150 Results for

Financial Representative Jobs in Bethesda, 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.

Frederick, MD10 days ago

Sparks Group has partnered with a top Insurance company seeking driven and customer-focused Inside Sales Representatives for a Direct Hire opportunity to join a growing direct-to-consumer sales team within the life insurance space. In this role, you’ll connect with prospective customers, understand their needs, and guide them toward the right term life insurance solutions—all within a fast-paced, high-performing sales environment.

Bethesda, MD11 days ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

New!

Arlington, VA4 days ago

Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.

New!

Upper Marlboro, MD4 days ago

ProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.

New!

Manassas, VA1 day ago

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

New!

Chantilly, VA4 days ago

$85,000–$125,000

Weekly Pay – We pay weekly through direct deposit, so no more waiting weeks or months to be paid  Advancement – Endless opportunity for growth and advancement (95% of our Sales Operations Managers start as Sales Reps). Our highly successful, multi-channel lead generation platform provides you with high-converting, and quality pre-set sales appointments.

New!

Ellicott City, 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.

Arlington, VA12 days ago

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

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!

Ellicott City, 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.

Fairfax, VA8 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.

New!

Tysons (McLean), Virginia5 days ago

Remote

$97,948–$139,923 Per Year

Employees do not have to pay premiums if they enroll in the Aetna High Deductible Health Plan or the Kaiser HMO Plan; 15 days paid vacation and 13 holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid coverage for long term disability, life insurance, and accidental death & dismemberment; Flexible Spending and Health Savings accounts; Retiree health plan and a retiree health account (retiree HRA). The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Analyst for our office in Tysons (McLean), Virginia.

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.

Arlington, Virginia25 days ago

$95,000–$100,000 Per Year

The Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. Responsibilities: The Advisor will develop and apply frameworks to evaluate, strengthen, and monitor transparent, efficient use of public funds, and advises senior leadership and technical working groups on PFM strategies for global health.

Rockville, MD30+ days ago

Enter funding levels and revenue estimates for customers in FOH information system; accounts receivable/chargeback/credit card reject resolution which may include coordination of communication among customer and various FOH divisions; assist customers with status reports; charge quality assurance as related to per capita calculations and/or funds availability; run utilization reports; evaluation/ notification/review of population changes with per capita manager (service delivery manager) and finance manager for operational division; · Assist in the preparation for customer meetings; Financial Information Packet mailed to customer and received via secure fax; evaluation/notification/review of billing errors with operating division representatives. · Address funding issues (missing, outstanding, or short funding) with customers, project funding required for remainder of fiscal year, provide reports to customers (as requested), address, research, and resolve billing issues, at month end--review charges for per capitated agreements and validate funds availability for all service areas, respond to general customer services inquiries, assist account executives and operational leads in maintaining customer relationships.

Arlington, VA30+ 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–$25

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–$22

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.

New!

McLean, Virginia4 days ago

The Senior Director will combine deep technical expertise with strong business acumen -- translating complex data into actionable insights that measurably improve occupancy growth, labor optimization, revenue management, and NOI - with clear accountability for model performance and business outcomes. Reporting to the VP of Financial Planning & Analysis, this position is responsible for building and leading the data science and AI function that powers advanced analytics, predictive modeling, generative AI applications, and enterprise business intelligence across the Sunrise enterprise.

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.

New!

North Bethesda, MD6 days ago

If you've built a career advising CEOs, CFOs, COOs, and Executive Directors-and you're ready to own a revenue franchise instead of carrying a quota inside someone else's machine-this role is designed for you. As a Business Development Representative, you will operate as a trusted advisor to senior executives, owning the full revenue lifecycle from relationship development through close and handoff.

Tysons, VA30+ days ago

$120,000–$150,000 Per Year

This role is designed for a self-directed builder who can independently identify opportunities, develop strategic relationships, and convert Axle's data, analytics, and technology capabilities into high-impact commercial engagements. Axle Informatics is a bioscience and information technology company that offers advancements in translational research, biomedical informatics, and data science applications to research centers and healthcare organizations around the globe.

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.

Rockville, Maryland30+ 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. Our ideal candidate will have entry-level banking and/or retail experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution.

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, 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.

Potomac, MD12 days ago

Full-time

Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care. For pet owners, convenient solutions such as a mobile app, Thrive Plus membership, HereFurYou Helpline, online booking, and flexible financial options make accessing quality care simpler— giving families the peace of mind their pets deserve.

Leesburg, VA30+ days ago

Leveraging the world’s largest clinical lab database, the organization offers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management. This role has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures and performing venipuncture in a skillful, safe, and accurate manner.

Reston, VA10 days ago

For our clients - we provide staffing services that enable them to focus on their core competencies which will add value to their businesses. We provide technical staffing services and help businesses grow by solving their biggest recruitment challenges.

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.

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.

Chevy Chase, Maryland30+ days ago

$18–$31.89 Per Hour

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.

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.

New!

Glen Burnie, 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.

Bethesda, MD30+ days ago

Full-time

Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions.

Washington, DC17 days ago

$132,000–$166,000

ATD Technology, LLC is a certified minority woman owned business that creates opportunities to match qualified individuals with client programs while meeting all parties' financial and technical goals. 10 - 12 years related experience in multi-discipline security support for Special Access Programs (SAPs), Sensitive Compartmented Information (SCI), and Collateral data.

New!

Greenbelt, MD3 days ago

The Bilingual Member Care Representative plays a critical role in our member experience by providing a variety of service functions for our members and by working with members to best identify additional financial solutions that help to meet the member's specific needs. We are currently seeking an energetic, self-motivated professional with a positive attitude, excellent interpersonal and communication skills to join our dedicated team as a Bilingual Member Care Representative in our fast paced, high call volume Contact Center.

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Financial Representative Jobs in Bethesda, MD

Jobs

Auto Sales Representative - BMWPassport Auto Group

Inside Sales RepresentativeSparks Group

Entry Level Financial ProfessionalNew York Life - Washington DC - Virginia- Maryland

Pharmaceutical Field Sales RepresentativeInizio Engage

ProSolutions Sales RepresentativeHerc Rentals Inc

Outside Sales Representative- Paid Weekly- Paid TrainingSafe Haven Security

Outside Sales Representative - StairliftLeafHome

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeDavis Family Financial LLC

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.

Airline/Aviation Economic & Financial AnalystAir Line Pilots Association, Int'l.

Financial AdvisorThe Misch Group

Financial Advisor / CFP - Baltimore, MarylandKestra Financial Independent Advisor

Analyst III: Public Financial Management AdvisorNa Ali'i Consulting & Sales, LLC.

Financial Account AnalystSTG International, Inc.

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

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Services SpecialistKforce Inc.

Financial Services AssociateKforce Inc.

Senior Financial AnalystSayres Defense

Senior Director Data Science Financial Planning and AnalysisSunrise Senior Living

Financial AnalystSPS Consulting, LLC

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

Financial Analyst III - HealthcareWM

Senior Business Development Representative, C‑Suite Advisory SalesRose Financial Solutions LLC

Senior Manager, Business Development – Insurance & Financial ServicesAxle

Member Services RepresentativeSECU

Member Service RepresentativeLafayette Federal Credit Union

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

Teller Services RepresentativeSECU

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

Veterinary Client Service Representative - LeadFalls Road Veterinary Hospital

Phlebotomist Patient Services RepresentativeGTT

Sales Development RepresentativeSynerfac Technical Staffing

Virtual Phone Sales RepresentativeInsuraTec

Remarketing RepresentativeAmerican Credit Acceptance

Patient Services RepresentativePrism Vision Group

Patient Service RepresentativePrism Vision Group

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

Virtual Sales Representative - No Cold CallingLegacy Harbor Advisors

Front Desk RepresentativeClearway Pain Solutions

Sales Representative (Direct to Client)Rapid Finance

Program Security Representative III (JBAB) w/ TS/SCIATD Technology LLC

Bilingual Member Care Representative (Hybrid- Greenbelt, MD)Educational Systems Federal Credit Union

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