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125 financial representative jobs at 55 companies in Pennsylvania

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Financial Representative - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Customer service or financial services experience; willingness to study for Series 7 and 66; strong interpersonal, organizational, and detail skills; coachable and collaborative.
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Financial Representative - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Customer service, phone support, or financial services experience is helpful; strong interpersonal, organizational, prioritization, detail, and client-assessment skills required. Series 7 and 66 licenses required.
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1mo
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Financial Aid Representative
St. Davids, Pennsylvania, United States
OnsiteFull Time
Eastern University
Eastern University: Christian nonprofit university serving undergraduate, graduate, professional, and seminary students through on-campus and online programs.
1+ YOEBachelor's degree required; 1+ year financial aid office experience preferred; knowledge of federal/state/university aid policies; strong written and oral communication, attention to detail, and confidentiality.
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2w
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Financial Representative Career Changer Opportunity
Jamison, Pennsylvania, United States
$65k-$85k/yr OnsiteFull Time
ProducifyX
ProducifyX: Tech-enabled recruitment services for modern businesses.
Strong interpersonal, communication, analytical, and relationship-building skills required. Bachelor's degree preferred; financial services experience beneficial but not required. Must obtain required financial and insurance licenses.
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3w
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College Financial Representative, Internship Program
Lancaster, Pennsylvania, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
Full-time student, preferably a junior or senior, with entrepreneurial ambitions, sales interest, strong time management, campus involvement, and interest in financial literacy and planning.
Series 6, Series 63, CFP
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3w
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Senior Financial Services Representative
Chambersburg or Harrisburg
OnsiteFull Time
F&M Trust
F&M Trust: Independent community bank serving individuals, businesses, and governmental entities across south-central Pennsylvania and Washington County, Maryland.
High school diploma or equivalent; customer-focused with strong communication, sales aptitude, accuracy, adaptability, and teamwork; comfort discussing financial products and performing branch transactions.
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2w
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Financial Services Representative
Reading or Dallas or United States or Canada
OnsiteFull Time
Premier Truck Group
Premier Truck Group: Private commercial truck dealership group selling new and used trucks with parts, maintenance, repair, and collision services.
Bachelor's degree preferred or equivalent experience; requires communication, organization, outbound outreach, customer engagement, Microsoft Office and CRM/business systems proficiency, analytical and decision-making skills.
Microsoft Office, CRM
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4d
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Student Financial Services Representative
Langhorne, Pennsylvania, United States
OnsiteFull Time
Cairn University
Cairn University: Private Christian nonprofit university serving undergraduate and graduate students through Bible-centered academic and professional programs.
1+ YOEBachelor’s degree or equivalent education and experience, plus 1–3 years in administration, customer service, accounts, financial aid, or a related field. Requires communication, analytical, organizational, and Microsoft Office skills.
Microsoft Office, PowerCampus, PowerFAIDS
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Financial Representative – State Farm Agent Team Member
Wayne, Pennsylvania, United States
$35k-$65k/yr OnsiteFull Time
Stephen DiOrio State Farm
Stephen DiOrio State Farm: Independent State Farm insurance agency serving Wayne-area customers with auto, home, life, business, and financial services.
Bachelor's degree in finance/economics/accounting; need licenses; proven financial services experience; MS Office skills; strong math, analysis, communication, and sales track record.
Microsoft Office
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Financial Services Representative – State Farm Agent Team Member
York, Pennsylvania, United States
OnsiteFull Time
Michelle Kreeger State Farm
Michelle Kreeger State Farm: Independent State Farm insurance agency serving individuals and businesses with auto, home, life, health, and financial services.
Bachelor's degree in finance, economics, accounting, or related field; able to obtain financial service licenses; proven financial services experience; strong math, analytics, communication, and customer service.
Microsoft Office
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2w
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Patient Financial Services Representative
York, Pennsylvania, United States
OnsiteFull Time
OSS Health
OSS Health: Physician-owned Pennsylvania orthopaedic health system providing adult and pediatric musculoskeletal care, surgery, urgent care, imaging, and rehabilitation.
1+ YOEHigh school diploma required; associate degree in medical billing preferred. 1–2 years of insurance and billing experience preferred, with medical insurance, claims, reimbursement, communication, and computer skills.
