Financial Services Representative Jobs
Financial Services Representative jobs are open across banking, insurance, brokerage, and credit unions, from entry-level client service roles to senior relationship management and licensed investment positions, with specializations in retail banking, insurance sales, and wealth management. Find a role that fits below and apply directly.
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Showing 4 of 496+ Financial Services Representative jobs
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship.Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial banks, credit unions, finance companies, buy-here pay-here dealers and leasing and rental concerns.
This division insures all forms of collateral securing mortgages, retail installment contracts and loans. This includes but is not limited to residential and commercial real property, commercial vehicles, commercial contents and equipment, motorcycles, recreational vehicles, watercraft and aircraft.
https://www.greatamericaninsurancegroup.com/about-us/business-operations/division/financial-institution-services
We are looking for a Claims Representative/Senior Claims Representative to join our team! This position is open to remote candidates who are qualified. Local candidates to Cincinnati will work on a hybrid schedule. Great American’s culture is built on connection, shared learning, and strong relationships. To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely. Core in‑office days are Tuesday–Thursday, with the fourth day determined by business needs.
Essential Job Functions and Responsibilities
Manages an inventory of claims to evaluate compensability/liability for property and casualty claims.
Conducts claim investigations to confirm coverage and to determine liability, compensability and damages.
Determines and may negotiate appropriate claim settlements/reserves within prescribed authority. May attend arbitrations, mediations, depositions, or trials.
Conveys routine to moderately complex information regarding coverage and settlements to insureds, claimants, and external partners.
May authorize payments in accordance with assigned authority limit and ensures payments are made in a timely manner.
Maintains accurate and detailed claim files, including all correspondence, reports, and settlement agreements.
Performs other duties as assigned.
Job Requirements
Education: Bachelor’s Degree in Business Administration, Risk Management and Insurance, Finance, or a related field or equivalent experience. Currently possess an active staff insurance adjuster license or equivalent.
Experience: Generally, a minimum of 6 months of experience in casualty claims handling. Completion of or continuing progress toward a professional designation preferred, such as Associate in Claims (AIC).
Scope of Job/Qualifications: Works within specific limits and authority on assignments of moderate technical complexity and coordination. Demonstrates functional analytical, negotiation, and problem-solving skills. Demonstrates knowledge of insurance policies, coverage, and claims handling procedures. Develops and maintains knowledge of industry laws and regulations. Demonstrates ability to organize and prioritize caseloads, ensuring timely resolution of claims. Strong interpersonal and communication skills with the ability to build relationships and handle negotiations. Proven ability to handle confidential information with discretion.
This job is non-exempt in California and Washington
Business Unit:
Financial Institution Services
Salary Range:
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.
Excludes seasonal employees and interns.
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship.Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial banks, credit unions, finance companies, buy-here pay-here dealers and leasing and rental concerns.
This division insures all forms of collateral securing mortgages, retail installment contracts and loans. This includes but is not limited to residential and commercial real property, commercial vehicles, commercial contents and equipment, motorcycles, recreational vehicles, watercraft and aircraft.
https://www.greatamericaninsurancegroup.com/about-us/business-operations/division/financial-institution-services
We are looking for a Claims Representative/Senior Claims Representative to join our team! This position is open to remote candidates who are qualified. Local candidates to Cincinnati will work on a hybrid schedule. Great American’s culture is built on connection, shared learning, and strong relationships. To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely. Core in‑office days are Tuesday–Thursday, with the fourth day determined by business needs.
Essential Job Functions and Responsibilities
Manages an inventory of claims to evaluate compensability/liability for property and casualty claims.
Conducts claim investigations to confirm coverage and to determine liability, compensability and damages.
Determines and may negotiate appropriate claim settlements/reserves within prescribed authority. May attend arbitrations, mediations, depositions, or trials.
Conveys routine to moderately complex information regarding coverage and settlements to insureds, claimants, and external partners.
May authorize payments in accordance with assigned authority limit and ensures payments are made in a timely manner.
Maintains accurate and detailed claim files, including all correspondence, reports, and settlement agreements.
Performs other duties as assigned.
Job Requirements
Education: Bachelor’s Degree in Business Administration, Risk Management and Insurance, Finance, or a related field or equivalent experience. Currently possess an active staff insurance adjuster license or equivalent.
Experience: Generally, a minimum of 6 months of experience in casualty claims handling. Completion of or continuing progress toward a professional designation preferred, such as Associate in Claims (AIC).
