Financial Specialist jobs in Newton, MA

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Sales Specialist
  • Kemboi Financial Agency
  • Boston, MA FULL_TIME
  • Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?

    Meron and Kemboi Financial Agency focuses on protecting families with life insurance, mortgage protection coverage, annuities, retirement solutions, college saving strategies, final expense and debt free life (debt elimination) programs. We are getting a very high demand due to the recent announcement about our company being voted the NUMBER ONE insurance group in the nation by the STEVIE AWARDS out of 3900 nominations and top culture.

    Qualification:

    • Must reside in the US 
    • Must be a US citizen or legal/ Permanent Resident

    What Makes US different

    • NO COLD CALLING - WE GOT LEADS
    • AGENCY OWNERSHIP PROGRAM
    • LEADERSHIP
    • FULLY EXPENSE PAID TRIPS
    • WORK LIFE BALANCE
    • ONE ON ONE MENTORSHIP
    • CUTTING EDGE TECHNOLOGY
    • PARTNERED WITH MORE THAN 60 PLUS A RATED INSURANCE COMPANIES ( Foresters, Mutual of Omaha, Transamerica, Americo, Athene, F&G, SBLI, NLG, American Amicable, and so on)
    • BONUSES ( Producer bonus, Capital Bonus, Slingshot Bonus and so on)
    • PASSIVE INCOME
    • RELATIONSHIPS MATTER PEOPLE COME FIRST

    Compensation

    • Part-time agents have potential to make $50,000 in the first year.
    • Full-time agents have potential to make $150,000 in the first year.
    • Agency Owners are able to generate a system-driven income of $200K - $500K per year
    • Our company has a streamlined lead generation system, so there is NO COLD CALLING involved. Only those who have requested the information will be contacted. Its 100% commission only.

    Skills & Qualifications

    • Obtain License to sell life Insurance/Have Insurance License
    • Strong work ethic
    • Dedicated team member
    • Must communicate clearly and effectively
  • 4 Days Ago

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PAYROLL SPECIALIST
  • KBW Financial Staffing & Recruiting
  • Boston, MA OTHER
  • JOB SUMMARY A PE-backed, industry leading software company has an opening for a Payroll Specialist to join their team on a remote basis. The Payroll Specialist will report to the Global Payroll Manage...
  • 1 Month Ago

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Financial Crimes - Financial Crimes Specialist
  • Metro Credit Union
  • Chelsea, MA FULL_TIME
  • Financial Crimes Specialist The Financial Crimes team plays a vital role in Metro’s ability to ensure the safeguarding of the interests of our members and the overall integrity of the organization. Ta...
  • 5 Days Ago

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Finance Operations Specialist
  • KBW Financial Staffing & Recruiting
  • Woburn, MA FULL_TIME
  • This job offer is not available in your country. Responsibilities : Recording cash receipts and reconciling accounts Calculate sales commissions for the sales team Prepare and distribute monthly commi...
  • Just Posted

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Everett, MA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 3 Days Ago

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Salem, MA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 3 Days Ago

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0 Financial Specialist jobs found in Newton, MA area

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Financial Services Representative
  • Moody Street Group
  • Boston, MA
  • Job Description Job Description The Moody Street Group, LLC, a general agency, of The Companies of OneAmerica®, works wi...
  • 4/25/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Boston, MA
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/24/2024 12:00:00 AM

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Financial Services Representative/Remote
  • Meimarides Group
  • Boston, MA
  • Job Description Job Description We are a National financial services company servicing customers all over the Country. W...
  • 4/23/2024 12:00:00 AM

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Financial Services Representative/Remote
  • Meimarides Group
  • Boston, MA
  • Job Description Job Description We are a National financial services company servicing customers all over the Country. W...
  • 4/23/2024 12:00:00 AM

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Financial Services Representative
  • Modern Woodmen of America
  • Boston, MA
  • Snap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Mod...
  • 4/22/2024 12:00:00 AM

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Financial Services Representative
  • The Moody Street Group, LLC
  • Boston, MA
  • Financial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of O...
  • 4/21/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Boston, MA
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/21/2024 12:00:00 AM

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Financial Services Representative
  • The Moody Street Group Llc
  • Boston, MA
  • Financial Services Representative/Financial Advisor The Moody Street Group, LLCa General Agency, of the Companies of One...
  • 4/21/2024 12:00:00 AM

Newton is a suburban city in Middlesex County, Massachusetts, United States. It is approximately 7 miles (11 km) west of downtown Boston and is bordered by Boston's Brighton and West Roxbury neighborhoods to the east and south, respectively, and by the suburb of Brookline to the east, the suburbs of Watertown and Waltham to the north, and Weston, Wellesley and Needham to the west. Rather than having a single city center, Newton resembles a patchwork of thirteen villages. According to the 2010 U.S. Census, the population of Newton was 85,146, making it the eleventh largest city in the state. Ne...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$48,582 to $63,643
Newton, Massachusetts area prices
were up 2.5% from a year ago

Financial Specialist
Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
December 29, 2022
Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
February 02, 2023
Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
March 03, 2023
Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
April 09, 2023
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.
May 01, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
May 06, 2023
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
May 06, 2023