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Associate Financial Rep Jobs in Florida (NOW HIRING)

Chief Financial Officer

Melbourne, FL ยท On-site

$150 - $230/hr

Brevard Physician Associates (BPA) is a premier, privately owned multi-specialty physician group ... Financial Representative : Act as BPA's primary financial representative to banks, auditors, legal ...

New

Customer Support associate- Financial City: Tampa State/Province: Florida Posting Start Date: 7/30 ... As Customer Service Representative, you'll provide our members with the information they need to ...

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

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Associate Financial Rep information

What is an associate financial rep?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What are some common challenges faced by an associate financial rep during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are the key skills and qualifications needed to thrive as an associate financial rep, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.

What cities in Florida are hiring for Associate Financial Rep jobs?

Cities in Florida with the most Associate Financial Rep job openings:

Customer Service/Patient Financial Rep

INTERCOASTAL MEDICAL GROUP

Sarasota, FL โ€ข On-site

$18/hr

Full-time

Re-posted 14 days ago


Job description

About Company:

Founded in 1993, Intercoastal Medical Group is an association of more than 100 highly credentialed physicians encompassing many medical specialties serving Sarasota County and Manatee County, Florida with nine locations. Intercoastal is the premier provider of choice in the Sarasota / Bradenton area.

Intercoastal Medical Group also prides itself on offering this area’s most current technology and resources. Extensive laboratory and diagnostic equipment and a day surgery center allow for fast and accurate diagnostic tests and procedures at conveniently located Intercoastal facilities.

We are always looking for qualified and compassionate professionals to join our team of dedicated providers and staff. If you enjoy working in a fast-paced environment where you can truly make a difference in the lives of patients, then Intercoastal Medical Group is the place for you.

About the Role:

The Customer Service/Patient Financial Representative plays a critical role in bridging the communication between healthcare providers and patients regarding financial matters. This position is responsible for managing patient inquiries, explaining billing processes, and assisting with payment arrangements to ensure a smooth financial experience. The role requires a compassionate and detail-oriented individual who can handle sensitive information with confidentiality and professionalism. By effectively resolving billing issues and providing clear information, the representative helps maintain patient satisfaction and supports the financial health of the organization. Ultimately, this role contributes to a positive patient experience by facilitating transparent and efficient financial interactions.

Location: 943 S. Beneva Road in Sarasota

Hours: Monday-Friday, 8am to 5pm

Minimum Qualifications:

  • High school diploma or equivalent required; associate degree or higher preferred.
  • Previous experience in customer service or patient financial services within a healthcare setting.
  • Basic knowledge of medical billing, insurance terminology, and healthcare regulations.
  • Strong communication skills with the ability to explain complex financial information clearly.
  • Proficiency in using computer systems and software related to billing and patient records.
  • Experience with insurance verification process.
  • Experience with explanation of benefits (EOBs).

Preferred Qualifications:

  • Experience working with electronic health record (EHR) systems and healthcare financial software.
  • Familiarity with HIPAA regulations and patient privacy standards.
  • Demonstrated ability to handle difficult conversations with empathy and professionalism.
  • Bilingual skills, particularly in Spanish, to assist a diverse patient population.

Responsibilities:

  • Respond promptly and professionally to patient inquiries related to billing, insurance coverage, and payment options.
  • Review and explain patient financial statements, charges, and payment plans to ensure understanding and transparency.
  • Assist patients in resolving billing discrepancies and coordinate with insurance companies to verify coverage and process claims.
  • Document all patient interactions accurately in the system to maintain up-to-date financial records and follow-up actions.
  • Collaborate with healthcare providers, billing departments, and insurance representatives to facilitate timely payments and resolve outstanding balances.
  • Assist with in-house collections.

Skills:

The required skills enable the representative to communicate effectively with patients, ensuring they understand their financial responsibilities and options. Proficiency in medical billing and insurance terminology allows the representative to accurately interpret and explain charges and coverage details. Strong computer skills facilitate efficient management of patient records and billing systems, ensuring accuracy and timely updates. Preferred skills such as certification and familiarity with healthcare software enhance the ability to navigate complex billing scenarios and regulatory requirements. Additionally, interpersonal skills and empathy are essential for managing sensitive financial discussions and maintaining positive patient relationships.

Intercoastal is a drug free workplace and EEO compliant.


Monday-Friday, 8am to 5pm