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Job Description Is supporting people through technology your kind of challenge? Do you thrive in fast-paced environment where no two issues are the same? Your role... As a Technology Specialist for ReSource Pro, you will provide additional and advanced support on all helpdesk issues and will serve as Tier 2, escalated support for issues that cannot be handled by Tier 1 level support staff. You will be responsible for support of cloud based systems and applications, assist in management of network storage, virtualization platforms, contact center applications, network infrastructure and end points. You will assist with IT project and M&A integrations. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. After 3 months you will... • Monitor help desk queue, assume ownership of tickets, and provide resolution of issues, • Perform Tier 2 assistance to other help desk staff to resolve more complex issues. This includes Desktop, Server, Network Infrastructure, and System Admin issues, • Monitor and maintain network infrastructure and systems; Assist network changes and reconfigurations. Assist with Server management including Active Directory, O365, Azure, and other infrastructure security platforms, • Provie guidance and support to junior-level IT staff on Systems an Network Projects and initiatives, • Handle end user support, network tasks, and other activities currently being performed by the helpdesk, server, and network teams offshore, • Support and contribute to a wide range of Technology projects; Perform complex tasks related to the Technology department goals and initiatives, • Lead short-term and Tier 2 Technology projects with suppport from the IT Manager; Leverage knowledge and IT expertise to troubleshoot and make recommendations; Manage project deadlines to ensure deliverables are completed on time, • Leverage knowledge of technology implementations to coach and mentor other members of the Technology teams on global implementationsWhat you need to be successful…, • Bachelor's Degree in Information Technology or related area of study or equivalent work experience, • 3-5 years experience providing hands on help desk support, • 2+ years experience supporting networking and server technologies, • Experience with Microsoft Server, O365, Exchange, Linux, Azure administration, • Working knowledge of basic networking, • Self-motivation, passion for technology and networks, • Exceptional troubleshooting skills, • Quick and enthusiastic learning capabilitiesYour Benefits & Perks..., • Generous PTO plan with paid holidays + floating holidays, • 100% paid Employee Healthcare on Day 1, • Eligible for all medical, dental, and vision benefits on Day 1, • 401k with employer match, vested on Day 1, • Opportunity to work for a growing, global organization., • Ability to engage with clients and internal partners to make an impact., • Organization-wide focus on growth and development Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $39,338 - $66,393 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides. Your Interview Process: To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: • Behavioral Interview with Talent Acquisition, • Online talent assessment, • Hiring Manager Interview Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. Equal Employment Opportunity Policy ReSource Pro 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 9Vk2Z1iEjG

