Finance representative jobs in Santa Clarita, CA

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations. The Personal Banker III must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. Performs a full range of senior teller, operational, and account management transactions accurately and efficiently. Balances daily transactions and verify that cash totals are correct. Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements What We Are Looking For: High School degree or equivalent A minimum of two (2) years of banking experience Track record of outstanding member service. Demonstrated track record of success meeting and/or exceeding established goals. Lending experience. Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $25 -$29 per hour Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

‘An abode of quality organic ingredients' - this sentence is enough to sum up what Vantage Organic Foods Private Limited is about. We have been the leading suppliers of certified organic ingredients to importers, manufacturers and distributors all over the globe for the last two decades. Our vast range of ingredients includes grains, dry edible beans, oilseeds, vegetable oils, flour and much more Job Description Description: Seeking entrepreneurial feed ingredients merchandiser to add continual value to a large, established feed ingredients business in all over USA Responsibilities Establish long term relationships with suppliers and customers Source competitively priced animal feed Trade and sell feed ingredients to customers with consideration of value, price, quality and safety Promote company name/reputation in marketplace Collect market information and gain comprehensive knowledge about the commodities bought and sold Manage risk by operating within established guidelines Job Requirement /Skills High level of integrity, who will represent the Company and the Division well A team player who excels at building relationships with customers, suppliers, and co-workers Entrepreneurial, creative thinker who can manage and grow a business, discover and vet opportunities as part of a dynamic marketing team Qualifications 5+ years of experience in trading, sales and logistics of feed ingredients Existing contacts in the USA organic feed markets would be an added bonus Bachelor's degree in Ag Business or related discipline Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description Are you looking for a career where your work truly matters? As a Financial Advisor, you'll play a critical role in helping individuals and families achieve long-term financial security-whether it's saving for education, managing healthcare and housing costs, or planning for retirement. Whether you're launching a new career, expanding your current practice, or entering the financial services industry for the first time, we offer the tools you need to succeed. Our comprehensive training programs, extensive product offerings, and ongoing support are designed to help you grow a thriving practice. This opportunity allows you to build meaningful, long-term client relationships, enjoy the flexibility of managing your own schedule, and unlock significant income potential. If you're motivated to guide others through life's financial milestones and take control of your professional future, we invite you to explore a career with us. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: Bachelor's Degree or equivalent in work experience. Excellent communication and relationship-building skills. Integrity and Strong Work Ethic. Business-Minded Spirit. Confidence and Resilience. Competitive Advantages: Extensive professional development, training, and mentoring programs. Industry leader with excellent financial strength and impeccable integrity. Innovative market development tools. State-of-the-art financial analysis software. Flexibility to balance career and personal needs. Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Compensation Package: Commission pay Ability to Commute: Los Angeles, CA Ability to Relocate: Los Angeles, CA Los Angeles, CA: Relocate before starting work Work Location: Hybrid remote in Los Angeles, CA About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Beer Financial Group of Northwestern Mutual is seeking to onboard a new Financial Advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our network office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: ************************************************************** Position Overview: You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Sets BFG Apart? Top 20 in Diversity & Inclusion, with nationally recognized advisors Strong support system: mentoring, expert training, and advanced technology Inclusive culture enabling unlimited personal and professional growth Income potential, with top first-year advisors earning $150,000+ Independence, offering flexibility and control over your career path Backed by Fortune 500 company Northwestern Mutual, Aaa rated by Moodys Our growing network office is located: Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA Remote representatives serving Greater Palm Desert, CA The expectation is to be in the office at least three days per week The Backbone of Our Success, Our Local Leaders: Christopher Ardoin - Financial Advisor, Director of Early Productivity: How long with NM? Joined Northwestern Mutual in October 2010. Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses. Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!). Janice Brodin - Financial Advisor, Growth Development Director: How long with NM? Joined Northwestern Mutual in 2008. Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP. Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends. Mitchell Beer - Managing Partner: How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006. Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements. Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence. Rojia Rashidfarrukhi - Chief Recruitment Officer: How long with NM? Joined Northwestern Mutual in January 2020. Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience. Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee. Nathan Choe - Financial Advisor, Growth Development Director: How long with NM? Joined Northwestern Mutual in 2016. Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors. Passionate About? Client education, building client relationships across 27 states, and mentoring new advisors. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Benefits: Strong Earnings Potential: Combining the potential to earn a substantial first year stipend, with nlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability Learn more about our Total Compensation Philosophy and State Specific Information.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $123,000 at plan earnings Responsibilities: Embrace the role of a structured yet coachable team player open to continued education and training from other team members Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. Create customized financial plans using the products and services we offer based on each client's potential life and financial needs. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Qualifications: Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary A Bachelor's degree in finance, business administration, or alternate related analytical field is required Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity. Strong relationship management skills and/or experience. Ability to successfully network to prospect new potential clients. Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. Ability to work a hybrid schedule. About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #73 on Fortune 100 in 2020 A leading company with many agents qualifying for MDRT2 year after year Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Are you a BCom graduate eager to build a successful career in the investment/financial planning industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role. Fluency in Afrikaans and English will be required. REQUIREMENTS A completed BCom degree (Finance/Business/Insurance/Risk advantageous) Genuine interest in developing a long-term career in the investment industry Fluent in English and Afrikaans (both essential) Detail-oriented, organised, and eager to learn Confident communicator with a professional attitude Able to work in-office in Claremont Monday to Friday Full training provided - perfect for graduates Clear career growth opportunities within the insurance sector Supportive, friendly team environment A chance to gain valuable, practical experience from day one DUTIES Support the team with day-to-day administration Assist with client enquiries and prepare policy documentation Update and maintain accurate client records Liaise with insurers and internal departments Ensure compliance with industry standards Provide general administrative support Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Follow us on Facebook Follow us on LinkedIn Visit our Website

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability. Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $100,000 at plan earnings Responsibilities: Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: Must possess uncompromising integrity and the ability to communicate complex ideas Must have effective relationship management skills Ability to successfully network to prospect new potential clients is a must About Company New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Description Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you. Compensation: 120,000 at plan commissions Responsibilities: Leverage company-provided marketing tools and industry resources. Participate in structured coaching and mentorship programs. Attend hybrid meetings, including in-person team collaboration, as required. Offer solutions in insurance, asset accumulation, and retirement planning. Develop client relationships and provide tailored financial strategies. Qualifications: Self-motivated, coachable, and driven to succeed. Strong interpersonal and communication skills. Demonstrated leadership or a proven track record of success. Experience preferred and comprehensive training is included. Must be authorized to work in the US. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Job Description Did you get into financial planning to help people, but feel overburdened by repetitive and administrative-oriented tasks? Do you read up on Roth conversion strategies on the weekends? Are your clients on your holiday card list? Are you curious or passionate about ESG investing? If so, you might secretly be an Abacan. Welcome! We are so excited to meet you. Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is why we offer unlimited vacation, flexible work arrangements, gender-neutral paid parental leave, and more. This is an invitation for seasoned financial advisors (CFP with 5+ years in the trenches) to express an interest in joining our community here at Abacus. We currently have the greatest need in Santa Monica. This is a hybrid position, working 2-3 days per week in our Santa Monica office. Starting salary would be based on several factors, with years of experience leading the conversation. Are you looking to join a team where financial planning meets purpose? Where spreadsheets and compassion coexist? Where you can bring your whole self to work (even the part that gets excited about tax-loss harvesting)? We can't wait to meet you! Life as an Abacus Advisor: Where Money Meets Purpose Deliver consistent financial planning experiences so good, clients might name their yacht after you Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with the confidence of someone who doesn't need to call their teenage nephew for help Wield our advisor tools and technologies like a financial planning superhero Welcome new clients as either their lead advisor or relationship manager (we're all about the dynamic duo approach) Help us grow by networking, writing, speaking, or simply having genuine conversations with clients about referrals Strongly encouraged: Develop your own financial "superpower" (e.g. subject matter expertise, client niche or avatar) Offer such wonderful service that your clients can't help but refer their friends and loved ones to you (with bonus comp that'll make your wallet smile) Open to joining an internal committee where you can contribute your vast knowledge and demonstrate leadership skills (no mandatory trust falls, we promise) Participate in our Matchmaking process (prospects who book a call through our website) to help determine if they are a good fit for Abacus Appreciate the value of educational growth and development - dedicate up to 10% of your time learning new tricks Guide the next generation of financial wizards by mentoring associates and newer advisors - think of Abacus like a teaching hospital where we are always growing the next generation of talent Contribute at least 8 hours annually to Pro Bono work (because doing good feels good) Be excited about growing your career here, and eventually becoming one of our employee owners. Must-Haves: Non-Negotiables That Support a Great Job Fit Alignment with our Core Values - not just on your resume, but in your daily actions and decisions CFP designation (the one acronym we absolutely require) 5+ years of experience in financial planning at fee-only RIAs (your experience runs deeper than a standard deviation chart) Communication skills that can translate "complex financial jargon" into "oh, now I get it!" Project management skills that would impress Marie Kondo - organized, detail-oriented, and resourceful. Our Advisors are not experts in every area, but they are organized and attentive, using their resources to provide an accurate and timely response to their clients. A passion for financial planning that borders on obsession (if you've ever debated credit card points at a dinner party, you're our kind of people) Ability to embrace change and new technology faster than you can say "blockchain" Appreciation for our B Corp certification - we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us! We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy. Powered by JazzHR CYxJZfMVTP

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow's wealth with wisdom and innovation. Career Description: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: Performance-based compensation, unlimited earning potential Residual income Subsidized health benefits Customized personal business planning Full marketing, prospecting, and technical support Robust technology platform, including customizable CRM software Customized training and mentorship program with established advisors and leadership Ongoing resources and support, with autonomy to run your own practice Opportunity to qualify for trips to world class destinations In-house resources, including New Business Support, CPA's, estate planning attorneys, directors of practice development, and subject-based experts Transitional income possible for qualified candidates Responsibilities: Work closely with clients to identify and achieve their financial goals through personalized investment strategies. Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. Cultivate lasting client relationships built on genuine interest, empathy, and solutions. Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: Bachelor's degree Excellent interpersonal skills Securities Licenses (Preferred) Life, Health & Accident Insurance License (Preferred) #LI-MMSG1

About the Role & Program: Disney Music Group (DMG) is the music hub for TWDC, encompassing all aspects of music monetization: Recorded Music (Walt Disney and Hollywood Records), Disney Music Publishing and Disney Concerts. DMG distributes music from films, series, Parks, artists, and more both physically and digitally (streaming and downloads); and also licenses music throughout the world in various forms of media including television, print, gaming and consumer products. The DMG Finance team is looking for a finance intern who is curious about music and has the aptitude to absorb and learn about the ever-changing music landscape. DMG Finance is a fast-paced, dynamic environment and we are looking for a finance intern to utilize and build upon their technical capabilities (Microsoft Excel, Power BI, Tableau) to help build dynamic dashboards that will provide financial insights for key music stakeholders. This internship is a full-time, three-month commitment in the Burbank, CA area from May/June - August 2026. What You Will Do You would join a collaborative team performing financial responsibilities for DMG, including budgeting, forecasting, project modeling, and variance analysis. You would also collaborate closely with key business partners in sales, marketing, production and creative. Assist with gathering and analyzing data to build a dynamic revenue to marketing expense dashboard for priority music titles Assist with optimizing management reporting deliverables for key music stakeholders Act as an embedded team member within DMG Finance and a close partner to the business we support Demonstrate confidence and curiosity in analyzing large datasets using systems such as SAP, Cognos, Business Objects, and Tableau, while showcasing enthusiasm for data aggregation and visualization tools like Alteryx, Power BI or Tableau Conduct ad-hoc reporting and analysis for various DMG business verticals as needed Required Qualifications & Skills Exposure and curiosity to learn advanced Excel skills Familiarity with enterprise level systems such as SAP, Cognos, Business Objects, Tableau, Power BI, Alteryx Basic knowledge of key accounting principles Demonstrated excellence in coursework in Accounting, Finance, or Data Analytics Education: Junior or Senior year preferred Major or previous coursework in Business, Finance, Economics, Accounting or related area Eligibility Requirements & Program Information: Candidates for this opportunity MUST meet all of the below requirements: Be enrolled in an accredited college/university pursuing a degree taking at least one class at time of application OR currently participating in a Disney College Program or Disney Internship. Current Disney Interns, College, International, or Culinary Program Participants: You may only work for ONE consecutive year (12 months) in any combination of an internship and/or program. Be at least 18 years of age Possess unrestricted work authorization Additional Information: Able to work full-time (40 hours per week) during traditional business hours for the duration of the internship Able to provide own housing and transportation in the Burbank, CA area The pay rate for this role is $22.50 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: **************************************** Job Posting Segment: DEFIN Job Posting Primary Business: Finance Core Primary Job Posting Category: Other Employment Type: Full time Primary City, State, Region, Postal Code: Burbank, CA, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-11-03

2+ to 5 years experience Provides retirement planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others. Essential Job Functions 1. Provides retirement strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement needs, and providing ongoing advice to the client as to what investment products are in the client's best interest. 2. Creates financial plans for customers. 3. Maintains an in-depth knowledge of the Bank's products and offerings, and promotes these products and offerings amongst clients as appropriate. 4. Provides training to and promotes products between bank branch personnel in conjunction with BWIS Regional Manager. 5. Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products. 6. Provides outstanding customer service by following up on any client service request. 7. Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations. 8. Collaborates with WMG and BOW partners. 9. Deepen relationships with existing book of business. 10. Responsible to grow IAS book of business to meet and exceed annual goal levels. 11. Must be able to develop / maintain cumulative IAS book of business of $ 0 - $9 SKILLS AND CERTIFICATIONS Does the candidate have an active series 7? Does the candidate have an active series 65 or 66? Does the candidate have an active Life Insurance license? Does the candidate have at least 2 years investment sales experience? Does the candidate have a clean FINRA record? Does the candidate have experience selling annuities and managed money products? IDEAL CANDIDATE * Professionalism and the WANT to be a part of the team * Think, dress, act with integrity * Academic background and professional background * Self-motivated * Hunger to be successful, driven to succeed * Why are you a financial advisor? Is it a passion or a need to have this type of position * Collaborative * Business partners, agreement for success * Reflecting communities we service * Ethnic and gender diversity * “Closers” needed * Ask for the business at the end of appointments, ask for referrals. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

About ITT: About ITT: ITT is a leading manufacturer of critical components for harsh environments that serves fast-growing end markets in flow, aerospace and defense, energy and transportation. Building on our heritage of innovation, we partner with our customers to deliver solutions to the key industries that underpin our modern way of life. Headquartered in Stamford, CT, we have more than 11,700 employees globally with operations in ~40 countries and sales in more than 125. At our core is our engineering DNA, with 1,280+ engineers, 1,700+ active global patents and ~51 manufacturing locations. Our businesses are organized in three distinct segments, each based around our core engineering DNA: Industrial Process: A global leader in centrifugal and twin-screw pumps and engineered valves for chemical, energy, mining, and industrial applications. Our leading brands include the iconic Goulds Pumps (with more than 175 years of history), Bornemann, Habonim, Engineered Valves, Rheinhütte Pumpen and Svanehøj. Motion Technologies: A global leader in brake pads (ICE and electrified brake pads) and shock absorbers (energy absorption solutions) for transportation applications. Our leading brands include Friction Technologies, KONI and Axtone. Connect and Control Technologies: A leader in critical applications for the aerospace, defense and industrial markets, including harsh environment connectors and control components. Our leading brands include ITT Cannon, Enidine, Aerospace Controls and kSARIA. Position Summary We are seeking a motivated and detail-oriented Finance Intern to join our team for the summer of 2026. This internship offers a unique opportunity to gain hands-on experience in operational accounting and finance within a world-renowned, publicly traded aerospace manufacturing company. Under mentorship the intern will gain exposure to both general and manufacturing-specific financial practices, contributing to meaningful projects and learning industry standards. Essential Responsibilities • Assist the Accounting/Finance team with daily operational activities • Review and update current standard operating procedures • Gain an understanding of ITT's SOX policies and procedures • Maintain and file documents in accordance with ITT's retention policy • Support resolution of Accounts Payable (AP) and Accounts Receivable (AR) items • Participate in inventory audits and cost analysis Position Requirements • Currently enrolled in an Accounting or Finance undergraduate program (BS), in good academic standing (GPA of 3.0 or higher) as a Junior or Senior • Knowledge and understanding of GAAP and relevant accounting regulations • Solid grasp of accrual accounting principles • Familiarity with accounting information systems (e.g., SAP, Oracle) • Strong written and verbal communication skills • Proficient in Microsoft Office (Outlook, Excel, PowerPoint) Equal Pay Act Statement We aim to pay our ‘ITT'ers' fairly and competitively in the locations that they live and work. Pay-for-performance is a principle that we believe in, and employees are rewarded based not only on ‘what' they accomplish, but also on ‘how' they reflect ITT's values. ITT offers a competitive salary and robust total rewards package, such as health insurance, 401(k), short and long-term disability, paid time off, growth and developmental opportunities, and other incentive compensation programs. Specific benefits are dependent upon whether or not the position is part of a collective-bargaining agreement. The salary offered to a candidate is based several factors such as candidate experience and qualifications, location, as well as market and business considerations. Equal Pay Act Range $20.14 - 29.86 Not ready to apply? Connect with us for general consideration.

Job DescriptionDescriptionThis is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.Our long-term objective is to remain locally owned and independent. While continuing to build a culture that's focused on contribution and growth. We're recruiting Personal Lines Risk Advisors that want to: Play a vital role in the growth and perpetuation of a company. Become owners of a company that has developed a strong reputation in the industry. Our Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a business's needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need. Key ResponsibilitiesSales & Consulting Create your Personal Excellence Plan with the Sales Manager and President. Identify, develop and nurture relationships with prospects and centers of influence. Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis. Deliver sales presentations to prospects and clients on new and renewal business. Provide risk management/loss prevention advice to prospects and clients. Cross-sell the agency's services. Ask for referrals from centers of influence and clients to generate new business. Participate in team sales situations with other Risk Advisors and support personnel. Obtain information needed for rating and issuance of proposals. Quote all lines of business with all carriers via the carriers' online quoting systems and communicate with underwriters, as needed. Prepare proposals. Prepare applications and bind coverage. Make new sales in accordance with goals set in conjunction with sales manager. Suggest new prospecting and marketing ideas. Service & Retention Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner. Assist in marketing accounts when having key relationships and/or product expertise. Review proposals prior to meeting with clients. Work with the team to design insurance plans and recommend coverages to clients. Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures. Maintain accurate client information while adhering to company SOPs. Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required). Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs. Develop a profitable book of business for the agency and carriers. Role & Team Growth Execute the Personal Excellence Plan to ensure that the objectives are achieved. Take initiative for learning and improving technical and sales skills regularly. Attend and participate in sales meetings. Manage workload and relationships while consistently hitting monthly sales goals. Attend client related professional association events along with insurance association and company events. Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook. Deliver presentations for professional associations, community events, partner webinars, etc. Join and participate in non-profit organizations throughout the community and sit on at least one Community Board. Maintain positive relationships with Cavignac employees and partners. Skills, Knowledge and Expertise Must hold and maintain current California Property & Casualty License. 3+ years experience as a Personal Lines Risk Advisor (Preferred). Proven success record in achieving sales objectives and numbers. Attained a Bachelor's Degree (Preferred).