(Hybrid) Sr. Benefits Account Executive
Senior account executive job at NFP Ventures
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
SUMMARY:
This is a full-time position, requiring the Senior Account Executive to interact with clients and develop relationships in order to meet clients' needs. The Senior Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to fully insured and self- funded clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.
Maintains communication with Consultants to strategize overall needs of clients.
Conducts Pre-Renewal visits and provides benefit and plan design strategy and benchmarking information, survey material when necessary.
Oversees marketing and RFP process until completion of renewal.
Coordinates with Benefit Analyst to provide necessary documentation and timelines for RFP.
Responsible for peer review of spreadsheet and write-ups of client recommendations.
Negotiates and ensures proper assignment of client commissions. Prepares commission checklist for client renewals.
Acts as liaison between insurance carriers and client to communicate final plan decisions, rates and sold commissions.
Manages activities of Benefit Coordinator, including post enrollment activities.
Conducts regular client meetings with management staff (i.e. Human Resource, CFO or Healthcare Committee) to review service, compliance, education needs or client experience.
Conducts client employee meetings and prepares communication pieces for open enrollment such as power point presentations and open enrollment alert newsletters (i.e. open enrollment, new acquisition, table time).
Handles escalated claim and complex compliance issues. Coordinates with Client Service Manager to review client servicing needs and identifies educational opportunities.
Reviews certificates, SPD's, SBC's, contracts, plan installation materials for accuracy.
Builds and maintains corporate wellness programs by using healthcare carrier and third party vendors as resources.
Keeps clients aware of all industry trends and events, including all state and federal regulatory issues and updates. Explains legislative guidelines including COBRA, HIPPA, ERISA, Section 125, Medicare Part D, ARRA and Health Care Reform to clients.
Keeps clients aware of updates on all guidelines and reporting Consults with clients to ensure they are utilizing appropriate resources to meet compliance requirements.
Meets with carriers on a regular basis to keep up-to-date with product and benefit plan information.
Seek opportunities for cross-selling and presents new NFP initiatives and products,
e.
, 401K, P&C, Evolution 1, Vitality, EASE, Worksite, and HR Services.
Ensure all client data is entered into CRM System
Maintaining confidentiality and HIPAA compliance with all client information obtained in the course of work.
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
Ability to work independently and in a team setting.
Ability to anticipate and meet client and team needs.
Excellent interpersonal skills demonstrated in communications with both external and internal clients.
Demonstration of project management and consulting skills.
Effective time management and decision-making skills.
Ability to express ideas clearly in both written and oral communications.
Strong Microsoft skills; Excel, Word, PowerPoint and Outlook.
EDUCATION AND/OR EXPERIENCE:
Three-year college or university degree.
3+ years of health and welfare consulting experience is preferrable.
CERTIFICATES, LICENSES, REGISTRATION:
Valid Ohio Life, Accident and Health License
Ongoing Education Required
CE Requirements
HIPAA Certification
NFP and carrier compliance training
SUPERVISORY RESPONSIBLITIES:
No direct supervision; this job requires oversight and collaboration with the benefit administration team involved with each client's book of business.
WORKING CONDITIONS: Climate controlled open office environment. Travel to client offices and work locations 25% of the time, and more travel during periods of heavy activity, such as fall open enrollment season.
NOTE:
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $130,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Account Manager
Senior account executive job at NFP Ventures
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Experienced Bookkeeper on our Financial Concierge Team at a Boutique Firm
If your people skills and number skills add up, Judith Heft & Associates is hiring! This isn't just your ordinary bookkeeping position; this is a financial concierge position working at a luxury boutique firm dealing with high-net-worth individuals and small to medium sized businesses.
Judith Heft & Associates works with busy high-net worth individuals and seniors providing customized bookkeeping and bill paying services with the highest integrity and attention to detail.
We are expanding and looking for an exceptional bookkeeper with high-energy to join our growing organization where even though remote, you will still feel connected to a great team. This is a full-time, remote position, 9 AM to 5:30 PM eastern time.
Knowledge, Skills, and Abilities:
Proficient in QuickBooks Desktop, QBO, and Quicken (preferred).
Experienced in online/offline bill pay and reconciling accounts.
Skilled in managing accounts payable, receivables, and journal entries.
Capable of generating month-end client reports.
Strong knowledge of Outlook, Word, and Excel.
Experienced in managing multiple clients.
Able to handle confidential information with discretion.
Comfortable working with seniors.
Excellent attention to detail and discretion.
Excellent organization and time-management skills
Education and Experience:
Certified Bookkeeper (or similar) preferred.
3+ years of directly related experience.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Technology Account Executive | Uncapped Commission!
Los Angeles, CA jobs
Technology Account Executive
Pay: $69,000 to $80,000/year plus uncapped commission
Experience: Previous experience in a technology "hunting" sales position, including prospecting for new business required; previous experience working in a service industry OR staffing industry is a plus!
Type: Full-time; Direct Hire
Schedule: Monday - Friday
Conde Group is seeking a Technology Account Executive to join a growing and dynamic team!
Job Description:
Conduct a high volume of selling company services
Strategically allocate your time to activities that will best accomplish set goals
Conduct effective discovery meetings with clients that uncover pain points
Formally present/pitch/propose services as solutions to established problems
Maintain accurate data and notes in a CRM or other similar database
Negotiate contracts to maximize long-term and immediate value
Forecast closed deals (sales, recruiting, etc.)
Educate users, clients, and prospects about services, providing relevant and accurate information
Position Requirements:
Effective communication skills with people at all levels of an organization
Documented success selling to technology leaders
Ability to build relationships and accomplish many detail-oriented tasks simultaneously
Conduct sound business decisions analytically in a fast-paced environment
Excellent follow-through skills and time management
Able to work independently and in a team environment
Possess excellent phone sales skills with a strong sense of urgency
Ability to take feedback from managers and peers as a learning experience
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Head of Global Employment Law
Chicago, IL jobs
A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth.
#J-18808-Ljbffr
Corporate Affairs Account Manager Lead, Content Studio
San Antonio, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire.
With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives.
Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise.
Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met.
Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce.
Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators.
Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels.
Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities.
In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups.
Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation.
In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation.
Develops and mentors junior team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels.
Subject Matter Expert writing and editing skills and excellent verbal communication skills.
Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.
Subject-matter-expert level in communication industry practices and emerging trends required.
Experience in translating business objectives into integrated communication strategies and tactics that drive business performance.
Project management and collaboration experience including managing cross-functional projects from inception to completion.
What sets you apart:
Experience in Financial Service communications and/or working within an agency model in an account management or producer role
Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana
Enjoys collaborating cross-functionally to enhance business outcomes.
Experience in video, radio & photography production.
Experience shaping creative communications that are pointed at solving a business challenge.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyAccount Manager - focused on Software Sales
Orland Park, IL jobs
If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this .
Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client.
I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics:
This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge.
This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another.
This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520
professionals across 13 locations, they empower manufacturing companies to optimize their
production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide.
For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role.
If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions.
If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are.
Here are the key responsibilities:
Lead Sales efforts to the mid-market manufacturing sector.
Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner.
Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc.
Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers
Here is what we are seeking:
Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have.
If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see.
Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level).
Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.
Corporate Affairs Account Manager Lead, Content Studio
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire.
With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives.
Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise.
Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met.
Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce.
Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators.
Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels.
Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities.
In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups.
Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation.
In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation.
Develops and mentors junior team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels.
Subject Matter Expert writing and editing skills and excellent verbal communication skills.
Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.
Subject-matter-expert level in communication industry practices and emerging trends required.
Experience in translating business objectives into integrated communication strategies and tactics that drive business performance.
Project management and collaboration experience including managing cross-functional projects from inception to completion.
What sets you apart:
Experience in Financial Service communications and/or working within an agency model in an account management or producer role
Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana
Enjoys collaborating cross-functionally to enhance business outcomes.
Experience in video, radio & photography production.
Experience shaping creative communications that are pointed at solving a business challenge.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyRegional Sales Manager
Kennesaw, GA jobs
LendSure Mortgage Corp is seeking a Regional Sales Manager to work in our Kennesaw, GA office Monday through Friday. At LendSure Mortgage Corp., we've created an environment in which high-energy professionals can learn, excel, develop, and take pride in their contributions to our success. LendSure is committed to attracting and retaining top talent throughout the United States and offers competitive salary, commissions, benefits, and opportunities for advancement within the organization.
Duties And Responsibilities
As a Regional Sales Manager at Lendsure Mortgage, you are responsible for recruiting, leading and mentoring a team of Account Executives to increase wholesale mortgage loan production in your designated region. Your success is directly tied to the performance of your team, as Regional Managers at LendSure are non-producing and do not fund their own loans..
Duties Include
Sales and team leadership
Grow regional production: Your primary objective is to increase loan production within your assigned region by aligning your team with corporate goals and targets.
Mentor and train staff: You will train, develop, and coach a team of Account Executives and loan officers to enhance their skills and performance. This includes facilitating ongoing training sessions and advising staff on company policies and procedures.
Monitor performance: Review production reports and "score cards" to identify areas for improvement, track Key Performance Indicators (KPIs), and optimize business performance.
Provide sales support: Offer consistent sales guidance and support, which includes program training, navigating operational processes, and assisting with sales presentations.
Relationship management and business development
Cultivate client relationships: Develop and maintain strong, lasting relationships with clients by ensuring exceptional service from your team.
Communicate with partners: Serve as a point of contact for external partners like brokers, as well as internal teams, to address issues and ensure a smooth loan process.
Identify new business: Participate in business development initiatives, including networking events and community engagements, to increase visibility and generate new leads.
Internal collaboration and market expertise
Stay informed on programs: Educate your team on Lendsure's Non-QM products, as well as new loan programs, terms, and rates, so they can provide accurate guidance to clients.
Partner with other departments: Collaborate with internal teams, including operations and underwriting, to ensure efficient loan processing and high closing ratios.
Follow industry trends: Stay up-to-date on market conditions, industry trends, and regulatory changes to provide the most current information to your team.
Utilize support teams: Leverage the expertise of dedicated operations and underwriting teams, who are specialized in their market and provide crucial support throughout the loan process.
Qualifications and company culture
Sales experience: A successful Regional Sales Manager at Lendsure has proven experience in sales, with some roles requiring prior mortgage experience.
Leadership skills: Exceptional leadership and team management skills are necessary to oversee your team and achieve regional sales targets.
Company focus: According to Lendsure, the ideal candidate has a strong work ethic and is coachable. The company values hands-on customer service and common-sense underwriting for its specialized Non-QM loans.
If you would like to join our dynamic team and have the ability to make an unlimited income, please submit your resume to ********************.
About LendSure
Since our founding, LendSure has achieved significant success, growing the organization from a concept to one with sales teams nation-wide and operational centers in California, Utah, Rhode Island, and Georgia. LendSure's success is a result of our innovation and a service-oriented company culture in which employees are provided with the resources and support necessary to achieve achievement. LendSure is highly committed to attracting, developing, and retaining top talent throughout the United States. Additional information can be found at *****************
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Job Type: Full-time
Pay: $84,000.00 - $400,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Life insurance
Business Development Representative II - Payments - Senior Associate
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
Negotiates leveraging customized proving models with clients to close business
Works with internal partners to ensure successful implementation, product ramp-up
Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required qualifications, capabilities and skills
Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance needs of clients with associated risks and interests of the firm.
Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
Auto-ApplyBusiness Development Representative II - Payments - Senior Associate
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team.
As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
Acquire deep knowledge of company's products and pricing to facilitate sales efforts
Negotiate with clients to price products and services competitively while generating revenue
Maintain sales records and prepare sales reports as required
Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
Develop a vertical market expertise and become industry expert
Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
Demonstrate critical thinking and problem solving skills
Demonstrate ability to build positive interpersonal relationships with business owners
Demonstrate ability to prioritize and focus on multiple initiatives
Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
Bachelor's degree
Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
Auto-ApplyBusiness Development Representative II - Payments - Senior Associate
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
+ Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
+ Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
+ Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
+ Negotiates leveraging customized proving models with clients to close business
+ Works with internal partners to ensure successful implementation, product ramp-up
+ Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
+ Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
+ Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
+ Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
+ Ability to balance needs of clients with associated risks and interests of the firm.
+ Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Business Development Representative II - Payments - Senior Associate
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
+ Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
+ Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
+ Acquire deep knowledge of company's products and pricing to facilitate sales efforts
+ Negotiate with clients to price products and services competitively while generating revenue
+ Maintain sales records and prepare sales reports as required
+ Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
+ Develop a vertical market expertise and become industry expert
+ Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
+ Demonstrate critical thinking and problem solving skills
+ Demonstrate ability to build positive interpersonal relationships with business owners
+ Demonstrate ability to prioritize and focus on multiple initiatives
+ Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
+ Travel to clients and/or attend Trade-shows
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree
+ Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Business Development Representative II - Payments - Senior Associate
Tempe, AZ jobs
JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
* Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
* Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
* Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
* Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
* Negotiate leveraging customized proving models with clients to close business
* Work with internal partners to ensure successful implementation and product ramp-up
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
* Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
* Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
* Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
* Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
* Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
* Ability to balance the needs of clients with associated risks and interests of the firm
* Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
* Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
* At least 3 years of related business development experience
Auto-ApplyBusiness Development Representative II - Payments - Senior Associate
Tempe, AZ jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
Negotiate leveraging customized proving models with clients to close business
Work with internal partners to ensure successful implementation and product ramp-up
Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance the needs of clients with associated risks and interests of the firm
Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
At least 3 years of related business development experience
Auto-ApplyBusiness Development Representative II - Payments - Senior Associate
Tempe, AZ jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
+ Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
+ Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
+ Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
+ Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
+ Negotiate leveraging customized proving models with clients to close business
+ Work with internal partners to ensure successful implementation and product ramp-up
+ Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
**Required Qualifications, Skills, and Capabilities**
+ Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
+ Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
+ Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
+ Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
+ Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
+ Ability to balance the needs of clients with associated risks and interests of the firm
+ Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
**Preferred Qualifications, Skills, and Capabilities**
+ Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
+ At least 3 years of related business development experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Head of Client Investments Initiatives- 3438295
New Providence, NJ jobs
Job Title: Head of Client Investments Initiatives
Salary/Payrate: $100K-$150K and AWESOME BENEFITS
Work Environment: Flexible
Term: Permanent or Contract depending on experience
Bachelor's degree required: Yes
Referral Fee: AMS will pay $500 should the person you refer gets hired
Job Description: #LI-JP1
Please send your resume in Word format if you are interested in a Head of Client Investment Initiatives opening with a firm in New Providence, NJ 07974. Salary in the $100K-$150K range + AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.
Our client is seeking a polished, experienced professional with a background in the securities' industry or wealth management industry to lead an initiative of a new business.
Unlike traditional financial services roles, this is not a sales or client acquisition position. Instead, the Head of Client Investments will act as a steward relationship partner and thought partner - ensuring that each curated investment opportunity - with our investment partner will be communicated by them with with clarity, elegance, accuracy, and with ease. The initiative will be an independent business - that is non-legal - partnering with a substantial and well-established asset management and private equity firm.
This individual will prepare and coordinate meetings for each selected client.
Responsibilities
Serve as a key client-facing representative for the new investment platform, in partnership with the investments team.
Collaborate with the investments team, who will provide the majority of analytics and presentation materials, to ensure clarity and consistency in communications.
Present opportunities to UHNW clients with discretion, elegance, and an emphasis on client ease.
Draft and refine client communications, memoranda, and reports with impeccable writing and attention to detail.
Ensure that financial metrics and materials prepared by the investments team are communicated in a clear, client-friendly way.
Work closely with firm leadership to shape the group's strategy and positioning.
Maintain the highest standards of confidentiality, professionalism, and client service.
Qualifications
Prior experience in sales for securities, wealth management, private banking, RIAs, or multifamily office environment is never
Strong command of financial concepts and ability to explain them clearly, without needing to perform all analytics independently.
Exceptional written and verbal communication skills.
Highly organized, detail-oriented, and comfortable managing financial documentation.
Elegant presence and ability to engage confidently with sophisticated clients.
A collaborative, low-ego professional who values quality of life as much as professional excellence.
Active or prior FINRA/SEC licensing (e.g., Series 7/63/65/66) a plus but not required.
Senior Lead Commercial Banking Business Development Representative
Birmingham, MI jobs
About this role:
Wells Fargo is seeking a Middle Market Business Development Officer for the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at ***************************
In this role, you will:
Prospect companies with annual gross sales between $100MM - $500MM and remain engaged until prospects are successfully converted to customers
Act as an advisor to senior leadership to develop and lead market and other large-scale planning efforts, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity across groups and functions
Lead the strategy and resolution of highly complex and unique challenges of prospects' needs and in-depth evaluation of Wells Fargo's offerings, considering profitability and risk to the Commercial Bank and coordination of highly complex activities and guidance to others
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Business Development group that are large-scale, cross-functional, and companywide strategies
Strategically engage with all levels of professionals and managers across the enterprise to improve processes and risk control, resolve prospects' issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and as a mentor for less experienced colleagues
Lead the identification and sourcing of prospects and engage in both cold and warm outreach, employing strategies focused on generating new, profitable Commercial Banking relationships
Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect
Strategically collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects
Required Qualifications:
7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proven track record and experience in direct sourcing and prospecting new clients
Commercial banking account relationship management experience for clients with annual revenue of $100MM to $500MM.
