5 Finance jobs

We are licensing and training people in the Financial Services Industry to have their own agency!

SUMMARY: The Financial Services Representative builds and strengthens member relationships, assists members with their banking needs, opens new accounts/IRAs/CDs, approves loans within prescribed dollar limit, and cross-sells Teachers products and services. JOB DUTIES: Build and strengthen member relationships through customer service, greet members in a courteous/ professional manner, and respond to their questions accurately and efficiently. Open new member accounts, IRAs, CDs, and assist members with their banking needs by servicing existing accounts, completing loan applications, approving loans within prescribed dollar limit and disbursing funds, and troubleshooting online banking issues. Cross-sell Teachers products and services by advising members of rates, benefits and features, staffing display tables and distributing brochures/literature, identifying potential sales opportunities and establishing accounts. Assist in proofing Branch ATM transactions by counting cash and checks, deposits/withdrawals/ transfers, and investigating issues. Re-pin cards, release funds and adjust accounts as needed, and contact members to advise them of issues. Assist members with opening/closing safe deposit boxes by verifying member identity, escorting them to/from the vault and maintaining logs. Audit Branch safe deposit boxes, prepare monthly usage reports, and handle annual billing exceptions *Perform other duties as needed upon request by immediate supervisor.   ESSENTIAL SKILLS: Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required                                                                                                                                               QUALIFICATIONS & EDUCATION: Education: High School education of GED Minimum one-year branch operations or related experience required LANGUAGE SKILLS : Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports, memos and correspondence.  Ability to speak effectively before a group of members or employees.         MATHEMATICAL SKILLS : Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.   REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.   PHYSICAL DEMANDS:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand and walk.  The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and color vision.   WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.   QUALIFICATION REQUIREMENTS   To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed above are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties.   I hereby acknowledge receipt of a copy of this job description.  This job description has been reviewed with me and I understand the duties and responsibilities as described therein.    ___________________________________              ___________________ Staff Signature                                                                             Date   ________________________________                                Staff (Print Name)                                                                          

Are you seeking an opportunity to join a Nationally respected firm with strong core values, that is committed to providing world class service for its clients, and to creating a wonderful place for its employees to work? We are a fast growing, nationally recognized professional Tax and Accounting services firm opening new office in the Jacksonville area. We create life changing outcomes for our clients facing Tax challenges with the IRS every day. Our growth has created an opportunity for an outgoing, career minded individual for the role of Investigations Advocate to assist our attorneys and practitioners providing world class service to our clients. Enjoy a variety of duties, including verification of documents, entering critical data and communicating with our attorneys and practitioners and other team members researching and investigating client case details necessary to draft effective strategies and solutions We will fully train  an eager quick learner, good with people, with strong attention to detail. Our office is fast paced and you will be working with a great team. Bilingual fluency in English/Spanish is as PLUS, but not required. Our full time employees enjoy competitive pay, career growth and benefits that include Medical/Health Insurance, Vision, Dental, Company Paid life and disability insurance, paid vacations, commuter benefits, a 401(k) with company match and more. You should have some previous office experience and be tech savvy with office systems including Microsoft Office.  A college education is preferred with an Associates or Bachelor's degree a plus. This position is available Now. Submit your resume today!  

