Top 246 Insurance advisor Jobs in Orange, Ca

Service Delivery Representative II
SchoolsFirst FCU —Tustin, CA
- $22.33 - $32.38 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
11d
Call Center Service Representative (Phone Banker)
Orange County's Federal Credit Union —Santa Ana, CA
- $20 - $27 an hour
- Full-time
- Microsoft Outlook
- Basic math
- Entry level
- Paid holidays
- Life insurance
Quick Apply
6d
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Service Delivery Representative III
SchoolsFirst FCU —Tustin, CA
- $24.56 - $35.62 an hour
- Part-time
- Research
- Mid-level
- Office
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Orange, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
2d
Entry-Level Financial Advisor
True Path Financial —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor (Commission-based)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Service Business Development Center (BDC) Representative
Capistrano Valley Toyota —San Juan Capistrano, CA
- $3,350 - $4,800 a month
- Full-time
- Bilingual
- Background check
- Dealership
- Wellness program
- Paid holidays
Quick Apply
2d
Financial Advisor- Training Provided
True Path Financial —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Preplanning Advisor
Envision Strategic Partners —Laguna Hills, CA
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- In-person
- Reliable transportation
- Flexible schedule
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Montebello, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- Driver's License
- Criminal background check
- Flexible schedule
Quick Apply
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Wealth Management Associate
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Aflac Benefits Advisor
Aflac —Long Beach, CA
- Full-time
- Background check
- 18 years or older
- Sales
- Health insurance
- Paid time off
Quick Apply

I want to receive the latest job alert for insurance advisor in orange, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

insurance advisor jobs near orange, ca

Financial Advisor jobs in Huntington Beach, CA

Financial Advisor jobs in Irvine, CA

Customer Service Representative jobs in Orange, CA

Financial Advisor jobs in Jacksonville, FL

Financial Advisor jobs in Ocala, FL

Academic Advisor jobs in West Palm Beach, FL

Level Up Financial jobs in Remote

Financial Advisor jobs in Phoenix, AZ

Financial Advisor jobs in Wyoming

Financial Advisor jobs in Greenville, SC

Academic Advisor jobs in Detroit, MI

Entry Level Financial Advisor jobs in Chicago, IL

Entry Level Financial Advisor jobs in Cleveland, OH

Entry Level Financial Advisor jobs in Camas, WA

Academic Advisor jobs in Maryland

Entry Level Financial Advisor jobs in Franklin, TN

Remote Financial Aid Advisor jobs in Texas

Senior Customer Service Representative jobs in New York, NY

Senior Accountant jobs in Sacramento, CA

Bjc Food Service jobs in St. Louis, MO

Service Delivery Representative II

SchoolsFirst FCU -
Tustin, CA

Apply Now

Job Details

Full-time
$22.33 - $32.38 an hour
11 days ago

Qualifications

Customer relationship building
Client rapport building
High school diploma or GED
Typing
Quality data entry
Customer data entry

Full Job Description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Service Delivery Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$22.33 - $32.38

Scheduled Weekly Hours:

We are excited to share that SchoolsFirst FCU is hosting a HIRING EVENT for full-time Service Delivery Representative II positions for our Tustin Contact Center located at 15222 Del Amo Avenue, Tustin, CA 92780.

Our hiring event will begin August 24, 2026, through September 4, 2026. If you or someone you know is ready to take that next step and join a culture of excellence, then we invite you to apply below.

If selected, you will have the opportunity to virtually connect with our recruiters and be considered to join our Dream Team! Please remember to dress to impress and have your most up-to-date resume ready.

What You’ll Be Doing

To serve as our Members' first channel of choice along with eServices, Chat, and Secure Message channels for their financial needs, to be there for our Members when they are unsure how to proceed, and to be there for them when other channels are unable to support their needs. Our job is to be ready and willing to consistently provide World-Class Personal Service on each and every contact.

Handle Member inquiries by leveraging knowledge and resources about various different products, services, processes, procedures, and policies. Navigate the internal support website to provide solutions and drive calls efficiently. Identify and collaborate with the appropriate support departments to ensure timely resolution of issues.
Suggest ways that our Members can easily access and manage their accounts. Proactively identify ways to help make their lives easier by sharing the benefits of different channels to increase convenience, ease of use, efficiency, or any additional assistance our Member may need. Understand which benefits are important to our Members and suggest personalized options for Members to better access and manage their accounts.
Perform account transactions and requests with accuracy, ensure your Members’ needs are met by clearly answering all their questions, and seeking out assistance as needed.
Maintain the confidentiality of Credit Union and Member records.
Protect the security of our Members’ accounts by properly identifying Members and listening for indications of Member impersonators and/or fraudsters before conducting transactions
Work independently while fostering strong team relationships by sharing knowledge, resources, trends, and best practices with teammembers.
Navigate various technology systems, work with multiple computer screens, and adapt to evolving software and technology enhancements.
Perform research on account and analyze account activity to help resolve Member inquiries and following through to resolution.
In-depth knowledge of our products and services to make recommendations which may be of benefit to our Members, including promotions and financial education resources.
Make decisions within prescribed approval limits and seek next level assistance with requests beyond teammember limits for additional Member advocacy.
Advocate for our Members and escalate issues as appropriate and work with other departments to set expectations and address Member concerns.
Supports service initiatives, participates in training or huddle sessions, and suggests opportunities to streamline processes and functions.
Serve as a mentor for new teammembers by providing peer coaching, sharing best practices, assisting with training, modeling the way, and actively recognizing others.
Areas of Responsibility:
Intermediate knowledge of account fraud transactions
Dispute and fraud card claim intake
Intermediate knowledge of credit card transactions
Intermediate knowledge of debit card transactions
Intermediate loan account maintenance
Set up electronic payments
Set up/revise/cancel ACH payments
Ability to process international and domestic wire transfers
Ability to process Secure Message correspondence
Intermediate knowledge of eServices and Chat channels
Intermediate knowledge of specialty products, i.e., Summer Saver, Paycheck Planner, and share certificates
Intermediate knowledge of retirement products
Facilitate account vesting changes
Verify Membership eligibility
Intermediate knowledge of NCUA share insurance coverage

Additional Job Functions

Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

High School Diploma or GED required

1-3 years of prior related experience required

Knowledge, Skills, and Abilities

Essential communication skills include empathizing, being engaging, focused, and attentive, using reflective listening, and asking open-ended questions to build connections and be a trusted advisor.
Listens without interrupting
Asks questions to clarify and verify information
Recaps transaction to ensure understanding
Identifies essential information
Enters information quickly
Displays expected level of accuracy
Summarizes transaction clearly and concisely
Uses correct terminology
Problem-solving skills

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

Apply Now

Refine Your Search

insurance advisor jobs in orange, ca

Service Delivery Representative II

Call Center Service Representative (Phone Banker)

Entry-Level Financial Advisor

Service Delivery Representative III

Sales Representative (Sales, Customer Service)

Entry-Level Financial Advisor

Financial Advisor - Orange County

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Financial Advisor

Financial Advisor (Commission-based)

Financial Services Management Trainee/ Southern California Applicants Only

Financial Professional/Fast Track to Management

Service Business Development Center (BDC) Representative

Financial Advisor- Training Provided

Private Equity Investment Sales Associate

Preplanning Advisor

Preplanning Sales Advisor

Retirement Plan Specialist

Wealth Management Associate

Aflac Benefits Advisor

I want to receive the latest job alert for insurance advisor in orange, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected