Financial Services Representative Jobs in Charleston, SC
Herc Rentals Inc
$30000 - $35000
Summerville, SC
Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
ARS-Rescue Rooter
$100000 - $200000
Charleston, SC
Join American Residential Services (ARS), the nation's largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative, you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
MUSC
Mount Pleasant, South Carolina
Responsible for assisting in daily operations of the advanced imaging department including looking ahead on imaging schedules for possible issues, taking phone calls for the department, and working with technologists and radiologists as needed on scheduling procedures and exams. To coordinate the services of the advanced imaging departments of MUSC Physicians by working with technologists, radiologists, referring doctors/clinics, front desk, and schedulers in the services of radiology.
First Citizens Bank
Charleston, South Carolina
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. Qualifications: High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
First Citizens Bank
Charleston, South Carolina
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. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
First Citizens Bank
N. Charleston, South Carolina
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. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Western & Southern Life
DANIEL ISLAND, South Carolina
Organization : Name: CHARLESTON SC Default: Location : City: DANIEL ISLAND 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.
Northwestern Mutual
$500 - $1000
Charleston, South Carolina
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.
Community Choice Financial Family of Brands
Mt Pleasant, South Carolina
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.
MUSC
Charleston, South Carolina
Education: High School Degree or Equivalent Work Experience: 0-6monthsIf you like working with energetic enthusiastic individuals, you will enjoy your career with us! Analyzes a customer's service needs and refers to other service or technical departments for follow up as needed.
MUSC
Charleston, South Carolina
Provides excellent customer service to all internal and external customers, maintains open communication lines, and understands Federal, State, MUSC Enterprise, University and CDM policies, procedures, and guidelines as it relates to their position responsibilities. This role facilitates the timely completion of the front desk registration process, telephone inquiries, scheduling, patient check-out process, and works closely with students and faculty to provide quality service and care to patients.
MUSC
Charleston, South Carolina
Minimum Requirements: A high school diploma and five years relevant experience in business management, public administration or administrative services; or a bachelor's degree and three years experience in business management, public administration or administrative services. Under the direction of the Director of Patient Access, the Manager, Student Clinic Patient Service Representatives (PSRs) provides operational leadership and oversight of all front-end patient access functions within the Student Clinics.
Liberty National Insurance Company
Charleston, SC
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.
Marmic Fire & Safety
North Charleston, South Carolina
Core Responsibilities: Sales Development and Prospecting: Identify and target potential clients within the assigned territory, including businesses, property managers, and other organizations requiring fire protection and safety solutions. As we’ve expanded - bringing more than 30 businesses into the Marmic family in just the past few years - we’ve built a culture where skilled technicians and industry experts can thrive, share their knowledge, and create lasting careers.
Comcast Corporation
North Charleston, SC
Sell Comcast Internet, Data, Video and Voice services to small and mid- size businesses focusing mainly on advanced communications solutions including PRI, Hosted PBX and multi-location opportunities. That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life.
MUSC
Charleston, South Carolina
Education: High School Degree or Equivalent Work Experience: 0-6monthsIf you like working with energetic enthusiastic individuals, you will enjoy your career with us! Works with or on behalf of patients through the end-to-end process of applying for South Carolina Medicaid programs.
HCA Healthcare
Summerville, SC
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.
Patterson Companies, Inc.
Charleston, SC
Developing a "practice partner" mentality with Doctors and staff by analyzing business needs, discussing benefits and features of equipment and technology solutions, coordinating product demonstrations, explaining return on investment and tax advantages, and discussing emerging trends in the dental industry. As a Territory Sales Representative, you are responsible for driving profitable sales growth by developing, maintaining, and advancing accounts by regularly contacting dental offices within a defined territory.
Northwestern Mutual
$61000 - $250000
Charleston, South Carolina
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
MUSC
Charleston, South Carolina
Under general supervision and reporting to the Patient Access Services Supervisor, the Patient Access Services Representative provides high level customer service while facilitating accurate and timely completion of registration verifying and preparing all patient accounts for inpatient and outpatient billing to maximize payment for Hospital and Clinic services. This role works with patients to set up payment arrangements and to arrange/apply for assistance programs.
MUSC
North Charleston, South Carolina
Under general supervision, the Patient Access Services Representative provides high level customer service while facilitating accurate and timely completion of registration verifying and preparing all patient accounts for inpatient and outpatient billing to maximize payment for Hospital and Clinic services. The Patient Access Services Representative assists in collecting copayments and deductibles, and solves basic billing inquiries.
Conifer Revenue Cycle Solutions
Mt. Pleasant, SC
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.
MUSC
Charleston, South Carolina
Under general supervision and reporting to the Patient Access Services Supervisor, the Patient Access Services Representative provides high level customer service while facilitating accurate and timely completion of registration verifying and preparing all patient accounts for inpatient and outpatient billing to maximize payment for Hospital and Clinic services. NOTE: The following descriptions are applicable to this section: 1) Continuous – 6-8 hours per shift; 2) Frequent – 2-6 hours per shift; 3) Infrequent – 0-2 hours per shift.
MUSC
Charleston, South Carolina
Must be familiar with information systems, demonstrate ability to organize and prioritize work, provide excellent verbal and written communication, and demonstrate customer service recovery skills and the ability to deal with patients and staff in a tactful and diplomatic manner. . Manage a heavy volume of Patient Accounts in a work queue environment, collecting accounts via on-line payments, promises, and payment plans while resolving any accounting issues, disputes or customer complaints in a customer service friendly and professional manner.
