Financial Product Specialist
$140kExpert Seekers Training
Begin Your Career Journey as a Financial Product Specialist Join 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 days. What Makes Us Different: Adjustable Schedule: Focus intensively over 3-4 days weekly. Robust Training: Access our interactive online system. Vetted Leads: Engage with pre-qualified prospects. Continuous Guidance: Mentorship from experienced professionals. Travel Rewards: Annual, fully-funded international trips. Escape the confines of traditional offices and commutes. Our model emphasizes productivity and personal satisfaction. Responsibilities: Partner closely with mentors and colleagues to interact with prospects nationwide, guiding them through insurance options via phone and virtual meetings. Utilize specialized tools to customize solutions and finalize sales within a rapid 72-hour window. Key Characteristics: Integrity: Uphold ethical principles in all interactions. Motivation: Commitment to continuous self-improvement. Adaptability: Openness to learning and growth through mentorship. Ready to Join? If you demonstrate professionalism and an entrepreneurial mindset, send us your resume. Explain why you believe you're a perfect fit for this position. Please note: This role is a 1099 independent contractor position. Seniority level Entry level Employment type Full-time Job function Sales and Business Development Industries Financial Services, Software Development, and Technology, Information and Internet Referrals increase your chances of interviewing at Expert Seekers Training by 2x Get notified about new Product Specialist jobs in Katy, TX . #J-18808-Ljbffr Expert Seekers Training
- ...Financial Aid and Eligibility Specialist The Financial Aid and Eligibility Specialist provides superior customer service to applicants seeking financial... ...customer service skills Maintain excellent productive working relationships with all business partners to ensure...SuggestedWork experience placement
- Engineering Design Systems, Inc in Katy, TX is seeking a Financial Aid and Eligibility Specialist to provide exceptional customer service to applicants seeking financial aid assistance. The role involves processing applications, determining eligibility, and maintaining...Suggested
$13.5 per hour
CROSSMARK is seeking a part-time Associate for in-store food and non-food demonstrations in Katy, Texas. This role involves engaging consumers, preparing, and serving food samples while maintaining a professional appearance. Candidates should possess a high school diploma...SuggestedHourly payPart timeLocal area- ...record of delivering high-impact results year-over-yearExcellent written, verbal, listening and presentation skillsAbility to analyze financial data, prepare financial reports, statements and projectionsAbility to formulate, initiate, administer policies and procedures for...SuggestedFull time
- ...The Senior Financial Analyst is responsible for the accuracy and integrity of the organization's financial records in accordance with GAAP. Reporting to the Controller, this role leads the monthly close cycle, prepares and reviews journal entries and account reconciliations...SuggestedMonday to FridayDay shift
- ...leave, holidays, and wellness plan.Job Function / PurposeThe Financial Analyst is responsible for supporting the consolidation, budgeting... ...plan and spend tracking.Supports FP & A team through B-Pack production, Trade Review slide support, CapEx management and tracking,...Work at office
- ...Academy Sports + Outdoors in Katy, Texas, is seeking a Financial Analyst to be responsible for planning and forecasting processes. Candidates must have a Bachelor's degree in Accounting or Finance and three years of experience. You will analyze financial data, produce...
- Inframark, LLC in Katy, Texas is seeking a Financial Analyst to support budgeting, forecasting, and reporting. This role requires 3-5 years of experience in finance or accounting and proficiency in Microsoft Office and ERP systems like NetSuite. The position involves generating...Work at office
- ...About the Role Job Title: Senior Financial Planning & Analysis (FP&A) Analyst Job Summary We are seeking an experienced Senior Financial Planning & Analysis (FP&A) Analyst to join our team in Katy, Texas. In this high-impact role, you will be a key player in shaping our...Local area
$150k - $350k
Job DescriptionIt’s about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others... ..., and proactively market Frost Banking and Wealth Management products and services. Here, you’ll have the freedom and flexibility to...Full time- Katy Independent School District in Katy, Texas, is hiring a Clerk - Financial Elementary Cluster to provide end-to-end financial support for assigned campuses, including deposits, requisitions, invoicing, and monthly reporting. The role requires accuracy, responsiveness...Full timeImmediate start
- ...of delivering high-impact results year-over-year Excellent written, verbal, listening and presentation skills Ability to analyze financial data, prepare financial reports, statements and projections Ability to formulate, initiate, administer policies and procedures...Work experience placement
- ...The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the finance organization, responsible for driving the company's budgeting, forecasting, and financial performance reporting. Reporting directly to the VP of Finance, this role partners closely with...Weekly payFlexible hours
- Academy Sports + Outdoors is seeking an FP&A professional to support annual planning and monthly forecasting, partnering with internal teams to translate data into actionable insights. You will deliver weekly and monthly executive reporting, consolidate plans and forecasts...
