaborative team
* Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
* Background as a Quantitative Trader, Analyst, or Researcher
* Experience supporting or developing electronic trading systems
* Familiarity with equity and futures market data
* Exposure to transaction cost analysis (TCA)
* Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
* Competitive base salary, commensurate with experience
* Profit-sharing bonus tied to performance
* Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
* Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Quant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Auto Customer Service Reps
Finance service representative job in Royal Palm Beach, FL
9305 Southern Blvd., Royal Palm Beach, FL 33411
Automotive Parts Counter PersonPay Rate: $55,000 - $65,000 per Year!Experience Preferred Mazda Experience is a Plus 5-day Work Week with Rotating Saturdays
Walk-in Applicants are Welcome!
Southern Palms Mazda is a premier Mazda dealership serving South Florida and we need to hire aParts Counter Personfor our expanding dealership. What we are looking for is an aggressive go-getter who is customer service focused and a great team player. Were known for exceptional customer service, factory'trained technicians, and a commitment to using Genuine Mazda Parts. Our team culture is built on trust, growth, and long'term relationships with our customers and employees.
Ready to grow your career in automotive parts and service? Apply now and join a dealership that values excellence and teamwork.
Why Work for Southern Palms Mazda?
Trusted dealership: Join a respected Mazda dealer with a strong reputation in sales and service.
Factory'trained excellence: Work with Genuine Mazda Parts alongside certified technicians.
Career growth: Gain hands'on experience and opportunities to advance in automotive service.
Community impact: Be part of a team that values bilingual accessibility, concierge service, and long'term customer relationships.
Benefits:
$55,000 - $65,000 based on experience
Medical, Dental and Life insurance
401(k) retirement plan
Paid vacations and holidays
State-of-the-art service facility
Fast-paced and professional workplace
Employee discounts on parts and service
Career advancement opportunities
What Youll Do:
Assist customers and service technicians with parts inquiries.
Track all incoming and outgoing parts for the dealership
Issue parts and accessories to mechanics from the parts counter
Utilize the phone and internet to source the best prices for parts
Control files, reference books, and other paperwork at the parts counter
Maintain customer back-order file
Maintain master parts and price book
Receive original and duplicate copies of repair orders and place in order file
Maintain inventory and ensure parts are stocked and organized.
Process orders, returns, and warranty claims.
Deliver excellent customer service at the parts counter and over the phone.
What Were Looking For:
Experience in automotive parts or dealership environment preferred. Mazda experience is a plus!
Reynolds and Reynolds experience preferred
Strong communication and organizational skills.
Ability to work in a fast'paced team environment.
Knowledge of automotive systems and parts a plus.
Customer'focused attitude with attention to detail.
Please upload your resume.Completing the online assessment will grant you priority consideration!
Must be authorized to work in the U.S. without sponsorship and be a current resident.
Must pass pre-employment testing to include background checks, MVR, and drug screening.
We are an Equal Opportunity Employer
.
All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
CUSTOMER SERVICE REPRESENTATIVE I - 73005486
Finance service representative job in West Palm Beach, FL
Working Title: CUSTOMER SERVICE REPRESENTATIVE I - 73005486 Pay Plan: Career Service 73005486 Salary: $38,760.36 - $49,501.08 plus $1,268.76 Competitive Area Differential (CAD) / annually
Posting Closing Date: 12/15/2025
Total Compensation Estimator Tool
Florida Department of Revenue
Child Support Program
Customer Service Representative I (Revenue Specialist III)
West Palm Beach
The Florida Department of Revenue's Child Support Program helps children get the financial support they need and deserve, promoting more stable childhoods and brighter futures. The Department invites you to apply to become an essential member of our team. We are committed to maintaining a diverse workforce and providing employment opportunities to veterans and individuals who have a disability. To learn more about the Department of Revenue's excellent array of benefits, including career training, tuition waivers, paid vacations, insurance, and retirement programs, visit our website.
JOB SUMMARY:
This position performs customer support using a variety of methods including telephone, in person, chat or email for child support cases and is an excellent fit for critical thinkers. If you enjoy working with customers and problem solving, this may be the position for you. Your duties would include:
* Initiating and responding to requests
* Coordinating with internal and external partners
* Researching and resolving case issues
* Gathering information and analyzing case data to determine next steps
* Interviewing customers in person and/or over the telephone
* Interacting with other states, employers, and other business partners
* Making decisions based on case information and provided documentation
MINIMUM REQUIREMENTS:
* Experience processing information using a computer system.
* Experience conducting research and analyzing information to make decisions.*
* Experience communicating with others to gather information.*
SUBSTITUTIONS:
* *Relevant education may substitute for the required experience.
PREFERENCES:
* Experience with negotiation techniques in a business setting.
SPECIAL NOTES:
* This is a full-time position, standard workday of 8am - 5pm, Monday through Friday.
* This role is eligible for part-time telework after you complete required training and reach an acceptable level of proficiency.
* This position may require you to work outside your regular work schedule, should there be a business need to do so.
* Responses to qualifying questions should be verifiable by skills and/or experiences stated on application and/or resume. All experience, including examples of implementation, must be documented in detail on the candidate profile/resume.
* Applicant must ensure all employment including military service, self-employment, job-related volunteer work, internships, part-time employment, etc. is listed in detail and chronological order.
* Each field (name of employer, address, city, and state, dates of employment, supervisor's name, phone numbers, etc.) must be completed.
* Gaps of employment of 6 months or more must be addressed on the application.
* Applicants who do not provide all necessary information, may not meet the requirements for this position.
SALARY: $38,760.36 - $49,501.08
BENEFITS:
Benefits include, but are not limited to, health insurance, life insurance, tuition waivers, paid sick and personal leave, 10 paid holidays annually, retirement savings, and vision and dental insurance.
ADDITIONAL INFORMATION YOU NEED TO KNOW
CONTACT INFORMATION: Alyssa Moraldo-Johnson, **************, *****************************************
SCREENING DISCLAIMER: Your responses to qualifying questions must be verifiable by skills and/or experiences you stated on your candidate profile and/or resume.
ONLINE SKILLS ASSESSMENT: After the advertisement closes, candidates who meet the minimum job requirements will be contacted by email with instructions for taking an online skills assessment. The candidate must complete the skills assessment by the deadline given and achieve a score of at least 70% and those with the highest passing SVT scores will be invited to an oral interview.
CANDIDATE POOL: Future vacancies may be filled from this advertisement for a period of up to six months.
CRIMINAL BACKGROUND CHECKS: You will be required to undergo a National Level-2 criminal background check which requires you to provide your fingerprints.
REMINDER: Male candidates born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website at *******************
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
Easy ApplyFront Office/Customer Service Representative
Finance service representative job in Palm City, FL
Responsive recruiter Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
We are currently seeking an enthusiastic and motivated individual to immediately fill the position of Front Office/Customer Service. Applicants must demonstrate a commitment to client satisfaction by communicating what is necessary in a genuinely friendly and professional fashion.
Benefits
Listed pay based on experience.
Paid training.
Paid holidays and paid time off.
Health and retirement benefits.
Open door policy with your manager.
Responsibilities
Answer and direct incoming phone calls and be responsible for booking appointments.
Manage designers' appointment calendars in CRM.
Greet visitors and assist with office support needs.
Deliver administrative support for office staff, sales team, and production/installation department.
Complete general office duties with strong verbal and written communication skills.
Requirements
No degree is needed. We are looking for candidates with office experience.
Proficient in Microsoft Office.
Excellent phone etiquette.
Strong personal organizational skills.
Strong work ethic.
Strong verbal and written communication skills.
Customer oriented, friendly and enthusiastic.
Punctual and Reliable.
Team Player.
Work a rotational Saturday a month.
Closets by Design - Overview
Closets by Design is a nationally recognized leader in home organizing systems.
We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry and more.
Closets by Design - Our Values
Serve Others
Be a Problem Solver
Trust the Process
Compensation: $17.00 - $19.00 per hour
Since 1982, we've built a reputation of integrity as the industry leader in customer service and total customer satisfaction. From our no obligation in-home consultation, custom tailored designs and the highest quality product construction, our products simply offer the best value in the industry.
Join a company with over 40 years of strong brand identity.
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 franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to Closets By Design Corporate.
