Banking and Financial Services Jobs in Montverde Florida

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience
• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
• Up to 4% matching 401(k)
• Employee Stock Purchase Plan (10% share discount)
• Tuition reimbursement
• Paid time off (15 days' vacation per year, prorated based on start date)
• Paid sick leave as determined by state or local ordinance (prorated based on start date)
• 11 Paid holidays (4 floating holidays, prorated based on start date)
• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  

• High School Diploma or GED????? 

• Sales, Collections or Customer Service experience??? 
• Bilingual - Spanish??? 

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
• Up to 4% matching 401(k)    
• Employee Stock Purchase Plan (10% share discount)    
• Tuition reimbursement    
• Paid time off (15 days’ vacation per year, prorated based on start date)  
• Paid sick leave as determined by state or local ordinance (prorated based on start date)  
• 11 Paid holidays (4 floating holidays, prorated based on start date)  
• Paid volunteer time (3 days per year, prorated based on start date) 

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
• Active FINRA Series 66 license (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

• CFP or CFA
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Take Control of Your Career – Work from Anywhere

We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.

Why Join Us?

-100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results.

-Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred.

-No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance.

-Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go!

-Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.

-Career Growth – Promotions based on performance, not tenure, with leadership opportunities available.

What You’ll Do:

Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process).

Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs.

Present Tailored Solutions that help clients make informed decisions about life insurance.

Close Sales & Earn Big! Guide clients through the application process and celebrate your wins.

Build Long-Term Relationships and provide continuous client support.

Stay Informed on industry trends to position our products effectively.

What You Need to Succeed:

-Strong communication and sales skills

-Self-motivated and goal-oriented mindset

-Ability to work independently and manage your own schedule

-No experience required – we’ll help you get licensed!

-Reliable internet connection and phone access (for virtual meetings)

Compensation & Perks:

Uncapped commission-based pay with lucrative bonuses

Residual income on policy renewals

Comprehensive training & professional development

Fast-track promotion opportunities