financial services agent

American Family Insurance

<div>Community leader. Protector of dreams. That&rsquo;s what it means to be an American Family Insurance Agent! It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to own your future &mdash; we're interested in you! Apply today.
We&rsquo;re not simply looking for &ldquo;salespeople&rdquo; to become Agents. We&rsquo;re searching for passionate relationship builders&mdash;people who are ready to make a real impact in their community, provide exceptional care to our customers, and build something truly amazing!
You don&rsquo;t need insurance experience to succeed here. We welcome candidates from all industries and a variety of backgrounds, and if you do have insurance experience-that&rsquo;s a plus! Our Talent Acquisition team reviews every application and connects with qualified candidates to start the conversation. Explore your potential and apply today!
Agents operate as independent contractors, representing American Family and its products exclusively. As an Insurance Agent, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set.
Reasons why you should become an American Family Insurance Agent:<ul><li>
Financially Fit: American Family has the financial security to protect the dreams of your policyholders</li><li>
Fortune 500 company that is among the largest Property and Casualty insurance groups</li><li>
Offer American Family Insurance products as well as products and services through our subsidiary partners</li><li>
Training and support from a local team &ndash; from marketing, prospecting, business consultation and more</li><li>
Unlimited compensation potential including a New Agent Incentive Program</li></ul>
Requirements<ul><li>
Obtain Property and Casualty and Life and Health licenses</li><li>
Ability to pass a motor vehicle, financial/credit and criminal background check</li></ul>
We believe people are an organization&rsquo;s most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we&rsquo;re committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers&rsquo; dreams in ways never imagined.
#LI-AM1</div>

Insurance Agent - Springfield, MO

Nationwide Mutual Insurance Company

<div>Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide&reg;, &ldquo;on your side&rdquo; goes beyond just words. Our customers and partners are at the center of everything we do and we&rsquo;re looking for associates who are passionate about delivering extraordinary care.
This position will be hired on a SuccessFlex basis. 
The hired associate must reside within 35 miles of the following location:
Grandview: 1000 Yard Street Grandview OH, 43215
Work schedule: 2 days in office, 3 days remote. 
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
Key Responsibilities:<ul><li>
Process incoming payments for Individual Retirement Accounts (IRAs).</li><li>
Handle beneficiary updates and contract-level changes.</li><li>
Manage returned mail by updating records and re-sending account statements to members.</li></ul> 
Internal Note: Compensation Grade C3
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
 
 
As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description
Key Responsibilities:<ul><li>
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.</li><li>
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.</li><li>
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.</li><li>
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.</li><li>
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.</li></ul>
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences: 
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager&rsquo;s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions: 
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
#LI-DNI
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. 
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.
The national salary range for Financial Services Representative : $46,345.00-$75,500.00
The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00</div>
 <ul><li>Job Category Customer Service
</li><li>Position Type Full Time
</li><li>Posted 2026-05-09T08:08:01.263229+00:00
</li><li>Location(s) Ohio - Grandview Heights, 1000 Yard Street, H Building
</li><li>Line of Business
</li><li>Entity
</li><li>Recruiter
</li><li>Hiring Manager
</li><li>Experience Level
</li><li>Req ID 098102</li></ul>

Financial Services Representative

Campus USA Credit Union

<div>Hours for this position:
Monday - Friday: 9:45 AM - 6:15 PM
Saturday: 8:45 AM - 2:15 PM (1-2 per month)
Salary is based on experience; All experience must be clearly demonstrated on the application and must be verifiable<ul><li>
Call Center Agent 1 - Starting at $43,000</li><li>
Call Center Agent 2 - Starting at $49,600 *LENDING EXPERIENCE PREFERRED</li></ul>
Role
Assist members and potential members with phone requests by explaining products and services while also resolving inquiries and issues. A knowledgeable and effective communicator is essential to promote products and services that enhance the member's financial relationship with CAMPUS.
Essential Functions &amp; Responsibilities<ul><li>
Exemplifies the core values of CAMPUS while supporting our strategic priorities for members, employees, and community. Maintains the highest standard of professionalism, integrity, and confidentiality</li><li>
Assist members and potential members with their telephone requests. Answer questions about products and services, resolve problems within their authority, and refer issues beyond their authority to their supervisor along with their recommendations</li><li>
Handles the processing of loan applications for members, reviewing each request to ensure alignment with their financial needs. Identifies other lending products that could enhance their borrowing experience and provide greater financial flexibility</li><li>
Strive to meet established call volume, production, call review scores, and adherence goals</li><li>
Identify cross-sell opportunities and promote products and services to members</li><li>
Assure that appropriate records are maintained and required reports are prepared</li><li>
Performs other duties as assigned</li><li>
Adheres to and follows all governmental regulations and policies</li></ul>
Education<ul><li>
High School Diploma or GED</li></ul>
Experience
Call Center Agent 1<ul><li>
0 - 1 year of similar or related experience</li></ul>
Call Center Agent 2<ul><li>
1-3 years of prior call center experience and/or banking or credit union experience required. Lending experience preferred.
</li></ul>Other Skills
<ul><li>Attention to Detail</li><li>
Collaboration and Teamwork</li><li>
Communication</li><li>
Confidentiality and Discretion</li><li>
Conflict Resolution</li><li>
Cross-Selling</li><li>
Excellent Member Service</li><li>
Microsoft Office Products</li><li>
Problem Solving</li><li>
Product Knowledge</li><li>
Time Management and Organization</li></ul>
Full-Time Employee Benefits Package
Full-time employees are eligible for traditional benefits such as Health Insurance (medical, vision, dental), Life Insurance, Paid Time Off, Paid Holidays, Defined Benefit Pension plan, 401(k) with up to a 5% company match, and Short &amp; Long Term Disability Insurance. CAMPUS USA also offers other benefits such as Tuition Reimbursement, Paid Parental Leave, and Employee Wellness Reimbursement. CAMPUS USA Credit Union strongly encourages health, well-being, and work-rest balance. We do everything we can to promote healthy, happy employees!
EOE/AA including Veterans and Disabled</div>

Call Center Agent - Ocala

Disruptive IT LLC

Overview Core Platform Expertise<ul><li>Oracle Siebel CRM (Contact Center / Call Center modules)Strong hands-on experience configuring and supporting Siebel for high-volume customer service environments.</li><li>Siebel Tools</li><li>Business Components, Business Objects</li><li>Applets, Views, Screens</li><li>Workflows and Runtime Events</li><li>Task UI and service workflows</li><li>Scripting (eScript / Siebel VB)</li><li>Data Model and Configuration</li><li>Extension tables</li><li>Joins and links</li><li>Picklists, LOV management</li><li>Data validation and business rules</li></ul>Contact Center Capabilities<ul><li>Experience implementing and supporting agent workflows including:</li><li>Case / Service Request management</li><li>Customer interaction history</li><li>Knowledge management integration</li><li>Complaint and escalation workflows</li><li>Agent desktop configuration</li><li>Omnichannel interaction management</li><li>Understanding of how Siebel supports:</li><li>inbound call workflows</li><li>agent screen-pops</li><li>guided resolution processes</li><li>customer 360 views</li></ul>CTI and Telephony IntegrationExperience integrating Siebel with telephony platforms using Computer Telephony Integration (CTI).Typical environments include:<ul><li>Siebel CTI Toolbar</li><li>Open UI integrations</li><li>Telephony platforms such as:</li><li>Cisco UCCE / UCCX</li><li>Avaya</li><li>Genesys</li><li>NICE</li></ul>Capabilities include:<ul><li>screen-pop configuration</li><li>call event handling</li><li>agent state management</li><li>interaction logging</li></ul>Integration and MiddlewareExperience integrating Siebel with enterprise systems.Technologies may include:<ul><li>Siebel EAI</li><li>Web Services (SOAP / REST)</li><li>Integration Objects</li><li>XML messaging</li><li>JMS / middleware platforms</li><li>Oracle SOA Suite</li><li>API integrations with billing, identity, and customer systems</li></ul>Performance and ScalabilityExperience supporting large contact center deployments.Skills include:<ul><li>Siebel performance tuning</li><li>SQL and database optimization (Oracle DB)</li><li>Batch processing and EIM</li><li>Workflow performance tuning</li><li>Load troubleshooting for high agent concurrency</li></ul>Deployment and ArchitectureExperience in enterprise Siebel environments including:<ul><li>Siebel Server architecture</li><li>Gateway / Application Interface</li><li>Open UI deployments</li><li>Multi-environment release management</li><li>Dev / Test / Prod lifecycle</li></ul>Experience working with:<ul><li>Linux / Unix server environments</li><li>Web servers (Apache / Tomcat)</li><li>CI/CD or release automation</li></ul>Contact Center Operations UnderstandingMid-to-senior candidates should also understand operational realities:<ul><li>agent productivity workflows</li><li>call center KPIs</li><li>escalation processes</li><li>regulatory environments (healthcare, financial services, government)</li></ul>Preferred ExperienceSiebel Open UI customizationJavaScript developmentSiebel upgrade or modernization projectsMigration to cloud or hybrid architecturesExperience with large government or enterprise customer service platformsPay: $50.00 - $115.00 per hourWork Location: Remote

