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SFG Financial Solutions
Financial & Insurance Specialist
Career Insights for Financial Operations Specialist
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Scorecard
Based on Utah data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$79,790 / year median in Utah
-2% projected decline
Job Description
Job Overview We are a well-established financial and insurance services firm with 16 years in business , expanding our presence in Southern Utah and Nevada . We are seeking a dynamic and motivated Financial & Insurance Specialist to join our team and play a key role in helping individuals and families navigate their financial and insurance decisions with confidence and clarity. In this role, you will be at the forefront of client engagement conducting personalized consultations, educating clients on insurance-based financial and retirement strategies, and guiding them through solutions that support long-term financial security. Your ability to communicate clearly, build trust, and understand client needs will be critical to your success. This is a career opportunity , not an entry-level sales role. It offers the ability to combine sales expertise with customer service excellence , supported by mentorship, proven systems, and a collaborative environment. The right candidate will enjoy making a meaningful impact on clients' financial well-being while building a long-term, scalable practice in the financial and insurance industry. What You'll Do