IRA Services Representative jobs in Portland, OR

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • newberg, OR 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 exceptional service to our clients. Here’s what you can expect:

    1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

    2. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

    3. Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

    4. Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

    5. Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

    If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together! 

    Responsibilities:

    As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:

    1. Needs Analysis and Client Education:

      • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
      • Educate clients about the differences between term and whole life insurance.
      • Identify matching insurance plans and services that align with clients’ unique situations.
      • Assist clients through the application process.
    2. Sales and Application Completion:

      • Close sales by accurately completing applications.
      • Utilize your sales skills to connect with clients and address their insurance needs.
    3. Collaboration and Support:

      • Work closely with internal support teams, trainers, and customer service representatives.
      • Foster a collaborative environment to ensure seamless client experiences.
    4. Other Duties:

      • Perform any related duties to contribute to the team’s success.

    Our Commitment to You:

    1. Growth Opportunities:

      • Join a company where 2/3 of our Leadership team has been promoted from within.
      • Unlock incredible growth potential as you excel in your role.
    2. Continuous Training:

      • Access top-notch training programs to stay informed and up-to-date with industry trends.
      • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
    3. Clarity and Collaboration:

      • We value your feedback and actively seek ways to improve as a company.
      • Be part of a transparent and collaborative work environment.

    Qualifications:

    To thrive in this role, you should possess the following core skills and abilities:

    • Must be at least 18 years of age.
    • Successfully pass a background check.
    • Reside in the U.S.

    Apply Now:

    If you identify with the following traits, we encourage you to apply:

    1. Passionate Salesperson:

      • Thrive in a competitive environment.
      • Love being #1 and enjoy friendly competition.
      • Excited about building commissions.
    2. Entrepreneurial Spirit:

      • Passionate about learning and personal growth.
      • Strive to improve day by day.
      • Willing to share knowledge with others.
    3. Enthusiasm Spreader:

      • Motivate both customers and teammates.
      • Contagiously positive attitude.
      • Love making people’s day!

    Ready to shape your future with us? Apply now; let’s make a difference together! 

    **Checkout my website for more information:
    http://primerica.com/e_vthelen**


  • Just Posted

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • oregon, OR 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...
  • Just Posted

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Financial Services Representative I
  • First Interstate Bank
  • Oswego, OR FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourLake Oswego branch.What's Important to YouWe know your career is just...
  • Just Posted

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Member Services Representative
  • Castparts Employees FCU
  • Portland, OR PART_TIME
  • Job Overview:Would you like to work at a small credit union? Want to be part of a great team? Castparts Employees FCU is looking for a part-time Member Service Representative. We are searching for a m...
  • 2 Days Ago

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Financial Services Representative I
  • First Interstate Bank
  • Cathlamet, WA FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourCathlamet, WA branch.What's Important to YouWe know your career is ju...
  • 2 Days Ago

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Fan Services Representative
  • KEEN Footwear
  • Portland, OR FULL_TIME
  • General Summary The eCommerce Fan Services Representative role is responsible for delivering an exceptional overall fan experience via phone, email and chat interactions. Essential Responsibilities Re...
  • 4 Days Ago

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0 IRA Services Representative jobs found in Portland, OR area

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Customer Service Rep
  • Arizona Tile, LLC.
  • Beaverton, OR
  • Job Description Job Description Arizona Tile, the premier importer of natural stone and ceramic tile, with 28 branches i...
  • 5/7/2024 12:00:00 AM

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Customer Service Representative>
  • U-Haul
  • Beaverton, OR
  • U-Haul - [Customer Service Representative] As a Customer Service Rep at U-Haul, you'll: Interface with U-Haul customers ...
  • 5/7/2024 12:00:00 AM

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Customer Service Representative>
  • Spectrum
  • Vancouver, WA
  • Spectrum - JobID: 64658445472 [Customer Service Representative] As a Customer Service Rep at Spectrum, you'll: Provide o...
  • 5/7/2024 12:00:00 AM

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Customer Service Rep / Junior Broker
  • Ibas
  • Portland, OR
  • **Customer Service Rep / Junior Broker - Long Lake Insurance** Category: Province: Imperial, Saskatchewan Position: Cust...
  • 5/5/2024 12:00:00 AM

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Customer Service Rep II
  • Patterson Companies Inc
  • Portland, OR
  • **Customer Service Rep II** **Primary Location** Portland, Oregon **Job ID** R100434 **Job Summary** Customer service re...
  • 5/4/2024 12:00:00 AM

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311 Customer Service Rep I
  • City of Portland
  • Portland, OR
  • 311 Customer Service Rep I Print (https://www.governmentjobs.com/careers/portlandor/jobs/newprint/4481597) Apply ? 311 C...
  • 5/4/2024 12:00:00 AM

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Customer Service Rep - 7268 - Sherwood
  • Domino's
  • Sherwood, OR
  • Company Description Job Description Will review upon interview. Qualifications Additional Information All your informati...
  • 5/4/2024 12:00:00 AM

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Customer Service Representative
  • Portland Seed Fund
  • Portland, OR
  • **Customer Service Representative** at **TrovaTrip** TrovaTrip is a trip management platform dedicated to making travel ...
  • 5/3/2024 12:00:00 AM

Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Valley region of the Pacific Northwest, at the confluence of the Willamette and Columbia rivers. As of 2017, Portland had an estimated population of 647,805, making it the 26th-largest city in the United States, and the second-most populous in the Pacific Northwest (after Seattle). Approximately 2.4 million people live in the Portland metropolitan statistical area (MSA), making it the 25th most populous MSA in the United States. Its Combined Statist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$41,431 to $50,407
Portland, Oregon area prices
were up 3.9% from a year ago