21 client representative jobs at 10 companies in Rhode Island

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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
4w
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
3mo
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Work From Home - Client Services Representative
Pawtucket, Rhode Island, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Experience in client consultations, needs assessment, relationship management; comfortable with virtual meetings; strong communication; able to work from home.
Zoom, Web Conferencing, CRM
1mo
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Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI
Riverside or East Providence
$25-$28/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1+ year customer/client service experience; high school diploma/GED; intermediate computer proficiency; strong communication, problem solving, attendance, and ability to handle weekend/holiday schedules in an inbound contact center.
1w
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Trust Operations Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Knowledge of trusts and trust accounting, mutual fund and brokerage operations, Fidelity systems preferred, proficiency with Microsoft Office, strong communication and time-management skills.
Microsoft Office
2mo
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Sales Development Representative
Providence, Rhode Island, United States
$65k/yr OnsiteFull Time
Aerotek
Aerotek: Provides professional and industrial staffing and workforce solutions.
0+ YOEEntry-level sales role learning full sales cycle, prospecting, client engagement, qualification, onboarding; strong communication and willingness to learn.
LinkedIn, CRM, MS Excel
6d
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Insurance Sales Representative
Providence or Dedham
$80k-$120k/yr OnsiteFull Time
Bromberg Allstate Agency
Bromberg Allstate Agency: Local agency providing personal and commercial insurance solutions.
Proven sales management experience, ability to meet sales targets, strong leadership and interpersonal skills, ability to build client relationships, active or quickly obtainable P&C state insurance license.
1mo
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Fine Wine Sales Representative
Newton or Boston or Massachusetts or New York or New Jersey or Rhode Island or Maine or New Hampshire or Vermont
$65k-$80k/yr FieldFull Time
M.S. Walker
M.S. Walker: Importer and distributor of fine wine and spirits.
7+ YOEBachelor's degree; 7+ years wine & spirits industry experience (5+ years sales); 3+ years fine wine experience selling to premier Boston clients; relationship-building; conduct tastings/events; able to lift 45 lbs; active driver's license.
1mo
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Outside Sales Representative - Chicago, IL
Chicago or Illinois or Colorado or Hawaii or Nevada or Rhode Island or Vermont or Washington or United States
$40k-$92k/yr FieldFull Time
Fiserv
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
2+ YOEHigh school diploma and 2+ years quota-driven, self-sourcing sales experience with cold calling and lead generation; ability to prospect, conduct face-to-face meetings, install POS systems, and provide client training.
Clover
1mo
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Personal Lines CSR
Bristol, Rhode Island, United States
OnsiteFull Time
Superior Insurance Partners
Superior Insurance Partners: Acquires and manages a platform of independent insurance agencies.
3+ YOE3+ years customer service experience; property and casualty (P&C) license preferred; strong Microsoft Office skills and excellent communication, resilience, and relationship-building abilities.
Microsoft Office
2w
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Remote Sales Opportunity
Newport, Rhode Island, United States
$70k-$90k/yr RemoteFull Time
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Remote sales role; no cold calling. Schedule client appointments, assist with applications to completion, attend weekly training; disciplined, honest, confident, strong communicator.
1mo
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Inside Sales Rep-Hourly + Commission-Can live anywhere in U.S.
Tennessee or Mississippi or Pennsylvania or Montana or North Carolina or Louisiana or Maryland or Maine or Minnesota or Nebraska or Missouri or Colorado or North Dakota or Alabama or New York or New Jersey or New Mexico or Arizona or Nevada or Ohio or South Carolina or Connecticut or Texas or District of Columbia or Florida or Rhode Island or Iowa or Arkansas or South Dakota or Idaho or Illinois or Vermont or Kansas or Virginia or Delaware or Washington or Utah or Wisconsin or Georgia or Indiana or West Virginia or Kentucky or Oregon or Wyoming or Michigan or Massachusetts or New Hampshire or Oklahoma
$15-$24/hr RemoteFull Time
CVS Health
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
1+ YOE4-year degree or 1-2 years selling Medicare products; must obtain life & health insurance license within 60 days/2 attempts; strong phone, multitasking, computer, and communication skills; ability to pass AHIP, CE, product, security/compliance, client/carrier, and CMS certifications annually.
CRM, Microsoft Office