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

Financial Specialist 19

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 19 in Odessa, TX vacancy
  • $42k

     ...Position Details Position Information Working Title Financial Aid Specialist Position Status Full Time Department Enrollment Services General Summary The Financial Aid Specialist is responsible for administering and processing state and federal... 
    Suggested
    Full time
    Summer work

    Odessa College

    Odessa, TX
    2 days ago
  • $67k - $77.5k

     ...Job Title: Financial Analyst Location: United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building... 
    Suggested
    Remote work
    Flexible hours

    GrabJobs

    Odessa, TX
    2 days ago
  • $100k

     ...Financial Advisor – K–12 Retirement Specialist (403b/457b)Empower Educators. Build Your Business. Make an Impact.Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors... 
    Suggested
    Full time

    Teacher's Pension and Insurance Services

    Odessa, TX
    5 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor in Odessa, Texas, who will provide comprehensive financial planning and investment solutions to individual clients. Candidates should have at least 2 years of experience in a financial services role, possess required... 
    Suggested

    Aumni

    Odessa, TX
    7 hours ago
  •  ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is...  ...successful and are willing to help you do so.Get the support of specialists from every facet of the organization—such as business... 
    Suggested

    Thrivent Financial for Lutherans

    Odessa, TX
    2 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Odessa, TX
    3 days ago
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Odessa, TX
    2 days ago
  • JPMorganChase in the United States is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and expanding the client base across a range of investment... 

    JPMorganChase

    Odessa, TX
    6 days ago
  •  ...Financial ProfessionalLocation: City, TX, 00000Salary: $30000.0 - $60000.0/yearExperience: 2 Year(s)At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services... 
    Contract work
    Work at office

    Staff My Agency

    Odessa, TX
    3 days ago
  • $108k

     ...balances during transition Assist with audit support schedules and responses to external auditor requests in connection with annual financial statement audits Assist with documentation of workflows, identifying control gaps, and implementing accounting process... 
    Contract work
    Work at office
    Local area
    Remote work

    GrabJobs

    Odessa, TX
    4 days ago
  • $120k - $130k

     ...Apply by September 15 | $120,000-$130,000 base + equity THE OPPORTUNITY Join a team that's changing financial services Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms... 
    Currently hiring
    Remote work
    Shift work

    GrabJobs

    Odessa, TX
    5 days ago
  •  ...the home office on project-related accounting & procurement activities. The Jr. Project Accountant helps ensure accurate and timely financial reporting and supports the overall efficiency of project accounting operations.Duties and ResponsibilitiesAssist with processing &... 
    Hourly pay
    For subcontractor
    Work at office
    Local area
    Relocation
    Home office

    Gemma Power Systems

    Odessa, TX
    3 days ago
  • $85k

     ...maintenance of adequate accounting records and a comprehensive set of internal controls. Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system. Coordinate more complex accounting projects... 
    Permanent employment
    Full time
    Work at office
    Local area
    Monday to Friday

    VIKING RECRUITING RESOURCES

    Odessa, TX
    16 hours ago
  • $61.13k

     ...bachelor’s degree, then we should talk! A Day in The Life as an Accountant   As an accountant, you will complete in-depth financial analysis of all agency departments. Prepare financial management reports and submit them for review/action. Assists in the management... 
    Full time
    Remote work
    Flexible hours
    Shift work

    GrabJobs

    Odessa, TX
    7 hours ago
  • $90k - $100k

     ...looking for a diligent senior accountant to join our finance department. The senior accountant's responsibilities include maintaining financial records and reports, performing and reviewing account reconciliations, verifying financial records and transactions, and preparing... 
    Work at office
    Remote work

    GrabJobs

    Odessa, TX
    7 hours ago
  • Summary The Retail Inventory Auditor is responsible for supporting the Supervisor Retail Inventory Control in managing and controlling corporate inventory assets. This includes completing timely audits, reports, and documentation that ensure the safety, integrity...
    Work at office
    Local area
    Relocation

    Ashley Global Retail, LLC

    Odessa, TX
    3 days ago
  • $58.66k

     ...Responsive recruiter Position Summary: The Accountant supports the financial operations of the credit union by maintaining accurate accounting records, assisting with financial reporting, reconciling accounts, and ensuring compliance with regulatory requirements... 
    Temporary work
    Work at office
    Local area
    Remote work
    Work from home
    Monday to Friday
    Flexible hours

    GrabJobs

    Odessa, TX
    5 days ago
  • $27 - $41 per hour

     ...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering...  ...connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Odessa, TX
    2 days ago
  •  ...you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Prepare complete, accurate tax returns for... 
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Odessa, TX
    5 days ago
  • Tax Preparer Opportunity at Jackson HewittCalling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level...
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Odessa, TX
    3 days ago
  •  ...you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.Prepare complete, accurate tax returns for clients... 
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Odessa, TX
    3 days ago
  • Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers ! Join our team for an exciting...
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt Tax Service, Inc.

    Odessa, TX
    2 days ago
  • $71k - $79k

     ...create opportunities for growth. Together, we’re transforming how better health happens. Summary of Position The Staff Accountant, Financial Reporting will primarily be responsible for supporting the timely, accurate, and consistent preparation of financial statements... 
    Full time
    Part time
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Teladoc Health, Inc.

    Odessa, TX
    1 day ago
  • $86.28k - $131.71k

     ...In this role, you’ll ensure compliance with federal, state, and local tax regulations while identifying opportunities to optimize financial outcomes. This position offers a valuable opportunity to advance your career in a collaborative, supportive environment. As you grow... 
    Full time
    Local area
    Remote work

    GrabJobs

    Odessa, TX
    2 days ago
  •  ...the following: Assists with the development and administration of the City's operational budget; gathers and compiles budget, financial, and technical information from departments, and generates reports. Assists the manager in preparing the composite target budget... 
    Contract work
    Work at office

    City of Odessa

    Odessa, TX
    4 days ago
  • A leading financial software company is seeking a Credentialed Tax Expert with at least 2 years of paid tax experience. This role entails assisting clients with their tax preparations using TurboTax products in a 100% remote setting. Ideal candidates possess an active CPA... 
    Remote job

    Dev

    Odessa, TX
    5 days ago
  •  ...Qualifications Bachelor’s degree in accounting, finance, or a related field Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending solutions based on... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Odessa, TX
    6 days ago
  • A leading financial software company is seeking a Tax Expert for the upcoming tax season, focusing on helping clients complete their taxes using TurboTax products. The ideal candidate has at least 2 years of experience with individual tax returns and holds an active credential... 
    Remote work

    DEV INC

    Odessa, TX
    3 days ago
  • The Assistant Controller supports enterprise-wide accounting and financial operations across multiple dealership locations. This position works closely with the Controller, executive leadership, Accounting team, and store-level management to ensure financial accuracy, strong... 
    Full time
    Monday to Friday

    Family Powersports

    Odessa, TX
    4 days ago
  • A leading tech company is seeking Tax Experts for the upcoming tax season. This remote position requires candidates to have an active EA, CPA, or Practicing Attorney credential as well as a minimum of two years of tax preparation experience. As a Tax Expert, you will assist...
    Remote work
    Flexible hours

    DEV INC

    Odessa, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Specialist 19. Be the first to apply!