Location Dallas, Texas (in-office) Department: Operations Reports to: Vice President, Operations Who we are: Sky Harvest exists to create sensible, cost-effective solutions to all who care about mitigating climate impact with precision and integrity. Sky Harvest creates carbon credits and sells them to corporate customers to offset their emissions. We do so by paying landowners not to harvest timber that they otherwise would. We work exclusively with small-acreage and underserved timberland operators in the United States to generate carbon credits. We are a project developer—not a broker, nor a marketplace. We’re passionate about fixing carbon markets. We’re passionate about sensible, practical solutions to this climate issue. And we have a humble, hard-working culture intrinsically motivated by the excellence and impact of our work. More importantly, Sky Harvest has a fresh edge in this space. We voluntarily issue credits under the True Credit framework, which requires fewer credits issued to ensure that each issued credit properly and completely offsets the negative climate impact of emissions elsewhere. To our knowledge we are the only developer issuing credits with multiple tons of carbon in each credit. Why this role: If you’re a hungry, self-motivated achiever who values excellent work quality and desires to build quickly at a fast-moving startup in the sustainability sector—this is the role for you. What you’ll do: The Director of Operations will support and lead critical initiatives across the company’s operations. This role offers a high degree of ownership, exposure to multiple facets of the business, and rapid advancement opportunities for high performers. Responsibilities include: • Support and improve all aspects of operations: landowner relations, carbon quantification, and credit issuance, • Manage the “Sky Harvest Machine” initiative to automate and expand operations at scale in an efficient, data-driven structure, • Drive down the marginal cost of producing each carbon credit through meticulous cost analysis and informed investment in the Machine, • Communicate directly with landowners and own enrollment, qualification, and contracting, • Support vendor relationships and own projects with third-party technical consultants, • Create analytical tools and dashboards to support operational tracking and decision-making, • Draft internal memos, build Excel models, and produce deliverables that support execution across departments, • Pitch in wherever needed, from sales presentations to office operations What it takes: A successful Director of Operations will naturally demonstrate a self-driven curiosity and need to achieve successful outcomes. She/he will be highly proficient and possess a strong work ethic. He/she will also be a quick learner and demonstrate humility commensurate with that of an effective team player. The Director of Ops will possess: • Culture buy-in: At Sky Harvest, we… • Ruthlessly pursue our mission,, • Build trusting, enduring partnerships, and, • Bring rigor in on our thinking and work. • Entrepreneurial spirit: we act like entrepreneurs. Our team members are incredibly driven, agile, goal oriented, and are always up for a challenge, • Activation: the ability to convert a vision to execution with minimal direction, • Analytical horsepower: strong problem-solving skills and the ability to understand and operate robust analytical models, • Range to flex between serving as a hands-on doer—willing to get “in the weeds” as required—and an effective executive managing teams and partnerships, • Systems thinking: An understanding of large-data structures and the systems that allow them to operate efficiently at scale, • Commercial judgement to autonomously negotiate and close landowner agreements, set a pricing strategy, and optimize allocation of resources, • Organization, persistence, and influence to navigate bureaucratic regulatory systems and third-party audits, • Persuasive and highly effective communication skills, • Fluency in Excel and comfort with data structures, • 3-7 years of demonstrated high achievement in managing and executing lean operations in the private sector, • Bachelor’s degree in business management, MBA preferred Benefits: Base salary and performance-based bonus are commensurate with experience, including the potential for equity incentive as an early employee. As we expand, you will help us build additional competitive benefits, including health; 401k; mobile reimbursement; and a monthly wellness stipend for house cleaning, gym membership, grocery delivery or massages. Contact: If interested in this opportunity, please reach out to Mel Tipps at All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other discriminatory factors. Please note that we do not provide immigration sponsorship for this role. All offers are subject to a background check.

ESSENTIAL DUTIES & RESPONSIBILITIES: Teamwork Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. This position is matrixed to a specific Producer or Producers under whose book of business the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on others. Customer Service • Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention., • Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members., • Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction., • Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors., • Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues., • Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients., • Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients., • Consult with clients and make strategic plan design recommendations based on valid client data and information. Plan design recommendations that align with clients’ business strategy, culture, and priorities and should focus on trend management., • Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients., • Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients., • Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs. Includes recommendations on stop-loss providers, contracts and financial elements for self-funded clients., • Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc., • Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services., • Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level., • Developing, maintaining and expanding relationships with key HR/Benefits team members. Technical Expertise • Regularly present and review plan performance reports and renewal projections., • Mastery level knowledge and command of all EB capabilities and services., • Conduct pre-renewal planning meetings., • Consult with clients and make recommendations for renewal strategies., • Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility)., • Deliver renewal presentations., • Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf., • Deliver final renewal recommendations to clients., • Make recommendations for additional products/services and for expanding broker/consultant services., • Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees., • Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process., • Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities., • Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities. Marketing • Participate in MMA marketing activities and events., • Represent MMA at conferences, meetings, councils, community events., • Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients., • Maintain Texas Life, Health & Accident License and other necessary licenses – completing continuing education requirements., • Maintain market competitive knowledge., • Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services., • Maintain and effectively leverage relationships with carrier/TPA/vendor representatives, managers, and provider networks., • Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client. General • Serve as internal subject matter expert in designated areas of expertise., • Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients. REQUIREMENTS: • College degree or equivalent professional experience preferred., • 5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered., • Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements., • Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management., • Ability to fully manage, renew and retain clients without Producer/Partner involvement., • Proficient with Microsoft Office Suite, especially email, Word, and Excel., • Proficient with PowerPoint., • Active Texas Life, Accident & Health License. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: .

