Financial Services Sales Representative Jobs in Menlo Park, CA | Glassdoor

Financial Services Sales Representative Jobs in Menlo Park, CA

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  • 3.8
    Fidelity Investments – Sunnyvale, CA
    1 days ago 16hr
    tools in the industry. Join Fidelity as a Financial Representative; your career in financial planning starts here! The Expertise… a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant…
  • 3.2
    Patelco Credit Union – Campbell, CA
    1 days ago 17hr
    origination systems for all loans assigned. Make presentations and represent Patelco Credit Union at functions as directed. Recognize… products to potential referral sources such as realtors and financial planners in the community. Meets with members to discuss…
  • 3.7
    Informatica – Redwood City, CA
    Est. Salary $79k-$147k
    Today 2hr
    market Sales Enablement By communicating the value proposition of the products to the sales teams and developing the sales tools… with product management, sales, engineering, and alliances teams to drive key initiatives to enable sales, demand generation, and…
  • 4.1
    Kanler – Menlo Park, CA
    EASY APPLY
    Est. Salary $86k-$156k
    27 days ago 27d
    etc. Meeting sales goals will lead to commission, which is on top of the base salary figure. Since this is a sales position, the… mind. Our Clients have busy lives and want a company that represents their interests throughout the construction process and delivers…
  • 3.5
    New York Life Insurance Company – San Jose, CA
    30+ days ago 30d+
    We have a full-time opening for a Financial Sale Representative. Must be able to work various shifts per week. No experience…
  • 3.9
    R2Integrated – Campbell, CA
    1 days ago 18hr
    , edit and sell work to clients Financial Management: Track and update the account financials which include forecast management… and upwards where appropriate. This is the central role in representing the team and clients to the internal departments, establishing…
  • 2.8
    Bank of America Merchant Services – Redwood City, CA
    18 days ago 18d
    Business Consultant-Small Business Clients is an outside sales representative that is responsible for developing new merchant processing… Experience selling Merchant, Bankcard or Financial Services. Outstanding sales, business development and negotiation skills…
  • 3.7
    Paycom – Sunnyvale, CA
    7 days ago 7d
    Day Job Category Sales Description Position Overview Outside B2B Sales Representatives for Paycom call on mid-market… compelling business case and financial model included in the quote. Ask for the sale. They ask for the sale, overcome objections and…
  • 4.2
    Couchbase – Mountain View, CA
    Est. Salary $79k-$111k
    1 days ago 15hr
    on financial and operational areas. In addition, you will also manage sales compensation and incentive payments for Sales Operations… Operations team and sales representatives by partnering with our leadership team. You should be able to handle escalations. Qualifications…
  • 3.3
    First Tech Federal Credit Union – Palo Alto, CA
    19 days ago 19d
    dynamic work environment? We are looking for a Financial Solutions Representative to join our Palo Alto Branch. This role will be… Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic…
  • 2.8
    Bank of America Merchant Services – Palo Alto, CA
    Est. Salary $36k-$57k
    18 days ago 18d
    Business Consultant-Small Business Clients is an outside sales representative that is responsible for developing new merchant processing… Experience selling Merchant, Bankcard or Financial Services. Outstanding sales, business development and negotiation skills…
  • 4.2
    IXL Learning – San Mateo, CA
    Est. Salary $53k-$74k
    20 days ago 20d
    customers and sales team in a timely manner relating to billing issues, account research, and collections matters Represent the AR/… reporting, and process improvement initiatives Ensure company financial policies and requirements are observed and work to drive strong…
  • 1.9
    Pharmacyclics – Sunnyvale, CA
    24 days ago 24d
    the Regional Sales Director, the Division Sales Manager will manage, coach and lead a team of sales representatives to grow and… develop, coach and oversee the work of sales representatives Continuously monitor field sales activities and regularly visit and…
  • 3.8
    Skyline Construction – Santa Clara, CA
    Est. Salary $68k-$115k
    10 days ago 10d
    to attend networking events and industry functions as a representative of the firm. Responsibilities: Prepare bids, budgets… project closeout Manage all aspects of project accounting, financial projections and reporting, and AR collections Qualifications…
  • 4.3
    Coupa Software – San Mateo, CA
    Est. Salary $101k-$186k
    22 days ago 22d
    is a plus as is any experience with financial accounting, customer management, and sales force automation software. Previous… management platform that connects hundreds of organizations representing the Americas, EMEA, and APAC with millions of suppliers globally…
  • 3.3
    SolarCity – Foster City, CA
    15 days ago 15d
    professionalism to represent a product that is truly changing the world. Responsibilities • Participate in full life cycle sales and lead… analysis of customer’s current and projected electrical usage and financial ROI • Generate project proposals and quotes for customers…
  • 3.2
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $35k-$48k
    17 days ago 17d
    Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring… compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 3.5
    HP Inc. – Palo Alto, CA
    1 days ago 23hr
    Significant percentage of time spent directly with customer representatives at all levels Minimal direct time with customer's technical… interact, and inspire like never before. We leverage our strong financial position to extend our leadership in traditional markets and…
  • 4.3
    Symmetry Financial Group – San Jose, CA
    EASY APPLY
    13 days ago 13d
    advanced training seminars and events Requirements: Sales Representatives are expected to uphold Symmetry's Core Value System,… the products available Symmetry Financial Group About Symmetry Financial Group: Symmetry Financial Group was established with the…
  • Shana Nelson - State Farm Agent – Palo Alto, CA
    Today 6hr
    professional to join their winning team for the role of Marketing Representative - State Farm Agent Team Member (Property and Casualty Insurance… effectively relate to a customer Ability to explain complex financial issues in understandable terms Property & Casualty license…
  • 3.0
    Home Care Assistance – Palo Alto, CA
    Est. Salary $42k-$69k
    Today 8hr
    communication with our clients for assured high quality services, represent our local office at community events, uphold our company values… on an excellent management career path -- with outstanding financial benefits. Our ideal candidate has had experience in some kind…
  • 3.2
    Hewlett Packard Enterprise – Palo Alto, CA
    Est. Salary $82k-$115k
    22 days ago 22d
    Responsibilities: · Provides the most complex financial analysis for a financial function or a business, typically exercising a… development initiatives that impact the function globally. · Represents the business unit during cross-regional or cross functional…
  • 4.0
    Penn Mutual – Redwood City, CA
    8 days ago 8d
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… other business reasons. Penn Mutual supports its field representatives with securities and investment advisory services offered…
  • 3.7
    Infor – Redwood City, CA
    Today 2hr
    Prior sales experience representing Revenue Management (Pricing, International Billing, Reporting and Analytics), financial ERP… new account executive for our financial services applications representing banking and financial services software applications…
  • 4.1
    Veracyte – South San Francisco, CA
    Est. Salary $45k-$67k
    11 days ago 11d
    building positive relationships with patients, doctors, sales representatives and your peers. You aspire to influence continuous improvement… providing our product to those who cannot afford it through a financial assistance program. Veracyte seeks the best employees and…
  • 3.2
    Patelco Credit Union – San Leandro, CA
    Est. Salary $30k-$39k
    12 days ago 12d
    equivalent required Two to three years prior member service representative experience Prior customer service experience Skills… the credit union’s mission, vision, and values. Leverages financial expertise to identify member needs and recommend appropriate…
  • 4.0
    Penn Mutual – Redwood City, CA
    8 days ago 8d
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… other business reasons. Penn Mutual supports its field representatives with securities and investment advisory services offered…
  • 4.0
    American Century Investments® – Mountain View, CA
    Est. Salary $54k-$92k
    Today 1hr
    combination of education and professional work experience Financial Sales and Service experience required PC skills, including… variety of investor requests including account establishment, financial transactions, problem solving and research. This individual…
  • 3.7
    Edward Jones – Menlo Park, CA
    7 days ago 7d
    investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker… banking, insurance and sales. If you've held a job as an account manager, territory manager, sales manager, sales director, wholesaler…
  • 4.5
    Facebook – Menlo Park, CA
    Est. Salary $74k-$108k
    6 days ago 6d
    field 4+ years of work experience required in Sales Finance, Sales Analytics, Sales Operations, and/or Strategy consulting Demonstrated… detail-oriented Sales Operations Associate who can partner effectively with partnerships leadership. The role will be part of the Sales Planning…
  • 4.5
    Facebook – Menlo Park, CA
    Est. Salary $93k-$140k
    5 days ago 5d
    North American Collections team into Facebook Finance, Sales, and Sales Support teams. You will be tasked with driving and maintaining… Collection Manager will be a best-in-class professional representing Facebook and will develop relationships with numerous Facebook…
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