414 Results for

Financial Services Representative Jobs in Kansas City, KS

Jobs

New!

Gladstone, Missouri6 days ago

Full-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 Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Kansas City, MO4 days ago

At UniFirst, we’re a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.

New!

Kansas City, MO4 days ago

Kansas City, KS30+ days ago

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.

Kansas City, KS7 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.

Kansas City, KS30+ days ago

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.

Independence, MO30 days ago

$18–$20 Per Hour

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.

Blue Springs, MO30+ days ago

ROLE DESCRIPTION: As a Financial Service Representative with the Josh Bodner Agency, 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.

Kearney, MO30+ days ago

As a growing and fast-paced insurance agency, we’re looking for a motivated and experienced Licensed Sales Professional to join our team and play a key role in driving growth and delivering outstanding customer service. As a Licensed Sales Professional, you will be responsible for helping clients with their insurance needs—whether it’s personal lines, auto, home, renters, life, or other coverages.

Kansas City, MO11 days ago

Process a high volume of transactions for alternative investment (ALTS) accounts, including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Kansas City, Missouri12 days ago

Raytown, MO30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Kansas City, MO30+ days ago

Seeking an Insurance and Financial service representative to help grow and maintain our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. Serve as a trusted advisor to clients by assessing their insurance and financial needs and recommending appropriate products and services.

Kansas City, MO30+ days ago

We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you join our team, you're rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including: Employee Discounts.

Lenexa, KS30+ days ago

Oversees the financial advisor functions including but is not limited to, contacting the patient, contacting responsible payers including government and non-government payers, contacting the patients employer, referring uninsured and underinsured accounts to the Financial Counselors, and taking any other necessary actions. Acts as a resource supporting day to day operations which includes collecting health insurance, homeowners insurance, workmans compensation insurance, pre-paid packages, grants, studies, COBRA, VA benefits, Crime Victim, auto insurance, Medicaid or Medicare.

New!

Kansas City, Missouri5 days ago

Account Service Representatives leverage their knowledge of cash management, billing, collections, reconciliation, commissions, and account payables functions while they interact daily with insureds, agents, brokers, vendors, law firms, internal departments, and outside banking personnel. Responsible for identifying, researching, and resolving outstanding individual direct bills, agency account balances, and account discrepancies with insureds, agents, outside collection agencies, and law firms.

New!

KS5 days ago

Customer Service Excellence: Provide world-class service to clients by answering inbound calls, addressing questions, resolving issues, and providing support related to Alternative Investment products. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery.

New!

Kansas City, MOToday

Upon successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of 3 days in-office and 2 days from home (subject to change based on business needs). This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions.

Kansas City, MO30+ days ago

Olathe, Kansas30+ days ago

All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).

New!

Kansas City, MOToday

In addition to excellent work-life balance and a family-like culture, our benefit offerings for part-time staff include voluntary dental, vision, life insurance, retirement matching, educational reimbursement, and paid time off. Position Overview: The MM Client Services Representative is responsible for professional, accurate, and timely processing of client data while providing them with fast, friendly customer support.

Olathe, Kansas7 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.

New!

Olathe, Kansas5 days ago

All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

Leawood, KS30+ days ago

Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles. Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.

OVERLAND PARK, Kansas30+ days ago

Organization : Name: KANSAS CITY KS Default: Location : City: OVERLAND 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.

Overland Park, Kansas30+ days ago

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. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Overland Park, KS30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

New!

Kansas City, MO5 days ago

The fabric of UniFirst is woven from its very unique family culture where our Team Partners enjoy a small company feel while taking advantage of the resources and stability that come with being a 2 billion-dollar organization. We were included in the top 10 of Selling Power magazine's "Best Companies to Sell For" list and recognized on Forbes magazine's "Platinum 400 - Best Big Companies" list.

kansas city, MO30+ days ago

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Olathe, KS30+ days ago

This work role is responsible for front desk operations including greeting and checking in customers and visitors, answering calls, copay collection, completing MyChart and EMR (Electronic Medical Record) appointment requests, processing external medical records and helping the physician care team prepare for their daily patient appointments. Understands patient experience performance expectations for ease of scheduling appointment, degree to which you were informed of delays, likelihood to recommend practice, courtesy of front desk and staff worked together for your care.

Kansas City, Missouri9 days ago

Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Grandview, MO30+ days ago

Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers.

Olathe, KS30+ days ago

Kansas City, Missouri18 days ago

With more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. The specialty finance consumer loan industry is rapidly evolving as customers search for greater convenience through online transaction capabilities and a broader spectrum of loan products.

Kansas City, Missouri14 days ago

Kansas City, MO17 days ago

Olathe, KS17 days ago

New!

Kansas City, MOToday

With more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. As a Customer Service Representative, you will:* Complete cash transactions for our customers* Initiate customer loans* Contact customers about past due payments* Work rotating shifts and some Saturdays.

New!

Kansas City, MOToday

Obtains orders, provides customers timely follow-up on technical inquiries, maintains reports, actively participate in the marketing and sale of Border States' products and services, resolves customer billing problems, and provides input on product evaluations, code descriptions, inventory management, and pricing development. * Obtains orders and provides proactive customer service sales and service functions including order entry, expediting, pricing, returns, coordinate deliveries and follow-up on customer inquiries, as required.

