Finance Representative Jobs in Buenaventura Lakes, FL

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  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Representative Job In Maitland, FL

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!
    $42k-77k yearly est. 19d ago
  • Financial Advisor/Wealth Manager - Orlando, FL

    Florida Financial Advisors

    Finance Representative Job In Orlando, FL

    Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: Identify and set appointments with potential clients Meet with clients to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support FFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Some features of this position include: One-on-one training from seasoned leaders in the local financial planning industry A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance Uncapped earning potential - advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: Associate's degree in business or industry-related field Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office Must be a U.S. or Permanent Resident Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Visit our website at ************************
    $70k-100k yearly 20d ago
  • Financial Advisor

    Evershore Financial Group

    Finance Representative Job In Maitland, FL

    ARE YOU…? …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen in working with individuals and businesses to reach common goals? …exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy? …wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged? If you answered “YES” to any of the above, we may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty. Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland. At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don't hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience. What does this mean for you? We specialize in practice growth and the ability to help advisors become more sophisticated in their practice. Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book' experience. You will receive unmatched mentoring relationships, joint work, support, and collaboration. We start with the end in mind and practice what we preach so our advisors have access to succession planning tools and a guided future. ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….? …the desire to be and think like a business owner - matching work ethic, growth ambition, and capability to execute business initiatives? …the ability and willingness to cultivate long-term client relationships? …the goal of building equity in your career, opposed to growing a corporate bottom line? …a combination of confidence, competitiveness, humility, and willingness to learn from others? …the strong commitment to success - for you, the team, and most importantly - your clients? …or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner? Again, if you answered “YES” to any of the above - CLICK TO APPLY NOW! Your successful career with Evershore awaits! Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. ******************
    $46k-92k yearly est. 19d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Representative Job In Melbourne, FL

    Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
    $41k-70k yearly est. 18d ago
  • OTC Sales Representative

    Mills & Nebraska

    Finance Representative Job In Orlando, FL

    The OTC Sales Representative at Mills & Nebraska is responsible for driving sales, providing exceptional customer service, and supporting the company's business objectives. This role involves assisting customers with material selection, processing sales orders, and proactively generating new business opportunities. The OTC Sales Representative plays a key role in maintaining customer relationships and ensuring smooth sales operations while upholding the company's mission, vision, and values. MAJOR RESPONSIBILITIES Greet walk in customers in a timely and professional manner. Determine customer needs and assist with their selection of materials. Takes incoming sales orders from telephone calls, emails and walk-in will-call customers, complete order documentation. Contact current customers via phone, email, personal visit, to generate orders for delivery on scheduled delivery routes and to inform customers of specials and sales promotions. Follow-up by email or telephone with customers regarding back-ordered materials, delivery dates, job quotes, etc. Assist in the collection of payment from customers. Performs customer service function by recommending substitute or other merchandise better suited to the customer's needs and requirements. As needed, assist in creating material schedules with customers. Use sound professional judgment while representing the Company. Increases sales volume by contacting potential customers to generate new business. Prepares job order quotations based upon customer requests and information under guidelines established by the Sales and Solutions Manager. Perform other duties assigned AUTHORITY: The OTC Sales Representative acts within company policies and applicable federal, state and local legislation to do whatever is necessary and make any decisions required to carry out effectively the strategic and operational goals of Mills & Nebraska.However, without the approval of the Owner may not: Commit the company to any capital expenditure, dispose of any company asset, sign any lease, contract or agreement. Change or revise established policies, procedures and controls. Engage personally in outside business that could conflict with the company's interests. Enter into a relationship with any employee, which may have, or appear to have, an adverse effect upon his/her ability to carry out responsibilities of the job. SKILLS, KNOWLEDGE & ABILITIES Bilingual (Spanish / English) is preferred Microsoft Office proficiency - Word, Excel, Outlook, etc Good working knowledge of construction as related to architectural products, doors, door products and related codes and requirements. Knowledge of field installation and applications extremely helpful. Ability to apply exceptional organizational skills and attention to detail. Possess strong communication, presentation and writing skills. Ability to communicate effectively with all levels of management. Ability to work well under pressure in a fast paced, dynamic environment. Ability to multitask and prioritize effectively. Ability to effectively manage teams as well as work effectively as part of a team. Passion for providing excellent service and quality. Exhibit an entrepreneurial spirit - energetic and self-starter. Through training learn sales software - Acumatica and use with proficiency Analytical and problem-solving skills Time management skills Ability to maintain professionalism and a positive attitude Ability to be autonomous, adaptable, and readily available to fulfill multiple tasks KEY PERFORMANCE INDICATORS (KPI's) Customer Retention and Repeat Orders: Track the Percentage of customers making repeat purchases compared to new customers Order Processing Accuracy: Ensure that sales orders are processed accurately and completely, with all necessary documentation, including customer details and materials selected. New Business Generation: Measure the number of new customers or sales generated from newly acquired accounts within the period. Payment Collection Efficiency: Measure the effectiveness in assisting with payment collections from customers, ensuring timely payments. EDUCATION/EXPEREINCE: High school diploma or GED. Minimum of 1-3 years of like/similar experience preferably supporting a manufacturing, field application or production capacity. ADDITIONAL REQUIREMENTS Must be able to sit for extended periods of time May require on occasional stooping and bending. Must be able to regularly lift/carry up to 20 lbs.; occasionally lift/carry up to 50 lbs Must possess a valid driver's license and drive to and from work locations. Must be able to travel as required for Company business. On occasion work nights and/or weekends during annual warehouse inventory count
    $33k-62k yearly est. 17d ago
  • Sales Representative Entry Level

