Financial Services Professional
7 days ago
We're looking for an experienced Producer to join our team as an Insurance Account Position - State Farm Agent Team Member. This role involves communicating directly with clients, identifying their needs, and marketing products or services to maximize value. The ideal candidate will have strong organizational skills, excellent customer service and communication skills, previous experience in insurance, and a current property/casualty license.
Key Responsibilities:
- Manage client insurance accounts and update information.
- Assist clients with policy changes and renewals.
- Provide information on insurance products and services.
- Process insurance claims and follow up with clients.
What We Offer:
- A competitive salary range of $60,000 - $80,000 per year.
- A flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Paid time off.
- Training & development.
This is a unique opportunity to grow your career in a remote setting.
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Financial Services Coordinator
3 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAbout Our Company:Triad Financial Services, Inc. is a leading provider of financial services and solutions serving clients worldwide. We are committed to excellence and innovation in our field.Job Description:As a Data Entry Associate, you will process loan applications, evaluate credit worthiness, communicate with parties, assign work to other associates,...
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Financial Services Coordinator
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services, Inc. is a leading provider of financial solutions in the Manufactured Home industry.Job OverviewWe are seeking a dedicated Accounting Administrator to join our growing team in Jacksonville, FL.The ideal candidate will have a Bachelor's degree in finance or accounting and some prior work experience in the financial services...
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Financial Services Professional
1 week ago
Jacksonville, Florida, United States Collabera Full timeJob Description">We are seeking a highly skilled Financial Services Professional to join our team at Collabera. As a key member of our accounting operations team, you will be responsible for processing routine transactions, generating reports, and providing quality service to internal business partners and external clients.About the Job">This is an exciting...
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Financial Operations Specialist
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAre you a detail-oriented and organized individual looking for a new challenge? We are seeking a Financial Operations Specialist to join our team at Triad Financial Services, Inc.Job SummaryThis role involves coordinating financial operations, managing data entry, and preparing reports. The ideal candidate will have a Bachelor's degree in finance or...
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Financial Services Professional
1 month ago
Jacksonville, Florida, United States Fidelity TalentSource LLC Full timeCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The organization helps people invest and plan for their future, assists companies and non-profit organizations in delivering benefits to their employees, and provides institutions and independent advisors with investment and...
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Jacksonville, Florida, United States Chris Russell & Company PLLC Full timeJob SummaryWe are seeking a detail-oriented and organized part-time staff accountant/accounts receivable professional to join our team in Jacksonville, Florida. The successful candidate will have excellent accounting and financial services skills, as well as strong communication and analytical skills.Main ResponsibilitiesProcess invoices and ensure timely...
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Financial Services Professional
1 week ago
Jacksonville, Florida, United States Compass Rose Foundation Full timeJob Title: Accounts Payable About Us: We are seeking a highly skilled and experienced financial services professional to join our team at Jones Technical Institute. Located on the Southside of Jacksonville, we are a private, non-profit post-secondary trade school that confers Associate in Occupational Science degrees in various fields.Job...
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Financial Services Compliance Officer
2 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeKey Responsibilities: As a Mortgage Underwriter at Triad Financial Service Inc., your key responsibilities will include:• Evaluating and underwriting mortgage loan applications to ensure compliance with company policies, regulatory guidelines, and investor requirements• Assessing borrowers' financial profiles, property information, and loan documentation...
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Financial Services Consultant
2 weeks ago
Jacksonville, Florida, United States Global Financial Impact - Marco Esquivel Full timeCompany OverviewAt Global Financial Impact, we are dedicated to empowering individuals to achieve their financial goals. Our team of experts provides guidance and support to help clients navigate the complexities of financial planning.
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Senior Financial Services Professional
2 weeks ago
Jacksonville, Florida, United States Disability Solutions Full time**About the Role:**We're looking for a skilled Senior Auditor to join our team at Disability Solutions. In this role, you'll have the opportunity to work on exciting financial, operational, and regulatory compliance projects. Your strong analytical skills and ability to communicate effectively will enable you to drive results and contribute to our company's...
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Financial Services Sales Professional
2 weeks ago
Jacksonville, Florida, United States Disability Solutions Full timeAbout UsAt Disability Solutions, we empower businesses to thrive in the ever-changing financial landscape. Our technology powers the world's economy, and our teams bring innovation to life.We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an...
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Loan Professional
7 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob DescriptionAs a Mortgage Operations Specialist, you will play a vital role in the mortgage lending process at Triad Financial Services, Inc. Your primary responsibility will be to efficiently process loan files from application to closing.Key Responsibilities:Collect and review borrower documents, including income verification, credit reports, and...
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Senior Compliance Advisor Mortgage Servicing
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full time**Job Title:** Senior Compliance Advisor Mortgage ServicingTriad Financial Services, Inc. is seeking a seasoned compliance professional to serve as the senior advisor for our Mortgage Servicing team.As a key member of our Compliance team, you will be responsible for ensuring that our mortgage servicing operations align with federal, state, and industry...
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Financial Services Representative
1 week ago
Jacksonville, Florida, United States Seacoast Bank Full timeAt Seacoast Bank, we are committed to providing exceptional financial services to our customers. As a Financial Services Representative, you will play a key role in building and maintaining strong relationships with our clients, helping them achieve their financial goals.The ideal candidate for this position will have a strong background in customer service,...
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Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States New York Life Insurance Full timeAbout the RoleNew York Life Insurance Company, a mutual organization with a 179-year history of commitment to social responsibility, is seeking a Financial Services Professional in Metro Jacksonville.This full-time on-site position involves providing financial planning, retirement planning, and financial services to clients on a daily basis. The successful...
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Insurance Sales Professional
3 weeks ago
Jacksonville, Florida, United States Olsen Financial Group Full timeOlsen Financial Group is seeking highly motivated individuals to join our team as Insurance Sales Professionals. In this role, you will have the opportunity to work with clients to help them achieve their financial goals through the sale of insurance products.Job OverviewAs an Insurance Sales Professional at Olsen Financial Group, you will be responsible for...
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Financial Operations Specialist
1 month ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeAbout UsTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients Nationwide.Salary Range: $21.00-$27.00 per hourAbout the JobWe are seeking a highly motivated and skilled Financial Operations Specialist to join our growing team in Jacksonville, FL. The ideal candidate will have experience in loan processing and...
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Financial Document Specialist
1 month ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients worldwide.We are seeking a highly motivated and skilled Document Specialist to join our growing team in Jacksonville, FL 32224, USA.The estimated salary for this role is $25.01 per hour plus benefits.Job DescriptionThis position involves creating investor...
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Customer Service Associate
3 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAt Triad Financial Services, Inc., we are looking for a skilled and dynamic individual to join our loan servicing team as a Customer Service Associate. About the RoleThis is an in-office position that requires excellent verbal and written communication skills, including the ability to effectively communicate with internal and external...
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Financial Services Director
1 week ago
Jacksonville, Florida, United States Patrick & Raines CPAs Full timeOverviewPatrick & Raines CPAs is a growing full-service certified public accounting firm in Jacksonville, Florida. We've been privileged to provide CPA services to clients in various industries for over three decades.Salary and BenefitsThe estimated salary for this role is $85,000-$110,000 per year, depending on experience. Our firm offers excellent...