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  • Associate Broker

    The Demarco Group

    Remote wholesale diamond broker job

    Fully Remote- Seeking a licensed Executive Lines remote SR Inside Broker/AE for a top wholesale broker operation in the country. This role is heavier in D&O, crime, fiduciary, EPL but also has cyber and E&O. The Inside Broker/AE is responsible for assisting the Broker in developing, managing, and sustaining profitable business by providing high level technical expertise. The role is responsible for managing a broker's book of business in-house using deep knowledge of initial risk assessments to secure the best coverage and place it smoothly in the right market. They provide customer service, resolve client inquiries through efficient communication, and process routine and complex transactions accurately. Job Responsibilities: • Collaborates with brokers to craft seamless service and strategic market placement for commercial accounts, ensuring client satisfaction and loyalty. • Demonstrates knowledge of Executive Lines coverages, evaluates submissions from retail insurance brokers, and identifies exposures and coverage required. • Analyzes risk exposures and coverage needs from broker submissions, exercising independent judgment and discretion to strategically place risks with optimal carriers. • Determines suitable insurance markets for quote requests, secures quotes, and manages the placement process according to broker and market agreements. • Analyzes and negotiates optimal quotes terms for coverage and pricing and explains quote details to brokers to facilitate binding decisions. • Partners with retail agencies and brokerage, acting as a key liaison between insurance markets and retail brokers and addressing their needs. • Ensures meticulous account management by attaching and maintaining all necessary documents for the appropriate policy and account.
    $41k-76k yearly est. 4d ago
  • Wholesale Broker

    Anzen

    Remote wholesale diamond broker job

    Anzen is rebuilding the wholesale insurance market from the ground up with AI. We specialize in specialty, executive, and casualty liability-complex products long underserved by technology. Our team brings deep experience in enterprise software, underwriting, and distribution. Retail brokers across the U.S. rely on wholesale partners to place their toughest risks. Anzen is becoming their go-to-replacing phone calls, PDFs, and spreadsheets with real-time data, automation, and modern digital tools. But wholesale is just the beginning. We're expanding our platform to give retail brokers direct access to markets, insights, and tools that fundamentally change how they sell, quote, and underwrite. We're not just streamlining transactions-we're building the system brokers will rely on to run their business. About the role Anzen is looking for an experienced, talented, and self-motivated Wholesale Broker with a specialization in Management Liability, Cyber Risk, and Professional Liability. This is an exciting opportunity to join a dynamic industry team and build a book of business with the most advanced tools available. Grow faster with Anzen and help shape the future of insurance.Essential Duties and Responsibilities Cultivate and maintain strong relationships with retail brokers and agencies Understand Executive Risk insurance needs and provide customized solutions to retail partners Develop and implement sales strategies to achieve revenue targets while identifying new business opportunities Collaborate with Anzen marketing and distribution teams to cross-sell Executive Risk insurance products Track Executive Risk insurance market trends and developments Place insurance coverage with reputable carriers by negotiating terms and conditions while advising clients on risk mitigation strategies and best practices Collaborate with internal teams, including underwriting, technology, legal, and product Provide mentorship and support to junior team members Qualifications Bachelor's degree in insurance, risk management, business, or comparable experience Active insurance licenses as required for the role 3+ years of experience as a wholesale Executive Risk insurance broker with a deep understanding of client needs Proven track record of successful client relationship management and business development Strong knowledge of Executive Risk insurance products and market trends Excellent negotiation, decision making, time management, and communication skills. Extras Professional certifications (e.g., RPLU, CPCU) are a plus Previous experience with cutting-edge insurance technology or insurtech platforms Proactive attitude towards continuous learning and professional development Join Anzen and be part of a forward-thinking team, driving growth through technology and expert knowledge in Executive Risk, Cyber, and Professional Liability. Anzen is committed to supporting a diverse and hard working team. We fully embrace remote work while encouraging in person meetings and time on the road with clients and team members. Why join Anzen:• Come join us in reinventing the future of insurance.• Work with advanced technologies in a rapidly growing industry.• Opportunities for professional development and career advancement.• A collaborative and innovative company culture focused on excellence and integrity.• Be part of a company that values proactive risk management and cutting-edge solutions. Company culture:Anzen believes the world of work is fundamentally different in the new post-Covid environment. We are committed to supporting a diverse and hard working team that puts in the necessary time but also desires balance between health, family, and work. We fully embrace remote work lifestyles while centering our weeks around Pacific Standard Time (PST) with a general orientation to San Francisco as the geographic HQ.
    $48k-68k yearly est. Auto-Apply 60d+ ago
  • Wholesale Broker Coordinator

    The EMAC Group

    Wholesale diamond broker job in Cleveland, OH

    The ideal candidate is responsible for working on behalf of the mortgage lender and borrowing individual by accurately assembling and verifying all initial and closing documentation requirements set by company and the title insurance company. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Review loan package provided by broker partners and take each file from application to closing Input and evaluate DU/LP findings, credit reports, verification of employment, preliminary title reports, Flood Certifications, Appraisals, and income and asset documentation prior to forwarding the file to underwriter Obtain missing documents and verify document accuracy by communicating directly with the broker partner, account executive, and any other party involved in the transaction Follow through with lender and client during approval process Provide proper discloser as required by local, state, and federal regulations Re-Disclose rate locks and disclosures as necessary to the borrower and broker partner Work on conditions for loans that come out of underwriting Managing a pipeline of an average of 40 residential mortgage loans per day EDUCATION AND/OR EXPERIENCE High school diploma or equivalent Minimum of 2 years of processing experience with Govt., Conv., and DU/LP General knowledge of mortgage products and processes Knowledge of RESPA requirements and Good Faith Estimate preparation and disclosure Knowledge of MS Office Suite and Encompass Loan Origination system is preferred SKILLS Strong verbal and written communication skills Detail-oriented Skilled at multi-tasking and keeping organized Able to work in a fast paced environment with strict time deadlines Ability to identify and resolve client issues and use good judgment in making immediate decisions that impact company, broker partners and clients The EMAC Group is an Executive Search Firm with clients such as Fed and State Charter Banks, IMBs, Credit Unions, and larger brokers, nationwide.
    $49k-74k yearly est. 60d+ ago
  • Executive Underwriter, Wholesale Transportation - Navigators, a Brand of The Hartford

    The Hartford 4.5company rating

    Remote wholesale diamond broker job

    Executive Underwriter - UW07ED Senior Underwriter - UW08EA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. The Executive Underwriter is primarily responsible for underwriting business through appointed wholesale brokers with a broad focus across many industries. We'll Be a Good Match if You Have: * A customer-first mindset, putting our customers at the center of everything you do. * A passion for making decisions through both analyzing data and employing critical thinking skills. * A team spirit and desire to work collaboratively. * A financial mindset to help make the best decisions. * Ability to own our work and following through on commitments. * Ability to decipher and execute within a fluid and changing business environment. * An understanding of how to build relationships and trust among diverse groups. * The ability to advance their careers into technical OR leadership positions. Qualifications: * Bachelor's Degree strongly preferred, or equivalent combination of education, training and experience * 3 + years of Commercial Auto underwriting experience with exposure to Trucking risks * Experience with rating fundamentals * Experience working with wholesale brokers is preferred * Demonstrated success in developing and maintaining solid relationships with all internal and external business partners * Excellent communication, interpersonal and presentation skills * An ability to think analytically about business problems, make recommendations and propose solutions. * High energy self-starter, who is resilient and has an entrepreneurial spirit * Demonstration of solid time, organizational, and desk management skills * Goal-oriented and delivers outcomes * Ability to challenge the status quo and compete to win * Superior technical knowledge and sound decision-making and analytical skills. Location: This position will have a Hybrid or Remote work arrangement. Candidates who live near one of our posted office locations (Alpharetta, GA; Charlotte, NC; Chicago, IL; Creve Coeur, MO; Frisco, TX; Greenwood Village, CO; Hartford, CT; New York, NY; Omaha, NE; Overland Park, KS; San Francisco, CA; Scottsdale, AZ; Troy, MI) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $101,200 - $192,000 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $101.2k-192k yearly Auto-Apply 60d+ ago
  • Wholesale Account Executive

    Newrez LLC

    Remote wholesale diamond broker job

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description The Wholesale Account Executive is responsible for markets wholesale and correspondent products and services to prospective brokers/bankers. In addition, the Wholesale Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology. Principal Duties Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets. Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process. Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list. Conducts large group presentations at broker offices to promote Company Value Proposition and present our process, product and technology platforms. Serves as subject matter expert on Company policies, procedures, products and technology. Collaborates with loan operations team to manage active pipeline. Escalates second reviews to appropriate Operations/Underwriting leadership. Establishes communication protocol with Client Relations Managers to optimize service delivery. Assists clients with lock reconciliation, extensions and exceptions. Ensures that clients understand the Company's loan processing, underwriting and closing processes. Provides brokers/bankers with information to access current rate sheets and product guidelines. Provides technical training and support to clients with regard to Company technology platform. Performs related duties as assigned by management. Education and Experience Requirements Bachelor's degree with major coursework in a related discipline; Equivalent job/education experience will be considered. 4+ years of experience in sales and/or real estate. 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines. Knowledge, Skill, and Ability Requirements Knowledge of local real estate market. Working knowledge of investor guidelines, underwriting policies and loan products. Excellent verbal and written communication skills. A good faith estimate of the compensation is: $30,000.00-$150,000.00 The compensation range reflects a broad set of factors, including a candidate's background, experience, and work location, while also allowing room for growth within the role. Additional Compensation: The individual in this position will be eligible for a bonus based on individual and company performance, variable or annual. A good faith estimate of the compensation is: 15,080.00 - 60,000.00 Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual. Placement within the range will be based on a variety of factors, including but not limited to, skills, experience, qualifications, location, etc. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $30k-150k yearly Auto-Apply 8d ago
  • Associate, Broker-Dealer Private Side Compliance Advisory

    SMBC

    Remote wholesale diamond broker job

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $82,000.00 and $140,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Compliance group within SMBC Nikko Securities Inc. serves as a regulatory advisory function to the President and is responsible for overseeing the management of the broker dealer's compliance risk and is represented by the Chief Compliance Officer as either a member or observer of various committees such as the New Product, Underwriting, Risk Management, Compliance, IT Risk and Training committees. The Compliance Advisory Associate role assists in managing coverage areas or processes under the oversight of one or more senior team members. Incumbents are typically developing subject matter experts and known internally and externally as a reliable, knowledgeable resource. Incumbents may develop and exercise business plans, policies and procedures, as well as oversee various assigned projects to improve efficiencies. Individual Associates at this level have a developing understanding of the firm's different businesses and the related economics. Primary focus of role is on day-to-day advisory and monitoring, although role also supports strategic planning within area of coverage. Reports to a senior member of Private Side Compliance Advisory for SMBC Nikko Securities Inc. **Role Objectives** + Assists in providing regulatory and compliance advice, identifying training needs, preparing and providing training and conducting monitoring of relevant business units. + Assists in providing advice on regulatory and compliance requirements to business unit staff so that they may conduct their business in conformance with regulatory requirements. + Assists in providing regulatory guidance on establishing a reasonably designed supervisory system including to assist the front office in creating and updating written supervisory procedures. + Participates along with senior team members in monthly meetings with business unit management to proactively identify emerging business issues and discuss related or new regulatory requirements. + Supports interactions with regulators and Internal Audit during compliance-related examinations / audits related to coverage area. + Advises business units on the maintenance of their policies and procedures with focus on current compliance framework as reference point. + Coordinates and collaborates with affiliates to address cross border issues, reporting requests and special projects. + Seeks operational efficiencies and automation of processes to reduce risk of manual processes. + Assists in providing training to covered business units. + Contributes to various reporting requirements and other ad hoc reviews. + Works closely with other supporting units to help create and maintain best practice across the Firm. **Qualifications and Skills** Critical Job Knowledge and Core Competencies/Skills: + 4-7 years of regulatory and/or advisory compliance experience at a broker dealer. + A solid foundation in US securities laws and regulations and broker dealer operations, products and services. + Ability to communicate this knowledge and applicability to SMBC Nikko Securities Inc. and affiliate operations. + Ability to manage multiple assignments and build consensus among stakeholders. + Ability to translate technical subject matter and convey it in easily understandable components for the clients. + Attention to detail and discipline to follow up on issues until resolved. + Must be well organized with project management skills. + BA/BS required. Series 7, 79 a plus. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. EOE, including Disability/veterans
    $82k-140k yearly 60d+ ago
  • Associate, Broker-Dealer Private Side Compliance Advisory

    Sumitomo Mitsui Banking Corporation

    Remote wholesale diamond broker job

    Job Level: Associate Job Function: Governance & Assurance Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $82,000.00 and $140,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description The Compliance group within SMBC Nikko Securities Inc. serves as a regulatory advisory function to the President and is responsible for overseeing the management of the broker dealer's compliance risk and is represented by the Chief Compliance Officer as either a member or observer of various committees such as the New Product, Underwriting, Risk Management, Compliance, IT Risk and Training committees. The Compliance Advisory Associate role assists in managing coverage areas or processes under the oversight of one or more senior team members. Incumbents are typically developing subject matter experts and known internally and externally as a reliable, knowledgeable resource. Incumbents may develop and exercise business plans, policies and procedures, as well as oversee various assigned projects to improve efficiencies. Individual Associates at this level have a developing understanding of the firm's different businesses and the related economics. Primary focus of role is on day-to-day advisory and monitoring, although role also supports strategic planning within area of coverage. Reports to a senior member of Private Side Compliance Advisory for SMBC Nikko Securities Inc. Role Objectives * Assists in providing regulatory and compliance advice, identifying training needs, preparing and providing training and conducting monitoring of relevant business units. * Assists in providing advice on regulatory and compliance requirements to business unit staff so that they may conduct their business in conformance with regulatory requirements. * Assists in providing regulatory guidance on establishing a reasonably designed supervisory system including to assist the front office in creating and updating written supervisory procedures. * Participates along with senior team members in monthly meetings with business unit management to proactively identify emerging business issues and discuss related or new regulatory requirements. * Supports interactions with regulators and Internal Audit during compliance-related examinations / audits related to coverage area. * Advises business units on the maintenance of their policies and procedures with focus on current compliance framework as reference point. * Coordinates and collaborates with affiliates to address cross border issues, reporting requests and special projects. * Seeks operational efficiencies and automation of processes to reduce risk of manual processes. * Assists in providing training to covered business units. * Contributes to various reporting requirements and other ad hoc reviews. * Works closely with other supporting units to help create and maintain best practice across the Firm. Qualifications and Skills Critical Job Knowledge and Core Competencies/Skills: * 4-7 years of regulatory and/or advisory compliance experience at a broker dealer. * A solid foundation in US securities laws and regulations and broker dealer operations, products and services. * Ability to communicate this knowledge and applicability to SMBC Nikko Securities Inc. and affiliate operations. * Ability to manage multiple assignments and build consensus among stakeholders. * Ability to translate technical subject matter and convey it in easily understandable components for the clients. * Attention to detail and discipline to follow up on issues until resolved. * Must be well organized with project management skills. * BA/BS required. Series 7, 79 a plus. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. Nearest Major Market: New York City
    $82k-140k yearly 60d+ ago
  • Associate Broker

    High Rise Capital

    Remote wholesale diamond broker job

    We're hiring Associate Brokers to help small and mid-sized businesses discover financing solutions that support their growth. This is an entry to mid level sales role focused on connecting with business owners, identifying their funding needs, and introducing them to commercial lending options. No finance or sales experience required-we'll teach you everything you need to know. Our top performers earn $400,000-$600,000 annually, and senior advisors with teams exceed $1,000,000 per year. We're looking for drive, discipline, and the willingness to learn. If you're ready to work hard and build a high-income career, we'll show you how. WHAT YOU'LL DO Daily Responsibilities : Make 300-600 outbound call attempts per day to business owners using our automated power dialer Introduce commercial financing solutions to businesses that may need capital Ask qualifying questions to understand if we can help their business Schedule follow-up calls and coordinate with our processing team Learn from senior advisors who will help you close deals while you develop your skills Build relationships with clients who come back to you for future financing needs Your Development Path: Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals Months 4-6: Start closing deals with mentor support while building your pipeline Months 7-12: Close deals more independently and develop repeat client relationships Year 2+: Build a book of business with recurring clients and referral partners High Performers: Opportunity to mentor new reps and eventually lead your own team EARNING POTENTIAL Commission-Based Compensation First 3-6 months: $10,000-$40,000 (learning phase, building skills) Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently) Year 2: $80,000-$200,000 (established client base and referral network) Years 3+: $150,000-$400,000+ (leveraging book of business) Top Performers: $400,000-$600,000+ annually Team Leaders: $1,000,000+ annually Additional Compensation: Commission rate increases as you hit performance milestones Monthly and quarterly bonuses for exceeding goals Income from repeat clients who return for additional financing Team leadership bonuses for those who advance to management COMPLETE TRAINING & SUPPORT We Teach You Everything: Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.) Sales scripts and conversation frameworks you can follow How to handle objections and common questions Product knowledge, credit basics, and lending fundamentals Daily coaching and feedback to help you improve Mentorship Program: Assigned mentor who is a top-earning advisor ($500,000+) Senior advisors will close deals for you while you learn the process Shadow successful reps to see what works One-on-one coaching sessions weekly Group training calls and workshops Tools & Technology: Power dialer system that automatically calls leads for you (no manual dialing) CRM platform to track your calls and manage your pipeline (we'll train you) Scripts and talk tracks to guide your conversations Lead lists provided, you don't have to find your own prospects Operational Support: Back-office team handles all loan applications and paperwork Processing team coordinates with lenders and manages approvals You focus on calling and building relationships, we handle the rest WHO WE'RE LOOKING FOR You don't need experience, but you do need: ✓ Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this) ✓ Thick skin - You'll hear "no" a lot; you can't take rejection personally ✓ Coachability - You're willing to follow our proven process and accept feedback ✓ Self-discipline - You can work from home without someone watching over you ✓ Goal-oriented - You're motivated by hitting targets and earning commissions ✓ Consistency - You understand success comes from showing up and doing the work every day ✓ Positive attitude - You stay motivated even when things are challenging Great Backgrounds for This Role: Customer service representatives looking to earn more Retail or restaurant workers ready for a career change Recent graduates who want to build a high-income career Athletes who understand discipline and repetition Military veterans transitioning to civilian careers Anyone with strong work ethic who's tired of limited income potential WHAT TO EXPECT The first 3-6 months will be the hardest because you're learning and building your pipeline. Most people quit during this phase. But here's what happens if you stick with it: You'll start closing deals and earning real commissions ($2K-$15K+ per deal) You'll build confidence and your calls will get easier You'll develop a client base that comes back to you repeatedly Your income will grow and become more predictable over time You'll have the skills to earn a six-figure income for the rest of your career IS THIS RIGHT FOR YOU? This is NOT for you if: You need a guaranteed paycheck regardless of performance You're not comfortable talking to people on the phone You want a typical 9-5 job where you do the minimum and go home You give up easily when things get hard This IS for you if: You're tired of working hard at low-paying jobs with no upside You want control over your income and schedule You're coachable and willing to learn a new skill You can handle rejection and stay positive You're ready to put in 6-12 months of hard work to build something real Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States. Requirements Daily Requirements: Make 300-600 outbound call attempts per day using our power dialer Implement our scripts and sales process consistently Update CRM with notes from your calls Attend training sessions and coaching calls Benefits Training & Development Free Food & Snacks
    $73k-137k yearly est. Auto-Apply 21d ago
  • Associate Broker

