Financial Sales Specialist

We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...

We are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.About the RoleIn this position, you will have the chance to work with a talented team to process transactions, collaborate with...

Role OverviewWe are seeking a highly motivated Financial Representative Trainee to join our team. As a key member of our sales force, you will be responsible for developing and implementing comprehensive financial solutions for clients.Key Responsibilities:Participate in a comprehensive program designed to equip you with the skills and competencies necessary...

Wealth Management Specialist Wealth Management Specialist Do you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you to work in our office located in Des Moines, Iowa! Who We Are:  At Farm Bureau Financial Services, our...

**Job Title:** Chief Financial Operations Specialist**Location:** Vision Financial Group LLC We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.The ideal...

Protecting Families and Building CareersWe are seeking a driven individual to join our team as a Financial Solutions Consultant. This role involves selling various insurance products, including life, whole life, mortgage protection, annuities, index universal life, and more.In this position, you will have the opportunity to earn up to $75-150K per year in...

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...

About Watercress Financial Group LLCWe are a financial technology lender with a small office work environment, offering an opportunity for the right individual to make a difference.Job Summary:This position is responsible for maintaining our monthly and annual reporting, variance and budget analysis, consolidated chart of accounts, intercompany consolidation...

Total Loss Specialist Do you thrive in a work environment where you must multi-task and have strong organization skills? Are you a go-getter with high initiative and a positive attitude? Do you have strong customer service and time management skills? If so, this Total Loss Specialist opportunity could be a great fit for you! Who We Are: With Farm Bureau...

At OneMain , Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    I n the Role ...

DescriptionMust live in the state of Iowa.Do you thrive on providing leadership value and are seeking a rewarding career? New York Life is seeking a seasoned Financial Service Industry Professional to join our management team:Embodies leadership and mentor qualitiesHas a strong desire to help others succeedIs proficient at recruiting and developing a team of...

What You'll Do: Were looking for a Customer Experience Specialist 2 to join our Participant Contact Center (PCC)! In this role, youll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. Correspond with customers via inbound and outbound phone calls or...

Cetera Financial Group is seeking an experienced Operational Leadership Specialist to lead our Fee for Service / Financial Planning team. This role will oversee the operational process and provide guidance to advisors on financial planning requirements.Job DescriptionLiaise with advisors and their staff to understand their Fee For Service/Financial Planning...

Job Title: Financial Operations SpecialistLocation: HybridWe are seeking a skilled Financial Operations Specialist to join our team at Telnet Inc. As an experienced professional in accounting operations, you will be responsible for working with our client team and clients to collect on past due invoices.This role offers the opportunity to collaborate with...

Client Solutions, Workspace Solutions Group - Product Sales and Solutions Specialist, Direct SalesFrom developing brand-new accounts to driving expansion across existing accounts, our sales team transforms opportunity into action every day. Whether focusing on a geographical area, product line, industry, channel or market segment, their goal is the same: to...

At Essilor, we're looking for an exceptional Optical Sales Specialist to join our team. As a key member of our retail optical team, you will be responsible for delivering an outstanding customer experience by combining your knowledge and expertise with our high-quality fashion brands.About the RoleThis is a fantastic opportunity to work in a dynamic...

Job DescriptionVision Financial Group LLC is a leading provider of holistic financial services, seeking an experienced Tax Planning Specialist to join their team.Estimated Salary: $85,000 - $110,000 per yearAbout the RoleThe successful candidate will be responsible for providing expert tax planning advice to clients, ensuring compliance with all relevant...

Job OverviewCleaver-Brooks Sales and Service, Inc. is seeking a skilled Boiler Controls Specialist to join our team in Des Moines, IA. As a key member of our team, you will be responsible for wiring, firing, and testing boilers in the shop and field.ResponsibilitiesWire controls and motors for watertube and firetube boilers and auxiliary equipment.Rebuild...

**Job Summary:** As a Sales and Growth Specialist at Mountaineer Enterprise, you will play a critical role in promoting our client's products and services, building quality relationships with consumers, and generating a loyal customer base.**Estimated Salary:** $55,000 - $70,000 per yearAbout the Role:This position requires a self-motivated individual who...

What You'll DoWe're looking for a Customer Experience Specialist 2 to join our Participant Contact Center (PCC)! In this role, you'll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement.Correspond with customers via inbound and outbound phone calls or...