Financial Specialist

Higginbotham Financial, A Higginbotham Partner, has an immediate opening for a Financial Specialist in their Irvine, CA office.

Higginbotham is one of the nation’s largest independent insurance & financial services firms trusted by thousands of businesses, individuals, and families. Higginbotham provides a single source solution for insurance, financial & HR services through a unified group of regional offices with global capabilities. As a Higginbotham Company, Higginbotham Financial offers all the resources that differentiate the group, paired with the personal service that further distinguishes us.

Reporting to a Senior Financing Specialist and focusing on our financed life insurance policies, the position acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business. This role involves all aspects of servicing a implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages. Additionally, this position will be tasked with proper tracking and servicing of these transactions.

Work Location: Irvine, California; hybrid work schedule is possible for qualified candidates

Education & Experience:

• Bachelor's degree in related field
• Prior experience working in banking or finance is highly desirable

Skills required:

• Strong written and verbal communication skills
• Detail-oriented
• Excellent time management skills
• Strong ownership skills
• Proactiveness
• Ability to work in a fast-paced and high-pressure environment
• Proficiency in Microsoft Office Suite, in particular Word and Excel
• Experience with Mac OS preferred

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO
• Salary range: $75,000.-$95,000.0

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled