124 Results for

Financial Representative Jobs in Frederick, MD

Jobs

Lincoln, Virginia30+ days ago

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.

Frederick, Maryland8 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.

Kensington, MD30+ days ago

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.

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, MARYLAND30+ 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.

Kensington, MD30+ days ago

sterling, VA30+ days ago

ROLE DESCRIPTION: As a Financial Account Representative – State Farm Agent Team Member with Landey Patton - 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.

Frederick, MD30+ days ago

About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm.

Bethesda, MD30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience.

Kensington, MD30+ days ago

This position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

Mount Airy, MD30+ days ago

$1–$3 Per Hour

Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. • Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.

Rockville, MD30+ days ago

$55,000–$75,000 Per Year

FORTUNE100 Best Companies to Work For® 2025 Yellow and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 Americas Best Employers for New Grads Forbes 2025 Americas Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Ability to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.

New Market, MD30+ days ago

$45,000–$100,000 Per Year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Rockville, MD30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

rockville, MD30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

ashburn, VA30+ days ago

Bethesda, MD7 days ago

Job Overview: As Financial Manager of Client Accounting at FirstService Residential-the North American leader in residential property management- you'll play a visible, client‑facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you'll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.

Silver Spring, MD19 days ago

$65,000–$74,000 Per Year

A day in your life might include:Performance Management & Coaching• Ensure timely and accurate financial services are provided to the membership by demonstrating leadership, direction, and effective monitoring of staff at the Financial Center• Partner with Financial Center team members to set value-add SMART goals and create Individual Development Plans impacting professional development.• The Assistant Financial Center Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

Westminster, Maryland12 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

New!

Bethesda, Maryland5 days ago

Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

New!

Bethesda, MD4 days ago

Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

Leesburg, VA30+ days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: • Maternity and/or parental leave • Up to 11 paid holidays each year • 9 occasional absence days each year, unless otherwise required by law • Between 15 to 25 vacation days each year, depending on career level • And years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

North Bethesda, MD30+ days ago

$80,000–$90,000 Per Year

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.

Bethesda, Maryland30+ days ago

This role collaborates with Strategic Solutions & Services, Rebate Management, Network Strategy, and Strategic Data & Analytics to improve transparency, forecasting, and operational decision-making. Fueled by innovation and decades of leadership experience, LucyRx delivers better outcomes through its integrated specialty network, formulary marketplace, and next-day home delivery solutions.

Frederick, MD28 days ago

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.

New!

Bethesda, Maryland4 days ago

Our services are specifically designed for musculoskeletal (MSK) providers and go beyond that of a traditional MSO, empowering our clients with the precise infrastructure, data, technology, and administrative processes needed to thrive both today and tomorrow. The PFS Team Lead plays a pivotal role in supporting the Central Billing Office (CBO) by overseeing the daily operations of the Patient Financial Services team.

Bethesda, MD30+ days ago

As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Rockville, MD30+ days ago

FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.

Great Falls, VA26 days ago

$66,560–$99,320 Per Year

Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

College Park, MD30+ 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.

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.

Leesburg, VA30+ days ago

Must demonstrate Superior Customer Focus; ability to communicate openly and transparently with peers, supervisors and patients; ability to accelerate and embrace change; and knowledge of our business. The PSR has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner.

Columbia, MD30+ days ago

$17.15–$27.36 Per Hour

Rep- Student Services Salary Location Basseterre Saint George Basseterre Parish Job Type Full-time Location Basseterre Category Student Support Institution Ross University School of Veterinary Medicine Description Opportunity at a Glance RUSVMs Department of Student Experience provides programs and support that assist veterinary students achieve their goal of completing the veterinary program and becoming pra Reference 4a2bf709-bdf6-42fa-9eac-553c2c176089 Expiry Date 01010001. Registrar Services Representative Salary Location Lisle IL Job Type Full-time Location Lisle Category Student Support Institution Covista Description The Registrar Services Representative position works behind the scenes to complete transcript evaluations graduation audits records review student registration and various stretch assignments supp Reference 165b9227-292e-4c6e-b96f-23a488042db1 Expiry Date 01010001.

New!

Columbia, MD6 days ago

Remote

$18–$22 Per Hour

Manage a portfolio of assigned student accounts, some of which may be complicated or unique, to ensure payment is received; this may include research, validating data and postings in student ledgers, and/or working with other departments to ensure accuracy of accounts following account(s) through resolution. Demonstrates and communicates current, detailed and accuracy of University withdrawal policies including the understanding of postings in ledgers for Title IV, Grants, Military/Veteran's Affairs, and international and domestic procedure and policies to prospective return students, and non-returning students.

Ashburn, VA30+ days ago

As a Customer Service Representative - State Farm Agent Team Member with Lauren Lee - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. ABOUT OUR AGENCY: I opened my agency in 2020 after working as a financial advisor, bringing a strong background in planning, guidance, and long-term relationship building into agency ownership.

Ashburn, VA30+ days ago

ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Lauren Lee - State Farm Agent, you are vital to our daily business operations and customers’ success. ABOUT OUR AGENCY: I opened my agency in 2020 after working as a financial advisor, bringing a strong background in planning, guidance, and long-term relationship building into agency ownership.

ASHBURN, VIRGINIA30+ days ago

Keith Florczyk - State Farm Agency, located in Ashburn, VA has an immediate opening for a full-time Account Representative State Farm Agent Team Member. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Frederick, MD15 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, MD28 days ago

$110,000–$130,000 Per Year

3+ years of Medical/Clinical selling experience with demonstrated success in specialty medical products OR High School Diploma/GED and 5+ years combined experience in Pharma or Medical sales with demonstrated success and clinical experience.• Demonstrated fluency in MS Office (Word/Excel/Outlook/PowerPoint) is required. The GI Specialty Sales Representative (Pharma) will also be responsible for focused detailing to specific targets with a carefully defined messaging strategy and call sequence, leveraging business and value solutions based on evidence, and outcome data, supporting the GI platform.