    Kbc Advisors LLC 4.1company rating

    Wholesale diamond broker job in Columbus, OH

    KBC Advisors is seeking an Associate Broker to support our team! We offer a dynamic, innovative environment with a company that is reimagining industrial real estate. As an Associate, you will support complex real estate transaction activities in conjunction with the senior brokerage team and for KBC's clients. Working with market resources, the local brokerage team and other stakeholders, this position is responsible for supporting our team and leading our clients through the execution of property marketing, leases and sales. The person in this position will work directly with the senior brokerage team providing support through property analysis, business development and company solicitation, transaction support, document preparation, due diligence coordination, and research. This role will provide clients with excellent customer service and exceptional results. KBC Advisors is a modern, nimble purpose-built firm. We pride ourselves on doing things differently. We want team members with diverse views and experiences who can bring new ideas to the table. We value what makes each of us unique and use it to drive our innovative approach to commercial real estate. Essential Duties and Responsibilities Secures new business opportunities through prospecting and networking. Establishes and nurtures business relationships for the purpose of creating future opportunities and developing new business Implements real estate initiatives with an understanding of clients' strategic goals Acts as landlord/seller agent and tenant/buyer agent; understands and negotiates terms for a wide variety of commercial real estate products Uses internal and external resources to execute transactions Reviews and leverages market/business data within company database. Ensures completion of record updates and additions Monitors and maintains project tracking systems to ensure completion Prepares client documentation, offers, reports and other materials as needed Performs complex ad hoc projects, as requested by leadership Preferred Qualifications Requires knowledge of industrial real estate and a high capacity for independent decision making and initiative Exceptional organizational skills, ability to organize/prioritize departmental projects and demonstrated ability to communicate and collaborate within and between departments Ability to exercise judgment and discretion and to cope with shifting priorities, difficult situations and deadlines Detail oriented and strong communicator that can work independently in a fast-paced environment Aptitude to solve problems and navigate through obstacles Education and Experience A Bachelor's degree with 3+ years applicable industry experience, or a similar combination of education and experience Certificates and Licenses Real Estate salesperson license required
    $64k-107k yearly est. Auto-Apply 60d+ ago
  • Mortgage Wholesale Account Executive - REMOTE (anywhere in the US)

    Knock 4.1company rating

    Remote wholesale diamond broker job

    Knock is redefining the home buying and selling experience, and we're only getting started! We're a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That's why the first-of-its-kind Knock Bridge Loan™ was created-to empower homebuyers to ‘buy before they sell', using equity “tied up” in their existing home while giving them greater convenience, certainty, and competitiveness. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across 25 States (and counting). Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we've built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating. Join our growing team and help shape the future of homebuying! To learn more, visit Knock.com 📍Mortgage Wholesale Account Executive - Remote (anywhere in the US) 👋 We are on the hunt for a sales-driven, partner-obsessed Mortgage Wholesale Account Executive to join our high-performing team. In this role, you will be responsible for outbound sales and driving adoption of the Knock Bridge Loan™ across mortgage lenders and real estate agents. You'll operate in a B2B2C environment-partnering with professionals to drive volume and provide better experiences for homeowners. You will own strategic relationships within a defined territory, execute scalable growth strategies, and support cross-functional initiatives to drive loan application volume. This role is ideal for someone who thrives in a startup-like, high-growth environment. What You'll Do: Consistently meet or exceed monthly goals for driving new business in your assigned territory Develop and execute scalable outbound strategies to convert prospects-loan officers, branch managers, and real estate agents-into Knock partners Manage a growing portfolio of strategic accounts; nurture relationships to deepen engagement and increase application volume Achieve a minimum of 70 loan applications per month through effective outreach, education, and partner enablement Host regular meetings, training sessions, and workshops with lender and agent partners to communicate product updates, review performance, and drive adoption Collaborate cross-functionally with internal teams (marketing, operations, product, and support) to ensure a seamless experience for our partners and their customers Lead strategic initiatives to grow top-of-funnel engagement and drive repeat applications Track, analyze, and report on key performance metrics including partnerships, leads, pipeline growth, and loan applications Champion collaboration and contribute to a high-performing, positive team culture What You'll Bring: Current or former Wholesale Account Executive ✔️ Proven, measurable success in meeting or exceeding sales targets 📈 Creative and strategic thinker with a passion for growing partnerships and improving partner experiences Excellent communication, presentation, and interpersonal skills with the ability to confidently engage senior stakeholders 🗣️ Performance-driven mindset with a focus on partner success Team-oriented attitude with a passion for supporting and uplifting others 💪 Receptive to coaching and open to giving/receiving constructive feedback Ability to thrive in a fast-paced, ever-changing environment while managing multiple priorities Strong relationship-building skills rooted in trust and transparency 🤝 A deep belief in fostering inclusive, equitable practices that reflect Knock's core values 🌍 Proven success in a fully remote, distributed team environment 🏡 High school diploma or equivalent required Don't meet every requirement? We still encourage you to apply-we value potential and growth. 🖥️ Physical Requirements Set up and constantly operate a computer Communicate and exchange accurate information with others via telephone or internet video applications 💵 Compensation and Benefits The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation. Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary information that follows is a good faith estimate for this position. The on-target earnings (OTE) for this position is $200,000+ : $80,000 - $100,000.00 USD base salary + uncapped incentive plan. This job posting will expire on December 31, 2025. 💼 Offer & Employment Terms The actual offer, reflecting the total compensation package & benefits, will be at the company's sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter. ❓Why Knock 💡 Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families. 🏡 Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach. 💙 Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our POPSICLE values. 🌎 Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs. 🎉 Enjoying Life & Making an Impact 🪴 Since our founding in 2015, Knock has and continues to offer a 100% remote work culture 🏥 Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment 🧘 Flexible Paid Time Off for full time employees 👶 Paid parental leave for all full time employees: - 12 weeks paid parental leave for the birthing parent - 6 weeks paid parental leave for the non-birthing parent 🎓 One thousand annually for professional development 🛡️ Life, AD&D and Disability insurance for full time employees 💰 401K (noncontributory by Knock) for all employees 💪 $75 monthly allowance for health & wellness 🏢 Up to $400 monthly for a co-working space for eligible employees 📶 $100 monthly allowance for home internet, mobile phone or other communication devices 🤝 $2,500 referral bonus for eligible employees ⚖️ Equal Opportunity Employer Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 🛑 Internal Applicants If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. 🌎 Remote Culture & Company Mission We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo. Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 📬 Recruiter Policy Please no recruitment firm or agency inquiries - you will not receive a reply from us. 📎 Application Tip PDF is our preferred format for resumes and any other attachments. Thank you! #LI-Remote
    $80k-100k yearly Auto-Apply 35d ago
  • Wholesale Account Executive - Remote

    Benchmark Mortgage 4.2company rating

    Remote wholesale diamond broker job

    11 Mortgage is a dynamic lending community founded on customer centricity, and our Third Party Originations provide our customers with more home financing options. The Wholesale Account Executive Loan Officer is responsible for sourcing, building, and maintaining strong relationships with mortgage brokers through frequent travel and events to encourage business with 11 Mortgage. Ideal candidates for this position have a strong service-oriented mindset with prior sales experience, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements. Essential Functions of the Role: Establish and maintain relationships through frequent travel with mortgage brokers and mortgage bankers to generate business referrals. Present loan products, pricing, point of contacts, and business model to prospective and existing customers. Educate brokers and banking partners on 11 Mortgage procedures to expedite underwriting, locking, and closing. Act as the mediator between external partners and 11 Mortgage operations. Extend the 11 Mortgage name through networking, conferences, and social media. Other duties as assigned. Essential Knowledge/SkillsAbilities: Strong communication skills Ability to build professional relationships Customer service oriented Proven ability to prioritize and multi-task Knowledge of local, state, and federal lending laws (TILA, RESPA, HMDA, etc.) Ability to adapt to market changes Knowledge of the mortgage loan process Minimum three years wholesale mortgage lending sales experience required. Education/Licensing Requirements: High school diploma or equivalent required. Some college preferred. Working Conditions: Fast-paced environment. Requires normal vision (corrected) both close and distant. Requires normal hearing levels (corrected). Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending. Works effectively with frequent interruptions. Lifting requirements of 10 lbs. occasionally. Frequent travel >50%. Along with a great culture and competitive pay, at Eleven Mortgage our full-time employees are eligible for additional benefits including: Medical, dental, and vision insurance Short-term and long-term disability 401k with a Company match Company-provided life insurance AND MORE!
    $56k-72k yearly est. Auto-Apply 42d ago
  • Commercial Insurance Associate Broker - Life Sciences Practice

    Willis Towers Watson

    Wholesale diamond broker job in Columbus, OH

    Brokers serve as an integral interface between WTW clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present hard-to-place submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client's risk without turning their balance sheet upside down, this is the role for you. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Provide knowledge, leadership, insight and direction for broking activities to ensure that clients' expectations are regularly met. This role incorporates a wide level of expertise, but always assumes the broker is capable of handling accounts independently. The size and complexity of the account can vary. More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards are met. Helps drive the broking team to achieve agreed operational and financial goals and objectives. Major Accountabilities: * Orchestrate new business placement, renewals and alterations of existing coverage. * Develop, review and deliver presentations to secure new, and build on existing, relationships. * Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the market. * Research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients. * Provide coverage and program design advice and expertise to client; perform needs and gap analysis to make recommendations regarding program improvements. * Build strong partnerships with a broad range of organizations and stakeholders in the market in order to secure optimum terms and conditions for clients. * Contribute to thought leadership and continuous process improvement of the Broking function. * Work closely with associates to stay on top of changes in the marketplace. * Oversee design and preparation of draft proposals; negotiate and finalize of carrier quotes, terms and conditions and coverage confirmations to ensure contract certainty. * Bind carrier quotes and review binders and coverage confirmations. * Request / Attend and participate in regular client and underwriter meetings. * Conduct program peer reviews. * Provide coaching to brokers in training. Qualifications The Requirements * High School Diploma required; Bachelor's Degree preferred * 5-7 years industry experience * Property and Casualty license required * Strong group presentation skills (written and verbal); ability to drive complex/technical conversations. * Relationship management: Customer focus, collaboration and interpersonal skills and conflict management. Demonstrates shared ownership of resolution of conflicts. * Negotiation skills: Carrier and client negotiation skills. Can secure concessions without damaging relationships. * Business acumen: demonstrates knowledge of industries and clients, carriers and/or markets. * Project Management: ability to effectively manage and oversee small projects. * Receptive to feedback; critical thinking and problem-solving skills; high adaptability. * Leadership skills; applies judgement in making decisions, directs and motivates others, takes lead in small groups and promotes teamwork. * Technical skills; ability to review and understand coverage forms and answer coverage questions. Ability to review insurance specification of contracts; ability to run analytics models. * Knowledge of end-to-end insurance process, including process owners and rationale/purpose of key steps. * Technology acumen - ability to utilize technology-based record management systems; basic MS Office skills and familiarity with other relevant online tools. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $50k-97k yearly est. 11d ago
  • Commercial Insurance Associate Broker - Life Sciences Practice

    WTW

    Wholesale diamond broker job in Columbus, OH

    Brokers serve as an integral interface between WTW clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present hard-to-place submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client's risk without turning their balance sheet upside down, this is the role for you. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** Provide knowledge, leadership, insight and direction for broking activities to ensure that clients' expectations are regularly met. This role incorporates a wide level of expertise, but always assumes the broker is capable of handling accounts independently. The size and complexity of the account can vary. More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards are met. Helps drive the broking team to achieve agreed operational and financial goals and objectives. **Major Accountabilities:** + Orchestrate new business placement, renewals and alterations of existing coverage. + Develop, review and deliver presentations to secure new, and build on existing, relationships. + Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the market. + Research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients. + Provide coverage and program design advice and expertise to client; perform needs and gap analysis to make recommendations regarding program improvements. + Build strong partnerships with a broad range of organizations and stakeholders in the market in order to secure optimum terms and conditions for clients. + Contribute to thought leadership and continuous process improvement of the Broking function. + Work closely with associates to stay on top of changes in the marketplace. + Oversee design and preparation of draft proposals; negotiate and finalize of carrier quotes, terms and conditions and coverage confirmations to ensure contract certainty. + Bind carrier quotes and review binders and coverage confirmations. + Request / Attend and participate in regular client and underwriter meetings. + Conduct program peer reviews. + Provide coaching to brokers in training. **Qualifications** **The Requirements** + High School Diploma required; Bachelor's Degree preferred + 5-7 years industry experience + Property and Casualty license required + Strong group presentation skills (written and verbal); ability to drive complex/technical conversations. + Relationship management: Customer focus, collaboration and interpersonal skills and conflict management. Demonstrates shared ownership of resolution of conflicts. + Negotiation skills: Carrier and client negotiation skills. Can secure concessions without damaging relationships. + Business acumen: demonstrates knowledge of industries and clients, carriers and/or markets. + Project Management: ability to effectively manage and oversee small projects. + Receptive to feedback; critical thinking and problem-solving skills; high adaptability. + Leadership skills; applies judgement in making decisions, directs and motivates others, takes lead in small groups and promotes teamwork. + Technical skills; ability to review and understand coverage forms and answer coverage questions. Ability to review insurance specification of contracts; ability to run analytics models. + Knowledge of end-to-end insurance process, including process owners and rationale/purpose of key steps. + Technology acumen - ability to utilize technology-based record management systems; basic MS Office skills and familiarity with other relevant online tools. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $50k-97k yearly est. 60d+ ago
  • Wholesale Healthcare Executive Underwriter

