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Banking and Financial Services Jobs in Ocoee

8 positions found

Personal Loan Consultant
✦ New
Salary not disclosed
Orlando, Florida 15 hours ago

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

Not Specified
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Loan Sales Specialist - Orlando Hunters Creek
✦ New
🏢 OneMain Financial
Salary not disclosed
Winter Garden, FL 1 day ago
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?? 
Not Specified
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Wealth Advisor, Schwab Wealth Advisory
Salary not disclosed
Apopka, FL 3 days ago
Position Type: Regular
Your opportunity

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.

 

What you have

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.


What’s in it for you

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
permanent
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Sr Manager, Wealth Advisor - Schwab Wealth Advisory
🏢 Charles Schwab
Salary not disclosed
Ocoee, Florida 6 days ago
Position Type: Regular

Your opportunity

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.
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.
As a Sr. Manager, 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 their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. 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.

What you have

Required Qualifications:

* CFP® designation or CFA® designation
* Bachelor's degree
* Active and valid FINRA Series 7 license

* May be obtained with a 120-day condition of employment

* Active and valid FINRA Series 66 license required

* May be obtained with a 120-day condition of employment

* Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications:

* Five or more years working directly with clients in the financial services industry highly preferred

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

What's in it for you

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 (/hybrid-work) 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 (/summary-of-benefits) 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
Not Specified
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Inside Sales Representative
Salary not disclosed
Orange County, FL 1 week ago

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

Not Specified
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Sales Consultant (B2B field sales professional) Comm & Bonus + Benefits
🏢 Talus
Salary not disclosed
Orlando, FL 1 week ago

Calling All B2B SALES Entrepreneurs!

Talus Pay is an end-to-end payments solution provider on a mission to change the payments economy! Our solutions approach centers around our company values:

  • Forge Trust
  • Customer First
  • Innovate to Win
  • Succeed Together
  • Foster Simplicity
  • Embrace Inclusion

Be an entrepreneur:

As a Solution Consultant at Talus Pay, you get to set appointments and interact with businesses of all sizes, across all industries and offer them something that will save them money and make their business more efficient. You will also have the opportunity to sell outside your market. In your role, you will be developing and selling new business through business walks, networking, and referral programs.

· Why merchants choose Talus Pay video: · Talus Pay culture video: does a great Solution Consultant do?

We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. You will be able to offer a super customizable and dependable point of sale system designed to drive business efficiency, take more kinds of payments, help protect business and customer payment transactions, and grow business with our suite of value-added products.

What You Will Do

· Generate your own leads in this business-to-business environment (B2B), which may be complemented by referrals obtained from working relationships you build and develop.

· Retain clients by building relationships and growing portfolios through relationship management and cross consulting.

· Represent the values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern.

· Able to commit fully to our 12-week program without interruption.

What You Will Need To Have

· Prior experience in a quota driven self-sourcing sales environment for small to medium size clients.

· Experience with cold-calling and self-sourcing leads.

· Experience developing a plan to effectively build your pipeline and generate top line revenue growth.

· Entrepreneurial mind set and Self-Starter is a must.

How our outside Solution Consultant (B2B Sales) are compensated: NO Cap on Earning potential.

  • Guarantee base pay!
  • Monthly commission income - High residual split
  • Bi-weekly new account signing bonuses

What we provide our outside Solution Consultant (B2B Sales):

  • 401k with Company Match
  • 25x residual vesting buyback
  • Complete Benefits Package
  • Paid Training (field, virtual and classroom)
  • Monthly Performance Incentives
  • Mileage Reimbursement
  • Company issued Tools
  • Trips/Recognition Programs

Are you an entrepreneur? Your next step starts now. Apply now and let’s connect.

Check out this video for the Insider scoop about this opportunity: Requirements:

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 frequently required to talk and hear. The employee is frequently required to sit for extended periods of time and tolerate unpredictable work hours. The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to focus. In addition, the job requires employees to have the ability to hear and communication to customers and co-workers throughout the day for extended periods.

Mental Requirements:

The mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; work and deadlines may impose pressure on a routine and frequent basis, substantive contacts with people in stressful situations, delicacy and unpredictability of contacts routinely may create significant/constant stress. Talus Payments is an EO Employer – Veterans/Disabled and other protected categories. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. This description reflects managements’ assignment of essential functions. It does not proscribe or restrict the tasks that may be assigned.

Not Specified
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Senior Income Tax Analyst
🏢 Jobot
Salary not disclosed
Orlando 1 week ago
Senior Income Tax Analyst, Contract to hire, multi-state experience, public company This Jobot Consulting Job is hosted by: David Hyon Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $35
- $45 per hour A bit about us: Large Hospitality Group, located in Orlando Why join us? Hybrid Work Schedule Benefits- Medical/Dental/Vision 401k Interesting work with a great organization! Job Details Job Details: As a Consulting Senior Income Tax Analyst, you will be the cornerstone of our financial operations, ensuring compliance with the latest tax laws, planning for future tax policies, and maintaining the financial health of our organization.

This role is not just about crunching numbers, it's about providing strategic tax advice that shapes the financial future of our company.

You will be part of a dynamic team of tax professionals who are committed to driving our success.

You will be challenged, supported, and can look forward to advancing your career in a company that values your skills and expertise.

Responsibilities: 1.

Prepare and review federal proforma and state income tax returns to ensure accuracy and compliance with tax laws.

2.

Perform estimated tax payment calculations and ensure timely and accurate payments.

3.

Analyze and interpret tax regulations, provide guidance on tax implications, and develop strategies to minimize tax liability.

4.

Conduct research on various tax matters, develop tax planning strategies, and provide recommendations based on findings.

5.

Collaborate with other departments to understand business operations and provide tax advice.

6.

Assist in tax audits and inquiries by governmental authorities.

7.

Stay updated on current tax practices and changes in tax law.

8.

Work with multiple states, understanding their unique tax laws and regulations, and applying this knowledge to our business operations.

Qualifications: 1.

A Bachelor's degree in Accounting, Finance, or a related field.

A Master's degree or CPA is highly desirable.

2.

A minimum of 5 years of experience in income tax consulting, with a focus on multi-state income tax.

3.

Thorough knowledge of federal and state income tax laws, regulations, and reporting requirements.

4.

Experience with federal proforma return view, state tax return review, and estimated payment calculations.

5.

Exceptional analytical skills, with the ability to interpret tax laws and regulations, and apply this knowledge to various business scenarios.

6.

Excellent communication skills, with the ability to clearly explain complex tax concepts to non-tax professionals.

7.

Strong organizational skills, with the ability to manage multiple projects and meet deadlines.

8.

Proficiency in tax software and Microsoft Office Suite, particularly Excel.

This is an exciting opportunity for a seasoned tax professional looking to take their career to the next level.

If you have a passion for tax, a knack for problem-solving, and a desire to make a significant impact on our organization, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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