Financial Services Specialist

3 weeks ago


Frisco, Texas, United States New York Life Full time
Join Our Team

We are seeking a highly motivated and skilled individual to join our team as a Financial Services Specialist. This role offers an excellent opportunity for career growth and financial rewards.

Key Responsibilities:
  • To provide expert advice to clients on a range of financial products and services.
  • To develop and maintain strong relationships with clients and prospects.
  • To work closely with other teams to deliver exceptional customer service.

As a successful Financial Services Specialist, you will benefit from a competitive salary and bonuses, as well as ongoing training and development opportunities.

Requirements:
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Able to work independently and as part of a team.
  • Uncompromising integrity and ability to communicate complex ideas.

Estimated salary: $70,000 - $110,000 per year (dependent on experience).



  • Frisco, Texas, United States PrideStaff Full time

    PrideStaff is a reputable staffing organization dedicated to delivering exceptional results for our clients. As a Financial Services Specialist, you will play a key role in supporting our clients' financial needs, ensuring accurate and timely processing of transactions.Key AccountabilitiesManage accounts payable and accounts receivable processesAnalyze and...


  • Frisco, Texas, United States Creative Financial Investments LLC Full time

    About the RoleAs a Financial Services Agent, you will be responsible for selling insurance policies, providing brokerage services, and delivering exceptional customer service. This hybrid role combines sales, financial planning, and coaching to help clients achieve their financial goals.We provide weekly training to sharpen your skills, and you'll be coached...


  • Frisco, Texas, United States Creative Financial Investments LLC Full time

    Creative Financial Investments LLC is seeking a skilled Insurance Sales Representative to join our team. As a sales agent, you will be responsible for selling insurance policies and providing brokerage services to our clients.The successful candidate will have excellent communication and interpersonal skills, as well as the ability to build and maintain...


  • Frisco, Texas, United States PrideStaff Full time

    Business Financial SpecialistWe are looking for a highly skilled Business Financial Specialist to join our team in Frisco.Estimated Salary: $50-58K per yearResponsibilities include A/R, Collections, A/P, Bank reconciliation, Budgeting, and Financial presentation.Key Requirements:1-2 years of experience in accounting.Excellent organizational and time...


  • Frisco, Texas, United States Global Financial Impact Full time

    About Global Financial ImpactGlobal Financial Impact is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and results, and we are seeking like-minded individuals to join us in this mission.Why Join Us?*...


  • Frisco, Texas, United States Tubre Family Financial Full time

    Unlock Your PotentialTubre Family Financial is a client-focused, technology-driven firm that empowers you to excel in the field of life insurance sales. We believe you shouldn't have to choose between professional success and personal freedom.We're looking for passionate individuals to join our team as life insurance sales agents. Whether you're kickstarting...


  • Frisco, Texas, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    A rewarding career in financial services awaits!Role Overview:This position offers a unique blend of flexibility, stability, and lucrative earning potential. As a remote insurance sales representative, you will connect with prospective clients, educate them on their options, and assist them in applying for appropriate coverages. Our comprehensive training...


  • Frisco, Texas, United States Thomas Edwards Group Full time

    About the RoleWe are seeking a highly skilled Financial Accounting Specialist to join our team in Frisco. As an Assistant Controller, you will be responsible for providing technical accounting support to our client's finance department.Key ResponsibilitiesAssist with financial statement preparation and analysis.Provide technical accounting guidance on...


  • Frisco, Texas, United States Hilltop Holdings Full time

    About the JobPlainsCapital Bank is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional customer service, processing financial transactions, and assisting with more complex transactions.ResponsibilitiesCustomer Service: Provide prompt and friendly service...


  • Frisco, Texas, United States Rustman Agency Full time

    We are currently hiring for the position of Life Insurance Agent Representative at Rustman Agency. As a Financial Services Advisor, you will be responsible for providing life insurance information and quotes to clients who have already expressed interest in purchasing a policy.This role requires a high level of motivation and a willingness to learn. We will...


  • Frisco, Texas, United States Lumina Financial Solutions Full time

    We are seeking highly motivated individuals to join our team as Life Insurance Specialists at Lumina Financial Solutions. Our company has been recognized for its fast growth and excellent culture, making it an ideal place to launch your career in the insurance industry.The estimated salary for this position is $75-150K per year, depending on performance and...


  • Frisco, Texas, United States Fabio Fernandez - State Farm Agent Full time

    Job Title: Customer Service SpecialistEstimated Salary: $55,000 - $75,000 per yearCompany OverviewFabio Fernandez - State Farm Agent is a leading insurance agency seeking a highly skilled Customer Service Specialist to join our team. We market only State Farm insurance and financial service products, and we are committed to providing exceptional customer...


  • Frisco, Texas, United States Wintrust Financial Full time

    About UsWintrust Asset Finance is a leading equipment-focused financing group, offering sophisticated loan and lease products to commercial companies nationwide. Our affiliation with Wintrust, a financial services company with over $62 billion in assets, underscores our commitment to providing expert solutions across various industries.Why Choose This...


  • Frisco, Texas, United States Baker Tilly Full time

    OverviewBaker Tilly is a leading advisory, tax, and assurance firm with a global presence. We offer clients a unique advantage through our coast-to-coast capabilities in the U.S. and major financial centers worldwide.We operate through an alternative practice structure, adhering to the AICPA Code of Professional Conduct and relevant laws, regulations, and...

  • Financial Analyst

    2 weeks ago


    Frisco, Texas, United States PrideStaff Full time

    Job OverviewPrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. As an Accounting Specialist with our client in Frisco, you will play a key role in ensuring the financial accuracy and integrity of their operations.Compensation: $50-58K per annum, based on experience and qualifications.We...


  • Frisco, Texas, United States Global Financial Impact - Brian Garcia Full time

    BenefitsWe offer an array of benefits designed to support your personal and professional growth, including:Unlimited earning potential through a performance-based pay structure.Ongoing training and development opportunities to enhance your skills and expertise.Autonomy to manage your own business and build a loyal client base.Opportunities for advancement...


  • Frisco, Texas, United States PFS - Frisco, TX Full time

    PFS - Frisco, TX is seeking a highly skilled and results-driven Financial Services Representative to join our team. As a representative, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.The ideal candidate will possess excellent customer service skills, a strong entrepreneurial mindset, and the ability...


  • Frisco, Texas, United States Shifflett & Philips Full time

    Job OverviewShifflett & Philips, a boutique CPA firm, seeks an experienced senior bookkeeper to provide financial support to clients in various industries. Key responsibilities include managing general ledger accounting, processing bank account reviews, preparing financial statements, and utilizing QuickBooks for clients.The ideal candidate will possess a...


  • Frisco, Texas, United States The Stewart Organization Full time

    Job Overview: The Stewart Organization is hiring an experienced Printer Service Specialist to provide exceptional field service support in the Dallas/Fort Worth metro area. As a Printer Service Specialist, you will work on a variety of printer models, including Canon and HP office equipment products.Key Responsibilities:Establish a positive reputation for...

  • Sales Representative

    2 weeks ago


    Frisco, Texas, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Build a Stable Financial Future as a Sales RepresentativeAbout the Role: As a Sales Representative with The Kind Agency, you will have the opportunity to work from home and build a stable financial future. This role offers 100% flexibility in scheduling, allowing you to balance your personal life while earning a significant income.Job...