If you searched Superstar Sourcing for Financial Services Representative (with 3 additional requirements) on January 3, 2026 you'd find 188 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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100%

J**** F****

Insurance Agent | Army Veteran

Billings, Montana, United States 21 years 4 months

This candidate is an insurance agent, licensed in MT, demonstrating direct experience in the industry and client-facing roles necessary for financial services. Career: Army Veteran → Comparion Insurance Agent (3.5yrs) → Allstate Local Insurance Specialist (current). Excellent.

LinkedIn Email Phone

Work Experience

United States Postal Service
Rural Carrier Associate · 8 months
Tech 406 Communication
Website Developer · 2 years 5 months
Comparion Insurance Agency
Insurance Agent · 3 years 6 months
Allstate
Allstate Local Insurance Specialist · 1 month
+ 6 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance producer p less property compliance regulations protection security environmental sustainability diversity +8 more
100%

D**** C****

Employee Benefits Advisor at Aflac and Sponsor of TEDxBillings

Billings, Montana, United States 26 years 6 months

Excellent fit with explicit experience as a Financial Advisor and an Insurance Benefits Agent, confirming all required skills including sales/customer focus. Social Worker → Insurance Agent at Aflac (8 yr 8 mo) → Financial Advisor at New York Life. Excellent.

LinkedIn Email Phone

Work Experience

Aflac
Insurance Agent · 8 years 8 months
State of Montana
Social Worker · 19 years 1 month
New York Life Insurance Company
Financial Advisor · 8 months
Aflac
District Sales Coordinator · 1 year 7 months
+ 1 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance benefits sales management health leadership science sales management health insurance customer service leadership skills human performance
100%

J**** K****

Financial Services Representative at First Interstate

Billings, Montana, United States

This candidate is currently working in the exact role specified, based on the headline and experience listing. Financial Services Representative at First Interstate. Excellent.

LinkedIn Email Phone

Work Experience

First Interstate
Financial Services Representative

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

financial services
100%

K**** G****

Financial Services Representative at First Interstate

Billings, Montana, United States

This candidate is currently working in the exact role specified, based on the headline and experience listing. Financial Services Representative at First Interstate. Excellent.

LinkedIn Email Phone

Work Experience

First Interstate
Financial Services Representative

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

financial services
100%

I**** B****

Financial Advisor

Billings, Montana, United States 8 years 6 months

This candidate is an excellent match, currently working as a Financial Advisor, holding multiple securities licenses, life/health insurance licenses, and has direct experience in wealth management environments. Career: Repair Tech → Beekeeper → Wholesaler (WealthVest) → Financial Advisor (Merrill Lynch) → Financial Advisor. Excellent.

LinkedIn Email Phone

Work Experience

JR LLC
Repair Technician · 4 years 1 month
DRANGE APIARY INC
Beekeeper · 7 months
WealthVest
Internal Wholesaler · 2 years 5 months
Strategic Retirement Plans
Financial Advisor · 11 months
+ 1 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

retirement
95%

E**** K****

agent at Key Insurance, Inc

Billings, Montana, United States

This agent explicitly lists experience within an insurance company, strongly suggesting alignment with the role, location, and likely the required skills. Insurance agent at Key Insurance, Inc. Excellent.

LinkedIn Email Phone

Work Experience

Key Insurance, Inc
agent

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
95%

D*** D****

Rental Sales Representative at Ryder System, Inc.

Billings, Montana, United States 35 years

This candidate is explicitly licensed and operating as a Financial Services Professional offering insurance and securities, directly matching the core requirements. Rental Sales Representative at Ryder System, Inc. → Financial Services Professional (current/recent indicated by licensing statement). Excellent.

LinkedIn Email Phone

Work Experience

New York Life Insurance Company
Licensed Insurance Agent · 3 years 3 months
Ryder System, Inc.
Rental Sales Representative · 1 month
Ryder System, Inc.
Rental Sales Representative · 1 month
NYLIFE Securities LLC
Financial Services Professional · 2 years 7 months
+ 1 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance securities llc finra funding retirement tax legal accounting sales life insurance financial services
95%

L** M***

Financial Services Representative at Billings Federal Credit Union

Billings, Montana, United States 8 years 2 months

This candidate currently holds the exact title of Financial Services Representative with relevant previous banking experience, hitting the primary requirement perfectly, although insurance/cross-selling specifics aren't detailed. Billings Federal Credit Union (FSR) → Wells Fargo (Personal Banker). Excellent.