Scope of Job/Qualifications: Works within specific limits and authority on assignments of moderate technical complexity and coordination. Demonstrates functional analytical, negotiation, and problem-solving skills. Demonstrates knowledge of insurance policies, coverage, and claims handling procedures. Develops and maintains knowledge of industry laws and regulations. Demonstrates ability to organize and prioritize caseloads, ensuring timely resolution of claims. Strong interpersonal and communication skills with the ability to build relationships and handle negotiations. Proven ability to handle confidential information with discretion.
This job is non-exempt in California and Washington
Business Unit:
Financial Institution Services
Salary Range:
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.
Excludes seasonal employees and interns.
Financial Services Representative Jobs by Experience Level
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Find JobsFinancial Services Representative Job Market
Who's Hiring
- State Farm131
- World Finance106
- Morgan Stanley20
- Banner Health18
- Teachers Federal Credit Union13
Top Industries Hiring
- Healthcare & Medical Services
- Insurance
What Employers Look For
The qualifications that appear most often in financial services representative jobs.
- Active Series 6, Series 7, or state insurance license required
- Experience in client-facing banking, brokerage, or insurance sales
- Proficiency with CRM software and client account management systems
- Strong knowledge of financial products including annuities, mutual funds, and insurance
- Bachelor's degree in finance, business, or a related field preferred
- FINRA registration or ability to obtain within a defined timeframe after hire
Tips for Your Financial Services Representative Job Search
List your licenses before soft skills
Recruiters scanning financial services representative resumes filter first on licensure. Put your Series 6, Series 7, Series 63, or state insurance licenses in a dedicated credentials line near the top, not buried in a separate section at the bottom.
Quantify client relationships and retention
Instead of writing that you managed a client book, state the number of accounts, the assets under management, or your retention rate. Financial services hiring managers evaluate candidates the same way they evaluate portfolios: by concrete numbers, not descriptions.
Target openings that match your license type
A Series 7 license opens different doors than a life and health insurance license. Filter your job search by the product type the role sells, whether that is securities, annuities, or property and casualty, so you're not applying to roles your credentials don't cover.
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 your credentials and apply directly to each listing without jumping between multiple sites.
Prepare a compliance-ready interview answer
Almost every financial services representative interview includes a scenario question about handling a client who wants a product that isn't suitable for them. Prepare a specific, structured answer that shows you know your suitability obligations, not just that you value the client relationship.
Negotiate your production bonus structure
Base pay in financial services representative roles is often a small share of total compensation. Before accepting an offer, ask for the full commission or bonus schedule in writing, including how chargebacks or clawbacks apply if a policy lapses or a client closes an account.
Financial Services Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial services representatives?
State Farm, World Finance, and Morgan Stanley are hiring the most financial services representatives right now, with openings concentrated in Texas, Florida, and Georgia, based on current listings on Migrate Mate as of September 2026. Demand is especially strong at large regional banks, national insurance carriers, and credit unions expanding their retail branch networks.
How many financial services representative jobs are remote?
About 78% of financial services representative openings are fully remote or hybrid as of September 2026, with remote work most common in insurance sales and telephone-based banking roles. Positions tied to branch locations, in-person client relationship management, or licensed securities sales are far more likely to require on-site work.
How do you become a financial services representative?
Start by earning a bachelor's degree in finance, business, or economics, though some employers hire candidates with relevant associate degrees or military backgrounds. You'll then need to pass the licensing exam your target role requires, such as the Series 6 or Series 63 for investment products, or a state insurance exam for life and health or property and casualty roles. Most employers provide study support and a window to pass your exam after hire.
Can you get hired as a financial services representative with little experience?
Yes, many banks, credit unions, and insurance agencies hire entry-level financial services representatives and sponsor the required licenses after hire. Your best angle is demonstrating customer service experience in any industry, comfort with sales conversations, and a clean background check, since most roles require one. Retail banking teller positions are a common on-ramp to more advanced financial services representative roles.
What does the financial services representative interview process look like?
Most financial services representative interview processes run two to three rounds. The first is typically a phone screen focused on your licensing status and sales background. A second in-person or video interview often includes behavioral questions about handling objections, managing difficult client situations, and explaining financial products in plain language. Some employers add a role-play scenario where you pitch a product or handle a compliance-sensitive client request.
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 employers across the United States. Search for roles that match your license type, location preference, and experience level, then apply directly to each listing. No third-party redirects, no middlemen.
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