90 Results for

Financial Services Representative Jobs in Boca Raton, FL

Jobs

New!

Margate, FLToday

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare Co-FounderJoin our family of over 180 hospitals and about 2,000 sites of care to drive excellence and raise the bar for our over 35 million annual patient encounters.

New!

West Palm Beach, FL4 days ago

$95,704–$140,000 Per Year

Customer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.

New!

Aventura, FLToday

New!

Boca Raton, FL6 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

West Palm Beach, FL6 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.

New!

Plantation, FL6 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

Fort Lauderdale, FL5 days ago

The Senior Director of Operations is responsible for defining and aligning the activities of all programs engaged in developing and implementing facility maintenance solutions across customers within diverse industries, including but not limited to, healthcare, education, commercial, retail, and industrial operations. Performs personnel administrative tasks, including coordinating and participating in the hiring and promotion process, succession planning, supervising the training of new employees and the ongoing training of other employees, resolving unusual employee problems, and establishing normative guidelines for the workforce.

New!

Fort Lauderdale, FL4 days ago

Remote

$80,000–$110,000 Per Year

Account Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

New!

Sunrise, FL4 days ago

$75,000–$125,000 Per Year

Inside Sales Rep position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

Coral Springs, FL30+ days ago

We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. + Assign merchant debt inventory and be held accountable for collection performance based on departmental assigned targets.

Pembroke Pines, FL30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

New!

Aventura, Florida5 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.

Miramar, FL30+ days ago

$48,000–$58,000

Working closely with prospective students, families, and other stakeholders, the advisor will serve as an ambassador for the institution, helping to shape a positive and memorable experience for all applicants. · Admissions Counseling: Provide personalized guidance to prospective students regarding admissions requirements, academic programs, financial aid options, and campus life.

MIRAMAR, Florida30+ days ago

Organization : Name: SOUTH FLORIDA FL Default: Location : City: MIRAMAR 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.

Miami Gardens, Florida8 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Boynton Beach, FL30+ days ago

Perform billing tasks assigned by management which includes answering calls, logging call data into Customer Relationship Management (CRM) software, entering data, making outbound calls to patients and following-up on open issues, processes credit card payments, and/or other related responsibilities. The CSR I answers phone calls and/or electronic messages and follows-up on issues which could include submitting bills, calling insurance, correcting information, making outbound calls to patients, and entering detailed information in the billing system as assigned by management.

Boynton Beach, FL30+ days ago

Plantation, FL30 days ago

Full-time

Keywords: Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, Client Services, Customer Service, Spanish, By submitting your interest in this position, you provide your written express consent and agree that VentureTech Solutions may contact you regarding employment opportunities using autodialing, text and pre-recorded messaging for convenience via telephone, mobile device (including SMS and MMS - charges may apply depending on your carrier, not by us, messaging frequency varies; text STOP to cancel), even if your telephone number is currently listed on any internal, corporate, state or federal Do-Not-Call list. The role of the Inbound Customer Service Representative is to receive and handle incoming calls from our clients who have enrolled into our certified and compliant debt settlement program, assisting them with their questions or needs.

West Palm Beach, FL11 days ago

Responsibilities: + Maximize Commercial and Non-Commercial sales (Healthcare, College & University, Recreation, Business & Industry, and K-12 Schools foodservice operators/Bids) for approximately 60+ accounts in assigned territory by effectively penetrating accounts, driving contract compliance, and increasing sales. + Manage 2+ broadline distributors in market by developing strategic marketing plans to engage DSR’s, corporate chefs and business development managers to expand reach/grow sales with end user operators.

Fort Lauderdale, FL30+ days ago

Opening in Fall 2025, Omni Fort Lauderdale will provide South Florida with 120,000 square feet of event space, new food and beverage options, a Natural Spring inspired full-service spa and entertainment pedestrian plaza featuring high-end shopping, amphitheater, charter boat docking and beautiful promenade. The hotel will also have over 120,000 square feet of indoor and outdoor meeting and event space, including a grand ballroom, junior ballroom, 25 breakout rooms and pre-function meeting space with waterfront views.

New!

Margate, FL3 days ago

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.

New!

Tamarac, FL5 days ago

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare is one of the nation’s leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom.

Ft. Lauderdale, FL30+ days ago

Full-time
Employee

As 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.

Pompano Beach, Florida17 days ago

Whether you're behind the wheel of a snowplow truck in winter, cleaning the streets in summer, keeping airport runways clear, or hauling rental equipment on a trailer, we have a custom solution to help you overcome any challenge that the environment might throw at you. Responsibilities include meeting with private and government customers to understand vehicle related upfit needs in order to prepare appropriate quotations for parts and labor.

Fort Lauderdale, FL30+ 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.

Margate, FL10 days ago

Ft. Lauderdale, Florida30+ days ago

Is skilled at getting individuals, teams, and an entire organization to perform at a higher level and to embrace change; negotiates skillfully to achieve a fair outcome or promote a common cause; communicates a compelling vision and is committed to what needs to be done; inspires others; builds motivated, high performing teams; understands what motivates different people. • Strong presence and excellent communication skills both “oral and written” to lead and motivate employees, work directly with key customers and represent InBloom Autism Services appropriately.

New!

Atlantis, FL1 day ago

The Director Environmental Services leads, directs and manages the operations and activities of the Environmental Services Department within assigned hospital and hospital department/campus locations. Leads, directs and manages the daily operations of the Environmental Services Department encompassing but not limited to all patient and non-patient areas of assigned square footage.

West Palm Beach, FL30+ days ago

Secures medical necessity checks/verification in accordance to Centers for Medicare & Medicaid services, verifies insurance, benefits, coverage & eligibility, completes assigned registration financial clearance work lists activities, obtains insurance authorizations for scheduled & unscheduled Hospital services, and secures inpatient visit notification to payors. Educates patients about patient financial liabilities, employs proper, compliant patient liability collection techniques before, during & after date of service, performs Hospital cash reconciliation & secured payment entry in adherence to financial & cash control policies & procedures.

New!

Delray Beach, FL4 days ago

Miramar, FL14 days ago

$18–$22 Per Hour

You will be offered multiple opportunities to create customer relationships while receiving daily coaching in an energetic environment with a flexible work schedule and uncapped compensation. The Sales Representative career opportunity is for team players with a talent to grow customer relationships in a rewarding environment, while also growing and developing their skills.

West Palm Beach, FL30+ days ago

$15–$15.94 Per Hour

Our Sales Service Representatives learn all aspects of our business and use that knowledge to provide our customers with the best financial products and services to meet their individual financial needs. We are seeking driven individuals capable of handling multiple tasks while engaging with our customers in person and over the phone.

New!

Lake Worth, FL4 days ago

Full-time

The Senior Credit Representative is responsible for managing high volume accounts and acquisition accounts, focusing on collections and credit analysis. The following duties are typical of those performed by employees in this job title; however, employees may perform other related duties, and not all duties listed are necessarily performed by each employee with this job title.

Boynton Beach, FL30+ days ago

Respond to multi-channel inquiries from patients, physicians, employees, and other callers regarding appointments, referrals, provider messages, and services within the Patient Access Center in accordance with established NYU FGP guidelines. Utilize NYU FGP Healthcare systems, Access Center applications, reference materials, and websites to enter patient information, answer patient questions, verify insurance, perform specific scheduling functions, etc.

Hollywood, FL13 days ago

Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.

Boynton Beach, FL13 days ago

Utilize Pathways as guide for determining actions needed to resolve unpaid or incorrectly paid claims, for authorizing procedures, or for patient estimates in assigned work queue(s) using payer websites, billing system information and training within expected timeframe. In this role, the successful candidate performs entry-level billing and financial clearance activities, including claim submission, accounts receivable follow-up, insurance authorizations, precertification, preparation of patient estimates, submit appeals as necessary.

New!

Boynton Beach, FL4 days ago

Utilize CBO Pathways as guide for determining actions needed to resolve unpaid or incorrectly paid claims and/or for authorizing procedures in assigned workqueue(s) using payer websites, billing system information and training within expected timeframe. In this role, the successful candidate performs advanced billing and financial clearance functions including claims management, complex denial resolution, insurance authorizations, precertifications, and patient cost estimates.

New!

Lake Worth, FL4 days ago

Full-time

This role works closely with Sales, Transportation, and Accounting to resolve credit issues, manage credit holds, and support positive customer relationships while protecting the organization’s financial interests. Under general supervision, the Credit Representative is responsible for evaluating customer creditworthiness, managing assigned accounts, and ensuring timely collection of receivables in accordance with the company’s Credit Policy.

West Palm Beach, FL30+ days ago

Remote

Full-time

As a Remote Customer Sales Representative, you will be the cornerstone of our client relationships, guiding them towards optimal financial solutions: Engage & Understand: Initiate meaningful conversations with prospective clients via virtual consultations and phone, adeptly identifying their unique needs and aspirations. Tailored Solution Delivery: Articulate and present customized financial strategies, encompassing comprehensive Life Insurance policies, dynamic Indexed Universal Life (IUL) plans, and secure Annuities, ensuring each client's specific goals are met.

Boynton Beach, FL27 days ago

Utilize Pathways as guide for determining actions needed to resolve unpaid or incorrectly paid claims, for authorizing procedures, or for patient estimates in assigned work queue(s) using payer websites, billing system information and training within expected timeframe. Patient Experience and Access: Drives consistency in every patient and colleague encounter by embodying the core principles of our Billing Department Service Strategy CARES (Connect, Align, Respond, Ensure, and Sign-Off) .

New!

Dania Beach, FLToday

$30,000–$35,000 Per Year

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!

Deerfield Beach, FL1 day ago

$45,000–$90,000 Per Year

The Business Development Representative focuses on building new business relationships and creating a pipeline of qualified prospects for the agency’s sales team. This role is ideal for someone who is motivated by goals, comfortable starting conversations, and interested in growing a long-term career in insurance and financial services.

New!

Fort Lauderdale, FL4 days ago

Remote

From empowering entrepreneurs to build successful businesses, to supporting their customers to arrange 'me time' moments, we're in the business of helping people thrive and feel fantastic. From empowering entrepreneurs to build successful businesses, to supporting their customers in arranging those essential 'me time' moments, you'll be part of a mission that makes a real difference in people's lives.

Tamarac, Florida16 days ago

$19.62–$27.45

Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Our associates provide expert advice and a range of products and services our customers want to improve their construction, renovation and maintenance projects.

Coral Springs, FL30+ days ago

Preferred Skills, Experience, and Education: Previous work experience in industries ranging from payment processor collections, bank collections, credit card collections, mortgage collections, medical collections, commercial collections, etc. • Collect via telephone in a call center environment manually or utilizing an automatic telephone dialing system, to contact merchants in regards to their outstanding accounts.

Boynton Beach, FL30+ days ago

Fort Lauderdale, Florida11 days ago

Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer. Overview: The Retail Banking Representative (Broward) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services.

Fort Lauderdale, Florida30+ days ago

$65,000–$110,000 Per Year

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

New!

Boynton Beach, FL5 days ago

Boynton Beach, FL13 days ago

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Financial Services Representative Jobs in Boca Raton, FL

Jobs

RN Nurse Manager Emergency ServicesHCA Florida Northwest Hospital

Customer Service Sales AdvisorAdvisors West Palm

RN Nurse Manager Emergency ServicesHCA Florida Aventura Hospital

Universal Banker FloatFirst Horizon Bank

Relationship BankerFirst Horizon Bank

Teller Part-TimeFirst Horizon Bank

Senior Director of OperationsEcruit

Account Manager - SalesSoFlo Division - USHA

Inside Sales RepFort Lauderdale Advisors

Financial Services, CollectorFiserv

Financial Services Entry Level - RemoteAmerican Income Life Insurance Company

College Financial Representative, Internship ProgramNorthwestern Mutual

Enrollment Services Representative - Miramar CampusFVI School of Nursing and Technology

Financial RepresentativeWestern & Southern Life

Customer Service RepresentativeCommunity Choice Financial Family of Brands

Customer Service Representative I - Boynton Beach, FloridaNYU Langone Medical Center

Customer Service Representative I - Boynton Beach, FloridaNYU Langone Health

Customer Service RepresentativeVentureTech Solutions

Territory Sales Representative - Food Service (South Florida)Schwan's Company

Catering and Convention Services ManagerOmni Hotels & Resorts

Director of Rehab ServicesHCA Healthcare

RN Manager Emergency ServicesHCA Healthcare

Sales RepresentativeLiberty National Insurance Company

Outside Sales Representative - SE FloridaShyft Group

Personal Financial Counselor; Fort Lauderdale, FLMagellan Health Services, Inc.

RN Nurse Manager Emergency ServicesHCA Healthcare

Chief Financial OfficerInbloom Autism Services

Director of Environmental ServicesHCA Healthcare

Patient Access Representative II - Weekends 5p-5aConifer Revenue Cycle Solutions

Patient Access Representative II - M-F 9am-1pmConifer Revenue Cycle Solutions

Sales Representative- No experience neededBet On You LLC, an Allstate Insurance

Sales Representative - BilingualFast Payday Loans - Florida

Senior Credit RepresentativeEMS

Access Center Representative I (Patient Scheduling) - On Site in Boynton Beach, FLNYU Langone Medical Center

Retail Customer Service AssociateFedExGround

Billing Representative I (A/R) - Boynton Beach, FloridaNYU Langone Medical Center

Billing Representative III (A/R) - Boynton Beach, FloridaNYU Langone Medical Center

Credit RepresentativeEMS

Customer Sales Representative - Home BasedBeacon National Agency

Billing Representative II - Authorizations (Boynton Beach, FL)NYU Langone Health

ProSolutions Sales RepresentativeHerc Rentals Inc

Business Development Representative - State Farm Agent Team MemberEllie Mills State Farm

Field Sales Representative - Fort LauderdaleBooksy

Counter Sales Representative - Entry LevelFerguson Enterprises, Inc.

Accounts Receivable RepresentativeFiserv

Access Center Representative I (Patient Scheduling) - On Site in Boynton Beach, FLNYU Langone Health

Retail Banking RepresentativeOcean Bank

B2B Outside Sales Representative (WILL TRAIN)Orkin

Billing Representative III (A/R) - Boynton Beach, FloridaNYU Langone Health

Billing Representative I (A/R) - Boynton Beach, FloridaNYU Langone Health

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