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Yellowstone Bank Remote jobs - 26 jobs

  • Remote Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Tyler, TX jobs

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is seeking motivated individuals to join our team as Remote Agents. This is an excellent opportunity to work from the comfort of your own home and establish a successful career in the insurance industry. As a Remote Agent at Yellowstone Life Insurance Agency, you will be responsible for providing top-notch customer service to clients, assisting them in finding the right insurance coverage to protect their loved ones and assets. You will have access to our lead platform, which connects you with individuals and families who have shown interest in purchasing life insurance policies. We are looking for self-driven individuals with excellent communication skills and a passion for helping others. If you are motivated, organized, and enjoy working independently, this could be the perfect fit for you. Responsibilities: Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. Provide personalized insurance recommendations based on clients' specific requirements and financial goals. Educate clients on the different types of life insurance policies and their features, benefits, and limitations. Assist clients in completing insurance applications and gather the necessary documentation. Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies. Requirements Excellent interpersonal and communication skills. Strong problem-solving abilities and the capability to analyze complex information. Highly organized with great attention to detail. Self-motivated and able to work independently. A current Life Insurance License is preferred, but we will consider candidates who are willing to obtain the license within a specified timeframe (cost may vary depending on the state).
    $25k-29k yearly est. Auto-Apply 60d+ ago
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  • Remote Work from Home Life Insurance Agent/Sales Manager

    Yellowstone Life Insurance Agency 3.9company rating

    Kansas jobs

    YOU FOUND IT!! NO COLD CALLING!! Looking for an incredible opportunity to develop a Full-time or Part-time income while working 100% of the time from the comfort of your home or anywhere in the U.S that you have access to WiFi? Yellowstone Life Insurance Agency an Integrity Company, is the “Virtual”, work from the comfort of your home opportunity you've been looking for! We are seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent and/or Sales Manager, working from home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in assisting families, that through our marketing efforts to families that have just closed on a new home loan or refinanced a home loan, are asking to be contacted by one of our agents to assist them in purchasing a Mortgage Protection Life Insurance policy that will pay for their home in the event of an unexpected death or illness resulting on the loss of income to the family. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. As an Agent/ Sales Manager, you will be working with your Manager/ Mentor to hire 3-5 independent agents, full-time tor part-time. As a qualified Sales Manager, in addition to daily commissions from your own sales, you are also eligible for additional weekly commissions and monthly bonuses based on your sales team's performance. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with a three-day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities: Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people. Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely. A current Life Insurance License is required (a candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200).
    $48k-55k yearly est. Auto-Apply 15d ago
  • Content Marketing Associate

    Pearl 3.6company rating

    Remote

    About the Role We're looking for a sharp, detail-oriented Content Marketing Associate to join our fast-paced marketing team. In this role, you'll support the execution of social campaigns, paid ads, blog posts, guides and whitepapers, sales and product collateral, training content, and more. You'll work cross-functionally with team members across content, product marketing, communications, sales, and enablement-helping us deliver high-quality assets faster and more consistently. This is a hands-on role ideal for someone who excels at writing and storytelling, enjoys variety in their work, is facile with design and basic video editing, and is excited to bring creative ideas to life. You'll play a critical role in keeping up with demand for social content and other marketing materials, working directly with internal subject matter experts, materials, and supporting marketing efforts that drive enterprise growth and product adoption. Role Summary The Content Marketing Associate is responsible for executing written content across marketing channels, with a primary focus on clarity, conversion, and consistency of voice. This role supports demand generation, product marketing, events, and brand content through high-volume, high-quality copy production. This is an execution-heavy writing role, not a thought leadership or strategy role. Who We're Looking For Draft, design and schedule organic and paid social posts for campaigns, partnerships, product updates, and events. Support the creation and ongoing updates of marketing collateral, including emails, sales decks, product one-pagers, and internal training documents. Assist with media relations and PR, including drafting press releases and product announcements in collaboration with marketing leadership. Assist in creating scripts, outlines, or rough edits for training and demo videos Help manage the content calendar and keep internal asset libraries organized and up to date Maintain templates and templatized content, while adding the detail and polish that high-visibility content demands Write and maintain copy for: Landing pages Paid ads Email campaigns Webinar descriptions and follow-up communications Social media posts and captions Blogs and short-form articles Guides and downloadable content Repurpose and curate existing content across channels Support pre- and post-event marketing execution Maintain templates and templatized content, while adding the detail and polish that high-visibility content demands Collaborate with design and marketing leads to align copy with visuals and goals Review, edit, and format content to ensure clarity, consistency, and brand alignment across assets What You'll Need to Succeed Core Skills 1+ years of experience in a marketing, content, or communications role Strong writing and editing fundamentals, including ability to write concise, conversion-oriented copy and comfort writing for multiple formats and audiences A creative mind who is excited to tell Pearl's story consistently through top-notch content A willingness to learn and take initiative in a collaborative, high-output environment Highly organized, deadline-driven, and comfortable managing multiple priorities Strong writing and editing fundamentals, including ability to write concise, conversion-oriented copy and comfort writing for multiple formats and audiences Familiarity with social platforms and digital marketing fundamentals Ability to create and edit content in Figma, Google Slides, Docs, with a good eye for structure and presentation. Strong organizational skills and ability to manage multiple deadlines Basic understanding of marketing funnels and audience intent Nice-to-Have Skills Advertising copywriting and/or editorial writing experience A degree in journalism, communications, marketing or a related field of study Hubspot or similar CRM experience CMS management experience Basic design or layout skills SEO fundamentals Landing page setup experience Experience working in a B2B, SaaS, or healthcare tech environment Exposure to Notion, Figma, and Google Slides Comfort using generative AI tools as part of a content production workflow What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $52k-87k yearly est. 13d ago
  • Marketing Designer

    Pearl 3.6company rating

    Remote

    Pearl is seeking a creative and motivated graphic designer to join our design team. This role will support the visual identity of Pearl across various platforms by creating compelling graphics for both digital and print media. The marketing designer will collaborate with multiple teams to bring our brand to life, delivering impactful designs that resonate with our audience. The ideal candidate is passionate about design and turning complex ideas into simple, elegant visuals, comfortable working at a fast pace, and excited to contribute to projects that push the boundaries of dental AI. Role Summary The Marketing Designer supports the entire company by producing high-quality visual assets for both internal and external use. This role is responsible for ensuring that all creative work consistently reflects the company's brand identity, visual standards, and design system across channels. This is a production-first role with some creative latitude, focused on speed, consistency, and polish rather than concept ownership. Who We're Looking For Collaborate within the marketing team, cross-departmentally and with external partners to create visual assets that support marketing, branding, sales enablement, and internal and corporate communications. Produce graphics for: Social media Paid advertising Landing pages Guides and PDFs One-sheets and sales assets Email campaigns Event collateral Executive and sales presentations Maintain and organize design assets, templates, and brand files Ensure all outputs adhere to brand guidelines and visual standards Support basic Webflow site updates and visual layout adjustments What You'll Need to Succeed Core Skills Professional graphic design experience and training. A creative mind who is excited to elevate Pearl's brand consistently through top-notch design. Excellent communication and collaboration skills and a willingness to take on constructive feedback A desire to take initiative in a collaborative, high-output environment Highly organized, deadline-driven, and comfortable managing multiple priorities Strong graphic design fundamentals (layout, hierarchy, typography) Facility using Figma, Adobe Creative Suite (Photoshop, Illustrator, InDesign), and familiarity with generative AI tools like Midjourney and Sora Ability to execute quickly from briefs and templates Strong attention to detail and consistency Comfort working across many asset types and stakeholders Basic understanding of marketing channels and platforms Nice-to-Have Skills Video editing (short-form, social, or light motion) Motion graphics or animated assets Generative photography / AI-assisted imagery Basic Webflow design experience Landing page setup experience Advertising creative experience CMS management experience Experience working in a B2B, SaaS, or healthcare tech environment Exposure to Notion, Figma, and Google Slides Comfort using generative AI tools as part of a content production workflow What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $88k-142k yearly est. 14d ago
  • Senior Product Designer

    Pearl 3.6company rating

    Remote

    Who We're Looking For We are seeking someone to design the end-to-end user experience for Pearl's main Dental AI product, ensuring intuitive, effective, and compliant clinical workflows for dental professionals worldwide. Drive complex feature design from research and concept to high-fidelity UI, focusing on the visualization of AI outputs (segmentation, detection, and measurement) on dental radiographs Collaborate closely with Machine Learning Engineers, Product Managers, and clinical experts to translate advanced AI capabilities into a seamless user experience Maintain and scale the company-wide design system What You'll Need to Succeed 5+ years of experience in Product Design, preferably within B2B SaaS, HealthTech, or AI-focused platforms Proven expertise in designing for complex data visualization and clinical workflows Strong portfolio demonstrating shipped enterprise-grade software What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $126k-178k yearly est. 55d ago
  • Remote Sales/Builder/Entrepreneur

