Find & Apply For Financial Operations Specialist Jobs in Flint, Michigan

About Khirfan Financial At Khirfan Financial, we are dedicated to helping our clients achieve long-term financial security and peace of mind. We pride ourselves on providing personal, high-touch service and strategic guidance for retirement planning and employer-sponsored plans. Position Overview We are seeking an energetic, detail-oriented, and client-focused 401(k) Agent / Financial Specialist to join our team. In this role, you will be the face of Khirfan Financial for our corporate 401(k) clients—leading group presentations, conducting employee enrollment meetings, and providing exceptional ongoing service. If you are a natural "people person" who thrives in front of an audience and enjoys simplifying financial concepts for everyday employees, we want to hear from you!

Key Responsibilities Client & Participant Presentations:

Travel locally to client sites to conduct engaging 401(k) employee education sessions, enrollment workshops, and plan review presentations.

Client Relationship Management:

Act as a main point of contact for plan participants, answering questions regarding 401(k) options, contributions, and retirement readiness.

CRM & Pipeline Operations:

Maintain detailed client records, track follow-ups, and manage participant communication using Redtail CRM.

Administrative & Tech Support:

Utilize Microsoft Office Suite and Google Workspace to build presentation materials, organize schedules, and track client interactions.

Qualifications & Skills Licensing & Experience:

Active financial license preferred (e.g., Series 6, 7, 65, 66, or Life & Health), or substantial direct experience working with 401(k) plans and enterprise financial services.

Presentation & Communication:

Strong public speaking and interpersonal skills with the ability to explain financial/401(k) concepts clearly and enthusiastically to groups of all sizes.

Technical Proficiency:

Hands-on experience with CRM platforms ( Redtail CRM experience is highly preferred ). Proficiency with Microsoft Office Suite (PowerPoint, Excel, Word). Proficiency with Google Workspace (Gmail, Docs, Sheets, Calendar).

Mobility:

Willingness and ability to do local travel to client office locations for in-person meetings and presentations. What We Offer Competitive compensation package (Base salary + performance incentives depending on experience/licensing). Professional growth opportunities in the financial services industry. A supportive, collaborative team environment.

Pay:

From $40,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Work Location:

In person