    Hanover Insurance Group, Inc. 4.9company rating

    Remote wholesale diamond broker job

    Our Wholesale Healthcare team is seeking an Executive Underwriter to join our growing team. This is a full time, exempt role. This is a hybrid or remote opportunity. This role is open to any location in the United States. POSITION OVERVIEW: This role operates as the most experienced underwriter position and depending upon the business function may focus on production goals or supporting territories in driving underwriting excellence. Typically holds highest level of underwriting authority and works closely with leadership to drive underwriting and portfolio quality, sales and operations excellence, talent development, strategy development and execution. Provides technical insight and guidance to local team and leaders on accounts and execution of the strategy within the territory. IN THIS ROLE, YOU WILL: Underwrite new business, renewal business, and endorsement referrals. Achieve financial targets for overall growth and profitability. Drives execution of plans to achieve results. Collaborate with and provide oversight to the junior underwriting staff on portfolio management and strategic underwriting decisions to ensure production, financial and underwriting objectives with respect to profitability are achieved. Assure compliance with corporate and regulatory requirements and ensures the integrity of underwriting discipline by identifying underwriting issues. Develop new business opportunities with new and existing agents. Build strong partnerships and promote the Hanover franchise Provide input and may assist in broader strategy formulation with primary focus on execution of strategies. Business Development: Identify and drive enhanced business opportunities and create growth within other lines of business and customer segments. Utilize our value proposition to enhance agency economics, partner conversion and product specialization in partnership with local management. Prioritize and drive effective relationship management and producer activities to build trust, facilitate negotiation, and secure commitment in order to improve yield and retention ratios. Engage at the customer level for the most complex and prominent accounts within their territory. Independently implement territory business plans, monitors performance, adjusts plan to ensure a substantial pipeline for future profitable growth. Actively engage with distribution and field leadership to develop business opportunities. Regularly liaise with BDM function. Coach field underwriters on top selling techniques specific to the industry space. Collect market intelligence (price, product, services); advocate for change as needed. Assist in the development of new product capabilities, emerging market opportunities, and identifying growth opportunities. Portfolio Management: Manage portfolio for assigned territory with guidance from Leader. Provides input to and feedback on Portfolio, Distribution and Infrastructure strategy. Analyze industry financial performance and proactively manages the performance of portfolio, recommending corrective action as needed. Gather critical local intelligence that will aid in the development product, service and appetite improvements. Proactively respond to regulatory and legal environment. Maintain keen understanding of industry competitors, Identifies trends and emerging issues. Closely monitor underwriting results for assigned regions and recommends actions to improve profitability. Underwriting Development and Support: Assist managers and underwriters with the most challenging technical underwriting situations. Provide additional support to managers in the areas of portfolio management, underwriting quality, reinsurance referrals and business planning. Periodically be involved in complex underwriting referrals that fall outside of other UW team members. Assist in development and delivery of training. Develops and maintains relationships with Operations, Loss Control, and Claims to operationalize underwriting decisions. WHAT YOU NEED TO APPLY: Bachelor's degree required; professional designations preferred. 10+ years of Allied Healthcare underwriting experience, with broad underwriting experience across numerous classes of business. Strong proficiency with specific knowledge requirements in the areas of underwriting, book management, marketing and product development. Ability to effectively coach Underwriters and balance multiple priorities in a dynamic and very fast-paced environment. Excellent communication skills are essential; effective face-to-face interactions and presentations to groups, as well as strong phone skills, along with sound written communications, including impeccable follow through. Demonstrated ability to effectively collaborate and influence across multiple levels of the organization within senior and field management and underwriters. High degree of business, insurance and marketplace knowledge. Ability to travel (by car or plane) as needed.
    $74k-104k yearly est. 21d ago
  • Hybrid Wholesaler - Group Benefits Small Market (Sales Executive)

    Nationwide Mutual Insurance 4.5company rating

    Remote wholesale diamond broker job

    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role is 100% in office at our regional Kansas location. #LI-COLE Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As a Wholesaler, you'll be responsible for recruiting, training, educating, motivating, and maintaining national and regional broker partners to sell, service and conserve business to ensure profitable growth and to meet sales objectives established for group health small cases in an assigned market within the territory. Job Description Key Responsibilities: Recruiting new producers, training, growth objectives for assigned producers, sales production from workplace and individual products, achievement of premium growth objectives, and the servicing and conservation of insurance in force Make qualified calls on groups with producers and provide enrollment support on a new producer's first couple of accounts opened Responsible for maintaining a positive working relationship with sales support, underwriting, policyholder services, billing support, compliance, commission accounting, home office personnel, and field management Recruit, train, motivate and develop producers throughout assigned areas in the region Contribute to effective relationships between the producers and home office departments Help analyze markets and formulate recruiting programs, secure producers who will effectively produce quality premiums Work with producers to help bring value to their existing book of business and develop new opportunities Help implement and monitor procedures to improve persistency of business written in assigned area Reporting Relationships: Reports to Manager or Director. Typical Skills and Experiences: Education: Bachelors' degree preferred. Experience: 5 plus years of experience preferred. License/Certification/Designation: CEBS, CLU, and/or ChFC preferred. Knowledge, Abilities and Skills: Sales communication and relationship building skills required. Microsoft office proficiency. Strong work ethic. Ability to stay current on sales and marketing techniques and changes in state and federal law that affect the Company's sales efforts and impact the insurance industry in general. Experience in recruitment and management of insurance sales force. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Exempt (Not Eligible) Working Conditions: Work from home/office sales environment. Requires minimal travel. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
    $73k-88k yearly est. Auto-Apply 60d+ ago
  • Wholesale Lending Account Executive

