RAY Consulting

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• Osaic

  

  Sr. Financial Planning Strategist

  3 days ago

  Orlando

  Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time * $140,000 - $160,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor's degree required. Responsibilities: * Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. * Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. * Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). * Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. * Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) * Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings. * Serve as a mentor to colleagues to develop their financial planning skills. * All other duties as assigned. Basic Requirements: * 10+ years of financial planning experience in a client- or advisor-facing capacity * CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication skills, both written and verbal * Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote

• The Dorne Region

  

  Customer Service Associate - Entry Level | No Experience Required $60,000-$80,000

  13 hours ago

  Orlando

  This full-time role offers first-year income typically between $62,000 and $88,000, with strong support and a clear opportunity to grow over time. No prior experience is required. We provide training, guidance, and a structured process that helps new team members feel comfortable early in the role. As an Appointment Coordinator, you will communicate with individuals, confirm details, coordinate schedules, and help keep the process organized for people exploring options related to health insurance services. The work is professional, consistent, and approachable. If you are looking for a role with support, structure, and real income potential, apply now. Interviews are being scheduled.

• The Dorne Region

  

  Entry Level Appointment Coordinator, No Experience Required | $60,000-$85,000

  13 hours ago

  Orlando

  This full-time role offers first-year income typically between $62,000 and $88,000, with strong support and a clear opportunity to grow over time. No prior experience is required. We provide training, guidance, and a structured process that helps new team members feel comfortable early in the role. As an Appointment Coordinator, you will communicate with individuals, confirm details, coordinate schedules, and help keep the process organized for people exploring options related to health insurance services. The work is professional, consistent, and approachable. If you are looking for a role with support, structure, and real income potential, apply now. Interviews are being scheduled.

• TEKsystems

  

  Auto Loan Underwriter (12:00 - 9:00 Pm MST)

  3 days ago

  Orlando

  Indirect Auto Underwriter Must be available for weekends and 12:00 PM - 9:00 PM MT shift The Indirect Auto Underwriter is responsible for evaluating and decisioning indirect auto loan applications, working closely with dealership partners and credit unions to ensure sound lending practices, strong relationships, and efficient funding. This role requires a deep understanding of consumer lending, risk assessment, and the endtoend underwriting process in an indirect environment. • Review individual queues to evaluate dealer and credit union applications., • Analyze borrower credit profiles and break down credit criteria, including credit bureaus, income, DTI, LTV, PTI, dealer risk, and other underwriting factors., • Render decisions (approve, decline, counteroffer) within established underwriting criteria and approval authority limits., • Apply and document decisions accurately across multiple loan origination systems, including Temenos, Keystone Correlation, MeridianLink, and Excel., • Evaluate and respond to secondlook requests in alignment with lending and exception guidelines., • Maintain regular communication with dealers and credit union partners to gather required information and clarify underwriting conditions., • Develop and sustain strong working relationships with credit union representatives to negotiate acceptable loan terms between dealership and lender., • Engage with members and dealers to collect missing items, stipulations, and documentation., • Prepare and send completed loan packages to credit unions for final funding., • Support operations in processing, funding, compliance, call center needs, and special projects., • Monitor dealer productivity and assist in improving looktobook ratios., • Contribute to departmental goals such as turnaround times, funding efficiency, and loan volume., • Ability to work weekends and a 12:00 PM - 9:00 PM MT shift., • Strong ability to break down credit bureaus and calculate borrower income., • Knowledge of loantovalue ratios and consumer lending risk factors., • Prior experience in processing and funding within a financial institution., • Experience in pointofpurchase or indirect auto lending or leasing., • Strong analytical and problemsolving abilities., • Excellent verbal and written communication skills., • Ability to multitask in a fastpaced, highvolume environment., • High level of accuracy, attention to detail, and professional judgment., • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

• Shield Financial

  

  Outside Sales Representative

  4 days ago

  Orlando

  This position is an exciting, 100% fully remote Life Insurance Agent role for individuals seeking a flexible and rewarding career that can be done from the comfort of their own home. We are looking for a self-motivated, results-driven sales professional to engage with potential customers and provide tailored life insurance solutions that meet their needs. In this role, you will have the independence to manage your schedule, with access to daily training and support from some of the top producers in the company. Key Responsibilities: • Lead Generation & Prospecting: Leverage our exclusive platform to connect with individuals who have shown interest in our life insurance products, allowing you to focus on engaging and serving your clients., • Client Engagement: Present and promote life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements., • Relationship Building: Develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention., • Training & Development: Participate in live, company-wide coaching sessions and gain hands-on experience from top-performing virtual sales reps, accelerating your learning and growth., • Sales Tracking: Utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals., • Highly motivated with a goal-oriented mindset and the ability to work independently., • Strong communication and interpersonal skills to establish trust and rapport with clients., • Excellent time management, organizational, and prioritization skills., • Ability to offer solutions that address client concerns and fit within their budget., • Ability to build lasting relationships and a willingness to receive constructive feedback., • Previous industry experience is a plus but not required., • Competitive compensation, including one of the most attractive commission and bonus structures in the industry., • Comprehensive training through live sessions, online resources, and mentorship from top producers., • A supportive and dynamic work environment focused on professional development., • Earnings are based on the average performance in current markets., • Monthly performance-based bonuses.

• Talus

  

  Sales Consultant (B2B field sales professional) Comm & Bonus + Benefits

  2 days ago

  Orlando

  Calling All B2B SALES Entrepreneurs! Talus Pay is an end-to-end payments solution provider on a mission to change the payments economy! Our solutions approach centers around our company values: • Forge Trust, • Customer First, • Innovate to Win, • Succeed Together, • Foster Simplicity, • Embrace Inclusion Be an entrepreneur: As a Solution Consultant at Talus Pay, you get to set appointments and interact with businesses of all sizes, across all industries and offer them something that will save them money and make their business more efficient. You will also have the opportunity to sell outside your market. In your role, you will be developing and selling new business through business walks, networking, and referral programs. · Why merchants choose Talus Pay video: · Talus Pay culture video: What does a great Solution Consultant do? We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. You will be able to offer a super customizable and dependable point of sale system designed to drive business efficiency, take more kinds of payments, help protect business and customer payment transactions, and grow business with our suite of value-added products. What You Will Do · Generate your own leads in this business-to-business environment (B2B), which may be complemented by referrals obtained from working relationships you build and develop. · Retain clients by building relationships and growing portfolios through relationship management and cross consulting. · Represent the values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern. · Able to commit fully to our 12-week program without interruption. What You Will Need To Have · Prior experience in a quota driven self-sourcing sales environment for small to medium size clients. · Experience with cold-calling and self-sourcing leads. · Experience developing a plan to effectively build your pipeline and generate top line revenue growth. · Entrepreneurial mind set and Self-Starter is a must. How our outside Solution Consultant (B2B Sales) are compensated: NO Cap on Earning potential. • Guarantee base pay!, • Monthly commission income - High residual split, • Bi-weekly new account signing bonuses What we provide our outside Solution Consultant (B2B Sales): • 401k with Company Match, • 25x residual vesting buyback, • Complete Benefits Package, • Paid Training (field, virtual and classroom), • Monthly Performance Incentives, • Mileage Reimbursement, • Company issued Tools, • Trips/Recognition Programs Are you an entrepreneur? Your next step starts now. Apply now and let’s connect. Check out this video for the Insider scoop about this opportunity: Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk and hear. The employee is frequently required to sit for extended periods of time and tolerate unpredictable work hours. The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to focus. In addition, the job requires employees to have the ability to hear and communication to customers and co-workers throughout the day for extended periods. Mental Requirements: The mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; work and deadlines may impose pressure on a routine and frequent basis, substantive contacts with people in stressful situations, delicacy and unpredictability of contacts routinely may create significant/constant stress. Talus Payments is an EO Employer – Veterans/Disabled and other protected categories. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. This description reflects managements’ assignment of essential functions. It does not proscribe or restrict the tasks that may be assigned.

• ThreatLocker

  

  Account Executive

  3 days ago

  Orlando

  COMPANY OVERVIEW ThreatLocker® is a leader in endpoint protection technologies, providing enterprise-level cybersecurity tools to improve the security of servers and endpoints. The ThreatLocker® platform with Application Allowlisting, Ringfencing™, Storage Control, Elevation Control, Endpoint Network Control, Configuration Management, and Operational Alert solutions are leading the cybersecurity market toward a more secure approach of blocking the exploits of application vulnerabilities. JOB OVERVIEW The successful candidate will play a key role in achieving our customer acquisition and will be part of our rapidly growing sales team with multiple career paths available. As an Account Executive you are responsible for but not limited to: • Working with sales leadership to develop a sales plan and target list of accounts to penetrate, leveraging sales intelligence tools as needed, • Using our CRM to build your sales pipeline., • Focus and commitment to crushing your outbound campaign targets, • Meeting / exceeding weekly and monthly performance targets, • Outbound with the phone, email, and social media activities to thoughtfully engage potential prospects, • Regularly engage with account execs and sales & marketing leadership to discuss market feedback and learnings in order to refine your elevator pitch and target account lists., • Driving Requirement:, • Operating a company vehicle is an essential function of this position. The employee must maintain a valid Florida driver’s license and an acceptable driving record throughout employment., • Minimum of two years of outside sales experience; B2B sales preferred., • Experience in software-centric in SDR or BDR positions, preferred., • Proficient in identifying and engaging MSP or MSSP leads and in high volume outbound prospecting., • Experienced in CRM (Salesforce, Sugar, etc.) to build and maintain pipeline., • Must possess a valid Florida driver’s license and safe driving record., • Effective oral and written communicator., • Startup experience, preferred. The duties described below are representative of those encountered while performing the essential functions of this position. If necessary, reasonable accommodation may be requested and will be evaluated for its relationship to the essential functions that must be performed. • Job will generally be performed in an office environment but may require travel to visit company offices and/or property locations., • While performing duties of this job, would occasionally require to stand, walk, sit, reach with hands and arms, climb or balance, stoop or kneel, talk and hear, and use fingers and hands to feel objects and tools., • Must occasionally lift and/or move up to 25 pounds. ThreatLocker also conducts randomized drug and substance testing approximately every 60 days, in line with the same screening standards.

• Goosehead Insurance

  

  Sales Account Executive - The Velez Agency

  13 hours ago

  Orlando

  About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Oviedo, Florida. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!