Commercial or Middle Market account relationship management experience
Established network in the city of Detroit and surrounding area
Existing local in-market network to fuel new client acquisition {or business development}
Experience developing partnerships and collaborating with other business and functional areas
Treasury Management product knowledge
Experience building relationships with community organizations and key community influencers
Proven ability to develop and execute a sales strategy on multiple prospects simultaneously
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Proficient with MS Technology Platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.)
Credit acumen demonstrated through education
Risk management experience to include understanding of the responsibility to protect sensitive information
Bachelor's degree preferred
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 25% of the time
#commercialbanking
Locations:
255 E Brown St., Birmingham, MI 48009
Posting End Date:
5 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Senior Lead Commercial Banking Business Development Representative
Birmingham, MI jobs
**About this role:** Wells Fargo is seeking a Middle Market Business Development Officer for the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at ***************************
**In this role, you will:**
+ Prospect companies with annual gross sales between $100MM - $500MM and remain engaged until prospects are successfully converted to customers
+ Act as an advisor to senior leadership to develop and lead market and other large-scale planning efforts, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity across groups and functions
+ Lead the strategy and resolution of highly complex and unique challenges of prospects' needs and in-depth evaluation of Wells Fargo's offerings, considering profitability and risk to the Commercial Bank and coordination of highly complex activities and guidance to others
+ Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Business Development group that are large-scale, cross-functional, and companywide strategies
+ Strategically engage with all levels of professionals and managers across the enterprise to improve processes and risk control, resolve prospects' issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and as a mentor for less experienced colleagues
+ Lead the identification and sourcing of prospects and engage in both cold and warm outreach, employing strategies focused on generating new, profitable Commercial Banking relationships
+ Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect
+ Strategically collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects
**Required Qualifications:**
+ 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Proven track record and experience in direct sourcing and prospecting new clients
+ Commercial banking account relationship management experience for clients with annual revenue of $100MM to $500MM.
+ Commercial or Middle Market account relationship management experience
+ Established network in the city of Detroit and surrounding area
+ Existing local in-market network to fuel new client acquisition {or business development}
+ Experience developing partnerships and collaborating with other business and functional areas
+ Treasury Management product knowledge
+ Experience building relationships with community organizations and key community influencers
+ Proven ability to develop and execute a sales strategy on multiple prospects simultaneously
+ Excellent verbal, written, and interpersonal communication skills
+ Effective organizational, multi-tasking, and prioritizing skills
+ Proficient with MS Technology Platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.)
+ Credit acumen demonstrated through education
+ Risk management experience to include understanding of the responsibility to protect sensitive information
+ Bachelor's degree preferred
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ Ability to travel up to 25% of the time
\#commercialbanking
**Locations:**
+ 255 E Brown St., Birmingham, MI 48009
**Posting End Date:**
5 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-465146
Senior Business Development Representative
Houston, TX jobs
This is a rare opportunity to Make a Difference in the Lives of thousands of Business Owners, Create More Jobs, Transform Your Local Communities, and Exponentially grow your business acumen while earning a 6-Figure total compensation that includes a competitive base salary. As a nationally recognized CPA and Advisory Firm, we have strategically bolted on the world's most comprehensive and results-focused Business Advisory Framework. This framework has been developed over the past 32 years to include over 3500 business tools, solutions and instruction sets delivered through a matrix of more than 40 service offerings that provide an industry exclusive 17 Week Guarantee.
The potential for your career growth is extensive as we scale the Business Advisory Services group to $20-30 million annual revenue in the near future and continue exponential growth for years to come. Your Career Path options with us are many including promotion into a leadership role within the Lead Generation Team, becoming a Certified Business Specialist or Certified Business Coach, or pursuing one of the many roles within our expanding organization.
Our Culture is a cornerstone of our ever-increasing success. We require trusting, respectful bilateral relationships with clients, partners and team members by demanding ethical excellence, honesty, integrity, character and quality. Our solution focused culture of continuous improvement and accountability is coupled with our focus on personal & professional growth so that we are the trusted advisors who continually bring the best solutions to our clients.
As part of Making a Difference in the Marketplace, we are focused Upon Solving Two Problems in the Business Community:
90% of Businesses Fail at some point…1, 9, 29 years…
70-75% of businesses Fail to Sell while listed with a business broker…and many of them simply Close Down within a year of not selling…leaving the owner with no real gain from what they worked to build over a number of decades.
Our Mission is to create a future where:
90% of Business Owners Increase their Success to Achieve their Goals & Dreams while Creating Jobs and Expanding the GDP by creating a high value sustainable business.
Make businesses “Exit-Ready” so that over 75% sell to create a Wealth Event for the Owner OR to Prepare the Next Generation to have a sustainable, successful intra-family Generational Transition
The Demand for Business Advisory Services including business coaching, executive coaching, business planning and team training has become an Urgently Sought-After Resource for Business Owners, their Managers and their Teams to adapt and pivot to Survive, Compete, Grow, and take Market Share in this Dynamic Economy. We serve all sizes of businesses from the solopreneur and "main street" businesses to the mid-sized companies and large corporations. The comprehensive frameworks we have bolted on cover all industries and all phases of the business life cycle from startup through to a successful exit or family transition.
Your role is to have prospective clients say YES to accepting the
gift
of a Strategic Life & Business Plan. This Plan has two tangible components - 1) Strategic Focus Map; and 2) Updated 3-Year Strategic Plan. The total “sales cycle” is 1-2 weeks, so you will be paid your bonuses quickly. Our Conversion Rate is typically 75%. We have 26 proven lead generation strategies to select from.
Your compensation includes a base salary plus bonuses paid twice per month. Successful team members will have a 6-figure total annual compensation. Benefits are included also.
Your Target Market is any business owner or executive who would love to achieve greater success. We serve all industries and all sizes of businesses from start-up to mid-market and up into the Fortune 50 companies here in Texas.
The attributes you must have:
You care about the success & growth of businesses
You understand the challenges faced by business owners
Passionate about creating more jobs in your local area
You Believe business owners have the Right to Thrive
You love to see others succeed beyond what they thought was possible.
You have hundreds of business connections locally and you would love to see them grow & prosper.
You love to learn, grow & advance in your career.
You are curious & seek to understand
You are seeking a Team of High Achievers that love to Win Together while Making a Difference in the Marketplace.
The desire to join the local office of an 87-country organization intrigues you.
Your values align with our Culture.
You see the benefit of leveraging our 26 proven lead generation strategies
You have a track record of consistently setting 3-5 appointments per day
If this describes you and you are seeking to make a 6-figure income as part of the world's largest business coaching organization, then apply and together let's discover if we are a fit for one another.
Our Business Advisory Services Group offers more than 40 services in five categories:
1. Business Coaching - One-to-one for business owners & Leaders, Executive Coaching, Group Coaching. Development of management staff, next generation and high potentials.
2. Business Education - Dozens of services in this category ranging from topic-specific to the overall framework to scale an organization.
3. Business Planning - Tactical Planning to Strategic Planning
4. Business Valuations - What the business is really worth and how to multiply the market value.
5. Employee Assessments - Full suite to evaluate potential employees and to better manage & lead existing team members.
What areas of their business do we guide our clients to improve?
1. Marketing - Developing Leads at the Optimum Cost per Lead
2. Sales - Optimize the Conversion Rate & Maximize Repeat Business
3. Scaling Up Operational Throughput Capacity
4. Finances, Accounting, KPI's, Management Systems
5. Team - Recruiting, Onboarding, Developing Management Team, Preparing the Next Generation
6. Exitability - Appealing to Higher Level Buyers
7. Exit Value Multiplied - To Create a Wealth Event...Preferably a Multi-Generational Wealth Event
If our Mission speaks to your Soul and you are seeking a Career Opportunity that is also your Calling, then apply and let's get you on board as we accelerate into the Future!
Auto-ApplyKey Accounts Executive
Florida jobs
, Inc:
Snap! Mobile has been proudly supporting athletics and activities programs around the country with simple and dependable services since 2014. Snap! Raise has raised more than One Billion dollars for over 150,000 groups and teams through over 12.5 million participants and donors. In addition to the Snap! Raise fundraising solution, Snap! Mobile further supports schools, groups, and teams with its other brands and products: Snap! Insights (fundraising oversight dashboard), Snap! Store (spirit wear), FanX (custom-branded fan engagement app), Snap! Manage (integrated scheduling, communication, and registration solution), and Snap! Spend (transparent money management solution).
About the Role:
Snap! Mobile is looking for a stellar Key Account Executive to join our Key Accounts Team. The Key Account Executive cultivates and closes opportunities across schools, districts, leagues, and state associations, focusing on growing our footprint with high-potential customers and driving new revenue at the Administrator level and above. The ideal candidate is capable of quickly assessing opportunity, a relentless hunter, able to move rapidly through the sales process and should possesses a consistent track record of sales over-achievement. This role should utilize solution and value-selling techniques to effectively guide the sales process to close and be comfortable selling to key decision-makers at all levels.
A successful candidate is self-motivated, dependable, well-organized, and adaptable, with strong written and verbal communication skills and the ability to balance multiple projects and priorities. A “can-do” attitude is required, and the individual must thrive in a fast-paced, energetic work environment. The applicant must be comfortable and confident working in a remote setting and can think quickly under pressure.
This role has the ability to make a tremendous impact on the future growth of our business. We pride ourselves in being trusted by our communities to help further the programs of those they serve. Snap! Mobile is an organization built on the fundamentals and principles largely learned early in life through the sports and activities we participated in while attending school. We now utilize those skills and tools to give back to educational administrators, and program leaders focused on helping the next generation through athletics and extracurricular activities.
Key Account Executive Responsibilities:
Capable of driving a high-speed sales motion predicated on assessing opportunities and moving administration through the sales process rapidly while demonstrating maximum value to close at scale.
Leverage the Snap! Mobile product suite to win platform opportunities that maximize org revenue at the School, District, Conference, Network, and State Association levels.
Educate high-potential organizations by aligning Snap! Mobile products and the unique customer use cases and business problems of administrative personas in district Athletics/Activities, Finance, Advancement, and Foundation departments.
Effectively navigate and overcome rigid district policies to win new opportunities and re-activate previously lost schools and districts.
Partner and team sell alongside the Key Account Manager
Collaborate with Customer Success and Field reps in-market to identify the product(s) “points of entry” within our suite that solve the pain points of Athletic Directors and administrative personas.
Utilize customer relationships and market intelligence to identify and generate up-market opportunities that saturate Raise while activating our administrative products.
Qualify sales opportunities utilizing a repeatable sales process and the MEDDICC methodology to identify customer fit and success criteria.
Deliver customer-focused demos and proposals based on discovery and needs analysis.
Utilize CRM solutions to provide timely and accurate sales activity tracking and status updates.
Work strategically with management to deliver forecasts, identify trending opportunities or challenges, and provide recommended solutions.
Stay up to date on new additions to products and product rollouts to effectively cross-sell and uncover/identify opportunities.
Work collaboratively with Sales Leadership and Field Sales teams to provide insight and inform strategic direction.
Compensation depending on the level of experience: Starting Base $80K + Commission to OTE
Ideal Locations: Southern California, Florida, Mid-Atlantic (DE, VA, MD, WV)
Preferred Experience, Skills, and Abilities in a Key Account Executive:
Bachelor's Degree preferred.
A mission-driven sales professional with a growth mindset and strong work ethic.
2+ years of direct sales experience in a quota-carrying role.
Track record of over-achieving individual sales quotas (top 10-20% of company) in past positions.
Skilled in top-down selling and multi-threading deals in school districts, charter networks, conferences/leagues, and state associations.
Experience facilitating a repeatable sales process and qualification methodology to identify customer fit and success criteria. MEDDICC preferred.
Experience in the high school athletics/activities space with a strong grasp for an Athletic Director's role and responsibilities.
Strong collaboration and relationship-building skills.
Business forecasting and pipeline development skills are required.
Experience conducting product demonstrations with the ability to build relevant, strategic messaging around prospect's pain point and needs.
Experience working with HubSpot or alternative CRM preferred.
Willingness to travel up to 50%, as needed.
Snap! Mobile, Inc. is proud to offer the following benefits:
Medical, Dental, Vision
401K with a 4% match from the company
13 paid holidays
Unlimited PTO
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Auto-Apply