financial services representative

State Farm

<div>Benefits: 
<ul><li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li> 
</ul> 
 
ROLE DESCRIPTION: 
As an insurance and financial services representative for Reid Pace State Farm, you are vital to our daily business operations and customers&rsquo; success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 
 
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. 
 
RESPONSIBILITIES: 
<ul>
<li>Develop and maintain customer relationships in insurance and financial services.</li>
<li>Consult customers with comprehensive financial planning and insurance options.</li>
<li>Assist customers with retirement planning, investment management, and insurance needs.</li>
<li>Stay current with market trends and product offerings.</li>
</ul>QUALIFICATIONS: 
<ul>
<li>1+ years of experience in insurance and financial services.</li>
<li>Communication and interpersonal skills.</li>
<li>Licenses in insurance preferred.</li>
<li>Goal oriented with a great work ethic</li></ul> 
This is a remote position.</div>

Insurance and Financial Services Position - State Farm Team Member

TTEC

<div>Financial Customer Service Representative - Mumbai
Your potential has a place here with TTEC&rsquo;s award-winning employment experience. As a Customer Service Representative working Onsite in Nesco Goregaon, Mumbai,you&rsquo;ll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work&reg; certification in India says it all!
Our recruitment hub is open for walk-in applicants from Monday to Friday, between 10:30 am to 4:00 pm. Visit TTEC Mumbai at 403 &amp; 404, Nesco IT Park. Virtual interviews are available for those currently living outside of Mumbai and considering relocating to the city.
What You&rsquo;ll Do 
Do you have a passion for helping others? Whether it&rsquo;s getting answers for customers quickly, consulting on products with compassion or finding resolutions for their issues with a smile, you&rsquo;ll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You&rsquo;ll
<ul><li>Answer incoming communications from customers</li></ul>
<ul><li>Conduct research to provide answers for customers to resolve their issues</li></ul>
What You Bring to the Role
<ul><li>1 year or more of customer services experience</li></ul>
<ul><li>High school diploma or equivalent</li></ul>
<ul><li>Recognize, apply and explain your product or service knowledge</li></ul>
<ul><li>Computer experience</li></ul>
What You Can Expect
<ul><li>Supportive of your career and professional development</li></ul>
<ul><li>An inclusive culture and community minded organization where giving back is encouraged</li></ul>
<ul><li>A global team of curious lifelong learners guided by our company values</li></ul>
<ul><li>Compensation ranges from 30,000 to 41,000 (CTC) + Night Shift Allowance.</li></ul>
Visit https://mybenefits.ttec.com/ for more information.
A Bit More About Your Role 
We&rsquo;re committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can&rsquo;t be taught &ndash; a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to the Project Manager. You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC 
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. 
Primary Location: India-Maharashtra-Mumbai 
Job: _Customer Care Representative</div>

Financial Customer Service Representative - Mumbai

New York Life

<div>We&rsquo;re looking for experienced professionals to join our team. Whether you&rsquo;re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there&rsquo;s no better place to work than New York Life Insurance Company. So if you&rsquo;re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We&rsquo;re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently

Outgoing personality with the ability to develop relationships (i.e., &ldquo;People Person&quot;) and a sincere desire to help others

Fearless, positive attitude and willingness to be accountable for results

Organized, detail-oriented and excellent time-management skills

Desire for continuous learning

Good communicator&mdash;excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:

Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path

The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support

Dedicated underwriters who work diligently on cases

Committed managers who don&rsquo;t sell; instead they&rsquo;re dedicated to helping you succeed

A team of highly-trained, experienced product consultants to support your client acquisition needs

Significant income potential

Substantial benefits, including a defined benefit pension plan and 401k1

About New York Life

We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency

EOE M/F/D/V/SO

SMRU 1708927 (Exp.07.01.2019)

1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.</div>

Insurance Agent

AmeriCU Credit Union

<div><div>Teller</div>
<div>Location: 5212 W Genesse St, Camillus, NY 13031</div>
<div><div>Starting Rate - $18.00/hour to $20.00/hour, actual rate will depend on experience.</div>
<div>Status: Full Time</div>
<div>Position is incentive &amp; bonus eligible</div>
<div></div><div>Who Are We?</div>
<div>AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!</div> 
<div></div>
<div></div><div>The Position:</div>
<div>AmeriCU Credit Union is in search of a Teller who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a Teller you will provide professional and quality service that exceeds member expectations. Evaluate member needs to provide the right financial products and services. Develop, manage, expand and retain relationships with members and potential members. Educate and prepare members for financial success.</div>
<div></div><div>What You&rsquo;ll Do:</div>
<div>As a Teller your primary responsibilities will include:
<ul><li>Greet members in a professional and enthusiastic manner that embraces the MVP-1 Team culture.</li>
<li>Serve members via face-to-face or through the remote teller system (RTS) with their banking transactions, including but not limited to processing deposits, withdrawals, loan payments, money orders and savings bonds, etc.,</li>
<li>Ensure all transactions are performed accurately and efficiently for balancing purposes, May prepare daily reports such as daily inventory, kiosk/ATM and Coin Machine balancing sheets, Record into the Customer Relationship Management software (Synapsys) all encounters with both members and non-members for accurate recording of services provided.</li>
<li>Adhere to credit union and departmental policies and procedures.</li>
<li>Cover shifts as needed in any Financial Center within your assigned region. You may be required to assist another region if needed. A reasonable commute from their primary Financial Center.</li>
</ul></div><div>Come grow with us!</div>
<div>Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:</div>
<div></div><div>Competitive rates on our Medical, Dental and Vision plans</div>
<div>Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU&rsquo;s High Deductible Health plans</div>
<div>Paid Holidays</div>
<div>Paid Time off</div>
<div>Employee Appreciation Events</div>
<div>401(k) Matching after 1 year of employment</div>
<div>Employee Assistance Program</div>
<div>Tuition Reimbursement for Full-time employees after 1 year of employment</div>
<div>Life Insurance &amp; Accidental Death &amp; Dismemberment Insurance, free to all Full-time employees</div>
<div>Enhanced Short Term Disability &ndash; at no cost to you!</div>
<div></div><div>Get to know us more by clinking on the links below. See why YOU should choose AmeriCU!</div>
<div>https://www.americu.org/in-our-community/</div>
<div>https://www.americu.org/why-americu/</div></div></div>

Teller

Traditional Bank, Inc.

<div>Build and maintain strong customer relationships through accurate and efficient management of daily transactions. Assess customer needs and provide information about additional products and services. Adhere to fraud prevention and audit standards as it relates to all transactional, operational, customer service and regulatory duties. 
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 
Greets all persons in a friendly, courteous manner and consistently demonstrates Traditional Bank service standards. (TTE) 
Responsible for cross selling of bank products and services. (TTE) 
Consistently ask for customer referrals and offer supporting materials at all customer interactions. (TTE) 
Ability to understand and explain policies and procedures that affect customers. 
Knowledge of and ability to explain Traditional Bank products and services including checking and savings, mobile banking, online banking and credit cards. (TTE) 
Ability to research, resolve and communicate helpful information related to products and service issues presented by customers. 
Support of other Traditional Bank departments in fulfilling customer needs. 
Executes daily banking transactions in branch and through drive-up banking including but not limited to customer deposits, check cashing, issuing official checks, change orders, redeeming savings bonds and assisting customers with access to safe deposit box. 
Processes customer payments including loan payments, safe deposit box fee payments, credit card payments. 
Maintain cash drawer daily; scan work into remote capture system. 
As needed balance and maintain ATM, assist with coin counter, perform vault duties, and issue debit cards. 
Ability to manage customer inquiries related to checking, savings and other accounts. 
Ability to research and identify customer issues in online banking. (FXIM) 
Upholds all regulatory standards as outlines by BSA department including but not limited to holds, CTR&rsquo;s and OFAC. 
Adhere to audit standards as outlines by branch administrator and Banking Center Manager. 
Completes all online compliance training as required. 
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
1. High school diploma or equivalent. 
2. Interpersonal skills necessary to establish a courteous and friendly relationship with customers and the ability to interact effectively with work group. 
3. Basic math skills to maintain and balance a cash drawer with accuracy. 
4. Basic P.C skills necessary to operate a computer display station required in daily duties. 
5. Ability to exercise confidentiality and exercise good judgement in decision making. 
6. Ability to work under pressure and time constraints. 
7. Must be a team player. 
8. Must be willing to work at all market locations as needed. 
9. Must be available to work on Saturday. 
PHYSICAL DEMANDS&hellip; The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
While performing the duties of this Job, the employee must be able to use keyboard/mouse, and communicate with employees. The employee is frequently required to stand; walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and distance vision. 
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.</div>

TELLER I

Horace Mann

Join Horace Mann: Empower Educators, Achieve Financial Success Ready to Make a Difference? Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. Together, we can help educators secure their future while empowering you to achieve your own. As an Insurance Producer at Horace Mann, you'll receive mentorship from an experienced agent while gaining hands-on experience in the industry. Our insurance products are tailored to meet the unique needs of educators, and we provide outstanding training, competitive rates, and flexible work options. With an unparalleled compensation structure, exciting incentives, and bonus opportunities, top performers have the chance to earn all-expenses-paid trips to amazing destinations. Why Join Us? <ul> <li>Performance-Based Compensation 1099 with a 36-month incentive plan and enhanced commissions</li> <li>Monthly incentives based on sales volume for the first 36 months</li> <li>Quarterly production bonuses for the first 36 months</li> <li>No external office requirement-work from anywhere</li> <li>Leverage established books of business while building your own practice</li> <li>Access to a niche market that increases your potential for success</li> <li>Value-added services to connect you with ideal clients</li> <li>Simple, streamlined products and sales processes for quick success</li> <li>Networking, community, and industry events to expand your connections</li> <li>A comprehensive, multi-line product portfolio in a 'One-Stop Shop' model</li> </ul> What You Will Do: <ul> <li>Solve financial challenges faced by educators through tailored solutions</li> <li>Present with confidence-one-on-one or in large groups-to educate potential clients on products</li> <li>Engage in community and networking events, expanding your professional connections</li> <li>Stay current with industry trends and apply new knowledge to help clients</li> <li>Cultivate strong market relationships and build a solid client base</li> <li>Invest time and resources in ensuring the success and growth of your business</li> </ul> What We're Looking For: <ul> <li>A commitment to helping educators achieve financial prosperity</li> <li>Strong interpersonal and presentation skills</li> <li>Self-motivation and the ability to manage your own business</li> <li>The ability to obtain or currently hold state licenses in Life & Health and Property & Casualty</li> </ul> Compensation and Benefits: <ul> <li>Sign-On Bonus</li> <li>Uncapped Earnings/Commission</li> <li>Structured Incentive & Bonus Pay to reward your hard work</li> <li>Work Environment-work in-person, in the field, and/or from an office setting</li> </ul> Support and Accountability: As an Insurance Producer, you'll be guided by a mentor agent who will support you every step of the way to ensure your success Horace Mann Educators Corporation - Founded by Educators for Educators Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal opportunity employer. # <img src="https://www.jobg8.com/Tracking.aspx?Fo4bepkShYN%2fakSJUvaRFWMXmSkoPCzEc" width="0" height="0" />

Insurance Producer Champaign, IL

<div>New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you&rsquo;re out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it&rsquo;s the reason why many people enter and stay in the career.
Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.
What is expected of our Agents?
The ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivate relationships and help every family member or individual pursue financial security.
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Provide compassion and guidance to clients when unfortunate life circumstances arise.
Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Make an impact in your community.
As a Financial Professional, you&rsquo;ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You&rsquo;ll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
About New York Life
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody&rsquo;s Investors Service (Aaa), Standard &amp; Poor&rsquo;s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We&rsquo;ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we&rsquo;ll always be there for our policy owners, and for future generations.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1827565 Exp 7/1/2020</div>

Financial Professional –Bilingual (Portuguese)

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