Broker jobs in Boston, Massachusetts - Page 2Create job alerts

Job Description MassHealth transportation drivers are expected to be courteous, adhere to scheduled pick-up times, only travel to approved locations, and not use headphones or cell phones while driving. They provide curb-to-curb service, meaning they may offer assistance getting in and out of the vehicle, but are not required to assist beyond that point. Drivers must wear company-branded ID badges and should not make unscheduled stops. Members should receive a welcome letter from their assigned transportation broker, which includes contact information for scheduling rides and addressing concerns. Company DescriptionApproved Locations: Drivers can only take you to addresses approved on your transportation form. Escorts: An escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. During Your Ride Professional Conduct: Drivers should be courteous and respond to your needs. No Unscheduled Stops: Drivers are not allowed to make unscheduled stops at places like pharmacies. Cell Phone Usage: Drivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. Arrival Times: Drivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. After Your Ride Report Issues: If a driver is over 15 minutes late or has other issues, report it to your transportation broker.Approved Locations:\r\nDrivers can only take you to addresses approved on your transportation form. \r\nEscorts:\r\nAn escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. \r\nDuring Your Ride\r\nProfessional Conduct:\r\nDrivers should be courteous and respond to your needs. \r\nNo Unscheduled Stops:\r\nDrivers are not allowed to make unscheduled stops at places like pharmacies. \r\nCell Phone Usage:\r\nDrivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. \r\nArrival Times:\r\nDrivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. \r\nAfter Your Ride\r\nReport Issues:\r\nIf a driver is over 15 minutes late or has other issues, report it to your transportation broker.

Job Description “Fixed-route transportation” is the transporting of school pupils on a predetermined daily basis to and from a set location for the length of the pupil’s school year. This includes: • transporting from home-to-school and school-to-home • picking up and dropping off at established bus stops • transporting from home-to-school-to an after-school activity • transporting to an after-school day care, • transporting from school to school • or a similar type of daily route. Company DescriptionApproved Locations: Drivers can only take you to addresses approved on your transportation form. Escorts: An escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. During Your Ride Professional Conduct: Drivers should be courteous and respond to your needs. No Unscheduled Stops: Drivers are not allowed to make unscheduled stops at places like pharmacies. Cell Phone Usage: Drivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. Arrival Times: Drivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. After Your Ride Report Issues: If a driver is over 15 minutes late or has other issues, report it to your transportation broker.Approved Locations:\r\nDrivers can only take you to addresses approved on your transportation form. \r\nEscorts:\r\nAn escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. \r\nDuring Your Ride\r\nProfessional Conduct:\r\nDrivers should be courteous and respond to your needs. \r\nNo Unscheduled Stops:\r\nDrivers are not allowed to make unscheduled stops at places like pharmacies. \r\nCell Phone Usage:\r\nDrivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. \r\nArrival Times:\r\nDrivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. \r\nAfter Your Ride\r\nReport Issues:\r\nIf a driver is over 15 minutes late or has other issues, report it to your transportation broker.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Position Overview World brings risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Producer, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR fWs5EQpN12

Job DescriptionAt NordProtect, we’re building a complete identity theft protection service. Join the team behind Nord Security’s latest product—combining dark web monitoring, credit alerts, and identity theft insurance into one powerful platform. Your impact? Helping people protect their identities, spot threats early, and recover stronger. Main Responsibilities • Revenue Growth: Drive sales and revenue through a mix of direct sales and broker channel partnerships., • Broker Network Development: Identify, engage, and onboard employee benefit brokers to include our identity protection solution in their portfolio., • Relationship Management: Cultivate and maintain strong relationships with broker partners through regular communication, in-person meetings, and virtual touchpoints., • Product Education: Conduct comprehensive training sessions for brokers to ensure they understand the value proposition and technical aspects of our identity protection SaaS solution., • Sales Enablement: Create and distribute compelling sales collateral, case studies, and proposal templates to support brokers in their sales efforts., • Market Representation: Represent the company at industry conferences, broker meetings, and client-facing events to strengthen brand presence and credibility., • Client Engagement: Lead executive-level presentations and product demos for HR decision-makers at mid-market and enterprise organizations., • Market Insights: Track competitive activity and industry trends to help shape go-to-market strategies and inform product development., • Forecasting & Reporting: Deliver accurate sales forecasts and maintain clear pipeline visibility for senior leadership.Core Requirements, • Industry Experience: 5-7+ years of experience in channel sales, partner management, or business development in employee benefits, SaaS or related industries, • Sales Performance: Proven track record of building and maintaining productive partnerships resulting in measurable revenue growth, • Industry Knowledge: Strong understanding of employee benefits products, benefits administration platforms, broker ecosystem, sales cycles and integration requirements., • Relationship Management: Exceptional interpersonal skills with success building networks and long-term client partnerships, • Communication Skills: Outstanding presentation and communication abilities, both written and verbal, • Proactive mindset with strong time management and organizational abilitiesSalary Range

