Financial Services Representative Jobs in Virginia
Financial services representative jobs in Virginia are among the most active in the Mid-Atlantic region, concentrated in banking, insurance, wealth management, and credit unions serving both federal contractor employees and civilian households. The heaviest hiring is in Northern Virginia, Richmond, and Virginia Beach, where established employers such as Capital One, Navy Federal Credit Union, and Fidelity Investments maintain large operations. The most in-demand specialties include retirement planning, insurance sales, and personal banking, with openings ranging from entry-level branch roles to senior relationship management positions. See the openings below and apply to the ones that match your experience.
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Showing 5 of 13+ 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.
See All 13 Financial Services Representative Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Financial Services Representative Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
What Virginia Employers Look For
The qualifications that appear most often in financial services representative jobs across Virginia.
- Active FINRA Series 6 or Series 7 license recognized for Virginia practice
- Virginia resident or nonresident insurance producer license for relevant lines
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience meeting sales goals or managing a client book
- Proficiency with CRM platforms and financial planning or banking software
- Strong verbal communication skills for in-person and phone client interactions
Financial Services Representative Jobs in Virginia: Frequently Asked Questions
How do you become a financial services representative in Virginia?
Most Virginia employers require a combination of education and licensure before hiring. A bachelor's degree in finance, business, or economics is the standard educational baseline. On the securities side, candidates must pass FINRA-administered exams such as the Series 6 or Series 7, which require employer sponsorship. For roles involving insurance products, candidates must obtain a Virginia insurance producer license through the State Corporation Commission's Bureau of Insurance, which involves pre-licensing education and a state exam.
Which companies hire financial services representatives in Virginia?
Virginia financial services representative roles are posted by Carter Bank, State Farm, and Inova Health System and others right now, based on current listings on Migrate Mate as of November 2026. Virginia's dense mix of federal credit unions, regional banks, insurance carriers, and independent advisory firms means openings appear across a wide range of employer sizes and business models.
Which Virginia cities have the most financial services representative jobs?
Charlottesville, South Boston, and Virginia have the most financial services representative openings in Virginia. Northern Virginia's proximity to federal agencies and a large contractor workforce drives strong demand for retirement and benefits-focused roles, while Richmond anchors Virginia's banking and insurance headquarters market, and Virginia Beach reflects steady consumer financial services demand tied to its large military and civilian population.
Are there remote financial services representative jobs in Virginia?
Yes, though they represent a smaller share of openings than in purely analytical or back-office finance roles, since client-facing and sales responsibilities often require in-person presence. About 100% of financial services representative openings tied to Virginia are remote or hybrid as of November 2026, reflecting employer variation in how they structure client contact. Back-office support, telephone-based service, and insurance underwriting coordination are the sub-functions most frequently offered remotely.
How can I get hired as a financial services representative in Virginia with little or no experience?
The most realistic entry path is a bank branch associate or customer service representative role, which large Virginia retail banks and credit unions use as a pipeline for licensed financial services staff. Navy Federal Credit Union, Capital One, and regional institutions like Atlantic Union Bank run structured onboarding programs that include sponsorship for FINRA licensing exams. Candidates who arrive with a Virginia insurance producer license or have completed FINRA exam prep independently stand out in competitive applicant pools and can move into sales or advisory tracks faster.
Where can I find and apply to financial services representative jobs in Virginia?
You can find and apply to financial services representative jobs in Virginia on Migrate Mate, which lists current Virginia openings across banking, insurance, wealth management, and credit unions. Search the listings, find the roles that fit your background and credentials, and apply directly to the ones that match.
See All 13 Financial Services Representative Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
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