Financial Product Specialist

16 hours ago


Portland, United States Expert Seekers Training Full time
Unlock Your Potential as a Financial Product Specialist

At Expert Seekers Training, we're committed to helping you succeed in your career. As a Financial Product Specialist, you'll have the opportunity to work with a distinguished team recognized by industry leaders and make a real impact in the financial services industry.

Key Benefits:

  • Competitive Earnings: Potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120 days.
  • Flexible Schedule: Focus intensively over 3-4 days weekly, allowing you to balance your work and personal life.
  • Robust Training: Access our interactive online system, designed to help you develop the skills and knowledge you need to succeed.
  • Vetted Leads: Engage with pre-qualified prospects, giving you the best chance to close deals and achieve your goals.
  • Expedited Payments: Rapid commission disbursement, so you can focus on what matters most - growing your business.
  • State-of-the-art Tools: Utilize cutting-edge technology at zero cost, giving you a competitive edge in the market.
  • Continuous Guidance: Mentorship from experienced professionals, helping you navigate the industry and achieve your goals.
  • Travel Rewards: Annual, fully-funded international trips, providing you with opportunities to explore new destinations and expand your network.

Responsibilities:

As a Financial Product Specialist, you'll be responsible for partnering closely with mentors and colleagues to interact with prospects nationwide, guiding them through insurance options via phone and virtual meetings. You'll utilize specialized tools to customize solutions and finalize sales within a rapid 72-hour window.

Requirements:

  • Integrity: Uphold ethical principles in all interactions, ensuring that you maintain the highest level of professionalism and integrity.
  • Motivation: Commitment to continuous self-improvement, driving you to stay ahead of the curve and achieve your goals.
  • Adaptability: Openness to learning and growth through mentorship, allowing you to adapt to new situations and challenges.

Ready to Take the Next Step?

If you're a motivated and ambitious individual with a passion for the financial services industry, we want to hear from you. Send us your resume and explain why you believe you're a perfect fit for this role. We look forward to hearing from you



  • Portland, Oregon, United States Creative Financial Staffing Full time

    Financial Operations Specialist **About the Opportunity** Creative Financial Staffing is seeking a skilled Accounting Specialist to join our team in SE Portland. As a reputable non-profit organization, we are committed to delivering impactful services and making a difference in our community. **Responsibilities** * Manage Accounts Payable (A/P), Accounts...


  • Portland, United States Expert Seekers Training Full time

    Job DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...

  • Financial Analyst

    2 days ago


    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounting Specialist OpportunityWe are seeking a highly skilled Accounting Specialist to join our team at Creative Financial Staffing. As an Accounting Specialist, you will play a critical role in managing our financial operations, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Manage Accounts Payable (A/P), Accounts...


  • Portland, Maine, United States OneMain Financial Full time

    Job Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships...


  • Portland, Oregon, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive menu of financial services to credit union clients. This employment opportunity at Alliant Credit Union in the Pacific Northwest presents a chance to join the Investment Program as a Financial Advisor associated with LPL Financial.The Investment...


  • Portland, Oregon, United States LPL Financial Full time

    Financial Advisor OpportunityAbout the Role:LPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Alliant Credit Union in the Pacific Northwest would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial.Key...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Transformative Opportunity in Financial LeadershipWe are a dynamic staffing agency, Creative Financial Staffing, seeking a seasoned Senior Accountant to spearhead our financial operations. As a key member of our team, you will play a pivotal role in driving our growth and shaping our financial future.Key Responsibilities:Financial Visionary: Oversee our...


  • Portland, Oregon, United States LPL Financial Full time

    Financial Advisor OpportunityAbout the RoleLPL Financial, a leading provider of investment services, is partnering with Alliant Credit Union to offer a unique opportunity for a Financial Advisor to join their team. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a comprehensive...


  • Portland, Oregon, United States LPL Financial Full time

    Financial Advisor OpportunityAbout the RoleLPL Financial, a leading provider of investment services, is partnering with Alliant Credit Union to offer a unique opportunity for a Financial Advisor to join their team. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a comprehensive...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Exciting Opportunity for a Full Cycle BookkeeperCreative Financial Staffing is seeking a highly skilled Full Cycle Bookkeeper to join our client's team in Portland. As a key member of the accounting team, you will be responsible for handling all financial transactions, ensuring accuracy and compliance with regulations.Key Responsibilities:Manage journal...


  • Portland, Oregon, United States LPL Financial Full time

    Unlock a World of Opportunities in Financial ServicesAbout the RoleLPL Financial collaborates with credit unions to provide a wide range of financial services to their clients. This exceptional opportunity at Alliant Credit Union in the Pacific Northwest invites you to become part of the Investment Program team as a Financial Advisor linked with LPL...


  • Portland, Oregon, United States LPL Financial Full time

    Position Overview:As a Financial Advisor with LPL Financial, you will be part of a dynamic team at Alliant Credit Union, dedicated to providing comprehensive financial solutions to our members. This role offers a unique opportunity to leverage the credit union's extensive referral network and member base to build a successful practice.Key Responsibilities:-...


  • Portland, Oregon, United States CV Resources Full time

    Financial Management Specialist **Job Summary:** CV Resources is partnering with a local manufacturing institution to find their next Financial Management Specialist. This role will play a critical part in the financial management and operations of the company. The ideal candidate will have a strong background in accounting and finance, with experience in...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is managing a high-priority search to identify a Full Cycle Bookkeeper for our client, a leader in their industry located in Portland.Key Responsibilities:Handle all journal entries and bank reconciliations.Prepare and file state sales tax for 5 jurisdictions, ensuring compliance with all regulations.Manage...


  • Portland, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    In the Role  Deliver results related to...


  • Portland, Maine, United States OneMain Financial Full time

    Job SummaryAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan...


  • Portland, Oregon, United States Trilon Group Full time

    {"title": "Billing Specialist", "description": "About the RoleAlta Planning + Design is seeking a skilled Billing Specialist to join our team in Portland, OR. As a key member of our operations team, you will play a crucial role in ensuring accurate financial reporting and efficient project management.Key ResponsibilitiesGenerate and review invoices and...


  • Portland, Oregon, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistCreative Financial Staffing is seeking an experienced Accounts Payable Specialist to join their team in NE Portland. As an Accounts Payable Specialist, you will be responsible for processing and managing financial transactions, ensuring accuracy and timeliness in data entry and records management.Key Responsibilities:Process and...


  • Portland, Oregon, United States Mac's List Full time

    Job Title: Nonprofit Financial SpecialistWe are seeking a highly skilled and experienced Nonprofit Financial Specialist to join our team. As a key member of our financial team, you will be responsible for managing the financial operations of our nonprofit clients, ensuring accurate and timely financial reporting, and providing exceptional customer...


  • South Portland, Maine, United States Waterfall Technology Consulting Partners Full time

    Advanced Client Solutions SpecialistThis role is responsible for connecting clients with the breadth of solutions that the financial institution offers to help achieve their financial goals.Key Responsibilities:Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to...