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 5+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Title: Senior Manager, Insurance Management Location: Downtown, Boston MA Compensation: $140K- $172K + Full Benefits day one Responsibilities: Flexcar is seeking a Manager, Insurance to oversee insurance program management and operations. This role will collaborate with the Legal, Risk, Product, Operations, and Finance teams at Flexcar and interface directly with senior leadership to build a successful insurance function. Flexcar is at a key moment in its insurance journey, with crucial decisions around Auto Liability program selection and claims management upcoming. This is a high-impact, high-visibility role with the opportunity to impact strategy and build out an insurance team in the future. Flexcar is seeking an individual with a strong insurance background who has been directly responsible for implementing similar Commercial Auto insurance programs for large fleets and can bring expertise on all parts of an insurance program, from cost-benefit analysis to implementation and claims oversight. * Own insurance program management through working directly with our insurance, claims, and broker partners to identify the optimal insurance solutions for Flexcar and implement them * Use past experience in the Commercial Auto Liability space to evaluate future insurance options for Flexcar and clearly communicate the pros/cons of each approach * Quickly ramp up to be the resident expert on everything related to insurance at Flexcar. Most importantly, deeply understand Flexcar’s Auto Liability needs. This also extends to other coverage types such as Cyber, General Liability, and Workers Compensation. * Act as the point of contact for our Claims partners and step in on high severity cases to ensure Flexcar’s best interests are kept in mind * Identify gaps in coverage or areas of opportunity for future insurance products, either to insure Flexcar or to insure our customers. * Manage renewals for all insurance coverages at Flexcar * Provide a blueprint for building out an effective internal Insurance function at Flexcar Qualifications: * 7+ years in the Auto Insurance space, either as a Commercial Auto insurance customer, insurer, or broker * 2+ years of people management experience, preferably within an Insurance or Risk function * Has reviewed and implemented a fleet insurance program as either the customer or the broker, preferably in a New Mobility or Auto Rental environment * Knowledge of the Auto Claims process and ability to function as the main point of contact related to Claims at Flexcar * Experience implementing necessary policies related to insurance programs * Ability to evaluate insurance options at the financial level and assess trade-offs between programs * Experience identifying gaps in coverage or areas of opportunity for future insurance efforts * Knowledge of how an in-house insurance team can be built What Tops Off the Tank: * Rest & Relax! Flexible Paid Time Off and Sick Time * Save for Your Future! 401(k) with company match from day one of hire * Benefits: Excellent, low-cost healthcare coverage including: medical, dental, vision, eligibility day one * Drive a Flexcar! Discounted employee rate on Flexcar products and no annual membership fee * Weekly Pay * and other amazing perks! Who Are We: We are fiercely disrupting the concept of automobile ownership Flexcar is on a mission to replace car ownership for the majority of car owners. We are currently operational in 4 markets and continuing to grow. Our goal is to offer the flexible alternative to car ownership that puts our members in the driver’s seat of their budget and their vehicle. Flexcar covers all maintenance costs, insurance costs, registration costs, and more, to provide the flexible ownership alternative that is simple and seamless for our members. Flexcar empowers all walks of life to have the flexibility of a car of their own without the hassles of traditional car ownership. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Powered by JazzHR Ocx4PxEAgV

