βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Winter Haven, FL

3 positions found

Inside Sales Representative
✦ New
🏒 DSI Groups
Salary not disclosed
Winter Haven, FL 8 hours 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 succeedβ€”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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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$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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Specialist Financial Services Default
Salary not disclosed
Lakeland 2 weeks ago
Job Summary The Loan Default Specialist will prepare, review and provide supporting documentation related to the process of foreclosure, deed in lieu of foreclosure or bankruptcy.

This includes preparing documentation internally, providing financial information and supporting legal documents to our legal vendors, communicating with legal vendors for and transferring all reacquired units in the system of record.

Record and store information using computers with business processing software.

Identify issues and escalate to the appropriate person and/or department.

Keep team leads/managers/directors abreast of trends and issues or status of work.

Responsibilities Prepare foreclosure, deed in lieu of foreclosure or bankruptcy related documentation for hand-off to external legal vendors.

Review for completeness and accuracy documentation related to foreclosure, deed in lieu of foreclosure or bankruptcy procedures.

Prepare and review affidavits prior to final hearings.

Review and approve bidding instructions for foreclosure sales.

Review title searches.

Prepare deed paperwork in accordance with statutory requirements.

Review completed deeds to ensure proper completion and closure.

Review completed bankruptcy matters to ensure proper completion.

Transfer reacquired units and updates inventory status in systems.

Determine correct First Fiscal Year and First Year Occupancy upon reacquisition.

Provide financial information to customers, legal vendors, or internal departments upon request.

Review and monitor external legal vendor reports and update internal computer systems.

Maintain computer, electronic/paper-based filing and organization systems for records, reports, documents, etc.

Communicate with teammates and management team using clear, appropriate, and professional language to effectively exchange information.

Partner with and assist others to promote an environment of teamwork and achieve common goals.

Develop and maintain positive and productive working relationships with other employees and departments.

Support all co-workers and treat them with dignity and respect.

Prepare and review written documents (e.g., daily logs, business letters, reporting, SOP’s, and Procedures), including proofreading and editing written information to maintain accuracy and completeness.

Complete attainable yearly goals.

Participate in cross training and company/department trainings.

Complete period-end and month end closing procedures and reports as specified.

Physical Tasks Enter and locate work-related information using computers, printers, and fax machines.

Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance.

Education/Experience High school diploma or equivalent required; additional education in legal is a plus.

Minimum of 1-3 years of related experience in legal, foreclosure, bankruptcy or financial services preferred.

Skills & Attributes Excellent oral and written communication skills Strong critical thinking, problem solving and troubleshooting skills.

Ability to seamlessly work and contribute to teams and various department projects.

Knowledge of Microsoft Office; proficiency in excel preferred but not required.

Strong attention to detail and accuracy.

Ability to handle confidential information with integrity.

Excellent multi-tasking and time management skills Marriott Vacations Worldwide is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.
Not Specified
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