LinkedIn Email Phone

Work Experience

Billings Federal Credit Union
Financial Services Representative · 3 years 8 months
Wells Fargo
Personal Banker · 4 years 7 months

Qualification Criteria 3 met, 1 not

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

financial services
95%

D**** S****

Financial Advisor- Edward Jones

Billings, Montana, United States 14 years 6 months

Current role as a Financial Advisor is a very strong match for the requested representative role, likely encompassing all relationship and sales components, and is local. Financial Advisor (Edward Jones) for 14+ years. Excellent.

LinkedIn Email Phone

Work Experience

Edward Jones
Financial Advisor · 14 years 7 months

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
95%

A**** E***

Financial Service Representative at Billings Federal Credit Union

Billings, Montana, United States 20 years 1 month

This candidate has direct experience as a Financial Service Representative for a long tenure and is in the correct location, though insurance background is only implied through banking/loan experience. BSCU FSR (14+ yrs) → Owner → Loan Processor. Financial focus for a long time. Excellent.

LinkedIn Email Phone

Work Experience

Planet Beach Contempo Spas
Owner · 3 years
Billings Federal Credit Union
Financial Service Representative · 14 years 10 months
Little Horn State Bank
Real Estate Loan Proccessor · 3 years 4 months

Qualification Criteria 4 met, 1 not

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

real estate
95%

J** M****

Sales Executive & Licensed Consultant, Employee Benefits

Billings, Montana, United States 22 years 2 months

Excellent background spanning insurance sales and benefits consulting, directly relevant to financial services roles requiring industry knowledge. Sales Executive & Licensed Consultant (Insurance) → Account Executive → PPO Manager → Patient Service/Billing. Strong.

LinkedIn Email Phone

Work Experience

First Choice Health
Credentialing Coordinator · 3 years
Revenue Cycle Partners
Senior Patient Service Rep · 3 years 9 months
Sauers Chiropractic
Insurance Biller, Receptionist · 11 months
First Choice Health
PPO Account Manager · 2 years 8 months
+ 6 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

sales benefits credentialing insurance ppo compliance management employee benefits provider relations information management
95%

M*** B****

Agency Owner at Farmers Insurance

Billings, Montana, United States 28 years 9 months

Excellent fit - Candidate owns an insurance agency and explicitly mentions providing insurance services emphasizing customer service and risk management, implying strong CRM and sales skills. Agency Owner at Farmers Insurance (Insurance Sales/Service), 28 years exp, Billings MT area (though owner states Arlington WA location, experience is highly relevant). Excellent.

LinkedIn Email Phone

Work Experience

Conklin's Appliance
Salesman · 1 year 11 months
The Home Depot
Department Manager - Hardware, Tools, and Paint · 1 year 6 months
Edmonds Police Department
Reserve Police Officer · 6 years 1 month
Northwest Security Services, Inc
Director of Operations · 5 years 9 months
+ 5 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance selling risk police director operations sales purchasing security small business customer service
95%

B**** C****

agent at Conver & Winchell Insurance

Billings, Montana, United States

This agent works at an insurance company, directly matching two key requirements, and the role implies relationship management and likely cross-selling. Conver & Winchell Insurance → agent. Strong.

LinkedIn Email Phone

Work Experience

Conver & Winchell Insurance
agent

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
95%

J*** W****

Sales Producer at Allstate

Billings, Montana, United States 20 years 5 months

This candidate is an insurance Sales Producer selling multiple lines of business (Auto, Home, Life) and previously a CSR handling policies. Career: Farmers Insurance CSR (5yr) → Allstate Sales Producer (current). Excellent.

LinkedIn Email Phone

Work Experience

Allstate
Sales Producer
Farmers Insurance
CSR · 5 years

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

sales producer commercial
95%

R**** D***

Client Manager @ CCIG | Private Client Group

Billings, Montana, United States 3 years 4 months

The candidate is a seasoned account manager with explicit experience in the insurance industry and client management, strongly implying FSR duties. Private Client Group - Client Manager @ CCIG (3+ years) → Strong background in insurance and client management. Excellent.

LinkedIn Email Phone

Work Experience

CCIG
Private Client Group - Client Manager · 3 years 5 months

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance leadership proactive risk management team leadership risk management
95%

P**** L****

Development Manager at New York Life Insurance Company

Billings, Montana, United States 36 years 5 months

This candidate has deep experience in the insurance industry, financial services training, sales/licensing, and managing agents, which strongly implies experience in CRM and cross-selling financial solutions. Development Manager at New York Life Insurance Company → Current role, extensive N.Y. Life background, CLU/ChFC designations. Excellent.

LinkedIn Email Phone

Work Experience

New York Life Insurance Company
Agent · 36 years 5 months
New York Life Insurance Company
Development Manager · 19 years 6 months
NYLIFE Securities LLC
Development Manager · 34 years 10 months

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance training recruiters sales licensing design life insurance financial services sales training solution design curriculum development
95%

S**** S****

Employee Benefits Producer at Western States Insurance

Billings, Montana, United States

This person is an Employee Benefits Producer at an insurance company, hitting the industry, representation role, and location perfectly; missing explicit CRM/cross-selling proof but implied in the Producer title. Producer role in insurance. Excellent.

LinkedIn Email Phone

Work Experience

Western States Insurance
Employee Benefits Producer

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

employee benefits benefits producer
95%

G**** M***

Financial Services Professional

Billings, Montana, United States 33 years

Current EVP at a Federal Credit Union strongly suggests financial services experience, although specific insurance or cross-selling skills are not detailed. EVP at Valley FCU for 33 years. Excellent.

LinkedIn Email Phone

Work Experience

Valley FCU
EVP · 33 years

Qualification Criteria 3 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
90%

B**** W****

Insurance producer at Family Heritage

Billings, Montana, United States

This candidate is an insurance producer, which directly matches the insurance industry requirement and implies the representative role and potential for cross-selling/CRM. Insurance producer at Family Heritage, Billings, MT. Excellent.

LinkedIn Email Phone

Work Experience

Family Heritage
Insurance producer

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance producer
90%

A**** C****

Licensed Producer at Allstate

Billings, Montana, United States

This candidate is a Licensed Producer at an insurance company, directly matching the insurance industry requirement and strongly implying FSR duties and cross-selling within a CRM context. Licensed Producer at Allstate. Excellent.

LinkedIn Email Phone

Work Experience

Allstate
Licensed Producer

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

producer
90%

J*** B****

STATE FARM INSURANCE REPRESENTATIVE at State Farm – Randy Glover, Agent

Billings, Montana, United States 13 years 8 months

This candidate is a dedicated insurance agent directly fitting two key areas. State Farm Insurance Agent for over 13 years. State Farm Agent → State Farm Agent. Excellent.

LinkedIn Email Phone

Work Experience

STATE FARM - RANDY GLOVER AGENT
STATE FARM INSURANCE REPRESENTATIVE · 13 years 7 months

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance
90%

R** H***

Registered Representative

Billings, Montana, United States

The title strongly suggests a direct field match, implying experience in finance and likely sales/relationship management, and proximity is confirmed. Self-employed Registered Representative. Excellent.

LinkedIn Email Phone

Work Experience

Self-employed
Registered Representative

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
90%

D** G****

Licensed Insurance Agent since 2013

Billings, Montana, United States 12 years 4 months

This candidate is a licensed insurance agent with experience as a CSR/Retention Specialist, indicating client interaction and likely cross-selling within an insurance context. Licensed Insurance Agent → CSR/Retention Specialist at insurance agency; previous roles involved client support and order management. Excellent.

LinkedIn Email Phone

Work Experience

Ne-Mo’s Bakery, Inc
Purchasing Assistant · 9 months
Emerald Connect
Client Support Analyst · 1 year 1 month
American RIm Supply
Machine Operator · 1 year 1 month
Darnielle Insurance Agency
CSR/Retention Specialist · 4 years 1 month
+ 1 more positions

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

customer service purchase orders direct mail quality control raw materials diplomacy purchasing purchase vendor inventory production print +8 more
90%

A** K***

Amy D King Agency - Farmers Insurance Current BYU Pathway Student - Communications

Billings, Montana, United States 30 years 7 months

Currently operating an insurance agency and heavily experienced as an insurance producer, aligning perfectly with the industry and service requirements. Farmer's Insurance Producer → Agency Owner. Excellent.

