Top Financial Systems Executive jobs in Harlingen, TX

Top Financial Systems Executive oversees all aspects of an organization's financial systems. Responsible for planning and directing the design, development, and implementation of financial models for accounting operations. Being a Top Financial Systems Executive defines and prioritizes team needs, develops initiatives, and leads the financial systems strategy. Provides strategic guidance and support to senior/executive leadership. Additionally, Top Financial Systems Executive requires a bachelor's degree. Typically reports to top management. The Top Financial Systems Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Financial Systems Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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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.
  • 10 Days 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 ...
  • 12 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 ...
  • 12 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 ...
  • 16 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...
  • 3 Days Ago

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General 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 ...
  • 5 Days Ago

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0 Top Financial Systems Executive jobs found in Harlingen, TX area

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/19/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/17/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Harlingen, TX
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/17/2024 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 Top Financial Systems Executive jobs
$199,532 to $313,373
Harlingen, Texas area prices
were up 1.2% from a year ago