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• Globe Life National Income Division: Pappas Akuamoa Organization

  

  Life & Financial Protection Advisor

  hace 7 días

  $60000–$150000 anual

  Jornada completa

  Long Island City, Queens

  We’re Hiring a Coachable, Personable Representative — Join Our Team! Are you confident, professional, and great with people? We’re looking for a coachable and personable representative who thrives in a modern, flexible work environment. What You’ll Love About This Role: • 100% Remote — work from home most days, • Office Day: Thursdays only, • Engaging Conversations — phone calls and Zoom meetings, • No cold calling. No telemarketing. Just meaningful interactions, • Immediate Hire — start right away Position Details: • Full-Time Only, • Must be available immediately, • Strong communication and people skills required Next Steps: Qualified candidates will receive a call from our hiring manager, Tristian, within the week. Please ensure your resume includes your most up-to-date phone number. We’re excited to connect with you—good luck, and we look forward to speaking with you!

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• Equitable Advisors

  

  Financial Advisor

  hace 13 días

  $34500–$125000 anual

  Jornada completa

  Manhattan, New York

  Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.

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• Global Tax & Financial Services Inc

  

  Bookkeeper

  hace 14 días

  $55000–$60000 anual

  Jornada completa

  Allerton, The Bronx

  Global Tax and Financial Services is seeking a detail-oriented and dependable Bookkeeper & Tax Preparer Assistant to support our accounting and tax preparation team. This role is responsible for maintaining accurate financial records, assisting with tax return preparation, and providing administrative support to ensure efficient client service during tax season and thought out the year. The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced environment. Key Responsibilities • Record and maintain daily financial Transactions, • Reconcile bank and credit card statements, • Manage accounts payable and account receivable, • Maintain payroll records (if applicable), • Prepare monthly financial statements and reports, • Maintain and organize client financial documentation, • Assist clients with bookkeeping software questions (QuickBooks), • Collect and organize client tax documents, • Prepare basic individual tax returns under supervision, very basic, • Enter financial data into ta software accurately, • Review returns for missing information or discrepancies, • Communicate with clients to request additional documentation, • Assist with electronic filing and tracking return status Support • Answer phones and respond to client inquiries, • Maintain secure and confidential client files, • Full time, • $60,000 Annual Salary, • Associate degree in Accounting, Finance, or related field preferred, • 1-3 years of bookkeeping or tax preparation experience preferred, • Proficiency in QuickBooks (Online and/or Desktop), • Familiarity with tax preparation software, • Strong knowledge of basic accounting principles, • Proficiency in Microsoft Office (Excel, Word, Outlook), • Excellent organizational and time management skills, • Strong attention to detail and accuracy, • Ability to maintain strict confidentiality Work Environment Office-based position Full-time Extended hours during tax season

  Inscripción fácil
• Globe Life National Income Division: Pappas Akuamoa Organization

  

  Client Protection Advisor

  hace 20 días

  $60000–$150000 anual

  Jornada completa

  Long Island City, Queens

  We’re Hiring a Coachable, Personable Representative — Join Our Team! Are you confident, professional, and great with people? We’re looking for a coachable and personable representative who thrives in a modern, flexible work environment. What You’ll Love About This Role: • 100% Remote — work from home most days, • Office Day: Thursdays only, • Engaging Conversations — phone calls and Zoom meetings, • No cold calling. No telemarketing. Just meaningful interactions, • Immediate Hire — start right away Position Details: • Full-Time Only, • Must be available immediately, • Strong communication and people skills required Next Steps: Qualified candidates will receive a call from our hiring manager, Tristian, within the week. Please ensure your resume includes your most up-to-date phone number. We’re excited to connect with you—good luck, and we look forward to speaking with you!

  ¡Incorporación inmediata!

