Relationship Specialist
Member service representative job in Norcross, GA
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: ****************************
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ********************************
AFC's Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.
We're Looking For:
We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.
Where You'll Work:
The ideal candidate will reside within the Norcross, GA market and travel within their assigned territory.
You Are:
Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles.
Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer's success is built upon the commitment and perseverance of your efforts.
Vision-Driven. you focus on understanding your customers' future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what's to come.
Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team.
You Will:
Use critical thinking to assess business and risk situations and make decisions with little oversight.
Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.
Manage, service, and balance risk on customer accounts
Manage existing accounts and drive new growth opportunities.
Embrace our culture of supporting others' success as they grow in their role.
Must Have's:
A minimum of three to five years of experience in customer-facing, sales, or sales support roles.
A valid driver's license with reliable and dedicated transportation.
Ability and desire to frequently travel (50-75%) within your market to support our current and prospective customer base.
Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.
Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.
A strong understanding of portfolio management, risk, and new business development.
Ability to work independently and autonomously when needed as well as part of a team.
Ability to use and understand technology required for your position such as mobile applications and software.
High level of accountability towards local goals and business targets.
Nice to Have's:
Previous auto industry or financial services experience
Experience with Google Workspace, Salesforce, Tableau
What We Offer:
Competitive pay
Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
Immediately vested 401K (US) or RRSP (Canada) with company match
Paid Vacation, Personal, and Sick Time
Paid maternity and paternity leave (US)
Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
Robust Employee Assistance Program
Employer paid Leap into Service Day to volunteer
Tuition Reimbursement for eligible programs
Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
Company culture of internal promotions, diverse career paths, and meaningful advancement
Sound like a match? Apply Now - We can't wait to hear from you!
Customs Entry Agent
Member service representative job in Atlanta, GA
YOUR ROLE
Part of a shared service center that operates for multi branches, the Customs Entry Specialist processes the Customs Entry in a timely manner and with accuracy.
WHAT ARE YOU GOING TO DO?
Receives import files to clear through Customs
Ensure import clearance files are compliant with US Customs regulations
Resolve and Communicate clearance issues with internal team members and with customers
Prioritize shipments based on ETA or other factors
Process customs bonds as needed
Process steel licenses as needed
Communicate entry release
Ensure each file is invoiced correctly
Help identify areas that need improvement
Assist with new customer implementation
Stays up to date with current regulations with US Customs
WHAT ARE WE LOOKING FOR?
Education and Experience:
2-5 years of processing customs entries
CHB License is a plus
Skills:
Basic proficiency in Microsoft Office, internet, web-based and job specific software applications.
Extensive excel experience with Adobe PDF knowledge is a plus
Fluent in English, both written and oral
Characteristics:
Ability to learn all aspects of the team's work, and to provide cover and assistance on a regular basis.
Organizational and time management skills.
Self-starter, sense of urgency, communication.
Customer focused.
WHAT DO WE HAVE TO OFFER?
With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We are a team in every sense, and we support each other and work collaboratively to achieve our goals together. It is our goal that you will be compensated for your hard work and commitment, so if you'd like to work for one of the top Logistics providers in the world then let's work together to help you find your new role.
ABOUT TOMORROW
We value your professional and personal growth. That's why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (an almost limitless number of options) or find your own path. Join CEVA for a challenging and rewarding career.
Associate Retirement Services Specialist
Member service representative job in Atlanta, GA
Consultant - Implementation Specialist
Atlanta, GA
The role of Consultant - Implementation Specialist serves as an initial point of contact for clients transitioning Non-Qualified Deferred Compensation (NQDC) plan(s) to our VPAS BPA record keeping system. The Implementation team is responsible for partnering with our clients in Underwriting NQDC plans, assisting with responses to RFP questions, plan setup and data conversion.
Qualified candidates will have expert knowledge of NQDC plan conversions, new plan setup, and 409A. You must be a self-starter, work well both independently and within a team, and have exceptional time management skills. Strong working knowledge of 403(b), 457f), and 457(b) plans is a plus.
Responsibilities:
Read, comprehend, and extract retirement plan provisions from the plan's Legal Plan Document.
Translate plan provisions to our internal documentation template(s), used to setup the plan on VPAS BPA.
Setting up NQDC plans on VAPS BPA based on the plan provisions noted in the Legal Plan Document.
Convert and audit participant records from prior Recordkeepers to our VPAS BPA platform.
Partner with and attend weekly (or as scheduled) Underwriting calls with the client to discuss plan provisions for potential new business.
Document any plan provisions that require manual intervention or special handling for on-going plan administration.
Establish a collaborative plan handoff meeting that includes our internal admin team members and the corresponding client's team members.
Identify opportunities to streamline existing processes.
Provide consultative services on best practices to our clients and Plan Sponsors.
Adhere to agreed-upon timelines to meet go live dates, while also being flexible to changes to project timelines.
Meet and exceed client expectations (both institutional and Plan Sponsor levels).
Adhere to Service Level Agreements as they pertain to Underwriting, Plan Implementations, and Plan Conversions
.
You must be a self-starter/motivator.
Qualifications:
Basic
Bachelor's Degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Minimum 9 years of experience related to the job description.
Preferred
Five (5) years of experience in the functional area of Implementation, underwriting, and data conversion for NQDC, 403(b), 457(f) and 457(b) plans.
Five (5) years of experience in a client-facing role, interacting with a range of contacts that include the day-to-day to senior level contacts.
Five (5) years of experience with plan processing and administration of NQDC plans. Defined Contribution plans, 403(b), 457(b), and 457(f) plans a plus.
Strong sense of ownership and accountability
Strong written and verbal communication skills
Strong analytical skills
Excellent organizational and follow through skills
High level of sensitivity to service and quality
In-depth understanding of NQDC plan processing and administration under 409A.
Must have a strong aptitude to learn the McCamish Systems VPAS BPA recordkeeping system
Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).
About Us
Infosys McCamish Systems,(*********************************** located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(******************* Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim - generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish's many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA.
U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.
EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/
Member Growth and Engagement Specialist
Member service representative job in Atlanta, GA
Created in 1933, the Georgia Municipal Association (GMA) is the only state organization that represents municipal governments in Georgia. GMA currently represents all 538 cities in Georgia. Based in Atlanta, GMA is a voluntary, non-profit organization that provides legislative advocacy, educational, employee benefit, and technical consulting services to its members.
About the Role
The purpose of this full-time position is to support the Risk Management and Employee Benefits Services (RMEBS) department by driving the growth, visibility, and impact of member engagement initiatives. The Member Growth and Engagement Specialist will manage events from concept to completion, lead targeted outreach that expands participation, and produce high-quality marketing and communication materials that promote RMEBS programs. This position plays an essential role in increasing member involvement, strengthening long-term relationships, and ensuring that all engagement efforts reflect the professionalism and value of GMA's services.
Responsibilities
Support the development and execution of member engagement strategies designed to strengthen relationships, increase participation, and drive program growth.
Assist in collecting, analyzing, and reporting member engagement metrics, participation data, and feedback trends to inform strategy and decision-making.
Coordinate all aspects of RMEBS events, workshops, and programs, including logistics, catering, registration, materials preparation, and on-site support.
Manage event timelines, budgets, vendor communications, and travel logistics to ensure seamless program delivery and successful execution.
Create, design, and distribute promotional materials and marketing collateral, including graphics and digital content for email campaigns, social media, and internal communication channels.
Oversee registration processes and attendance tracking, including event follow-up, post-event surveys, and the compilation of evaluation reports.
Maintain consistent branding across all event and marketing materials in accordance with GMA standards.
Provide administrative, operational, and project support to the RMEBS team as required.
Qualifications
Bachelor's degree in Communications, Marketing, Public Relations, Event Management, or a related field. One to three years of experience in event coordination, marketing, or member engagement (internship experience may apply). Experience with email marketing platforms (e.g., Constant Contact, Mailchimp) and social media management tools preferred. Valid Georgia driver's license required.
