Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Specialist 20

Full-time

Primerica

At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact. 
Job Overview : 
We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company. 
Key Responsibilities: 
Lead Generation and Networking : Proactively generate leads through various channels, network with potential clients, and establish relationships within the community 
Sales, Calls, and Consultations : Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. 
Client Relationship Managemen t: Build and nurture long-term relationships with clients by providing ongoing financial advice and support. 
Marketing and Promotions : Collaborate with the marketing team to develop campaigns that drive interest in our financial services. 
Sales Targets : Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed. 
Client Education : Educate clients on the benefits of financial planning, life insurance, and investment products. 
Required Qualifications : Excellent communication and time management skills, with a focus on building long-term client partnerships. Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends, 
Preferred Qualification s: Valid Life Insurance and Investment License. Previous experience in the financial industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiations skills, with the ability to explain complex financial concepts simply. 
WHY JOIN US?
Flexible  Remote Work: Enjoy the convenience of working from anywhere.
Growth Opportunities : As part of a growing team you will have the chance to learn and advance in your career.
Supportive Environment: We believe in the power of teamwork and continuous development. 
Impactful Work : Help Families achieve financial security and independence. 

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Financial Specialist 20 in Houston, TX vacancy
  •  ...that places us at the center of a client’s financial life by focusing on asset management and...  ...solutions. Presidio is a team made up of 20 full-time employees comprised of 8...  ...Houston, TXThe Role The Private Investment Specialist will report to the Private Investment Operations... 
    Suggested
    Permanent employment
    Full time
    Work at office
    Local area

    Hightower Advisors

    Houston, TX
    1 day ago
  •  ...to the Director, Corporate Finance, this position will provide financial analysis to aid in the organization's capital raising efforts. The...  ...for a full shift. PHYSICAL DEMANDS • Ability to lift up to 20 lbs. as required in order to lift files, boxes and office equipment... 
    Suggested
    Casual work
    Work at office
    Local area
    Shift work

    NextDecade

    Houston, TX
    4 days ago
  •  ...One Federal Solution seeks an experienced and detail-oriented Financial Analyst to join our dynamic team in Houston, TX to support our Federal...  ...(OFS) is an innovative Professional Services provider with over 20 years of experience supporting Defense and Civilian agencies.... 
    Suggested

    One Federal Solution

    Houston, TX
    2 days ago
  •  ...billion endowment on behalf of Rice University, ranking in the top 20 endowments of private research universities (by market value)...  ...ago Houston, TX $101,000.00-$151,000.00 1 week ago Associate, Financial Planning & Analysis (FP&A) Houston, TX $110,000.00-$125,000.00 1... 
    Suggested
    Full time

    Rice Management Company

    Houston, TX
    2 days ago
  •  ...EMPLOYER: Fluence Energy, LLCTITLE: Senior Business System Analyst, Financial Planning & Platforms - Houston, TXRESPONSIBILITIES: Apply...  ...platformLOCATION: 11740 Katy Freeway, Suite 1400, Houston, Texas 77079 (20% remote work permitted). 10% domestic business travel to... 
    Suggested
    Full time
    Remote work
    Visa sponsorship
    Work visa

    Fluence Energy

    Houston, TX
    2 days ago
  • $44.6 per hour

     ...efficiently Analyze revenues, liabilities, credit conditions, and financial trends to forecast short-, medium-, and long-term cash flow...  ...and use of hands and arms Ability to occasionally lift/move up to 20 pounds Compliance Hybrid work environment — corporate office and... 
    Contract work
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Shift work
    2 days per week
    3 days per week

    Talentify

    Houston, TX
    3 days ago
  •  ...purpose of this position is to support all ELS functions by analyzing financial information for both short- and long-term business decisions....  ...maneuver to all areas of the office. Must be able to lift up to 20 pounds and carry up to 10 pounds. Must be able to bend, reach,... 
    Temporary work
    Work at office

    Bell Supply Company

    Houston, TX
    5 days ago
  •  ...successful candidate will be a key player in the organization’s financial planning and analysis functions. They will be responsible for consolidating...  ...Seldom Bend - Seldom Lift/carry over - 10 - 30 LBS Vision - 20/20 Corrected Vision Hearing - Receive detailed information if... 
    Work at office
    Local area
    Worldwide
    Flexible hours
    Night shift

    Quanta Services, Inc.

