Financial Representative jobs in El Paso, TX

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Financial Representative
  • Capital Strategies
  • El Paso, TX FULL_TIME
  • Are you up for a challenge? Are you confident that you are the best at what you do? We are looking for a relationship builder to join our team, gather clients, and provide financial advice to our clients.

    This charismatic and ambitious Financial Services Representative will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact in the lives of clients. Join our team to start making an impact in your own life.

    This is a career move that could redefine everything. Build something. Be in control of your own life. Is your inner entrepreneur calling to be released? What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the move that may redefine your career. If you’ve considered business ownership, financial freedom and independence, then start your business with us.

    As a Financial Services Representative, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.

    - Follow a well-defined career path that integrates education with mentorship and teaming opportunities

    - Benefit from a culture of innovation that embraces growth and the changes that come with it

    - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership

    - Have a voice – your contributions and input matter

    - Experience the power of flexibility – and the freedom to design your work and your life the way you envision

    How will you build your business? You will…

    - Establish networks and cultivate referrals

    - Develop and maintain long-term relationships with clients

    - Provide financial solutions through fact-gathering and needs analyses

    - Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

    Who do you need to be?

    - A strong relationship-builder who takes a client-first approach

    - A connector with people, a connector of people

    - A dedicated worker: independent, self-motivated and goal-oriented

    Contact us today to discuss a change to work that can have great impact on your life.

    Job Type: Full-time

    Pay: $70,000.00 - $80,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Financial planning services
    • Flexible schedule
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid training
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay

    Weekly schedule:

    • Choose your own hours
    • Monday to Friday

    Work setting:

    • Hybrid work
    • Office

    Education:

    • Bachelor's (Required)

    Experience:

    • Sales: 3 years (Required)

    License/Certification:

    • Life & Health Insurance License (Preferred)
    • Series 6 (Preferred)

    Work Location: Hybrid remote in El Paso, TX 79901

  • 7 Days Ago

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TeleSales Representative - Remote
  • UniTrust Financial Group
  • El Paso, TX FULL_TIME
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales and client management? InsuraTec Services Group is seeking enthusiastic TeleSales...
  • Just Posted

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Sales Representative - Remote
  • UniTrust Financial Group
  • El Paso, TX FULL_TIME
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
  • 10 Days Ago

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Customer Service Representative
  • PLS Financial Services, Inc.
  • El Paso, TX FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 21 Days Ago

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Customer Service Representative- Bilingual Spanish Preferred
  • PLS Financial Services, Inc.
  • El Paso, TX FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 1 Month Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • el paso, TX PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 8 Days Ago

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0 Financial Representative jobs found in El Paso, TX area

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Registered Nurse Case Manager PRN
  • Las Palmas Medical Center
  • El Paso, TX
  • Description Introduction Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, emp...
  • 4/18/2024 12:00:00 AM

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Registered Nurse Case Manager PRN
  • Las Palmas Medical Center
  • El Paso, TX
  • Description Introduction Las Palmas Medical Center is committed to investing in the latest technology enabling nurses to...
  • 4/18/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • El Paso, TX
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/18/2024 12:00:00 AM

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Director of Operations - Military Housing (Remote)
  • Hunt
  • El Paso, TX
  • A Brief Overview Under the direction of the Vice President Operations, the Director Operations is responsible for the le...
  • 4/18/2024 12:00:00 AM

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Front Desk Agent
  • Extended Stay El Paso West
  • El Paso, TX
  • Job Summary: Front Desk Agents are responsible for greeting and registering the guest providing outstanding guest servic...
  • 4/18/2024 12:00:00 AM

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Life Insurance Sales Agent
  • Primerica - Tre Thompson
  • El Paso, TX
  • Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance ac...
  • 4/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • El Paso, TX
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 4/16/2024 12:00:00 AM

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Registered Nurse Admin House Supervisor PRN
  • Las Palmas Medical Center
  • El Paso, TX
  • Description Introduction Las Palmas Medical Center is committed to investing in the latest technology enabling nurses to...
  • 4/16/2024 12:00:00 AM

El Paso is located at the intersection of three states (Texas, New Mexico, and Chihuahua) and two countries (the U.S. and Mexico). It is the only major Texas city on Mountain Time. Ciudad Juarez used to be on Central Time, but both cities are now on Mountain Time. El Paso is closer to the capital cities of four other states - Phoenix, Arizona (345 miles away); Santa Fe, New Mexico, (273 miles away); Ciudad Chihuahua, Chihuahua, (218 miles away), and Hermosillo, Sonora (325 miles away) - than it is to the capital of its own state, Austin (528 miles away). It is closer to Los Angeles, California...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$42,683 to $60,998
El Paso, Texas area prices
were up 1.2% from a year ago

Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
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Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
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Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
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Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
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Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
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Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
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Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
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Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023