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Results based on filters ( 24 jobs found )
Provides timely and courteous service to internal and external clients by ...
Details
Summary
About the job:
researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining...
Location:
Wooster, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Plans, organizes and directs workflow and monitors activities to support the ...
Details
Summary
About the job:
overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely feedback and statistical results. Partners with the AOS and sales management teams to improve overall effectiveness within the Agency. Recruits, trains and...
Location:
Miamisburg, OH
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Works with members of the Agency Operations and Support (AOS) teams to ...
Details
Summary
About the job:
identify, facilitate and evaluate effectiveness of new and existing training materials for AOS associates. Presents small group or one on one training sessions using a variety of delivery methods including computer based training, side by side coaching and facilitating classroom training. Consults with Home Office and AOS Assistant Manager teams to advise and assist in enhancing skill development. Provides coverage in various Agencies to accommodate for open positions, new hire assistance, and extended absence/PTO...
Location:
Fort Wright, KY
Job Type:
Full-Time
Temporary
Occupation:
Training and Development Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Public Accountant
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5

Staff Manager

Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Evansville, IN
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 26
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Provides timely and courteous service to internal and external clients by ...
Details
Summary
About the job:
researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining...
Location:
Dover, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Provides timely and courteous service to internal and external clients by ...
Details
Summary
About the job:
researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining...
Location:
Kingsport, TN
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Plans, organizes and directs workflow and monitors activities to support the ...
Details
Summary
About the job:
overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely feedback and statistical results. Partners with the AOS and sales management teams to improve overall effectiveness within the Agency. Recruits, trains and...
Location:
Maitland, FL
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Staff Manager

Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Indianapolis, IN
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 26
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Staff Manager

Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 26
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Staff Manager

Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Grand Rapids, MN
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 26
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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