107 Results for

Financial Representative Jobs in Annapolis, MD

Jobs

New!

Suitland, MD4 days ago

$60,000–$150,000 Per Year
Full-time
Employee

Passport Auto Group is a family-owned and operated automotive group founded in 1991, serving the Washington, D.C. metropolitan area with nine dealerships and a collision center. Known for our commitment to superior customer service and community involvement through Passport Cares, we represent brands like BMW, Nissan, INFINITI, MINI, Toyota, and Mazda.

New!

Annapolis, Maryland5 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

COLLEGE PARK, Maryland30+ days ago

Organization : Name: WASHINGTON DC Default: Location : City: COLLEGE PARK Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Columbia, MD30+ days ago

Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team.

Washington, DC30+ days ago

WORKING CONDITIONS – Conditions are those of a typical office environment, requiring frequent oral and written communication with students and colleagues, and the ability to enter data and written communications accurately in electronic format in a timely manner. · Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms.

New!

Annapolis, Maryland5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Waldorf, MD30+ days ago

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Annapolis, MD8 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Baltimore, Maryland30+ days ago

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

Baltimore, MD30+ days ago

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.

Odenton, MD30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Baltimore, MD30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Alexandria, VA13 days ago

$20–$22

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

Alexandria, VA13 days ago

$20–$25

Washington, DC8 days ago

Must possess strong organizational and time management skills; the ability to prioritize and perform multiple tasks simultaneously; exceptional interpersonal and communication skills; highly self-motivated and resourceful with strong problem solving skills; and exceptional attention to detail. We offer a broad spectrum of technical, engineering and administrative services including acquisition, financial and program management; fleet synthetic training; logistics; ship construction engineering; systems engineering and integration; wargaming; test and evaluation; security, counterintelligence and policy analysis.

Washington, DC30+ days ago

Full-time

Minimum of 1-2 years of work experience in budgeting, finance, data analysis, accounting, as a financial analyst or related field. PHYSICAL DEMANDS OF THE WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Andrews Air Force Base, MD30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Washington, DC30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Annapolis, MD30+ days ago

$17.50–$25 Per Hour

Interacts in professional manner with PFS department members, hospital and external peers, occasionally leadership on special projects as determined by PFS management. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

New!

Towson, MD6 days ago

With a focus of making things easy, enjoyable and effective, the MSR brings a dynamic personality to ensure the delivery of exceptional member service through high levels of engaging communication, accuracy and efficiency while educating members on SECU products and services and making appropriate referrals. In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes: Compensation Information: Offers will be commensurate with experience and education.

Washington, District of Columbia30+ days ago

$38,662–$45,000 Per Hour

Consider a Lafayette Federal career if you want: An opportunity to make an impact in the lives of our membersA chance to work with some of the best minds in banking todayA forward-thinking benefits plan and competitive payAn environment that values differences in people Employee Benefits: We are committed to maintaining an attractive benefits package that gives those with Lafayette Federal careers the resources they need to effectively manage their health, promote their well-being and help plan an exciting future. In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also received national recognition by S&P Global’ s Top Performing Credit Union’s!

Linthicum Heights, MD13 days ago

In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes: Compensation Information: Offers will be commensurate with experience and education. Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.

Washington, DC30+ days ago

This role serves as the contractor's single point of contact and is responsible for the overall management and execution of contract requirements supporting DHS S&T financial support services. SGI Global is seeking a Part-Time Program Manager to support the Department of Homeland Security Science and Technology Directorate, Finance and Budget Division.

New!

Annapolis, MD6 days ago

Full-time

Assist members with account management tasks, including updating contact information, processing membership renewals, and resolving billing issues. Key Responsibilities of the Call Center Representative:Serve as the first point of contact for members, handling inbound and outbound calls, emails, and chat inquiries.

Washington, DC, DC30+ days ago

$50,000–$80,000 Per Year

In addition to training and guidance by a dedicated Sales Manager, our Sales Representatives receive support and collegiality from our mentorship program that pairs new employees with colleagues who are already experienced in their role. Generous health benefits, including PPO, EPO, and High Deductible medical insurance options, vision insurance, dental insurance, flexible spending accounts for healthcare, dependent care and commuter, gym membership reimbursement, and more.

Annapolis, MD30+ days ago

$17.50–$26 Per Hour

PBO Customer Service Representatives explain insurance and self-pay liability and assist customers in finding solutions to pay their balances by: collecting money over the phone, establishing payment plans, acting as a liaison for accounts in bad debt and determining eligibility for state/local programs including Luminis Health medical financial assistance programs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions: The PBO Customer Service Representative is responsible providing exceptional customer service to customers while resolving billing concerns and self-pay collections while adhering to compliance with policies and regulations.

New!

Washington, DCToday

Remote

$75,000–$120,000 Per Year

Keywords: Virtual Sales, Remote Phone Sales, Licensed Insurance Agent, Remote Closer, Inbound Sales, Work From Home Jobs, Telesales Agent, Final Expense, Life Insurance Sales, High-Ticket Closing, Commission Sales, Insurance Telesales, Appointment Closer. We’re hiring motivated Virtual Phone Sales Representatives who want to plug into a high-converting, fully scripted sales process—with zero cold calling and 100% remote flexibility.

Baltimore, MD30+ days ago

$65,000–$85,000 Per Year
Full-time

Complete understanding of the automotive wholesale industry, including the correlation and roles of automobile dealers, financial services companies and auction houses. We provide comprehensive, competitive set of health, retirement, financial and other benefits, access to paid time off, resources and support to our employees so they can make an impact and contribute to the growth of our business and the communities we serve.

Cambridge, MD30+ days ago

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential! Megan Holotik - State Farm Agency, located in Cambridge, MD has an immediate opening for a full-time Sales Representative.

Silver Spring, Maryland8 days ago

$18–$31.89 Per Hour

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. • Excellent interpersonal skills and ability to work effectively with physicians, co-workers, other departments and patients of all ages, and from across a broad range of cultural and social economic backgrounds.

Chestertown, Maryland30+ days ago

$18–$29.76 Per Hour

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c)executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. • Obtain legal photo identification and (if applicable) insurance card(s) and validate patient identity and coverage prior . to services being rendered to ensure patient safety and financial reimbursement.

Alexandria, VA30+ days ago

Your Role as a Virtual Sales Representative:Build meaningful client relationships by establishing trust and guiding clients toward financial security. Enjoy the flexibility of working from home, world-class mentorship, and unlimited earning potential, all in an environment designed for your success.

Annapolis, MD30+ days ago

Demonstrates Proficient Use of Practice Management Software: Efficient utilization of billing system database to update facility file and patient demographic information; assures correct balance of charge and payment batches, bank deposits, and proper reconciliation. The Patient Account Representative works in the Central Billing Office (CBO) providing billing services such as the processing and submission of patient charges and appropriate follow up with insurance companies and patients.

Annapolis, MD30+ days ago

$18–$23.87 Per Hour

Annapolis, MD30+ days ago

$17.50–$30.33 Per Hour

Demonstrates ability to apply technical knowledge in multiple systems, including but not limited to Epic-based applications, Meditech applications, administrative applications (i.e. Outlook, AAMC Intranet, Active Staffer, TimePC, etc.)and necessary online applications (i.e. IXT Copay Collections). Independently prioritizes PAR workflow (including, but not limited to, work queue management, patient registrations, insurance verification, and other assigned tasks) to meet deadlines and maximize productivity; Responsible for the daily monitoring and corrections of the department work queue(s).

Annapolis, MD30+ days ago

$17.50–$26 Per Hour

Adheres to the compliance policies of the department and organization (i.e. timely arrivals, minimal absences, appropriate attire, readiness for work, adherence to the department working schedule, follows AAMC policies regarding personal electronic devices, and other policies as outlined by the organization). Maintains knowledge of departmental issues and hospital-wide changes by attending appropriate meetings and in-services and by keeping abreast of all appropriate written and electronic materials provided to the employee.

New!

District of Columbia, DC4 days ago

Full-time

Multiple considerations are taken into account when determining the final salary/hour rate, including but not limited to, Contract Wage Determination, education and certifications, relevant work experience, related skills and competencies, as well as Federal Government Contract Labor categories. The Program Security Representative’s primary function is to provide multi-discipline security support for one or more of the customer’s Special Access Programs (SAPs).

Washington, DC30+ days ago

Key Responsibilities: Prospect and Approach: Identify and approach potential clients, primarily delivery workers, to introduce and sell our ebike solutions; Client Engagement: Engage with prospective clients in a friendly, professional, and assertive manner to understand their needs and present our ebike offers; Sales Presentations: Conduct compelling sales presentations and demonstrations to showcase the benefits of our ebikes; Relationship Building: Develop and maintain strong relationships with clients to ensure customer satisfaction, repeat business and referrals; Market Research: Stay informed about industry trends and competitors to effectively position our products; Sales Goals: Meet and exceed sales targets and objectives set by the company. As Whizz Field Outreach Representative, you will be the face of our company, responsible for approaching prospective clients and promoting our ebikes services.

Annapolis, Maryland15 days ago

$18–$23 Per Hour

When you join usas a Patient Service Representative Float,you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.

Baltimore, Maryland30+ days ago

$18–$23 Per Hour

When you join usas a Floating Patient Service Representative,you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.

Baltimore, MD13 days ago

$20–$21.59 Per Hour

At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear.

New!

Dundalk, MD6 days ago

$17–$19 Per Hour

Performs patient registration, patient financial services and data entry, greeting and referring patients, answering routine/administrative inquiries, and general office support activities as appropriate. As needed, handles phone inquiries from patients and others, screens calls to ascertain nature and urgency of inquiry and refers callers to the appropriate personnel.

Baltimore, MD13 days ago

$16–$19.61 Per Hour

We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live. At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.

Washington, DC21 days ago

$49,131.76–$73,697.64 Per Year

Ability to cross-sell products and services; attention to detail; Experienced with basic PC applications such as Word, Excel, and Outlook; knowledge of Credit Union policies and procedures with particular emphasis in teller and member service areas preferred. Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization.

Annapolis, MD30+ days ago

Duties include verifying enrollment status, making changes to records, addressing enrollment questions or concerns, resolving membership and billing issues, and accessing/updating enrollment and billing databases. + Communicate effectively with internal and external contacts to promptly resolve discrepancies in membership and billing information and to promptly provide accurate responses to written, telephone and online inquiries.

Laurel, Maryland8 days ago

$18–$23 Per Hour

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship.

Nottingham, Maryland11 days ago

$18–$23 Per Hour

Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship. With a growing number of employees, superior customer service remains the cornerstone of our business, and we pride ourselves in delivering a variety of loans with an enhanced focus on exceptional service.

Baltimore, MD30+ days ago

$39,600–$66,000 Per Year

Drive sales growth by levering deep product knowledge to educate potential customers on POS systems and online ordering platforms, converting leads into loyal clients through personalized consultative selling strategies. + Build and nurture relationships by scheduling in-person appointments at client’s restaurants/business to demonstrate the value of clover and BentoBox solutions for streamlining operations and boosting revenue.

Baltimore, MD30+ days ago

$39,600–$66,000 Per Year

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Financial Representative Jobs in Annapolis, MD

Jobs

Auto Sales Representative - BMWPassport Auto Group

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeWestern & Southern Life

Financial Services RepresentativeAlexander Brown - State Farm Agency

Student Financial Services RepresentativeUniversity of the Potomac

Financial AdvisorNorthwestern Mutual

Financial AdvisorShore United Bank

Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorThe Misch Group

Financial Advisor / CFP - Baltimore, MarylandKestra Financial Independent Advisor

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Services AssociateKforce Inc.

Financial Services SpecialistKforce Inc.

Senior Financial AnalystSayres Defense

Financial AnalystSPS Consulting, LLC

Personal Financial Counselor - Joint Base Andrews, MDMagellan Health Services, Inc.

Financial Analyst III - HealthcareWM

Finance Team Member - Patient Financial ServicesAnne Arundel Medical Center

Member Services RepresentativeSECU

Member Service Representative - Washington, D.C.Lafayette Federal Credit Union

Teller Services RepresentativeSECU

Program Manager – Financial Support ServicesSGI Global, LLC

Call Center RepresentativeBrightKey, Inc

College Publishing Sales Representative, Northern Virginia/Maryland Capital Region/DCW.W. Norton & Company, Inc.

Customer Service Representative - Professional Business OfficeAnne Arundel Medical Center

Virtual Phone Sales RepresentativeInsuraTec

Remarketing RepresentativeAmerican Credit Acceptance

Insurance Sales RepresentativeMegan Holotik State Farm Agency

Patient Services RepresentativePrism Vision Group

Patient Service RepresentativePrism Vision Group

Virtual Sales Representative - No Cold CallingLegacy Harbor Advisors

Patient Account Representative - Medicine - SurgeryAnne Arundel Medical Center

Patient Account RepresentativeAnne Arundel Medical Center

Patient Access Representative IIAnne Arundel Medical Center

Customer Service Representative-Radiology SchedulingAnne Arundel Medical Center

PSR II - Program Security Representative IIWatermark Risk Management International

Field Outreach Representative - Washington DCWhizz

Patient Service Representative FloatAdvanced Radiology

Patient Service Representative FloaterAdvanced Radiology

Account Service Representative I/II (Call Center) - Inbound (162ASR1/162ASR2)Municipal Employees Credit Union of Baltimore, Inc.

Front Desk RepresentativeClearway Pain Solutions

Account Service Representative (Call Center) - Outbound Part-TimeMunicipal Employees Credit Union of Baltimore, Inc.

Member Service Representative (Banker)United States Senate Federal Credit Union

Enrollment & Billing RepresentativeHighmark Health

Account Sales RepresentativeMariner Finance

Call Center Sales RepresentativeMariner Finance

Outside Sales Representative - White Marsh, MDFiserv

Outside Sales Representative-Baltimore, MDFiserv

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