Securityplus Federal Credit Union: Provides banking, lending, and financial services to its members.
1+ YOEHigh school diploma or GED, at least one year of customer service, retail, banking, or financial services experience, strong communication and financial regulatory awareness, and Saturday availability.
College Financial Representative, Internship Program
Washington, District of Columbia, United States
$500-$1k/yrOnsiteInternship
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably a junior or senior, with sales interest, entrepreneurial ambition, strong time management, financial literacy interest, and critical-thinking ability.
F&M TrustNASDAQ: FRAF: Provides retail and commercial banking and wealth management services.
High school diploma or equivalent; customer-focused with strong communication, sales aptitude, accuracy, adaptability, and teamwork; comfort discussing financial products and performing branch transactions.
Premier Group Services: A full-service certified public accounting and consulting firm.
2+ YOE2+ years related experience in business, financial, accounting, IT, or acquisition support; experience with complex program or financial management functions; ability to work independently under vendor supervision; on-site in Washington, DC.
Financial Services Representative - Washington, DC
Washington, District of Columbia, United States
$45k-$75k/yrHybridFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and organizational skills, enthusiasm for financial services, and successful completion of FINRA SIE, Series 7 Top Off, and Series 66 exams.
Financial Services Representative – State Farm Agent Team Member
York, Pennsylvania, United States
OnsiteFull Time
Michelle Kreeger State Farm: Independent insurance and financial services agency.
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.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and multitasking skills, attention to detail, flexibility, self-motivation, and successful completion of sponsored SIE, Series 7 Top Off, and Series 66 exams.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer-service experience; ability to handle inbound calls, place trades, and obtain FINRA licenses (SIE, Series 7, Series 66); strong communication, attention to detail, and coachability.
OSS Health: Physician-owned health system providing specialized orthopaedic and musculoskeletal care.
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.
Financial Services Representative - State Farm Agent Team Member
Baltimore, Maryland, United States
$60k-$90k/yrOnsiteFull Time
Michael Doyle State Farm Agent: Independent insurance agency providing financial services and insurance solutions.
Active Life & Health license; FINRA SIE; Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
Financial Services Representative - State Farm Agent Team Member
Wilmington or Bel Air
$45k-$70k/yrOnsiteFull Time
Dawn Moore Jones State Farm Agency: Providing local community insurance and financial service solutions.
3+ YOERequires 3+ years of financial services experience, analytical and communication skills; SIE, Series 6, Series 63, or Series 65 licenses and relevant certifications preferred.
Patient Financial Services Representative I - York - Days
York, Pennsylvania, United States
OnsiteFull Time
WellSpan Health: Integrated healthcare provider serving Pennsylvania and Maryland communities.
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
Frederick Health: Provides comprehensive medical care and hospital services in Maryland.
1+ YOEHigh school diploma or GED required; strong analytical, communication, and organizational skills and 40 wpm typing required. One year of hospital or physician collections/billing experience preferred.
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Sales representatives sell insurance and financial products in defined territories, build customer relationships, develop needs-based recommendations, and conduct benefit enrollments and presentations.
High school diploma or equivalent; Microsoft Office proficiency; healthcare knowledge and medical terminology; strong communication, customer service, organization, multitasking, financial handling, and problem-solving skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Electronic Medical Record (EMR), Phreesia