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
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in a related field
- Prior experience working in banking or finance
- 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, particularly Word and Excel
- Experience with Mac OS
Higginbotham Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.
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Healthcare Strength — Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
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Equity Value & Accessibility — Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
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Leave & Time Off Breadth — Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.
Higginbotham Insights
What We Do
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