Job DescriptionDIVISION PRESIDENT, HAVEN HOUSING COMPANY Haven Housing is a wholly owned subsidiary of BH Properties, a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, affordable and multi-family properties throughout the Western United States along with investments in distressed debt, ground leases and affordable housing. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Riverside, Phoenix, Dallas, Houston and Seattle and is able to acquire and close transactions, in most cases, in as little as ten days. Founded thirty (30) years ago and operating with no outside capital partners allows us advantages in moving quickly and creatively in structuring acquisitions to satisfy seller needs. Today, the Company owns and operates approximately 11M square feet across 18 states. In May 2025, the Company launched ‘Haven Housing’, an investment vertical for the sole purpose of acquiring affordable housing and market rate communities. As of its launch, Haven Housing, through its parent company, owns and manages approximately 2,500 residential units. POSITION The Division President of Haven Housing will be responsible for scaling the company, strategy, originating, underwriting, and closing Affordable Housing transactions in multiple markets with an initial focus on age restricted opportunities, and market rate communities. The successful candidate will have extensive acquisition experience and a deep understanding of the regulatory agreements encumbering affordable housing properties and the nuances that create a compelling acquisition. The Company anticipates a focus on existing properties or portfolios in lieu of ground-up developments. LOCATION Preferred location in either Los Angeles, Phoenix, or Dallas. RESPONSIBILITIES Through a focused effort on the acquisition of affordable housing and market rate communities the successful candidate will lead the growth, management and expansion of Haven Housing and will be a key member of the Company’s management team working in partnership with other senior leaders in a collaborative, team-oriented environment. In addition: • Participate in establishing a 5-year operating plan to scale the business, • Build-out the necessary infrastructure to support the strategy, • Oversee the acquisition team and process, including sourcing, managing due diligence, reviewing third party reports, and working with legal and finance teams to facilitate closings, • Prepare and review market analysis, underwriting and deal summaries for opportunities being recommended, • Develop relationships within the brokerage, developer, and lender communities in target markets to facilitate opportunities, • Attend selected conferences QUALIFICATIONS • College degree in real estate, business, finance, or accounting., • Advanced degree a plus, • 15 + years of real estate acquisition and underwriting experience with a core focus on market rate and affordable housing, • Knowledge of the federal affordable housing programs (LIHTC & HAP) along with other legacy programs, • Understanding of the various tax and financing alternative programs, • Established relationships with regional third-party management companies, • Established relationships within the investment sale broker community, • Strong quantitative and analytical abilities; ability to quickly assess deal viability, • Outstanding analytical, verbal, and written communication skills, • Ability to communicate and develop effective working relationships with others in a team oriented, collaborative and deadline driven environment, • Team player who loves to brainstorm, problem solve and who can think independently, • Travel required (25%) COMPENSATION We offer an excellent compensation package, and an exciting opportunity, to grow and develop with a well-capitalized entrepreneurial real estate investment group. For immediate consideration please submit resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR BorB2YSq7W

A growing, private equity-backed provider of essential infrastructure services with operations across Texas and beyond is seeking a Vice President of Human Resources to lead and scale its HR function. With over 300 employees and a strong operational footprint in field-based and technical services, the company is undergoing rapid growth through acquisition and operational transformation. This is a hands-on executive role based in Dallas, responsible for building a scalable HR infrastructure from thee ground up, defining and documenting processes/policies/procedures, owning benefits decisions with senior leadership, supporting post-acquisition integration, and driving strategic people initiatives across a multi-location business. The VP of HR will report directly to executive leadership and work closely with private equity partners on human capital strategy and value creation. This role is about building and executing while contributing to the strategic growth of the business. In this role you will learn and do first, define the scalable staffing model and then successfully onboard a future team. Strategy is a part of the work, but success will come from operational excellence, relentless follow through and the ability to lead by doing. Key Responsibilities: Strategic Leadership & Organizational Development • Serve as a strategic HR partner to the executive team, aligning human capital strategy with business objectives., • Build and scale HR systems, processes, and programs to support a fast-paced, M&A-driven environment., • Lead organizational design, talent planning, performance management, and succession strategies., • Oversee full-cycle recruiting and onboarding for both field-based and corporate teams., • Build and scale a best-in-class Learning & Development program that supports technician growth, long-term retention, internal mobility, and broader leadership and capability development across the organization., • Ensure consistent, high-quality onboarding experiences across locations., • Design and implement performance management processes that align with business goals and drive accountability and growth., • Ensure compliance with federal, state, and local labor laws and employment regulations., • Lead compensation strategy, including career pathing frameworks and pay-for-performance models., • Partner with executive leadership and benefits broker to evaluate, select, and implement competitive benefit offerings aligned with team needs and company goals; oversee the annual open enrollment process and employee communications., • Maintain and improve HRIS systems, reporting, and analytics., • Lead HR due diligence for new acquisitions in partnership with corporate development and deal teams., • Develop and implement post-close HR integration plans to ensure smooth transitions., • Standardize policies, compensation structures, and compliance practices across acquired entities., • Collaborate with private equity sponsors on workforce planning, executive compensation, and value creation efforts. Qualifications: • Bachelor’s degree in Human Resources, Business Administration, Legal Studies or a related field (Master’s degree or HR certification preferred)., • 10-15 years of progressive HR experience, including 5-7 years in a senior leadership role., • Experience in a private equity-backed company and leading through acquisitions/integrations is strongly preferred., • Background supporting field-based or service-oriented workforces is highly desirable., • Demonstrated ability to lead HR in a fast-paced, high-change, and multi-location business., • Exceptional leadership, communication, and stakeholder management skills., • Strong knowledge of employment laws, compensation strategy, and scalable HR practices., • Proven ability to build and scale talent programs using data analytics and performance insights.