Medent, CPSI, Internet
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Financial Account Representative – State Farm Agent Team Member
Philadelphia, Pennsylvania, United States
$40k-$70k/yr OnsiteFull Time
Ahida Garcia State Farm
Ahida Garcia State Farm: Independent Philadelphia State Farm insurance agency serving individuals and businesses with auto, home, life, and financial services.
Bilingual English-Spanish; Bachelor’s degree in finance/economics/accounting; licensed in Life and Health Insurance; proven financial services experience; strong analytical and communication skills.
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Financial Services Representative - State Farm Agent Team Member
Malvern, Pennsylvania, United States
$42k-$60k/yr OnsiteFull Time
Stephen DiOrio State Farm
Stephen DiOrio State Farm: Independent State Farm insurance agency serving Wayne-area customers with auto, home, life, business, and financial services.
Build relationships, generate new business, educate clients on insurance and financial products, maintain CRM records; strong communication and sales orientation; willingness to obtain insurance license.
CRM
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Financial Services Representative - State Farm Agent Team Member
Jamison, Pennsylvania, United States
$50k-$125k/yr OnsiteFull Time
Jason Carr State Farm
Jason Carr State Farm: Independent State Farm insurance agency serving Pennsylvania individuals, families, and businesses with insurance and financial products.
Requires life & health license (or ability to obtain), FINRA SIE and Series 6/63/65/7 preferred, previous financial services or insurance experience, strong communication and analytical skills, customer-focused demeanor.
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Financial Services Representative - State Farm Agent Team Member
Conshohocken or Philadelphia
$70k-$90k/yr OnsiteFull Time
Bill Weychert State Farm
Bill Weychert State Farm: Independent State Farm insurance agency serving families, individuals, and small businesses with insurance and financial services.
Required life & health insurance license, FINRA Series 6 and 63 (or equivalent); Series 65 preferred. Proven success in financial services or insurance sales, consultative selling, strong communication, and client relationship skills.
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Financial Services Sales Representative - Annuities
Radnor, Pennsylvania, United States
$45k-$81k/yr HybridFull Time
Lincoln Financial Group
Lincoln Financial GroupNYSE: LNC: Public financial services providing annuities, life insurance, group protection, and retirement services to individuals and employers.
4+ YOEBachelor's degree or 4 years' experience required. Must obtain FINRA SIE, Series 6, Series 63 (if required), and resident life & health licenses within 120 days. Strong communication and relationship skills.
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2w
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Financial Services Representative - State Farm Agent Team Member
Philadelphia, Pennsylvania, United States
$45k-$55k/yr OnsiteFull Time
Paul Hoffman State Farm Insurance Agent
Paul Hoffman State Farm Insurance Agent: Independent Philadelphia insurance agency serving individuals, families, and small businesses with State Farm coverage and financial services.
Strong communication, sales or customer-facing experience, self-motivation, goal orientation, and an insurance license or willingness to obtain one.
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3w
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Financial Services Representative - State Farm Agent Team Member
Bala Cynwyd, Pennsylvania, United States
$50k-$80k/yr HybridFull Time
Glenn Goodrich Insurance Agency
Glenn Goodrich Insurance Agency: Private State Farm insurance agency serving households and businesses in Pennsylvania, New Jersey, Delaware, and Maryland.
Sales or business development success preferred; strong communication, prospecting, customer relationship, multitasking, and technology skills required. Insurance licenses preferred or obtainable upon hire.
CRM
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4d
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Patient Financial Services Representative I - York - Days
York, Pennsylvania, United States
OnsiteFull Time
WellSpan Health
WellSpan Health: Integrated health system serving central Pennsylvania and northern Maryland.
1+ YOEHigh school diploma or GED required; associate degree preferred. Requires 1 year of experience, claims processing knowledge, medical terminology, analytical and communication skills, and billing software and Microsoft Office proficiency.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, DailyPay
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2w
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Outside Sales Representative
Harrisburg or United States
$87k-$119k/yr FieldFull Time
American Fidelity
American Fidelity: Private family-owned supplemental insurer serving employers and employees in education, public sector, automotive, manufacturing and healthcare.
Sales representatives sell insurance and financial products in defined territories, build customer relationships, develop needs-based recommendations, and conduct benefit enrollments and presentations.
Microsoft 401(k)
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