Financial Specialist - Miami
1 month ago

Job summary
We don't just advise — we educate, empower, and guide families toward financial confidence.The Financial Specialist (Phone Sales) is the bridge between prospects and their future financial freedom.
With warm leads provided, NO cold calling is required, allowing you to focus on building relationships,
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
We don't just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, · 1+ years of experience in a sales or closing role (appointment setting preferred) · Bilingual in En ...
1 month ago
Meet Guerra Wealth AdvisorsAt Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. · We don't just advise — we educate, empower, and guide families toward financial confidence.Our team creates o ...
1 month ago
The Financial Support Specialist provides contract acquisition grants and federal travel support along with comprehensive financial execution and administrative services for federally funded program activities. · ...
2 weeks ago
The Financial Operations Specialist is responsible for issuing accurate invoices to AEG Fuels' customers and processing related vendor payables. · Follow established processes and procedures in producing customer receivable invoices. · Follow established processes and procedures ...
1 week ago
+Job summary · The Patient Financial Services Specialist ensures that Billing and Encounter Forms are processed correctly. · ResponsibilitiesRegister new clients on Intergy as per guidelines issued by Community Health of So. Florida. · Researches files for previous enrollment in ...
1 week ago
POSITION PURPOSE:The purpose of the Patient Financial Services Specialist is to ensure that the Billing and Encounter Forms are processed correctly. · ...
1 week ago
The Patient Financial Services Specialist ensures that Billing and Encounter Forms are processed correctly. Coordination of work from patient care areas, maintaining the workflow of documents to and from Data Processing. · Rearches files for previous enrollment in CHI computer sy ...
1 week ago
This role will be key for supporting the business areas on understanding risk requirements and ensuring effective risk management since early stages. · ...
1 month ago
Nu was born in 2013 with the mission to fight complexity to empower people in their daily lives by reinventing financial services. We are one of the world's largest digital banking platforms, serving millions of customers across Brazil, Mexico and Colombia. · ...
3 weeks ago
This role performs all transactions typically associated with both the Teller Line and Platform focusing on client satisfaction while maintaining operational soundness and achieving market branch and personal goals. · Receives checks and cash for deposit verifies amount and exami ...
1 week ago
Ensure that batches and daily registration have been processed correctly. Coordination of work from the patient care areas maintaining the workflow of documents to and from data processing supervising closing by staff. · ...
1 week ago
+Advanced Decision Vectors LLC ADV is seeking an Acquisition Support Specialist to support USSOUTHCOM SCJ8s Counternarcotics Planning Programming & Resourcing Division. · ++Provide services necessary to support USSOUTHCOM SCJ8s Counternarcotics Planning Programming & Resourcing D ...
1 week ago
+Signon bonus of $500.00 to be paid after six months of continuous service.Job summaryThis role performs all transactions typically associated with both the Teller Line and Platform. · Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. · ...
4 days ago
The Financial Support Specialist provides contract, acquisition, grants, and federal travel support, · along with comprehensive financial execution and administrative services for federally funded program activities. · Provides financial and administrative support to CORs, grants ...
2 weeks ago
The Patient Financial Services Specialist is responsible for ensuring that billing and encounter forms are processed correctly. · ...
1 week ago
The Financial Operations Specialist is responsible for issuing accurate invoices to AEG Fuels' customers and processing related vendor payables. · Follow established processes and procedures in producing customer receivable invoices. · Follow established processes and procedures ...
4 weeks ago
Sr. Financial Specialist/Sr. Teller/Sr. Universal Banker
Only for registered members
+This role performs all transactions typically associated with both the Teller Line and Platform, focusing on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. · +Receives checks and cash for deposit, verifies amount ...
1 month ago
The Financial Operations Specialist is responsible for issuing accurate invoices to AEG Fuels' customers and processing related vendor payables. · Responsibilities include following established processes and procedures in producing customer receivable invoices, · reviewing and pr ...
3 weeks ago
We are seeking a Financial Specialist to join our team at Guerra Wealth Advisors. The successful candidate will be responsible for scheduling appointments for financial advisors and qualifying leads by gathering financial data and assessing prospect needs. · ...
1 month ago
This role performs all transactions typically associated with both the Teller Line and Platform,focusing on client satisfaction while maintaining operational soundness and achieving market goals. · ...
1 month ago