Broker jobs near me - 92 jobs

Financial Broker - Multiple Locations To apply, please go to: **************************************************** Designated by Citigroup as the “Top People Management Solution,” our TransparentBusiness.com platform greatly increases the productivity of remote work, protects from over-billing, allows for easy monitoring and coordination of geographically distributed workforce and provides real-time information on the cost and status of all tasks and projects, see kmgi.us/tb We are currently seeking a FINRA registered broker to help us connect with potential investors for our current Reg D Rule 506C raise, please see ********************************** for more information. This is not a salaried, W-2 employee position but a performance-based independent broker position, and you must be affiliated with a registered broker dealer. We are looking for someone capable of raising equity funding from qualified high net worth individuals and institutional investors and are offering an uncapped commission of 7.5% that can include cash and equity. TransparentBusiness has signed partnership agreements with Google, Microsoft, Cisco, SAP, Facebook, and ADP. The partnership with ADP allows TransparentBusiness to bypass the new vendor approval process with much of Corporate America, an important strategic advantage as this process can often take a year or longer to move through. Please visit *************************** for more information about our business, the benefits to a transparent, remote workforce, and our efforts to stop overbilling, fraud, and waste in government contracts.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business. 3. Negotiate the best terms and coverages available with accessible markets. 4. Ensure submissions reflect accurate data such as risks and coverages. 5. Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or appropriate insurance designation 2. Three years of experience of wholesale insurance experience or its equivalent 3. Must be licensed in corresponding areas of insurance 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to understand the client's needs and have knowledge of the risk profiles associated 6. Ability to review information, make decisions and manage time effectively 7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy 8. Ability to develop, foster, and maintain an excellent working relationship with agencies 9. Leadership and team playing skills 10. Must possess and maintain current knowledge of the insurance industry 11. Excellent written and verbal skills 12. Ability to work extended hours when necessary 13. Maintain travel schedule depending on the needs of clients, Agents, and new business General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business. 3. Negotiate the best terms and coverages available with accessible markets. 4. Ensure submissions reflect accurate data such as risks and coverages. 5. Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or appropriate insurance designation 2. Three years of experience of wholesale insurance experience or its equivalent 3. Must be licensed in corresponding areas of insurance 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to understand the client's needs and have knowledge of the risk profiles associated 6. Ability to review information, make decisions and manage time effectively 7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy 8. Ability to develop, foster, and maintain an excellent working relationship with agencies 9. Leadership and team playing skills 10. Must possess and maintain current knowledge of the insurance industry 11. Excellent written and verbal skills 12. Ability to work extended hours when necessary 13. Maintain travel schedule depending on the needs of clients, Agents, and new business General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Ameritas is seeking a Regional Vice President (RVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Position Location: This position is remote and does not require regular in-office presence. What you do: Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with company. Conduct prospecting calls to advisors and utilize consultative sales skills to recruit business. Qualify prospects based upon comprehensive engagement questionnaire Develop innovative strategies and detailed sales plan to ensure the attainment of individual recruitment goals. Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS's platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business. Coordinate and host networking dinners and receptions for prospective representatives. Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation. Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications. Prepare detailed activity and pipeline reports and participate in scheduled staff meetings. Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business. Represent AIC/AAS at various trade shows, conferences, and seminars. Maintain current knowledge of industry trends and developments. Other duties as assigned. What you bring: Bachelor's degree or equivalent work experience. 7-10+ years experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team Strong understanding of the financial services industry and field distribution systems Previous track record of successful recruiting into the independent advisor industry Industry licenses preferred but not required: Health & Life license; Series 7, Series 24, Series 65/66 Strong business acumen and decision-making abilities in a high-growth and risk-charged environment Highly organized, performance-driven, results focused, self-starter. Strong communication, influencing and relationship management skills Willingness to travel up to 50%. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: 401(k) Retirement Plan with company match and quarterly contribution Tuition Reimbursement and Assistance Incentive Program Bonuses Competitive Pay For your time: Flexible Hybrid work Thrive Days - Personal time off Paid time off (PTO) For your health and well-being: Health Benefits: Medical, Dental, Vision Health Savings Account (HSA) with employer contribution Well-being programs with financial rewards Employee assistance program (EAP) For your professional growth: Professional development programs Leadership development programs Employee resource groups StrengthsFinder Program For your community: Matching donations program Paid volunteer time- 8 hours per month For your family: Generous paid maternity leave and paternity leave Fertility, surrogacy and adoption assistance Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Arete Technologies, Inc. offers set of innovative Consulting and Outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount and unsurpassed services combined with cost saving solutions to the clients We understand the business requirements in the present day corporate scenario and aspire to provide world-class services enabling the organization to burgeon and flourish while keeping the work-life balance intact. The Global delivery mechanism followed at Arete Technologies, Inc. saddles proficient schemas and unconventional channels to provide one-stop solutions for all your workforce needs. our Team is an exquisite amalgamation of vast experiences of over 30 years in IT Consulting and Staffing industry. Connoisseurs in the field of staff augmentation for IT, we operate on 24 by 7 model with an aim of providing affordable and adept professionals with an assurance of satisfaction for both Consultants and Clients. We are pre-eminent service providers in the field of staff augmentation, IT Consultancy, Software development, Web Development providing unexcelled services and focusing on both the employers and employees. Job Description Must have experience working with IIB / IBM Websphere Message Broker and IBM Websphere MQ,is a must ESQL development experience, experience with EAI/SOA, Experience with IBM Tivoli monitoring for MQ, Experience working with XML, XSTL, XSD, SOAP, WSDL, and XPath, Experience working with SOAP over HTTP, Experience working with Eclipse or IBM RAD. Nice to have Java development experience and have experience writing SQL Required skills (maximum of 6): IIB / IBM Websphere Message Broker and IBM Websphere MQ Nice to have skills (maximum of 3): IIB / IBM Websphere Message Broker and IBM Websphere MQ Sector: Financial Services Industry: Banking Work location type: Other Work location country/territory: United States Work location state/province: Ohio Work location city: Columbus Work location street address: customer location Work remotely: No Pay travel and lodging: No Additional Information Best Regards, Amrit Lal

If you have a passion for business and helping others, we want to hear from you! SimpleBroker.ai is an innovative and fast-growing business brokerage firm that specializes in matching buyers and sellers of small to medium-sized businesses. Our mission is to streamline the process of buying and selling businesses by utilizing cutting-edge technology and a personalized approach. We are currently seeking a highly motivated and driven Business Broker to join our dynamic team. Job Description: As a Business Broker, you will play a crucial role in our company's success by facilitating the buying and selling of businesses from start to finish. You will be responsible for developing and maintaining relationships with business owners and potential buyers to successfully match them with the right business opportunities. You will serve as a trusted advisor to both parties, providing guidance and support throughout the entire transaction process. Responsibilities: - Conduct market research and analysis to identify potential business opportunities - Prospect and qualify potential clients through various networking channels - Consult with business owners to understand their objectives and develop a targeted marketing plan to sell their business - Conduct valuation of businesses to determine their fair market value - Create professional and compelling business listings to attract potential buyers - Coordinate and facilitate meetings and negotiations between buyers and sellers - Assist in preparing purchase agreements and other essential documents - Collaborate with attorneys, accountants, and other professionals to ensure a smooth and successful transaction - Stay up-to-date on industry trends and developments to provide the best possible service to clients Qualifications: - Bachelor's degree in Business, Finance, or a related field - Minimum of 2 years of experience in business brokerage or related field - Strong communication and interpersonal skills - Proven track record in sales and negotiation - Ability to work independently and in a team environment - Excellent time-management and organizational skills - Familiarity with CRM software and other relevant tools - Active real estate or business broker license (preferred) Why Work for Us: At SimpleBroker.ai, we value our employees and strive to create an inclusive and positive work environment. We offer a competitive compensation structure and opportunities for growth and development within the company. As a member of our team, you will have the satisfaction of helping individuals achieve their dreams of buying or selling a business while making a significant impact on our company's growth. This position is a 100% remote and commission based. Apply now and join our team as a Business Broker at SimpleBroker.ai.

Benefits: Samples and Swag & Promotional Items Provided Bonus based on performance Flexible schedule Opportunity for advancement NOW HIRING: Independent Cigar Broker / Sales Rep (Remote) 🚨 Boutique Cigar Brand - Nationwide Opportunity Croatian Mafia Cigars, an up-and-coming boutique cigar company based in Dallas, Texas, is expanding our national footprint - and we're looking for experienced cigar sales professionals to grow with us. 🔥 What We Offer: A premium cigar line imported from Estelí, Nicaragua All of our Cigars are highly rated from "Very Good" to "Exceptional" (95-89) Bold branding with mafia-inspired blends like The Boss , Under Boss , Capo , Consigliere , and The Soldier Existing distribution points across multiple U.S. states A rapidly growing cult following Fully remote, flexible schedule Unique branding, swag and promotional items Immediate start - commission-only, high-earning potential Who You Are: A seasoned cigar broker, rep, or enthusiast with an existing book of business or strong network Passionate about the cigar industry and knowledgeable about boutique brands Self-motivated, professional, and driven to build territory and relationships Experienced in wholesale, B2B cigar sales, lounges, shops, and private clients Social Media literate If you're ready to rep a bold new brand with real momentum - and make serious commissions doing it - we want to talk. Apply Now: Email us at *****************************, with a short intro, resume, and your cigar sales experience. Croatian Mafia Cigars "For the Gangster In You" This is a remote position. Retail, manufacturing, and other work opportunities in the premium cigar and pipe tobacco industries.

At Devoted Health, we're on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. That's why we're gathering smart, diverse, and big-hearted people to create a new kind of all-in-one healthcare company - one that combines compassion, health insurance, clinical care, service, and technology - to deliver a complete and integrated healthcare solution that delivers high quality care that everyone would want for someone they love. Founded in 2017, we've grown fast and now serve members across the United States. And we've just started. So join us on this mission! Job Description MUST BE LOCATED IN THE NORTHEASTERN OHIO AREA A bit about this role: As the Broker Manager you will be responsible for the success, engagement and production of our independent agents. You will work closely with Operations and field sales management to ensure the brokers have clear line of sight to Devoted's mission and the plan for growth. Your Impact and Responsibilities will include: Executing the plan created by the team for the market's brokers Analyzes reports and providing a plan of action for increased production Providing real time feedback from the field brokers. Training for brokers both classroom and field Influence brokers to sell more by positioning our product and promoting our brand Responsible for the Northeastern Ohio territory, manage contacts Execute on market / region sales goals and objectives (sales events, training, etc) Meet or exceed sales objectives through broker channel Meet with brokers and agencies to build relationships and promote our brand Responsible for reporting their daily activities to ensure alignment with creating incremental sales consistent with market goals Adheres to and maintains current understanding of compliance requirements and organizational policies & procedures Coordinates effectively with local sales team Required skills and experience: State Health Insurance License in good standing Unrestricted driver's license to verify your eligibility and capability to fulfill the driving responsibilities associated with the position Strong presentation skills and ability to present to a group or individual Strong communication skills - both verbal and written and active listening skills Strong organizational skills Strong relationship building skills Ability to collaborate well both internally and externally to support achievement of market objectives Ability to learn quickly and adapt to change Knowledge of systems and technology and proficient with data analytics Knowledge of marketing strategy, value proposition Adherence to CMS Medicare Marketing Guidelines and procedures Medicare knowledge preferred Self starter, flexible, adaptable, highly organized and proactive Knowledge base of the market and the broker environment within the market. Engaging personality traits that identify with agents and inspires allegiance. Desired skills and experience: Goal oriented but flexible. Achieving goals by adapting to changing circumstances Curious and inquisitive. Understanding the mission but challenging norms for better results Calm under pressure and cultivate a growth mindset. Salary range: $65,000 - $85,000 annually plus commission Our ranges are purposefully broad to allow for growth within the role over time. Once the interview process begins, your talent partner will provide additional information on the compensation for the role, along with additional information on our total rewards package. The actual base salary offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Our Total Rewards package includes: Employer sponsored health, dental and vision plan with low or no premium Generous paid time off $100 monthly mobile or internet stipend Stock options for all employees Bonus eligibility for all roles excluding Director and above; Commission eligibility for Sales roles Parental leave program 401K program And more.... *Our total rewards package is for full time employees only. Intern and Contract positions are not eligible. Healthcare equality is at the center of Devoted's mission to treat our members like family. We are committed to a diverse and vibrant workforce. Devoted is an equal opportunity employer. We are committed to a safe and supportive work environment in which all employees have the opportunity to participate and contribute to the success of the business. We value diversity and collaboration. Individuals are respected for their skills, experience, and unique perspectives. This commitment is embodied in Devoted's Code of Conduct, our company values and the way we do business. As an Equal Opportunity Employer, the Company does not discriminate on the basis of race, color, religion, sex, pregnancy status, marital status, national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

Who We Are Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future. Responsibilities In the role of a Broker Market Analyst , you , create interest and drive brand and solution awareness and preference with Brokers / Brokerage Firms within targeted regions. The Market Analyst is primarily responsible for generating new relationships by leveraging market data, curating targeted outreach campaigns and doing outreach via LinkedIn and emails. Additionally as a Market Analyst you will be responsible for executing upon targeted campaigns to captivate new potential brokers and generate interest in meeting for the CBR Director and or TPA Regional Sales Directors t. To be successful in this role, the market analyst r will nurture relationships, build value, handle objections, create urgency, , and collaborate strategically with the field and marketing to create a sales pipeline that exceeds quota expectations. What You'll Actually Do Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment You will also have a primary responsibility to educate leads/contacts regarding: Personify Health's value and key positioning pillars; solution differentiation from market alternatives Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods. Achieve quarterly objectives Qualifications What You Bring to Our Mission Proven success in sales/marketing in TPA and or Benefit Administration. Outgoing, positive, friendly, and a master communicator Demonstrated history in exceeding performance goals and quotas Experience selling enterprise products/services with a focus on value-based selling methodologies Strong communications and understanding of how to identify consultant and broker needs and map business value Adept in using Salesforce.com, Hubspot and Microsoft Office applications Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies. Experience with Benefitflow and/or MPLOYER appreciated but not required. Proficient in managing multiple simultaneous qualification and sales processes Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities Why You'll Love It Here We believe in total rewards that actually matter-not just competitive packages, but benefits that support how you want to live and work. Your wellbeing comes first: Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!) Mental health support and wellness programs designed by experts who get it Flexible work arrangements that fit your life, not the other way around Financial security that makes sense: Retirement planning support to help you build real wealth for the future Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage Growth without limits: Professional development opportunities and clear career progression paths Mentorship from industry leaders who want to see you succeed Learning budget to invest in skills that matter to your future A culture that energizes: People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable The practical stuff: Competitive base salary that rewards your success Unlimited PTO policy because rest and recharge time is non-negotiable Benefits effective day one-because you shouldn't have to wait to be taken care of Ready to create a healthier world while building the career you want? We're ready for you. No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you. Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice. In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $50,000 to 60,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for medical, dental, vision, and other benefits. We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing. #WeAreHiring #PersonifyHealth Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **************************. All of our legitimate openings can be found on the Personify Health Career Site.

Real is a fast-growing national real estate brokerage powered by technology. Real is currently operating in all U.S. states, Canada, and the District of Columbia. Founded in 2014, Real is a trailblazer in the Residential Real Estate industry, as we lead the disruption with our cutting-edge technology platform. We are on a mission to revolutionize the home-buying and selling process, making agents' lives better while creating lucrative financial opportunities for them. For more information, visit *********************** 1099 Contractor Location: Remote - Miami, Florida. MUST be based and licensed in the state of Florida to be considered. Scope of Work: Manage a team of licensed sales agents, providing guidance on regulatory compliance and NAR best practices. Implement risk management plans and update state-specific policy addendums in collaboration with brokerage operations. Define and deliver exceptional brokerage support to agents, ensuring compliance with state licensing laws, association membership, and MLS participation. Provide training to enhance agents' knowledge of contracts, risk management, licensing, and state real estate law. Establish and maintain a regional management structure that promotes scalability. Collaborate with various department leads, including brokerage operations, finance, support, and other team members nationwide. Promptly respond to agents' requests for assistance and problem-solving matters related to complex transaction issues. Oversee the creation and continuous improvement of company-wide and state-specific brokerage operations manuals. Foster innovation in brokerage operations to efficiently support the growing agent base. Utilize remote digital technology to streamline communication and collaboration. Bilingual (English/Spanish) a plus.

Benefits: 401(k) Bonus based on performance Competitive salary Dental insurance Flexible schedule Opportunity for advancement Paid time off Parental leave Training & development Vision insurance We're currently seeking an paralegal or MAP team member to join our firm. In this role, you'll be providing corporate development and regulatory services to client broker-dealers. The ideal candidate will possess prior experience in the financial services industry. This role will report to the Operations Manager. Compliance Exchange Group (CXG) is the market leader in providing a complete turn-key service for Broker Dealers including CMA / NMA services, buying, selling and building Broker Dealers. We are the architects charged with building successful firms for our clients. This includes principal outsourcing on all levels, including CCO, FINOP, CEO, and developing regulatory compliance systems to satisfy FINRA, SEC, state and federal regulators. We love what we do and we're on a path for growth. Compliance Exchange Group is comprised of professionals that exhibit a passion for building and maintaining broker-dealers. We offer a fully remote work environment with a company culture that promotes personal and professional development as well as a healthy work-life balance. We provide an array of benefits including competitive compensation, flexible work schedules, PTO, 401(k) with employer contribution, performance-based bonuses, opportunities for growth and more! This is a full-time W2 role with a compensation range of $60,000-75,000 annually. This is a remote position. Compensation: $60,000.00 - $75,000.00 per year About CXG Compliance Exchange Group operates at the vanguard of Broker Dealer consulting and Chief Compliance Officer outsourcing providers. Others claim to be “full service” while only hosting limited capabilities. At CXG we live up to the label, we outsource the complete range of compliance & finance Principals, including: Chief Compliance Officers FinOps Licensed Principals Series 4 - Registered Options Series 24 - General Securities Series 79 - Investment Banking Another reason our services stand head-and-shoulders above others is our roster of seasoned, highly experienced talent. Our Principals have built and developed Investment Banks and Trading Rooms, they have created Broker Dealers from scratch. They've also held CEO, CFO, CCO, FinOp, and Board roles at a variety of organizations, so they know the ins and outs of how businesses grow efficiently and effectively. Our superior talent and practical experience are why start-ups seeking FINRA approval and small- to mid-size firms looking to grow trust us to supply them with outsourcing solutions that work.

We're hiring Associate Brokers to help small and mid-sized businesses discover financing solutions that support their growth. This is an entry to mid level sales role focused on connecting with business owners, identifying their funding needs, and introducing them to commercial lending options. No finance or sales experience required-we'll teach you everything you need to know. Our top performers earn $400,000-$600,000 annually, and senior advisors with teams exceed $1,000,000 per year. We're looking for drive, discipline, and the willingness to learn. If you're ready to work hard and build a high-income career, we'll show you how. WHAT YOU'LL DO Daily Responsibilities : Make 300-600 outbound call attempts per day to business owners using our automated power dialer Introduce commercial financing solutions to businesses that may need capital Ask qualifying questions to understand if we can help their business Schedule follow-up calls and coordinate with our processing team Learn from senior advisors who will help you close deals while you develop your skills Build relationships with clients who come back to you for future financing needs Your Development Path: Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals Months 4-6: Start closing deals with mentor support while building your pipeline Months 7-12: Close deals more independently and develop repeat client relationships Year 2+: Build a book of business with recurring clients and referral partners High Performers: Opportunity to mentor new reps and eventually lead your own team EARNING POTENTIAL Commission-Based Compensation First 3-6 months: $10,000-$40,000 (learning phase, building skills) Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently) Year 2: $80,000-$200,000 (established client base and referral network) Years 3+: $150,000-$400,000+ (leveraging book of business) Top Performers: $400,000-$600,000+ annually Team Leaders: $1,000,000+ annually Additional Compensation: Commission rate increases as you hit performance milestones Monthly and quarterly bonuses for exceeding goals Income from repeat clients who return for additional financing Team leadership bonuses for those who advance to management COMPLETE TRAINING & SUPPORT We Teach You Everything: Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.) Sales scripts and conversation frameworks you can follow How to handle objections and common questions Product knowledge, credit basics, and lending fundamentals Daily coaching and feedback to help you improve Mentorship Program: Assigned mentor who is a top-earning advisor ($500,000+) Senior advisors will close deals for you while you learn the process Shadow successful reps to see what works One-on-one coaching sessions weekly Group training calls and workshops Tools & Technology: Power dialer system that automatically calls leads for you (no manual dialing) CRM platform to track your calls and manage your pipeline (we'll train you) Scripts and talk tracks to guide your conversations Lead lists provided, you don't have to find your own prospects Operational Support: Back-office team handles all loan applications and paperwork Processing team coordinates with lenders and manages approvals You focus on calling and building relationships, we handle the rest WHO WE'RE LOOKING FOR You don't need experience, but you do need: ✓ Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this) ✓ Thick skin - You'll hear "no" a lot; you can't take rejection personally ✓ Coachability - You're willing to follow our proven process and accept feedback ✓ Self-discipline - You can work from home without someone watching over you ✓ Goal-oriented - You're motivated by hitting targets and earning commissions ✓ Consistency - You understand success comes from showing up and doing the work every day ✓ Positive attitude - You stay motivated even when things are challenging Great Backgrounds for This Role: Customer service representatives looking to earn more Retail or restaurant workers ready for a career change Recent graduates who want to build a high-income career Athletes who understand discipline and repetition Military veterans transitioning to civilian careers Anyone with strong work ethic who's tired of limited income potential WHAT TO EXPECT The first 3-6 months will be the hardest because you're learning and building your pipeline. Most people quit during this phase. But here's what happens if you stick with it: You'll start closing deals and earning real commissions ($2K-$15K+ per deal) You'll build confidence and your calls will get easier You'll develop a client base that comes back to you repeatedly Your income will grow and become more predictable over time You'll have the skills to earn a six-figure income for the rest of your career IS THIS RIGHT FOR YOU? This is NOT for you if: You need a guaranteed paycheck regardless of performance You're not comfortable talking to people on the phone You want a typical 9-5 job where you do the minimum and go home You give up easily when things get hard This IS for you if: You're tired of working hard at low-paying jobs with no upside You want control over your income and schedule You're coachable and willing to learn a new skill You can handle rejection and stay positive You're ready to put in 6-12 months of hard work to build something real Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States. Requirements Daily Requirements: Must be in the office, no remote available. Looking for an immediate hire. Make 300-600 outbound call attempts per day using our power dialer Implement our scripts and sales process consistently Update CRM with notes from your calls Attend training sessions and coaching calls Benefits Training & Development Free Food & Snacks

About UsThimble is a leading insurtech platform for small business customers and agents. Thimble allows customers to quickly get insurance coverage by the job, month or year using its award-winning app, website, or over the phone. Founded by serial entrepreneurs, Thimble works with a variety of carriers to bring the best insurance solutions to small businesses, brokers and agents. Since it was founded, Thimble has delivered more than 170,000 policies to small businesses across the United States. Thimble was acquired by Arch Insurance, a unit of Arch Capital Group Ltd. (Nasdaq: ACGL), a publicly listed Bermuda exempted company with approximately $24.3 billion in capital at March 31, 2025. Arch, which is part of the S&P 500 Index, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries. Thimble's innovative culture and technical expertise are an incredible addition to Arch Capital's portfolio of offerings. The acquisition expands Arch's suite of digital solutions for small business customers and brokers. Thimble will remain a separate subsidiary, working closely with the Arch Group team. For more information, visit thimble.com. Our ValuesOur unique culture is built around our six core values: Think Wild, Act TameBe relentlessly creative. Question everything. Get to know the rules so well, you can use them in new ways. Be the industry's compliant radicals. Green Means GOAct. Move forward. Learn. You can only make a decision based on the best information you have - so make it. Own Every DetailBe ruthlessly precise. Disciplined. Sweat the small stuff. Simplify, Simplify, SimplifyGet to the point. Make it crystal clear. Cut everything else. It's our job to make insurance easy - however hard that is for us. Every Moment CountsShow up early and ready. Deliver on time or before. Make the most of your time, so others can make the most of theirs. Stay HumanTreat every person, and their ideas, with respect. Cherish diversity. About the Role We are hiring a Broker Success Associate in the East Region to provide support to our broker partners. Reporting to the Customer Success Team Lead, this role is dedicated to helping brokers be successful at quoting, servicing our products and growing their books of business. The broker success team is responsible for answering all questions from brokers on topics such as appetite, underwriting, broker portal, commission, servicing and training. To succeed in this role, you should have excellent communication and interpersonal skills and will quickly learn to understand the company's products and services. You should also be highly organized, professional, and able to manage multiple projects simultaneously. Please note: Thimble Fridays benefit (out of office at 12:00pm local time) is subject to a different day for the Success Team.Roles and Responsibilities Become an expert with Thimble's products and services Be the front line between the broker and Thimble. We want to leave a positive impression and develop a relationship that keeps the broker happy Provide brokers with timely and solution‐oriented responses to their business needs Provide overall excellent broker support and assistance, mainly through a high volume of tickets and chats Support the onboarding process for new brokers while delivering excellent customer service Provide guidance and best practices on configuring and utilizing the Thimble Broker Portal Help increase activation by bringing valued product and insurance knowledge to the purchase and servicing experience for new brokers Work closely with Customer Success and the Insurance team to remain aligned on compliance Collaborate with other teams to provide feedback on broker and user experiences What We're Looking For A Property & Casualty Insurance license is required Commercial insurance experience is required; small commercial business insurance experience is highly preferred Prior work with insurance brokers or agencies Experience in a fast-paced, high-volume support or customer service environment Excellent written and oral communication skills Highly organized with ruthless attention to detail Ability to adapt to changes and learn quickly Ability to manage multiple projects simultaneously A bachelor's degree is preferred What You'll Do in 30 Days Meet the team and gain a thorough understanding of our insurance product offerings, policies, different channels, and the ways that we sell coverage Shadow and train with the Broker Success and Customer Success teams Become familiar with our various software (Zendesk, Omni, Jira, and more) Learn Thimble's broker base and become comfortable answering various tickets What You'll Do in 60 Days Be completely comfortable with our suite of products and offerings Be able to receive and respond to most broker tickets with support from the Broker Success team What You'll Do in 90 Days Full end-to-end product knowledge Have complete ownership of your area of broker development and answering tickets Be integrated with other teams and collaborate on Thimble's projects Thimbler Benefits & Perks!-Fully remote company-Thimble Fridays! (out of office at 12:00pm local time) -Comprehensive health, vision, and dental coverage-401(k) auto enrollment and matching (100% of the first 3% and 50% of the next 3%)-PTO: 20 days vacation + 12 company-wide holidays + 8 floating days + 1 VTO (Volunteer Time Off) + unlimited sick time-Parental Leave: 100% paid 12 weeks + 2 weeks gradual return-Computer choice of Mac or PC-Work from home setup reimbursement-Monthly co-working space and/or child care reimbursement-Monthly ClassPass credit-Quarterly wellness reimbursement-Other health & wellness perks including: One Medical, Teladoc, Talkspace, Kindbody, and Health Advocate-Virtual events, happy hours, trivia, and fun!

SPRCHRGR (pronounced "supercharger") is a professional services consultancy providing highly skilled team members across a variety of complementary disciplines. We like to say, “cut out the vowels, get there faster!” because we prioritize creativity, efficiency, and performance in our work, and we have fun doing it. Our exceptional staff + innovative approach set us apart from stuffy traditional accountancies and commoditized outsourced bookkeeping agencies. We think differently about our work supporting high-growth startups, forward-thinking SMBs, and nonprofits located all across the US. We specialize in cutting-edge technology and partner with dynamic businesses across diverse industries. Our team culture emphasizes collaboration, learning, and process-driven efficiency. As a Senior Controller, you will use your technical accounting and strategic thinking skills to assist our clients in evaluating their current business model and planning for the future while working alongside our Accounting Operations team to “Supercharge” (hence SPRCHRGR) their businesses. It will afford you a high degree of flexibility, the ability to focus on a variety of accounting work, an opportunity to work with exciting companies, and a support network of accounting and financial professionals. Senior Controllers in our firm advance their careers by continuing to streamline processes, advancing their accounting and system technical skills, and embracing opportunities to broaden their financial planning and analysis skills by partnering with our internal Finance Managers and CFO team members. Responsibilities Provide clients with the highest level of accounting support Exhibit an extensive understanding of accounting practices, especially in the real estate industry Direct all accounting functions, including payroll, account receivables/collections, expense processing, taxes, and revenue recognition and reporting as required (working with an Accountant/Accounting Manager, as necessary) Manage communication with clients. Help identify opportunities to add to and improve the client's bottom line Responsible for overall fiscal operations: directing internal accounting programs and procedures, and maintaining useful relationships with outside partners and vendors as needed Provide ongoing financial analysis to a range of company leaders in support of key business decisions Provide sound leadership in complying with financial and legal requirements Collaborate with the Accounting Operations team on technical accounting challenges Qualifications Bachelor's degree with a focus in Accounting, Finance, or related field 15+ years of accounting experience Strong understanding of US GAAP Ability to oversee and review corporate accounting functions Complex financial modeling Solid understanding of accounting compliance requirements and experience implementing and managing accounting policies Excel - at a minimum, you must be highly proficient with - Pivot Tables, Data Tables, formulas, XLOOKUP, SUMIF, IF/THEN, XIRR. VBA macro-writing is a plus Experience with Yardi is a plus, not required Process and detail-oriented Desire to learn new technologies/methods Eager to follow established practices of SPRCHRGR - and help improve them! Experience in a remote environment is a plus Clear and concise communication - both written and verbal An unwavering commitment to confidentiality A dedicated workspace Access to reliable and secure, high-speed internet Embrace Core Values Why It's Awesome to Join Our Team Fully Remote: Work from home with a structured schedule. Career Growth: Gain hands-on mentoring and opportunities to advance into roles like CFO. Team-Oriented Environment: Collaborate with Client Accountants, Sr. Controllers, CFOs, and Accounting Managers while cross-training to share knowledge and workload. Competitive pay : W2, non-exempt - $50-60/hr, FT Bonus : Performance-based bonus compensation plan 401k: Up to a 4% match and no vesting period. QSEHRA : $100/month Application Notice At SPRCHRGR, we value fairness, clarity, and attention to detail in our hiring process. To ensure an equitable process, we ask that you submit your application only through the official posting for this role. Do not contact our hiring managers, team members, or leadership directly (via personal email, LinkedIn, or other channels). Applications received in this way will be automatically disqualified. All questions or inquiries regarding your application should be directed to our recruiting team at **********************. Notice to External Recruiters Please do not send unsolicited candidate submissions to our team. Our system automatically blocks domains that repeatedly send unrequested outreach. WHO WE ARE Ethical We do good. We act with integrity, earning trust instead of asking for it, and we do what is right even when it isn't easy. We are transparent, promptly sharing information and feedback directly and freely with all relevant stakeholders. Positive We love what we do. It shows in the positive and constructive attitude we bring every day. We realize work is more than just output; it's about the life experiences we share along the way. Passionate We care. A lot. We expect high performance of ourselves and our teammates. We constantly look to innovate and improve. We play to win and keep raising the bar to deliver results. Professional We are one team, focused on the "we" rather than the "I." We're consistently organized and accountable. Our work speaks for itself and stands the test of time. Inclusive By design, our team members believe, act, feel, and look differently from each other. We foster a sense of belonging and respect for every individual and we expect the same from our clients and partners. HOW WE OPERATE We focus on what matters We work efficiently but don't cut corners or compromise on best practices. We prioritize long-term value over short-term gains. We value simplicity over complexity. We reward it We reward the effort of our peers with matched enthusiasm. We share the spotlight and credit generously. We celebrate our successes, even the small ones. We own it We take pride in our work. We see projects through from start to finish. We continuously update process documentation and fix things we find broken along the way. We're a service-first organization We exemplify a customer-first mindset across everything we do internally & externally, always learning from our colleagues, partners, and clients. While the customer isn't always right, we value their trust in us and strive to reciprocate value by anticipating their needs, priorities, and expectations.

At Cotality, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. Job Description: Join Cotality, a $2 billion, 5,000+ employee global Information Services leader, as we define the future of property-level insights. We empower real estate brokers, MLS, property technology, financial services, and insurance industries with superior data, analytics, and data-enabled solutions. Our culture is built on initiative, full accountability, trust, and transparency. As we rapidly evolve to meet our clients' complex challenges, we need a strategic sales leader to drive our next phase of growth. What You'll Be Doing: We are seeking a National Sales Director to build and lead our strategic engagement with the top 10-20 real estate brokerage firms in the United States. This is not a transactional sales role; you will function as a strategic consultant, shaping how the most influential real estate brokers leverage data and analytics to drive their business and, in turn, the market. You will act independently, utilizing your extensive knowledge, relationships and professional concepts to establish and drive the adoption of complex, broad-solution products across national accounts, directly contributing to our functional strategy and overall business impact. This role requires a leader who can anticipate external business challenges and solve unique problems that have a broad impact on the organization. Strategic Leadership & Account Growth Contribute to Functional Strategy: Apply leading-edge industry knowledge to inform and contribute to the development of Cotality's national sales strategy, product roadmap, and overall go-to-market approach within the real estate brokerage ecosystem. Executive Partnership: Cultivate and own strategic, C-Suite relationships with the executives and leadership teams of the top 10-20 national real estate brokerages, positioning Cotality as an indispensable data and solutions partner. Advanced Solutioning: Design, recommend, and implement bespoke, enterprise-level data and analytics solutions that solve unique, complex problems for our clients, moving beyond ad hoc products to integrated, high-value platforms. Influence & Navigate Complexity: Work on significant and unique issues where the analysis of intangible variables (e.g., market shifts, regulatory changes, future technology adoption) is required, potentially impacting Cotality's future concepts, products, and technologies. Market Expertise & Internal Collaboration Deep Industry Acumen: Maintain profound competitive awareness and anticipate internal and external challenges (including regulatory issues) to ensure Cotality's offerings remain market-leading and relevant. Cross-Functional Leadership: Act as a strategic leader overseeing multi-disciplinary projects and activities of internal personnel (e.g., Account Executives, Product Managers, Solutions Consultants and Client Success Managers) to ensure cohesive account execution. Thought Leadership: Represent Cotality as an industry thought leader in high-visibility forums, professional networks, and client presentations, demonstrating exceptional skill in communicating complex concepts to diverse, executive-level audiences. What's in it For You: Large (~$2B+ revenue) formerly public information services and data business Durable cash flow and profitability regardless of changes in macroeconomic conditions Company certified as a global "A Great Place to Work." Remote working model. Competitive compensation, uncapped commission and benefits! Career path for continued professional growth. Working with leaders that care about your professional growth! Access to our world class self-development portal, centered around you as the employee. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees. Job Qualifications: 10+ Years in the Real Estate, Financial Services, or Data/Technology industry, preferably in an Executive-level solutions sales role targeting national accounts. Must demonstrate proven success in selling complex data or analytical solutions, not just transactional products. Demonstrated Experience presenting and influencing at the C-Suite level across large, matrixed organizations. Skillful communicator, both written and verbal, able to align Cotality solutions directly to high-level business problems. Deep Product & Industry Acumen with a focus on broad solutioning and applying leading-edge professional concepts. Ability to recommend process, product, or service improvements both internally and externally. Proven ability to act independently and exercise latitude in determining objectives and approaches to critical assignments. Must be a self-starter who determines methods and procedures on new, complex engagements. This position typically requires high levels of national travel to engage with executive clients and manage key relationships. **Please note range listed below is the potential annual base salary range. This role is an OTE compensation package that will have uncapped commission as well. Annual Pay Range: 180,000 - 225,000 USD Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. 2026-01-23 Thrive with Cotality At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life. Highlights include: Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off. Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend. Health: Multiple medical plan options with mental health and wellness support offerings. Retirement: 401(k) with company match and vesting after one year. Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250. Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more! Click here to see a comprehensive list of our benefit offerings. Please note, Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from the posted range Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace. Cotality is fully committed to a work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences. Privacy Policy Global Applicant Privacy Policy By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. Connect with us on social media! Click on the quicklinks below to find out more about our company and associates

Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Customer Service Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen. This remote position is only available to candidates who meet the following criteria: Must have prior State Farm or other related insurance experience Must have an active Property and Casualty license Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Develop new service opportunities with both existing and new clients. As an Agent Team Member, you will receive... Base Salary Valuable experience Growth potential/Opportunity for advancement within my office Requirements Prior State Farm experience (required) Property & Casualty license (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Associate Broker Service Representative Remote, 8am-5pm PST The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs. Overview of Responsibilities Customer Service: Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers. Assist in analyzing complex or challenging problems and provide relevant information and solutions. Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks. Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals. Utilize CRM platforms such as Sales Force to provide transparency and status of pending items. Client Communication: Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries. Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively. Acknowledge urgent requests upon receipt. Market & Product Knowledge: Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations. Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market. Collaboration and Team Support: Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information. Provide team back-up/desk coverage as needed. Assist other team members/departments as needed. Additional Skills and Requirements: High school diploma or equivalent. Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred. Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products. Ability to manage multiple tasks and prioritize in a fast-paced environment. Ability to work independently with supervision as well as part of a team. Ability to manage multiple tasks and prioritize in a fast-paced environment. Good analytical skills and attention to detail. Strong written and verbal communication skills, with attention to grammar and detail. Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers. Proficient using computer systems, office software, and data entry. Working Conditions: While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office. Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management. Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office. Compensation Hourly Range: $20.44- $27.26 per hour Actual compensation may vary from posting based on work experience, education, and/or skill level. * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance. As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities” section, please apply! We look forward to hearing from you!

Job Description Associate Broker Service Representative Remote, 8am-5pm PST The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs. Overview of Responsibilities Customer Service: Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers. Assist in analyzing complex or challenging problems and provide relevant information and solutions. Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks. Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals. Utilize CRM platforms such as Sales Force to provide transparency and status of pending items. Client Communication: Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries. Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively. Acknowledge urgent requests upon receipt. Market & Product Knowledge: Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations. Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market. Collaboration and Team Support: Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information. Provide team back-up/desk coverage as needed. Assist other team members/departments as needed. Additional Skills and Requirements: High school diploma or equivalent. Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred. Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products. Ability to manage multiple tasks and prioritize in a fast-paced environment. Ability to work independently with supervision as well as part of a team. Ability to manage multiple tasks and prioritize in a fast-paced environment. Good analytical skills and attention to detail. Strong written and verbal communication skills, with attention to grammar and detail. Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers. Proficient using computer systems, office software, and data entry. Working Conditions: While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office. Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management. Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office. Compensation Hourly Range: $20.44- $27.26 per hour Actual compensation may vary from posting based on work experience, education, and/or skill level. * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance. As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities” section, please apply! We look forward to hearing from you!

Associate Broker Service Representative Remote, 8am-5pm PST The Associate Broker Service Representative serves as a key point of contact for brokers, providing research, analysis, and resolution for inquiries related to billing, benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate support while maintaining strong relationships. The position requires close collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams to facilitate seamless issue resolution and enhance overall service delivery. A foundational understanding of the healthcare industry, attention to detail, and effective communication skills are essential to successfully navigate complex requests and support broker needs. Overview of Responsibilities Customer Service: * Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers. * Assist in analyzing complex or challenging problems and provide relevant information and solutions. * Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members * Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks. * Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals. * Utilize CRM platforms such as Sales Force to provide transparency and status of pending items. Client Communication: * Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries. * Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively. * Acknowledge urgent requests upon receipt. Market & Product Knowledge: * Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations. * Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market. Collaboration and Team Support: * Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information. * Provide team back-up/desk coverage as needed. * Assist other team members/departments as needed. Additional Skills and Requirements: * High school diploma or equivalent. * Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred. * Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products. * Ability to manage multiple tasks and prioritize in a fast-paced environment. * Ability to work independently with supervision as well as part of a team. * Ability to manage multiple tasks and prioritize in a fast-paced environment. * Good analytical skills and attention to detail. * Strong written and verbal communication skills, with attention to grammar and detail. * Good customer service skills, with the ability to effectively communicate via e mail and phone when interacting with customers. * Proficient using computer systems, office software, and data entry. Working Conditions: * While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities if local to the Westlake Village, CA office. * Full-time, Monday to Friday, 8:00 a.m. - 5:00 p.m. PST with overtime during peak periods, holidays, and weekends as requested by management. * Minimal travel may be required for client meetings or training sessions if local to the Westlake Village, CA office. Compensation * Hourly Range: $20.44- $27.26 per hour * Actual compensation may vary from posting based on work experience, education, and/or skill level. * * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. * We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance. * As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our "Duties & Responsibilities" section, please apply! We look forward to hearing from you!