Financial Services Specialist

3 weeks ago


Orlando, Florida, United States Equitable Advisors Full time

Job Description

Equitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals build fulfilling futures. We are currently seeking a Retirement Benefits Group (RBG) Financial Professional to join our team.

The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication skills. As an RBG Financial Professional, you will be responsible for providing education and guidance to individuals who work for public schools, colleges, universities, hospitals, nonprofit organizations, and municipal governments.

Key Responsibilities:

  • Provide financial products and services to clients
  • Develop and maintain relationships with clients
  • Stay up-to-date on industry developments and trends

Requirements

A four-year college degree is preferred, but not required. You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.

Benefits of working with Equitable Advisors:

  • Competitive compensation package
  • Personalized and comprehensive training and support
  • Sponsorship and coaching to obtain required licenses
  • Opportunities for advancement and management

We are an Equal Opportunity Employer and welcome applications from diverse candidates.



  • Orlando, Florida, United States CAR Financial Full time

    Job OpportunityAt CAR Financial Services, we are seeking a skilled professional to join our team as a Collections Analyst. This role is ideal for individuals who are detail-oriented, have strong analytical skills, and are proficient in Microsoft Excel.Responsibilities:- Collect and analyze data on delinquent automotive loan accounts- Perform daily portfolio...


  • Orlando, Florida, United States CAR Financial Full time

    Job OpportunityCAR Financial Services is a leading provider of financial services for independent auto dealers, seeking a skilled Collections Analyst to join our team.We offer a range of benefits, including Paid Time Off and a 401(k) match, as well as a dynamic work environment with opportunities for growth and development.The successful candidate will be...


  • Orlando, Florida, United States CAR Financial Full time

    Job OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsPerform data entry of automotive retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback process to...


  • Orlando, Florida, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...


  • Orlando, Florida, United States CAR Financial Full time

    Job OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsProcess and enter retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback processMaintain open...


  • Orlando, Florida, United States Olsen Financial Group Full time

    Job OverviewWe are seeking highly motivated professionals to join our team at Olsen Financial Group as a Financial Security Specialist. As a key member of our team, you will play a vital role in helping families protect their most valuable assets and build a secure financial future.Key ResponsibilitiesAssist clients in identifying and addressing their...


  • Orlando, Florida, United States Amscot Financial Full time

    Job OverviewAmscot Financial is seeking a motivated and hard-working Financial Services Associate to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide excellent customer service and support to clientsAssist with financial transactions and...


  • Orlando, Florida, United States Addition Financial Full time

    About Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...


  • Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...


  • Orlando, Florida, United States CAR Financial Full time

    Job OverviewAccounts Receivable SpecialistCAR Financial Services, a premier provider of cash flow enhancement solutions, is in search of a dedicated account analyst. We offer competitive benefits, Paid Time Off, and a 401(k) matching program.- No weekend or evening shifts required.Key Responsibilities:- Manage collections for over 30 delinquent automotive...


  • Orlando, Florida, United States OneMain Financial Full time

    Job Title: Bilingual Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Bilingual Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver results-driven sales performance, meeting...


  • Orlando, Florida, United States Equitable Full time

    About UsEquitable Advisors is a leading firm in the financial services and insurance industry, dedicated to helping individuals build fulfilling futures. Our mission is grounded in stability, innovative solutions, and a commitment to our clients.Job OpportunityWe are seeking a Retirement Benefits Group (RBG) Financial Professional to join our team. This role...


  • Orlando, Florida, United States Bankers Life Full time

    Unlock Your Potential in Financial ServicesBankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Financial Professionals. We offer award-winning training, access to mentors, and a flexible workday that can be tailored to your lifestyle.Key Responsibilities:Build and maintain a client base...


  • Orlando, Florida, United States OneMain Financial Full time

    Job SummaryAt OneMain Financial, we empower customers to achieve their financial goals by providing access to responsible credit and financial solutions. As a Consumer Loan Sales Specialist, you will play a critical role in delivering exceptional customer experiences and driving sales growth.Key ResponsibilitiesDevelop and maintain relationships with...


  • Orlando, Florida, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Bilingual Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Our client, a global leader in innovative technology, is seeking a Senior Billing Specialist to join their team. As a Senior Billing Specialist, you will be responsible for processing daily sales orders, generating invoices and credits, and managing service contracts. You will also be responsible for monitoring the month-end checklist and performing all...


  • Orlando, Florida, United States The Hahnlen Agency Full time

    Job DescriptionJob DescriptionUnlock Your Potential in the Financial Services IndustryWe are seeking highly motivated individuals to join our team at The Hahnlen Agency as a Sales Specialist. This is a 1099/commission-based position that offers a unique opportunity for career growth and financial success.Benefits of Working with Us:- 100% remote work...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Accounting Manager Opportunity:Creative Financial Staffing is seeking an experienced and highly motivated Accounting Manager to join their growing division. As the Accounting Manager, you will be responsible for overseeing the accounting and financial reporting operations.This is a full-time position and will report to the Director of Corporate Accounting...


  • Orlando, Florida, United States QuinStreet Full time

    Job OverviewQuinStreet is a leading provider of financial solutions, and we're seeking a skilled Financial Solutions Specialist to join our team. As a Loan Matching Expert, you will play a critical role in connecting consumers with the right financial products to meet their needs.Key Responsibilities:Handle inbound/outbound calls from consumers seeking...


  • Orlando, Florida, United States Charles Schwab Full time

    Empowering Client SuccessAt Charles Schwab, we're committed to helping clients own their financial futures. As a Client Financial Guidance Specialist, you'll play a vital role in providing personalized financial guidance to our clients. This exciting role offers the opportunity to form lasting relationships built on trust, respect, and a shared goal of...