Financial Product Specialist
3 days ago
Napoli Financial is seeking a Financial Product Specialist to join our team. In this role, you will be responsible for helping clients find the best financial products to meet their needs.
The estimated salary for this position is $70,000 - $120,000 per year, depending on experience and performance. Our company offers a commission-only structure with incentives, bonuses, and no caps or quotas.
To be successful in this role, you will need to have excellent communication and sales skills, as well as the ability to work independently and as part of a team. We take a personal interest in each and every one of our clients, and believe that knowing their wants and needs is the foundation to recommending the best financial strategies.
In this role, you will be responsible for:
- Helping clients identify their financial goals and objectives
- Recommending the best financial product to meet the client's needs
- Filling out paperwork and submitting applications
We offer a range of benefits, including paid vacations and travel opportunities, tons of training and support, and in-house leads. Our clients send in handwritten forms, instant internet forms, and call into us, so we do not cold call.
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Chief Financial Operations Specialist
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeFor a family-owned and operated company that values its employees, community involvement, and philanthropic ventures, we are seeking a skilled Chief Financial Operations Specialist. With 10 companies across technology, service, and engineered products industries, this is an excellent opportunity to work with a family that prioritizes employee satisfaction...
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Financial Operations Specialist
3 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeOur client is seeking a highly skilled Financial Operations Specialist to join their team in Denver, CO
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Application Fulfillment Specialist
4 weeks ago
Houston, Texas, United States Covr Financial Technologies Full timeJob Title:Application Fulfillment Specialist - Covr Financial TechnologiesAbout the Role:We are seeking a skilled Application Fulfillment Specialist to join our team at Covr Financial Technologies. In this role, you will be responsible for facilitating insurance applications for clients through their financial advisors.Key Responsibilities:Communicate with...
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Financial Services Sales Specialist
7 hours ago
Houston, Texas, United States OneMain Financial Full timeWe are looking for a skilled Financial Services Sales Specialist - Loan Solutions to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for developing new relationships, presenting financial solutions, and growing your career within our organization.Our ideal candidate has a strong passion for sales, excellent...
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Financial Reporting Specialist
3 days ago
Houston, Texas, United States Elevate Human Capital Full timeSenior Financial Reporting SpecialistElevate Human Capital is seeking a highly skilled Senior Financial Reporting Specialist to join our team. This role will be based in the NW Houston area and requires a strong understanding of accounting theory, cost accounting concepts, and applications of principles (GAAP). The ideal candidate will have 5-8 years of cost...
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Financial Services Specialist
2 weeks ago
Houston, Texas, United States New York Life - Houston Full timeNew York Life - Houston is seeking a talented Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a key role in helping clients achieve their financial goals through our life insurance products and services.The estimated salary for this position is $70,000 - $90,000 per year, depending on experience and...
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Financial Operations Specialist
5 days ago
Houston, Texas, United States YMC Royalty Full timeJob OverviewAs a Financial Operations Specialist at YMC Royalty, you will play a crucial role in managing the financial aspects of our oil & gas exploration and production activities, as well as real estate investments. This is an exciting opportunity to leverage your accounting expertise across both sectors, providing a unique blend of skills that will...
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Global Financial Impact Career
2 days ago
Houston, Texas, United States Global Financial Impact - Brian Garcia Full timeAbout UsGlobal Financial Impact - Brian Garcia is a reputable organization dedicated to providing exceptional financial services. Our goal is to empower individuals and businesses to achieve financial stability and growth.Job SummaryWe are seeking a Remote Financial Services Specialist to join our team. This is a part-time opportunity with a range of $36,000...
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Financial Operations Coordinator
3 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Accounts Payable Specialist RoleAt Creative Financial Staffing, we are seeking an experienced Accounts Payable Specialist to manage our accounts payable processes for multiple entities. This is a unique opportunity for someone who is detail-oriented and enjoys working with numbers.Key Responsibilities:Manage accounts payable for multiple entities,...
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Financial Product Sales Representative
3 days ago
Houston, Texas, United States Napoli Financial Full timeOverviewWe're looking for driven individuals to succeed in our multi-million dollar company. As a Life Insurance Sales Representative, you'll work independently with minimal supervision.Key Responsibilities:Make sales calls to potential clients.Book appointments to meet with clients.Help clients find the best insurance product for their needs.Fulfill...
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Financial Services Representative
22 hours ago
Houston, Texas, United States OneMain Financial Full timeWe are seeking a highly motivated Financial Services Representative to join our team at OneMain Financial. In this role, you will have the opportunity to work with customers to provide them with the financial solutions they need to achieve their goals.About the JobAs a Financial Services Representative, you will be responsible for delivering results related...
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Financial Specialist
22 hours ago
Houston, Texas, United States COBRA INDUSTRIAL ACTIVITIES INC Full timeJob Title: Financial SpecialistWe are seeking a detail-oriented and organized Financial Specialist to join our team at COBRA INDUSTRIAL ACTIVITIES INC.The ideal candidate will have a strong understanding of accounting principles, excellent mathematical and analytical skills, and experience in financial record-keeping and analysis.Estimated Salary...
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Financial Services Agent Role
7 days ago
Houston, Texas, United States Smart Financial Full timeAbout the RoleWe are seeking a skilled Financial Services Agent to join our team at Smart Financial Credit Union. This role requires a strong understanding of financial services and exceptional customer service skills.The ideal candidate will have a minimum of one year up to three years of similar or related experience, including preparatory experience, and...
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Senior Accounts Payable Specialist
5 days ago
Houston, Texas, United States Creative Financial Staffing Full timeJob Title: Senior Accounts Payable SpecialistRole Summary:The Creative Financial Staffing team seeks a highly skilled Senior Accounts Payable Specialist to oversee daily AP operations and ensure compliance with financial regulations.Key Responsibilities:Review and approve invoices for proper documentation and codingMaintain organized financial records and...
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Financial Operations Specialist
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeJob Summary:We are seeking a skilled Financial Analyst to join our team in the Galleria Area. This role involves providing financial and accounting support, offering detailed financial analysis, and ensuring the financial health and regulatory compliance of our organization.This position requires strong analytical skills, with the ability to analyze...
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Financial Operations Lead
5 days ago
Houston, Texas, United States Creative Financial Staffing Full timeThe Investment Accounting Specialist will be responsible for overseeing day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. The estimated salary for this position is $140,000 - $190,000 per year.Key Responsibilities:Financial Management:Prepare and review financial statements, ensuring accuracy and...
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Policies and Benefits Specialist
7 days ago
Houston, Texas, United States Smart Financial Full timeJob DescriptionAs a Policies and Benefits Specialist at Smart Financial Credit Union, you will be responsible for selling customized insurance products to existing members, company leads, referrals, and incoming inquiries / requests for quotes.The ideal candidate will have proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and...
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Financial Security Specialist
5 days ago
Houston, Texas, United States New York Life - Houston General Office Full timeAbout the Role:New York Life - Houston General Office is seeking a Financial Security Specialist to join our team. As an Insurance Consultant, you will be responsible for developing sales strategies, assessing client needs, and recommending suitable insurance products. Key Responsibilities:Meet with clients to understand their financial goals and risk...
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Accounts Payable Specialist TX
3 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Company and OpportunityCreative Financial Staffing is seeking an experienced Accounts Payable Specialist to manage accounts payable for multiple entities. This role involves reconciliations, data entry, and ensuring timely payment of invoices.Job DescriptionThis position requires strong organizational skills and attention to detail. The ideal...
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Financial Collections Specialist
4 weeks ago
Houston, Texas, United States Stellantis Financial Services US Full timeStellantis Financial Services (SFS) is a leading finance company for one of the world's most renowned automakers, offering exciting opportunities for career advancement in a rapidly growing industry. As a key player in shaping products and services from a small to midsize company in just a few years, we invite you to join our world-class team and contribute...