Auto-ApplyPrivate Banker
Finance service representative job in West Palm Beach, FL
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
Partner with FAs to provide advice and potential cash management and lending solutions to clients
Build product awareness and understanding among Financial Advisors
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
Understand competitive environment and develop strategies to retain and win new business
Develop and implement product marketing strategies with Branch Management and FA team
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
Experience in understanding the financial needs of all types of clients
Proven new business development / origination experience with Lending products is required
Completion of formal credit training strongly preferred
Bachelor's degree preferred or relevant experience
Skills/Abilities:
Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Ability to understand the financial needs of the retail brokerage clientele.
Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Detail orientation with strong organizational and analytical skills
Ability to train Financial Advisors on product suite
Possess excellent oral and written communication skills
Exceptional presentation skills
Ability to meet deadlines and manage Financial Advisor and client expectations
Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPart Time Associate Banker Treasure Coast South (30 hours)
Finance service representative job in Port Saint Lucie, FL
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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Customer Service Rep(09463) - 1339 Sw Gatlin Blvd
Finance service representative job in Port Saint Lucie, FL
Dominos is a brand of honesty, transparency and accountability! We want exceptional people like you to join our team! We have continued to prove we “Put our People First” by making sure our work environment is safe and provides stability for you as a team member.
Why work for us:
• Schedule - We offer flexible scheduling
• Perks - Discounts on menu items, safe work environment, & opportunities for growth
Job Description
Dominos Customer Service Reps perform customer service duties and pizza making duties. They are responsible for providing quality customer service as well as making our delicious food with pride.
Qualifications
Must be 16 years of age or older
Excellent Customer Service Skills
Ability to operate store technology
Ability to assist store operations
Demonstrates ability to maintain food and team member safety
Additional Information
WORK CONDITIONS
Exposure to
Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
Sudden changes in temperature in work area and while outside.
Fumes from food odors.
Exposure to cornmeal dust.
Cramped quarters including walk-in cooler.
Hot surfaces/tools from oven up to 500 degrees or higher.
Sharp edges and moving mechanical parts.
Senses
Talking and hearing on telephone.
Near and mid-range vision for most in-store tasks.
Depth perception.
Ability to differentiate between hot and cold surfaces.
Temperament
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions.
Physical Requirements; including, but not limited to the following:
Standing
Most tasks are performed from a standing position.
Walking
For short distances for short durations.
Surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 48".
Sitting
Paperwork is normally completed in an office at a desk or table.
Drivers sit in their vehicles while conducting deliveries
Lifting
Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
Cases are usually lifted from floor and stacked onto shelves up to 72" high.
Carrying
Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
Trays of pizza dough are carried two at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24"- 30" and requires a force of up to 7.5 pounds to push.
Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to clean ceiling tiles, wash walls, and occasionally perform maintenance if needed.
Stooping/Bending
Forward bending at the waist is necessary at the pizza assembly station.
Toe room is present, but workers are unable to flex their knees while standing at this station.
Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
Reaching is performed continuously; up, down and forward.
Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
Eye-hand coordination is essential. Use of hands is continuous during the day.
Frequently activities require use of one or both hands.
Shaping pizza dough requires frequent use of forearms and wrists.
Workers must manipulate a pizza peel when removing pizza from the oven, and when using a pizza cutter.
Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, hair nets, aprons, gloves, pizza cutter and pizza peel.
Advancement
Many team members began their careers as delivery drivers and today are successful Domino's franchise owners. All positions from customer service representative to management, General Manager to Supervisor or Franchisee, Dominos offers a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members have the ability reach their highest potential.
Summary Statement
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Palm Beach Gardens, FL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financial services products.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent.
Competencies Expected for This Role
Enthusiastic and motivated to assist customerswith insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Additional Desired Abilities/Competencies
People-oriented
Self-motivated
Dedicated to customer service
Ethical and Honest
Ability to work in a team environment
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
State Farm Insurance is an equal opportunity employer.
Financial Service Representative
Finance service representative job in West Palm Beach, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 1990B North Military Trail
During a typical day, you will:
Deliver results on branch profitability goals
Provide a quality customer experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and or sales experience
Have a passion for customer service
Have previous cash-handling experience
Have a high school diploma or equivalent
#SJ
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyCustomer Service Representative
Finance service representative job in Stuart, FL
Job DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Stuart, FL, that is a perfect fit for you!
As the first and last person our amazing clients see when they enter and leave our cutting-edge facility, your role as Customer Service Representative is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the PT industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology and grow your career under a practice leader who is fully invested in you.
This excellent opportunity will not last long! Apply for FYZICAL's Customer Service Representative job opening today!
Are you looking to join an innovative company where you can establish yourself and advance your career as part of a top-rated team? If so, you should consider our Customer Service Representative position in Stuart, FL!
We are an innovative physical therapy facility that bypasses traditional approaches to care. We work together, using the most modern technology and cutting-edge tools to provide our patients with the individualized care they need and deserve. As our Customer Service Representative, you will enjoy the easy flow of a supportive team that succeeds together. You also will have the chance to access our unparalleled continuing education opportunities, opening the door to further career growth.
Start down your exciting career path today by applying for our Customer Service Representative job opening!Responsibilities
Handle patient scheduling, appointments, multi-phone line
Gather new patient data; keep track of all patient referrals
Disseminate information to patients; act as a go-between for patients and physicians
Send and keep a log of all reports sent to doctors
Collect all payments; insurance verification
Collect/open mail; distribute mail to proper areas/people
Send benefits paperwork to billing companies
Handle all scheduling and ensuing communication
Answer phones, act as a patient liaison, answer any questions from potential or current patients
Schedule patients; coordinate evaluations, re-evaluations, appointment reminders and cancellations
Collect new patient intake information; track all clinic referrals
Fax reports to physicians; keep a log of incoming reports
Verify Insurance and track insurance-covered visits; take copayments
Check mail; keep track of Explanation of Benefits sent from mail and fax to billing company
Communicate with the office manager and clinicians about scheduling/patient arrival
Required Skills
High school diploma or equivalent
Valid driver's license and reliable transportation
Great communicator and multitasker, detail-oriented
Positive attitude, good work ethic, integrity and empathetic toward people that are in pain
H.S. graduate or GED certificate
Up-to-date DL and a dependable vehicle
Excellent at handling details, communicating and multitasking
Great demeanor, strong integrity and compassion
Customer Service Representative
Finance service representative job in Stuart, FL
Valterra Products is a U.S. company, and since 1981, Valterra has been a leading supplier of brand-name product lines to the RV, pool & spa, and plumbing industries. For over 30 years, Valterra has successfully owned and operated manufacturing and distribution operations in Tijuana, Mexico, to benefit from lower operating costs and the many advantages of manufacturing in North America. We are on a journey of continuous growth - now looking for our next star - a passionate Customer Service Representative within our Customer Service capability. This position reports to the aligned Operations Supervisor and will work in Stuart, FL.
About the position
The Customer Support Representative (CSR) responds to customers in a courteous, professional, respectful, in a timely manner. The right candidate exhibits strong communication skills and excellent active listening acknowledgment.
The CSR role will act as a liaison, provide product/services information, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. Customer feedback is priceless, and this role plays a key role in capturing that feedback. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Your main Responsibilities
Manage large amounts of incoming calls.
Identify and assess customers' needs to achieve satisfaction.
Build sustainable relationships and trust with customer accounts through open and interactive communication.
Provide accurate, valid, and complete information by using the right methods/tools.
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
Document customer feedback from all interactions, process customer accounts and file documents.
Follow communication procedures, guidelines, and policies.
Use problem-solving skills - confident at troubleshooting and investigating for sufficient enough information to resolve customer complaints.
Use communication skills - the role requires a candidate who is patient, empathetic, and passionately communicative. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary.
Go the extra mile to engage with customers.
What do we offer?
You are offered an interesting role in a dynamic, fast paced, and global environment with great opportunities to grow and take on new challenges. The growth at Dometic is continuous - which gives you great possibilities to evolve with the company.
Medical/Dental/Vision Insurance
Employee Assistance Program (EAP)
Disability insurance (STD/LTD)
401 (k) with company match
PTO
Company defined holidays and two floating holidays for you to use as you choose
Paid maternity/paternity leave
Tuition assistance
Membership reimbursement (wholesale club and gym)
Employee discounts on our incredible products
Opportunities to make an impact
Customer Service Representative
Finance service representative job in Vero Beach, FL
Job Description We are seeking a Customer Service Representative to join our team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. Print shop experience preferred. Applicant must have experience working with Microsoft Office (word, excel outlook). Must be able to create a pleasant and positive environment for our customers with good phone skills. We are a fast paced, deadline oriented environment. Hours are Monday-Friday 9-5. If you are dependable please email resume.
