Financial services representative Jobs in Indianapolis, IN
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Financial services representative • indianapolis in
Last updated: 4 days ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall - State Farm AgentBroad Ripple, IN, US
Full-time +1
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused.Financial Services Representative.This role is ideal for candidates with a financial industry background who are passio...Show moreLast updated: 30+ days ago
Tax Director - Personal Financial Services
PwC US Tax LLPIndianapolis,IN
Full-time
SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax com...Show moreLast updated: 30+ days ago
Promoted
Financial Controller
Austin Allen Company, LLCIndianapolis, IN, US
Full-time
Quick Apply
Financial Controller – Manufacturing.Salary $130,000 - $160,000 + Benefits + Bonus + Paid Relocation to the Midwest.Seeking a hands-on leader who can easily collaborate with teams across the plant....Show moreLast updated: 23 days ago
Financial Services Representative - State Farm Agent Team Member
Mitch Harris - State Farm AgentIndianapolis, IN, US
Full-time
As a Financial Services Representative with Mitch Harris- State Farm Agency, you will successfully market the financial products that manage everyday risks and help our customers reach their financ...Show moreLast updated: 20 days ago
Remote Guest Services Representative – Travel
Genovaire Travel GroupIndianapolis, Indiana, United States
Remote
Full-time
Quick Apply
We are looking for a Remote Guest Services Representative – Travel to provide assistance and support to travelers throughout their journey.This position focuses on delivering attentive service, res...Show moreLast updated: 5 days ago
Financial Services Representative
Charles SchwabIndianapolis, IN, US
Full-time
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
Promoted
Financial Planner
Larson Wealth Partners, LLCIndianapolis, Indiana, United States, 46201
Full-time
Quick Apply
This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, co...Show moreLast updated: 4 days ago
Promoted
Insurance and Financial Services Position - State Farm Agent Team Member
State FarmIndianapolis, IN, United States
Full-time
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Steve Oleksiw - State Farm Agent.As a member of our agency team, you have an opportunity t...Show moreLast updated: 6 days ago
Financial Advisor
First Command Financial Services, Inc.Indianapolis, IN, US
Full-time
Financial Advisor Careers at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Financial Services Representative - Indianapolis, IN
Fidelity InvestmentsIndianapolis, IN, US
Full-time
Financial Services Representative.Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, w...Show moreLast updated: 30+ days ago
Work From Home - Client Services Representative
Global Elite TexasIndianapolis, Indiana, United States, 46201
Remote
Full-time
Work From Home - Client Services Representative.Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are y...Show moreLast updated: 19 days ago
Experienced Financial Advisor
PrincipalIndianapolis, IN, US
Full-time
Join a team where your expertise as a Financial Advisor will make a profound impact on businesses and individuals alike.At Principal, you'll enjoy the freedom to grow your practice on your terms, s...Show moreLast updated: 30+ days ago
Financial Representative
WestPoint Financial GroupIndianapolis, IN, US
Full-time
Location: Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals.This r...Show moreLast updated: 30+ days ago
Promoted
Architectural Services Representative - Cleveland
Dormakaba USA, Inc.Indianapolis, IN, United States
Full-time
Architectural Services Representative remote based in Cleveland.The Architectural Services Representative is responsible for effectively promoting dormakaba's entire North American portfolio of pro...Show moreLast updated: 5 days ago
Financial Account Representative – State Farm Agent Team Member
Kellie Taylor - State Farm AgentIndianapolis, IN, US
Full-time
I’ve been a State Farm agent since September 2019, but I bring more than 20 years of insurance experience to the table, including work as a claims adjuster and in agency leadership.That background ...Show moreLast updated: 30+ days ago
Promoted
Senior Consultant in Financial Services Cybersecurity
CroweIndianapolis, IN, United States
Full-time
Your Journey at Crowe Starts Here:.At Crowe, you can cultivate a fulfilling and impactful career with flexibility that allows you to balance work and life.We celebrate your unique identity, priorit...Show moreLast updated: 6 days ago
To oversee all functions relating to the receipt, disbursement, disposal, and accountability of all City owned vehicles and divisional fixed assets.Establishes and implements vehicle replacement cr...Show moreLast updated: 7 days ago
Insurance and Financial Services Position - State Farm Team Member
Beau Bradle - State Farm AgentIndianapolis, IN, US
Full-time
As Insurance and Financial Services Position - State Farm Team Member for Beau Bradle - State Farm Agent, you are vital to our daily business operations and customers’ success.You grow our agency t...Show moreLast updated: 30+ days ago
Patient Financial Counselor
Damien CenterIndianapolis, IN, United States
Full-time
Quick Apply
Dignity-Collaboration-Accountability-Access-Quality-Innovation .Founded in 1987, Damien Center is Indiana’s oldest and largest AIDS service organization (ASO) and serves more than 8,000 individuals...Show moreLast updated: 6 days ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall - State Farm AgentBroad Ripple, IN, US
30+ days ago
Job type
Full-time
Part-time
Job description
Benefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client base—no cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients’ financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!