Job Description We are seeking a Life Insurance Agent to join our fast-growing, family-operated insurance agency. We are looking for purpose-driven professionals who are ready to take control of their future, whether you are just starting out or seeking a better opportunity. Our agency provides the tools, support, and mentorship necessary for you to thrive and leave our clients in improved situations. Make an impact, build a legacy, and work from anywhere life takes you with a winning team that fosters a life you love. Why You’ll Love Working with Us • Remote Freedom: Enjoy the flexibility to work from anywhere, set your own hours, and benefit from a unique sales system that combines web-based and human resources., • Uncapped Earning Potential: There are no income caps or minimum quotas. Average new part-time agents typically earn between $4,000 and $6,000 per month, equating to nearly $70,000 per year. Full-time seasoned agents can earn between $14,000 and $18,000 per month, translating to almost $175,000 per year., • No Cold Calling: We call leads that have reached out to us about a product we provide., • Comprehensive Training: Our proven onboarding and ongoing mentorship systems will help you succeed from your first month and build a solid foundation for long-term success., • Learn and deliver tailored life insurance solutions to families, individuals, and business owners via phone, Zoom, or in person., • Build relationships with clients while educating them on appropriate products to protect what matters most., • Contact and follow up with prospective clients (leads)., • Manage your own schedule while remaining accountable to your goals., • Attend live weekly training sessions to enhance your skills and stay informed about industry changes., • Maintain detailed records of client communications to support long-term relationship building and future service., • Uphold a high level of professionalism, empathy, and ethical standards in all client interactions., • A current life and health insurance license issued by your home state, followed by contracting with insurance carriers (full guidance will be provided)., • A strong work ethic and a desire for personal and financial growth., • Excellent communication skills, both verbal and written (experience in the service industry is a plus)., • Ability to effectively manage your time, calendar, and priorities., • Comfort with technology, including CRM systems, Zoom, email, and basic Microsoft/Apple tools (training will be provided)., • A high school diploma or equivalent., • Uncapped earnings with raise eligibility starting in your first month (5% increases with benchmarks)., • Health and dental benefits available., • All-expenses-paid incentive trips for top performers., • Flexible schedule options – part-time or full-time., • A family-like culture with exceptional leadership, training, and support. If you are a self-motivated, results-driven sales professional looking for a commission-only position with unlimited earning potential, we want to hear from you. Please submit your resume and cover letter to apply for this position. If you are interested, you will be expected to schedule a phone interview as soon as you apply and be on time for that appointment. Once you apply, you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview. Jan Burkhalter | National Broker No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. 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, and the insurance needs of the customers in the geographic areas in which you choose to work

Job DescriptionSalary: Unique Compensation Model Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote) Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support. Job Title: Registered Representative Wholesaler Position Summary: The Registered Representative (Wholesaler) is responsible for driving sales of the firms investment products through financial advisors, broker-dealers, RIAs, and other distribution partners. This role focuses on building strong advisor relationships, delivering product education, and generating new business within an assigned territory, while maintaining compliance with FINRA and other regulatory requirements. Key Responsibilities: • Develop and execute a business plan to meet or exceed sales targets., • Build and maintain relationships with financial advisors, broker-dealer reps, and other intermediaries to promote the firms investment products., • Conduct sales meetings, product presentations, and client events to drive product adoption., • Partner with internal wholesalers to maximize advisor coverage and sales opportunities., • Provide investment, product, and market updates in line with compliance guidelines., • Identify and cultivate new distribution opportunities within assigned territory., • Maintain accurate records of advisor interactions and sales activities in CRM systems., • Collaborate with marketing, product management, and compliance teams to ensure consistent messaging and adherence to regulations., • FINRA Series 7 and 63 required; additional state registrations as needed., • Bachelors degree in Finance, Business, Marketing, or related field., • 5+ years of investment sales, wholesaling, or financial services experience., • Strong knowledge of alternative investments and private placements., • Proven track record of meeting or exceeding sales goals., • Excellent presentation, relationship management, and negotiation skills., • Experience working with both warehouse and independent broker-dealer channels., • Established advisor network in assigned territory., • Comfort using CRM and sales tracking tools. What Youll Do: • Serve as a trusted strategic partner to clients across disciplines, • Collaborate with a national team of professionals to deliver holistic, client-first solutions, • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing), • Drive business development with support from our marketing, ops, and leadership teams Were Looking for: • Senior-level professionals with 6-10+ years of experience, • Entrepreneurs at heartwho want freedom, purpose, and results over red tape, • Proven rainmakers or strategic leaders ready to grow a book of business, • Mission-aligned individuals energized by innovation and impact, • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM. For more information about the company please visit ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]., • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.

Job Description Location: Remote – Based in the Northeast US – preference to NYC, Philadelphia, or Boston metros Reports to: Head of Sales – US Travel: Up to 40% About Us: At N!CK'S we're not just a company-we're on a mission to change the world of snacking, by eliminating the gap between indulgent and healthy. We're a fast-growing Consumer Packaged Goods (CPG) company with roots in Sweden, and our goal is simple: to make snacks that are as good for you as they are delicious. With a mix of Swedish ingenuity, cutting-edge food innovation, and a whole lot of optimism, we're creating the future of snacking. Join us and help revolutionize the way people eat! Position Overview The Sales Manager - Northeast will be responsible for leading and executing commercial strategy and managing key accounts across the Northeast region of the US, including all Ahold Delhaize banners, C&S, Wakefern, Wegmans, Market Basket, and Big Y. This individual will manage a portfolio of key retailers, distributors, and broker partners to drive profitable growth. They will own account-level strategy and execution while collaborating cross-functionally to deliver against aggressive growth targets in a fast-paced environment. Key Responsibilities Customer Strategy & Execution • Build and execute annual plans for key accounts leveraging sales fundamentals – distribution, pricing, shelving, and merchandising principles – as well as trade, shopper marketing, and national marketing activations to drive sustainable, joint value for both NICKS and key retailers., • Develop and deliver compelling, data-backed customer presentations that influence buyer decisions and enhance partnerships, • Build and nurture relationships with retail partners through frequent in-person meetings and trade events, as well as through consistent proactivity, diligence, responsiveness, and attention to detail, • Manage all volume forecasting and promotional planning for assigned accounts across all NICK’S categories, • Maximize trade and shopper marketing ROI by evaluating and optimizing the performance of all working and non-working dollars, • Set clear goals and deploy business priorities with regional broker partners, • Partner across broker levels to ensure alignment, accountability, and timely follow-ups on key initiatives, • Perform regular in-store visits to evaluate compliance, placement, promotion execution, and merchandising, • Identify and act on opportunities to improve shelf presence, secondary display visibility, and category support, • Work closely with Marketing, Finance, Operations, and Commercial teams to ensure alignment on account needs, forecasts, and field execution, • Lead with a hands-on, entrepreneurial mindset and a strong sense of ownership, • Bring energy, collaboration, and curiosity to the team and cross-functional partners, • Bachelor’s degree required, • 5+ years of experience in sales roles within a high-growth CPG company, preferably in food or beverage, • Based in the Northeast with strong understanding of retail dynamics in the region, • Demonstrated experience managing sales brokers and distributor relationships, • Proven success managing customer P&Ls, forecasting, and trade spend optimization, • Excellent communication, presentation, and relationship-building skills, • Proficient in Google Workspace (Docs, Sheets, Slides) as well as MS Excel & PowerPoint, • Comprehensive understanding and experience using syndicated data platforms (e.g., IRI, SPINS) to identify insights and influence decision-making, • Ability to thrive in a fast-paced, ambiguous, and entrepreneurial environment

Job Description ABOUT SURMOUNT SURMOUNT™ is an industry-leading full-service commercial real estate platform that provides comprehensive net-lease focused real estate solutions to investors, operators, and partners, globally. SURMOUNT offers a wide range of real estate-focused offerings, including Sale-Leaseback, Investment Sales Brokerage, Lease Advisory, Capital Markets, Development, and Principal Investments. Our clients and partners include private investors, REITs, private equity and financial sponsors, family offices, multi-unit franchisees, business owners, tenants, developers, and lenders. We’re looking for a proactive and detail-oriented Property Marketing Associate to join our team and support commercial real estate marketing campaigns and administrative tasks. This role bridges both the Marketing Department and Brokerage Operations giving you a 360-degree view of how listings come to life. Your core responsibilities will include creating high-quality Broker Opinion of Value (BOV) presentations and offering memorandums, managing property listings, and collaborating with internal teams to ensure every deal receives the attention it deserves. You'll also help launch campaigns across third-party platforms and the company website, ensuring consistent messaging, branding and follow-through. Key Responsibilities: • Build and edit BOVs, offering memorandums, and other campaign collateral using templates in Figma, Photoshop, and other creative tools., • Collaborate closely with sales teams, analysts, and marketing professionals to gather materials, visuals, and insights., • Manage listing uploads and updates on third-party platforms (e.g., Crexi, LoopNet) and ensure all listings are accurately maintained on the company website., • Coordinate marketing launches for new listings, ensuring timely execution and alignment with campaign goals., • Ensure state specific legal compliance & brand consistency across all deliverables and help maintain high-quality visual standards., • Track listing progress and assist in campaign reporting or performance summaries when needed., • Respond to team feedback quickly and iterate on creative assets as deals evolve · Associate’s degree or higher. · 1–2 years of experience in commercial real estate marketing or real estate administrative support. Familiarity with commercial real estate terminology and deal life cycles a plus. · Excellent writing, proofreading & verbal communication skills with high attention to detail. Experience working with CRM or marketing platforms (Salesforce, HubSpot, etc.) • Proficiency with Adobe Creative Cloud, especially Photoshop (Illustrator or InDesign a plus)., • Experience with or willingness to learn Figma, especially working with templates and Google Sheet syncing., • Highly organized with strong project management and time management skills., • Comfortable working in a fast-paced, collaborative environment with shifting priorities., • Basic knowledge of print and digital marketing, including email layout, flyers, social graphics, and pitch materials., • Candidate needs to possess the ability to receive feedback and revise quickly. Preferred Skills (Not Required):

Job Description HR Generalist Location: Boston, MA (Hybrid – Minimum 3 days/week in-office, 2 remote) Reports to: Vice President, Human Resources Compensation: $75,000–$90,000 base + approx. 5% annual discretionary bonus Overview A well-established financial services firm is seeking an experienced HR Generalist to join its Human Resources team. This position plays a key role in driving employee engagement, managing the full recruitment lifecycle for salaried positions, and supporting benefits administration across the organization. The ideal candidate will bring a proactive, solutions-oriented mindset, a strong grasp of HR fundamentals, and the ability to provide hands-on support across multiple functions while maintaining professionalism and accuracy. This is a hybrid role requiring a minimum of three days per week in the Boston office. Core Focus Areas Talent Acquisition & Onboarding • Manage the full-cycle recruitment process for salaried positions — from drafting and posting job descriptions to screening, interviewing, and coordinating offers., • Partner with hiring managers to develop effective recruiting strategies and ensure a positive candidate experience., • Conduct onboarding sessions, new-hire orientations, and ensure completion of employment documentation. Employee Engagement & Culture • Lead employee engagement and recognition programs designed to foster connection, motivation, and a positive workplace culture., • Plan and execute monthly and quarterly in-office and virtual events that promote collaboration and community., • Manage employee communications, including newsletters, announcements, and recognition initiatives. Benefits Administration • Provide knowledgeable support on all aspects of benefits administration, including health, dental, vision, life, disability, FSA, and HSA plans., • Act as a first point of contact for employee benefits questions, ensuring accurate information and guidance., • Support annual open enrollment, plan changes, and employee education efforts., • Collaborate with the firm’s benefits broker to resolve employee issues and ensure compliance with plan requirements., • Leverage understanding of self-funded medical insurance (applicable to medical coverage only) to assist in plan administration and employee communications. HR Operations & Compliance • Maintain employee records, HRIS data (ADP, Employee Navigator), and ensure compliance with federal, state, and local employment laws., • Support policy development, HR documentation, and company-wide communications., • Coordinate performance management processes, including annual reviews, goal setting, and development planning., • Partner with leadership on employee relations, ensuring fair, timely, and consistent resolution of issues. Key Competencies • Strong understanding of HR and benefits terminology, particularly around plan types (e.g., FSA vs. HSA) and self-funded structures., • Excellent interpersonal and communication skills, with the ability to engage effectively across all levels of the organization., • Strong organizational skills, attention to detail, and sound judgment under pressure., • Ability to work independently and collaboratively in a fast-paced environment. Qualifications • Bachelor’s degree in Human Resources, Business Administration, or a related field., • 3–5 years of progressive HR experience, including direct involvement in recruitment, engagement, and benefits., • Proficiency in HRIS platforms (ADP, Employee Navigator) and productivity tools (Google Suite, DocuSign, Canva, Adobe)., • SHRM-CP or PHR certification preferred., • Experience in financial services or professional services environments a plus. Total Rewards Package • Comprehensive Medical, Dental & Vision coverage (including self-funded medical plan), • Company-paid Short- and Long-Term Disability and Basic Life Insurance, • Supplemental Life Insurance for employee, spouse, and dependents, • 401(k) with annual company match, • Flexible Spending Accounts and Health Savings Accounts, • PTO including vacation, personal, sick, and a community volunteer day, • Critical Illness & Accident Insurance, • ID Theft Insurance, • Employee Assistance Program, • Employee Discount Programs

