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5 Financial Services Representative Jobs in Arcadia, CA

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Family Financial & Insurance Services
Arcadia, CA | Full Time | Part Time
$54k-67k (estimate)
3 Weeks Ago
MassMutual Greater Los Angeles
Arcadia, CA | Full Time
$111k-133k (estimate)
2 Days Ago
MassMutual Greater Los Angeles
Arcadia, CA | Full Time
$112k-133k (estimate)
7 Days Ago
RadNet
Arcadia, CA | Full Time
$40k-48k (estimate)
4 Months Ago
Financial Services Representative
$54k-67k (estimate)
Full Time | Part Time 3 Weeks Ago
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Family Financial & Insurance Services is Hiring a Financial Services Representative Near Arcadia, CA

Job Overview:
We are looking for highly motivated self-starters who are interested in entrepreneurial income opportunites in our Arcadia office. We are looking for a few key individuals who possess strong phone skills to handle client requests for insurance protection.

Duties:

  • Introduce their clients to all available insurance policy options and clearly explain them
  • Promote and sell a variety of insurance products
  • Run a proper risk-assessment for qualification
  • Arrange a payment method with the insured in writing
  • Follow up on claims filed by clients
  • Calculate premiums based on medical information and other discussed factors
  • Interview prospective clients
  • Process all insurance policy requests

Qualifications:
- Strong customer service skills with the ability to effectively communicate with customers
- Proven sales skills or open to learning the ability to upsell products and services
- Excellent math skills with the ability to perform calculations accurately
- Detail-oriented with strong organizational skills

Benefits:
- Paid Licensing courses and training for chosen candidates if not licensed.

-Competitive commission rates
- Comprehensive training program provided
- Opportunities for career advancement within the company

If you are looking for a rewarding career in the financial services industry, we encourage you to apply for the position of Financial Representative. No license is required and we will pay the cost on qualified candidates. Join our team and help make a positive impact protecting families through the power of life insurance. NO cold calling, EVER.

Job Types: Full-time, Part-time

Pay: $35,000.00 - $150,000.00 per year

Expected hours: 10 – 40 per week

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Arcadia, CA 91007

Job Summary

JOB TYPE

Full Time | Part Time

SALARY

$54k-67k (estimate)

POST DATE

05/07/2024

EXPIRATION DATE

05/22/2024

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The job skills required for Financial Services Representative include Customer Service, Products and Services, Cold Calling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

04/04/2022: Riverside, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

02/14/2022: Altoona, PA

Provide efficient sales, services to customers and monitor sales for all referral objectives.

02/13/2022: Saint Paul, MN

To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

02/26/2022: Topeka, KS

A financial service representative provides financial advice and matches financial products with customers' needs and goals.

02/16/2022: Richland, WA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

02/19/2022: Olympia, WA

Opt for more than a basic bank account.

03/19/2022: New York, NY

Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

02/16/2022: Frankfort, KY

Soft skills for financial services representative roles can be of help.

02/20/2022: Bradenton, FL

Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

01/08/2022: Miami, FL

Step 3: View the best colleges and universities for Financial Services Representative.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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