Financial Services Specialist

3 weeks ago


Oklahoma City, Oklahoma, United States WallStJobs Full time
About the Job

This Licensed Insurance Agent position is a great opportunity for those looking to build a career in financial services.

Responsibilities
  • Provide outstanding customer service to clients seeking insurance products.
  • Present and explain insurance policy options, including coverage, benefits, and premiums.
  • Customize insurance programs to suit individual client needs ensuring optimal coverage.
  • Provide exceptional customer service addressing inquiries, concerns, and policy changes promptly and professionally.
Requirements
  • Must hold one or more of the following insurance licenses: Life, Health, Property, Casualty.
  • Proven experience in insurance sales or a related field.
  • Excellent communication and interpersonal skills.
Perks and Benefits
  • A competitive base salary with an earning potential of up to $85K+/year.
  • Generous commissions and performance-based bonuses.
  • Company benefits including medical, dental, vision, and 401k.


  • Oklahoma City, Oklahoma, United States Oklahoma's Credit Union Full time

    Job SummaryOklahoma's Credit Union invites applications from skilled Financial Services Specialists who can deliver exceptional member service in a call center environment. As a key member of our team, you will provide comprehensive support to our members, addressing their needs and resolving their issues in a prompt and professional manner.This is an...


  • Oklahoma City, Oklahoma, United States VOAOK Full time

    We are seeking a highly organized and detail-oriented Financial Services Specialist to join our team in Oklahoma City, OK. As the ideal candidate, you will have excellent communication skills and be able to work independently with minimal supervision.The estimated salary for this position is $38,400 per year, based on a $15.00 hourly rate and 40 hours of...


  • Oklahoma City, Oklahoma, United States BOK Financial Full time

    Why Choose BOK Financial?BOK Financial Corporation Group is a leading provider of sophisticated financial solutions, committed to delivering exceptional customer experiences in a positive work environment. We are passionate about serving our communities and seeking a talented Commercial Lending Relationship Manager to join our team. This role offers a...


  • Oklahoma City, Oklahoma, United States Communication Federal Credit Union Full time

    About Our JobWe are seeking a highly skilled Multilingual Financial Service Specialist to join our team at Communication Federal Credit Union. As a key member of our operations, you will play a vital role in delivering exceptional member experiences by providing prompt, efficient, and courteous service.Your primary responsibility will be to process accurate...


  • Oklahoma City, Oklahoma, United States van blakes inc Full time

    Job OpportunityVan Blakes Inc. is hiring an Accounting Specialist to fill a critical role in our tax preparation department. As an experienced Tax Professional, you will be responsible for preparing complex tax returns and providing expert advice to our clients.About the PositionPreparation of individual and business tax returns using industry-leading...


  • Oklahoma City, Oklahoma, United States Meddys Full time

    Key ResponsibilitiesThe Financial Operations Specialist will maintain and manage accurate financial records, including general ledger entries, reconciliations, and financial statements. This role will also prepare monthly, quarterly, and annual financial reports for internal stakeholders and regulatory compliance, as well as analyze financial data to provide...


  • Oklahoma City, Oklahoma, United States WEOKIE Federal Credit Union Full time

    Job SummaryWEOKIE Federal Credit Union is looking for a highly skilled Financial Transaction Specialist to join our team. As a key member of our operations, you will be responsible for delivering exceptional customer service while accurately processing financial transactions. If you have a passion for numbers and possess strong analytical skills, we...


  • Oklahoma City, Oklahoma, United States Bobby Lewis - State Farm Agent Full time

    Job DescriptionPosition Overview: As a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance. Key responsibilities include using a customer-focused review process to educate customers about insurance options, working with the agent to establish...


  • Oklahoma City, Oklahoma, United States Globe Life Full time

    Unlock a fulfilling career with Globe Life, where you play a crucial role in securing the financial future of our customers. As a Financial Data Specialist, you will be responsible for ensuring timely and accurate application of premium payments for individual and group policies.About This RoleThis is a challenging position that requires attention to detail...


  • Oklahoma City, Oklahoma, United States Elevated Financial Benefits Full time

    Job OverviewElevated Financial Benefits is expanding its sales team in Oklahoma City and surrounding areas, and we're looking for a highly skilled Business Growth Specialist to join our ranks. As a Business Growth Specialist, you will play a crucial role in driving new business growth and expansion through effective sales strategies and techniques.Salary...


  • Oklahoma City, Oklahoma, United States Edward Jones Full time

    We're seeking a talented Financial Services Coordinator to join our team at Edward Jones. As a key member of our branch team, you'll play a vital role in delivering exceptional personalized service to our clients.This is an exciting opportunity to develop your skills and expertise in financial services, working closely with our experienced financial advisors...


  • Oklahoma City, Oklahoma, United States WEOKIE Federal Credit Union Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at WEOKIE Federal Credit Union.The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with members and provide exceptional service.About the RoleThis role is...


  • Oklahoma City, Oklahoma, United States Addison Group Full time

    **Job Title:** Financial Services RepresentativeWe are seeking a dedicated and customer-focused Financial Services Representative to join our team. In this role, you will be responsible for managing inbound and outbound calls to support customers struggling with mortgage payments.**About Our Client:** Our client is a leading mortgage servicer committed to...


  • Oklahoma City, Oklahoma, United States Edward Jones Full time

    **Edward Jones: A Career of Purpose and Growth**In this Branch Office Administrator role, you will be a vital part of the team that helps clients achieve their long-term financial goals. With a human-centered approach, we partner for positive impact to improve the lives of our clients and colleagues.We're proud to serve over seven million clients across the...


  • Oklahoma City, Oklahoma, United States Sunbeam Family Services, Inc. Full time

    Job SummaryWe are looking for a Support Services Specialist to provide administrative support to our team at Sunbeam Family Services, Inc. This is a unique opportunity to work in a dynamic environment where you can utilize your organizational and communication skills to contribute to the success of our organization.


  • Oklahoma City, Oklahoma, United States PROSPERITY BANK Full time

    Job OverviewProsperity Bank is a leading financial institution seeking a skilled and customer-oriented Teller to join our team. As a Teller, you will play a critical role in providing exceptional customer service and processing financial transactions with accuracy.Main Responsibilities:Transaction Processing: Process deposits, withdrawals, loan payments, and...

  • Social Worker

    3 weeks ago


    Oklahoma City, Oklahoma, United States Oklahoma Human Services Full time

    Family Services SpecialistThis position is located in Oklahoma City, Oklahoma.Oklahoma Human Services offers a unique opportunity to make a positive impact on the lives of children and families. As a Family Services Specialist, you will be responsible for providing services to help families overcome barriers that may put their children at risk. Your primary...


  • Oklahoma City, Oklahoma, United States Edward Jones Full time

    At Edward Jones, we're committed to building a place where everyone feels like they belong. We're seeking a talented Financial Services Associate to join our team as a Branch Office Administrator (BOA).The BOA role is an exciting opportunity to partner with Financial Advisors in helping clients achieve their long-term financial goals. With over 7 million...


  • Oklahoma City, Oklahoma, United States Sherrie Jefflo - State Farm Agent Full time

    Job OverviewThe Sherrie Jefflo - State Farm Agent is seeking a skilled Insurance and Financial Services Position to join our team. In this role, you will be responsible for developing and maintaining client relationships, providing comprehensive financial planning and insurance advice, and staying current with market trends and product offerings.Key...


  • Oklahoma City, Oklahoma, United States Fun Town RV Full time

    Job Title: RV Industry Financial Operations SpecialistEstimated Salary: $90,000 - $120,000 per yearThis role is responsible for managing the financial operations of the Parts and Warranty business within an assigned zone. The ideal candidate will have a strong analytical mindset and excellent communication skills.Key Responsibilities:Partner with the...