Financial Services Representative

About the role

A leading financial services organization is seeking detail-oriented professionals to join its growing operations team. This role is ideal for individuals looking to build a career in financial services while gaining exposure to retirement and insurance products, financial advisors, and business operations.

Responsibilities

• Review and process financial product applications for accuracy and completeness.
• Identify missing information and resolve documentation issues.
• Communicate with Financial Advisors, Financial Professionals, and internal business partners via phone and email.
• Research and resolve application discrepancies.
• Process a high volume of transactions while maintaining accuracy and quality standards.
• Follow established procedures, compliance requirements, and service-level expectations.
• Collaborate with internal teams to ensure applications are approved and placed in force efficiently.

Qualifications

• High School Diploma or equivalent.
• 2+ years of professional experience in a corporate environment.
• Strong communication and customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and organizational skills.
• Comfortable speaking with business partners by phone and email.

Preferred

• Bachelor's degree.
• Financial services, banking, insurance, or operations experience.
• Call center or customer service experience.
• Experience processing applications, documentation, policies, claims, or financial transactions.

Why Consider This Opportunity?

• Excellent opportunity to break into the financial services industry.
• Gain exposure to retirement and insurance products, financial advisors, and business operations.
• Hybrid work schedule after training.
• Collaborative and professional work environment.
• Opportunity to develop valuable financial services and operations experience.
• Potential for long-term growth and career advancement within the organization.

Job Type & Location

This is a Contract position based out of Golden Valley, MN.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

Requirements

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Golden Valley, MN.

Application Deadline

This position is anticipated to close on Jul 23, 2026.