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Job DescriptionDescription: Who are we? Trucker Path is a leading technology platform in the freight and logistics industry, trusted by over a million drivers and carriers for navigation, load planning, and operational efficiency tools. With deep insight into the commercial trucking ecosystem, Trucker Path continues to expand its offerings to better serve the evolving needs of its users. Trucker Path Insurance (TPI) is the newest subsidiary of Trucker Path, created to provide innovative and accessible insurance products tailored specifically for truckers, fleets, and owner-operators. TPI aims to revolutionize how commercial drivers access insurance—streamlining processes, delivering value, and driving long-term customer relationships. As we rapidly grow our national footprint, we are building a world-class sales team focused on supporting the trucking industry with best-in-class insurance solutions. What’s the job? We’re hiring a dependable and service-oriented Customer Service Representative (CSR) to support our commercial trucking clients with care, accuracy, and efficiency. In this role, you'll play a critical part in delivering an exceptional client experience by processing policy changes, assisting with documentation, and ensuring smooth communication between underwriters, producers, and clients. This is a hands-on, detail-focused role ideal for someone who takes pride in helping others, enjoys problem-solving, and thrives in a collaborative, fast-paced environment. You’ll work closely with the operations team to help maintain high levels of customer satisfaction and retention. • Process policy endorsements, cancellations, certificates of insurance, binders, and billing documentation, • Review and update policy documents to ensure accuracy and resolve discrepancies, • Provide responsive and thoughtful customer service to commercial insurance clients, • Stay current on carrier products, underwriting guidelines, and TPI procedures, • Work closely with producers and underwriters to ensure client needs are met quickly and thoroughly, • Assist with document management and support client communications in a timely, professional manner Requirements: What are we looking for? • 2+ years of experience in a commercial lines CSR or account support role at a retail agency/broker (preferably trucking focused), • Active resident state Property & Casualty License, • Customer-focused with a positive and solution-oriented attitude, • A clear and compassionate communicator who can handle multiple tasks with care, • A team player who thrives in a collaborative setting and is eager to learn, • Someone who brings a calm, professional presence to client interactions and internal conversations, • Strong written and verbal communication skills with the ability to build rapport with truckers, brokers, and underwriter, • Tech-savvy and comfortable with agency management systems (APPLIED/EPIC) and the Microsoft Office Suite You’ll be based out of our new office location in Charleston. During onboarding and training, you’ll work in-office five days a week to build momentum, meet your teammates, and ramp up with hands-on support. Once key KPIs and performance metrics are met, you’ll transition to a hybrid schedule of three in-office days per week—giving you the flexibility to balance focused work and in-person collaboration. If you do not reside in the Charleston area, the role will be fully remote. Anything else? Absolutely! Benefits and Perks: This is a place where every day we are inspired by our teammates, encouraging each other to be our best. The environment is friendly and supportive! And we feel it’s important to reward our team with competitive pay and benefits. Here are some of the highlights: • Health Insurance: FREE medical coverage for employees for one of our plan options! And the ability to add dependents or choose an alternative plan and still receive a credit to keep costs down., • Paid Time Off: Work hard, play hard! In addition to 10 holidays, we offer three weeks of paid time off so that you can achieve a healthy work-life balance., • Paternity Leave: We support our team members as they grow their families! Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child., • Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on-demand care as you navigate personal or professional challenges. This confidential and compassionate support system is available to you and your family members anytime you need help., • Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of team activities, quarterly town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another., • Growth Opportunities: When our people grow…we grow! We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities. Constant growth and development are inherent in our culture., • Tools To Do The Job: We ensure you are hooked up with the tools, equipment, and systems you need. We begin the process prior to your start date, so you are ready to rock ‘n roll on your first day.

Job DescriptionSalary: Novatae Risk Groupis a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location. We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA. We are expanding our capabilities for revenue generation and have a very generous compensation package to offer. Requirements: • Oversee the preparation of submissions to include applications and various support documents., • Favorable presentation of the account to the insurance carriers, and to proactively work in obtaining a compelling program., • Utilize your expertise and relationships for high net worth clients, • Market new and renewal business in conjunction with designated sales teams., • Collect all necessary information and analyze the current program., • Order applicable underwriting reports as needed., • Following submissions through the process, ensure quotes are provided in a timely manner., • Solicit new business through various sales and marketing techniques and begin establishing relationships., • Coordinate and handle administrative workflows in conjunction with support team(s) to establish accurate and prompt response to service issues., • Seek opportunities for growth and cultivate new markets and to include organic growth. Qualifications: • Skilled in business writing and situation analysis., • Energetic, self-motivated individuals who are goal oriented and can thrive in a team environment and autonomously., • Strong knowledge and experience with personal lines of property and casualty insurance including coverages, rating, terminology and technical procedures. P&C license / E&S licenses., • Must be sales driven, people person who likes to establish new relationships while learning communication strategies and sales methods., • A four-year college degree is preferred with 1-3 years of relative experience. Past experience should include either Wholesale Broker or MGA experience. Equal Employment Opportunity At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Associate General Counsel, Broker-Dealer Regulatory Compliance.Reputable financial services organization.The Company is in search of an Associate General Counsel with a focus on Broker-Dealer Regulatory Compliance to join its corporate legal department.The successful candidate will be a key advisor

Position Summary : Sales Executives are professionals who help us build our Aetnau2019s Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment (employer groups with 2-100 employees). Prior Dental/Vision Sales Experience.

Assists Account Executives and brokers with all aspects of servicing and preparing small group client proposals and to assist with communication materials such as client presentations.Serve as liaison between broker and Account Executive regarding day-to-day client contact and customer service.Revie

Position Summary This Account Executive serves as a strategic partner to internal teams by staying informed on market trends and providing actionable insights into client needs and behaviors. Through close collaboration, the individual helps shape client strategies and supports decision-making with relevant market intelligence. Key responsibilities include assisting with new business and renewal submissions, reviewing policy documents and invoices, and supporting a range of client service activities. The role requires strong attention to detail, effective communication skills, and the ability to manage multiple priorities in a fast-paced, client-focused environment. What will your job entail? Job Responsibilities: • Prepares accounts for new business and renewals as directed by the broker, initiating renewal reviews to optimize client coverage and recommending strategies for client retention., • Assists brokers in developing market submissions and quote cover letters, while reviewing incoming documents for accuracy and completeness., • Builds strong relationships with brokers and demonstrates a solid understanding of brokerage operations to proactively support evolving business needs., • Partners with brokers to drive renewal activity and generate new business opportunities through client referrals., • Collaborates on new business strategies, including the development of proposals and presentations for prospective clients., • Evaluates account-related risks and ensures compliance with industry regulations and internal policies., • Maintains accurate client data in internal systems, produces clear documentation, and adheres to defined guidelines and service standards., • Generates performance and portfolio trend reports using data and insights to support broker decision-making and enhance the book of business., • Prescribed: Minimum requirements for state Property & Casualty (P&C) and/or surplus lines licenses., • Preferred: Certified Insurance Service Representative (CISR), Commercial Insurance License (CIL). Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $60,000.00 - $75,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ___ We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ___ The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This position includes a base salary plus bonus and commission! No Previous Insurance Experience? No problem! Benefits Annual Base Salary Commission Paid Time Off (PTO) Work from Home Flexible Schedule Health Insurance Dental Insurance Vision Insurance Hands on Training Mon-Fri Schedule Career Growt

Broker Dealer Channel Sales Executive. Acts as a leader on the team and formally mentors newly tenured sales executives. Partners with and supports key account sales executives as needed.

As one of the fastest growing insurance brokers in the U. We’re proud to be the fastest-growing independent insurance broker in America, but we’re prouder of the honest, caring relationships that our employees build with our clients every day.

AML Training and E&O Insurance for contracting with multiple carriers is NOT optional. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system

We are looking for a Logistics Coordinator to join our team! Logistics Coordinators assist the Transportation Broker(s) in the execution of their daily operations.

Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk manage

We are looking for Transportation Brokers to join our team! Transportation Brokers assist in managing incoming and outgoing shipping logistics for cargo transportation carriers and shipping companies. With $1,000 in his pocket, Allen Lund made the brave decision to start his own transportation broke

Broker Channel Sales Representative.Does the idea of hunting for new business alongside broker partners entice you? Do you thrive on bringing industry-leading solutions to small and mid-sized business owners? Are you ready for your next best career where you can elevate your financial future? Do you

Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment manage

A freight broker serves as amiddleman between companies that need to ship goods and the carriers that transport those goods.

Focus on the core content of the job post, removing all extra metadata, navigation, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.

We are seeking a Brokerage Coordinator to support a market leading team of Brokers at a top global real estate services firm. Execute property tour logistics for showing, including coordination with brokers and/or licensed professionals. Maintain outstanding balances in CRM for brokers.

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker de

Each Internal Wholesaler that reports to this position proactively markets and solicits retail mutual funds, ETFs, 529 College Saving Plans, Separately Managed Accounts, and Private asset sales throughout the broker-dealer community. This role will report directly to the Head of Internal Sales. Reco

Effectively communicate with agent or broker clients, company underwriters, internal staff and management to obtain additional information, quote rates, present proposals, explain company underwriting policies and coverage offerings, as well as servicing existing accounts. Appropriate and timely res

MJM Innovations, a leading transit technology firm, is seeking a Quality Assurance Manager to join our growing team. Our Administrative Broker services (Demand Response) service provides essential transportation, and our mission is to improve quality of life with safe, effective, and reliable mobility for all through innovative technology solutions. Our Quality Assurance Manager will be responsible for the Quality Assurance program of local operations in compliance with State and Federal regulations and corporate and client policies, and to ensure that all passenger complaints are investigated and resolved in a timely manner, supply service information to all interested parties, and be thoroughly familiar with Americans with Disabilities Act (ADA). Job Responsibilities: Communicate on a regular basis with client staff to ensure customer service efforts meet the demands of the client Oversee the accurate documentation by customer service representatives of any information received from customers in the customer service software provided. Identify and expedite customer complaints that require immediate attention and escalate situations as needed to client agency. Respond to individual customer/passenger concerns in a timely and positive manner that includes investigation and follow-up by phone, email, or mail. Possess expertise in using the Trapeze system, and other technology tools supporting the customer service function. Manage proper reporting and correspondence for no show, no pay and high cancellation clients. Maintain database or log of customer complaints/compliments that can readily identify trends that may require additional training or management consideration. Serve as an expert to manage the team's ability to respond to customer questions clearly, accurately and respectfully regarding all policies and procedures including the fare system. Develop and implement internal Customer Service campaigns and incentive programs. If directed by client, establish relationships with key consumer agencies to facilitate direct communication and feedback as well as proactive customer focus. Coach, counsel, and retrain staff as required. Attend monthly client meetings. Maybe required to implement and revise SOP. Other duties as assigned. Talent Requirements: High School diploma: college degree preferred. Must have a minimum of three (3) years' experience in a customer service environment. Excellent speaking, writing, and organizational skills. Ability to communicate effectively at all levels. General knowledge of windows-based computer operating systems. Knowledge of service area. Process all customer complaints to include investigation, validity determination and timely response as described in Customer Service policy. Assist in identifying validity of the liquidated damages through investigation. Assist Risk Management with investigations of accidents/incidents. Ensure all reconciliations are completed timely and accurately each month. Promote positive customer service techniques and programs throughout the organization. Make six (6) new community contacts per year. Conduct transit education classes/seminars six (6) times per year. Why you should join our team . . . At MJM, we hire team members who can take initiative and ownership of their daily tasks. Our work is fast paced and never the same from day to day, and our team members appreciate the impact they make on their communities. They make important connections with the customers they serve, and this experience contributes to their personal growth and professional development. Our Benefits: Medical, dental & vision benefits Including great Teladoc benefits. The company provides life insurance & additional supplemental options. 401K Plan Employee Assistance Program Paid time off - Including paid vacation & a floating holiday, sick days, and an annual employee Volunteer Day. During employment, employees may receive and have access to confidential information. All employees are expected to respect and maintain the confidentiality of non-public customer and business records and any other information that MJM classifies as confidential. MJM Transportation is committed to as policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, sex, physical or mental disability, veteran or military status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Where permissible under applicable state and local law, applicants may be subject to a preemployment drug test and background check after receiving a conditional offer of employment

Job DescriptionWho is Cafe Bakery Since 1987, the team at Cafe Valley has produced muffins, bundt cakes, ring cakes, turnovers, and croissants for our customers throughout the United States and across the world. Our products are made with high-quality ingredients and crafted with care. We strive to maintain a positive work environment and foster a culture of teamwork and innovation. Who You Are We are looking for a Sales Director to manage existing Convenience Store accounts and to expand our customer base to achieve sales quotas. To be successful in this role, you should have previous experience managing business development and customer relations for a consumer-packaged goods company while taking accountability for reaching sales targets. Our ideal candidate will combine excellent communication skills and high energy with a strategic mindset. Ultimately, you will be a part of a high-performance sales team, and through a collaborative approach, you will help ensure sales meet and exceed the expectations of our business objectives and contribute to our company’s overall success in the long run. This is a 100% remote position.ResponsibilitiesWhat You Will Do • Responsible for managing the overall product portfolio and the attainment of sales goals, • Proactively create new selling opportunities specifically focused on current accounts, with the opportunity for new account development, • Overall account management to include developing effective retail pull-through marketing programs to support the needs of key retailers, • Solid direction and leadership to Broker Partners on objectives and profitability expectations, • Accurate and timely weekly sales reporting, focused on profitable growth with customers, brokers, and marketplace information, • Responsible for driving margin results that exceed the plan, • Responsible for identifying and communicating service-level challenges and developing an action plan, • Directs scheduling of products to support sales and optimal production, • Interpret market data and trends, • Responsible for providing pricing guides for all RFP’s, • Collaborate with the entire sales team on identifying annual sales objectives that support margin growth, with a keen eye for VCM drivers, • Measure and analyze key performance indicators (VCM, ROI and KPIs), • Develop sales budgets, understanding of costing models, • Analyze regional market trends and discover new opportunities for growth, • Ability to work on cross-functional teams – Customer Service, R&D, Finance, MarketingRequired SkillsWhat You Need to Be Successful, • Bachelor’s Degree in Business or related field, • Minimum 5 years’ experience in consumer-packaged goods sales, • Experience calling on key convenience stores and distributors, • Experience managing food brokers, • Strong organizational skills with a problem-solving attitude, • Excellent negotiation and presentation skills, • Excellent communication and interpersonal skills, • Solid proficiency of MS Office Suite (Outlook, Excel, PowerPoint and Teams) Cafe Valley is an equal opportunity employer and is committed to diversity in the workplace. We encourage applications from qualified individuals regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, or disability status.