Customer Service Representative
Member service representative job in Marietta, GA
Duration: 26 Weeks, contract to hire
Shift Details: Monday - Friday: 8:00 a.m.-5:00 p.m. *Saturday Flexibility if needed.
Pay Rate: $17.50/hr
JOB DESCRIPTION
As a Customer Service Representative, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delight our customers at every step of the experience. In this role, you'll be supported by a passionate team motivated by fast-paced innovation and the desire to deliver for customers. We're a company where you can continually advance your career, no matter what your background - the opportunities are endless and yours for the taking. If you're driven and looking for a place to grow, come join us.
RESPONSIBILITIES
• Assist customers and business partners via telephone and email
• Handle customer complaints in a calm, professional manner
• Diagnose, assess, and resolve problems or issues
• Monitor progress of delivery routes
• Scan haul-away pods and verify stamps
• Process changes or cancellations to delivery orders
QUALIFICATIONS
At a minimum, you'll need:
• Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
It'd be great if you also have:
• High school diploma or equivalent
• 1-year related experience preferably within a call center environment
• Strong customer service skills and the ability to satisfactorily resolve issues
• Solid ability to multitask with exceptional organizational skills
• Ability to thrive under pressure while delivering solutions that exceed customer expectations
JN003
Customer Service Representative
Member service representative job in Marietta, GA
We are seeking experienced Customer Service Representatives to join our team in a hybrid capacity based in Atlanta. This role is ideal for professionals with strong call center backgrounds who excel in high-volume environments and consistently deliver a polished, customer-focused experience.
Responsibilities
• Handle 80-100 inbound calls per day in a high-volume call center environment
• Deliver professional, articulate, and effective customer service
• Resolve customer inquiries accurately and efficiently while maintaining a positive experience
• Collaborate with peers and leadership to improve processes and overall service delivery
Requirements
• 3+ years of call center experience in a fast-paced, high-volume environment
• Proven customer service skills with excellent communication and professionalism
• Ability to manage high call volumes while maintaining quality interactions
Nice to Have
• Bachelor's degree strongly preferred (candidates with less experience may be considered with a degree)
• Insurance industry experience is a plus, but not required
Customer Service Associate
Member service representative job in Conyers, GA
As a Customer Service Associate, you will lead the effort to deliver a world-class experience for our customers. For Ashworth, that means owning all of the operational aspects of delivering high quality custom embellished products accurately, on time and complete, minimizing friction points for both the sales representatives and especially the customer.
You will work closely with Customer Service, Sales and Graphic Design to ensure all orders are production ready to meet customer expectations and delivery deadlines. You love being in the trenches and working directly with the customer and Ashworth Team members to solve problems and deliver results. You bring a natural curiosity to work every day to ask the right questions to build better processes and procedures that will drive better results.
Your energy and enthusiasm are contagious and help bring the best out of the people around you. Your organizational and analytical skills enable you to effectively manage our embellished order pool and be a natural problem solver. You are collaborative and have impeccable follow through and attention to detail.
Role and Responsibilities:
Work closely with Sales and Customer Service to ensure detailed and accurate embellished orders are being entered into RepSpark and flowing to NetSuite.
Own the company embellished order pool and work to ensure all embellished orders are production ready in a timely fashion to allow the operation to begin production:
1- Identify and chase artwork needing approval
2- Order approved Heat Transfers and Appliques required to fulfill orders
3- Work closely with 3rd party embroidery partners to manage workflow, priorities and quality execution, including coloring of embroidered orders
4- Work closely with the Operations team to manage workflow, priorities and quality execution of Heat Press orders
Communicate proactively with customer service and sales representatives when problems arise and bring solutions to the table
Leverage NetSuite reporting and available Business Intelligence tools to monitor, measure, track and report on all embellished orders.
Qualifications:
BA/BS degree preferred.
Minimum of 3 years of relevant work experience; experience with Embellishment Services is highly desirable.
Possesses mid-level Microsoft Office skills (Word, Excel, PowerPoint)
Experience working within Enterprise Systems, WMS and Business Intelligence / Business Analytics solutions. NetSuite experience is preferred but not required.
Skills:
Enthusiasm and commitment to deliver high quality embellished products
Strong verbal, written and interpersonal skills
Exceptional listening skills
Ability to organize and prioritize work and meet deadlines
Proactive/Problem solving mindset
Effective team player who collaborates with others and shares ideas
Demonstrate high standards of ethical conduct
ECoat Technical Service Representative, Expert
Member service representative job in Gainesville, GA
As an In-House (ECoat) Technical Service Representative, you will be representing PPG onsite at the customer location ensuring the customer's satisfaction by providing outstanding customer service. This position will be for Kubota located in Gainsville, GA. Service includes troubleshooting, process improvements, focusing on quality to their specifications, and ensuring the continued growth of the business. The incumbent must be familiar with Electrodeposition coatings, be self-directed, and support both the customer and PPG goals.
Specialized training provided to those who meet the qualifications of the role. You will report to the local Technical Service Manager.
Benefits:
PPG offers excellent benefits; PTO, Medical, Dental, Vision, Disability and Life Insurance, 401K plus additional PPG provided Retirement Benefits, Parental Leave, Continuing Education, and Growth Opportunities!
Relocation Assistance is available for experienced candidates with ECoat.
Key Responsibilities:
Support the ongoing activities onsite at the customer production facility as well as PPG activities at PPG facilities. Need to communicate logically to understand customer concerns, collect data, take appropriate actions, and resolve problems within a timely manner.
Ensure timely and accurate reporting to the customer and coatings team.
Effectively communicate with PPG Technical and Account management, direction of the PPG on site team activity, and to promote EH&S.
Providing timely resolution to customer inquiries, application process monitoring, mix-room supervision, and hands-on support as needed; followed by a weekly trip report.
Support sales to execute commercialization of new opportunities and product launches, process optimization, testing and troubleshooting, trial execution, and process improvement.
Follow safe work practices, with mechanical aptitude to be able to communicate intelligently and optimally with technical, production and non-technical personnel to satisfy customer requirements.
Qualifications
HS Diploma, GED, or Equivalent.
5+ years' experience in Electrocoat also referred to as E-Coat, Electrocoating, or dip-tank, or similar for paint/coatings experience for industrial or manufacturing experience.
Experience with Pain-Line manufacturing process, paint mixing, troubleshooting, or similar.
Good computer skills and attention to detail.
Effective communication and customer service skills.
Troubleshooting, critical thinking and problem-solving skills.
Ability to work well alone and within a team environment to solve ever changing challenges.
Travel to other supported locations for kickoffs, support team members, training events, and similar, up to 25%
#LI-Onsite
About us:
Here at PPG we make it happen, and we seek candidates of the highest integrity and professionalism who share our values, with the commitment and drive to strive today to do better than yesterday - everyday.
PPG: WE PROTECT AND BEAUTIFY THE WORLD™
Through leadership in innovation, sustainability and color, PPG helps customers in industrial, transportation, consumer products, and construction markets and aftermarkets to enhance more surfaces in more ways than does any other company. To learn more, visit *********** and follow @ PPG on Twitter.
The PPG Way
Every single day at PPG:
We partner with customers to create mutual value.
We are "One PPG" to the world.
We trust our people every day, in every way.
We make it happen.
We run it like we own it.
We do better today than yesterday - everyday.
PPG provides equal opportunity to all candidates and employees. We offer an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, color, creed, religion, national origin, age, disability status, marital status, veteran status, sexual orientation, gender identity or expression. If you need assistance to complete your application due to a disability, please email ******************.
PPG values your feedback on our recruiting process. We encourage you to visit Glassdoor.com and provide feedback on the process, so that we can do better today than yesterday.
Benefits will be discussed with you by your recruiter during the hiring process.