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: At Berkshire Hathaway Specialty Insurance our claims professionals are an integral part of our business. The surety claim professionals interact with the entire surety team supporting the business goals and as well as contributing on a strategic level. We are seeking an experienced professional to be part of our surety team supporting our growing business. In this role, the Surety Claims Technician will report directly to the Global Head of Surety Claims and have an opportunity to assist the Claims Team with the intake of Surety claims and management of the Surety Claims application in a highly collaborative team environment dedicated to best in class service. The position is open to candidates who can work in our Atlanta or Boston office. Duties & Responsibilities: • Act as the gate keeper and triage surety notices and claims. Review and identify scanned mail for appropriate assignment to Examiners., • Assist in claim assignment and conduct necessary research to facilitate claim set up. Interact with claims operations to ensure appropriate claim set up and data integrity., • Assist in the continued development of Surety Claim application, document management and procedures/protocols for claim document management., • Assist in maintenance of data integrity within Surety Claims Application., • Use of Underwriting database to properly identify Account and Bond., • Develop and maintain Claimant database in Surety Claims application., • Develop and maintain Account and Broker contacts for Surety Claims application., • Develop and maintain Co-Surety contacts for Surety Claims application. Review and enter Co-Surety bond information into Surety Claims application., • Assist with document production in litigation discovery matters., • Assist in creating and managing reporting to aid in claim handling, account management and communications with management., • Handle physical mailing of necessary Claim correspondence. Qualifications, Skills, & Experience: • 3 plus years’ experience in insurance claims or related fields., • Surety or construction experience is a plus., • Strong attention to detail and accuracy., • Ability to balance competing priorities and proactively manage workload., • Strong verbal and written communication skills., • Proficiency in Excel., • Experience with data entry and documentation management systems. Database management/experience is a plus., • Ability to work within a team environment., • Ability to judge when to act independently and when to refer situations to a supervisor., • A willingness to learn, develop and ask questions. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates, • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders, • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework, • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave NOTE: This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization. The base salary range for this position is from $50,000 – $60,000 along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66), • Bachelor’s preferred, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWe are a cutting-edge real estate platform revolutionizing the way agents and landlords connect. Our fast-paced, tech-forward environment is built for growth, innovation, and excellence in client service. Were seeking a Front Desk / Database Manager who thrives in a dynamic setting and is passionate about real estate, organization, and agent success. Position Overview The Front Desk / Database Manager is the face of our office and a key player in supporting daily operations, training new agents, and maintaining our world class property database. This individual will play a critical role in both administrative support and technical onboarding, ensuring our agents and systems are set up for success. Key Responsibilities • Manage and support day-to-day front desk and landlord call center operations, • Answer incoming calls and provide exceptional client service, • Update and maintain accurate property owner and listing data, • Coordinate and conduct training for new agents on internal database systems and protocols, • Perform follow-up and warm calling with existing landlords to foster relationships and generate leads, • Collaborate with office managers to improve and optimize listing processes and accuracy, • Research and implement innovative technologies to boost landlord engagement, • Support upper management with special projects and initiatives as neededQualifications, • Minimum 1 year of experience in a real estate, administrative, or database-related role, • Active MA Real Estate Salesperson or Broker License (Required), • Strong attention to detail and organizational skills, • Proven ability to manage multiple priorities in a fast-paced environment, • Exceptional phone and interpersonal communication skills, • Proficiency with real estate databases and CRM systems preferred, • Sales or customer service background is a plus, • Tech-savvy with a passion for learning new platforms and tools

Job Description SUMMARY: Provides advanced administrative and operational support to the General Counsel and legal department. Schedules and coordinates appointments, provides information and answers questions to internal and external callers, which may be of a highly confidential nature, coordinates office procedures and operations. Works without direct supervision and maintains a working knowledge of the legal services by performing the following duties. ESSENTIAL DUTIES & RESPONSIBILITIES: This job description is intended to describe the general nature and level of work performed by employees assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The MCCA reserves the right to modify this job description at any time, with or without notice. Administrative Support: • Provides administrative and logistical support to the General Counsel and the Legal Department including but not limited to receiving and screening calls, arranging conference calls, receiving visitors, coordinating and scheduling meetings, preparing agendas and confidential correspondence, reserves and prepares conference rooms and handles other special projects as assigned., • Provides administrative support to the General Counsel and Legal Department related to the MCCA’s Designer Selection Board including but not limited to meetings, scheduling vendor and contractor interviews, initiates posting to MCCA website and prepares invoices for MCCA Designer Selection Panel members’ services, preparing and assisting with all procurement correspondence including but not limited to contract award letters, notice to proceed letters, rejection letters. etc., • Provides IT assistance when requested on formatting, editing, and typing documents., • Obtain, track and file MCCA and Show Event insurance certificates., • Reads and routes incoming mail. Locates and attaches appropriate files to correspondence to be answered by Legal., • Tracks all public records requests and works with MCCA attorneys to ensure compliance with the Massachusetts Public Records Law deadlines., • Processes all legal invoices through the MCCA’s Business Central finance system, • Schedules, coordinates, and prepares for MCCA Board of Directors Meetings, including preparation of confidential correspondence, presentations, reports, agendas, notices, and resolutions., • Assists with all aspects of Board of Directors, and miscellaneous subcommittee meetings and works with MCCA attorneys to ensure compliance with the Open Meeting Law., • Acts as coordinator for executive meetings to ensure all needs are communicated to proper personnel., • Acts as Liaison between the MCCA and the Members of the Board and/or other MCCA Staff., • Formulates procedures for systematic retention, protection, retrieval, transfer, and disposal of records in accordance with the applicable, rule, policy, regulation and statute., • Assembles claims and investigatory materials and files same with insurance broker, • Conducts research, compiles statistical reports, confidential correspondence, and other complex documents, • Develops a comprehensive knowledge and understanding of the Authority’s locations and business activities., • When appropriate, attends Board Meetings and department staff meetings; takes, transcribes, and distributes meeting minutes., • Maintains Authority Minute Books and filings., • Maintains Authority Briefing Book for onboarding new MCCA Board Members., • Distributes materials to MCCA Board via email, Teams Meetings and utilizing the project management tool, Basecamp., • Initiates Financial Management System process., • Coordinate the necessary coverage and support to maintain a smooth office operation as well as assist in training other support staff, including temporary workers, as needed., • Delegates work to office clerical personnel as needed., • Analyzes and organizes office operations and procedures such as filing systems, requisition of supplies, and other clerical services to maximize productivity., • Evaluates and makes recommendations concerning effectiveness and cost efficiency of automated equipment., • Maintains and updates office attendance utilizing attendance system for Executive Office as needed., • Minimum of 5-10 years of relevant experience supporting high-level executives in a confidential environment; some of this experience may be substituted with post-secondary education or certification (e.g., Bachelor’s degree, paralegal certificate)., • Strong organizational skills, discretion, and ability to manage multiple tasks under pressure., • Detail-oriented, team-oriented, and able to communicate effectively at all levels., • Standard business hours, with the understanding that schedules may vary based on operational needs. This may include occasional evenings, weekends, or travel, as required. Occasional travel to MCCA facilities is required. Travel to relevant conferences or external events may also be necessary based on business needs. The Massachusetts Convention Center Authority (MCCA) is proud to be an equal opportunity employer. We welcome qualified applicants of all backgrounds and do not discriminate based on race, color, religion, sex, national origin, ancestry, age, disability, sexual orientation, gender identity or expression, military or veteran status, genetic information, or any other legally protected category. If you require a reasonable accommodation during the application or interview process, or to perform essential job functions, please contact our Human Resources team at