LinkedIn Email Phone

Work Experience

Angela Stiller Farmers Insurance & Financial Services Agency
Office Manager · 1 year 10 months
Impact Photographics
Warehouse Team Member · 7 years 3 months
Boy Scouts of America
BSA Camp Raymond Program Director · 1 year 4 months
Angela Stiller Farmers Insurance & Financial Services Agency
Life Insurance Specialist · 2 years 7 months
+ 6 more positions

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

insurance licensing producer sales planning director organized management logistics budget customer service life insurance +4 more
88%

S**** S****

Private Banker

Billings, Montana, United States 12 years 6 months

This private banker has strong financial services background and relevant certifications including life insurance, indicating some insurance exposure, but direct brokerage/rep experience isn't explicit. Private Banker at JPMorgan Chase → Senior Personal Banker → Universal Banker, holds FINRA licenses and Life Insurance cert. Strong.

LinkedIn Email Phone

Work Experience

City Brew Coffee Company
Barista · 1 year 8 months
Rocky Mountain Bank
Universal Banker · 9 months
Fishtail General Store
Cashier/Deli · 2 years 4 months
JPMorgan Chase & Co.
Private Banker · 2 years 9 months
+ 4 more positions

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

planning retirement funding sales
85%

T**** O****

Owner at Ouradnik Insurance Agency

Billings, Montana, United States 15 years 2 months

This candidate is an owner of an insurance agency with significant experience, strongly implying financial services and sales/CRM roles, although specific cross-selling isn't explicitly listed. Owner at Ouradnik Insurance Agency (14 yr 10 mo) → Acct Manager at Frontier Insurance Solution Inc. Strong.

LinkedIn Email Phone

Work Experience

Ouradnik Insurance Agency
Owner · 14 years 10 months
Frontier Insurance Solution Inc
Acct Manager · 6 months

Qualification Criteria 4 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
85%

R**** M****

Financial Representative at Northwestern Mutual

Laurel, Montana, United States 13 years 3 months

This candidate is currently a Financial Representative with significant sales management experience, strongly suggesting relevance to the required role and cross-selling. Financial Representative at Northwestern Mutual → Business Manager; Sales. Strong.

LinkedIn Email Phone

Work Experience

Furniture Row Companies
Assistant Sales Manager · 6 years 10 months
PIERCE RVS
Business Manager · 6 years 7 months
Northwestern Mutual
Financial Representative

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

sales manager sales
85%

M**** S****

Senior Client Manager, Employee Health & Benefits with Marsh McLennan Agency

Billings, Montana, United States 14 years 7 months

This candidate is a Senior Client Manager in Employee Health & Benefits within a major agency (Marsh McLennan/PayneWest), strongly indicating insurance and relationship management relevant to financial services. Marsh McLennan/PayneWest → Senior Client Manager (Benefits/Health), 14+ years managing client accounts, holds Life/Disability licenses. Strong.

LinkedIn Email Phone

Work Experience

Marsh McLennan Agency
Senior Client Manager · 6 years 1 month
Marsh McLennan Agency
Senior Client Manager · 6 years 1 month
PayneWest Insurance
Account Manager · 1 month
EBMS
Strategic Account Manager · 6 years 10 months

Qualification Criteria 5 met

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative
85%

R**** D****

Manager, Channel Partner Operations

Billings, Montana, United States 19 years 9 months

This candidate has direct experience as a life insurance agent and holds the relevant license, making them a strong fit for the insurance component and adjacent financial services role. bswift → Self-employed (Life Insurance Agent) → Avitus Group, 19 years experience. Strong.

LinkedIn Email Phone

Work Experience

Self-employed
Life Insurance Agent · 3 years 1 month
DHL
Operations Agent · 2 years 7 months
bswift
Account Manager · 3 years 5 months
Avitus Group
Benefit Systems Administrator · 3 months
+ 5 more positions

Qualification Criteria 3 met, 1 not

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

life insurance operations insurance
85%

J*** F****

Pharmacy Coordinator at SelectQuote Insurance Services

Billings, Montana, United States

This person has direct experience in the insurance industry, making them a strong candidate despite the 'Coordinator' title, suggesting customer interaction within that space. SelectQuote Insurance Services Pharmacy Coordinator. Strong.

LinkedIn Email Phone

Work Experience

SelectQuote Insurance Services
Pharmacy Coordinator

Qualification Criteria 3 met, 1 not

Location
Insurance industry
Cross-selling experience
Customer Relationship Management
Financial Services Representative

Skills & Expertise

pharmacy
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