Oracle Siebel Contact Center – Mid to Senior Level

State Farm

<div><div><div>Benefits:</div>
<ul><li>Paid time off</li>
<li>Bonus based on performance</li>
<li>Training &amp; development</li>
</ul></div><div><div>Position Overview 
</div><div>Do you have aspirations to run your own business? If so, you may want to consider working in the office of Davina Baldwin - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. 
</div><div>Responsibilities 
</div><ul><li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Work with the agent to establish and meet marketing goals.</li>
<li>Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.</li>
</ul><div>As an Agent Team Member, you will receive... 
</div><ul><li>Simple IRA</li>
<li>Hourly pay plus commission/bonus</li>
<li>Health benefits</li>
<li>Paid time off (vacation and personal/sick days)</li>
</ul><div>Requirements 
</div><ul><li>Successful track record of meeting sales goals/quotas preferred</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>Detail oriented</li>
<li>Experience in a variety of computer applications, particularly Windows</li>
<li>Ability to assess customer needs and conduct effective interviews</li>
<li>Ability to explain complex financial issues in understandable terms</li>
<li>Bilingual - Spanish preferred</li>
<li>Property and Casualty license (must be able to obtain)</li>
<li>Life and Health license (must be able to obtain)</li>
<li>Associate's degree or higher preferred</li>
</ul><div>If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. 
</div><div>This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents&rsquo; employees are not employees of State Farm.</div>
</div>
Flexible work from home options available.</div>

Account Representative - State Farm Agent Team Member

Adventures Agency

As a Debt Settlement Sales Agent, you will engage in both outbound and inbound calls to convert leads into satisfied customers. The role primarilyinvolves helping clients by offering debt settlement services , which means negotiating with creditors on behalf of clients to reduce the total amount they owe.You will be guiding customers through the debt relief process, presenting tailored solutions, and closing deals over the phone. While cold calling is part of the role initially,the focus will shift to inbound leads, where clients are already interested in exploring financial solutions.Requirements: PC/Laptop Fluency In English Foreigners Can ApplyCompensation Scheme &bull;Average Agent Earn 65/75k Per Month (Full Time)&bull;Average Agent Earn 40/55k Per Month (Part Time)&bull;FullTime: Net 18k Commissions+Bounses In USD Spiffs+Salary Growth +daily+weekly Bounses&bull;Monday To Friday 5pm Till 2Am (1hr Break Included)&bull;PartTime:5 Working Hours ●7k Net ●Commissions+Bouns In USD ●Spiffs+Salary Growth ●Daily+Weekly Bounses&bull;Monday To Friday 6pm till 11pmPlease note that there will be a &gt;=1 day on site work weekly---How to Apply: Send your details on WhatsApp and our team will contact you: 01118777654Job Types: Full-time, New gradPay: E&pound;18,000.00 - E&pound;55,000.00 per monthWork Location: Hybrid remote in Cairo

Sales Closer (Work from home) Full Or Part Time (Egypt)

Coverpanda

About CoverPanda ServicesCoverPanda Services is a fast-growing bookkeeping, accounting, and tax services firm built specifically for franchise businesses. We partner with franchisors as their preferred accounting vendor, giving their franchisees access to reliable, high-quality financial services from a team that understands the franchise model inside and out.Our founding partners own and operate multiple Crumbl locations generating over $12M in annual revenue, so we know what franchise operators need because we are franchise operators. We currently serve 100+ client units and are growing fast, with new franchisor partnerships fueling our pipeline every quarter.The RoleWe are hiring a Tax Manager to own the tax function at CoverPanda. This is a client-facing, hands-on role where you will prepare and review returns, meet directly with clients, and build out the tax side of the practice as we scale. You will report directly to one of our Founding Partners (CPA) and work alongside a growing team of accountants and bookkeepers.This is not a back-office role. You will be the face of our tax services to clients, building relationships, advising on their tax situation, and making sure everything is handled accurately and on time.What You Will Do- Prepare and review federal and state tax returns for small businesses (primarily franchise clients), including S-Corps, partnerships, and sole proprietors- Meet with clients directly to gather tax documents, answer questions, discuss their tax situation, and provide proactive guidance- Manage the full tax calendar (extensions, estimated payments, filing deadlines) across a growing client base of 100+ units- Handle IRS and state correspondence, notices, and representation as an Enrolled Agent- Hire, train, and oversee 1 to 2 seasonal tax preparers during filing season to handle volume- Collaborate with the Founding Partner/CPA on complex engagements and help develop tax advisory services as the practice grows- Identify opportunities to improve processes, reduce turnaround times, and increase client satisfactionWhat We Are Looking ForRequired:- Enrolled Agent (EA) designation, active and in good standing- 5+ years of experience preparing and reviewing small-business tax returns- Direct client-facing experience. You are comfortable leading meetings, explaining tax concepts in plain language, and building trust with business owners- Strong knowledge of S-Corp, partnership, and sole proprietor taxation- Experience with tax preparation software (ProConnect, Lacerte, Drake, UltraTax, or similar)- Ability to work independently and manage your own workload with minimal oversightNice to Have:- Experience managing or mentoring junior staff or seasonal preparers- Familiarity with QuickBooks Online (our primary bookkeeping platform)- Experience working with franchise businesses or multi-unit operators- CPA license (not required, EA is our primary credential for this role)Why CoverPanda?- You are not joining a machine. You are building the tax function from the ground up. This is a leadership role from day one.- Our franchise-focused model means predictable, recurring client relationships, not one-off engagements that disappear after April.- We are growing fast. The franchisor partnerships in our pipeline will push us well past 100 units this year, which means your impact and career growth here are real.- You will work directly with the founding partners, not through layers of management. Your ideas and expertise will shape how we deliver tax services.- We invest in our people. Professional development budget, clear career paths, and a culture that values ownership and autonomy.CoverPanda Services is an equal opportunity employer.Job Overview We are seeking a dynamic and detail-oriented Tax Manager with Enrolled Agent certification to lead our tax planning, compliance, and consulting efforts. In this pivotal role, you will leverage your extensive tax experience to navigate complex tax laws, optimize client outcomes, and ensure adherence to regulatory standards. Your expertise in various accounting disciplines and financial concepts will drive strategic initiatives and support our clients&rsquo; financial success. This position offers an exciting opportunity to work with a talented team dedicated to delivering exceptional tax solutions across diverse industries.Responsibilities<ul><li>Manage and oversee all aspects of tax preparation, planning, and compliance for individual, corporate, partnership, and trust clients.</li><li>Provide expert guidance on estate planning strategies, wills, trusts, and estate law to optimize client wealth transfer goals.</li><li>Conduct detailed financial analysis and interpret financial reports to identify tax-saving opportunities and ensure accuracy in tax filings.</li><li>Prepare and review complex tax returns using advanced accounting software such as QuickBooks, Xero, Sage, and other financial tools.</li><li>Ensure compliance with GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and other regulatory reporting requirements.</li><li>Collaborate with clients on mergers &amp; acquisitions, private equity transactions, and investment strategies while maintaining strict adherence to securities law.</li><li>Perform audits, account reconciliations, balance sheet reconciliations, and general ledger accounting to support accurate financial reporting.</li><li>Lead efforts in financial report writing and interpretation to communicate insights effectively to clients and stakeholders.</li><li>Support non-profit accounting initiatives by managing accounts payable, payroll processing, budgeting, and asset management activities.</li><li>Maintain up-to-date knowledge of tax laws related to LIHTC (Low-Income Housing Tax Credit), securities law, and other relevant regulations.</li></ul>Experience<ul><li>Proven experience in public accounting or corporate accounting roles with a strong focus on tax experience across various industries.</li><li>Demonstrated expertise in estate planning, wills, trusts &amp; estate law, and non-profit accounting practices.</li><li>Extensive knowledge of financial concepts including double entry bookkeeping, debits &amp; credits, financial statement preparation, analysis skills, and asset management.</li><li>Familiarity with accounting software such as QuickBooks, Sage, Xero, and other financial software platforms used for bookkeeping and financial analysis.</li><li>Experience working with SOX compliance procedures and regulatory reporting standards is highly desirable.</li><li>Strong analytical skills with the ability to interpret complex financial data accurately while maintaining attention to detail.</li><li>Ability to manage multiple priorities efficiently while providing exceptional client service in a fast-paced environment. Join us if you&rsquo;re passionate about leveraging your tax expertise to make a meaningful impact! We value energetic professionals who thrive on solving complex financial challenges while helping clients achieve their goals through innovative solutions rooted in deep technical knowledge.</li></ul>Pay: $80,000.00 - $110,000.00 per yearBenefits:<ul><li>Continuing education credits</li><li>Flexible schedule</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid time off</li><li>Paid training</li><li>Professional development assistance</li><li>Work from home</li></ul>Application Question(s):<ul><li>How many small business tax returns did you prepare or review last filing season? Please describe your experience working directly with business owners on tax planning.</li></ul>Experience:<ul><li>tax preparation: 5 years (Required)</li></ul>License/Certification:<ul><li>Enrolled Agent (EA) designation (Required)</li></ul>Work Location: Hybrid remote in Orem, UT 84057

Tax Manager (Enrolled Agent)

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