Kensington, MD30+ days ago

Rockville, MD14 days ago

$35,000–$70,000 Per Year

This opening is especially well suited for a confident prospecting-minded producer who can create business rather than wait for inbound work, within a hybrid office with strong interest in life and financial-services growth, plus room to earn autonomy. If you are motivated by performance and want to be rewarded for your work, this opportunity with Gary Pena State Farm offers a base salary plus commission structure with strong earning potential.

Rockville, MD25 days ago

Notify parents of the need for completed insurance referral form or pre-authorization prior to scheduled/unscheduled appointments. Verify insurance information is complete prior to procedure and collect and verify pre-authorization/referral information: goal is to obtain authorizations 5 days in advance of service.

Silver Spring, MD11 days ago

Provide client support to parent/guardian via phone for any or all of the following: on-line registration help; scheduling, rescheduling and/or canceling of appointments whether by parent/guardian or department; inform patient/parent of any departmental scheduling guidelines associated with appointment; reschedule all appointments related to clinic maintenance cancellation. Notify parent of the need for completed insurance referral form or any pre-authorization of treatment prior to scheduled appointment; discuss co-payment or payment in full requirements; counsel or refer parent to central business operation''s financial counseling or establish a payment plan.

New!

Rockville, MD4 days ago

Discuss co-payment, deposits, payment in full, or past due balance collections with parents prior to scheduled appointment in a professional & courteous manner. Notify parents of the need for completed insurance referral form or pre-authorization prior to scheduled/unscheduled appointments.

New!

Bethesda, MD1 day ago

Remote

As a TeleSales Representative, you’ll play an important role in helping clients secure their financial future through personalized life insurance solutions. If you’re excited about sales, motivated by success, and passionate about helping clients protect their financial future, we’d love to hear from you.

Rockville, MARYLAND24 days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Rockville, MD8 days ago

$57,596–$86,330 Per Year

Continually assessing the status and up-to-date nature of Knowledge-Based Articles (KBA's) via direct customer interactions or independent observation and research (such as trending and emerging topics within the County, changes to the beginning and end dates of programs/services, conflicting information amongst publications) and proactively communicating needs and potential liabilities to management. This Position is ONLY Open to Montgomery County Government Employees: Current Montgomery County Government employees; Montgomery County employees who were affected by a reduction-in-force and currently have RIF priority rights; Active Montgomery County local fire and rescue department volunteers with at least 50 points under the length of service award program (LOSAP); or.

Frederick, MD30+ days ago

This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform.

Ashburn, VA21 days ago

ABOUT OUR AGENCY: I opened my agency in 2020 after working as a financial advisor, bringing a strong background in planning, guidance, and long-term relationship building into agency ownership. I’m a parent to two boys and know this community well, which helps shape the practical, personal approach we take with our customers.

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Financial Representative Jobs in Frederick, MD

Personal Financial Representative - VA Allstate

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Representative Western & Southern Life

Financial Services Representative Alexander Brown - State Farm Agency

Financial Account Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Landey Patton - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Kathy Schultze - State Farm Agent

Financial Services Representative - State Farm Agent Team Member David Munson Agency

Financial Advisor - Signal Financial Federal Credit Union LPL Financial Holdings Inc

Affluent Market Financial Advisor (draw salary plus commission) M&T Bank Corp

Financial Advisor - Rockville or Gambrills, MD Navy Federal Credit Union

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Montgomery, Frederick and Washington County MD Thrivent Financial for Lutherans

Financial Advisor - Ashburn, VA and Surrounding Thrivent Financial for Lutherans

Financial Manager FirstService Corp

Assistant Financial Center Manager SECU

Financial Advisor - PNC Wealth Management PNC Bank

Financial Advisor First National Bank Of Pennsylvania

Financial Advisor FNB Corp

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market Bank of America Corp

Financial Analyst LucyRx Health Solutions

Personal Financial Counselor - Fort Detrick, MD Magellan Health Inc

Patient Financial Services Lead MedVanta Careers

Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLC

Senior Principal Financial Analyst, Corporate Tax Financial Industry Regulatory Authority Inc

Financial Advisor Associate - Great Falls, VA The Toronto-Dominion Bank

Member Services Representative SECU

Phlebotomist Patient Services Representative GTT

Phlebotomist Patient Services Representative GTT, LLC

Account Management Representative Covista Inc

Account Resolution Representative Covista Inc

Customer Service Representative - State Farm Agent Team Member Lauren Lee - State Farm Agent

Account Representative - State Farm Agent Team Member Lauren Lee - State Farm Agent

Sales Representative Keith Florczyk - State Farm Agency

Inside Sales Representative Sparks Group

GI Specialty Sales Representative (Pharma) Nestle SA

Account Representative - State Farm Agent Team Member Chris Aguirre - State Farm Agent

Insurance Account Representative - State Farm Agent Team Member Gary Pena State Farm

Patient Access Representative (Part-time | 8 hours per week) Children's National Hospital

Call Center Representative - Part Time (20hrs), Silver Spring Children's National Hospital

Clinic Operations Representative - Montgomery County Children's National Hospital

TeleSales Representative -Remote InsuraTec

Account Representative - State Farm Agency Rockville Christian Durand - State Farm Agency

Customer Service Representative II, Grade 16 Montgomery County, Maryland

Outside Sales Representative Global Payments Inc

Multi-Line Representative - State Farm Agent Team Member Lauren Lee - State Farm Agent

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