Top 106 Financial specialist Jobs in Vernon, Ca

Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —San Dimas, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- No experience needed
- Business development
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Care Specialist
HRC Fertility Management —Encino, CA
- $25 - $30 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Quick Apply
Financial Care Specialist
HRC Fertility Management —Encino, CA
- $23 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Quick Apply
BSA Compliance Specialist Credit Union - Part-time - EXPERIENCE REQUIRED TO APPLY!
Addvantage Credit Union Staffing —Los Angeles, CA
- $25 an hour
- Temporary
- Research
- Mid-level
- Office
Quick Apply
Underwriting Specialist OR Executive Underwriter - Cyber and Technology E&O
Zurich Insurance Company Ltd. —Los Angeles, CA
- $87,200 - $188,700 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Presentation skills
- Flexible schedule
Financial Professional
New York Life —Glendale, CA
- $87,429 - $104,245 a year
- Full-time
- Hybrid work
- Office
- Entry level
- Health savings account
- Health insurance
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Chinese Speaking Financial Service Professional/Financial Advisor * No OPT
New York Life —Los Angeles, CA
- $60,000 - $80,000 a year
- Full-time
- Bachelor of Science
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
1d
Financial Clearance Specialist III
IMC Ltd —Irwindale, CA
- $30 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Work from home
- Employee discount
Quick Apply
Financial Clearance Specialist III - PreArrival - Full Time 8 Hour Days (Non-Exempt) (Non-Union)
USC —Los Angeles, CA
- $25.00 - $39.69 an hour
- 8 hour shift
- Medical office experience
- HIPAA
- Research
Lung Transplant Financial Services Specialist
Cedars-Sinai —Los Angeles, CA
- $29.60 - $45.88 an hour
- 8 hour shift
- Computer science
- Computer Science
- Hospital
- Health insurance
- 403(b)
Financial Clearance Specialist IV - Admitting - Full Time 8 Hour Variable Shift (Non Union)
USC —Los Angeles, CA
- $26 - $34 an hour
- 8 hour shift
- Background check
- Medical office experience
- HIPAA
Financial Aid Specialist (Restricted Funds)
Mt. San Antonio College —Walnut, CA
- $69,637.92 - $88,877.52 a year
- Multiple hires
- Mid-level
- Driver's License
- Math
Advanced Therapies Benefits Specialist (Financial Clearance)
Shields Advanced Therapies —Los Angeles, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
Quick Apply
Accounts Receivable and Vendor Masterfile Specialist - Financial Services Department
Archdiocese of LA —Los Angeles, CA
- $77,712 - $97,140 a year
- Full-time
- Spanish
- Microsoft Excel
- CPA
Quick Apply
Financial Specialist
FNS, INC —Torrance, CA
- $58,000 - $62,000 a year
- Full-time
- ERP systems
- English
- Mid-level
- Disability insurance
- Dental insurance
Quick Apply
BSA QC Specialist
Preferred Bank —El Monte, CA
- $80,000 - $95,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply
Data Specialist, Production Finance Systems
Sony Pictures Entertainment Inc. —Culver City, CA
- $88,000 - $110,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Mid-level

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financial specialist jobs near vernon, ca

Financial Services Professional

American Legacy Solutions -
West Covina, CA

Quick Apply

Job Details

Permanent | Full-time
$70,000 - $200,000 a year

Qualifications

Customer communication

Full Job Description

Job Summary
We are seeking a motivated and dynamic Financial Professional to join our team. In this role, you will be responsible for providing financial guidance and support to clients, helping them navigate their financial goals and making informed decisions. You will leverage your sales skills and financial knowledge to build strong relationships with clients, ensuring their needs are met with tailored solutions.

Duties

Engage in outside sales activities to attract new clients and expand the customer base.
Utilize negotiation skills to close deals and secure client commitments.
Conduct thorough analysis of clients' financial situations to provide personalized recommendations.
Assist clients with insurance sales, benefits administration, and overall financial planning.
Maintain effective communication with clients, ensuring they are informed about their options and any changes in the market.
Provide exceptional customer service throughout the client relationship, addressing inquiries and concerns promptly.
Collaborate with marketing teams to develop strategies that promote financial products and services.
Document all sales activity and client interactions accurately for sales administration purposes.
Stay updated on industry trends, regulations (including HIPAA), and best practices in financial services.

Experience

Proven experience in outside sales or retail sales is preferred.
Strong negotiation skills with a track record of successful deal closures.
Familiarity with insurance sales and benefits administration is a plus.
Bilingual or multilingual candidates are highly desirable for effective communication with diverse clientele.
Excellent communication skills, both verbal and written, are essential for building rapport with clients.
Experience in telemarketing or customer service roles will be beneficial in understanding client needs.
Strong analytical skills to assess client situations and recommend appropriate solutions. Join us as a Financial Professional where you can make a meaningful impact on clients' lives while growing your career in the finance industry!

Job Types: Full-time, Permanent

Pay: $70,000.00 - $200,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial specialist jobs in vernon, ca

Financial Services Professional

Financial Professional/Fast Track to Management

Financial Services Professional

Financial Care Specialist

Financial Care Specialist

BSA Compliance Specialist Credit Union - Part-time - EXPERIENCE REQUIRED TO APPLY!

Underwriting Specialist OR Executive Underwriter - Cyber and Technology E&O

Financial Professional

Compliance Specialist Senior Wealth Management

Chinese Speaking Financial Service Professional/Financial Advisor * No OPT

Financial Clearance Specialist III

Financial Clearance Specialist III - PreArrival - Full Time 8 Hour Days (Non-Exempt) (Non-Union)

Lung Transplant Financial Services Specialist

Financial Clearance Specialist IV - Admitting - Full Time 8 Hour Variable Shift (Non Union)

Financial Aid Specialist (Restricted Funds)

Advanced Therapies Benefits Specialist (Financial Clearance)

Accounts Receivable and Vendor Masterfile Specialist - Financial Services Department

Financial Specialist

BSA QC Specialist

Data Specialist, Production Finance Systems

I want to receive the latest job alert for financial specialist in vernon, ca

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