Senior Financial Services Professional
2 days ago
We are seeking a dedicated individual to join our team as a Senior Financial Services Representative in the Dallas area. This position involves delivering top-notch customer service, supporting clients with financial management, and offering details about our range of financial products and services.
Job Summary- Deliver exceptional customer service by utilizing sales/CRM databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
- Implement effective sales strategies and tactics proven to maintain and grow client portfolios
- Educate and consult new and potential clients on their priorities and finances, determining suitable plan options that successfully meet their individual needs
- Develop and deliver risk management strategies for each client based on their risk profile
- Maintain consistent quality customer service, staying up-to-date on industry protocols and policy changes
- Strong communication skills with excellent verbal and written abilities
- Licensed and/or willing to obtain a Life/Health insurance license
- Prior sales and/or business experience preferred, with a go-getter mindset and strong desire to help others
New York Life DFW is among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. We offer a promise to work with you to build a strong financial future for both you and your clients.
The estimated annual salary for this position is $82,500-$102,000+, depending on experience and performance. With a hybrid work environment, we provide the flexibility and support you need to succeed in your role.
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Senior Tax Professional
21 hours ago
Dallas, Texas, United States SNI Financial Full timeJob DetailsSNI Financial is proud to partner with a Fortune 1000 company to find a highly skilled Senior Tax Professional to join their team. As a key member of the tax department, you will play a critical role in ensuring the accuracy and timeliness of corporate tax returns, estimated payments, and other tax-related tasks.As a Senior Tax Professional, you...
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Senior Financial Professional
7 days ago
Dallas, Texas, United States LHH Recruitment Solutions Full timeWe are seeking a highly skilled Senior Financial Professional to join our team at LHH Recruitment Solutions. This rotational program offers broad experience across accounting and finance projects, with opportunities in financial analyst roles.As a Senior Financial Professional, you will rapidly gain broad experience across the corporate accounting and...
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Senior Financial Services Specialist
2 weeks ago
Dallas, Texas, United States PNC Bank NA Full timeJob DescriptionPNC Bank NA is seeking a highly skilled Senior Financial Services Specialist to join our team.About the RoleThis is a challenging and rewarding position that requires a strong background in finance and customer service. As a Senior Financial Services Specialist, you will be responsible for providing top-notch financial services to our clients,...
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Senior Financial Services Analyst
3 days ago
Dallas, Texas, United States Diverse Lynx Full timeDiverse Lynx LLC is an Equal Employment Opportunity employer. We promote a diverse workforce at all levels of the company.We are seeking a Senior Financial Services Analyst to join our team. The salary for this role is $80,000 per year.Job DescriptionThe Senior Financial Services Analyst will be responsible for analyzing financial data and providing insights...
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Senior Financial Systems Expert
1 week ago
Dallas, Texas, United States Financial Additions Full timeCompany Overview:">">Financial Additions is a leading financial services company seeking a highly skilled consultant to lead the implementation of our Accounts Payable system.">">Estimated Salary: $80,000 - $120,000 per annum based on experience and qualifications.">Job Description:">We are looking for an experienced controller-level consultant to join our...
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Financial Sales Professional
6 days ago
Dallas, Texas, United States Joseph's Financial Full timeJob OverviewWe are seeking a skilled Financial Sales Professional to join our team at Joseph's Financial. As a key member of our sales team, you will be responsible for building relationships with clients, identifying their financial needs, and providing personalized solutions to help them achieve their goals.About the Role:Contact leads and schedule...
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Senior Financial Crimes Risk Professional
7 days ago
Dallas, Texas, United States Origin Bank Full timeJob SummaryWe are seeking a Senior Financial Crimes Risk Professional to join our team at Origin Bank. In this role, you will be responsible for conducting due diligence reviews and investigations in support of the bank's compliance with Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.
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Financial Services Professional
5 days ago
Dallas, Texas, United States Talently Recruiting Full timeAt Talently Recruiting, we are committed to helping our clients achieve success and growth. As an Audit Senior, you will be part of a dynamic public accounting firm that values professional excellence and client satisfaction.About the RoleThis is an ideal opportunity for someone looking to deepen their expertise in audit services while contributing to a...
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Senior Living Support Professional
1 day ago
Dallas, Texas, United States Sunrise Senior Living Full timeAbout the CompanySunrise Senior Living is a leading provider of senior living communities and services. Our mission is to champion quality of life for all seniors, and we are committed to creating a supportive and inclusive environment for our residents and staff.At Sunrise, you will have the opportunity to work with a talented team of professionals who...
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Senior Care Professional
4 days ago
Dallas, Texas, United States Sunrise Senior Living Full timeJob OverviewSunrise Senior Living, a renowned provider of senior care services, is seeking a dedicated and compassionate Care Manager to join our team. As a key member of our staff, you will play a vital role in delivering exceptional care and services to our residents.We are passionate about creating a warm and welcoming environment where our residents can...
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Senior Business Development Manager
21 hours ago
Dallas, Texas, United States Capgemini Full timeJob OverviewCapgemini is seeking a highly experienced Senior Business Development Manager to lead our Financial Services business. As a key member of our team, you will be responsible for driving growth and developing strategic partnerships.About the RoleThis exciting opportunity offers a competitive salary of $120,000 - $180,000 per annum, depending on...
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Senior Financial Analyst
6 days ago
Dallas, Texas, United States Lincoln Property Company Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Lincoln Property Company. This is an exceptional opportunity for a motivated professional to leverage their technical expertise and passion for financial analysis to drive business growth.Job DescriptionThe Senior Financial Analyst will play a critical role in creating...
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Dallas, Texas, United States Creative Financial Investments LLC Full timeJob OverviewCreative Financial Investments LLC is seeking a highly motivated Life Insurance Agent to join our team. This role offers an exciting opportunity for career advancement and financial growth.
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Senior Care Professional
21 hours ago
Dallas, Texas, United States Sunrise Senior Living Full timeCompany OverviewSunrise Senior Living has been a leader in senior care for over 30 years, providing high-quality services and a supportive community for our residents and team members. Our commitment to quality of life extends beyond our residents, as we strive to create a work environment that fosters growth, learning, and success for our team.
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Business Development Professional
4 weeks ago
Dallas, Texas, United States PR Financial Full timeAbout PR FinancialPR Financial is an independent marketing organization in the financial services industry, serving clients with expertise in life insurance, health insurance, retirement, annuities, Medicare, and senior benefits. We offer a unique approach, empowering agents to own their book of business and providing a platform for growth and...
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Senior Financial Operations Manager
7 days ago
Dallas, Texas, United States Integrity Marketing Shared Services Center Full timeAbout the RoleWe are seeking a seasoned Senior Financial Operations Manager to lead our accounting team in Dallas, Texas. This is a full-time position offering a competitive salary of $120,000 - $160,000 per year.
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Senior Financial Specialist
1 day ago
Dallas, Texas, United States KBOtek Full timeWe are seeking a highly skilled Senior Tax Accountant to join our team at KBOtek. As a Senior Financial Specialist, you will be responsible for overseeing complex tax projects for individual and business clients, ensuring compliance and accuracy.With a strong background in public accounting and tax specialization, you will prepare and review detailed tax...
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Financial Professional
5 days ago
Dallas, Texas, United States Talently, LLC Full timeFinancial Services Career Opportunity">Talently, LLC is looking for a seasoned Tax Senior to join our team. In this role, you will handle complex tax matters for clients, including preparation and review of tax returns, and provide expert guidance on tax-related issues.About the Position:Deliver high-quality services to clients while ensuring compliance and...
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Financial Services Expert
6 days ago
Dallas, Texas, United States Weaver Full timeWeaver is a full-service national accounting, advisory and consulting firm dedicated to empowering professionals in various fields. Our mission is to create a diverse, collaborative, and entrepreneurial workplace culture that fosters growth and success.Why Choose Weaver?Balanced Work Environment: We prioritize employee well-being, offering flexible scheduled...
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Senior Director of Financial Operations
7 days ago
Dallas, Texas, United States Skilled Nursing and Rehab Care Full timeWe are seeking a seasoned Senior Director of Financial Operations to lead our financial health and sustainable growth across four premier Skilled Nursing and Rehab Care facilities in Texas.As a key member of our leadership team, you will be responsible for strategically overseeing the financial performance of our facilities, ensuring optimal revenue streams...