    The Dart Bank 3.6company rating

    Remote wholesale diamond broker job

    Job Details Experienced Mortgage Division Office - Lansing, MI Full Time 4 Year Degree Day BankingDescription FOR RESIDENTS OF FLORIDA OR GEORGIA ONLY. The Wholesale Lending Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new brokers to the Wholesale Regional Managers. Account Executives also maintain existing relationships with Wholesale broker production sources. Account Executives are self-sufficient, confident, and accurate decision makers. They work both independently and cohesively with others and foster a team environment. Maintaining an attitude of approachability and willingness to assist in troubleshooting with customers and Dart Bank departments as needed. They thrive in our ever-changing environment and take great pride in contributing to Dart Bank being an industry leader. Primary Duties: Reviews daily, weekly, monthly pipeline activity including lock expirations and maintain acceptable performance metrics as determined by Sales leadership. Assist with developing a prospective B2B client pipeline for Regional Managers. Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory and provide market intelligence, production forecasts and marketing/business plans. Engage with client and prospective client database through multiple markets including phone, email, direct marketing, and social media tools. Conduct group presentations over phone/video to promote Dart Bank Value Proposition and present our process, product, and technology platforms Relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics Provide excellent service through follow-up and guidance to our broker partners. Drive improvements/efficiencies with clients and share ideas and best practices for success; serve as a peer mentor when called upon Be a subject matter expert on Dart's underwriting guideline, program guidelines, lending policies, procedures, products, and technology as well as regulatory compliance through training, industry publications, and lending bulletins. Communicate and develop and maintain strong positive relationships through communication with all departments to develop cohesive working relationships with Operations/Fulfillment Team Members and escalate any issues to Clients Services and appropriate operations management as required. Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly. Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization. Experience: Minimum 5 years recent experience as an Account Executive or equivalent role. College degree or equivalent experience. Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment. Proven production history and established broker base. Strong knowledge in "A" Paper. Knowledge of FNMA/FHLMC and FHA/VA programs. Experience with Encompass, TPO Connect, and in the wholesale market is preferred. Excellent networking and negotiation skills. Excellent verbal, written, and interpersonal communications skills. Must be detail-oriented, organized, and disciplined. Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment. Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums. Essential Functions: Use of hands or equivalent ability to complete required tasks. Vision or equivalent ability to complete required tasks. Strong communication skills and a positive attitude. Skills: Consistency and Commitment Organization Ability to adapt to quick changes Time Management Customer Service Computer literacy Qualifications Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: Medical Benefits Dental Vision 401(K) Employee Stock Ownership Plan Paid vacation & sick time Flexible scheduling Employee Assistance Program Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community. The Company is committed to providing equal opportunity in employment and prohibiting all forms of unlawful discrimination and harassment. All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate non-discriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”).
    $51k-70k yearly est. 21d ago
  • Associate Broker

    R t Specialty, LLC 3.9company rating

    Remote wholesale diamond broker job

    The Associate Broker is responsible for ensuring the quality and efficiency of brokerage and delivering client service under the guidance of the broker. The role requires engagement with underwriters to secure optimal pricing for their clients and terms and identifies and resolves errors. They actively pursue new business opportunities and are committed to continuous learning and professional development. What will your job entail? Job Responsibilities: • Ensures quality control across all files, meticulously scrutinizing active and expired policies, endorsements, and documentation for accuracy, timeliness, and adherence to policies. • Drafts error free submissions to communicate coverage terms with underwriters under the guidance of the broker, weaving together technical insurance jargon with clear and concise client-friendly language. • Reviews, analyzes, and underwrites risks, rates submissions for premium and terms and analyzes exposures for quotes for new and renewal business. • Issues quotes and binders, processes new business to grow revenues and maintain retention and profitability. • Delivers customer service during the marketing of new and renewal business to underwriters and clients. • Possesses understanding of market dynamics and confidently negotiates pricing and coverage terms with underwriters, consistently securing favorable outcomes for clients. • Communicates corrections and clarifications in all policy documents to clients and underwriters, ensuring transparency with all stakeholders. • Forges collaborative relationships with clients, agents, and internal teams, encouraging open communication and a culture of trust that results in increased revenues and increased policy retention. • Develops a robust network of industry contacts, fostering mutually beneficial relationships that contribute to consistent sales pipeline growth. • Demonstrates a commitment to ongoing professional development by diligently completing assigned educational courses, professional designations, and licensing programs. Work Experience and Education: • Bachelor's degree required in Business Administration, Sales, or Risk Management preferred. • 1 year of work experience in Wholesale brokerage, Commercial insurance coverages, Sales or Underwriting is preferred. Any other related discipline or commensurate work experience considered. Licenses & Certifications: • Must meet minimum requirements for state P&C and/or surplus line licenses. • Chartered Property Casualty Underwriter (CPCU) (Preferred), or Certified Insurance Service Representative (CISR) a plus. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $56,000.00 - $70,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
    $56k-70k yearly Auto-Apply 25d ago
  • Wholesale Account Executive

    A&D Mortgage 4.3company rating

    Remote wholesale diamond broker job

    Job Details Corporate Office - Fort Lauderdale, FL Fully Remote Full TimeDescription A&D Mortgage is a National Top 10 Wholesale Lender hiring in multiple territories across the country! We are expanding and seeking to hire Account Executives in Northern CA, UT, CO, KS/MO, TX, LA/OK/AR and MT/WY/ID. However, other areas will be considered. At A&D Mortgage, you'll find a client-centric culture committed to providing superior tools for our partners to win in today's competitive market. This includes competitive and consistent pricing, a wide range of product offerings and loan features, industry-leading technology, and unparalleled service. When you join our team, you are part of a collaborative workforce built on exceeding customer expectations, with comprehensive training and support to accelerate your potential and maximize your success. Our AEs have an uncapped commission structure and can obtain industry leading compensation by cultivating wholesale relationships with mortgage brokers and non-delegated correspondents. Our approach is to foster strong long-term relationships by creating value, providing ongoing support and training based on the evolving needs of our partners. We offer a full spectrum of Conventional, Government, Jumbo and our own unique Non-QM products, including Bank Statements, DSCR, Foreign National and our new ITIN program. Key Responsibilities: Develop and execute a detailed business sales plan to strategically solicit, grow and maintain strong relationships with mortgage Brokers/Bankers while travelling within an assigned territory. Demonstrate a comprehensive knowledge and applicability of loan programs, policies and procedures to articulate competitive differentiators and a value proposition. Enter data into and maintain a customer relationship manager (CRM) for sales and marketing initiatives to prospective accounts and existing client base. Identify and qualify new opportunities, conduct on-site visits of prospective accounts' premises, and manage the Broker approval and recertification process. Market A&D Mortgage and give presentations to potential partners (primarily in person at the clients' place of business) explaining and educating our unique opportunities. On-board new clients and present educational training and updates regarding loan products & programs, policies, procedures and technology. Set expectations and understanding of loan process for submission, underwriting, locks, closing, and funding. Cultivate both internal and external relationships to effectively manage customer expectations. Travel to clients' locations on a regular basis to review their needs, resolve any issues and to promote new products and opportunities. Evaluate borrower scenarios to determine qualification under our guidelines. Monitor pipeline performance daily, including tracking monthly lock, submitted and funded volume, pull-through ratios, and loan quality. Collaborate with key stakeholders on challenges and issues; and deliver professional resolution. Serve as liaison between clients and operations team. Provide ongoing customer, competitor and market intelligence to Sales Management team. Maintain familiarity with legal, regulatory, and company policies and procedures, including attending industry educational seminars. Attend and engage in trade shows and other industry events. Qualifications 5+ years of mortgage sales experience. Proven production history and established client base preferred. Strong working knowledge of Fannie Mae, Freddie Mac and Government lending practices. Excellent networking, relationship building and negotiation skills. Demonstrate business acumen and a deep understanding of business sales processes. Strong written, verbal, organizational and attention to detail skills. High school diploma or equivalent required; College degree desired. This is a full-time, remote position. WE OFFER PTO/Sick Days Comprehensive medical, dental, vision benefits Paid volunteer hours Life Insurance, Short-term Disability, and Long term Disability Health Savings Account 401k Paid training and career development Career Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact. Work-Life Balance Inclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation. Cutting-Edge Technology: Access state-of-the-art learning tools and technologies to enhance your own professional development and that of the entire organization. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $39k-64k yearly est. 60d+ ago
  • Vehicle Wholesale Representative

    Hertz 4.3company rating

    Remote wholesale diamond broker job

    Hertz Car Sales is one of the fastest growing dealer groups in the country. Our rapid expansion is fueled by high-volume fleet sales, creating exciting opportunities for driven professionals. If you're passionate about cars, sales, and delivering exceptional service, we want you on our team! We're hiring a Vehicle Wholesale Representative to manage dealer relationships, drive vehicle sales, and represent the Hertz brand with professionalism. This hybrid role combines remote work with travel and hands-on lot management. If you're self-motivated and thrive in a fast-paced sales environment, this is your opportunity to grow with us. The starting wage for this position is $43,888/yr plus commission What You'll Do: Dealer Sales: Sell vehicles directly to dealers and negotiate for optimal pricing Account Management: Maintain and grow relationships with existing dealer accounts Sales Transactions: Finalize deals and process all required paperwork accurately Lot Oversight: Ensure the car lot is presentable and manage back-flow inventory Business Development: Make outbound calls to generate new business opportunities Travel and Remote Work: Travel as needed and work remotely in a hybrid capacity Performance Metrics: Meet and exceed sales goals through self-driven effort What We're Looking For: Must be 20 years of age or older Valid driver's license with a clean driving record High school diploma or GED required Eligible to work in the United States What You'll Get: Competitive pay + commission Discount on Hertz Rentals Paid Time Off Medical, Dental & Vision plan options Retirement programs, including 401(k) employer matching Paid Parental Leave & Adoption Assistance Employee Assistance Program for employees & family Educational Reimbursement & Discounts Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness Perks & Discounts - Theme Park Tickets, Gym Discounts & more
    $43.9k yearly Auto-Apply 23h ago
  • Broker Assistant / Sales Coordinator

    The Holton Wise Property Group

    Wholesale diamond broker job in Cleveland, OH

    The Holton Wise Property Group is a Commercial and Residential Real Estate Brokerage headquartered in Parma Ohio. We help people buy, sell, and rent properties all around the Cuyahoga County area. The Holton Wise Property Group is one of Cleveland's fastest growing companies and operates one of the largest scattered site rental portfolios in the greater Cleveland area. Job Description HoltonWise sells 400+ properties per year. The main role of the transaction coordinator is to assist the Real Estate Broker in getting all of these transactions closed. There are many documents that need to be signed in a Real Estate Transaction & the Transaction Coordinator will be in charge of making sure they are all correctly filled out, signed & filed. Additional tasks include; •Warmly meet, greet & sit with clients who need documents signed. •Ensure that all commissions received from Title Companies are correct as per the Real Estate Sales Contract. •Answers, screens and transfers incoming phone calls; obtain basic information before transferring phone calls. •Takes and distributes messages from clients, buyers, sellers, title companies, lenders, tenants, utility companies and other vendors. • Makes outbound calls & emails to clients, buyers, sellers, title companies, lenders, tenants, utility companies and other vendors. •Acts as a gatekeeper by filtering important calls that need to be transferred versus calls that can be handled by this position such as providing callers with basic company information; deterring solicitation, sales and marketing calls. •Receives, sorts and forwards incoming mail. •Fills out and mails direct marketing materials to potential clients. Ensures mail is picked-up and distributed daily. •Coordinates inspections, appraisals, and property showings. •Relays information and updates to Real Estate Broker on all pending transactions. •Assists in the ordering, receiving, stocking and distribution of office supplies. •Assist the Real Estate Broker's roster of Realtors in getting their transactions filed and closed. •Performs other related office duties such as photocopying, light office cleaning, making cofee, emailing, stuffing marketing materials and filing. For more information on what we do at Holton-Wise take a look at this video **************************** Qualifications • Extremely organized. • Detail oriantated. • Able to multi task. • High school diploma or equivalent. • Customer service experience a must. • Office experience a plus. • Exceptional written and oral communication skills a must. • Calm demeanor, especially during high pressure situations a must. • Fluent in Microsoft Office applications and office equipment including Word & Excel. • Must be proactive and resourceful, and have the ability to work with minimal supervision. • Must be a non smoker. • Flex time available but applicant must be able to work between 35-40 hours per week and be available between the hours of 11am-5pm Monday through Friday. Additional Information All your information will be kept confidential according to EEO guidelines. Pay $15/hour There are no health benefits for this position Like us on Facebook & Follow us on Instagram @HoltonWise
    $15 hourly 15h ago

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