    Yellowstone Life Insurance Agency 3.9company rating

    Dallas, TX jobs

    We are looking for someone that shares in our commitment to bettering ourselves and the communities we live in. As a representative with our company, you will be responsible for meeting with our clients either virtually or in person, that have requested our help with an array of insurance products!! Working with over 25 A - A+ rated companies to ensure our clients the best and most affordable options. This is 100% Commission based position. You would be a 1099 Contracted Agent! No Experience Necessary 1) We offer you a complete training program at no charge 2) You will have your own mentor to guide you through each step 100% Commissions 1) Paid DIRECTLY from the insurance companies 2) Fast Pay- Everyday Pay 3) We feel YOU should determine YOUR income, not a boss 4) Business Builders Available to earn 5) Vested DAY ONE! 6) Opportunity to earn a bonus each month Clients 1) NO door knocking 2) No list of friends and family 3) You are following up with clients that have requested information about our services. YOUR option to build a Business 1) You have the option to build a business from day one! 2) You can build your business both locally or nationally and we will guide you through the process. 3) Thinking about moving, No Problem, we have clients all over the country. Culture 1) We want to help YOU win! 2) We truly work as a TEAM You must have: 1) An ethical, self-disciplined, trustworthy, motivated, and entrepreneurial spirit 2) A likeable personality and the ability to connect with others 3) A willingness to acquire a life/health insurance license, if you don't already have one (and we can help you if you don't) 4) The ability to set aside your ego, be coachable, and follow a proven system No matter where you are in life's journey, we have a place for you!! Maybe you're just starting out, going through corporate layoffs, your salary or commissions have been reduced, your position is being eliminated or you simply need extra money. We have a place for you while making a huge impact on the lives of the clients you help!
    $31k-34k yearly est. Auto-Apply 60d+ ago
  • Senior Appliance Service Technician

    W Service 4.5company rating

    New York jobs

    Benefits/Perks Flexible Scheduling Growth and Career Advancement Opportunities Great Working Environment iPhone and iPad Company Vehicle Uniforms Health Benefits 401k Plan PTO Life Insurance Dental and Eye Benefits Bonus Program Job Summary Dan Marc Appliance, a Whirlpool Factory Service is looking for talented Senior Appliance Service Technicians to join our team! As an Appliance Service Technician, you are a team lead responsible for the maintenance and repair of Whirlpool Family Brand appliances. The ideal candidate has extensive appliance repair experience and follows all industry safety obligations. Excellent customer service skills are essential to be successful in this role. Responsibilities Accurately diagnose and repair appliances in the customer's home Provide cost estimates for repairs/installations and collect payment and/or payment information from customers for work performed Perform other duties as needed which may include cross-training in related positions Qualifications Proficiency in navigating tablet-based technology 3-5 years experience as an Appliance Service Technician We service all the boroughs of New York City, Partial Long Island, Westchester, Rockland, Orange, Partial Putnam counties. In New Jersey we service the counties of Bergen, Passaic, Essex, Morris, Sussex, Hudson, Union, Middlesex, Monmouth Mercer, Ocean, Somerset, Hunterdon, and Warren. In Pennsylvania, we service the Easton area up through the Eastern-most towns, along the Delaware River. We are seeking qualified techs in all of our coverage area. This is a remote position. Compensation: $57,000.00 - $85,000.00 per year This business is independently owned and operated. Your application will go directly to the independent business, and all hiring decisions will be made by the management of said business. All inquiries about employment at this location should be made directly to the location.
    $57k-85k yearly Auto-Apply 60d+ ago
  • Senior Lifecycle & Retention Marketing Manager

    Pearl West 3.6company rating

    Dallas, TX jobs

    About the Role We're looking for a seasoned lifecycle and retention marketing leader to own and optimize the customer journey across our portfolio of DTC brands. This is a high-impact, individual contributor role for someone who has built retention programs from the ground up and can demonstrate meaningful revenue impact through improved LTV and customer engagement. You'll be responsible for developing and executing comprehensive lifecycle strategies, implementing sophisticated retention programs, and building a testing culture that continuously improves customer value. While this role doesn't include direct reports, you should have experience building and managing lean, high-performing teams - whether contractors, agencies, or cross-functional partners. What You'll Own Lifecycle Strategy & Execution Design and implement end-to-end lifecycle marketing programs across email, SMS, push, and emerging channels Build sophisticated segmentation strategies based on customer behavior, purchase patterns, and engagement signals Own retention metrics including repeat purchase rate, customer LTV, churn reduction, and engagement KPIs Develop win-back, reactivation, and cross-sell/upsell campaigns that drive meaningful revenue Loyalty & Subscription Programs Architect and optimize loyalty programs that drive repeat purchase behavior and increase customer lifetime value Manage subscription retention strategies, reducing churn and improving take rates Implement tiered rewards structures, referral programs, and VIP experiences that create lasting brand affinity Testing & Optimization Drive a rigorous testing roadmap across messaging, timing, offers, and creative Analyze cohort performance, identify trends, and translate insights into actionable strategies Stay ahead of industry benchmarks and bring best practices from leading DTC brands into our ecosystem Cross-Functional Leadership Partner with growth, product, and customer experience teams to create seamless customer journeys Manage relationships with technology vendors, agencies, and freelancers to execute at high velocity Build processes and systems that allow lean teams to operate efficiently at scale What You Bring Experience & Track Record 5-7+ years in lifecycle, retention, or CRM marketing roles at fast-growing DTC brands Proven track record of improving key retention metrics-show us the before/after of programs you've built Experience managing or scaling brands from $10M+ to $50M+ in revenue History of building and managing lean, high-output teams (even without direct reports) Technical Expertise Deep knowledge of retention and loyalty platforms (Klaviyo, Attentive, Yotpo, Smile.io, LoyaltyLion, etc.) Strong proficiency with subscription platforms (Recharge, Skio, Bold, etc.) and their retention levers Comfortable with analytics tools and building dashboards to track performance Understanding of customer data platforms and segmentation strategies Strategic Mindset You know industry benchmarks cold and can articulate what good looks like You understand cohort analysis, LTV modeling, and retention economics You can balance long-term brand building with short-term revenue optimization You stay plugged into what's working across leading DTC brands Execution Style Scrappy self-starter who thrives in fast-paced, resource-constrained environments Bias toward action and testing over perfection and planning Comfortable wearing multiple hats and rolling up your sleeves Excellent project management skills-you ship things on time and hit your numbers Your First 90 Days Days 1-30: Audit & Quick Wins Conduct comprehensive audit of current flows, campaigns, and customer segments across all brands Benchmark performance against industry standards and identify performance gaps Map the complete customer journey and identify friction points or missed opportunities Implement 3-5 quick wins that can show immediate impact (copy improvements, timing optimizations, segment fixes) Establish baseline metrics and reporting infrastructure Days 31-60: Strategic Buildout Launch additional high-impact customer segments based on behavior, value, and lifecycle stage Redesign underperforming flows with optimized messaging, cadence, and offers Begin systematic A/B testing program across key touchpoints Improve Month 1 retention rate by 20% through optimized onboarding and early engagement Develop 90-day testing roadmap with prioritized initiatives Days 61-90: Scale & Optimize Improve Month 2 and Month 3 retention rates by 20% through enhanced nurture and replenishment strategies Launch or optimize loyalty program mechanics to drive repeat behavior Implement advanced win-back and reactivation campaigns for lapsed customers Increase overall customer LTV by 30% through improved retention cohorts and frequency Build scalable processes and playbooks that allow lean team execution What Makes You Stand Out You've built a loyalty or subscription program that has become a meaningful revenue driver You have case studies showing 15%+ improvement in retention metrics You're active in DTC communities and stay ahead of emerging tactics You've managed complex tech stacks and can evaluate/implement new tools independently You have experience across multiple categories (pet brand, consumables, supplements, beauty, etc.) How to Apply: Please submit: Your résumé/CV A short cover letter (1-2 paragraphs) describing your most successful talent-scouting win: who the creator was, how you found them, and what you achieved. Optionally: Portfolio of work **This is a remote position**
    $112k-141k yearly est. Auto-Apply 60d+ ago
  • Staff Software Engineer

    Pearl 3.6company rating

    Remote

    Who We're Looking For Takes ownership of a product from an engineering perspective Designs, builds, and scales robust backend and frontend components for our clinical product suite Brings a product-focused mindset to engineering work, balancing technical execution with usability, business goals, and real-world constraints to deliver impactful user experiences Collaborates cross-functionally with ML, product, and engineering teams to develop intelligent, reliable features Ensures high-quality software via automated tests, code reviews, and observability practices Mentors other engineers and advocates for best practices in coding, security, and DevOps Contributes to a culture of ownership, innovation, speed, and continual learning Engages directly with external partners when needed to troubleshoot or customize integrations What You'll Need to Succeed 8+ years of professional software engineering experience and previous startup experience Strong experience with backend engineering using Cloud technologies, preferably using AWS Strong experience with Javascript Frameworks, Node/Typescript/Javascript Ability to maintain and evolve a large-scale single page application with a focus on modular architecture, performance optimization, and long-term maintainability Identifies and resolves architectural bottlenecks, ensuring a smooth developer experience and consistent UI behavior across complex user flow Understanding of RESTful APIs and event-driven architecture Effective communicator across technical and non-technical stakeholders Eagerness to solve meaningful problems in healthcare using cutting-edge technology Humble, curious, and collaborative mindset What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $167k-229k yearly est. 24d ago
  • Virtual Financial Advisor Insurance Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Tyler, TX jobs

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually
    $41k-46k yearly est. Auto-Apply 60d+ ago
  • Seeking entrepreneurs/ Remote Position

    Yellowstone Life Insurance Agency 3.9company rating

    Remote

    Yellowstone Life Insurance Agency, an Integrity Company, is actively seeking motivated entrepreneurs to fill Remote Positions within our team. This is a unique opportunity to build your career from the comfort of your home while helping families secure their financial future through life insurance solutions. As an entrepreneurial member of our remote team, you will leverage our innovative lead generation platform to connect with clients who have expressed interest in life insurance products. You will play a crucial role in assessing clients' needs and crafting personalized insurance solutions that provide peace of mind for their families. This role is perfect for self-starters who are passionate about making a difference in people's lives and are eager to build a successful business by assisting clients in their insurance journey. Responsibilities Utilize the provided lead generation platform to identify and connect with potential clients seeking life insurance coverage. Conduct thorough interviews with clients to assess their insurance needs and provide tailored recommendations. Educate clients about the benefits, features, and options of different life insurance policies. Assist clients in completing insurance applications and ensure all necessary documentation is collected. Maintain ongoing communication with clients, providing exceptional customer service and support. Continuously seek ways to improve client relationships and expand your client base through networking and referrals. Requirements A strong entrepreneurial spirit and a passion for helping others. Excellent communication and interpersonal skills, with the ability to build rapport with clients quickly. Self-motivated and driven to succeed in a remote work environment. Strong organizational skills to manage client relationships effectively. Current Life Insurance License is a must (candidates without a license may be considered but must obtain one within 60 days). Previous experience in sales or customer service is a plus but not required. Benefits Freedom & ability to work virtually
    $46k-52k yearly est. Auto-Apply 60d+ ago
  • Enterprise Sales Coordinator

    Pearl 3.6company rating

    Remote

    Who We're Looking For The Enterprise Sales Coordinator provides critical administrative and operational support to the Head of DSO Sales, enabling the sales leader to focus on strategic client relationships and revenue growth. This role combines client-facing responsibilities with behind-the-scenes coordination to ensure seamless execution of sales activities, client engagement initiatives, and team operations. Client Events Plan and execute client events including dinners, receptions, ski trips, and private gatherings Coordinate event logistics: venue selection, catering, invitations, RSVPs, and on-site management Manage event budgets and track expenses against allocated funds Develop and maintain event playbooks for consistent, high-quality execution Capture post-event follow-ups and ensure timely outreach to attendees Client Communications Draft and send client correspondence, including meeting follow-ups, thank you notes, and outreach emails Prepare personalized communications on behalf of the Head of DSO Sales Maintain client communication logs and ensure timely responses Coordinate multi-stakeholder communications for complex deals Client Gifting Manage the strategic gifting program including selection, procurement, and delivery Track gift budgets and maintain records for compliance purposes Source and curate high-quality, thoughtful gifts appropriate for executive-level clients Coordinate timing of gifts with key milestones (deal closings, holidays, client achievements) Calendar and Travel Management Manage the Head of DSO Sales calendar, scheduling meetings and protecting focus time Coordinate complex scheduling across multiple time zones and stakeholders Book and manage travel arrangements including flights, hotels, and ground transportation Prepare travel itineraries with meeting details, client background, and logistics Process and reconcile travel expenses in a timely manner Administrative Support Maintain CRM data accuracy and update opportunity records as needed Prepare meeting materials, agendas, and presentation decks Compile sales reports and client activity summaries Coordinate with internal teams (Marketing, Customer Success, Partnerships) on client-related initiatives Manage vendor relationships for events, gifts, and travel What You'll Need to Succeed 1+ years of experience in sales coordination, executive support, or client services Exceptional organizational skills with strong attention to detail Excellent written and verbal communication skills Proficiency in CRM systems (Salesforce/HubSpot), calendar tools, and travel booking platforms Ability to manage multiple priorities in a fast-paced environment Discretion and professionalism when handling confidential client information Proactive problem-solver with a client-service mindset Preferred Qualifications Experience in B2B SaaS, healthcare technology, or dental industry Familiarity with enterprise sales cycles and DSO (Dental Support Organization) landscape Event planning certification or demonstrated event management experience Experience supporting C-level executives What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $30k-40k yearly est. 15d ago
  • Business & Employee Development Coordinator

    Yellowstone Local 3.9company rating

    Austin, TX jobs

    Yellowstone Local is a staffing and recruiting agency dedicated to supporting the skilled trades industry. We connect high-performing talent with growing home service companies across the U.S. Our clients, leaders in HVAC, plumbing, electrical services, and beyond, depend on skilled professionals to help drive their business growth. At Yellowstone Local, we take pride in matching the right people with the right opportunities, ensuring long-term success for both our clients and candidates. Position Overview Knights Plumbing & Drain is looking for a Business & Employee Development Coordinator who thrives in fast-paced environments and is fired up about helping people grow. In this role, you'll play a critical part in building training systems, supporting employee development, optimizing internal operations, and driving business initiatives forward. You'll collaborate directly with leadership to align people, process, and performance, all while helping a mission-driven company scale with heart. Key Responsibilities Employee & Office Development Coordinate training for CSR, dispatch, and administrative staff. Develop and maintain onboarding programs and growth pathways for office and field roles. Track employee performance, KPIs, certifications, and development milestones. Support employee coaching, ride-alongs, and personalized development plans. Organize meetings, training calendars, and internal development sessions. Help lead culture initiatives tied to company values, mindset, and personal growth. Business Development Research and implement process improvements to boost service efficiency and customer experience. Support marketing initiatives by tracking campaign performance and coordinating content efforts. Assist with special projects like platform integrations, market expansion, and acquisition strategies. Create reports and insights to help leadership make strategic decisions. Ensure alignment between field, sales, and customer service departments. Administrative & Operational Support Maintain SOPs, training binders, and development documentation. Support internal communication efforts and company-wide updates. Coordinate events like team meetings, contests, trainings, and orientations. Assist leadership with follow-ups, scheduling, and execution of business priorities. Why Work With Yellowstone Local: 100% remote work setup with flexibility based on client needs Be part of a growing team that supports top-tier brands in the skilled trades Receive dedicated training and support from both Yellowstone Local and the client Unlock long-term growth opportunities and stability based on your performance What's in it for you Pay: $6-$8 per hour (based on experience and qualifications) Schedule: Full-time position with some flexibility depending on business needs Culture: Grounded in values like grace, responsibility, and growth-you're not just a number here Impact: Be the force behind real employee growth and business transformation Growth: Work closely with leadership and gain exposure to business strategy, team building, and scaling operations What We're Looking For Excellent communication and interpersonal skills, you know how to connect with people Detail-oriented and organized with strong follow-through Able to work independently while managing multiple projects Familiarity with the service industry (plumbing a plus, not required) Comfortable with spreadsheets, project tracking, and KPI dashboards Passion for personal development and helping others succeed Professionalism, emotional intelligence, and a growth mindset are must-haves Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. Yellowstone Local is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange
    $6-8 hourly 27d ago
  • Entrepreneur/leadership Remote

    Yellowstone Life Insurance Agency 3.9company rating

    Remote

    Yellowstone Life Insurance Agency, an Integrity Company, is excited to announce an opening for a Remote Entrepreneur/Leader position. This role offers the flexibility to work from home while guiding and inspiring a team to deliver exceptional insurance solutions to clients. As a Remote Entrepreneur/Leader, you will be at the forefront of our efforts to provide financial security to families through life insurance. Your mission will involve leading a team of dedicated agents, fostering a positive and productive environment, and driving their success by developing their skills and encouraging their growth. This is an excellent opportunity for individuals with a strong entrepreneurial spirit and a passion for leadership. You'll benefit from our extensive support structure and proprietary lead generation platform that connects you with families actively seeking insurance solutions-without the need for cold calling. Responsibilities Lead and develop a remote team of agents, ensuring they have the tools, resources, and support needed to thrive in their roles. Conduct regular training sessions to enhance agents' understanding of products and effective sales techniques. Establish performance metrics, track progress, and provide constructive feedback to drive team success. Create a motivating and collaborative team culture that encourages continuous improvement and innovation. Work closely with upper management to align team goals with broader company objectives and initiatives. Celebrate team successes and recognize individual contributions to foster high morale and engagement. Requirements Demonstrated leadership experience, ideally in a sales or insurance environment. Exceptional communication and interpersonal skills, with a talent for motivating and guiding team members. Strong analytical skills to assess team performance and implement effective strategies for improvement. Entrepreneurial mindset with a proactive approach to problem-solving and team development. Current Life Insurance License is required (candidates may be considered without a license, but must obtain one within 60 days of hire). Experience with remote work and virtual team management is a plus. Benefits Freedom & ability to work virtually
    $46k-52k yearly est. Auto-Apply 43d ago
  • Part-time Remote Insurance Sales

    Yellowstone Life Insurance Agency 3.9company rating

    Fort Worth, TX jobs

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is thrilled to offer a flexible part-time opportunity for motivated individuals to join our team as Part-time Remote Sales Agents. This role is perfect for those looking to earn extra income while working from the comfort of their own home. As a Part-time Remote Sales Agent, you will engage with leads generated through our effective marketing strategies aimed at individuals and families interested in life insurance. You will have the chance to assist clients in understanding their insurance options, helping them choose the best policies to suit their needs. This position allows for a work-life balance with flexible hours, enabling you to manage your time effectively. Responsibilities: Connect with potential clients and conduct needs assessments to understand their insurance requirements. Provide clients with accurate information regarding life insurance products and recommend options that meet their needs. Assist clients in completing applications and collect necessary documentation. Follow up with clients to address questions, measure satisfaction, and ensure they feel confident in their insurance choices. Work collaboratively with other agents and the management team to optimize sales strategies. If you're a self-driven individual with a desire to help others while enjoying the freedom of remote work, we encourage you to apply! Requirements Strong communication and interpersonal skills. Ability to work independently and manage time effectively. Comfortable with technology and virtual communication tools. Sales experience is preferred but not required; a willingness to learn is essential. A valid Life Insurance License is preferred, but candidates without a license will be considered if they are willing to obtain one within a specified timeframe.
    $25k-29k yearly est. Auto-Apply 23d ago
  • Virtual Financial Advisor Insurance Agent

    Yellowstone Life Insurance Agency, LLC 3.9company rating

    Tyler, TX jobs

    Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually
    $41k-46k yearly est. 11d ago
  • Virtual Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Weatherford, TX jobs

    Yellowstone Life Insurance Agency, LLC is on the lookout for enthusiastic individuals to join our dynamic team as Virtual Agents. This role offers the flexibility to work from home while making a significant impact in the lives of our clients. As a Virtual Agent, you will engage with potential clients, guiding them through their life insurance journey. Utilizing our cutting-edge lead generation technology, you will assist clients in understanding their options and needs, ensuring they make informed choices about their coverage. If you are passionate about helping others, possess a strong work ethic, and are looking for a role that provides both flexibility and the opportunity for career growth, we want to hear from you! Key Responsibilities Provide comprehensive support to clients exploring life insurance options. Explain various insurance products and assist clients in selecting suitable plans based on their needs. Guide clients through the application process and documentation requirements. Collaborate with insurance providers and facilitate the underwriting process to streamline policy issuance. Build and maintain lasting relationships with clients through regular follow-ups and support. Requirements Strong communication and interpersonal skills Ability to connect with clients and establish rapport Attention to detail and strong organizational capabilities Self-starter with the ability to work independently Prior experience in sales or the insurance industry preferred but not mandatory A reliable computer and internet connection are required Benefits Freedom & ability to work virtually
    $25k-29k yearly est. Auto-Apply 60d+ ago
  • Community & Partner Marketing Coordinator