Job DescriptionCompany Description Come join a growing team! FOODMatch is searching for a Sales Representative- Food Service to join our Sales team. FOODMatch is a producer and importer of Mediterranean specialty foods with a focus on olives, antipasti, and ingredients. Founded in 1996, FOODMatch is a producer and importer of Mediterranean specialty foods with a distinct expertise in traditionally and responsibly crafted olives, antipasti, spreads, sauces, and ingredients. FOODMatch plays an integral role in ensuring the quality of our products. The FOODMatch difference begins in the fields and groves. We are vertically integrated with our partners to ensure that each step along the production chain is completed to meticulous standards: from irrigation and pruning, to harvesting, sorting and stuffing by hand, to expertly curing and preserving, we ensure each ingredient delivers its natural flavor, color, and texture. Simply put, no detail is spared. Through the hands of our growers we create great tasting, responsibly produced, authentic foods that nurture community and enhance your quality of life. Job Description The Sales Representative – Foodservice will be responsible for driving sales and providing support for our Foodservice business in the Mid-Atlantic through Northeast. Responsibilities include nurturing existing business relationships with current customers and distribution partners, as well as identifying and penetrating accounts in the Foodservice Segment within our distribution network. This position will also be accountable for new product placements and managing promotional activities. Support Manager’s day-to-day sales activities and grow overall business in assigned marketing area. Facilitate sales support objectives including ride –with’s, Distribution Shows, end-user new item and product assortment review. Supports Manager in achieving day to day tasks to manage and develop current business for growth. Essential Functions • Maximize existing business with current customers as well as develop new accounts focused on the 3 segments of FS. Introduce customers to new products and marketing campaigns. Present plans to manager on initiatives to grow sales – i.e., ads, spiffs, demos, OI’s, Bill Backs. Conduct ongoing business planning reviews, • Responsible for securing quarterly Distributor sales reports, • Work closely with key distributors to maximize their distribution capabilities as well as manage the overall cost of doing business with these key partners, • Work directly with Distributor reps and Broker network when applicable and provide trainings and customer ride withs, • Regularly present new items to customer base. Manage overall sample spend by territory, • Work with manager for approval to develop and personalize sell sheets specific to Distributors in your region, • Maintain expert level of product knowledge, • Participation in regional and national food shows including coordination of deadlines and requirements with food show coordinator, • Introduce customers to products and culinary ideas, • Support sales growth initiatives and programs, • Partner with customers to develop business opportunities, • Serve as primary contact for Foodservice customers, • Research competitive products, • Participate in National and Regional shows, • Coordinate food show samples and POS needs, • Street Sales (traditional local independent restaurants, caterers, hotels, educational institutions), • Multi-Unit Chains, “MUC’s” (consists of Regional and National chains based on the HQ location or prior relationships), • Ingredients / Manufacturing (to include all accounts that might use FM products in further recipes / kits)Qualifications Background Requirements • Bachelor’s Degree in business or related field preferred, • 1-3+ years of relevant Sales Experience, • Shows sales/business development acumen, • Strong sales skills and product knowledge, • Excellent verbal and written communication skills, • Excellent interpersonal skills, • Proactive, strategic thinker, • Willingness to take initiative, • Competitive, driven to be the best, • Ability to lift 50 pounds, • Possesses a strong sense of urgency to accomplish goals and objectives Additional Information Travel Requirements All your information will be kept confidential according to EEO guidelines. Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Travel reimbursement, • Vision insurance

