NewFinancial Center Client Services Supervisor Liberty Savings Bank FSBFinancial Center Client Services SupervisorBradenton, FLWorks with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeTampa, FLRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Customer Service Representatives CollaberaCustomer Service RepresentativesTampa$20–$21 / hourTemporaryContractorNice-to-Have Skills: Possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information . Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise.
NewOutside Sales Representative Sunstate EquipmentOutside Sales RepresentativeTampa, FLPlus, 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.
NewPortable Climate Solutions Sales Representative Herc Rentals IncPortable Climate Solutions Sales RepresentativeTampa, FL$45,000–$50,000 / yearA Herc Portable Climate Solutions Sales Representative will drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers to resolve their climate and remediation challenges. This role is a subject matter expert and consults for internal and external customers in the application of our fleet of portable generators, portable HVAC and heating units, desiccant dehumidifiers, industrial fans and air scrubbers.
Sales Representative Company ConfidentialSales RepresentativeSarasota, FLFull timeAs a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.
Sales Development Representative Homebound IncSales Development RepresentativeTampa, FLWhether prospects want to sell their property, need to rebuild their homes due to a natural disaster, or are looking to custom build a new home, SDRs will focus their energy on effectively communicating Homebound's value props and building relationships with customers, with the ultimate goal of connecting them with one of our Land Acquisition Agents or Account Executives for a meeting. About The Role: Homebound is seeking high energy and organized Sales Development Representatives to seek and engage individuals that are in the market to sell, rebuild, or buy a new home, through outbound prospecting methods including phone, email, LinkedIn and traditional outreach.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramClearwater, Florida$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.
Call Center Financial Representative Suncoast Schools Federal Credit UnionCall Center Financial RepresentativeTampa, FLThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
Call Center Financial Representative Suncoast Credit UnionCall Center Financial RepresentativeTampa, FloridaFull timeThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
NewFinancial Representative Trainee (Sales) - Tampa, FL Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Tampa, FLTampa, FL$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 Northwestern Mutual - St. PetersburgFinancial Representative - Entry LevelSaint Petersburg, FLOur office has been recognized as a Top 2 ranking team across all Northwestern Mutual offices for reaching new clients, and our leadership reflects a commitment to excellence, including recognition such as Leadership St. Petersburg and local media features on FOX13 discussing financial topics. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Patient Financial Representative BayCare Health SystemPatient Financial RepresentativeClearwater, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Financial Services Representative - State Farm Agent Team Member Joseph Ledo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options.
Patient Financial Representative II BayCare Health SystemPatient Financial Representative IIClearwater, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Patient Financial Representative I BayCare Health SystemPatient Financial Representative IClearwater, FLOur integrated healthcare network includes 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Supported by more than 30,000 team members, BayCare operates with a forward-thinking philosophy grounded in trust, dignity, respect, responsibility, and clinical excellence.
Financial Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Account Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Account Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Services Representative - State Farm Agent Team Member Jamie Pelzer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - 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 JOANNE DAUPHIN - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPinellas Park, FLROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Account Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Account Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative - State Farm Agent Team Member Aaron Kilbride - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLAt Aaron Kilbride State Farm, we are dedicated to providing our customers with the best financial products and personalized service to manage everyday risks and build wealth. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future.
Financial Advisor Northwestern MutualFinancial AdvisorTampa, Florida$61,000–$250,000 / yearFull timeNorthwestern 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.
Patient Financial Rep II BayCare Health SystemPatient Financial Rep IIOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantTampa, FL$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Consulting Senior Associate - Finance as a Service RSM US LLPFinancial Consulting Senior Associate - Finance as a ServiceTampa, FL$73,500–$139,700 / yearReview monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Financial Business Manager CAE IncFinancial Business ManagerTampa, FLPartnering with senior management across all functions to ensure successful program execution (meeting both internal and external goals and objectives) • Develop Annual Product Line Plans for Key Metrics (Annual Operating Plan, Monthly forecasts): Orders, Revenue, Gross Margin, Cash, Net Cash, Cost of Sales • Leading the EVMS processes with a focus on cost and schedule integration, work with Control Account Managers, Program Managers, and Financial Analysts to develop program EACs. • Early warning of EAC issues • Establishing risk mitigation plans • Identifying opportunities for Gross Margin improvement • Supporting Sales Acceleration initiatives • Ability to communicate with multiple levels of the organization to include, but not limited to, Senior Level Program Team, Financial Planning & Analysis, Accounting, SOX, Outside Audit Firms, Program Finance Team.
Manager, Financial Planning and Analysis Catalent IncManager, Financial Planning and AnalysisSt. Petersburg, FLUnderstands and communicates how commercial decisions impact financial results of the business unit and utilizes financial tools to help calculate and monitor key business targets, including revenue, Contribution Margin, SG&A and EBITDA as well as asset financial metrics including ROA, ROI, IRR. Catalent is an exciting and growing international company where employees work directly with pharma, biopharma and consumer health companies of all sizes to advance new medicines from early development to clinical trials and to the market.
MGR FINANCIAL CLEARANCE UNIT H. Lee Moffitt Cancer Center & Research Institute IncMGR FINANCIAL CLEARANCE UNITFLPosition Highlights: The Manager, Financial Clearance Unit is responsible for providing leadership, planning, organizing and has general oversight of the Financial Clearance functions for the Facility and Moffitt Medical Group: New Patient Registration and Benefits verification, all aspects of Eligibility, Verification and Payer Authorization, Medical Necessity, Financial Counseling, Financial Assistance and Patient Navigation, Price Estimations, Pre-service Collections and Front-End Denials. A successful Manager, Financial Clearance Unit has a clear understanding of revenue cycle processes, payer guidelines, managed care contracts, billing, collections, patient assistance programs, denials management and estimation for oncology patients.
Financial Counselor US EyeFinancial CounselorSarasota, FLThis role works collaboratively with clinic staff, providers, revenue cycle teams, and payers to promote accurate financial clearance, minimize financial risk to the organization, and ensure a positive patient financial experience. The Financial Counselor is responsible for performing financial clearance functions including insurance verification, prior authorization review, referral validation, and patient financial counseling to ensure patients are financially cleared prior to services.
Coordinator, Financial Aid Federal Programs State College of Florida Manatee SarasotaCoordinator, Financial Aid Federal ProgramsBradenton, FL$37,111–$58,365 / yearIn addition to satisfactory performance on all of the essential job duties and responsibilities for this job, all State College of Florida, Manatee-Sarasota employees must fulfill the following basic performance expectations: Mission and Goals: Each State College of Florida, Manatee-Sarasota employee is expected to know the College's mission and goals. Safety Awareness: State College of Florida, Manatee-Sarasota employees are expected to work diligently to maintain safe and healthful working conditions, and to adhere to proper operating practices and procedures designed to prevent injuries.
NewJob ID 3200-Financial Counselor US EyeJob ID 3200-Financial CounselorSarasota, FloridaPosition Type: Full-Time JOB SUMMARYThe Financial Counselor is responsible for performing financial clearance functions including insurance verification, prior authorization review, referral validation, and patient financial counseling to ensure patients are financially cleared prior to services. This role works collaboratively with clinic staff, providers, revenue cycle teams, and payers to promote accurate financial clearance, minimize financial risk to the organization, and ensure a positive patient financial experience.
Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerFLRequired Knowledge, Skills, & Abilities: Broad and varied knowledge of all banking functions, to include M&A activity and new market entry, leading multiple lines of business and support functions, enterprise risk management and credit risk management. Uses objective financial and business analyses to evaluate the returns and risks of lending, credit and investment activities; evaluates short- and long-term implications of decisions and identifies solutions to mitigate risk.
Financial Analyst III TD SYNNEX CorpFinancial Analyst IIIClearwater, FLAs a Financial Analyst III on our Vendor Rebates team, you'll play a critical role in driving profitability, automation, and strategic insight across a highly visible portfolio of vendor programs. Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, FloridaClearwater, FLServices 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.
Strategic Financial Manager Superior Construction Co IncStrategic Financial ManagerTampa, FLA certification in one of the following disciplines: Certified Public Accountant (CPA), Certified Construction Industry Financial Professional (CCIFP), Chartered Financial Analyst (CFA), Certified Management Accountant (CMA). The Manager - Strategic Financial Initiatives position is a mid-level accounting professional who is responsible for assessing the financial results of our operating divisions and also assessing strategic initiatives.
NewFinancial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewAMP Financial Advisor (Clearwater, FL) Raymond James Financial IncAMP Financial Advisor (Clearwater, FL)Clearwater, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
NewAMP Financial Advisor (Tampa, FL) Raymond James Financial IncAMP Financial Advisor (Tampa, FL)Tampa, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Virtual Financial Advisor Raymond James Financial IncVirtual Financial AdvisorFLUnder limited supervision, uses specialized knowledge and skills obtained through experience, specialized training, or certification to provide all levels of financial services in a team environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Works in cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and aligned with business practices to mitigate risk to the business.
NewLicensed Insurance Customer Service Representative--North Port and Sarasota Locations! Amg Insurance & Financial Services, Inc.Licensed Insurance Customer Service Representative--North Port and Sarasota Locations!Sarasota, FL$17–$30 / hourAs a local agency deeply rooted in the area, we prioritize educating and advising our clients, ensuring they receive the personalized service they deserve. Our culture revolves around teamwork, fun, and support, with regular team-building activities and a commitment to work-life balance.
Entry-Level Sales Representative – Veterans Encouraged to Apply The Compass Business GroupEntry-Level Sales Representative – Veterans Encouraged to ApplyLithia, FloridaWe proudly welcome veterans and service members ready to use their leadership, discipline, and purpose-driven mindset in a new mission: helping others gain financial security and peace of mind. Compass Business Group helps families and small businesses protect what matters most through supplemental insurance solutions.
Entry-Level Sales Representative – Ideal For First Responders The Compass Business GroupEntry-Level Sales Representative – Ideal For First RespondersOldsmar, FloridaWe're proud to welcome first responders EMTs, firefighters, paramedics, and public safety professionals who want to continue serving their communities in a new way. Our team helps families and businesses prepare for life's unexpected challenges with supplemental insurance that provides peace of mind and financial stability.
NewBranch Customer Representative Suncoast Schools Federal Credit UnionBranch Customer RepresentativeFLConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members.
NewBranch Customer Representative Suncoast Credit UnionBranch Customer RepresentativeBradenton, FloridaFull timeConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler’s checks, and money orders . This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members.
NewBilingual (Spanish) Branch Customer Representative Suncoast Credit UnionBilingual (Spanish) Branch Customer RepresentativeSeffner, FloridaFull timeConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler’s checks, and money orders . This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members.
NewBilingual (Spanish) Branch Customer Representative Suncoast Schools Federal Credit UnionBilingual (Spanish) Branch Customer RepresentativeTampa, FLConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members.
Admissions Representative Rasmussen College LLCAdmissions RepresentativeOdessa, FLAdmissions activities include and are not limited to outbound engagement, scheduling appointments, conducting informational interviews, assisting in the completion of student funding and financial aid planning, background checks, immunizations and documentation of activities in the SIS per compliance, and following up with enrolled students as needed. About Us: Rasmussen University, a university accredited by the Higher Learning Commission, an institutional accreditation agency recognized by the U.S. Department of Education (www.hlcommission.org), is dedicated to changing lives and the communities it serves through innovative educational programs.