Financial Services Representative Jobs in Michigan
Financial Services Representative jobs in Michigan are steadily active, with demand concentrated in banking, insurance, wealth management, and credit unions serving both retail and commercial clients at entry through senior advisory levels. Detroit, Grand Rapids, and Ann Arbor anchor most of the hiring, with long-standing employers like Flagstar Bank, Ally Financial, and Blue Cross Blue Shield of Michigan regularly filling these roles. The most in-demand specialties are retirement planning, consumer lending, and insurance product sales. See the openings below and apply to the ones that match your experience.
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Showing 5 of 19+ Financial Services Representative jobs
Job Summary:
We are seeking a detail-oriented and compassionate Patient Financial Services Specialist to join our team. In this role, you will support patients by helping them understand and access financial assistance options, including internal programs, Medicaid, and Marketplace coverage. This position plays a key role in ensuring patients receive the guidance they need to manage healthcare costs with confidence.
Key Responsibilities:
- Assist patients with financial assistance programs, including:
- Explaining Sliding Fee Discount program eligibility, documentation, and renewal requirements
- Communicating application status, patient responsibility, and renewal reminders
- Accurately entering and maintaining application data in the Practice Management system
- Support Medicaid and Marketplace enrollment by:
- Counseling patients on eligibility requirements
- Scheduling and assisting with enrollment appointments
- Manage incoming calls and voicemails by:
- Collecting payments or setting up budget plans
- Answering questions related to billing, insurance, balances, and application status
- Monitor and respond to the Patient Financial Services email inbox
- Review submitted documents and applications
- Follow up with patients as needed
- Handle department correspondence and returned mail
- Route insurance correspondence appropriately
- Update patient addresses when necessary
- Prepare and send Good Faith Estimate letters
- Review upcoming appointments
- Collaborate with coding and clinical teams to estimate services
- Provide patients with accurate cost estimates
Qualifications:
- High school diploma or equivalent required
- Strong communication, organization, and customer service skills
- Basic computer, math, and data entry skills
- Ability to explain complex information in a clear and supportive manner
- Ability to handle sensitive situations with professionalism and tact
Preferred/Required Certification:
- Certified Application Counselor (CAC)
- Required within the first year of employment
- Must be maintained annually
What We Offer:
- Competitive pay based on experience
- Up to 3 weeks of PTO in your first year
- No nights or weekends
Benefits Include:
- Medical, dental, and vision insurance
- Life and disability insurance
- 401(k) with employer match
- 8 paid holidays
- Employee wellness program focused on physical, mental, and financial well-being
GH26
Job Summary:
We are seeking a detail-oriented and compassionate Patient Financial Services Specialist to join our team. In this role, you will support patients by helping them understand and access financial assistance options, including internal programs, Medicaid, and Marketplace coverage. This position plays a key role in ensuring patients receive the guidance they need to manage healthcare costs with confidence.
Key Responsibilities:
- Assist patients with financial assistance programs, including:
- Explaining Sliding Fee Discount program eligibility, documentation, and renewal requirements
- Communicating application status, patient responsibility, and renewal reminders
- Accurately entering and maintaining application data in the Practice Management system
- Support Medicaid and Marketplace enrollment by:
- Counseling patients on eligibility requirements
- Scheduling and assisting with enrollment appointments
- Manage incoming calls and voicemails by:
- Collecting payments or setting up budget plans
- Answering questions related to billing, insurance, balances, and application status
- Monitor and respond to the Patient Financial Services email inbox
- Review submitted documents and applications
- Follow up with patients as needed
- Handle department correspondence and returned mail
- Route insurance correspondence appropriately
- Update patient addresses when necessary
- Prepare and send Good Faith Estimate letters
- Review upcoming appointments
- Collaborate with coding and clinical teams to estimate services
- Provide patients with accurate cost estimates
Qualifications:
- High school diploma or equivalent required
- Strong communication, organization, and customer service skills
- Basic computer, math, and data entry skills
- Ability to explain complex information in a clear and supportive manner
- Ability to handle sensitive situations with professionalism and tact
Preferred/Required Certification:
- Certified Application Counselor (CAC)
- Required within the first year of employment
- Must be maintained annually
What We Offer:
- Competitive pay based on experience
- Up to 3 weeks of PTO in your first year
- No nights or weekends
Benefits Include:
- Medical, dental, and vision insurance
- Life and disability insurance
- 401(k) with employer match
- 8 paid holidays
- Employee wellness program focused on physical, mental, and financial well-being
GH26
See All 19 Financial Services Representative Jobs in Michigan
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Find JobsFinancial Services Representative Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Financial Services Representative Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
What Michigan Employers Look For
The qualifications that appear most often in financial services representative jobs across Michigan.
- Active Michigan-issued insurance producer license or FINRA Series 6 or 7 registration
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience in customer-facing financial product sales or service
- Proficiency with CRM platforms and financial services software such as Salesforce or Fiserv
- Strong understanding of retail banking, investment, or insurance products and compliance standards
- Ability to meet state-regulated continuing education requirements for licensed Michigan representatives
Financial Services Representative Jobs in Michigan: Frequently Asked Questions
How do you become a financial services representative in Michigan?
Most Michigan financial services representative roles require either a state-issued insurance producer license through the Michigan Department of Insurance and Financial Services or a FINRA securities registration such as a Series 6 or Series 7, depending on the products you'll sell. A bachelor's degree in finance, business, or a related field is the standard education baseline. Some positions are open to candidates who earn their license or registration while onboarding, particularly at larger Michigan banks and credit unions.
Which companies hire financial services representatives in Michigan?
Employers hiring financial services representatives in Michigan right now include Michigan First Credit Union, State Farm, and Fidelity Investments, based on current listings on Migrate Mate as of September 2026. Michigan's mix of major bank headquarters, regional credit unions, and large insurance carriers creates consistent demand for this role across the state.
Which Michigan cities have the most financial services representative jobs?
Grand Rapids, Novi, and Troy have the most financial services representative openings in Michigan. Detroit leads because of its concentration of bank headquarters, insurance carriers, and wealth management firms, while Grand Rapids draws volume from regional credit unions and independent financial services firms, and Ann Arbor adds demand through its dense professional and university-affiliated workforce.
Are there remote financial services representative jobs in Michigan?
Yes, but they're less common than in purely analytical roles because many financial services representative positions involve branch-based client meetings, compliance oversight, or licensed product sales that require in-person interaction. About 100% of financial services representative openings tied to Michigan are remote or hybrid as of September 2026, with the most remote-eligible work found in insurance sales support, inbound financial counseling, and back-office service roles.
How can I get hired as a financial services representative in Michigan with little or no experience?
The most realistic entry path is through a bank teller, member service representative, or customer service associate role at a Michigan credit union or community bank, then moving into a financial services representative position internally. Large Michigan employers like Flagstar Bank and DFCU Financial offer associate development programs that build licensed sales skills from the ground up. Earning a Michigan insurance producer license or a FINRA Series 6 before applying significantly improves your candidacy even without direct experience.
Where can I find and apply to financial services representative jobs in Michigan?
You can find and apply to financial services representative jobs in Michigan on Migrate Mate, which lists current Michigan openings across banking, insurance, and wealth management. Search the listings to find roles that fit your experience level and credentials, then apply directly to the ones that match.
See All 19 Financial Services Representative Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
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