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  Inscripción fácil
• Globe Life National Income Division: Pappas Akuamoa Organization

  

  Benefits Specialist

  hace 1 mes

  $60000–$150000 anual

  Jornada completa

  Long Island City, Queens

  We’re Hiring a Coachable, Personable Representative — Join Our Team! Are you confident, professional, and great with people? We’re looking for a coachable and personable representative who thrives in a modern, flexible work environment. What You’ll Love About This Role: • 100% Remote — work from home most days, • Office Day: Thursdays only, • Engaging Conversations — phone calls and Zoom meetings, • No cold calling. No telemarketing. Just meaningful interactions, • Immediate Hire — start right away Position Details: • Full-Time Only, • Must be available immediately, • Strong communication and people skills required Next Steps: Qualified candidates will receive a call from our hiring manager, Tristian, within the week. Please ensure your resume includes your most up-to-date phone number. We’re excited to connect with you—good luck, and we look forward to speaking with you!

  ¡Incorporación inmediata!

  Sin experiencia

  Inscripción fácil
• Zurich Insurance Company Ltd.

  

  Executive Underwriter OR AVP Underwriting Director - E&S Primary Casualty

  hace 3 días

  New York

  Zurich is currently looking to hire an experienced E&S Primary Casualty Underwriter to join our E&S Primary Casualty team in New York City or Rocky Hill, CT. While this position will be based out of one of these locations, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! This role will be filled at either an Executive Underwriter or AVP Underwriting Director level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. What you can expect in an E&S Primary Casualty Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives, • You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business, • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry, • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory Our E&S Primary Casualty Underwriter is responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs, • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Market facing and production within the growing Zurich E&S Casualty division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Working within broad limits and authorities on highly complex assignments, • Coaching, developing and empowering junior team members. Executive Underwriter Required Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area OR AVP, Underwriting Director Required Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Primary Casualty Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $100,000.00 - $215,000.00. The proposed Salary range for the Executive Underwriter is $100,000.00 - $165,000.00 with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed Salary range for the AVP Underwriting Director is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Rocky Hill Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-DIRECTOR #LI-HYBRID

• Zurich Insurance Company Ltd.

  

  Underwriting Specialist - Large Property

  hace 3 días

  New York

  Zurich gives you the tools and support to construct a rewarding career in the Insurance industry. We are looking for a Underwriting Specialist, Large Property to work out of our New York office. While this position will be based out our New York, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As Underwriting Specialist, Large Property you will have a chance to use your marketing and analytical skills along with your knowledge of buildings to analyze and underwrite new and renewal Property business both in the US and internationally. This is a market facing position and we are seeking someone with a strong sales execution mindset and knowledge of commercial Property policies. There will be 20% travel for this position. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. Basic Qualifications: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Commercial Property underwriting experience and broker relationships in the New York region, • Ability to effectively assess risk, • Strong negotiation skills, • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines, • Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility, • PC and related software skills, • CPCU and ARM a plus Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-ASSOCIATE #LI-HYBRID

• Zurich Insurance Company Ltd.

  

  Underwriting Specialist or Executive Underwriter - Excess Casualty

  hace 14 horas

  New York

  Zurich is currently looking to hire an experienced Underwriting Specialist or Executive Underwriter – Excess Casualty to join our growing Construction team in our New York, NY, Boston, MA or Philadelphia, PA office!. While we are open to our New York, NY, Boston, MA or Philadelphia, PA office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. The ideal candidate with have a background in Excess Casualty and/or Construction. What you can expect in a Market Facing Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers in the Construction industry in support of business objectives, • You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business, • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry, • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory In this role you will be responsible for: • Underwriting and pricing a solid renewal book., • Identifying and analyzing new growth opportunities., • Ensuring that accounts are qualified, meet with the organization's appetite and are balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Overseeing negotiations of Terms & Conditions and closing deals., • Ensuring cross-sell within areas of responsibility to increase product density with the Zurich customer. This role will be filled at either an Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. Underwriting Specialist – Excess Casualty Basic Qualifications: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter – Excess Casualty Basic Requirements: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Philadelphia, AM - Boston Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID