IRA Services Representative jobs in Fort Myers, FL

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Financial Services Representative - 9583 N. Tamiami #103
  • Momentum Financial Services Group
  • Naples, FL FULL_TIME
  • Company Description

    Are you a dynamic and driven sales professional?

    If so, Momentum Financial Services Group wants you to join our team. 

    As a Financial Services Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.

    What we offer:

    • Market competitive hourly pay rates
    • Earn a percentage of the store’s profits for exceeding company targets

    Other benefits include:

    • Comprehensive medical/dental benefits
    • Paid Time Off
    • 401K with company match
    • Tuition assistance
    • Career development

    Job Description

    During a typical day, you will:

    • Deliver results on store profitability goals
    • Provide a quality customer sales experience through efficient execution of all customer transactions
    • Determine customers' needs and provide them with solutions that satisfy those needs
    • Handle cash and accurately enter transactions into the system
    • Contact customers over the phone with past due balances and negotiate payment terms and schedules
    • Complete all documentation accurately
    • Follow safety, security, and compliance requirements

    Qualifications

    Successful candidates will:

    • Be sales driven
    • Have a minimum of one year of financial services and or sales experience
    • Have a passion for customer service
    • Have previous cash-handling experience
    • Have a high school diploma or equivalent

    Additional Information

    About us:

    • Momentum Financial Services Group is a top financial services provider in North America
    • Over 400 retail locations
    • We offer access to cash and related financial products to help customers achieve their financial goals
    • We operate retail locations in local communities and cities across the United States as Money Mart® and The Check Cashing Store®

    We value:

    • Employees who are committed to continuously improving their performance and achieving new levels of success
    • Recognizing our employees for their achievements and developing them to be future leaders
    • Diversity is an essential element for the success of our business
    • Giving back to our local communities through annual contributions to charities and non-profit organizations

    Next Steps:

    • Apply now to be considered for this opportunity!
  • 15 Days Ago

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Financial Services Representative
  • Fidelity Investments
  • Naples, FL FULL_TIME
  • Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then joi...
  • 20 Days Ago

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Patient Services Representative
  • ASPEN DENTAL MANAGEMENT, INC.
  • Arcadia, FL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 21 Days Ago

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Client Services Representative - Veterinary
  • Fetch Specialty & Emergency Veterinary Centers
  • Springs, FL FULL_TIME
  • Fetch Veterinary Specialty & Emergency Centers is seeking an energetic, customer oriented representative for our Bonita Springs location. Fetch of Southwest Florida is looking for experienced, talente...
  • 23 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Fort Myers, FL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • Just Posted

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Phlebotomist / Patient Services Representative
  • Healthcare Network
  • Immokalee, FL FULL_TIME
  • Healthcare Network (HCN) is a Federally Qualified Health Center (FQHC) serving as the medical home for patients from birth to geriatric. We provide quality medical, dental and behavioral health servic...
  • Just Posted

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0 IRA Services Representative jobs found in Fort Myers, FL area

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Customer Service Representative
  • Express Employment Professionals
  • Fort Myers, FL
  • Job Description Job Description Express Employment Professionals of Fort Myers is teaming up with a leading provider of ...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • Lincare Holdings
  • Naples, FL
  • Job Description work directly with medical professionals and physicians to facilitate patient care advocate for and work...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • WM Intellectual Property Holdings, L.L.C.
  • Fort Myers, FL
  • Job Description Equal Opportunity Employer: Minority/Female/Disability/Veteran Pay rate: $18 What is the Value of a WM J...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Lincare Holdings
  • Fort Myers, FL
  • Job Description work directly with medical professionals and physicians to facilitate patient care advocate for and work...
  • 3/26/2024 12:00:00 AM

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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Port Charlotte, FL
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 3/26/2024 12:00:00 AM

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Showroom Receptionist/Customer Service Rep
  • The Furniture Warehouse
  • Port Charlotte, FL
  • Job Description Job Description The Furniture Warehouse, a top 100 Independent Furniture Retailer in the country, is see...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Beyond Finance
  • Fort Myers, FL
  • [Call Center / Fully Remote] - Anywhere in U.S. / Competitive pay / Health, dental, and vision / PTO / 401k matching / C...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Beyond Finance
  • Bonita Springs, FL
  • [Call Center / Fully Remote] - Anywhere in U.S. / Competitive pay / Health, dental, and vision / PTO / 401k matching / C...
  • 3/24/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$37,211 to $45,273
Fort Myers, Florida area prices
were up 1.5% from a year ago