Qualifications
High school diploma/GED
Previous experience as a Customer Service Representative or in a similar role is preferred
Comfortable using computers and customer management software
Excellent phone and verbal communication skills
Understanding of active listening techniques
Ability to work well under pressure
Highly organized with the ability to prioritize projects and manage time effectively
Customer Service/ CSI Representative
Finance service representative job in West Palm Beach, FL
The Ed Napleton Automotive Group is looking for our next Customer Service/CSI Representative. This is an exciting opportunity in a growing, fast-paced industry.
Located at Napleton's West Palm Beach location, the Customer Service/CSI Representative is responsible for assisting the company to obtain guest feedback on manufacturer surveys and to follow up to help address and resolve opportunities and grow top tier results and service experiences.
Take advantage of this rare opportunity to join one of the country's largest and most successful automotive dealership groups and Apply Today!
The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity.
What We Offer:
Competitive compensation plans- opportunity to earn $3,000-$4,000 per month!
Monday-Friday 8:30am -5:00pm
Family Owned and Operated - 90+ years in business!
Medical, Dental, and Vision Insurance
401K and additional benefits
Paid Vacation and Sick time
Paid Training
Discounts on products, services, and vehicles
Growth opportunity and career path to Service Advisor, Service Manager, Regional Fixed Operations
Job Responsibilities:
Download and create reports from manufacturer surveys
Reviews Survey feedback with Manager
Follow up with guest on incomplete surveys to build survey response
Follow up with guest in partnership with leadership to address and resolve any concerns
Job Requirements:
High school diploma or equivalent
2+ years of Automotive Dealership experience
CDK experience preferred
Excellent oral communication skills.
Ability to communicate customers' interests needs and requests to management and sales personnel.
18+ years of age or older to comply with the company driving policy
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws
Auto-ApplyVirtual Customer Service Representative
Finance service representative job in Vero Beach, FL
Why Meron Financial Agency?
Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind?
At Meron Financial Agency, we believe you can have both: financial success
and
a life you love.
We're not just building careers-we're building leaders, entrepreneurs, and legacies. Whether you're brand new to the industry or a seasoned pro, we'll give you the mentorship, tools, and proven system to help you grow without limits.
And the best part? No cold calling. You'll only connect with people who already asked for help protecting their families.
Why Agents Choose Us
Leads - No chasing, no begging
Ownership Pathway - Build your own agency
Hands-On Mentorship - Learn directly from top leaders
Cutting-Edge Tech & Training - Work smarter, not harder
Incentive Trips & Recognition - See the world while being celebrated
Partnerships with 60+ A+ Rated Carriers (Foresters, Mutual of Omaha, Transamerica, Americo, and more)
The Bigger Picture
Performance bonuses and capital opportunities
True work-life balance-design your schedule, your way
Passive income and long-term wealth-building options
A culture where people come first
What You Can Expect
Commission-Only with
uncapped earning potential
Average new agents earn $800-$1,200 per policy
Part-Time: $50K+ your first year
Full-Time: $80K-$300K+ your first year
Agency Owners: $200K-$500K+ annually in system-driven income
What We're Looking For
Driven, coachable individuals who want to make a real impact
Must live in the U.S.
Must be a U.S. citizen or legal/permanent resident
Don't just dream it-build it. Apply today and start creating the freedom, impact, and income you deserve.
Financial Representative Entry Level
Finance service representative job in West Palm Beach, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach! Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimers.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual:
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Bill McKernan, Managing Director:
How long with NM? Since 2002.
Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bills first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.
Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.
Nick Hernandez, Field Director & Financial Advisor
Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
Education & Family: Holds a Bachelors in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11).
Fun Fact: Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deephe grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.
Brooke McKernan, Wealth Management Advisor:
How long with NM? Since 2003.
Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.
Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.
Quote to live by: "The only way to do great work is to love what you do."
Dave Siegel, Field Director:
How long with NM? Since 2009.
Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.
Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.
Check out Daves mission statement: ****************************
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
*actual results through year end 2023