PPG pay ranges and benefits can vary by location which allows us to compensate employees competitively in different geographic markets. PPG considers several factors in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications and education, licensure and certifications, and other organizational needs. Other incentives may apply.
Our employee benefits programs are designed to support the health and well-being of our employees. Any insurance coverages and benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents.
Auto-ApplyTechnical Services Representative
Member service representative job in Cumming, GA
Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Technical Services Representative for our Cumming, GA office.
This highly motivated individual will be responsible for delivering operational and administrative excellence to support our sales and technical services teams-ensuring that every customer interaction is efficient, accurate, and leaves a lasting impression.
Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.
This position reports to the General Manager. This role is onsite and is based out of our Cumming, GA office.
Essential responsibilities:
Coordinate jobs with customers and prepare appropriate paperwork, including the paperwork associate with our trucking process and associated weights
Create and distribute invoices with quotes for services, such as lab packs, lab moves, and others
Field incoming calls from prospective and existing customers as needed. Satisfying customer needs may involve a direct response from information and knowledge already possessed, obtaining information for response, or directing customer to someone capable of responding
Assist Sales and Technical Services staff with job scopes and the coordination of bids, proposals, and quotations
Assist Sales team with administrative tasks related to maintaining and growing customer base, including customized waste profiling and shipment report generation
Organize and control all job folders and customer master files. This includes ensuring all paperwork is filed properly, and retrieving files for job costing purposes
Provide Quality Control by contacting customers, post-service, to conduct surveys
Attend all sales meetings and other necessary meetings
Provide technical support to Inside and Outside Sales representatives and customers
Assist with the approval of OSS, lab pack, and other job folders
Order and maintain inventory of office supplies
Track some office budgetary items
All other duties as assigned
Basic qualifications:
Bachelors degree in Environmental Science or industry related experience
Ability to work as a team player
2-3 years of environmental industry experience
Determination/eagerness to learn about the environmental health & safety field
Creativity in solving unique problems
Leadership experience/potential
Strong communication, analytical, technical, and organizational skills
Intermediate skills with Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
Must be eligible to work in the United States without future sponsorship
Must have a reliable form of transportation
Preferred Requirements:
Experience with Oracle operating system
#LI-Onsite
Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!
To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website!
Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply.
If you have a disability and need accommodation during the application and hiring process, please contact us at *********************************** or call us at ************. The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.
Auto-ApplyMember Service Representative II - Contact (Call) Center Rep
Member service representative job in Atlanta, GA
Job Description
Seeking 2+ years' previous experience with a credit union, bank, or related financial institution assisting and supporting members (customers) with calls regarding banking transactions, questions about bank accounts, opening accounts, online banking services, and MORE! Must have an excellent member service (customer service) attitude and the ability to navigate technology in a fast-paced environment. We provide excellent training and an opportunity to work in our state-of-the art HQ facility in Hapeville, GA!
Title: Member Service Representative II - Contact Center
Target Hiring Pay Range: Min-point: $18.98 per hour / Mid-point: $23.73 per hour
Position Status - Full Time non-exempt (Hourly)
Reports To: Reports to Branch Manager/Operations Manager
The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.
We believe great work is to be rewarded with great benefits. Our benefits include, but aren't limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.
Purpose: The primary purpose of this position is to assist Atlanta Postal Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”
The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.
Essential Duties and Responsibilities: Other duties may be assigned.
Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:
I promise to be mindful of your time with fast, efficient, courteous, and friendly service.
I promise to demonstrate integrity in all my interactions.
I promise to always treat you with dignity and respect.
I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions.
I promise to safeguard the security and confidential nature of your financial information.
I promise to greet you with a smile and thank you for your business when your transaction is completed.
I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service.
Provides service to members in a variety of settings including periodically being assigned to work at various APCU/CPCU locations due to long term absences, business needs, projects, or business continuity needs.
May serve as a lead teller
Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.
Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.
Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can't be resolved by yourself.
Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; Sets up share/loan allocations for accounts.
Engages in needs-based dialogue with members to fully understand the member's financial needs.
Recommends and positions credit union products and services that meet the member's needs.
Based on member needs, makes referrals to internal partners for product delivery
As required, completes outbound calls, and engages in member retention conversations.
As assigned, receives inbound calls in a call center environment and provides member services in accordance with all guidance, processes, and procedures of the call center.
Maintains up to date knowledge of all retail and account opening procedures; Follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.
Maintains up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.
Complies with all aspects of BSA/AML and OFAC regulations as they relate to this position.
Other duties as assigned.
Supervisory Responsibilities: No direct reports. If serving in a designated lead role, may manage day-to-day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.
Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIRED Education and/or Experience:
Requires a level of knowledge normally gained with a high school diploma or equivalent
2 years transactional work experience in banking, financial services, or a credit union
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software
PREFFERED Education and/or Experience:
An Associate's degree in Business Management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree
2 years specific member facing work experience within a Credit Union
Prior experience completing transactions in Symitar, and Meridian Link
Physical Job Requirements:
Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.
APCU Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.
Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.
Auto Customer Service Reps
Member service representative job in Chamblee, GA
5700 Peachtree Industrial Blvd., Chamblee, GA 30341
Office Assistant
Ed Voyles Acura/Kia Chamblee GAis a family'owned dealership known for integrity, customer service, and professionalism. We are seeking a full-time Office Assistant to provide day-to-day administrative support to ensure smooth office operations. This includes clerical duties, communication management, record keeping, and assisting with projects as needed. The ideal candidate is highly organized, detail-oriented, and capable of multitasking in a fast-paced environment.
Workdays are Monday Friday. Apply now and join our team. Please do not call about the position. We will contact qualified applicants.
Key Responsibilities:
Handling tag & title work for vehicle transactions
Managing paperwork and filing
Assisting with data entry and administrative tasks
Supporting the accounting and sales departments
Answering phones and greeting customers
Requirements:
Experience in automotive tag and title work required
Strong communication and organizational skills
Proficiency with Microsoft Office (Excel, Word)
Ability to multitask in a fast-paced environment
Previous office experience
Full-Time Benefits:
Competitive pay
Health, dental, and vision insurance
Paid time off
401(k) plan
Career advancement opportunities
RequiredPreferredJob Industries
Customer Service
Insurance Customer Service Professional
Member service representative job in Newnan, GA
Job Description
Join Thompson Agency Group, a well-established firm known for its excellent customer service in the insurance industry. Situated in the heart of Newnan, Georgia, we are seeking a dynamic Insurance Customer Service Professional to bring positivity, enthusiasm, and expertise to our office. In this on-site role, you will be the friendly and reliable point of contact for our valued clients, offering personalized assistance and guidance on various insurance products. As a crucial member of our team, you will ensure that each client interaction is pleasant and fulfilling, contributing to our reputation for outstanding service. We are looking for someone who is motivated, eager to learn, and appreciates the importance of building long-standing client relationships. If you are ready to be part of a supportive team where your contributions make a difference, this is the opportunity for you!
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Appreciation Lunches
Weekly Team Meetings
Paid Holidays
Home and Work Life Balance
Monthly Bonus Opportunities
Incentive Reward Trip Opportunities
Team Outside Building Events
Licensing Assistance Available
Responsibilities
Customer Engagement: Develop and maintain positive relationships with policyholders by addressing inquiries and providing solutions to any issues that may arise.
Policy Management: Assist clients in understanding their insurance policies, making updates, and explaining any changes or policy modifications clearly.
Problem Resolution: Effectively handle client complaints or issues, escalating them to the appropriate department when necessary to ensure a timely resolution.
Information Update: Enter and update customer information accurately in the client management system to maintain an up-to-date database.
Client Education: Educate clients on various insurance products, assisting them in making informed decisions based on their unique needs.
Cross-department Collaboration: Work with other departments within the agency to facilitate client requests and improve overall customer satisfaction.
Requirements
License Preferred, Willing to Train, must obtain within 60 days.
Experience: A minimum of 2 years experience in a customer service role, preferably within the insurance industry.
Knowledge: Familiar with insurance policies and terms.
Communication: Excellent verbal and written communication skills.
Problem-Solving: Strong analytical and problem-solving abilities.
Adaptability: Ability to manage multiple tasks and adjust to changing priorities.
Technology: Proficient with computer systems and standard office software.
Teamwork: Strong ability to collaborate and work efficiently within a team.
Auto Customer Service Reps
Member service representative job in Holly Springs, GA
101 Harbor Creek Parkway, Holly Springs, GA 30115
BDC Service Representative Business Development CenterFull-Time, On-Site Position! Generous Pay Plan + Great Benefits!Starting at $17 Per Hour Experience Preferred but We Will Train Superb and Extensive Training to Ensure Your Success!5-day Work Week with Rotating Saturdays
Applications without an attached resume
will not be considered.
No Phone Calls, Please!
Walk-in Applicants are Welcome!
Cherokee County Nissanis hiring now for a BDC Service Representative. Experience is preferred but we will train the right candidates. This is a great opportunity for applicants with automotive BDC experience, or for someone with customer service/telephone contact experience.We value our employees and invest in their success.
Cherokee County Nissan is part of the Perrin Automotive Group, which has been serving Cobb and Cherokee County drivers for over 30 years. Webelieve culture makes a difference and we strive to build lasting relationships with our employees, customers, and the community.
We offer:
Generous pay plan!
Starting at $17 per hour
5-day work week with rotating Saturdays
Superb and extensive training to ensure your success!
Full Medical Health Plan including Dental and Vision Insurance
401(k) Plan
Company-provided training and education
Holidays and Paid Vacations
Work at a Family Owned and Operated Dealership
State-of-the-art climate-controlled facility!
Great Opportunity for advancement within!
Responsibilities - BDC Service Representative:
Answer all incoming service calls
Schedule service appointments
Call customers for follow ups, appointment reminders, missed appointments, and to bring customers into the dealership for service
Interact with customers as well as with all dealership departments
Some filing
Gather data for outgoing calls
Candidates must be reliable and must report to work promptly when scheduled.
Other duties may be assigned
Requirements - BDC Service Representative:
We are seeking friendly, upbeat people who enjoy talking on the phone and answering our customers' questions
Exceptional communication skills
Willingness to obtain product knowledge, a positive attitude, and great organizational skills.
The ability to multi-task, follow direction, be open to change, work effectively under pressure, and to positively defuse negative situations with customers.
Professional personal appearance
Please upload your resume and complete the online assessment
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 considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
Customer Service Reps, Top Pay, Free College Degree Program
Member service representative job in Dallas, GA
1245 Old Griffin Rd., Dallas, GA 30157
Customer Service RepresentativeCompetitive Pay + Great Benefits
Hiring Immediately
Excellent Training and Career Advancement
Paulding Chrysler Dodge Jeep Ram in Dallas, GA is HIRING NOW and looking for a professional and customer-focused Customer Service Representative to join our growing dealership team. If you are great with people, quick to learn, and enjoy helping customers throughout their service or sales experience, we want to hear from you.
We are a family-owned dealership that truly values our employees and invests in long-term success. You will join a fast-paced, team-driven environment where strong communication, attention to detail, and a positive attitude are essential. With supportive leadership, continuous training, and the tools needed to thrive, this is an excellent opportunity to build a rewarding career in the automotive industry.
If you are ready to take the next step and work with a dealership that genuinely cares about its people, apply today and grow your career with Paulding CDJR!
Why Work for Paulding Chrysler Dodge Jeep Ram?
