Financial Services Representative Jobs
Financial Services Representative jobs are open across banking, insurance, wealth management, and credit unions, at every level from entry-level customer service to senior advisor and branch manager, with specializations in retail banking, investment products, and insurance sales. Find a role that fits from the openings below and apply directly.
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Showing 5 of 700+ Financial Services Representative jobs
Primary City/State:
Peoria, Arizona
Department Name:
C/P-Peoria Psych Clinic-Clinic
Work Shift:
Day
Job Category:
Revenue Cycle
Great 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.
As a Front Desk Patient Financial Services Representative-Psychiatry, 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 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.
Full Time: Monday-Friday 6:45am-3:15pm
Location: 13640 N. Plaza Del Rio Blvd suite # 230 Peoria, AZ 85381
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
-
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.
-
Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations.
-
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.
-
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.
-
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.
-
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.
-
Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
-
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.
-
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.
Privacy Policy:
Privacy Policy
Primary City/State:
Peoria, Arizona
Department Name:
C/P-Peoria Psych Clinic-Clinic
Work Shift:
Day
Job Category:
Revenue Cycle
Great 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.
As a Front Desk Patient Financial Services Representative-Psychiatry, 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 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.
Full Time: Monday-Friday 6:45am-3:15pm
Location: 13640 N. Plaza Del Rio Blvd suite # 230 Peoria, AZ 85381
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
-
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.
-
Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations.
-
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.
-
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.
-
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.
-
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.
-
Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
-
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.
-
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.
Privacy Policy:
Privacy Policy
See All 700+ Financial Services Representative Jobs
Jump back to the full list of openings and apply to any financial services representative role that fits.
Find JobsFinancial Services Representative Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Northwestern Mutual239
- State Farm179
- The Western and Southern Life Insurance Company89
- Allstate Insurance33
- Banner Health24
Top Industries Hiring
- Insurance554
- Healthcare & Medical Services53
- Banking & Financial Services48
- Investment & Asset Management20
- Consulting & Professional Services7
What Employers Look For
The qualifications that appear most often in financial services representative jobs.
- Active Series 6, Series 7, or Series 63 FINRA license, or willingness to obtain within 90 days
- One to three years of customer-facing sales or financial services experience
- Proficiency with CRM platforms such as Salesforce or proprietary banking systems
- State insurance license (life, health, or property and casualty depending on role)
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including checking, savings, loans, and investment accounts
Tips for Your Financial Services Representative Job Search
Tailor your resume to license requirements
List any Series 6, Series 7, Series 63, or state insurance licenses prominently near the top of your resume. Hiring managers screen for licensure before reading further, so burying it in a skills section costs you callbacks.
Quantify your client retention and sales results
Replace vague phrases like 'built client relationships' with specific outcomes: portfolios managed, accounts opened, or retention rates achieved. Financial services representative roles are production-oriented, and numbers on your resume signal you understand the expectations.
Filter openings by product line before applying
Job titles overlap heavily in financial services, but daily work differs sharply between annuities, life insurance, banking products, and brokerage accounts. Read the products section of each posting carefully so you apply to roles that match your actual product knowledge.
Apply early to roles that fit
Migrate Mate lists financial services representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare scenario answers around compliance situations
Interviewers for financial services representative roles often ask how you handled a client who wanted an unsuitable product or pressured you to skip a disclosure step. Prepare a specific, real example that shows you prioritized compliance without losing the client relationship.
Negotiate your draw structure before accepting
Many financial services representative offers combine a base draw against future commissions with a transition period. Clarify how long the draw lasts, what the ramp expectations are, and whether unearned draw must be repaid before you sign anything.
Financial Services Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial services representatives?
The companies hiring the most financial services representatives right now include Northwestern Mutual, State Farm, and The Western and Southern Life Insurance Company, with the largest share of openings in Texas, Illinois, and Florida, based on current listings on Migrate Mate as of June 2026. Regional banks, national insurers, and credit unions consistently account for a large portion of total openings.
How many financial services representative jobs are remote?
About 11% of financial services representative openings are fully remote or hybrid as of June 2026, though the share varies significantly by employer type. Phone-based insurance sales and inside financial advisor roles tend to offer the most remote flexibility, while branch banking and in-person advisory roles remain predominantly on-site.
How do you become a financial services representative?
Start by earning a bachelor's degree in finance, business, or a related field, though some employers hire candidates with an associate degree and strong sales experience. Next, obtain any required licenses: FINRA Series 6 or Series 7 for investment products, or a state insurance license for insurance sales roles. Apply to entry-level positions at banks, credit unions, or insurance agencies, where most initial training is provided on the job.
Can you get a financial services representative job with little experience?
Yes, many financial services representative roles are designed as entry points into the industry and do not require prior financial experience. Employers in retail banking and insurance sales often prioritize candidates with customer service or retail sales backgrounds over those with financial credentials, then provide product training and sponsor licensing exams. Highlighting any experience handling transactions, resolving customer issues, or meeting performance goals strengthens an entry-level application significantly.
What does the financial services representative interview process look like?
Most hiring processes for financial services representative roles include an initial phone screen with a recruiter, followed by one or two in-person or video interviews with a branch manager or sales director. Expect behavioral questions about handling objections, cross-selling, and compliance situations, along with a review of your licensing status. Some employers add a brief role-play exercise simulating a client conversation before extending an offer.
Where can I find and apply to financial services representative jobs?
You can find and apply to financial services representative jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, product background, and preferred location, then apply directly to each listing from the page.
See All 700+ Financial Services Representative Jobs
Jump back to the full list of openings and apply to any financial services representative role that fits.
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