Financial Planning Specialist
7 days ago
This is a REMOTE POSITION, allowing you to work from home or any location of your choice. As a Financial Planning Specialist, you will be responsible for:
- Call prospects to schedule appointments
- Prepare quotes with upline and carriers
- Present Quotes to Clients
- Assist clients with the application process
- Consult openly and honestly with mentors and leaders
- Maintain healthy relationships with clients, carriers, and leaders
The ideal candidate will have a strong moral compass, willingness to grow both personally and professionally, and a positive attitude. We offer a competitive salary range of $40,000 - $80,000 per year, depending on experience, plus unlimited earning potential through our 100% commission structure.
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Financial Solutions Specialist
1 week ago
Colorado Springs, Colorado, United States OneMain Financial Full timeAbout the RoleWe are seeking a skilled Financial Solutions Specialist to join our team at OneMain Financial. This role offers an excellent opportunity for career growth and development, with a competitive salary and benefits package.Job SummaryThe Financial Solutions Specialist will be responsible for delivering exceptional customer service and providing...
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Consumer Loan Product Specialist
7 days ago
Colorado Springs, Colorado, United States OneMain Financial Full timeUnlock your potential as a Consumer Loan Sales Specialist at OneMain Financial, where you'll empower customers with financial solutions and drive business growth.About the OpportunityWork directly with customers to understand their financial needs and provide personalized solutions Develop strong relationships with customers and local businesses to drive...
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Retirement Planning Specialist
2 weeks ago
Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeJob OverviewMyFederalRetirementWerks is seeking a skilled Retirement Planning Specialist to work with Federal Employees and Staff in the Government Sector. The ideal candidate will have a strong understanding of the Federal market and be able to develop and implement customized retirement plans for clients.Average annual income potential:...
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Federal Retirement Planning Specialist
1 week ago
Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeCompany OverviewMyFedRetirementWerks provides financial education, retirement planning and insurance services to Federal Employees/Staff.We believe that financial guidance is more than just selling products; it's the pursuit of a total understanding of each client's goals, family issues, and current tax and estate picture. This allows us to create and...
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Financial Operations Specialist
2 weeks ago
Colorado Springs, Colorado, United States Vladimir Jones Full timeJob Title: Financial Operations SpecialistWe are seeking a detail-oriented and organized individual to join our finance and administrative team as a Financial Operations Specialist. The successful candidate will be responsible for managing basic accounts receivable aging, processing accounts payable entries, and handling various office administration...
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Transform Lives as a Financial Advisor
6 days ago
Colorado Springs, Colorado, United States Meron Financial Agency Full timeDiscover Your PotentialAt Meron Financial Agency, we believe that everyone deserves to live their best life, free from financial stress. That's why we're dedicated to helping our clients achieve their financial goals through personalized consulting services.Job SummaryThis is an exciting opportunity for a motivated individual to join our team as a Financial...
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Financial Accounting Specialist
4 weeks ago
Colorado Springs, Colorado, United States RowCal Full timeAbout the RoleWe are seeking an experienced Financial Accounting Specialist to join our team at RowCal, a fast-growing HOA and Property Management company.As a key member of our accounting department, you will play a vital role in ensuring the financial well-being of our communities.The successful candidate will be responsible for overseeing the financial...
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Financial Services Specialist
3 weeks ago
Colorado Springs, Colorado, United States First Source LLC Full timeAbout the Role:As a Financial Services Specialist at First Source LLC, you will play a vital role in helping customers manage their financial situations and find tailored payment solutions. This position requires strong communication skills, problem-solving abilities, and a commitment to professionalism.Key Responsibilities:Engage with customers to assess...
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Financial Freedom Entrepreneur
7 days ago
Colorado Springs, Colorado, United States MacDonald Financial Solutions Full timeWhy Join Us:\At MacDonald Financial Solutions, we are passionate about creating an entrepreneurial platform for both personal producers who desire a six-figure income and builders who want to create a passive income stream with no ceiling. Our company culture is supportive and innovative, providing top-tier training to help you succeed in an ever-changing...
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Future Planning Specialist
4 weeks ago
Colorado Springs, Colorado, United States Department of Defense Full timeAre you a seasoned operations professional looking for a challenging role? Do you have experience leading teams and overseeing complex projects? We are seeking a talented Future Planning Specialist to join our team at the Department of Defense.As a key member of our team, you will provide strategic direction for programs involving informational and cognitive...
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Federal Retirement Planning Specialist
7 days ago
Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeAbout the JobThis role offers a unique opportunity to help federal employees achieve their financial goals while earning a competitive income. As a commissioned sales agent, you will be responsible for providing life insurance sales and retirement planning services to our clients.Key Highlights:Estimated annual salary: $120,000+Virtual appointments with...
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Financial Operations Specialist
2 weeks ago
Colorado Springs, Colorado, United States Compass Group USA Full timeJob Summary:We are seeking a skilled Financial Operations Specialist to join our team. In this role, you will be responsible for performing administrative and accounting duties, including processing payroll and submitting human resources forms.Essential Duties and Responsibilities:Process vendor payables, prepare and submit payment requests, and transfer...
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Retirement Planning and Insurance Specialist
7 days ago
Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeAbout the PositionWe are seeking a dedicated and detail-oriented Life Insurance Agent for Federal Employees to join our team at MyFederalRetirementWerks. As an agent, you will work with Federal Employees/Staff to provide life insurance sales and retirement planning services.Salary: $120K+Key ResponsibilitiesSales of Life Insurance Policies to Federal...
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Financial Services Coordinator
6 days ago
Colorado Springs, Colorado, United States OakStar Bank Full timeOakStar Bank is seeking a highly skilled and experienced Bank Teller Specialist to join our team. As a Bank Teller Specialist, you will play a key role in ensuring the smooth operation of our bank's teller operations.About the RoleAs a Bank Teller Specialist, you will be responsible for handling customer transactions, including deposits, withdrawals, and...
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Retirement Planning Advisor
7 days ago
Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeAre you passionate about helping others achieve their long-term life goals? Do you have excellent communication skills and a passion for financial education and insurance?We are seeking a Retirement Planning Advisor to join our team at MyFederalRetirementWerks. As a Retirement Planning Advisor, you will be responsible for selling Life Insurance Sales (and...
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Colorado Springs, Colorado, United States MyFedRetirementWerks Full timeAbout the RoleThis is a commission-only position that offers a unique chance to earn a lucrative income by selling life insurance policies to Federal Employees/Staff. As a representative of MyFederalRetirementWerks, you will be responsible for providing personalized retirement planning services, including financial education and insurance solutions.To...
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Accounting Team Member
1 week ago
Colorado Springs, Colorado, United States Pikes Peak Financial Group Full timeAbout the PositionWe are seeking an experienced Bookkeeper/Payroll Specialist to join our accounting team at Pikes Peak Financial Group. The ideal candidate will have a strong background in bookkeeping and payroll administration, excellent communication skills, and a keen eye for detail.ResponsibilitiesProcess multi-state payrolls timely and accurately,...
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Renewal Business Growth Specialist
1 month ago
Colorado Springs, Colorado, United States Elevated Financial Benefits Full timeJob OverviewWe are seeking a motivated and growth-oriented Renewal Business Growth Specialist to join our team in Colorado Springs and surrounding areas.This role offers an exceptional opportunity for rapid income growth and advancement, driven by our proven sales system and unlimited earning potential.
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Financial Solutions Specialist
2 weeks ago
Colorado Springs, Colorado, United States Disability Solutions Full timeAbout Disability SolutionsWe provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Role OverviewThis Merrill Financial Solutions Advisor will provide experienced advisors with the opportunity to...
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Sales Growth Specialist
1 week ago
Colorado Springs, Colorado, United States Elevated Financial Benefits Full timeAbout Elevated Financial BenefitsWe are a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has consistently averaged 31% growth year after year for the last 17 years, expanding from 2 reps in Minneapolis to over 300+ reps in 12 states.We operate in a business-to-business sales environment with unlimited...