Financial Sales Specialist

6 days ago


Lafayette, Louisiana, United States I.T.A., Inc. Full time
Job Summary

We are seeking a highly skilled Financial Sales Specialist to join our team at I.T.A., Inc. as a Sales and Financial Operations Manager. This role will oversee the financial aspects of all sales transactions, ensuring accuracy, compliance, and profitability.

Key Responsibilities
  • Financial Transaction Management: Collaborate with the sales team to develop financing solutions that meet customer needs and company goals.
  • Financial Reporting: Ensure accurate and timely financial reporting for all sales transactions.
  • Financial Analysis: Analyze sales trends and financial data to recommend improvements and identify growth opportunities in collaboration with the Sales Director.
  • Compliance: Maintain a comprehensive understanding of financial regulations and ensure all transactions are compliant.
  • Customer Service: Answer client questions regarding their account or sales products.
  • Liaison: Liaison with manufacturers and sales team.
  • Inventory Management: Manage inventory levels.
Requirements
  • Experience: Proven experience in sales or finance.
  • Knowledge: Strong understanding of financing and warranty processes.
  • Skills: Excellent customer service and communication skills.
  • Education: Bachelor's degree in finance, Business Administration, or related field.
  • Certification: Certification from an F&I training program is preferred.
Work Environment
  • Work Conditions: Must be able to remain stationary 80% of the time.
  • Travel: Some travel will be required for this role to the dealership location in Louisiana.
  • Work Environment: Work in indoor conditions with occasional outdoor weather exposure.


  • Lafayette, Louisiana, United States Couvillier Advisors Full time

    Financial Sales Consultant at Couvillier AdvisorsAs a Financial Sales Consultant with Couvillier Advisors, you will play a pivotal role in fostering client relationships through personalized interactions and tailored financial solutions. Your expertise will enable you to engage with clients, assess their financial needs, and present a diverse array of...


  • Lafayette, Louisiana, United States Couvillier Advisors Full time

    Financial Sales Consultant at Couvillier AdvisorsAt Couvillier Advisors, we prioritize the art of relationship-building and the delivery of customized financial solutions. As a Financial Sales Consultant, your role will involve engaging with clients to discern their unique financial needs and presenting them with a diverse array of insurance products and...


  • Lafayette, Louisiana, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    About the RoleWe are seeking highly motivated and independent individuals to join our Mortgage Protection team at Symmetry Financial Group - Simple Solutions Financial Services LLC.Job SummaryThis is a remote work opportunity that requires a commitment of 4-50 hours per week, depending on the level of involvement. As a Mortgage Protection Specialist, you...


  • Lafayette, Louisiana, United States Couvillier Advisors Full time

    Financial Sales Consultant at Couvillier AdvisorsAt Couvillier Advisors, we prioritize the art of relationship-building and the importance of understanding client needs. As a Financial Sales Consultant, you will engage with clients to identify their financial goals and present a diverse array of insurance and financial service options tailored to their...

  • Regional Director

    6 days ago


    Lafayette, Louisiana, United States Fidelity Investments Full time

    Job Description:The RoleKey Responsibilities:We are seeking a highly motivated and experienced sales professional to join our team as a Regional Director - Sales Leader. In this role, you will be responsible for driving sales growth and revenue expansion in our Mid-South Territory, covering New Orleans and Baton Rouge.Key Responsibilities:Consulting with...


  • Lafayette, Louisiana, United States LHC Group Full time

    **Job Summary**We are seeking a highly skilled and detail-oriented Financial Intake Specialist to join our team at LHC Group. As a key member of our revenue cycle team, you will play a critical role in ensuring the accurate and timely verification of insurance eligibility and benefits for our patients.Key Responsibilities:Verify insurance eligibility and...


  • Lafayette, Louisiana, United States Eclipse Innovations Full time

    Job Summary:Eclipse Innovations is seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for processing the financial accounting of independent merchants.Key Responsibilities:Process financial transactions and reconcile accounts for material, debtor, and creditor accounts.Prepare monthly and annual...


  • Lafayette, Louisiana, United States New York Life Full time

    Bilingual Financial AdvisorAre you a motivated individual with the following traits?Competitive SpiritEntrepreneurial MindsetWillingness to LearnEffective CommunicatorSelf-MotivatedGenuineIf you resonate with these qualities, consider the opportunity to become a financial consultant and positively impact families' lives every day. At New York Life, you will...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Service Professional to join our team at New York Life. As a Financial Service Professional, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial guidance, and advocating for their financial well-being.Key...


  • Lafayette, Louisiana, United States Frontier Management (OR) Full time

    About the RoleAs a Financial Advisor at Frontier Management (OR), you will play a critical role in helping individuals and families achieve their long-term financial goals. Your expertise will be sought after to provide guidance on insurance and financial planning, ensuring that clients are prepared for life's unexpected events.Key ResponsibilitiesClient...

  • Financial Consultant

    2 weeks ago


    Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Are you ready to take charge of your career? Become a part of New York Life, a reputable mutual insurance provider in the United States, where you can leverage our solid financial foundation and a history of excellence. Our Offerings: We provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients, including...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    We are seeking a dedicated Financial Service Professional focused on building strong client relationships to assist them in achieving their financial aspirations.Key Responsibilities:Develop and nurture lasting relationships with clients to secure their financial well-being.Customize financial strategies by leveraging a variety of insurance and investment...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    We are seeking a Financial Service Professional focused on building and nurturing strong client relationships to assist them in achieving their financial aspirations.Key responsibilities include preparing clients for unforeseen life events and ensuring their financial well-being. This is an exciting opportunity within a reputable organization that values...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    OverviewAre you ready to take charge of your career in the financial services industry? At New York Life, a reputable mutual insurance organization, you will benefit from our solid financial standing and a history of excellence. Our OfferingsWe provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients....


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Job Opportunity: Insurance Sales AgentAbout the Role:We are seeking a highly motivated and results-driven Insurance Sales Agent to join our team at New York Life Insurance Company/NYLIFE Securities LLC. As an Insurance Sales Agent, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Job OverviewAre you ready to take charge of your career in the financial services industry? Join New York Life, a reputable mutual insurance organization in the United States, and leverage our solid financial standing and history of excellence.We offer a comprehensive suite of financial and insurance products designed to meet diverse client needs, including...


  • Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

    Are you ready to take charge of your career? At New York Life, a leading mutual insurance organization in the United States, we offer a robust financial framework and a proven history of success with our Million Dollar Round Table (MDRT) members. Our diverse array of financial and protection offerings is designed to meet the unique needs of our clients,...


  • Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Position Overview:This role requires an adaptable and skilled individual who thrives in a dynamic banking environment. As a Financial Services Associate, you will engage in a variety of tasks that support our clients and enhance their banking experience. Your responsibilities will include processing transactions, managing accounts, and identifying sales...


  • Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Position Overview:This role requires an adaptable and skilled individual who thrives in a dynamic banking environment. As a Financial Services Associate, you will engage in a variety of tasks that support our clients and enhance their banking experience. Your responsibilities will include processing transactions, managing accounts, and identifying sales...


  • Lafayette, Louisiana, United States First Horizon National Corporation Full time

    Location: On-site at designated banking center30 Hours Full TimeA proficient Financial Services Associate is adaptable, resourceful, and skilled. You will be the key team member capable of handling various tasks within the banking environment. Your responsibilities will include processing transactions, managing accounts, and identifying sales opportunities....