Financial Services Representative Jobs

Nationwide Financial is seeking part-time Financial Services Representatives in Grandview Heights to support annuity transaction processing and deliver high-quality customer service during peak hours.

Customer-focused Client Service Representative needed to handle escalated client inquiries, assist financial advisors, and maintain accurate account records in a hybrid Memphis-based role.

BHG Financial is hiring an on-site Sales Development Representative in Syracuse to prospect, set meetings, and support Bank Reps in maintaining client relationships and growing revenue.

Hines is hiring an Onsite Operations Representative in Houston to manage trade acceptance workflows, resolve shareholder and financial professional inquiries, and support operational relationships with broker-dealers and transfer agents.

A remote SDR role for a financial services firm focused on outbound B2B outreach and lead qualification to help businesses secure funding.

Zocks seeks a motivated Sales Development Representative to execute outbound outreach and set qualified meetings with financial services prospects for a fast-growing AI startup.

A remote Sales Representative role focused on consultative, high-ticket B2B selling to C-level executives in New York and Chicago with a competitive base salary plus commission.

Support Financial Advisors by onboarding referred clients, implementing diversified FSR solutions, and providing ongoing one-to-many client service within D.A. Davidson's Wealth Management practice.