Job Description Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are ???? You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do ???? ????This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85053 The Marketing Coordinator – Wealth Management is responsible for supporting the Wealth Management department's marketing and sales initiatives for investments and insurance for the Credit Union's members and prospects. • Supports the Wealth Management department and function as a liaison with Marketing and other departments to coordinate and execute marketing projects and department’s plans., • Maintains social/digital media, Wealth Management department website, and branding materials, including related content management systems (CMS), in alignment with Wealth Management’s strategic direction., • Generates and coordinates communications to Credit Union associates and prospects about Wealth Management marketing promotions and campaigns., • Oversees and coordinates customer relationship management (CRM) for the Wealth Management department’s clients and prospects., • Reports on initiative success by monitoring key performance metrics and generating analyses., • Assists Wealth Management representatives with webinars, in-person seminars, advertising needs, disclosures, scheduling, distribution/communication lists, web/phone recordings, contact logs, inventory management of marketing materials, and related compliance of materials and activities., • Coordinates and aligns Wealth Management representation at civic, trade, and professional activities., • Maintains technical and industry knowledge of financial products, features, uses, and tax treatment, and attends professional seminars., • Provides ideas for enhancements to Marketing and Operations departments. This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value. What You Bring ???? • High School Diploma Required, • Bachelor's Degree in Marketing, Advertising, Communications, or related field. Required, • 3 to 5 years of similar or related experience. related experience, preferably in the financial services industry, • or equivalent combination of education and experience., • Working knowledge of customer relationship management (CRM) software (e.g., Salesforce), Office Suite software (e.g., Microsoft Office Word, Excel, PowerPoint), and videotelephony software (e.g., Zoom)., • Working knowledge of the Financial Industry Regulatory Authority (FINRA) broker-dealer regulations/requirements a plus., • FINRA Series 6 or 7, 63, 65 or 66, and Arizona Life/Health Insurance Licenses preferred. Preferred Additional Considerations Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). As applicable, any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Travel Requirements 10% Travel may be required, less than 10% of the time. Not sure if you meet every requirement? That’s okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you’re excited about this opportunity and believe in our mission, we encourage you to join our Talent Community Compensation & Benefits ???? • Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time, • Low-cost Medical, Dental & Vision plans, • Paid childcare assistance, • Award-winning 401K, • Gym fee reimbursement, • Tuition Reimbursement, • Student loan repayment, • ...and much more. Explore all the details in our comprehensive Benefits Booklet, • Target hiring range $23/hr-$29/hr (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Job Description Company Overview The Tipton Agency (TA) stands out as a premier provider of life insurance and retirement solutions. Working alongside a national brokerage, TA eliminates barriers and offers substantial support, enabling agents to thrive through a systematic and proven approach. As a developing independent agency, TA is dedicated to delivering a range of life insurance, retirement products, and annuities at competitive prices tailored to the unique needs of families. Our licensed agents operate as independent brokers, equipped with the tools necessary to safeguard families at every stage of life. TA provides its agents with cutting-edge, proprietary technology and thorough training. We offer various lead generation platforms focused on value, ensuring agents have all the resources needed to succeed in both traditional and digital environments, regardless of their location or time zone. Our leads are seamlessly integrated with a digital CRM, which includes a mobile application that allows agents to work remotely through their smartphones. Through our brokerage, TA manages all contracting with top-rated national carriers, many of which provide exclusive policies through our agency, enhancing client value. Role Overview This flexible position can be pursued on a full-time, part-time, or secondary basis, and is completely remote as a Field Underwriter. You will have the freedom to establish your own hours and work within the time zones and states that are most convenient for you. The Field Underwriter will interact with families seeking coverage, evaluate risk, and identify the most suitable coverage options for each family. Responsibilities include submitting applications to the most fitting carriers and assisting in the underwriting process. Our brokerage generates qualified and compliant leads for agents through direct mail, call-ins, and digital platforms, removing the necessity for cold calling. The Field Underwriter is expected to deliver exceptional customer service while ensuring high accuracy and attention to detail. Compensation Structure This is a 1099 role with commission rates starting at 80% of Annual Premium Value (APV) and reaching up to 130% APV, along with bonuses and potential equity ownership. Once you reach a promotional commission rate, it becomes permanent; there are no requirements to maintain it. Agents earn commissions based on their production levels and receive overrides on their agency's policies based on the difference between their contract rate and the rates of other agents in their agency. Commissions are paid in advance: 75% upon issuance and 25% in months 10, 11, and 12. Agents can achieve legal ownership at the 105% contract level with six writers without any capital contribution required. There are no income caps or minimum quotas. New, average part-time agents usually earn between $3,000 and $5,000 monthly in commission for 15-20 hours of work per month (approximately six policies), which equals around $70,000 annually. Unlicensed agents with no prior experience often start part-time on their own schedule before transitioning to full-time after training. Full-time average agents earn between $15,000 and $17,000 monthly in deposits (15-20 placed policies), totaling $150,000 to $200,000 per year. Passive agency income would be in addition to these personal production averages. The brokerage and carriers also offer bonuses and reward trips. Qualifications • Strong analytical and critical thinking skills, • Excellent communication and interpersonal skills, • Ability to work independently and remotely, while also being a team player, • No prior experience in the insurance industry or underwriting principles required, • Strong attention to detail and ability to manage multiple priorities, • Current Life, Health, and Accident state license is a plus, but not mandatory, • No degree required, • A person who enjoys helping others and seeks a positive, growth-oriented culture, • Fun, gets things done, and always does the right thing, even when no one is looking, • Service-oriented mindset

Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day. Backed by a Fortune 50 company that is a leader in the financial services industry, we will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What were looking for... Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to customers while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with our customers. What we offer... Training and development Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing team members. Digital tools Beyond this training and support, we will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain customers with web, social and email content. Products and solutions Together with its subsidiaries, State Farm provides a range of products, including home, auto & life insurance, annuities, disability income insurance and investment products such as mutual funds through our broker-dealer arm STATE FARM VP MANAGEMENT CORP. (member of FINRA and SIPC), ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as security licensing to offer wealth management and advisory services, estate planning strategies and business solutions. Human guidance When you join Chris McCoy's State Farm, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with fellow Agent Aspirants.

