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Financial Representative Jobs in Lewisville, TX (10,211+)

Patient Financial Representative Senior - Patient Financial Services

CHRISTUS Health
Irving, TX
Hospitality

Bilingual (Spanish) Financial Service Representative

Heights Finance
Bedford, TX
Hourly
Dental Insurance
Vision Insurance
Education
Icon: salary
$16.25 - $22.75 / hour

Bilingual (Spanish) Financial Service Representative

Attain Finance
Bedford, TX
New
Hourly
Dental Insurance
Vision Insurance
Education
Icon: salary
$16.25 - $22.75 / hour

Bilingual Financial Services Representative (FULL-TIME)

z_Advertised on Facebook
Addison, TX
New

Financial Services Customer Service Representative (FULL-TIME)

z_Advertised on Facebook
Grapevine, TX
New
PTO
Dental Insurance
Vision Insurance

Financial Services Customer Service Representative (FULL-TIME)

MCI Careers
Farmers Branch, TX
Part-Time
PTO
Dental Insurance
Vision Insurance
‌

Financial Services Customer Service Representative (FULL-TIME)

ValorVIP
Farmers Branch, TX
Part-Time
PTO
Dental Insurance
Vision Insurance
Icon: salary
$13.10 - $17.25 / hour
‌

Financial representative

Modern Woodmen
Dallas, TX
New
Dental Insurance
‌

Financial Representative Entry Level

Smith Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$97k - $192k / year
‌

Financial Representative

Spectrum Financial Group
Dallas, TX
New
‌

Business Development Representative - Smith Anglin Financial

HighTower
Dallas, TX
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Business Development Representative - Smith Anglin Financial

HighTower Advisors
Dallas, TX
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Investment Advisor Representative

Bright Industries
Lewisville, TX
‌

EntryLevel Financial Representative

Striano Financial Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌

Financial Representative

Western & Southern Life
Westlake, TX
‌

Financial Representative

Mutual of Omaha
Irving, TX
Icon: salary
$36k - $75k / year
‌

Associate Financial Representative

Modern Woodmen
Addison, TX
Dental Insurance
‌

Strategic Financial Planner & Wealth Advisor

Cain Watters & Associates
Frisco, TX
PTO
Health Insurance
‌

Financial Representative (WESTLAKE, TX)

The Western and Southern Life Insurance
Westlake, TX
Dental Insurance
‌

Financial Solutions Advisor Personal Wealth Planner

Bank of America
Frisco, TX
New
Diversity Leader
Eco-Friendly
‌

Senior Financial Planner & Client Wealth Advisor

Frost
Plano, TX
Education
‌

Impactful Financial Representative - Build Futures

Modern Woodmen
University Park, TX
‌

Financial Representative Growth, Commission & PTO

Claudia Salas - State Farm Agent
Dallas, TX
PTO
‌

Remote Insurance Agent to Financial Representative

Smith Region - Modern Woodmen of America
🌎 Remote
New
Remote
‌

Financial Advisor

Northwestern Mutual
Addison, TX
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual Life Insurance
Irving, TX
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Investment Advisor Representative

Bright Wealth Management
Lewisville, TX
New
‌

Financial Representative: Growth, Training & Flexible Remote

Smith Region - Modern Woodmen of America
🌎 Remote
Remote
‌

Senior Wealth Advisor

Squaremouth
Dallas, TX
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$240k / year
‌

Senior Wealth Advisor

HUB International
Dallas, TX
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$240k / year
‌

Wealth Advisor Senior

Kyler Professional Search
Plano, TX
New
Dental Insurance
Vision Insurance
‌

Financial Representative

Randstad
🌎 Remote
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Representative

Tailored Management
🌎 Remote
Remote
Hourly
Icon: salary
$19 / hour

Job Description

Working as a Financial Representative in Lewisville, TX

There are 10,211 Financial Representative opportunities available in Lewisville, TX all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near Lewisville, TX

  • Dallas, TX
  • Fort Worth, TX
  • Plano, TX

Financial Representatives in Lewisville, TX Resume Data

Average Experience for Financial Representatives in Lewisville, TX

  • More than 10 years: 50%
  • 6-10 years: 35%
  • 3-5 years: 13%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Lewisville, TX

  • Diploma: 43%
  • Bachelors: 30%
  • Associates: 17%
  • Masters: 9%
  • Doctorate: 1%

Top Skill for Financial Representatives in Lewisville, TX

  • Customer focus & orientation: 20%
  • Customer service: 12%
  • Attention to detail: 12%
  • Work style: Reliability: 11%
  • Call center customer service: 10%
  • Sales skills: 9%
  • Verbal communication: 8%
  • Administrative assistant/receptionist: 6%
  • Scheduling: 6%
  • Data entry: Accuracy: 5%

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