Top 4624 member services representative Jobs in carson, ca

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
Thrivent —Redondo Beach, CA
- $75,000 - $80,000 a year
- Background check
- Research
- Mid-level
Quick Apply
9d
ICMS Case Manager
LINC HOUSING CORPORATION —Wilmington, CA
- $23.69 - $27.87 an hour
- Weekends as needed
- Microsoft Word
- Background check
- Writing skills
- Disability insurance
- Health insurance
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Sales Home Improvement - In Home Sales
Greencal Construction, Inc. —Bellflower, CA
- $100,000 - $200,000 a year
- Full-time
- Hybrid work
- Communication skills
- Entry level
- Flexible schedule
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Member Service Representative
Champion Health Plan/ Champion Payer Solutions —Long Beach, CA
- From $22 an hour
- Weekends as needed
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
ICMS Case Manager
LINC HOUSING CORPORATION —Los Angeles, CA
- $23.69 - $27.87 an hour
- Weekends as needed
- Microsoft Word
- Background check
- Working with individuals with disabilities
- Disability insurance
- Health insurance
Quick Apply
Customer Service Representative
Mainfreight Inc —Carson, CA
- $50,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Continuous improvement
- Paid training
- Health insurance
Quick Apply
9d
Customer Outreach Representative
Pacific Communications —Carson, CA
- $3,800 - $4,200 a month
- Full-time
- Background check
- In-person
- Communication skills
Quick Apply
3d
Seasonal Conversions Specialist (Remote)
Lakeshore Learning Materials, LLC —Carson, CA
- $19.48 - $22.00 an hour
- Full-time
- Remote
- US work authorization
- Classroom experience
- Communication skills
- Employee discount
Quick Apply
Warehouse CSR
SPEEDLINE WAREHOUSE INC. —Carson, CA
- $24 - $26 an hour
- Full-time
- Writing skills
- Analysis skills
- Typing
- Health insurance
- Dental insurance
Quick Apply
7d
Scheduling Representative
Torrance Memorial Medical Center —Torrance, CA
- $24.00 - $32.46 an hour
- Weekends as needed
- Mid-level
- Office
- Operating room
Quick Apply
Customer Service Representative
PLS —Wilmington, CA
- $17.87 - $19.20 an hour
- Weekends as needed
- Ability to sit for extended periods
- Fair chance
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Part Time Bilingual Sales Associate
ACE Cash Express —Carson, CA
- $17.87 - $18.00 an hour
- Part-time
- Spanish
- Basic math
- High school diploma or GED
- Flexible schedule
Quick Apply
Server
Dave & Buster's —Torrance, CA
- $16.90 an hour
- Part-time
- 18 years or older
- Casual dining restaurant
- Sales
- Health insurance
- Dental insurance
Seasonal Data Entry Specialist (On-site)
Lakeshore Learning Materials, LLC —Carson, CA
- $18.05 - $20.00 an hour
- Full-time
- US work authorization
- Typing
- In-person
- Employee discount
Quick Apply
Customer Service Representative
U-Haul —Torrance, CA
- $16.50 - $18.50 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
Office Assistant Part-Time
The Moving Guys LLC —Rncho Domingz, CA
- $18 - $23 an hour
- Part-time
- Writing skills
- English
- Office
Quick Apply
Floral Sales Representative
Conroy's Flowers —Torrance, CA
- $18 - $22 an hour
- Part-time
- In-person
- Ability to stand for extended periods
- Communication skills
Quick Apply
2d
Customer Service Order Desk
Bristol Management Services —Gardena, CA
- $22 - $26 an hour
- Weekends as needed
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Service Support - Busser
Dave & Buster's —Torrance, CA
- $16.00 - $16.90 an hour
- Part-time
- Bar
- Casual dining restaurant
- 16+ years old
- Health insurance
- Dental insurance
Customer Service Representative (Part-time) - Republic Master Chefs
American Textile Maintenance Co INC —Long Beach, CA
- $20 an hour
- Part-time
- Writing skills
- Experience equivalent to degree accepted
- Associate's degree
Quick Apply

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Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA

Thrivent -
Redondo Beach, CA

Quick Apply

Job Details

$75,000 - $80,000 a year
9 days ago

Qualifications

Customer communication
Confidential information handling
Research
Series 7
Financial product expertise
Life & Health Insurance License
Relationship building in financial sales
Practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives. We are growing and adding an Associate Financial Advisor to our team.

In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth.

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including:

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by South Bay Wealth Advisors.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Motivated Self-Starter
Analytical thinker
Customer Service Focused
Clear and professional communication
Strong attention to detail and follow through

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Required
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
2+ years of experience in Financial Services as a licensed Advisor
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
Previous administrative/secretarial experience desired

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

$75,000 - $80,000 annual salary with opportunity for bonus or commission
Monthly stipend for health benefits

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

member services representative jobs in carson, ca

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA

ICMS Case Manager

Sales Home Improvement - In Home Sales

Member Service Representative

ICMS Case Manager

Customer Service Representative

Customer Outreach Representative

Seasonal Conversions Specialist (Remote)

Warehouse CSR

Scheduling Representative

Customer Service Representative

Part Time Bilingual Sales Associate

Server

Seasonal Data Entry Specialist (On-site)

Customer Service Representative

Office Assistant Part-Time

Floral Sales Representative

Customer Service Order Desk

Service Support - Busser

Customer Service Representative (Part-time) - Republic Master Chefs

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