- A financial services company in Katy, Texas is seeking a Senior Financial Planning & Analysis (FP&A) Analyst. This role involves shaping financial strategies through analysis, forecasting, and presentation to leadership. Candidates should have over 5 years of relevant experience...
- Pilot Thomas Logistics seeks a Senior Financial Analyst to lead the monthly close in Katy, TX. This role will prepare journal entries, maintain the general ledger, and deliver timely management reports under GAAP. You will partner with Finance, Operations, and Payroll to...
- ...Overview Launch your financial services career with an organization that positively impacts thousands of families and communities each... ...positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our...Local area
- Greystar Worldwide, LLC is seeking an Assistant Community Manager in Katy, TX to assist the Community Manager with financial and operational tasks at an apartment community. You will handle rent collection, deposits, invoicing, and financial reporting using leading property...Worldwide
- ...efficiently processing cash transactions for clients as needed. Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...Flexible hoursWeekend work
$103k - $158k
...moving and transforming water, reducing energy consumption, and enhancing quality of life for people.As our new Warranty Quality Financial Analyst, you will be leading warranty chain management initiatives that directly reduce warranty costs and rates, while championing...Work from homeVisa sponsorshipWork visaFlexible hours- ...maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs... ...achieving sales targets and promoting the credit union's products and services. The team member will work closely with other team...Work at officeShift work
- ...Wealth Management in Texas is seeking a Wealth Advisor I to help clients build financial plans and deliver sound advice. You will support retirement planning, investments, and related products, while nurturing lasting client relationships with integrity and excellence....
- Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply a consultative, needs-based approach to risk management and financial planning while supporting agency growth...Flexible hours
- A fraternal financial services organization in Katy, Texas seeks Financial Representatives to help individuals achieve their financial goals. This role involves providing tailored financial plans, building long-term relationships, and delivering impactful financial services...
- ...bilingual service in English and Spanish. You will help customers open accounts, process transactions, and promote bank products to meet financial needs. The role requires 3 years of relevant sales or customer service experience or an Associate/Bachelor degree, with high...Full time
- Inframark is seeking a Bilingual Customer Service Representative I (Finance) in our Katy, Texas office. You will handle incoming calls and requests from customers, process orders, and coordinate with internal teams to ensure accurate billing and service delivery. The role...Work at office
- ...while delivering exceptional service. In this role you will develop relationships, identify sales opportunities, and cross-sell bank products. The position requires excellent communication, organizational skills, and the ability to work with a team and meet sales goals....Full time
$18 per hour
...membership and solicits new members to utilize various credit union products and services. The qualified candidate will need to have a... ...Fort Worth, San Antonio, and Austin markets. As a progressive financial institution with more than $3 billion in assets and over 190,0...Hourly payFull timeTemporary work- ...focused banking associate to educate customers on self-service options and assist with transactions. You will process cash, discuss financial goals, and connect clients with lending, investments, and small business experts. The role emphasizes risk culture, compliance,...Weekend work
- ...Banker for the Morton Ranch location in Katy, TX. The PB will work with existing members and solicit new members to use credit union products and services, while meeting monthly goals and cross-selling opportunities. The ideal candidate has 1-3 years of sales and customer...Full time
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