Financial Reporting Accountant jobs in Harlingen, TX

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Financial Representative
  • Western & Southern Life
  • HARLINGEN, TX OTHER
  • Overview

     

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

    Responsibilities

    • Identify market(s) and develop appropriate marketing plan.
    • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
    • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
    • Adequately prepare for all appointments through established processes.
    • Conduct all appointments using Western & Southern Life consultative practices and processes.
    • Effectively sell insurance and investment solutions.
    • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
    • Market for the purposes of developing the Western & Southern Life brand at the local level.
    • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
    • Maintain personal contact with clients to ensure their evolving financial needs are being met.
    • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
    • Accurately maintain client and company records, payments, etc., in a timely manner.
    • Operate an automobile during both day and night hours.

    Qualifications

    • High level of integrity.
    • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
    • Strong interpersonal, relationship, and influence skills.
    • Effective communication skills including listening, speaking and writing.
    • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
    • The ability to influence others to take needed action.
    • Demonstrate personal drive and resilience to achieve goals.
    • Willing and able to network for new clients.

    Educational Requirements

    • Minimum high school diploma or equivalent; college degree preferred.

    Computer Skills and Knowledge of Hardware & Software Required

    • Working knowledge of word processing and spreadsheet applications.
    • Working knowledge of internet and email.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

    • Obtain and hold State Life and Health license prior to hire.
    • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

    Position Demands

    • Access to an automobile and ability to maintain a valid driver’s license.
  • 20 Days Ago

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Financial Sales
  • WilliamsonHeckt
  • Mercedes, TX FULL_TIME
  • Do you want to own your own business?You are not alone, approximately 85% of the new franchise owners were professionals transitioning out of the corporate grind, and 25-30% keep their job and run the...
  • 1 Day Ago

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Assistant Store Manager
  • Community Choice Financial Family of Brands
  • SAN BENITO, TX FULL_TIME
  • Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of ...
  • 22 Days Ago

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Store Manager (Bilingual)
  • Community Choice Financial Family of Brands
  • SAN BENITO, TX FULL_TIME
  • Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of ...
  • 22 Days Ago

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Career Day in La Feria, TX
  • Community Choice Financial Family of Brands
  • La Feria, TX FULL_TIME
  • Overview Join us for Career Day in La Feria, TX! Thursday, March 21, 2024 10AM - 5PM TitleMax of La Feria, TX #1 101 W. Expressway 83 La Feria, TX 78559 (956) 277-0424 *** Candidates who are bilingual...
  • 8 Days Ago

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Customer Advocate (Bilingual)
  • Community Choice Financial Family of Brands
  • SAN BENITO, TX FULL_TIME
  • Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of ...
  • 26 Days Ago

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0 Financial Reporting Accountant jobs found in Harlingen, TX area

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Collector
  • NAFT Federal Credit Union
  • Pharr, TX
  • Job Description Job Description Summary: Responsible for the collection of all delinquent loan accounts from the initial...
  • 3/29/2024 12:00:00 AM

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Contractual Bookkeeper
  • Cameron County Children Advocacy Ce
  • Harlingen, TX
  • Job Description Job Description KEY RESPONSIBILITY AREA: Bookkeeping/Accounting Duties include, but may not be limited t...
  • 3/29/2024 12:00:00 AM

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Accountant
  • South Texas Emergency Care Foundation, Inc.
  • Harlingen, TX
  • Job Description Job Description South Texas Emergency Care Foundation, Inc. is a nonprofit 501(c)(3) organization that p...
  • 3/29/2024 12:00:00 AM

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Construction Accountant - (Immediate Opening)
  • IDEA Public Schools
  • Weslaco, TX
  • Description Role Mission: The Construction Accountant will be responsible for all aspects of the accounting and finance ...
  • 3/29/2024 12:00:00 AM

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Accounting Specialist
  • Affordable Homes of South Texas Inc
  • McAllen, TX
  • Job Description Job Description Job Title Accounting Specialist Salary Grade/Range Pay Grade A ($26,312 - $39,468) JOB D...
  • 3/28/2024 12:00:00 AM

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Credit Analyst III
  • Lone Star National Bank
  • Mcallen, TX
  • Job Details Job Location Corporate - 2nd Floor - McAllen, TX Summary Among other duties, a Credit Analyst III assists lo...
  • 3/27/2024 12:00:00 AM

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AUTO-TAX CLERK I
  • Cameron County
  • Brownsville, TX
  • AUTO-TAX CLERK I PAY PLAN: 108 -$ 28,116.00 minimum salary SECTION I - JOB SUMMARY: Under close supervision, performs mo...
  • 3/26/2024 12:00:00 AM

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Senior Accountant
  • NAFT Federal Credit Union
  • Pharr, TX
  • Job Description Job Description Position: Junior Accountant Location: NAFT Federal Credit Union Department: Accounting G...
  • 3/25/2024 12:00:00 AM

Harlingen (/ˈhɑːrlɪndʒɪn/ HAR-lin-jin) is a city in Cameron County in the central region of the Rio Grande Valley of the southern part of the U.S. state of Texas, about 30 miles (48 km) from the coast of the Gulf of Mexico. The city covers more than 40 square miles (104 km2) and is the second-largest city in Cameron County, as well as the fourth-largest in the Rio Grande Valley. As of the 2010 census, the city had a population of 64,849, for a growth rate of 12.5% since the 2000 census. It is the city with the lowest cost of living in the United States. Harlingen is a principal city of the Bro...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Accountant jobs
$53,428 to $67,533
Harlingen, Texas area prices
were up 1.2% from a year ago

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