    Pearl 3.6company rating

    Remote

    Pearl is seeking an energetic, sharp, detail-oriented Community & Partner Marketing Coordinator to join our fast-paced marketing team. This role will support Pearl's engagement with dental industry partners as well as the broader dental community across a wide range of marketing, communications, educational and experiential activities. The Community & Partner Marketing Coordinator will collaborate across marketing, sales and customer success as well as with a wide range of external partners to maximize the quality, reach and consistency of Pearl's messaging and brand to an expansive global dental audience. This is an early-career role ideal for someone who is an excellent communicator and project manager, who is capable of accelerating outcomes with hands-on production and execution. Role Summary The Community & Partner Marketing Coordinator supports the execution of partner programs, community engagement, and event-related marketing activities. This role ensures that partners, media collaborators, and community channels are activated consistently and professionally. This is an ops-forward, coordination-heavy role with light creative and copy responsibilities. Who We're Looking For Oversee company presence and engagement in online communities, including Facebook groups and Reddit forums. Coordinate with channel partners, trade groups, and other sponsors on deliverables and timelines Curate and distribute existing content through partner and community channels Manage social media scheduling and day-to-day engagement Provide basic marketing operations support (lists, tracking, coordination) Support webinar setup and logistics Assist with pre- and post-event marketing activities What You'll Need to Succeed Core Skills Strong organizational and coordination skills Excellent written communication (email, social, partner comms) Ability to manage multiple stakeholders and deadlines Comfortable executing repeatable processes High attention to detail and follow-through Nice-to-Have Skills Social media ideation and light copywriting Trade PR or media coordination exposure Basic design and layout skills Webinar platform familiarity Community moderation or forum engagement experience Hubspot or similar CRM experience CMS management experience SEO fundamentals Landing page setup experience Experience working in a B2B, SaaS, or healthcare tech environment Exposure to Notion, Figma, and Google Slides Comfort using generative AI tools as part of a content production workflow What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work
    $32k-47k yearly est. 13d ago
  • Entrepreneur/leadership Remote

    Yellowstone Life Insurance Agency 3.9company rating

    Remote

    Yellowstone Life Insurance Agency, an Integrity Company, is looking for passionate and committed individuals to join our team as a Remote Entrepreneur/Leader. This unique opportunity allows you to work from home while leading a team to help clients protect their families and assets through life insurance solutions. As a Remote Entrepreneur/Leader, you will leverage your leadership skills to motivate and guide a team of agents in their efforts to deliver exceptional service to clients. You'll be responsible for coaching your team, developing effective strategies to grow their client base, and enhancing their skills and knowledge in the insurance industry. This role requires a strong entrepreneurial spirit, strategic thinking, and a commitment to building a supportive team culture. With no cold calling required and access to our proprietary lead generation platform, you'll have the resources you need to succeed in this dynamic environment. Responsibilities Lead and mentor a team of remote agents, providing guidance and support to help them achieve their personal and professional goals. Implement training programs and resources to ensure team members understand insurance products and sales techniques. Develop and track performance metrics to measure team success and identify areas for improvement. Motivate and inspire your team through effective communication and a positive, inclusive work environment. Collaborate with senior management to create and refine strategic initiatives to drive business growth. Provide regular feedback and coaching to team members, facilitating their professional development. Requirements Proven leadership experience, preferably in sales or insurance. Strong interpersonal and communication skills to effectively connect with and motivate a diverse team. Demonstrated ability to develop strategies for sales and team growth. Strong analytical skills to assess performance metrics and implement necessary changes. Entrepreneurial mindset with a passion for building and leading successful teams. Current Life Insurance License is required (candidates may be considered without a license, but a license must be obtained within 60 days). Benefits Freedom & ability to work virtually
    $46k-52k yearly est. Auto-Apply 43d ago
  • Virtual Financial Advisor Insurance Agent

    Yellowstone Life Insurance Agency, LLC 3.9company rating

    Weatherford, TX jobs

    Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually
    $41k-46k yearly est. 6d ago

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