Financial Representative Jobs in Phoenix, AZ
Financial Representative jobs in Phoenix, Arizona concentrate in the Camelback Corridor, Downtown Phoenix, and Tempe, with strong demand across financial services, insurance, and wealth management. Employers actively posting openings include Banner Health, State Farm, and Fidelity Investments. See the openings below and apply to the ones that match your experience.
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Phoenix, ArizonaDepartment Name:
Admin-ClinicWork Shift:
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Revenue CycleGreat careers are built at Banner Health. We understand that talented health care professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices throughout our network of facilities. Apply today, this could be the perfect opportunity for you.
Banner Health Greenway Family Medicine physicians provide centralized care for patients and their families over the course of their lifetime. They work with patients of all ages and provide primary physician services. Our staff and providers form deep and meaningful partnerships with their patients by delivering important preventative care, helping patients manage conditions or offering support and guidance when health symptoms arise.
As a Front Office/Customer Experience Representative, you are the first point of contact as patients and visitors approach the front desk. You'll work collectively with a dedicated group of healthcare professionals to ensure patients have a positive experience. This is a perfect opportunity to apply your great customer service skills and make patients and visitors feel welcomed. A career with our team is a great opportunity if you are just starting out or have many years of experience. Apply Now to connect with one of our recruiters!
Location: Banner Health Center Greenway - 4720 E. Greenway Rd. Phoenix, AZ 85032
Scheduled: Five 8-hour shifts Monday - Friday between 7:00am - 7:00pm including rotating Saturdays 7:00am-12:00pm
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
POSITION SUMMARY
This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.
CORE FUNCTIONS
1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations
3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.
MINIMUM QUALIFICATIONS
High school diploma/GED or equivalent working knowledge.
Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.
Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire.
PREFERRED QUALIFICATIONS
Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.
Additional related education and/or experience preferred
EEO Statement:
EEO/Disabled/Veterans
Our organization supports a drug-free work environment.
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See All 29 Financial Representative Jobs in Phoenix
Find roles in Phoenix that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Job Market in Phoenix
Who's Hiring
- Banner Health17

- State Farm6

- Fidelity Investments3

- Sierra Pacific Federal Credit Union3
Top Industries Hiring
- Healthcare & Medical Services
Financial Representative Jobs in Phoenix: Frequently Asked Questions
How do I get a financial representative job in Phoenix?
Focus your search on Phoenix's Camelback Corridor and Downtown core, where insurance carriers, independent broker-dealers, and regional banks cluster their sales and advisory teams. Employers in Phoenix weight Series 6, Series 7, and life and health insurance licenses heavily, so holding even one of those credentials before you apply puts you ahead. Targeting mid-size wealth management firms and credit unions in the East Valley can also surface openings that larger national job seekers overlook.
Which companies hire financial representatives in Phoenix?
Phoenix financial representative roles are posted by Banner Health, State Farm, and Fidelity Investments and others right now, based on current listings on Migrate Mate as of November 2026. The local market is shaped by a mix of national insurance carriers with large Phoenix operations, regional banks, and independent financial planning firms serving the city's growing retirement and wealth management community.
Are there remote financial representative jobs in Phoenix?
Yes, though selectively: financial representative work is relationship-driven and often requires in-person client meetings, so fully remote roles are less common than in purely desk-based fields. About 33% of financial representative openings tied to Phoenix are remote or hybrid as of November 2026, with the remote-eligible roles leaning toward inside sales, phone-based financial counseling, and back-office advisory support rather than field-based client acquisition.
How can I get a financial representative job in Phoenix with little or no experience?
The most realistic entry path in Phoenix is through a training program at one of the national insurance carriers or large broker-dealers with Phoenix offices, which hire unlicensed candidates and sponsor licensing costs. Credit unions and community banks in the East Valley and West Phoenix also post entry-level financial service representative roles that pair on-the-job training with client-facing experience. Candidates who complete a life and health insurance license before applying, even independently, convert at a noticeably higher rate with these employers.
Which industries hire the most financial representatives in Phoenix?
Phoenix financial representative roles concentrate in Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. Phoenix's rapid population growth, large retiree base, and expanding corporate presence have made it a regional hub for insurance distribution, retail banking, and fee-based financial planning, which together drive consistent demand for financial representatives across the metro.
See All 29 Financial Representative Jobs in Phoenix
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