New!

Kansas City, Missouri6 days ago

Overland Park, KS30+ days ago

$50,000–$60,000 Per Year

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

New!

Blue Springs, MOToday

Raytown, MO10 days ago

We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. This position will also support offices in the following surrounding cities: Gladstone, St Joseph, Raytown, Excelsior Springs, Clinton, Independence, Chillicothe and Harrisonville.

Independence, MO17 days ago

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.

Liberty, MO19 days ago

We take pride in offering personal loans, home equity loans, and retail financing, helping our customers consolidate debt, cover unexpected expenses, and invest in their futures. With almost 260 office locations across six states, our dedicated team members build customer relationships and provide personalized financial solutions in person, by phone, and online.

Shawnee, KS30+ days ago

Supported by an incredible team of 8 professionals boasting 150+ years of combined State Farm experience, we’re dedicated to delivering outstanding customer service while specializing in Business Insurance and Financial Services. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.

Raytown, MO11 days ago

Full-time

KS9 days ago

$17–$31.30 Per Hour

Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. As the face of our company, you will care for our customers by researching issues, documenting outcomes, resolving inquiries and delivering a high level of customer satisfaction.

KS30+ days ago

Remote

Problem solving and critical thinking; Exercise good judgement/reasoning and resourcefully solve routine problems; Organize and handle multiple tasks and prioritize; Handle confidential/sensitive information; Exhibit excellent customer service skills Occasionally: Perform basic mathematical computations Physical Requirements- Constantly: Sit- Remaining in a seated position for long periods of time; Use hands/fingers for repetitive keyboard & hand motion; Speak coherently Emotional Effort- Frequent short deadlines. S3 STAR Values: Service Teamwork Attitude Results Location: Remote TOP JOB RESPONSIBILITIES: Answers phone calls and utilizes knowledge of credit union products, data systems, and web-based applications to provide information, answer questions, and assist with requests and concerns for both member and non-member callers.

Kansas City, MO12 days ago

$17.40–$19 Per Hour

The Cashiers Office is responsible for managing student finances and consists of five main areas: student account billing and collection, cashiering services for the University, refund processing, sponsor billing, and institutional student loans. As part of your total compensation, the University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, short- and long-term disability, paid parental leave, paid caregiver leave, and educational fee discounts for all four UM System campuses.

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Financial Services Representative Jobs in Kansas City, KS

Retail Customer Service Associate FedEx

Outside Sales Representative UniFirst

Entry Level Sales Representative UniFirst

Territory Salesperson Patterson

Sales Representative Company Confidential

Financial Services Representative (Bilingual - Spanish) Enterprise Bank & Trust (Saint Louis)

Financial Services Representative World Acceptance Corporation

Financial Services Representative - State Farm Agent Team Member Josh Bodner - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Tracy Tucker - State Farm Agent

Financial Services Operations Representative I SS&C Technologies Holdings Inc

Financial Services Operations Representative I SS&C

Insurance and Financial Services Position - State Farm Agent Team Member Beau Crawford - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Michael Sales - State Farm Agent

Financial Services Assistant Penske Corporation

Patient Financial Advisor Supervisor - Infusion Services The University of Kansas Health System

Account Services Representative IAT Insurance Group

Investor Services Representative - Entry Level SS&C Technologies Holdings Inc

Client Services Representative (January 2027 Class) American Century Investments

Client Services Representative (January 2027 Class) American Century Investment Services Inc

Work From Home - Client Services Representative AO Garcia Agency

Client Services Representative Miller Management

College Financial Representative, Internship Program Northwestern Mutual

Work From Home - Client Services Representative Global Elite Empire Consultants

Financial Representative Entry Level KMO - Northwestern Mutual

Financial Representative Western & Southern Life

Sales & Service Representative (Universal Banker) First Citizens Bank

Financial Representative - Seeking Growth Mallett Region - Modern Woodmen of America

Customer Service Representative - UniFirst UniFirst Corp

Mail/Distribution Services Representative SS&C Technologies Holdings Inc

Patient Services Representative - Cardiovascular Medicine The University of Kansas Health System

Mail/Distribution Services Representative SS&C

Customer Service Representative (Loan Consultant I) Lendmark Financial Services LLC

Customer Service Representative (Loan Consultant I Lendmark Financial Services LLC

Customer Service Representative QCHI/ LendNation Open Career

Bilingual Customer Service Representative QCHI/ LendNation Open Career

Bilingual Customer Service Representative QCHI

Customer Service Representative QCHI

Customer Service Representative QC Holdings

Customer Service Representative Border States Industries

Customer Service Representative Community Choice Financial Family of Brands

Service Representative New York Life Insurance Co

Customer Service Representative QC Holdings-LendNation

Customer Service Representative (Multi Branch Support) Security Finance Corp

Customer Service Representative TMX Finance Family of Companies

Customer Service Representative Tower Loan Of Mississippi, Inc

Customer Service Representative - State Farm Agent Team Member Julie Stoll - State Farm Agent

Customer Service Representative (Multi Branch Support) Security Finance

Customer Service Representative CVS Health Corp

Member Service Representative Shared Service Solutions LLC

Customer Service Representative, UMKC Cashier's Office University of Missouri

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