Job Description Novatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced commercial Excess &Surplus Brokers for your area location. We are searching for candidate(s) who have demonstrated success in the wholesale industry or MGA. We are expanding our capabilities for revenue generation and have a very generous compensation package to offer including almost 500 carriers to foster your future successes.. 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., • 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., • 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 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. 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. Powered by JazzHR vxpKPibFsp

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our New England Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in Boston, MA, Providence, RI and Portsmouth, NH. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required., • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000.00 - $125,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture! ABOUT THE ROLE In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure. Responsibilities: • Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients., • Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement., • Lead consulting efforts with prospects to identify their insurance needs and work with Lamb's in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers., • Work closely with Lamb-assigned Account Managers to service "your book" of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction., • Bachelor's degree.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Member Company: Lamb Insurance Services ABOUT THE ROLE In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure. ROLE RESPONSIBILITIES • Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients., • Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement., • Lead consulting efforts with prospects to identify their insurance needs and work with Lamb's in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers., • Work closely with Lamb-assigned Account Managers to service "your book" of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction., • Bachelor's degree.

Job Description What We Do At C.A. Fortune, we aspire to maintain our position as the nation's leading consumer brands agency. We realize how fortunate we are (pun intended) to offer comprehensive solutions to our clients. From sales management to marketing, all the way down to insights and e-commerce, our boutique service model offers a breadth of services to our clients. Who We Are People. Passion. Purpose. Our people are the core of our business. Our unique boutique service model allows our people to follow their passions with a purpose, all while delivering excellent services to our clients. We are committed to living out our values. We are fearless and curious innovators who lead with solutions, empower others, and do the right thing, always. We are a family-first organization and recognize the importance of a healthy and flexible work-life balance, a positive support system, and the power of diversity and inclusion. Overview of the Role • The Account Manager - Stop & Shop role will drive sales success by developing and executing tailored regional or account-specific sales plans that exceed quotas and support our revenue goals. You'll actively engage with existing customers to understand their needs, offering tailored product solutions and comprehensive support., • Building and maintaining strong, long-term relationships with both new and existing clients will be key, as will consistent, responsive communication. You'll collaborate with various internal departments to ensure exceptional client management and attend key industry events to stay ahead. A proactive, positive, and solution-oriented approach will be crucial to thriving in this dynamic position., • Remote – must be local (within 90 minutes) to Boston, MA to attend in-person meetings with retailers, • Salary range $75,000 - $85,000 based on experience, qualifications and skills., • Travel Requirements – Less than 20% to attend all major Industry shows client national sales meetings, & or any other events that would be warranted; all other travel is within assigned market (automobile), • Create and execute a regional or account specific sales plan for Stop & Shop, that meets or exceeds established sales quotas and supports company revenue and profit targets., • Meet regularly with existing customers to understand their evolving business needs and position product solutions to address those needs, provide all maintenance, new item submissions, promotional support, etc., • Build long-term, productive, and mutually beneficial relationships with existing and new customers & clients., • Maintain consistent communication and timely follow-up with customers and clients and be available and responsive to their real-time needs., • Strong knowledge of the consumer products industry (specifically food products), • Prior account management experience, • Must have experience calling on with ADUSA, Stop & Shop, • 4-year bachelor's degree, and/or similar industry experience, • Extensive experience calling on Stop & Shop, • Strong Excel skills, • Prior agency or food broker experience, • 16 days of PTO, • 11 paid company holidays per year, • 2 paid volunteer days per year, • Bonus eligible, • 3 months fully paid parental leave (regardless of gender), • Medical, dental, and vision, • Paid company life insurance, • 401k with company match, • Summer hours (half day Fridays from Memorial Day thru Labor Day) C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. • Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution., • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases., • Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa., • Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship., • Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential., • Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment., • The ability to represent the best of Quantexa to clients and prospects from end users to CEOs., • Exceptional organizational and pipeline management skills., • Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: • Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc., • Specific BSA/AML Experience, • Specific East coast and/or midwest regional expertise in banking, • Enterprise AND SaaS experience, • Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays