Job Type
Date Posted
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Distance

Financial Services Sales Representative Jobs in Menlo Park, CA

271 Jobs

  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    $46k-$55k(Glassdoor est.)
    14 days ago 14d
    Job Summary: The Financial ServiceRepresentative II is expected to support growth and retention efforts by acquiring new relationships… compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 3.8
    Shaw Industries – Union City, CA
    NEW
    We are seeking a Spectra SalesRepresentative in the Union City, CA area. Our SalesRepresentatives get to work with a variety… Position Overview: A Spectra SalesRepresentative is responsible for daily sales calls on existing customers with emphasis…
  • 4.0
    Meriwest Credit Union – Sunnyvale, CA
    $65k-$78k(Glassdoor est.)
    5 days ago 5d
    Financial ServicesRepresentative II Sunnyvale Financial Center Position Summary Provides personalized service… products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets…
  • 3.3
    KeyPoint Credit Union – Milpitas, CA
    $47k-$57k(Glassdoor est.)
    16 days ago 16d
    The Financial ServiceRepresentative III is expected to support the overall sales, service and revenue goals of the Credit Union… that will assist in a successful transition. The Financial ServiceRepresentative III is expected to work in branches to improve…
  • 3.8
    Edward Jones – Palo Alto, CA
    8 days ago 8d
    completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United… that respects your independence and ambition. We value financial services experience If you have past experience as a stockbroker…
  • 5.0
    MassMutual Pacific – San Jose, CA
    EASY APPLY
    $39k-$69k(Glassdoor est.)
    NEW
    MassMutual offers comprehensive benefits* to qualifying Financial ServiceRepresentatives who hold a career contract: Health benefits… program * Eligibility applies to only those Financial ServicesRepresentatives who hold a full-time career contract (X4X) with…
  • 5.0
    MassMutual Pacific – Foster City, CA
    EASY APPLY
    NEW
    Securities products and services offered through registered representatives of MML Investors Services, LLC, Springfield, MA 01111-0001… opportunities to maximize your impact and your income through sales management, collaborative practices, agency partnerships and…
  • 3.2
    Check into Cash – Redwood City, CA
    $25k-$29k(Glassdoor est.)
    17 days ago 17d
    An Outstanding Customer Service Driven Attitude Financial Servicessales experience is a plus! Required Experience… Customer Service Representative Our company is looking for a Customer Service Representative. We are seeking a professional…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $65k-$78k(Glassdoor est.)
    9 days ago 9d
    Financial ServicesRepresentative II Monta Loma Financial Center Mountain View Position Summary Provides personalized… products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets…
  • 4.3
    First Tech Federal Credit Union – Palo Alto, CA
    8 days ago 8d
    years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred… Must have experience in Sales or Service, with emphasis on customer relations Inbound and/or outbound sales experience preferred…
  • 4.7
    360 Payment Solutions, Inc. – San Jose, CA
    EASY APPLY
    HOT
    based sales process and have instead been helping our clients implement business management systems and/or Point of Sales (POS)… www.youtube.com/watch?v=_H6u_O0QSnk Career Path in Sales at 360: All sales individuals start out as Payments Consultants (PC)…
  • 5.0
    MassMutual Pacific – San Jose, CA
    EASY APPLY
    8 days ago 8d
    we have resources & training available) Note: Financial ServicesRepresentatives are independent contractors and are not employees… The Paraplanner provides support to firm Financial SalesRepresentatives (FSRs) by performing case analysis tasks which enable…
  • 3.3
    TriNet Group – San Leandro, CA
    NEW
    The work environment characteristics described here are representative of those an employee encounters while performing the essential… contact a company manager, a company officer or a TriNet HR representative to request such an accommodation.…
  • 3.0
    KASCO – San Jose, CA
    $43k-$71k(Glassdoor est.)
    HOT
    customer's equipment. Maximize sales dollars of KASCO services customer calls by delivering/sale of KASCO products and full line… making sure the overall needs of each customer are met, and representing KASCO LLC. in a professional and experienced manner. ESSENTIAL…
  • 4.0
    Meriwest Credit Union – Milpitas, CA
    $65k-$78k(Glassdoor est.)
    24 days ago 24d
    Financial ServicesRepresentative II Milpitas Financial Center Position Summary Provides personalized service to… products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets…
  • 3.8
    Northwestern Mutual – San Jose, CA
    $19k-$50k(Glassdoor est.)
    NEW
    your hard work will directly relate to your sales results. Our financial representatives are compensated through commissions, bonuses… Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record…
  • 4.0
    Meriwest Credit Union – Mountain View, CA
    $65k-$78k(Glassdoor est.)
    5 days ago 5d
    products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets… services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.9
    Penn Mutual – Redwood City, CA
    10 days ago 10d
    other business reasons. Penn Mutual supports its field representatives with securities and investment advisory services offered… integrity College degree, or military equivalent preferred Sales or entrepreneurial experienced is preferred Qualified to…
  • 2.5
    NES Financial – San Jose, CA
    EASY APPLY
    10 days ago 10d
    INSIDE SALESREPRESENTATIVE Company Overview Founded in 2005, NES Financial is a leading Silicon Valley based Fund Administrator… in an inside sales capacity to achieve sales goals and objects. Responsible for lead generation and qualifying sales on a national…
  • 3.9
    Penn Mutual – Redwood City, CA
    10 days ago 10d
    other business reasons. Penn Mutual supports its field representatives with securities and investment advisory services offered… integrity College degree, or military equivalent preferred Sales or entrepreneurial experienced is preferred Qualified to…
  • 3.9
    Accrue Partners – Palo Alto, CA
    Today 4hr
    engagement and prompt resolution of issues  Support the Membership Sales Team, by greeting and providing personalized site tours for… Ability to achieve and surpass all personal and team retention and sales goals Perform all functions with the highest levels of integrity…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $65k-$78k(Glassdoor est.)
    NEW
    products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets… services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 2.9
    ADT Security Services – San Jose, CA
    $33k-$75k(Glassdoor est.)
    HOT
    exceeding branch sales budgets for both reoccurring (RMR) and installation security services (IR). This sales professional is an… integration. Collaborate with product and manufacturing representatives and operational counterparts. Expert in customer relationships…
  • 3.2
    FedEx Office and Print Services, Inc. – Menlo Park, CA
    $29k-$44k(Glassdoor est.)
    NEW
    Ordinance. General Duties and Responsibilities (This is a representative list of the general duties the position may be asked to… packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans…
  • 3.7
    Ritchie Bros. – Pleasanton, CA
    11 days ago 11d
    work culture like no other. #LI-Sales We’re looking for an Inside SalesRepresentative in Pleasanton, CA. What We Offer… addition to, financing and leasing through Ritchie Bros. Financial Services. Join a growing global company that offers endless…
  • 3.3
    KeyPoint Credit Union – Santa Clara, CA
    15 days ago 15d
    satisfaction scores. The representative participates in the Contact Center?s member engagement [sales] goals. S/he is expected… Job Summary: The Contact Center Representative II provides accurate and timely information to members through various service…
  • 3.0
    California Bank & Trust – Cupertino, CA
    $46k-$56k(Glassdoor est.)
    NEW
    well qualified, successful professional for a Financial ServiceRepresentative in Cupertino Park, CA. This is what it takes… takes to be a successful Financial ServiceRepresentative: Profiles existing and potential customers to determine banking…
  • 3.5
    Bank of America – Menlo Park, CA
    $41k-$57k(Glassdoor est.)
    10 days ago 10d
    Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six… Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer…
  • 3.5
    HSBC Holdings – Palo Alto, CA
    $32k-$41k(Glassdoor est.)
    NEW
    regulators. Minimum of one year’s proven customer service and/or sales experience or equivalent, including cash handling experience… business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active…
  • Menlo Park, CA
    Today 11hr
    Ordinance. General Duties and Responsibilities (This is a representative list of the general duties the position may be asked to… packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans…
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