Job Description We at the Shannon Agency are looking for hardworking, career-minded individuals that are interested in being part of a growing organization that helps families protect their future with life insurance and other financial products. At the Shannon Agency, we are affiliated with A+-rated insurance companies like Mutual of Omaha to provide nothing but excellence for our clients. Experience preferred as an insurance agent, health insurance agent, or has worked in insurance sales. If you are new to this industry, we will provide you the best training after licensure. A life insurance license is REQUIRED for your resident state. We are looking for a select few individuals that are • Customer service oriented (must be a people person), • Results-driven, yet humble and coachable, • Self-disciplined to work independently, • Excellent communication skills, • Desire to grow quickly, fast track into management, • Passionate about helping others At the Shannon Agency, we lead by example and provide every agent with the tools and support to achieve success! We strive to provide the BEST products and BEST services to our clients. YES-- this is a sales position. NO-- there is no cold calling, door knocking, or high-pressure sales tactics!! We work exclusively with families and individuals that have requested contact from an agent. YES— 100% commission-based income plus Company bonus potential (First year full-time agents average $80k- $90k+) Other benefits include: • Independent broker with selected A-rated carriers to ensure meeting every client’s needs with competitive pricing, • Advanced Commissions and Bonuses, • Flexible schedule—full-time & part-time positions available, • Free Comprehensive training, • A superior company culture of teamwork REQUIREMENTS include: • Life and Health Insurance License for your resident state, • OR willingness to become licensed—step-by-step guidance provided!, • Business Professional Demeanor, • Dependable Internet Connection and Computer or Laptop, • A valid driver's license, • Clean criminal record The Shannon Agency is not looking for the "typical" salesperson. We are seeking individuals who are coachable, teachable, and trainable! We are searching for those who are highly motivated and serious about having a positive impact on their own lives, the lives of their families, AND the clients we work with. If you feel this is the right opportunity for you, we encourage you to apply. • Company DescriptionJoin Our Innovative Insurtech Company as an Independent Insurance Agent We are a rapidly expanding Insurtech market leader revolutionizing the insurance industry with cutting-edge technology and customer-centric solutions. Our mission is to empower independent insurance agents with the tools, resources, and support they need to succeed in a dynamic, digital-first marketplace. As part of our team, you'll have the opportunity to grow your business, leverage advanced technology, and be at the forefront of industry innovation. We're committed to your success and provide a collaborative environment where entrepreneurial spirit and ambition thrive. Why Join Us? Be part of a forward-thinking, fast-growing company shaping the future of insurance Access innovative tools and technology to enhance your client service and sales Work in a supportive, agent-focused culture that values independence and success Enjoy competitive incentives and growth opportunities If you're a motivated, entrepreneurial independent insurance agent ready to take your business to the next level, we want to hear from you!Join Our Innovative Insurtech Company as an Independent Insurance Agent\r\n\r\nWe are a rapidly expanding Insurtech market leader revolutionizing the insurance industry with cutting-edge technology and customer-centric solutions. Our mission is to empower independent insurance agents with the tools, resources, and support they need to succeed in a dynamic, digital-first marketplace.\r\n\r\nAs part of our team, you'll have the opportunity to grow your business, leverage advanced technology, and be at the forefront of industry innovation. We're committed to your success and provide a collaborative environment where entrepreneurial spirit and ambition thrive.\r\n\r\nWhy Join Us?\r\nBe part of a forward-thinking, fast-growing company shaping the future of insurance\r\nAccess innovative tools and technology to enhance your client service and sales\r\nWork in a supportive, agent-focused culture that values independence and success\r\nEnjoy competitive incentives and growth opportunities\r\n\r\nIf you're a motivated, entrepreneurial independent insurance agent ready to take your business to the next level, we want to hear from you!

Job Description Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are ???? You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. Summary Under the direction of the VP Investment Services, serve the financial needs of Credit Union Members utilizing a Total-Needs, Consultative Based selling approach. Based within Wealth Management Department, this position will assume the investment accounts within the $50,000 range, as well as take investment service calls. All Member Care Center (MCC) referrals will be sent to this individual for profiling and possible dissemination to a regional field-based Wealth Advisor. Assist members identify their financial goals and objectives using an approved profile form and establish relationships through continuous periodic reviews as an essential part of the consultative, trusted advisor approach. The objective of this position is to service assigned referrals and smaller assigned member investment accounts. Experience is required. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). What You’ll Do ???? • Present a professional image and cultivate a strong working relationship with Credit Union Associates, Members, and other key people involved in the Credit Union., • Cultivate strong working relationships and build trust among Credit Union staff by attending and participating in staff meetings and other Credit Union staff functions., • During the initial probationary period (90 days) this position will ‘shadow’ a regional Wealth Advisor, schedule phone-based appointments, and provide general department support duties. Post probationary period, this position will begin meeting with members by phone or limited in-person meetings on a mutually prescribed schedule. Over time a book of business will develop and be the main responsibility of this position., • Support efforts of regional WA’s as a department resource partner. Implement the phases of the Wealth Department Marketing Plan to consistently generate a minimum of 15-20 phone appointments/interviews per week with members., • Coordinate Social Media marketing for the Wealth Management Department. Define and identify compliant content to be posted on the social media platforms (LinkedIn, Facebook, Twitter). Daily monitoring and provide updates on platforms., • Responsible for monitoring OneAZWealth.com website presence and fielding all online inquires from clients and prospects., • Follow the sales process and procedures as established by the broker dealer Compliance Department. Also follow the established insurance and securities compliance guidelines and strictly adhere to all company policies., • Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members and Associates which in the same circumstance we would demand for ourselves., • Follow the established guidelines for maintaining client files in accordance with broker dealer practices and FINRA requirements., • Meet Credit Union cross-selling goals as established with Credit Union Branch Management., • Attend all required training, informational meetings scheduled by regional Wealth Advisor and broker dealer Compliance., • Ensure duties are performed in accordance with just and equitable principles of trade, federal and state laws, industry regulations and Credit Union policies., • Stay abreast of current legislation, regulations and policies., • Complete and submit weekly activity reports., • Ability to take coaching advice and direction from Wealth Management Leadership., • Performs other duties as assigned. What You Bring ???? • College degree, preferably in Business or Insurance, or equivalent work experience., • One basic entry-level financial designation (minimum): examples - Accredited Investment Fiduciary (AIF); Certified Retirement Counselor (CRC); Chartered Mutual Fund Counselor (CMFC); Chartered Retirement Planning Counselor (CRPC); Financial Paraplanner Qualified Professional (FPQP), • Minimum 5 years proven sales and services success experience in the financial services industry., • Arizona Life/Health Insurance License., • FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65)., • Physical demands, • Physical demands of the job, including bending, sitting, lifting and driving., • Travel, • Percentage of travel time, overnight travel – 10% is expected. Compensation & Benefits ???? • Generous paid time off: 10 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time, • Low-cost Medical, Dental & Vision plans – as low as $5 per pay period, • Paid childcare assistance (up to $96 per pay period), • Award-winning 401(k) 5% discretionary match - fully vested from day 1, • 100% Gym fee reimbursement up to $75/month, • 100% Tuition Reimbursement Up to $5,250, • $1440/yr student loan repayment, • ...and much more. Explore all the details in our comprehensive Benefits Booklet Why Join OneAZ? At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Job Description Position Title: Practice Manager, Advisor Business Development Reports to: Director, Advisor Business Development Department: Sales Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ Classification: Full-time; Exempt Summary / Job Objective: The Practice Manager (PM) is responsible for leading a virtual and onsite discovery process through creation of an advisor specific Value Creation Plan for Simplicity’s top advisors. Through every interaction the Practice Manager is focused on helping great advisors become confident business owners. PM compliments Advisor Development Consultants (ADCs) to win, grow and retain strategies for their growth minded advisors. PM identifies top line growth and operational efficiencies, research, analyze and propose prioritized recommendations and manage all aspects of strategy execution plan delivery. Primary Responsibilities: · Lead discovery, evaluation, education and execution phases to: • Identify advisor goals, mission and observations around marketing, sales, operations, • Deliver valuable insights through strengths, weaknesses, opportunities and threats, • Prioritize incremental improvements that are actionable, resourced and measured · Track hours, meet practice management goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · Minimum three years of financial services practice management/business consulting experience · Proficient in Microsoft Outlook, PowerPoint, Word and Excel with accurate typing skills · Some travel required – up to 30% · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Ability to present in front of advisors and their teams, internal and external groups · Ability to ask probing questions to identify core, not surface level challenges · Highly developed listening and verbal reasoning skills · Ability to create professional materials, presentations and content · Ensures that task and project updates and communicated effectively · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people oriented and highly collaborative · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $70,000 - $85,000, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Financial Professional, Financial Advisor, Financial Planner Entry level and experienced advisor opportunities available Locations: Scottsdale, AZ , San Diego, CA, Costa Mesa, CA About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field., • For career changers, prior successful sales experience a plus., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top ranked independent broker dealer., • Advisor-First Approach: Enjoy unmatched resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Benefits: • 401(k), • 401(k) matching - up to 10% company match, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Location: Flexible / Hybrid • Employment Type: Independent ContractorWhy Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR sfPG60wHSi