    Semper Consulting 4.4company rating

    Finance Representative Job In Orlando, FL

    It's not just about what you do for a living, it's where you do it, when, and with whom. At Semper Consulting, we value our inclusive environment. We operate under an open-door policy for anyone qualified and ready to work hard. We have multiple proven strategies for connecting any size company to its ideal customer. Under our belt is a handful of years of experience, an impeccable track record, and an incredible team! Currently, we are hiring an Entry Level Sales Representative to join the team. As a Sales Representative, you will get hands-on training in our sales department and learn daily sales operations. Once proficient in our basic sales structure, our Sales Representatives start learning additional business systems and operations to build their leadership capabilities. Sales Representative Responsibilities: • Face-to-face interaction with customers • Utilize the best technology the industry can offer for better customer service and sales presentations • Work directly with the management team on individual training and development in the sales and marketing department Sales Representative Requirements: • Bachelors Degree, preferred • Experience in sales and marketing • Training and development experience • Background in customer service / restaurant / hospitality / retail • Sports / Team Environment • A sense of humor • Values an active lifestyle and health • Socially aware • Driven/ambitious • Competitive • Only those living in or relocating to Orlando will be considered Team Perks/Benefits: • Weekly pay • Travel • Inclusive work environment • Support from management and leadership teams • Tailored, hands-on development from the management team • Team building activities • Friends and family nights • Additional benefits and pay will be further discussed in the hiring process
    $24k-54k yearly est. 5d ago
  • Parts Sales Representative

    Rush Enterprises, Inc. 4.7company rating

    Finance Representative Job In Orlando, FL

    The Parts Sales Representative - Front Counter sells commercial vehicle and equipment parts to external customers via the counter or over the phone. Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services. Responsibilities: Sell parts to external and account customers, over the counter, through the shop, or on the phone. Ensure all parts movements are performed in SAP in a timely manner. Keep repair orders updated in Service Link. Initiate all retail orders possible in Parts link. Ensure that all sales are properly documented per Rush policies to include but not limited to signatures, information on checks and credit card slips. Issue credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified. Responsible for core returns - per procedure. Complete all customer and vendor returns-per procedure. Keep orderly records of all repair orders, invoices, insurance estimates, and special order parts. Set up orders for daily shipment, delivery, or pick-up. Solicit assigned accounts by phone. Participate in Dealership CSI and marketing. Benefits: We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity. Basic Qualifications: High school diploma or general education degree (GED). Six months' experience in over the counter sales, preferably in a dealership or service setting environment. Familiarity with accounting and inventory tracking software. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
    $34k-43k yearly est. 13d ago
  • In-House Sales Representative

    Capital Vacations 3.6company rating

    Finance Representative Job In Orlando, FL

    Job Summary: In-House Sales Representative As an In-House Sales Representative you will be a member of a team that meets with existing Capital Vacations owners and talks through the opportunity to upgrade their ownership package. You will work in an environment which provides many tools to deliver success, including group sales presentations led by industry veterans and team managers to assist closing your sales. The ideal candidate: Ability to work a flexible schedule, including weekends and some holidays. Professional image with tenacious attitude and motivation to succeed Previous sales experience in timeshare, auto, insurance, finance, restaurants, luxury goods, and hospitality is preferred but certainly not required. Why Choose Capital? Highly Compensated - (Commissions paid weekly, plus opportunity to earn monthly bonuses). Highest Total Compensation payout in the market Six figure income potential within first year of employment Paid Training Program Ongoing training, mentor and group presentation programs allowing for rapid potential income for our new hires Multiple Lead/Tour Source Avenues - No Prospecting/Cold calling We provide opportunity for rapid career advancement Benefits Include: Medical, vision and dental insurance (within 60 days of employment) Retirement - 401K Travel perks and discounts
    $40k-74k yearly est. 12d ago
  • Sales Representative - Corrugated - Central Florida

    Smurfit Westrock

    Finance Representative Job In Orlando, FL

    The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales objectives. The Sales Representative manages current customer relationships, prospecting and engaging new customers. The Sales Representative partners with management to complete budget planning, working with the Area Operations teams to understand and sell open machine capacity and value-added services, and supports cross-functional teams to ensure sales strategy execution. How you will impact WestRock: Define overall account vision, ‘Play to Win' and account growth plan for targeted customers by aligning market trends and customer needs with WestRock solutions Identify pricing dynamics within accounts to inform WestRock commercial decisions Effectively articulate sales vision and strategy to identify leads on new opportunities, manage prospects and develop a robust sales pipeline Meet or exceed individual budgeted and volume sales goals to contribute to the organization's annual targets objectives Effective utilization of CRM system (Salesforce.com) to manage opportunities & pipeline on a consistent basis Ability to navigate within customers organizational structure and build relationships at multiple levels Manage contractual relationships and negotiate multi-year contracts Deliver results by executing on weekly, monthly, quarterly, and annual sales targets Drive Commercial Excellence to exceed Area volume and profit goals through new account development within targeted segments, growth in existing accounts, margin improvement plans and enterprise sales support Utilize internal resources to leverage knowledge of market trends and competition Monitor profitability levels to track progress against budgeted targets and analyze monthly financial summaries Understand market dynamics and business drivers that define long-term commercial strategies and have an impact on Area and develop strategies to reach company objectives Develop working relationships with other WestRock facilities to create opportunities for additional revenue streams across the enterprise capabilities Seek and qualify prospective customers in accordance with Sales strategy Collaborate with cross-functional teams to ensure effective execution of the overall Sales strategy Collaborate with cross-functional teams to identify value add opportunities to improve margins Manage customer engagement through the sales lifecycle to ensure contractual obligations are met and to enable customer satisfaction What you need to succeed: Bachelor's degree preferred 2-5+ years of business-to-business (B2B) Sales experience (Manufacturing/service industry preferred) Related experience in sales execution and pipeline management Ability to drive results by influencing others within different functions Ability to create and deliver engaging presentations to internal and external audiences Demonstrated sales competence and financial acumen Microsoft Office - Excel, Outlook Experience with Salesforce.com Reporting tools such as Power BI, QlikView What we offer: Corporate culture based on integrity, respect, accountability and excellence Comprehensive training with numerous learning and development opportunities An attractive salary reflecting skills, competencies and potential A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
    $33k-62k yearly est. 6d ago
  • Veterinary Sales Representative

    DVM Central

    Finance Representative Job In Orlando, FL

    DVM Central is a leading veterinary marketplace that connects buyers and sellers in the veterinary community. We provide a trusted platform for procuring animal health products directly from reputable manufacturers, offering a secure and convenient environment for both buyers and sellers. Our mission is to transform the veterinary industry by promoting fair trade practices and access to high-quality products and services. Role Description This is a contractual role as a Veterinary Sales Representative at DVM Central with flexibility for work. As a Veterinary Sales Representative, you will be responsible for connecting veterinary professionals with top-quality products and suppliers on our platform. Your day-to-day tasks will involve identifying buyer needs, sourcing products from reputable manufacturers, and facilitating secure transactions. Qualifications Strong communication and relationship-building skills Experience in sales, procurement, or vendor management Knowledge of the veterinary industry and products Ability to work independently and collaborate with cross-functional teams At least 1 year of experience
    $33k-62k yearly est. 20d ago
  • Sales Representative

    Goosehead Insurance Agency 3.7company rating

    Finance Representative Job In Orlando, FL

    About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we're more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry. Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip. Experience and Education Passing the state licensing exam, once hired Legally authorized to work in the United States Required Skills and Abilities Exceptional written and verbal communication Experience in a fast-paced work environment B2B or B2C sales experience or related college major Competitive attitude Networking abilities Entrepreneurial spirit Problem-solving mentality Self-motivated, hands on, self-starter mindset that can do the work Strong time management Strong attention to detail and organization Benefits Summary High quality voluntary health, vision, dental insurance programs Paid holidays, vacation, and sick leave Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!
    $53k-90k yearly 13d ago
  • Entry Level Sales Representative

    Brooksource 4.1company rating

    Finance Representative Job In Orlando, FL

    Brooksource Associate Account Executive Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the fastest growing industries today: Consulting and Professional Services. As Eight Eleven Group's flagship brand, Brooksource was established to provide human capital solutions to the Information Technology industry. Our team takes a relationship-based, solution-driven approach with Fortune 500 clients to help them solve their technology challenges. We are not just in the business of consulting services - we are in the business of making a meaningful and authentic impact both internally with our employees and externally with our clients and consultants. RESPONSIBILITIES Associate Account Executives are enrolled in a comprehensive outside B2B Sales Training Program focused on learning how to take a relationship-driven, client-focused approach to selling consulting and professional services. Once you complete training, 80% of your time will be spent in front of customer decision makers to build partnerships, pipeline opportunities, and secure win-win engagements with our clients. We use a solution-based selling approach, which includes a Relationship Lifecycle methodology, a structured sales playbook and strategy, and quantitative activity-based goals. Here are the primary drivers for success: Strategically identify opportunities and pursuits in 3-5 designated target accounts Build and sustain long-lasting relationships with new and existing clients within your assigned accounts through onsite client meetings, presentations, and outings such as ball games, dinners, golf, etc. Consult with clients to create solutions that help drive change and successful projects within their organization that deliver positive outcomes Act as a client advocate with a focus on improving the experience of our targeted accounts Present to C-suite executives and champion solutions for their project roadmaps Continue to meet and exceed target sales goals Set personal and team goals through frequent sprint sessions with your manager and sales support team All other job duties and responsibilities as assigned by the Company and/or typical for the position. TRAINING Multi-stage sales training begins with organizational, IT industry and sales foundations Sales Readiness program equips you with knowledge of our sales playbook, core competencies and key selling skills Role playing situational selling exercises and ride-alongs with senior account executives Establishing your client portfolio and fostering executive-level relationships In-Person training at our Headquarters puts knowledge into practice Continued education provided as you ramp up in your sales career Led by Brooksource's President and top sales leaders BENEFITS & PERKS Base salary + uncapped commissions Monthly smartphone stipend and car allowance 401k match program Full health benefits (medical, dental, vision, and HSA) All-expenses-paid Reward Trip each year for top producers and a guest Expense budget for client entertainment Green Team: Opportunity to earn additional compensation for hitting activity goals Paid holidays Paid vacation, sick, and personal days Eight Eleven's BeGiving Program: 1 PTO day per quarter for service work/volunteering Access to Eight Eleven University (internal personal & professional development program) Top-notch training programs at every step in your career Access to a personal financial concierge Genuine, passionate, family-oriented culture WHAT YOU WILL NEED TO SUCCEED Competitive, motivated spirit and desire to succeed Outstanding communication skills and innate ability to connect with people Entrepreneurial spirit with desire to learn and grow Results-driven and forward-thinking Thrives in a fast-paced, collaborative, and positive work environment Bachelor's Degree EEO STATEMENT Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristics protected by applicable federal, state, or local laws and ordinances.
    $41k-67k yearly est. 5d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance Representative Job In Auburndale, FL

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 5d ago
  • Sales Rep FT/PT

    Knox Financial Group

    Finance Representative Job In Lakeland, FL

    Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. About the Role - Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets Bonuses, are performance based and paid every month on the 15th Residuals are paid on the anniversary date of the clients sale. If you're passionate about helping others and ready to elevate your career, we want to hear from you! Join us at Knox Financial Group and take your career to new heights. *************************************
    $33k-62k yearly est. 23h ago
  • Sales representative - Events & Furniture Rental

    Caesar Event Rentals Orlando

    Finance Representative Job In Longwood, FL

    Caesar Events USA is a reputable and growing company in the event furniture rental industry for venues, shows, parties, conventions, etc. We are expanding and looking for a dynamic, enthusiastic, and energetic salespeople with strong sales and marketing skills to drive growth and secure contracts.
    $33k-62k yearly est. 5d ago
  • Broker Sales Representative

    Colonial Life 4.9company rating

    Finance Representative Job In Kissimmee, FL

    Colonial Life has an immediate opportunity for a Broker Sales Representative to join our growing team. For more than 80 years, Colonial Life has provided financial protection to help employers and their employees prepare for life's unexpected challenges- like an accident, injury, or illness. We provide benefits through the workplace, including a broad range of voluntary products and services, and support 90 thousand plus businesses with benefits communication, innovative enrollment services and personal customer service. What does this mean to you? Colonial Life will provide access to the tools and resources you need to succeed in the insurance industry. We offer unparalleled home office support, as well as classroom and field training to maximize your success as an independent broker sales rep. Colonial Life also supports you by providing unlimited growth potential, a broad portfolio of products, enrollment technology, and insurance benefit solutions you can offer brokers and employers in one neat package. The Colonial Life opportunity offers you: The flexibility of setting your own hours when it's best for you and your clients Worksite marketing and business-to-business sales with a proven industry partner Excellent recognition, compensation and bonus program Team-oriented environment Awards, trips, and lucrative bonuses Qualifications: A successful broker sales representative will grow broker sales in the territory by developing new relationships with local and national brokers and by strengthening existing relationships. The ability to develop their practice by selling through insurance brokers is required. The ideal candidate will have previous broker sales or similar worksite benefits experience, plus a current state life and health license. We are seeking individuals with an entrepreneurial spirit who would like to be in business for themselves, but not by themselves. Previous insurance sales experience is expected along with excellent relationship-building and communication skills. LIFE AND HEALTH INSURANCE LICENSE REQUIRED. EXPERIENCED BROKER INSURANCE REPRESENTATIVES PREFERRED. Spanish bilingual ideal. For immediate consideration, contact Kate Hallock at ************************* This is an independent contractor opportunity in which you are in business for yourself, but not by yourself. Any income range associated with this posting represents the potential earnings available to you as a business owner in this role; not a guaranteed salary. All earnings in this role are sales results based and uncapped, with a tremendous potential for growth. All individuals must be authorized to work in the United States. © 2025 Colonial Life & Accident Insurance Company. Colonial Life insurance products are underwritten by Colonial Life & Accident Insurance Company, for which Colonial Life is the marketing brand.
    $27k-46k yearly est. 17d ago
  • Sales Representative - Southern Florida