    Houston, TX
    5 days ago
  • $85k

    Job Title: Treasury Analyst, Cash Management/ Financial Analyst II Location: Houston, TX, USA 77077 (Hybrid) (onsite work on Wednesdays)...  ...hands and arms. Ability to occasionally lift and/or move up to 20 pounds. Work Environment: Hybrid work environment consisting... 
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    2 days per week
    3 days per week

    Spectraforce Technologies

    Houston, TX
    3 days ago
  •  ...business improvement. Partner with Operations leadership to deliver financial and strategic results through utilization of Financial Planning...  ...and arms. The employee must occasionally lift and/or move up to 20 pounds. Work Environment This position can be performed... 
    Work experience placement
    Local area
    Worldwide

    Sysco

    Houston, TX
    6 days ago
  •  ...Goods Sold (COGS) insights, portfolio performance analysis, and financial projections to support daily operations and strategic initiatives...  ...(3 days in office/2 days remote). Occasional travel (up to 20%) may be required. Working Conditions ~ Primarily office-based... 
    Temporary work
    Seasonal work
    Work at office
    Remote work

    BKV Corporation

    Houston, TX
    5 days ago
  •  ...Description The Financial Planning & Analysis Associate plays a critical role in both corporate and project-level financial planning,...  ...from one worksite to another, Adjusting or moving objects up to 20 pounds in all directions, repeating motions that may include... 

    ENERGYRE SERVICES LLC

    Houston, TX
    2 days ago
  •  ...extended periods during computer-based work. Ability to stand and walk intermittently throughout the workday. Occasional lifting of up to 20 pounds.Occasional travel to other offices or meeting locations. Environmental Conditions Primarily climate-controlled office... 
    Permanent employment
    Temporary work
    Work at office
    Immediate start
    Visa sponsorship

    Dashiell Corporation

    Houston, TX
    5 days ago
  •  ...Wealth Group are independent Registered Investment Advisory firms located in Houston, TX. We specialize in helping clients work toward financial independence, preserve wealth, and plan for future generations. Our team is committed to providing thoughtful, high-quality... 
    Work at office

    Valmark Financial Group

    Houston, TX
    7 days ago
  • $177.48k

    JOB REQUISITIONWorkday Financials Associate DirectorLOCATIONDALLASADDITIONAL LOCATION(S)ATLANTA - PEACHTREE RD, AUSTIN, CHARLOTTE, CHICAGO,...  ...(CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Protiviti

    Houston, TX
    3 days ago
  •  ...Finance Specialist Location: Onsite – Houston, TX Job Responsibilities Review and reconcile Accounts Receivable (AR) records. Process Accounts Payable (AP), including invoices, freight, customs duties, petty cash, and employee expense reports. Prepare and... 

    Foxconn Industrial Internet

    Houston, TX
    4 days ago
  • $20.54 - $29.42 per hour

    Herzing University is looking for a Financial Aid Advisor to assist a diverse student population. The role includes guiding students through...  ...a comprehensive benefits package and a salary range from $20.54 to $29.42 per hour, depending on the level of the position.... 
    Remote job
    Hourly pay

    Herzing University

    Houston, TX
    3 days ago
  • $20 - $21 per hour

    Job Title: Financial Solutions Representative I Job Type: Full-Time Department Hours: Monday - Friday 8:00 AM - 8:00 PM; Saturday 8:00 AM...  ...: Virginia Beach, VA / Houston, TX / Tooele, UT Hiring Range: $20 - $21 per hour (Higher compensation may be considered based on... 
    Hourly pay
    Full time
    Monday to Friday

    Chartway Credit Union

    Houston, TX
    5 days ago
  •  ...teams, the role develops market views, evaluates trading opportunities, and leverages advanced analytics to support physical and financial trading decisions across North American natural gas markets.Key Job ResponsibilitiesMonitor natural gas market fundamentals, pricing... 
    Full time
    Relocation
    Visa sponsorship
    Work visa

    Chevron Oil Company

    Houston, TX
    3 days ago
  • Financial Analyst IIIJob#: 3054547Job Description:Financial Analyst IIILocation: Houston, Texas (Hybrid)Role OverviewAn experienced analyst is sought to support Gas Engineering and Regulated Operations teams. This position is responsible for capital planning, budgeting,... 
    Work at office
    Night shift

    Apex Systems

    Houston, TX
    1 day ago
  •  ...ask for an accommodation or an alternative application process. Financial Planning and Analysis Analyst Full Time Professional Houston, TX...  ...performance. Culture is the secret ingredient to Main Street’s 20 years of success as a publicly traded principal investment firm... 
    Full time
    Temporary work
    Work at office
    Immediate start

    Main St. Capital Corporation

    Houston, TX
    5 days ago
  •  ...operational efficiency. The Senior Billing Analyst leverages analytical skills, system expertise, and business acumen to support financial reporting, audit requirements, and strategic initiatives. Key Responsibilities Billing Operations Manage end-to-end billing... 
    Full time
    Contract work

    Wellbore Integrity Solutions Careers

    Houston, TX
    a month ago
  •  ...Responsibilities: Build and maintain project finance and corporate financial models to support financings, acquisitions, and strategic...  ...reach with hands and arms, walk; lift push or pull objects up to 20 pounds. Must be able to handle long periods of screen time and... 
    Work at office
    Flexible hours

    REV Renewables

    Houston, TX
    4 days ago
  •  ...Financial CoordinatorThe Financial Coordinator is responsible for coordinating and supporting the department's day-to-day financial operations. This position assists with budget administration, financial reporting, invoice processing, reconciliations, procurement coordination... 
    Contract work
    Work at office
    Local area
    Afternoon shift
    Early shift

    Harris County

    Houston, TX
    1 day ago
  • $18.32 - $23.51 per hour

     ...Department :A&F Business Services Salary : $18.32 - $23.51 Description : Coordinates the financial operations of a unit in a college or division. May oversee the activities of clerical financial support personnel. 1. Maintains and reconciles financial accounts and monitors... 
    Work at office

    University Of Houston

    Houston, TX
    4 days ago
  • Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles. Shad and his team at Robert Half is working with a nationwide provider of fuel, lubricant, chemical, and logistics solutions serving commercial, industrial, transportation, energy, marine, and mining...
    Work from home

    Robert Half

    Houston, TX
    4 days ago
  •  ...Department: Business Operations Salary: Commensurate with experience and education Description: The Financial Coordinator provides professional-level fiscal, analytical, and support for assigned areas by overseeing business operations, including submitting transactional... 
    Work at office

    University of Houston System

    Houston, TX
    2 days ago
  •  ...meet today's needs and transition to more sustainable solutions. Purpose:The FP&A Analyst II in the Americas regional team supports financial planning, forecasting, budgeting, management reporting, cash flow and working capital analysis, and continuous improvement of... 
    Full time
    Work at office
    Shift work

    Worley

    Houston, TX
    1 day ago
  • $100k - $110k

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    MUFG

    Houston, TX
    3 days ago
  •  ...As a Senior Financial Analyst, you will serve as a strategic partner to business leaders across the organization. This role sits at the intersection of deep financial analysis and business strategy, translating large, complex data sets into clear, actionable insights that... 
    Work at office

    alliantgroup, LP

    Houston, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Specialist 20. Be the first to apply!