Community Tax  is a Nationally known tax resolution services firm and our Attorneys and Tax Professionals create life changing outcomes for our clients every day. We are seeking a career minded, dedicated individual to train in our Case Advocate position to assist our Attorneys and practitioners in ensuring world class service to our clients, as we continue to expand our nationwide presence and prepare to open our newest office in the Jacksonville area. In this fast-paced position you play a critical role as you coordinate the many services and workflows that are involved in providing quality representation to our clients nationwide. We do not require tax experience, as you will be fully trained and can grow as we continue to rapidly grow. As a member of our Case Advocate team you will enjoy: Full Training A fun and exciting work environment Sense of achievement as a member of a team improving the lives of clients nationwide Bonus and incentive opportunities Opportunity for Career Growth Comprehensive Benefits Plan including: Medical, Vision, Dental, Short & long term Disability and Life insurance benefits, 401(k) with company match POSITION REQUIREMENTS To qualify you should have 2-3 years experience working in a fast paced office environment with a combination of detail oriented duties and customer/client communication, working with technology such as Microsoft Office, document management, case management and/or CRM systems.. Experience in an environment providing legal services, financial services, lending, insurance or similar professional services firms is a plus. Strong multi-tasking and organizational skills and attention to detail required. Must be capable of maintaining confidentiality. Must be able to perform and provide results in a fast pace environment. Interpersonal skills - demonstrated ability to work with team members in a collaborative manner. Strong listening skills and both verbal and written communication skills Experience working with numbers and understanding financial concepts College education with Associates or Bachelor’s degree a plus Bilingual Fluency English/Spanish a plus  

Community Tax, LLC is   one of the Nation’s largest, fastest growing, and most successful Tax Resolution Services Firms. We are dominating the marketplace and seeking sales professionals to join our fast- growing team. Our leads and sales figures are currently going through the roof! We are a national leader in our industry, utilizing all marketing mediums, with a heavy focus on nationwide radio, network television and internet marketing driving inbound calls to our inside sales team. This position will be operating out of our new  Jacksonville, Florida  office We offer a variety of financial and tax related services, and our core strength which is   IRS defense services for individuals and businesses  currently facing enforcement/collection action.  The market demand for these much-needed services is exploding and we are aggressively growing to meet the needs of a greatly under-served market. Candidates with Bilingual fluency in English / Spanish are encouraged to apply. Company / Position Highlights: You should be a talented, dedicated sales professional with a commitment to excellence, looking for an unlimited financial upside. There's no cap to your earnings !   Our top sales executives earn Six Figure Incomes and thrive in a performance based environment . Our sales reps receive inbound phone calls generated via our direct response marketing methods. Our sales team utilizes their sales skills and our industry leading training and resources, to focus on building trust and successful relationships with their clients. Our sales professionals recognize the key to their success is the ability to listen, ask the right questions, and then provide the appropriate solutions to the short and long-term tax resolution goals for their clients. We support our sales force with dynamic marketing campaigns, a state-of-the-art technology, and the resources necessary to ensure their success. All of the work is performed by in-house licensed and credentialed professionals, consisting of licensed attorneys, CPA’s, tax preparers, accountants, and IRS enrolled agents. We provide industry leading training and resources to ensure your success Position  is designed to allow the sales professional to do what they do best: SELL ! There is absolutely NO Cold Calling! Position Responsibilities: Identify prospective clients’ tax problems, challenges and needs through proper questioning and guided interviewing. Educate prospective clients on our various programs, processes and solutions Inspire the client to take action and enroll them into the best option available Utilize state of the art CRM and other proprietary software programs to maximize efficiency and performance There is NO Cold calling! Job Requirements: Strong desire and capacity to learn Strong organizational skills Ability to multi-task and follow through Internal discipline, drive and natural instinct for sales 3+ years B2C sales experience preferred ( competitive, performance/incentive-based sales experience a plus. Debt settlement, bankruptcy, legal services, Mortgage, insurance and financial services sales backgrounds do well) Consistent job history History of meeting and exceeding sales performance targets Strong interpersonal skills Excellent communication skills, both verbal and written Competitive in nature, and a desire to outperform your peers College degree preferred (or equivalent experience) TAX KNOWLEDGE IS NOT A REQUIREMENT - WE PROVIDE TRAINING* Compensation and Position Highlights: BASE $30,000 to $40,000  PLUS  commissions and bonuses REALISTIC Six figure income opportunity. Comprehensive Benefits Package Including: Major Medical/Health Insurance Dental and Vision Insurance COMPANY PAID Life Insurance! COMPANY PAID Short and Long Term Disability Insurance Commuter Benefits Paid vacation, sick time, and holidays 401k with Company match Company culture that promotes from within NO COLD CALLING!! We are an equal opportunity employer.