    Diesel Direct Inc. 3.9company rating

    Finance Representative Job In Orlando, FL

    Diesel Direct is hiring! Servicing customers ranging from small business to multi-national corporations, We operate a drip-free delivery operation and hold our people to a high standard of performance and professionalism. We are looking to grow our team with people who share our energy and enthusiasm for creating the best experience for our customers. In addition to exceptional customer service skills, you must have a "can do" attitude. Our Sales Team is the voice and initial point-of-contact for our industry leading company. We will rely on you to use your exceptional sales and consultative skills to understand the needs of interested prospects and turn them into loyal customers. You must be ambitious and outgoing, with a love for calling on customers, building relationships and selling our equipment, products, and services. Responsibilities: Job responsibilities are to oversee and develop fuel sales to drive company revenue Prospect new business and reach established goals within allotted deadlines Track results and trends regularly for business forecasting Share best practices with sales team to overcome challenges Develop and execute innovative sales strategies Establish relationships with prospective customers using various prospecting techniques Resolve customer concerns and complaints Makes the personal time commitment to build the client relationship both during normal business hours and special events Prepare and present sales proposals to current and prospective customers Set appointments with new and existing customer to identify additional needs Become an expert on products and solutions and is knowledgeable of industry changes Prepare various internal reports (weekly prospective agenda, weekly follow-up, account status, etc.) Qualifications: Must have 2-3 years sales experience minimum. Demonstrated history of obtaining new business and retaining current customer base Excellent communication skills, written and spoken Competitive drive, self motivation, and time management skills Established experience in lubricant and/or fuel sales preferred Strong negotiating and problem-solving skills Valid Driver's License and ability to meet our MVR Requirements Reliable transportation to visit customer locations and travel to office location Benefits: We offer a benefits package to our full-time employees. Employees will become eligible to enroll in benefits after a waiting period. These benefits include: Health Insurance Dental Insurance Vision Insurance Life Insurance Paid Time Off Holiday Time Off 401K with Employer Contribution Our company also offers supplemental insurance options that employees can enroll to which include short term disability, long term disability, AD&D, and more. Compensation: Our Total Compensation plan for this position includes a base salary + commission. Equal Employment Opportunity Employer Diesel Direct. does not discriminate against any person because of race, color, creed, religion, sex, gender identity and expression, sexual orientation, national origin, pregnancy, physical or mental disability, age, marital status, familial status, genetic information or any other characteristic protected by federal, state or local law (referred to as "protected status"). This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions
    $32k-60k yearly est. 60d+ ago
  • Financial Representative

    Fort Myers 3.8company rating

    Finance Representative Job In Bartow, FL

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $27k-39k yearly est. 60d+ ago
  • Financial Representative

    Orlando 4.0company rating

    Finance Representative Job In Orlando, FL

    Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
    $30k-36k yearly est. 60d+ ago
  • Patient Financial Services Rep Senior - Refunds - Full Time

    Watson Clinic 4.5company rating

    Finance Representative Job In Lakeland, FL

    Summary/Objective: Sr. PFS Refund Representative assists in the operations of the Refund Department to ensure compliance and quality processing of credit balances. Essential Functions Monitoring the Refund Department staff to ensure accurate processing of credit balances. Trains and educates Refund staff to adhere to Standard Operating Procedures and provide accurate and timely refunds. Assists staff with in-depth research to ensure the accurate processing of accounts. Addresses staff concerns in relation to the processing of refunds. Processes all aspects necessary for the completion of compliance audits including research, charge corrections and processing of refunds. Analyzes escalated requests for patient and insurance refunds requiring in-depth research and processing of the refund. Assists with the processing of patient and insurance refund requests. Requirements Required Education and Experience: High School graduate with a minimum of 2 years' experience in a medical business office or a related field. Experience with the claim adjudication process for government and commercial insurance carriers. Basic medical terminology, CPT and ICD codes. Additional Eligibility Qualifications: Basic knowledge of Windows based computer applications. Be able to operate the following equipment: computer, copier, fax, and 10-key calculator. Accurate typing rate of 40 WPM. Aptitude to retain detailed information. Ability to be multi-tasked oriented, to prioritize and produce an acceptable volume of work. Knowledgeable concerning basic telephone etiquette. Has a good speaking voice, able to communicate ideas in a clear and concise manner. Must be able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to assess a situation and decide on the best course of action. Possesses good organizational skills. Professional appearance and manner.
    $24k-31k yearly est. 60d+ ago

Learn More About Finance Representative Jobs

How much does a Finance Representative earn in Buenaventura Lakes, FL?

The average finance representative in Buenaventura Lakes, FL earns between $21,000 and $69,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average Finance Representative Salary In Buenaventura Lakes, FL

$38,000

What are the biggest employers of Finance Representatives in Buenaventura Lakes, FL?

The biggest employers of Finance Representatives in Buenaventura Lakes, FL are:
  1. Orlando Weekly
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