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 5 of 527+ Financial Services Representative jobs
Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager. May perform additional duties as assigned.
Additional Requirements
Certification - Not requiredLicensure - Not requiredExperience - 3 years of Experience in revenue cycle, finance, customer service or data analyticsEducation - Associate Degree or an additional three years of experience appropriate to the position under consideration.
Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager. May perform additional duties as assigned.
Additional Requirements
Certification - Not requiredLicensure - Not requiredExperience - 3 years of Experience in revenue cycle, finance, customer service or data analyticsEducation - Associate Degree or an additional three years of experience appropriate to the position under consideration.
Financial Services Representative Jobs by Experience Level
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Find JobsFinancial Services Representative Job Market
Who's Hiring
- State Farm164
- World Finance119
- Banner Health18
- Teachers Federal Credit Union13
- Morgan Stanley10
Top Industries Hiring
- Insurance16
- Healthcare & Medical Services12
- Education1
- Science & Research1
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 Banner Health are hiring the most financial services representatives right now, with openings concentrated in Texas, New York, and Arizona, based on current listings on Migrate Mate as of November 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 72% of financial services representative openings are fully remote or hybrid as of November 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.
See All 527+ Financial Services Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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