UBEO Business Services
Charleston, SC
Our comprehensive benefits package includes: Choice of medical, dental and vision plans that provide our employees and their families, including domestic partners, with high-quality healthcare, including orthodontia for both adults and child(ren). UBEO Business Services, the premier provider of business technology products and services, is seeking to hire a Strategic / Major Account Executive to join our team.
MUSC
Charleston, South Carolina
Processes patient preadmission and admission demographic and insurance data; enters information in the hospital computer system; maintains quality control for each preadmission and admission to insure accuracy of information; acts as liaison between patients, financial counselors and hospital patient accounting; insures that all state, federal and MUSC policies and procedures are followed. The Patient Access Representatives work at the front desk, greeting patients, checking them in for their appointments which include insurance verification and copay collection.
MUSC
Charleston, South Carolina
Processes patient preadmission and admission demographic and insurance data; enters information in the hospital computer system; maintains quality control for each preadmission and admission to insure accuracy of information; acts as liaison between patients, financial counselors and hospital patient accounting; ensures that all state, federal and MUSC policies and procedures are followed. Functions in the Patient Admissions Department as well as Patient Bedside, including but not limited to the Emergency Dept, Inpatient Units, ICU, Observation, Nursery, Pre-and Post Operative Unit.
Altitude Development Group
Ladson, South Carolina
We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.
Altitude Development Group
Summerville, South Carolina
We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.
Altitude Development Group
Goose Creek, South Carolina
We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Ifyou are passionate about making a positive impact and helping others,we're seeking an Outside Sales Representative who is driven to connect with people and make a real difference in their lives.
Alchemy Financial Group
$65000 - $125000
Summerville, SC
Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations. If you have a strong drive to succeed, great communication skills, coachability, and an entrepreneurial mindset we would love to hear from you.
Alchemy Financial Group
$65000 - $125000
North Charleston, SC
Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations. If you have a strong drive to succeed, great communication skills, coachability, and an entrepreneurial mindset we would love to hear from you.
The Delaney Agency llc
North Charleston, SC
At the Delaney Agency, we use data-driven systems and proven lead generation to connect our agents with families who are actively seeking help - allowing you to focus on service, not chasing prospects. This is a work-from-home opportunity for coachable, disciplined individuals who are comfortable with a 100% commission-based income and are motivated to help families who have already asked for assistance with life insurance-backed products.
Executive Financial Partners LLC
Ladson, South Carolina
As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
Cleft of the Rock, Inc.
$75000 - $95000
Moncks Corner, South Carolina
This is a full-time, outside sales role with a focus on relationship-building, client support, and helping businesses and individuals secure their financial future. You'll meet with business owners, managers, and employees to provide supplemental insurance solutions that protect what matters most.
Executive Financial Partners LLC
Goose Creek, South Carolina
Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. As an Insurance Sales Representative, you'll build relationships, identify client needs, and deliver solutions that make a real impact.
Executive Financial Partners LLC
Charleston, South Carolina
We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
Executive Financial Partners LLC
Moncks Corner, South Carolina
Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. As a Sales Representative, you'll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance.
Executive Financial Partners LLC
Charleston, South Carolina
Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. You don't need a background in salesour training program covers licensing, product knowledge, and proven client acquisition strategies.
Executive Financial Partners LLC
Mount Pleasant, South Carolina
At Executive Financial Partners, we're proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
Executive Financial Partners LLC
North Charleston, South Carolina
As we expand into new local markets, we're looking for motivated individuals who want control over their income, flexibility in their schedule, and long-term growth. You'll manage a local territory, meet face-to-face with business owners, and deliver supplemental insurance solutions to businesses and their employees.
Executive Financial Partners LLC
Summerville, South Carolina
Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most.
World Business Lenders, LLC
$40000 - $100000
Charleston, SC
World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding. USD base Salary + commission on funded loans paid bi-weekly (total comp target $100,000+per year including commissions).
Community Choice Financial Family of Brands
Mt Pleasant, South Carolina
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. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
First Cash, Inc.
$2 - $8
Charleston, SC
Eligible employees are provided an additional week (40 hours) of vacation after completing one (1) year of active employment and two (2) weeks (80 hours) of vacation on each anniversary date thereafter (*if applicable, the PTO/Vacation grant is adjusted in accordance with state/local municipality requirements). • SICK/PERSONAL: Eligible employees are granted 8 hours (after 6 months of employment) to be used before their first (1st) anniversary and granted 16 hours each anniversary thereafter (years 2-5) (if applicable, sick time is adjusted and granted in accordance with state/local municipality requirements).
First Cash, Inc.
$2 - $8
Mt. Pleasant, SC
Eligible employees are provided an additional week (40 hours) of vacation after completing one (1) year of active employment and two (2) weeks (80 hours) of vacation on each anniversary date thereafter (*if applicable, the PTO/Vacation grant is adjusted in accordance with state/local municipality requirements). • SICK/PERSONAL: Eligible employees are granted 8 hours (after 6 months of employment) to be used before their first (1st) anniversary and granted 16 hours each anniversary thereafter (years 2-5) (if applicable, sick time is adjusted and granted in accordance with state/local municipality requirements).
Heights Finance Corporation
$54500 - $81500
North Charleston, South Carolina
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.