A supportive and engaged management team that encourages your success
A fast-paced and respectful team environment focused on customer satisfaction
A people-first culture where employees are valued and recognized
Ongoing opportunities to improve your skills, grow your knowledge, and advance within the dealership
We Offer:
Highly competitive pay
401(k) Retirement Plan with employer match
Medical, Dental, Vision, and Life Insurance
Paid Time Off (PTO)
Excellent work/life balance
Employee discounts on purchases
Supportive management and team environment
Career advancement opportunities
Free college degrees through our Degrees@Work Program
Employee discounts on vehicles, parts, and services
Responsibilities Customer Service Representative:
Assist customers in person and over the phone with professionalism, accuracy, and care
Provide clear communication regarding services, appointments, vehicle status, or general inquiries
Support the service and sales teams by ensuring smooth customer flow and exceptional service experiences
Maintain organized records, update information in the dealership management system, and follow process guidelines
Help resolve customer concerns quickly and professionally while upholding dealership standards
Represent Paulding CDJR with a positive attitude and strong commitment to delivering outstanding service
Requirements / Qualifications Customer Service Representative:
Previous customer service experience in automotive, retail, hospitality, call center, or similar fields is preferred but not required
Strong communication skills, both written and verbal
Ability to multitask in a fast-paced environment while maintaining accuracy
A professional, friendly, and helpful attitude with a genuine desire to assist customers
Reliable, punctual, and able to work a consistent schedule
Comfortable learning dealership systems and computer applications
A team-oriented mindset and willingness to support coworkers and dealership goals
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
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Atlanta, GA
Job DescriptionBenefits:
Health Stipend
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
Securities Licensed Sales Team Member
Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.
Financial Advisor Meaningful Career, Not Just a Job!
Join a passionate team where your financial expertise makes a real difference.
At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence.
What We Offer:
Base salary plus uncapped commission earning potential
Access to existing State Farm customer households
Wealth Academy Training and professional mentorship
Investment options through American Funds and BlackRock
What Youll Do:
Provide comprehensive financial advice and planning to clients
Build lasting relationships through proactive communication and trust
Partner with an experienced career agent to grow your business
Demonstrate sound judgment, market knowledge, and client-first integrity
What Youll Bring/Job Requirements:
6, 63, and 65 Licenses
2+ years of financial services experience
Proven relationship-building and advisory skills
Bachelors degree preferred
Join a team where your skills are valued, your growth is supported, and your work truly matters.
**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**
Financial Services Representative State Farm Agent Team Member
Member service representative job in Roswell, GA
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to identify and support local community events in our market.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Detail oriented
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to conduct interviews in the office
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable 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.
Financial Services Representative State Farm Agent Team Member
Member service representative job in Calhoun, GA
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
Flexible schedule
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ryan Scott State Farm. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Self-motivated
Proactive in problem solving
Able to learn computer functions
Pride in getting work done accurately and timely
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Overstaff Financial Services Representative
Member service representative job in Marietta, GA
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $16 - $17
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Member service representative job in Carrollton, GA
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Covington, GA
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Free food & snacks
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ROLE DESCRIPTION:
As a Financial Services Representative, you will play a critical role in helping clients plan for their financial future. Using your Series 6 and 63 licenses, you will meet with customers to conduct personalized financial reviews and offer tailored retirement planning solutions through State Farms suite of financial products.
Your primary focus will be guiding clients through retirement strategies, while ensuring alignment with their long-term goals. This role combines financial expertise, relationship-building, and proactive sales skills to create meaningful, long-term value for each customer.
Minimum Qualifications:
Active Series 6 and 63 Licenses (Required)
Life & Health Insurance License (Required)
3+ years of experience in financial services, insurance, or investment sales
Strong knowledge of retirement planning tools.
Excellent communication and interpersonal skills
Proven ability to build trust and long-term relationships
Experience conducting one-on-one financial appointments preferred
Key Responsibilities:
Schedule and complete structured financial appointments with customers
Conduct comprehensive reviews of client financial needs and goals
Present and recommend State Farm retirement planning products
Educate clients on saving strategies, investment options, and risk management
Maintain accurate and compliant documentation of all recommendations and sales
Follow up with leads and existing clients to ensure satisfaction and retention
Collaborate with team members to identify cross-sell opportunities in Life, Health, and Property & Casualty
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.