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M&M Financials

Financial Protection Specialist

Career Insights for Financial Operations Specialist

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Based on Texas 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.

$54,321 / year median in Texas

-3% projected decline

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Job Description

Financial Protection Specialist M&M Financials Plano, TX Job Details Part-time | Full-time $2,500 - $8,500 a month 21 hours ago Benefits 401(k) Flexible schedule Life insurance Qualifications Life Insurance License Customer communication Life insurance knowledge Life insurance sales Insurance sales Full Job Description M&M Financials is hiring a Financial Protection Specialist for our Plano, TX office. This is a client-facing advisory role supporting individuals and families with retirement and life insurance planning and financial literacy.
What You Will Do:
Conduct client consultations (virtual and in-person) to assess retirement and life insurance needs Educate clients on retirement strategies, life insurance, and financial protection options Maintain accurate client records using company systems Participate in required training, coaching, and compliance meetings
Qualifications:
Authorized to work in the United States Able to commute to Plano, TX 75024 for training and meetings Strong communication and customer service skills Reliable, professional, and coachable Ability to meet role expectations and performance standards
Licensing & Training:
Texas Life Insurance License required for the role Unlicensed candidates must obtain licensure within a defined onboarding period Company provides study materials, training platform, and mentorship
Benefits:
Flexible schedule within assigned responsibilities 401(k) Ongoing professional training and development
Job Types:
Full-time, Part-time Pay:
$2,500.00 - $8,500.00 per month
Benefits:
401(k) Flexible schedule People with a criminal record are encouraged to apply Application Question(s): Are you willing to obtain your insurance license? Are you authorized to work in the US? Please list 2-3 dates and time ranges to do the interview. Will you be able to reliably commute to Plano, TX 75024 for this job? Will you be able to relocate within reasonable commuting distance from Plano, TX 75024?
Work Location:
In person

Benefits

  • 401(k) Plans
  • Flexible Work Schedules
  • Dental Insurance
  • Life Insurance