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Financial Representative Jobs in Westerville, OH (466)

Entry Level Financial Representative - Insurance Sales

Bankers Life
Columbus, OH

Financial Services Representative (Personal Banker) Clintonville

CME Federal Credit Union
Columbus, OH
Diversity Leader
Icon: salary
$19 - $20 / hour

Financial Services Representative (Personal Banker)-Downtown

CME Federal Credit Union
Columbus, OH
Diversity Leader
Icon: salary
$19 - $20 / hour

Merrill Experienced Financial Advisor

Bank of America
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year

Merrill Financial Solutions Advisor - Buckeye & Associates Market

Bank of America
Powell, OH
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year

Oracle Cloud Financial Consultant

Accenture
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Wealth Management Client Associate

Bank of America
Columbus, OH
Diversity Leader
Eco-Friendly
‌

Personal Banker Associate I

Fifth Third Bank
Columbus, OH
‌

Licensed Agent Insurance Representative

Bankers Life
Columbus, OH
‌

Delivery Engineer (Sr Business Analyst) Remote

Broadridge Financial Solutions
🌎 Remote
Icon: salary
$75k / year
‌

Relationship Banker

Telhio Credit Union
Columbus, OH
Dental Insurance
Education
‌

Customer Service Representative

First Federal Bank
Hilliard, OH
‌

Major Accounts District Manager UpMarket

ADP
Westerville, OH
Education
‌

Campus Security Officer

Otterbein University
Westerville, OH
Dental Insurance
Vision Insurance
Icon: salary
$19 / hour
‌

Fire Alarm Technician Trainee

EMCOR
Westerville, OH
Part-Time
Flexible Schedule
‌

Personal Banker (Member Service Representative 3)

BMI Federal Credit Union
Westerville, OH
Part-Time
Hourly
Diversity Leader
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$18 - $22 / hour
‌

Delivery Driver / Shop Associate

EMCOR
Westerville, OH
Driver
‌

Delivery Driver / Shop Associate

Emcor Inc
Westerville, OH
New
Driver
‌

Regional Club Manager

Planet Fitness
Westerville, OH
Hospitality
‌

Fire Alarm Installation Technician

EMCOR
Westerville, OH
Part-Time
Flexible Schedule
‌

Fire & Security Systems Sales Representative

EMCOR
Westerville, OH
‌

Client Financial Services Representative

Burrell Behavioral Health
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌

Patient Financial Services Representative

Fairview Health Services
🌎 Remote
Remote
Hourly
403(b)
PTO
Dental Insurance
Vision Insurance
Icon: salary
$21 / hour
‌

Financial Representative

Modern Woodmen of America
Columbus, Ohio
Dental Insurance
Vision Insurance
Icon: salary
$46 / hour
‌

Financial Representative

The Western and Southern Life Insurance Company
Columbus, Ohio
Dental Insurance
‌

Associate Financial Representative

Modern Woodmen of America
Columbus, Ohio
Dental Insurance
Vision Insurance
Icon: salary
$46 / hour
‌

Financial Customer Service Representative

Tailored Management
Columbus, Ohio
Hourly
Health Insurance
Dental Insurance
Icon: salary
$19.17 / hour
‌

Executive Assistant

Columbus, Ohio
‌

Logistics Account Executive

Total Quality Logistics
Columbus, Ohio
Entry-Level
‌

Trust, Estates and Probate Attorney

GPAC
Columbus, OH
‌

Financial Services Representative

Randstad Enterprise
🌎 Remote
Remote
‌

Financial Planner

GPAC
Columbus, OH

Job Description

Working as a Financial Representative in Westerville, OH

There are 466 Financial Representative opportunities available in Westerville, OH all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near Westerville, OH

  • Columbus, OH
  • Dublin, OH
  • Grove City, OH

Financial Representatives in Westerville, OH Resume Data

Average Experience for Financial Representatives in Westerville, OH

  • More than 10 years: 52%
  • 6-10 years: 35%
  • 3-5 years: 12%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Westerville, OH

  • Diploma: 48%
  • Bachelors: 29%
  • Associates: 14%
  • Masters: 8%
  • Doctorate: 1%

Top Skill for Financial Representatives in Westerville, OH

  • Customer focus & orientation: 23%
  • Customer service: 12%
  • Work style: Reliability: 11%
  • Call center customer service: 11%
  • Attention to detail: 10%
  • Sales skills: 8%
  • Verbal communication: 8%
  • Administrative assistant/receptionist: 7%
  • Scheduling: 6%
  • Data entry: Accuracy: 4%

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    Financial Representative jobs near Westerville, OH

    • Newark, OH
    • Hilliard, OH
    • Marion, OH
    • Lancaster, OH
    • Reynoldsburg, OH
    • Groveport, OH
    • Marysville, OH
    • Pickerington, OH
    • Delaware, OH
    • New Albany, OH
    • Hebron, OH
    • Powell, OH
    • London, OH
    • Sunbury, OH
    • Pataskala, OH
    • Lewis Center, OH