Financial Services Account Manager
3 days ago
We are looking for a skilled Financial Services Account Manager to join our team. In this role, you will be responsible for managing client relationships, generating sales, and driving revenue growth through effective financial solutions.
Responsibilities- Manage client relationships to identify opportunities for upselling and cross-selling.
- Develop and execute sales strategies to achieve quarterly targets.
- Maintain accurate records in our CRM system to ensure seamless sales processes.
- Collaborate with internal teams to ensure a seamless client experience.
- Two or more years of experience in sales and account management, preferably in the financial services industry.
- Proven track record of meeting or exceeding sales targets.
- Excellent communication and interpersonal skills.
- Familiarity with CRM systems and MS Office Suite.
- Competitive compensation package, including salary and commission.
- Benefits, including health insurance, 401(k), and professional development opportunities.
- Opportunity to work in a dynamic and fast-paced environment.
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Financial Management Professional
4 weeks ago
Laguna Hills, California, United States Prelude Corporation Full timeJob SummaryThe Prelude Corporation seeks a skilled Senior Accountant to join our team. As a key member of our finance department, you will play a pivotal role in managing financial activities and ensuring compliance with accounting principles and regulations.About the RoleThis is a challenging and rewarding opportunity for an experienced accountant to take...
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Financial Accountant Specialist
4 weeks ago
El Dorado Hills, California, United States Creative Financial Staffing Full timeJob Summary:At Creative Financial Staffing, we are seeking a skilled Financial Accountant Specialist to join our team. As a key member of our accounting department, you will play a vital role in preparing and maintaining financial records to track the organization's assets, liabilities, profit, and loss.In this position, you will be responsible for...
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Financial Services Representative
2 weeks ago
Laguna Beach, California, United States Global Financial Impact Full timeAbout Global Financial Impact, we help everyday families get financially educated and provide valuable services to the community. Salary: $36,000 - $125,000 per year (uncapped, 100% production-based pay). We seek highly motivated and competent business partners to become financial professionals and provide services that meet clients' needs. Job...
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Financial Services Leader
3 days ago
Laguna Hills, California, United States Foster Region - Modern Woodmen of America Full timeJob OverviewWe are seeking a motivated and results-driven Financial Services Leader to join our team in the Foster Region of Modern Woodmen of America. As a key player in our organization, you will be responsible for leading our financial services team, driving revenue growth, and developing talent.Key ResponsibilitiesLead and manage a team of financial...
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Financial Portfolio Administrator
5 days ago
Laguna Hills, California, United States Identified Talent Solutions Full timeAbout the OpportunityWe are seeking a seasoned Servicing Escrow Manager to lead our loan servicing operations and drive business growth at Identified Talent Solutions. As a key member of our team, you will be responsible for ensuring seamless financial processes and making a significant impact on our company's reputation. The Impact You'll MakeAs our...
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Accounting Manager
7 days ago
Beverly Hills, California, United States Noesis Group, Inc. Full timeNoesis Group, Inc. is seeking a highly skilled Accounting Manager - Financial Specialist to join our dynamic team in Beverly Hills, California.We offer a competitive salary of $80,000 - $110,000 per annum, depending on experience.Job Description:This role provides direct support to management and offers exposure to all aspects of the real estate industry,...
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Financial Services Associate
4 weeks ago
Laguna Hills, California, United States Edward Jones Full timeCompany OverviewAt Edward Jones, we're committed to building a workplace that's inclusive and equitable for all. Our associates are the heart of our organization, and we believe in creating an environment where everyone feels valued and respected.About the RoleThis Branch Office Administrator position is a critical part of our team, working closely with...
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Senior Financial Expert
4 days ago
Laguna Hills, California, United States Prelude Corporation Full timeJob OverviewWe estimate the annual salary for this position to be around $95,000-$110,000 based on national averages and industry standards. As a Senior Accountant at Prelude Corporation, you will report directly to the Chief Financial Officer and work closely with the Revenue Cycle Management team to ensure accurate financial statements and compliance with...
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Financial Operations Manager
4 weeks ago
Woodland Hills, California, United States AccrueTalent Full timeJob OverviewWe are seeking a highly skilled Financial Operations Manager to lead our property accounting team. This is an exciting opportunity to take on a key role in managing financial operations for real estate assets.This role offers the opportunity to make a significant impact on our financial processes and ensure accuracy in all property-related...
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Division Financial Services Specialist
5 days ago
Laguna Hills, California, United States Farmers Insurance Division 86 Full timeAbout the JobThe Division Financial Services Agent will partner with our 100 independent Farmers Insurance Agents to offer Life and Financial Services solutions. This role is ideal for those seeking a challenging opportunity to grow their career in financial services, working with a sophisticated product offering that encompasses basic family protection and...
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Financial Operations Specialist
4 weeks ago
Laguna Woods, California, United States Village Management Services, Inc Full timeVillage Management Services, Inc., a mutual-benefit nonprofit corporation, seeks a skilled Financial Analyst to join their team in Laguna Woods Village. This dynamic role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.Job SummaryThe Financial Analyst will be responsible for developing and...
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Insurance Financial Services Representative
7 days ago
Laguna Hills, California, United States Farmers Insurance Division 86 Full timeJob SummaryWe are seeking an experienced Insurance Financial Services Representative to join our team at Farmers Insurance Division 86. This role will involve working closely with our independent agents to offer Life and Financial Services solutions to clients.
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Financial Services Advisor
2 days ago
Laguna Hills, California, United States APFSC Full timeRevenue Growth OpportunitiesAt FIMAC, we're committed to delivering exceptional results and exceeding our sales targets. As an Inside Sales Representative, you'll play a crucial role in achieving our ambitious revenue growth objectives. With a strong focus on customer satisfaction and a competitive salary and commission structure, you'll have the opportunity...
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Financial Services Agent Partner
4 days ago
Laguna Hills, California, United States Farmers Insurance Division 86 Full timeFarmers Insurance Division 86 is dedicated to supporting our independent agents and providing them with the tools they need to succeed. As a Division Financial Services Agent (FSA), you will have the opportunity to work closely with these agents to offer Life and Financial Services solutions to their clients.ResponsibilitiesYour primary responsibility will...
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Division Financial Services Professional
7 days ago
Laguna Hills, California, United States Farmers Insurance Division 86 Full timeAt Farmers Insurance Division 86, we are committed to helping you build a strong and profitable Farmers Insurance & Financial Services Agency. We aim to provide a solid foundation and equip you with adequate tools to market, sell, and service ALL of Farmers Insurance Group's product lines.Job OverviewThe Division Financial Services Agent (FSA) role offers an...
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Financial Accountancy Professional
2 days ago
Woodland Hills, California, United States Goldman, Magdalin, Straatsma LLP Full timeKey Responsibilities:We are seeking an experienced Financial Accountancy Professional to provide financial, administrative and clerical services.The ideal candidate will have a solid understanding of basic accounting principles, fair credit practices and collection regulations.Send bill reminders to clients with outstanding payments and contact them for past...
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Laguna Hills, California, United States Farmers Insurance Division 86 Full timeEstimated Salary: $70,000 - $100,000 per yearAbout UsFarmers Insurance Division 86 is a leading provider of life and financial services solutions. We are committed to helping our agents build strong and profitable businesses.Job SummaryWe are seeking a highly motivated Financial Services Business Development Specialist to join our team. As a key member of...
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Senior Corporate Financial Planner
5 days ago
Laguna Woods, California, United States Village Management Services, Inc Full timeJob DescriptionVillage Management Services, Inc. is seeking a qualified Senior Corporate Financial Planner to join our team.This role involves developing and maintaining annual and long-range organization budgets for the GR Foundation and all housing mutual corporations.The ideal candidate will have a strong background in finance or accounting, with...
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Financial Analyst
3 days ago
Laguna Woods, California, United States Village Management Services, Inc Full time**Job Summary:**We are seeking a skilled Financial Analyst - Budget Planning to join our team at Village Management Services, Inc. in Laguna Woods Village.This role will be responsible for developing and maintaining annual and long-range organization budgets for the GR Foundation and all housing mutual corporations. The ideal candidate will have experience...
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Corporate Financial Coordinator
7 days ago
Laguna Woods, California, United States Village Management Services, Inc Full timeAbout the JobVillage Management Services, Inc. is seeking a highly skilled Corporate Financial Coordinator to join our team in Laguna Woods Village.As a Corporate Financial Coordinator, you will be responsible for providing financial planning and analysis support to our organization. You will assist in developing and implementing systems and procedures for...