58 financial services representative jobs at 28 companies in Doral, FL
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Financial Services Representative – State Farm Agent Team Member
Hialeah or Jupiter
$40k/yrOnsiteFull Time
James Boruff Insurance and Financial Services: Local insurance agency providing auto, home, and life insurance.
Bachelor's degree in finance/economics/accounting; financial licenses; experience in financial services; strong math, analytics and communication skills.
Financial Services Representative I - South Branch
Miami, Florida, United States
$21/hrOnsiteFull Time
Dade County Federal Credit Union: Member-owned financial institution providing banking and loan services.
High school diploma or equivalent, intermediate PC skills with Microsoft Office and Windows, strong communication, mathematical and organizational skills, and English-Spanish bilingual proficiency. Two years of financial sales experience preferred.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer-service experience preferred; high energy, flexibility, and coachability. Must complete SIE, Series 7, and Series 66 exams (paid/sponsored). Strong interpersonal, attention to detail, and multitasking skills.
Memorial Healthcare System: Providing specialized medical services and comprehensive hospital care.
High school diploma or equivalent required; strong communication and customer-service skills; no experience required but 1 year hospital/medical office or customer service preferred; ability to perform clerical and patient-facing registration and financial tasks.
Money Mart: Provides retail financial services including loans and check cashing.
1+ YOEOne year of financial services and sales experience, customer service and cash handling experience, sales orientation, and a high school diploma or equivalent.
Miami or Fort Lauderdale or Coral Gables or Aventura or Naples
$67k-$89k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree strongly preferred; financial services, insurance, or business development experience beneficial but not required. Strong communication, interpersonal, analytical, and relationship-building skills required.
Financial Services Attorney (Loan Workouts, Restructuring & Recovery)
Baton Rouge or Dallas or Fort Lauderdale or Houston or New Orleans or Tampa
HybridFull Time
Hinshaw & Culbertson: Full-service law firm providing legal, regulatory, and litigation counsel.
10+ YOEJ.D. and active bar admission required, with 10+ years representing lenders or creditors in loan workouts, restructurings, distressed credit, recovery, enforcement, and related matters.
Insurance and Financial Services Position - State Farm Team Member
Hallandale Beach, Florida, United States
$60k-$80k/yrOnsiteFull Time
Sharon King - State Farm Agent: An insurance agency that helps customers manage everyday risks and plan their financial future.
3+ YOE3+ years insurance/financial services experience, strong communication and interpersonal skills; insurance license preferred; FINRA Series 7 and 63 preferred.
Insurance and Financial Services Position - State Farm Team Member
Miami, Florida, United States
$70k-$90k/yrOnsiteFull Time
Manny Morin - State Farm Agent: Local agency providing personal insurance and financial service solutions.
Sales-focused role requiring excellent communication and relationship-building; lead generation, client education, and record management; sales or customer service experience preferred; goal-oriented and able to manage priorities.
Convergint: Global systems integrator for security, fire, and building automation.
3+ YOEManage service delivery and assigned accounts, schedule and follow up on maintenance, track costs and contracts, perform invoicing, attend customer meetings; requires strong customer service, Microsoft Outlook/Excel/Word proficiency, and basic financial knowledge.
Microsoft Outlook, Microsoft Excel, Microsoft Word
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide professional client service, manage client/pet flow, perform administrative and financial tasks, use clinic software and Microsoft Office, one year related experience preferred, high school diploma preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Burned Out from the 9-5? There's Another Way - Remote Role
Hollywood, Florida, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
Allstar Gold Insurance: Providing personal and commercial insurance solutions for local clients.
Sales experience preferred (insurance/financial services), strong communication and interpersonal skills, ability to work independently and in a team, client-focused, willingness to learn and develop professionally.
SERVPRO Team Miller: Provides residential and commercial property restoration and cleaning services.
2+ YOE2+ years B2B sales experience, service-sector marketing/sales experience, strong communication and financial aptitude, bachelor's in marketing or business preferred, ability to pass background check.
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York City or Oklahoma City or Portland or Austin
$64k-$83k/yrFieldTemporary
Small Business Administration: Federal agency supporting small business growth and disaster recovery.
1+ YOEOne year of specialized experience equivalent to GS-09, including team oversight, work-product review, financial-document analysis, and program data reporting; or qualifying graduate education in a related field.
Ocean Bank: Provides retail and commercial banking services in South Florida.
2+ YOEHigh school diploma or equivalent, 2+ years of teller or related financial customer service experience handling cash, and 1+ year of banking experience. Requires banking operations, communication, organization, and computer skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook