Hilltop Holdings jobs - 39 jobs

Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. High school diploma or equivalent Appropriate licenses, if State required. A minimum of 5 years loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision-making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. *In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Other functions as needed.

Most CSM roles are customer service with a nicer title. This isn't that. This job is for someone who can lead business owners who are busy, stressed, and often stuck in old habits. They do not need a friendly check-in. They need a capable operator who can take control of the process, earn trust fast, and drive outcomes. If you're the kind of person who hates watching problems linger, hates vague accountability, and gets satisfaction from turning chaos into a clear plan that gets executed, you'll do well here. If you need clients to be polite, organized, and easy, you won't. About Yellowstone Local Yellowstone Local is the recruiting partner for skilled trade companies. We help HVAC, plumbing, electrical, and other blue-collar businesses hire better people with systems that work. We are not a staffing agency and we do not charge big placement fees. We run the full recruiting engine for our clients, then hold the line on process so hires actually happen. We're profitable, cash flow positive, and built to scale. Fully remote team. High accountability. Low drama. Why this role exists Our clients have open roles that cost them money every day. Most of them wait too long to recruit, then panic hire when the business starts bleeding. They also resist the things candidates actually require, like fast interviews, fast offers, and consistent follow-through. This CSM role exists to change that. You own the client relationship end to end. Onboarding, strategy, execution alignment, expansion, retention. You are accountable for net revenue retention (NRR). When results slip, you do not “update the client.” You diagnose the breakdown, drive the plan, and lead the team and the client to fix it. What we value in a CSM here We hire for “quotients.” You do not need to be perfect in all of them, but you must come in strong and be able to learn fast. Authority and ownership You lead. You do not poll clients for preferences when you already know best practice. You recommend what they need, explain tradeoffs, and hold the line. Trust is earned through competence, then used to drive outcomes. Skilled trades understanding You can speak the language of home service and construction owners. You understand urgency, seasonality, revenue per tech, and why hiring delays cost real money. You do not talk like a corporate help desk. Technology competence We deliver service through tools. Slack, HubSpot, Google Workspace, and AI tools are core to how we work. If you are shaky on tech or sloppy with systems, you will struggle. Written communication quality matters. Recruiting and funnel thinking You can diagnose hiring issues like a funnel. If hires are not happening, you know where to look and what levers to pull: top-of-funnel volume, candidate quality, speed to interview, interview quality, offer strength, follow-up cadence, client responsiveness, and process adherence. Cross-functional leadership You are the quarterback. You lead the internal pod and the client. Recruiters own hires as a KPI, but you own the client outcome and retention. You align the recruiter, support team, and your client success associate to execute the plan. What you'll do Client onboarding and activation Run onboarding as the first post-sale owner Set expectations, establish operating cadence, and train the client on the process Create “stop the bleeding” plans for urgent openings Strategy and execution leadership Build and drive recruiting strategy per client, using best practices plus client-specific constraints Push clients to do what candidates require (speed, availability, interview cadence), even when inconvenient Coordinate internally with recruiting and support so execution stays tight Retention and expansion ownership Own net revenue retention for your book Handle save conversations when clients want to cancel, pull out complaints fast, then drive a path forward Identify expansion opportunities when results and trust are strong Operations, communication, and standards Run weekly client calls with clear commitments and next steps Keep communication tight in Slack and email, with clean follow-up and documentation Use HubSpot and internal systems correctly, consistently, and fast Who this is for This role fits someone who is: Direct, calm, and high ownership Comfortable leading business owners and having hard conversations Process-driven without being rigid Strong in writing, follow-up, and organization Coachable, not defensive Motivated by outcomes, not activity This role is not for someone who needs strict boundaries on time every single week. Most weeks are 40 hours. Sometimes the business needs more, and the job requires you to respond like an owner. Compensation and benefits Compensation $50,000 base salary $50,000 variable tied to net revenue retention (OTE $100,000) Uncapped Upside exists above goal when you grow your book Benefits Blue Cross Blue Shield medical insurance, strong plan coverage Flexible PTO (typical 12 to 15 days) Standard holidays Two weeks off at end of year (CSMs coordinate coverage) 12-week maternity leave Fully remote How to apply Apply, complete a short screening, then interview with leadership. We move fast when it's a fit. Must-have 3+ years in client success, account management, customer onboarding, or implementation with SMB clients Proven experience leading clients through change, not just supporting them Strong written communication (you will live in Slack and email) Competence with modern SaaS tools (CRM, ticketing, docs, async workflows) Experience running recurring client meetings and driving action items to completion Strongly preferred Experience supporting home services, construction, or blue-collar SMBs Experience in recruiting, talent operations, staffing, or hiring workflows Proven ability to diagnose performance problems using funnel thinking (marketing, sales, or recruiting funnels) Core Competencies Ownership & accountability Strategic thinking Client empathy with firm boundary-setting Clear written and verbal communication Process-oriented with a bias toward action Work Environment & Expectations Remote role with structured accountability High client interaction and performance expectations Ownership mindset with revenue responsibility Yellowstone Local is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #green

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is seeking motivated individuals to join our team as Remote Agents. This is an excellent opportunity to work from the comfort of your own home and establish a successful career in the insurance industry. As a Remote Agent at Yellowstone Life Insurance Agency, you will be responsible for providing top-notch customer service to clients, assisting them in finding the right insurance coverage to protect their loved ones and assets. You will have access to our lead platform, which connects you with individuals and families who have shown interest in purchasing life insurance policies. We are looking for self-driven individuals with excellent communication skills and a passion for helping others. If you are motivated, organized, and enjoy working independently, this could be the perfect fit for you. Responsibilities: Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. Provide personalized insurance recommendations based on clients' specific requirements and financial goals. Educate clients on the different types of life insurance policies and their features, benefits, and limitations. Assist clients in completing insurance applications and gather the necessary documentation. Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies. Requirements Excellent interpersonal and communication skills. Strong problem-solving abilities and the capability to analyze complex information. Highly organized with great attention to detail. Self-motivated and able to work independently. A current Life Insurance License is preferred, but we will consider candidates who are willing to obtain the license within a specified timeframe (cost may vary depending on the state).

We are looking for someone that shares in our commitment to bettering ourselves and the communities we live in. As a representative with our company, you will be responsible for meeting with our clients either virtually or in person, that have requested our help with an array of insurance products!! Working with over 25 A - A+ rated companies to ensure our clients the best and most affordable options. This is 100% Commission based position. You would be a 1099 Contracted Agent! No Experience Necessary 1) We offer you a complete training program at no charge 2) You will have your own mentor to guide you through each step 100% Commissions 1) Paid DIRECTLY from the insurance companies 2) Fast Pay- Everyday Pay 3) We feel YOU should determine YOUR income, not a boss 4) Business Builders Available to earn 5) Vested DAY ONE! 6) Opportunity to earn a bonus each month Clients 1) NO door knocking 2) No list of friends and family 3) You are following up with clients that have requested information about our services. YOUR option to build a Business 1) You have the option to build a business from day one! 2) You can build your business both locally or nationally and we will guide you through the process. 3) Thinking about moving, No Problem, we have clients all over the country. Culture 1) We want to help YOU win! 2) We truly work as a TEAM You must have: 1) An ethical, self-disciplined, trustworthy, motivated, and entrepreneurial spirit 2) A likeable personality and the ability to connect with others 3) A willingness to acquire a life/health insurance license, if you don't already have one (and we can help you if you don't) 4) The ability to set aside your ego, be coachable, and follow a proven system No matter where you are in life's journey, we have a place for you!! Maybe you're just starting out, going through corporate layoffs, your salary or commissions have been reduced, your position is being eliminated or you simply need extra money. We have a place for you while making a huge impact on the lives of the clients you help!

Under the direction of the Branch Manager, directs the sales team within a specific branch office, to ensure quality loan production via market and loan representative development. May also perform office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Bachelor Degree in Marketing or business related field, preferred. Appropriate State license, if required. A minimum of 3-5 years loan officer experience and a minimum of 3 years of management experience. Demonstrated ability to manage all phases of residential mortgage origination. Demonstrated ability to interact with regional and corporate departments, to lead, direct and motivate a successful sales team of professionals, and to recruit and hire mortgage professionals. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. An ability to quickly assess and process large amounts of information accurately. Stays informed of trends and developments in real estate market and competitive environment, as well as, changes in rules and regulations pertaining to both private and government insured mortgages. Ability to work flexible hours. Some travel required. ___________%. Must be active in the community and in job-related organizations to enhance the network of beneficial contacts. Valid driver's license and current automobile liability insurance. Ability to adjust to the changing mortgage environment. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Recruits, hires and trains qualified loan officers and directs training programs relative to sales techniques, product and technical requirements. In conjunction with the Branch Manager and Operations Manager ensures that all loans are saleable and deliverable according to Agency, Corporate Broker, and Company guidelines. Develops and implements sales strategies, forecasting and reports as necessary. Monitors loan pricing and other competitive factors to effectively compete in the market place. Assists in the development of builder/broker contacts for the benefit of the sales staff. Maintains a professional image and adheres to standards consistent with company policies and procedures. Other duties as assigned.

Yellowstone Life Insurance Agency, an Integrity Company, is excited to announce an opening for a Remote Entrepreneur/Leader position. This role offers the flexibility to work from home while guiding and inspiring a team to deliver exceptional insurance solutions to clients. As a Remote Entrepreneur/Leader, you will be at the forefront of our efforts to provide financial security to families through life insurance. Your mission will involve leading a team of dedicated agents, fostering a positive and productive environment, and driving their success by developing their skills and encouraging their growth. This is an excellent opportunity for individuals with a strong entrepreneurial spirit and a passion for leadership. You'll benefit from our extensive support structure and proprietary lead generation platform that connects you with families actively seeking insurance solutions-without the need for cold calling. Responsibilities Lead and develop a remote team of agents, ensuring they have the tools, resources, and support needed to thrive in their roles. Conduct regular training sessions to enhance agents' understanding of products and effective sales techniques. Establish performance metrics, track progress, and provide constructive feedback to drive team success. Create a motivating and collaborative team culture that encourages continuous improvement and innovation. Work closely with upper management to align team goals with broader company objectives and initiatives. Celebrate team successes and recognize individual contributions to foster high morale and engagement. Requirements Demonstrated leadership experience, ideally in a sales or insurance environment. Exceptional communication and interpersonal skills, with a talent for motivating and guiding team members. Strong analytical skills to assess team performance and implement effective strategies for improvement. Entrepreneurial mindset with a proactive approach to problem-solving and team development. Current Life Insurance License is required (candidates may be considered without a license, but must obtain one within 60 days of hire). Experience with remote work and virtual team management is a plus. Benefits Freedom & ability to work virtually

Yellowstone Local is a staffing and recruiting agency dedicated to supporting the skilled trades industry. We connect high-performing talent with growing home service companies across the U.S. Our clients, leaders in HVAC, plumbing, electrical services, and beyond, depend on skilled professionals to help drive their business growth. At Yellowstone Local, we take pride in matching the right people with the right opportunities, ensuring long-term success for both our clients and candidates. Position Overview Knights Plumbing & Drain is looking for a Business & Employee Development Coordinator who thrives in fast-paced environments and is fired up about helping people grow. In this role, you'll play a critical part in building training systems, supporting employee development, optimizing internal operations, and driving business initiatives forward. You'll collaborate directly with leadership to align people, process, and performance, all while helping a mission-driven company scale with heart. Key Responsibilities Employee & Office Development Coordinate training for CSR, dispatch, and administrative staff. Develop and maintain onboarding programs and growth pathways for office and field roles. Track employee performance, KPIs, certifications, and development milestones. Support employee coaching, ride-alongs, and personalized development plans. Organize meetings, training calendars, and internal development sessions. Help lead culture initiatives tied to company values, mindset, and personal growth. Business Development Research and implement process improvements to boost service efficiency and customer experience. Support marketing initiatives by tracking campaign performance and coordinating content efforts. Assist with special projects like platform integrations, market expansion, and acquisition strategies. Create reports and insights to help leadership make strategic decisions. Ensure alignment between field, sales, and customer service departments. Administrative & Operational Support Maintain SOPs, training binders, and development documentation. Support internal communication efforts and company-wide updates. Coordinate events like team meetings, contests, trainings, and orientations. Assist leadership with follow-ups, scheduling, and execution of business priorities. Why Work With Yellowstone Local: 100% remote work setup with flexibility based on client needs Be part of a growing team that supports top-tier brands in the skilled trades Receive dedicated training and support from both Yellowstone Local and the client Unlock long-term growth opportunities and stability based on your performance What's in it for you Pay: $6-$8 per hour (based on experience and qualifications) Schedule: Full-time position with some flexibility depending on business needs Culture: Grounded in values like grace, responsibility, and growth-you're not just a number here Impact: Be the force behind real employee growth and business transformation Growth: Work closely with leadership and gain exposure to business strategy, team building, and scaling operations What We're Looking For Excellent communication and interpersonal skills, you know how to connect with people Detail-oriented and organized with strong follow-through Able to work independently while managing multiple projects Familiarity with the service industry (plumbing a plus, not required) Comfortable with spreadsheets, project tracking, and KPI dashboards Passion for personal development and helping others succeed Professionalism, emotional intelligence, and a growth mindset are must-haves Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. Yellowstone Local is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange

Under the direction of the Lead/Primary Loan Originator, performs part-time office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary and/or other team members, in-process customers, and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 6 months real estate or financial services experience required. Maintain active NMLS registration and required licenses in good standing, in compliance with applicable laws. Interacts with regional & corporate departments, as well as customers, realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision-making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU and Loan Origination software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. *In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Engages in residential mortgage loan origination activities as defined by the SAFE Act, including taking mortgage loan applications and offering or negotiating terms of residential mortgage loans. Markets and promotes PrimeLending's financial products. Associate Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Establishes and maintains relationships with realtors, bank officers, builders, and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator. Handles loan volume and assists with residential mortgage loans as directed by team lead/primary loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments, or debts. Schedules appointments with potential customers for the team. Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. Meets customer service standards as outlined by management. Other functions as needed.

Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually

Under the direction of the Regional Manager, manages branch staff activities including the origination, processing, closing and funding of mortgage loans within the branch. Assures excellent quality service is provided to our customers to maximize branch profits. Anticipates and prepares for the continued growth of the branch, making sure the branch is adequately staffed and personnel are trained to ensure achievement of the Company's objectives. Bachelor Degree in Business or related field, preferred. Appropriate State licenses, if required. Minimum of 3-5 years mortgage banking experience, with a minimum of 3 years supervisory experience. Demonstrated ability to manage all phases of the residential mortgage origination process. Demonstrated ability to interact with regional and corporate departments, to lead, direct and motivate a successful sales team of professionals, and to recruit and hire mortgage professionals. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Must be active in the community, and in job-related organizations to enhance the network of beneficial contacts. Stays informed of trends and developments in real estate market and competitive environment, as well as, of changes in rules and regulations pertaining to both private and government insured mortgages. Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel. Ability to work flexible hours. Travel required. ___% Valid driver's license and current automobile liability insurance. Ability to adjust to the changing mortgage environment. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Recruits, hires and trains branch personnel. Motivates staff to achieve maximum production levels; conducts performance reviews and documents employee files according to company policies. Monitors quality of loans originated by loan officers and ensures they are within Company policy guidelines. Establishes and controls the branch's budget and income goals within predetermined guidelines as directed by the Company. Oversees branch performance and communicates goals and policy changes on a regular basis to branch personnel. Generates new business through contacts with builders, developers and realtors to expand market share. Ensures all functions are in complete compliance with federal, state, regulatory, and Company policy and procedures. Maintains a professional image and adheres to standards consistent with company policies and procedures. Markets and promotes PrimeLending's financial products. Originates loans and meets the Company's minimum production standards by taking complete and accurate loan applications, using PrimeLending's product set. Other duties as assigned.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is thrilled to offer a flexible part-time opportunity for motivated individuals to join our team as Part-time Remote Sales Agents. This role is perfect for those looking to earn extra income while working from the comfort of their own home. As a Part-time Remote Sales Agent, you will engage with leads generated through our effective marketing strategies aimed at individuals and families interested in life insurance. You will have the chance to assist clients in understanding their insurance options, helping them choose the best policies to suit their needs. This position allows for a work-life balance with flexible hours, enabling you to manage your time effectively. Responsibilities: Connect with potential clients and conduct needs assessments to understand their insurance requirements. Provide clients with accurate information regarding life insurance products and recommend options that meet their needs. Assist clients in completing applications and collect necessary documentation. Follow up with clients to address questions, measure satisfaction, and ensure they feel confident in their insurance choices. Work collaboratively with other agents and the management team to optimize sales strategies. If you're a self-driven individual with a desire to help others while enjoying the freedom of remote work, we encourage you to apply! Requirements Strong communication and interpersonal skills. Ability to work independently and manage time effectively. Comfortable with technology and virtual communication tools. Sales experience is preferred but not required; a willingness to learn is essential. A valid Life Insurance License is preferred, but candidates without a license will be considered if they are willing to obtain one within a specified timeframe.

PrimeLending is a leading national home lender focused on empowering the pursuit of homeownership. We are seeking a Product Specialist to review and approve all non- QM/non-agency programs used by the organization. This position supports a number of activities related to the company's functions and drives mortgage production by providing expert loan structuring, product guidance, and training. This person responds immediately to loan scenarios, identifies opportunities to bring brokered business in-house, and delivers feedback to enhance our product strategy. This role serves as the key link between sales, operations, and product teams, helping structure loans, grow market share, and strengthen the value proposition across all product types, including non QM and traditional financing.

This position is responsible for expanding the organization s market position by identifying, prospecting, developing and implementing viable partnerships in one or more specific areas of focus within the organization. Bachelors degree in Marketing or other business related field required Minimum 4 years mortgage specific experience Minimum 3 years proven and progressive marketing or sales experience or equivalent, including awareness of industry trends, competitive pressures, changing business and operational needs and external influences required Prior Supervisory experience preferred Demonstrated ability to manage by influence, remotely and across a large geographic territory all phases of residential mortgage origination, including multiple site locations Ability to work well under pressure and meet deadlines Excellent communication skills, both verbal and written Excellent presentation skills Excellent inter-personal, conflict management skills and the ability to handle delicate situations with diplomacy and tact; Excellent strategic thinking, business acumen, and accountability Ability to establish strategic technical direction, translate concepts into actionable, implementation plans and identify technologies that improve productivity Demonstrated excellent analytical skills and strong detail orientation Demonstrated judgment, and decision making ability with the ability to negotiate and influence decision making Excellent PC skills, including Microsoft Office Suite Displays excellent time management, organizational and problem-solving skills The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Monitors market share and pricing within a specified area of focus on a regular basis Establishes marketing strategies to ensure business will meet or exceed Company's objectives Ensures all components to completing and managing the business relationship are performed in accordance with all governmental, regulatory and company procedures and guidelines Prepares and presents business plans to Executive Committee for partnership approval Protects organization's value by keeping information confidential May represent the Company at various industry meetings and conferences, participating in professional organizations, as well as civic and community events Meets regularly with Executive Leadership to discuss strategic business plans, production goals, customer service initiatives and budget review Works with Executive Management personnel to develop and administer a prospecting plan that will accomplish the goals and objectives of the Company May review various reports for profitability, budget adherence, cost control, etc and follows up with relevant parties as appropriate to strategize on action plans Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments May work with field locations as appropriate on any knowledge transfer or training opportunities to ensure actions continue to drive towards meeting company objectives Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks Other duties as assigned or required

Under the direction of the Branch Manager, directs the sales team within a specific branch office, to ensure quality loan production via market and loan representative development. May also perform office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients.

Yellowstone Life Insurance Agency is seeking a driven and coachable individual with the desire to work 100% remote, from the comfort of your home office! You will become your own boss in this expanding market, either FULL TIME OR PART TIME. Whether you are new to the industry or an industry veteran, if you are seeking a Virtual, work-from-home business/ career, we have a very successful, proven Virtual Platform, that our Agency has developed over the past 3 ½ years. Training and Support - Our Virtual Training Platform and daily support through our Daily Virtual Coaching Zooms allow you the opportunity Mon-Thur at 10 am EST, to ask our Top Virtual Agents questions or advice on challenges you may be experiencing. This is a 1099 sales position with an incredible commission structure to maximize your income potential based on your goals and efforts. * If you are looking for a career with a fixed hourly or salary income, starting with us part-time to earn additional income may be the best way for you to begin your career as an entrepreneur. This is a 100% commission-based business with NO CAP on your income. You are 100% IN CONTROL of your income and bonus potential. All commissions are paid to you directly from the insurance companies, normally within 48-72 hours from the time your client's policy is approved, issued, and active. NO COLD CALLING! You will only be following up with people that have requested to be contacted through our Marketing and Lead generation platform. LEADS - Our company has a robust lead generation platform. Potential clients are qualified buyers that have requested one of our financial protection solutions for their families. Our primary concern is the success of our agents. The one thing that stands in the way of a salesperson's success is finding people that want and need their product. We have eliminated that problem with our exclusive lead program

Yellowstone Life Insurance Agency an Integrity Company is seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent. You will work 100% from the comfort of your home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in helping individuals protect their assets and loved ones by purchasing life insurance policies. There is No Cold Calling required. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with three day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely Current Life Insurance License is required (candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200.).

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually

Yellowstone Life Insurance Agency, LLC is on the lookout for enthusiastic individuals to join our dynamic team as Virtual Agents. This role offers the flexibility to work from home while making a significant impact in the lives of our clients. As a Virtual Agent, you will engage with potential clients, guiding them through their life insurance journey. Utilizing our cutting-edge lead generation technology, you will assist clients in understanding their options and needs, ensuring they make informed choices about their coverage. If you are passionate about helping others, possess a strong work ethic, and are looking for a role that provides both flexibility and the opportunity for career growth, we want to hear from you! Key Responsibilities Provide comprehensive support to clients exploring life insurance options. Explain various insurance products and assist clients in selecting suitable plans based on their needs. Guide clients through the application process and documentation requirements. Collaborate with insurance providers and facilitate the underwriting process to streamline policy issuance. Build and maintain lasting relationships with clients through regular follow-ups and support. Requirements Strong communication and interpersonal skills Ability to connect with clients and establish rapport Attention to detail and strong organizational capabilities Self-starter with the ability to work independently Prior experience in sales or the insurance industry preferred but not mandatory A reliable computer and internet connection are required Benefits Freedom & ability to work virtually

Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. In addition acts as a liaison between the Lead/Primary and/or other team loan originators, in-process customers and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. One to two years of sales or mortgage banking experience preferred. Valid driver's license and current automobile liability insurance. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. An ability to quickly assess and process large amounts of information, and must be able to use designated technology. Must continue to expand knowledge of issues influencing the industry and the organization. Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume. Must be proficient in required origination technology and use of other office equipment. Must maintain confidentiality of borrower and/or company information. *In accordance with U.S. Department of Labor Regulation Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13(a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Markets and promotes PrimeLending's financial products; Team Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Handles loan volume as directed by each team loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Schedules appointments with potential customers for the team loan originator(s). Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. Meets customer service standards as outlined by management. Other functions as needed.