Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
NewCustomer Service Representative Hajoca CorporationCustomer Service RepresentativeHawthorne, CA$18–$22Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
Financial Aid Technician I Taft CollegeFinancial Aid Technician ITaft, CA$25.73–$28.36 / yearFull timeAssist Director in the collection and compilation of Financial Aid data and statistics from various sources, including electronic databases and enterprise systems such as Banner; independently assembles and summarizes information as directed. Communicate effectively with students, seeks clarification to accurately decipher the student’s need and schedule appointments with the correct person and refer them to the appropriate department, or provide them with appropriate forms.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Sales Representative / Business Consultant - San Gabriel, CA System OneSales Representative / Business Consultant - San Gabriel, CASan Gabriel, CA$39,600–$92,400 / yearIn this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover , an award-winning point-of-sale and business management platform. Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.
Sales Representative - Los Angeles, CA (Korean Requirement) System OneSales Representative - Los Angeles, CA (Korean Requirement)Los Angeles, CA$82,000 / yearIn this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover , an award-winning point-of-sale and business management platform. This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow.
NewCommercial Sales Representative - Title Insurance - CA Pernini Recruiting CompanyCommercial Sales Representative - Title Insurance - CASan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative with deep local market knowledge and strong San Francisco connections to drive mid-to-large commercial transactions. This opportunity offers substantial earning potential, uncapped commissions, and the ability to build long-term client relationships in an underserved and highly competitive market.
Member Services Representative System OneMember Services RepresentativePasadena, CA$23–$29 / hourSystem One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Educate members on self-service and 24-hour technology channels, processing check orders and PIN changes.
NewOutside Sales Representative Sunstate EquipmentOutside Sales RepresentativeColton, CA$39,000–$59,500 / yearPlus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.
Relationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
NewAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCAREAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemOrange, CA$40,000–$48,000 / yearCoordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Financial Representative Trainee (Sales) - Sacramento, CA Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Sacramento, CASacramento, CA$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Financial Representative - Entry Level Salinas Financial GroupFinancial Representative - Entry LevelManhattan Beach, CaliforniaBeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Entry-Level Financial Representative Salinas Financial GroupEntry-Level Financial RepresentativeManhattan Beach, CABeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramCampbell, California$500–$1,000 / yearInternOur 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.
Licensed Financial Representative AmplifyLicensed Financial RepresentativeSan Francisco, CARemote$50,000–$200,000This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.
Financial Representative Entry Level San FranciscoFinancial Representative Entry LevelSan Francisco, CaliforniaBeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
Financial Representative Trainee (Sales) - Sacramento, CA Careers Mutual Of OmahaFinancial Representative Trainee (Sales) - Sacramento, CACaliforniaAs a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.
Financial Representative Entry Level Monterey DistrictFinancial Representative Entry LevelMonterey, CaliforniaBeyond our work in financial planning, our district is deeply committed to giving back—supporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics.
Financial Representative - Seeking Growth Foster RegionFinancial Representative - Seeking GrowthLaguna Hills, CaliforniaPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Representative - Seeking Growth Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthLaguna Hills, CA$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
NewEmergency Financial Representative, PT Evenings PIH HealthEmergency Financial Representative, PT EveningsWhittier, CA$23–$34.96Part timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
NewEmergency Financial Representative, FT Days PIH HealthEmergency Financial Representative, FT DaysWhittier, CA$23–$34.96Full timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
Emergency Financial Representative, FT Evenings PIH HealthEmergency Financial Representative, FT EveningsWhittier, CA$23–$34.96Full timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
NewEmergency Financial Representative, Per Diem Variable PIH HealthEmergency Financial Representative, Per Diem VariableWhittier, CA$25.75Part timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
NewEmergency Financial Representative, FT Nights PIH HealthEmergency Financial Representative, FT NightsWhittier, CA$23–$34.96Full timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
Emergency Financial Representative, PT Days PIH HealthEmergency Financial Representative, PT DaysLos Angeles, CA$23–$33.78Part timeThe fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
NewFinancial Representative (Remote) Synergy FinancialFinancial Representative (Remote)San Jose, CaliforniaRemote$75,000–$100,000 / yearMeraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative. Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions.
Financial Representative – State Farm Agent Team Member David Ceballos - State Farm AgentFinancial Representative – State Farm Agent Team MemberFontana, CAROLE DESCRIPTION: As Financial Representative – State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.
Financial Representative – State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Representative – State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Financial Sales Representative Hire Up Staffing ServicesFinancial Sales RepresentativeSan Jose, CAThis role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.
Patient Financial Responsibility Representative UCLA Health SystemPatient Financial Responsibility RepresentativeLos Angeles, CA$30.47–$47.85 / hourb'nn n n n n n n n n n n n nn n n n n n n n n n n n n n n n n n Patient Financial Responsibility Representative - - 31540 - UCLA Healthn n nnnn nn n n n nn n n n n Skip to content nn n n n n n UCLA Health Home Page n n nn nnn n nn n Main menu. Press enter or space keys to expands and escape key to collapse nn n n n n n n Sear...
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Diego, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Financial Aid Representative California State UniversityFinancial Aid RepresentativeNorthridge, CA$4,047–$5,896The position reviews financial aid documentation for accuracy and compliance, responds to student inquiries, performs file review and verification activities, maintains records, participates in outreach and training activities, and refers students to appropriate campus resources when needed. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Financial Services Representative – State Farm Agent Team Member Isaiah Tovar - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDinuba, CAService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Aid Representative CSU CareersFinancial Aid RepresentativeNorthridge, CaliforniaThe position reviews financial aid documentation for accuracy and compliance, responds to student inquiries, performs file review and verification activities, maintains records, participates in outreach and training activities, and refers students to appropriate campus resources when needed. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
NewBank Financial Services Representative (Personal Banker) First Citizens BankBank Financial Services Representative (Personal Banker)Los Angeles, California$24.05–$35 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Financial Aid Representative California State University, NorthridgeFinancial Aid RepresentativeNorthridge, CaliforniaThe position reviews financial aid documentation for accuracy and compliance, responds to student inquiries, performs file review and verification activities, maintains records, participates in outreach and training activities, and refers students to appropriate campus resources when needed. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm AgentFinancial Services Representative - State Farm Agent Team Memberoroville, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Curtis Anderson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Senior Financial Clearance Representative - Admitting - Full Time 8 Hour Variable Shift (Non Union) University of Southern CaliforniaSenior Financial Clearance Representative - Admitting - Full Time 8 Hour Variable Shift (Non Union)Glendale, CA$25–$39.69 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. The Senior Financial Counselor Representative (VHH) provides daily leadership support, including monitoring work quality, assisting with workflow questions, and assisting management with department schedule and coverage as needed in assigned area(s).
Financial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Marino, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative IWalnut Creek, CA$20–$23 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Sales Representative III Citizens Business BankFinancial Sales Representative IIIRiverside, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Sales Representative II Citizens Business BankFinancial Sales Representative IIPasadena, CAThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Sales Representative IV Citizens Business BankFinancial Sales Representative IVBrea, CAThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Patient Financial Responsibility Representative University of CaliforniaPatient Financial Responsibility RepresentativeLos Angeles, CA$30.47–$47.85 / hourGenerating cost estimates may include pre-service registration and financial clearance activities, such as verifying insurance benefits and eligibility, determining patient liability information, understanding appropriate authorization/referral requirements for scheduled appointments, and/or informing patients of their financial responsibility before their appointment. We're seeking detail-oriented, self-directed professional with: Interpersonal skills and ability to communicate effectively and diplomatically with patients, staff and physicians; give and receive information, clarify policies, and mediate if necessary with patients, physicians, and technologists.
Financial Assistance Representative I Redwood Credit UnionFinancial Assistance Representative INapa, CA$27–$35 / hourRedwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.