Financial Services Specialist

5 days ago


Jacksonville, Florida, United States Bankers Life Full time
About the Role

Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.

Key Responsibilities
  • Build and maintain strong client relationships, providing guidance and solutions to help families achieve financial freedom.
  • Gain expertise through sponsored course work and proprietary agent development training.
  • Guide clients through important financial decisions, using the latest software and product illustrations.
  • Take ownership of your career, mastering your craft and excelling in Financial Services.
What We Offer
  • Hybrid experience with flexible in-office schedules.
  • Pre-licensing training and support for state exams.
  • Award-winning training and development programs.
  • Advancement opportunities within our local branch structure.
  • Securities licensing support and resources.
Requirements
  • Informative and driven individual with strong relationship-building and communication skills.
  • Ability to present complicated concepts effectively and maintain uncompromising principles.
  • Self-motivated and competitive, with a strong entrepreneurial spirit.
About Us

Bankers Life has a rich history dating back to 1879, and we remain true to our heritage of strength, stability, and service. We are recognized for our diversity efforts and as a best midsize employer for 2022.

Compensation and Benefits
  • Commission structure designed to grow with you.
  • Renewable income and bonus programs.
  • Fully paid insurance licensing and professional development opportunities.
  • Retirement savings program.


  • Jacksonville, Florida, United States First Command Financial Services Full time

    Position Overview:As a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored advice and strategic planning.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve...


  • Jacksonville, Florida, United States First Command Financial Services, Inc Full time

    About UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Triad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Appraisal Desk Coordinator to join our team. This is a full-time position located in our Jacksonville, FL office. We offer a strong hourly pay rate with a range from $25 to $28, based on...


  • Jacksonville, Florida, United States PNC Financial Services Group Full time

    About the RolePNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesLoan Solutions: Recommend loan solutions that meet clients' requirements and adhere to lending...


  • Jacksonville, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job SummaryWe are seeking a highly motivated and skilled Financial Services Associate to join our team at Triad Financial Services Inc. The ideal candidate will have experience in customer service in the finance/mortgage industry and possess excellent verbal and written communication skills.Key ResponsibilitiesCommunicate with parties to the transaction to...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job SummaryWe are seeking a highly motivated and skilled Financial Services Associate to join our team at Triad Financial Services Inc. The ideal candidate will have experience in customer service, loan origination processes, and procedures.Key ResponsibilitiesCommunicate with clients and stakeholders to update them on loan statusProcess loan applications in...


  • Jacksonville, Florida, United States Global Channel Management Full time

    Position Overview:As a Customer Relationship Specialist in Financial Services, you will play a crucial role in enhancing customer satisfaction and loyalty. Key Qualifications:- 1-3 years of experience in customer service, support, or sales within the financial or banking sector.- Onsite presence is required.- Strong work ethic and self-motivated, with the...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Position OverviewWe are seeking a dedicated professional to join our team at Triad Financial Services, Inc. This role is pivotal in supporting our financial decision-making processes through comprehensive analysis and reporting.Key Responsibilities:Conduct thorough analysis of financial data and develop robust financial models to aid in strategic...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Triad Financial Services, Inc. is a prominent provider of financial solutions, catering to clients across the nation. We are in search of a dedicated and proficient Correspondence Specialist who possesses outstanding communication and writing abilities, along with experience in the manufactured home or mortgage servicing sectors, to become a valuable member...


  • Jacksonville, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewFinancial Treasury SpecialistLHH Recruitment Solutions is currently seeking a Financial Treasury Specialist to enhance our client's financial services division. We are looking for an experienced professional with a robust background in general ledger accounting and a commitment to financial integrity. This position is crucial for ensuring the...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Job SummaryTriad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Quality Assurance Specialist to join our Mortgage Originations team in a corporate setting.Key Responsibilities:Monitor and analyze phone calls to ensure compliance with regulatory...


  • Jacksonville, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is collaborating with a prominent non-profit organization seeking to enhance their financial team in Jacksonville, FL by adding a Financial Operations Specialist.Role Summary:The Financial Operations Specialist will undertake a comprehensive array of conventional accounting responsibilities alongside grant-related...


  • Jacksonville, Florida, United States Ennis, Pellum & Assoc, CPAs Full time

    Position OverviewSalary: CompetitiveRole Summary:We are currently seeking a dedicated Financial Accounting Specialist to join our team at Ennis, Pellum & Assoc, CPAs. The Accounting Services Division provides essential accounting support and oversight, consulting on financial software, and delivering various services for small to medium-sized enterprises...


  • Jacksonville, Florida, United States THE LAW OFFICE OF RAYMOND J. GOSEN Full time

    Job Summary:We are seeking a highly skilled Financial Record Specialist to join our team at The Law Office of Raymond J. Gosen. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, accounts payable and receivable, and preparing financial statements, payroll, invoicing, and tax...


  • Jacksonville, Florida, United States Bureau of Naval Personnel Full time

    Job Title:Financial Management SpecialistCompany:Bureau of Naval PersonnelJob Summary:We are seeking a highly skilled Financial Management Specialist to join our team. As a key member of our financial management team, you will be responsible for performing studies, providing information and interpreting standards of organizational budgetary, accounting, or...


  • Jacksonville, Florida, United States Bureau of Naval Personnel Full time

    Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at the Bureau of Naval Personnel. As a Financial Management Specialist, you will be responsible for ensuring the accuracy and validity of monetary entitlements associated with expenses claimed and authorized on a travel claim.Key ResponsibilitiesDevelop and implement...


  • Jacksonville, Florida, United States Nemours Children's Health Full time

    Position Overview Nemours Children's Health is in search of a Financial Grant Specialist to become a vital part of our finance team. The Financial Grant Specialist will oversee the fiscal analysis, documentation, and reconciliation across four key sectors: (1) Nemours Biomedical Research (including Federal and non-Federal grants/subcontracts,...


  • Jacksonville, Florida, United States Volt Full time

    Volt Workforce Solutions is currently seeking a Financial Planning and Analysis Specialist for a full-time, contract-to-hire opportunity. This role is crucial for providing financial insights that support strategic decision-making and enhance operational efficiency.Key Responsibilities:As a Financial Planning and Analysis Specialist, your responsibilities...


  • Jacksonville, Florida, United States augmentjobs Full time

    Job OverviewPosition Summary: We are looking for a dedicated and knowledgeable Financial Advisory Specialist to become a part of our innovative team at AugmentJobs. The ideal candidate will play a crucial role in delivering tailored financial guidance, crafting personalized financial strategies, and assisting clients in navigating intricate financial...