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licen

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.

Job DescriptionSalary: Novatae Risk Groupis a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced Work Comp 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. 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., • 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 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.

Job DescriptionSalary: Novatae Risk Groupis a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced commercial E&S Producer/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. 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., • 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 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.

Job Description The Inside Broker will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. Requirements: • Property & Casualty license is required., • Minimum of 2 years of previous P&C wholesale insurance experience., • Proficient in basic computer skills, such as Microsoft Office and agency management software., • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential., • Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy., • Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results., • Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient., • Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting., • Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems., • Processes renewals following agency procedures., • Remarkets accounts identified for renewal marketing following agency procedures., • Provides quotes to existing clients for additional lines of business as needed., • Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures., • Follows agency credit and collection procedures in invoicing and pursuing prompt payments. 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 ixh0RUMDGb

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Client Success Manager (CSM) We are hiring across several of our employer segments for Client Success: Enterprise & Strategic (10k+ employees) and Emerging (-5k employees) The CSM will be responsible for cultivating and maintaining strong relationships with a portfolio of clients), both existing and new, ensuring their success and satisfaction with our products and services. As a trusted advisor, you will work closely with your clients and their brokers/consultants to understand their needs, optimize engagement, and maximize the value they receive from our solutions. You will develop and execute account plans, deliver business reviews, and drive overall client satisfaction, resulting in client retention, growth, and advocacy. The ideal candidate will possess excellent client management and relationship-building skills. They will be adept at managing multiple workflows in a fast-paced environment, taking initiative and demonstrating ownership, thriving in a collaborative culture, and embracing and navigating ambiguity. A successful CSM will be able to work independently, communicate effectively, and function as a productive member of the Client Success Team. Location: Remote | USA | Travel Required Responsibilities: • Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation., • Communicate clearly and concisely in both verbal and written formats, demonstrating strong time management and prioritization skills., • Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, and case studies., • Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments., • Ensure company and client objectives, expectations, and goals are met., • Support Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities., • Maintain accurate data input and hygiene in the client relationship management system for all assigned clients., • Take appropriate and timely steps to resolve service issues. Requirements: • Bachelor's degree or equivalent, • 5+ years of experience of client relationship and/or account management experience within the employee benefits, healthcare, or consulting industry, including at least one startup., • Willingness to travel up to 20%., • Proficiency in Microsoft Office (Excel, Word, PowerPoint); Working knowledge of Salesforce; SharePoint experience a plus. Strong Candidates will: • Excellent communication and presentation skills, with the ability to quickly establish rapport and build sustainable relationships., • Exceptional project management skills, including goal identification, action step management, and accomplishment tracking., • Independent and adaptable, thriving in a fast-paced environment., • Strong problem-solving, judgment, and analytical skills., • Ability to work under pressure and prioritize competing tasks and responsibilities., • Ability to thrive in a matrixed organizational structure., • Motivated team player with a positive, collaborative attitude. Benefits • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Paid Time Off, • Paid Parental Leave Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job Description SUMMARY: The primary purpose of this position is to provide excellent customer service efficiently, accurately, and within the required timelines. This includes but is not limited to order processing, trade administration, commission reconciliation, and bid processing. DUTIES AND RESPONSIBILITIES: The following reflects management’s definition of essential functions for this job, but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Establish and maintain positive relationships with manufacturers, distributors, and broker sales representatives., • Process customer orders, invoices, and commission statements., • Maintain an understanding of minimum ordering requirements, lead times, revision policies, delivery schedules, item maintenance, and sample policies., • Communicate price changes and shortage notifications to distributor customers., • Enter bids into the bid program, request and quote pricing, process award information, and add products as needed throughout the bid term., • Facilitate and complete direct bid documents and enter product information and pricing in the applicable program., • Review competitive bid data to negotiate pricing with manufacturers for new bids., • Ensure accurate pricing and order details are communicated., • Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience. Accounting and Excel knowledge is a plus., • Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs., • Ability to define problems, collect data, establish facts, and draw valid conclusions., • Proficient in Microsoft Office programs, contact management systems, database software, internet software, and order processing software., • Business acumen skills., • Well-developed negotiation, project, and account management skills., • Good judgment with the ability to make timely and sound decisions., • Creative, flexible, and innovative team player., • Commitment to excellence and high standards., • Basic competence in duties and tasks of supervised employees., • Ability to work with all levels of management., • Strong organizational, problem-solving, and analytical skills., • Excellent written and verbal communication skills., • Proven ability to handle multiple projects and meet deadlines, • Strong interpersonal skills., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work on time; Strives to increase productivity; Works quickly. PHYSICAL: While performing the duties of this Job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee is occasionally required to climb or balance. The employee may lift and /or move up to 25-30 pounds. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually moderate. Hybrid position requires 3 days on site. The Affinity Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need. Powered by JazzHR uVPC987qTp

The Company is in search of an Associate General Counsel with a focus on Broker-Dealer Regulatory Compliance to join its corporate legal department. Associate General Counsel, Broker-Dealer Regulatory Compliance. The successful candidate will be a key advisor to the business units, providing guidanc

Req#: cd780055-92c0-46bc-9f50-c3d2128c4dc3.Dallas, TX / Corporate Agent Staff / / On-site Apply for this job IPA Texas is looking for an.Multifamily Broker in their Dallas office.Candidates must be extremely dependable, organized, and detail oriented.Additionally, the candidate must have exceptional

Established independent broker insurance agency in Dallas, TX 75225 needs to hire an Administrative Sales Assistant to support the Property/Casualty Sales Producer in managing client accounts.Qualified Candidates with personal & commercial insurance experience or within the property & casualty indus

Experience in alternative investment funds, financial institutions, broker dealers, insurance, or related industries. Weaver is looking for an experienced and motivated Audit Manager to join our dynamic Financial Services team.

Private Client Account Executive JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to: • Act as the primary contact with the Producer and/or Client., • New Business placement and cross selling is conducted as needed to maintain client’s insurance program., • Initiate correspondence with the marketplace., • Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program., • Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through., • Prepare and obtain pre renewal updates for all clients., • Create Acord applications, including Supplementals, as needed, for submissions to carriers., • Utilize carrier websites and/or Silverplume as appropriate to price policies, • Prepare Proposals or Summaries for renewal terms, • Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal, • Initiate Premium payment requests, • Prepare policies for delivery to client, • Identify and resolve Accounting discrepancies, • Create requests for changes to client’s coverages, • Manage Accounts Receivables, • Manage Direct Billing with respect to Cancellations, • Process mail and phone requests on daily basis, • Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Evidences of Insurance, • Adhere to document retention software documentation guidelines, • Check all insurance policies in their entirety, • In absence of more senior team members, provide direction and guidance to other team members when appropriate Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: • Delegate tasks to Account Manager, as appropriate, • Delegate tasks to outsourcing teams, as appropriate., • Ensure tasks from both Account Manager and outsourcing team are completed as directed, • Ensure Account Manager is performing all tasks as outlined in the MMA Account Manager Job Description, • Treat clients, prospects, and company employees with courtesy and respect., • Contribute to a team approach toward meeting goals and providing excellent client service., • Coordinate and monitor usage and quality of outsourcing teams, • Be a mentor to the Account Manager, being an integral part of their training, • Provide direction and guidance to other team members when appropriate, • Build and maintain carrier and broker relationships, • Negotiate with carriers on cost and program design, • Assist in plan recommendations for the client, • Coordinate, Present and Attend Client Meetings including though not limited to:, • Schedule/Participate in Mid-year and Renewal Meetings, including coordinatingmaterials used in meetings (with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary TECHNICAL EXPERTISE Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: • Analyze insurance quotes and make recommendations, • Comprehend and interpret Insurance Contract requirements for Certificates, • Communicate with insurance carriers as needed, • Communicate with clients as needed, • Client facing meeting as required, either in-house or offsite, • Become proficient using premium analysis software, • Stay up to date on carrier plans and websites, • Utilize carrier online rating programs as necessary, • Negotiate with carriers on cost and program design, • Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager, • Design insurance program for client based on defined needs., • Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, etc.), • Identify and address any coverage gaps with Producer, carrier and client., • Become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: • Licensed:Texas P&C Agent, • Education:Bachelor’s Degree, preferred, • Minimum of 5 of Private Client Account Executive Experience preferred, • Demonstrate ability to multi-task and prioritize work, • Willingness to work to meet client needs beyond scheduled hours., • Proficient at Word, Excel, and current internet technologies., • Demonstrate proactive work style - Does not have to be asked or reminded of tasks., • Ability to learn, analyze and comprehend commercial lines of insurance., • Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness, • Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions, • Demonstrated experience in client facing roles, i.e., primary presenter of Client new business presentations and renewal presentations, strategy meetings, claims reviews, mid-year reviews, etc., • Ability to interact with, support, collaborate with and direct employees in a variety of subordinate, peer and superior employee roles, • Ability to speak professionally and comfortably in front of others, • Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, when necessary, • Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services., • Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client., • Ability to travel to meet client service needs when necessary We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ___.

Director of Operations and Client Services (Wealth Management) Delta Dallas is collaborating with a boutique RIA wealth management firm located in Uptown Dallas and seeking a highly motivated Director of Operations to join their dynamic team. You will play a vital role in delivering exceptional customer service and support to their esteemed Ultra High-Net worth clients. Responsibilities: • Manage the day-to-day operations of the firm with full oversight of a client services team ~ hiring, training, managing performance, etc., • Direct all communication with the custodians including Pershing and Charles Schwab., • Full oversight of all money movement activity; trade execution and alternative investment activity., • Act as the primary point of contact for clients, promptly addressing inquiries and providing accurate and timely information., • Schedule client meetings and prepare necessary materials for comprehensive client reviews., • reviews., • Assist with client onboarding processes and perform routine account maintenance tasks., • Process client requests, which include handling deposits, withdrawals, and transfers., • Collaborate closely with our investment team to deliver pertinent information about portfolios and investment strategies to clients., • Proactively identify opportunities to enhance our clients' experience and streamline operational processes., • Maintain precise client records and ensure accurate data management within the CRM systems., • Adhere to strict compliance policies and procedures., • Provide support to other team members when required. Qualifications: • Bachelor’s degree in Finance or related degree, • 7+ years’ experience in wealth management for either a RIA or Broker Dealer, • At least 3+ years’ experience managing a team, • Experience with the Pershing platform, NetX360, • Familiarization with complex entity structures (trusts, partnerships, corporations, etc.), • Experience working with alternative investments and the subscription process, • Close attention to detail. Ability to work independently as well as a member of a team., • Strong understanding of Microsoft Office.

Develops and documents sales tactics and positioning that deepens relationships and uncovers and advances sales opportunities. Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through predominantly elec

Job DescriptionDescription: Residential home builder, William Ryan Homes, is looking for an experienced and highly motivated Sales Counselor to sell new homes in our Dallas-Ft. Worth area communities. The right candidate is committed to selling our homes in a personal and professional manner, providing 100% customer satisfaction while meeting all assigned sales goals. We offer our Sale Representatives • A competitive commissioned based salary structure, • Work at Model Home sales office Saturday’s, Sunday’s and 3 days during the week, 10am - 6pm, or by appointment, • Provide outstanding customer service at all stages of the construction process – from sale, to close, to warranty, • Maintain professional and personal relationships within the Broker community and Developer liaisons, • Actively participate in social media and direct mail campaigns to drive traffic to Sales Counselor, • Ability to work independently, • Knowledgeable in new home designs, options, and features, • Proven aptitude for selling in residential homebuilding environment, • Two (2) years prior experience in New Home Sales or equivalent retail sales experience, • Minimal travel required; employee must own or lease a vehicle and possess a valid driver’s license with insurance coverage

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. VP, Consultant Relations The VP Consultant Relations will be responsible for executing on our consultant relations strategy and building our partnerships and relationships with the top consulting and brokerage firms. As part of the role they will both educate on the Lantern value proposition and differentiators for our surgery, cancer, and infusion care products, while simultaneously gathering insight and feedback to help Lantern continuously refine our messaging and support for our consultant partners. This individual will also partner closely with Sales and Client Success on relevant consultant-led client growth and expansion opportunities. Location: Remote | USA | Travel Required (Western Territory - Covering Pacific and Mountain time zone region) Responsibilities: The VP Consultant Relations is instrumental to driving top of funnel as well as winning in the marketplace. Through their work to educate and nurture consultant relationships, they will build on our consultant/brokerage channel as our top referral source. When appropriate, they will also stay close to active deals through the sales lifecycle, partnering with Sales and Solutions Consulting to tailor the deal strategy, while leveraging consultant/broker relationships to gain insights and influence decision factors. • Building relationships: at both the national and local market level allowing us to influence and educate the intellectual capital point of view, while driving business referrals locally., • Developing content: in partnership with the marketing and sales enablement team that is specific to consultants in general and further tailored to each firm when relevant, • Educating the marketplace: building awareness around the category (surgery COEs and cancer support) and how to evaluate solutions in this space., • Grow the business: both in terms of growing the number of opportunities to provide proposal as well as Lantern's win rate with each consulting/brokerage firm., • Identifying opportunities for improvement: both within and outside of the consulting relations mandate and where appropriate how to address the opportunities., • Top of funnel growth: Success will be measured for the team by the number of employee lives added to the pipeline through consultants and brokers. Requirements: • 10-15 years of professional experience working with employer health care benefits, either in health and benefits consulting and/or in a client- or consultant-facing role within a health care solution/vendor., • Deep relationships and credibility across 1 or more of the top consulting/brokerage firms., • Ability to influence client and consultant points of view and decisions with a thoughtful, data driven perspective, supported by real-life experience., • Experience in consultative sales or business development., • Strong communication skills, both written and verbal, with the ability to confidently convey complex information and messages to a broad and diverse audience, both internal and external., • Clear understanding of the mechanics of self-funded medical plans and the relationships between health plans/third party administrators, health care providers, and plan sponsors., • Effective interpersonal skills with the ability to work independently and within a team environment, both externally facing and behind the scenes., • Comfortable working in a high-growth, fast-changing environment; organized, adaptable, diligent, and self-motivated., • Passion for Lantern's mission and collaborating with others., • 3-5 years as a health and benefits consultant within one of the top consulting/brokerage firms., • Strong analytical skills, including experience working with medical claims data to project savings/program impact., • Knowledge of broader ecosystem of point solutions and health care disruptors selling to self-funded employers., • Ability to adopt continuous improvement mindset and actively contribute to the processes and procedures of the larger Commercial team., • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Flexible Paid Time Off, • Paid Parental Leave Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job DescriptionDescription: William Ryan Homes is a new-home construction builder operating across the United States that is gearing up to double in size over the next two years. At WRH, we believe that hiring the right people means nothing without a proper system that promotes continued success and career advancement. When you join our team, you will be provided with a first-class on-boarding experience, continuing professional development and support from industry experts, and best-in-class tools to help ensure you reach your goals and grow your career. WRH is searching for an experienced and motivated sales professional to join our team as a Full-Time Assistant Sales Counselor. In this position, you will be responsible for learning the WRH sales process and completing training assignments with the goal of becoming a WRH Sales Counselor. This position is responsible for learning, and assisting with, all aspects of the home selling process including, but not limited to: • Attending all department meetings, • Learning the WRH sales process, • Observing the sales process by shadowing Sales Counselors, attending new Prospect appointments, phone call, and email follow-ups, • Understanding the customer experience, • Developing professional and personalized relationships with broker community and master plan developer liaisons, • Learning Sales administrative functions and expectations, • Learning WRH product positioning and USPs, • Learning how to use the WRH sales software and programs, • Adhering to all company policies and proceduresRequirements, • Two (2) years prior experience in Sales or equivalent experience, • High School Diploma or equivalent, • Excellent technology skills, including Microsoft Office, familiarity with social media and modern digital outreach programs., • Minimal travel required., • Employee must own or lease a vehicle and possess a valid driver’s license with insurance coverage., • A competitive salary, • Excellent benefits including health, dental, vision, and 401k plan.

Another perk of working at the REAL #1 firm in Dallas/Fort Worth is that we have over 250 businesses for sale. As our team grows in size and depth, we are looking for additional business-savvy professionals to continue our mission of supporting small businesses in Dallas/Fort Worth. The REAL #1 busi

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 IixaUE6l1i

Job DescriptionDescription: NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. Job Details: NexPoint is one of the fastest growing DST sponsors in the country and currently seeking a National Accounts Director responsible for promoting NexPoint’s 1031 exchange eligible DST offerings, Reg D offerings and interval funds, along with other closed end and open end funds. The Director, National Accounts will work closely with head office staff at prospective client organizations and research teams at key broker dealers to get placement of NexPoint’s funds on recommended/preferred lists. The individual is responsible for representing NexPoint in these distribution platforms. Responsibilities: • Develop and maintain business relationships with financial advisor professionals in the sales territory, • Maintain a high-level understanding of NexPoint’s wide range of investment products and global investment views, • Support advisors with day-to-day account management and client servicing, • Maintain and develop client relationship, preferably across multiple asset classes, • Ensure strong product knowledge capable of explaining and discussing a range of investment strategiesRequirements:, • Must have a proven track record of success with Independent Broker Dealers, preference for experience working with Registered Investment Advisors, • Minimum 5 years’ experience in Key Accounts Role with extensive IBD & RIA relationships, • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory, • Bachelor's Degree, • FINRA Series 7, 63 licenses required, • Must be capable of creating relationships, and maintaining and strengthening existing relationships, • Must have demonstrated level of intelligence-analytic and quant ability, ability to grasp and articulate complex topics, • Innovative mindset with a constant eye on new approaches to accomplishing their goals, • Ability to travel extensively Compensation & Benefits: NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.

Job Description Regional Manager - Dallas, TX The Regional Manager is a leadership role responsible for overseeing the management and operational aspects of a portfolio of communities within the Build-to-Rent (BTR) sector. This role demands a profound understanding of property management, resident relations, operational efficiency, and technology integration, aimed at ensuring an exceptional standard of living for residents while optimizing community performance. Portfolio Management: • Coordinate and implement portfolio-wide strategies for the properties to achieve or exceed budgeted occupancy rates and maximize revenue., • Oversee on-site management and leasing staff, centralized portfolio support, and collaborate with company support, corporate departments, and other divisions to achieve optimum results, technology platforms, and best practices for both stabilized communities and lease-up projects., • Manage property operations' team members, including resident support roles, leasing staff where applicable, portfolio/community managers, and service work order coordination to enhance resident satisfaction., • Coordinate with department heads or corporate support for construction, marketing, leasing, accounting, or other project-related/peak season needs, including Marketing and Leasing Department Heads to develop sales and marketing strategies, lease-up plans, and special campaigns on a quarterly or market-driven basis., • Work to meet or exceed occupancy goals, striving for 100% occupancy., • Streamline the on-site lease application process and provide guidance for exception processes following the Rental Qualifying Criteria (RQC)., • Foster positive resident relationships by addressing concerns, resolving disputes, and maintaining open lines of communication. Create strategies for pro-active resident outreach and satisfaction surveys., • Oversee the resident onboarding (or move out) process, ensuring a smooth move-in experience and effective orientation to property amenities and services., • Manage the development and execution of resident renewal campaigns with on-site staff., • Recruit, train, and mentor onsite teams for stabilized communities, centralized support teams and creating development plans and staff projections each quarter for performance reviews, 306090 plans, and scalability plans with lease up conversion to stabilized at 90% occupancy., • Partner with HR to update KPIs or evaluation measures based on changing job scopes., • Develop and manage property budgets for the communities by analyzing financial statements, reviewing marketing information, and assessing operational reports to establish performance patterns., • Monitor expenditures, utility consumption and other related property expenses for savings, efficiency and to ensure they are within budget., • Work with Accounting to maintain financial control., • Audit lease documents and pre-lease reports quarterly for accuracy., • Monitor the ambience, cleanliness of model homes, tour paths, and general curb appeal through team efforts and oversight., • Provide reporting to internal and external contacts, including investors., • Respond to ad hoc questions, special projects, and inter-departmental requests., • Monitor and review Asset Management reports on a pro-active basis along with a formal monthly review / variance report., • Regional / Portfolio support for Business Insurance or Risk Management coordination related to property operations and HOAs., • Ensure properties adhere to local, state, and federal regulations, including fair housing laws and health and safety standards., • Manage legal matters related to property management, including lease agreements, evictions, and other tenant-related issues. Qualifications: • 7 plus years of progressive experience in residential property management, with a focus on the Build-to-Rent sector., • 2+ Leadership experience, including team management and development., • Bachelor's degree preferred in business, Real Estate, Property Management, or a related field., • High School Diploma/GED required, • Certified Property Manager designation a plus / Certificate-based Property Management training credentials, • Licensed Texas realtor agent or broker strongly preferred., • Proven track record of successful portfolio management and operational leadership., • Strong financial acumen and experience managing budgets and financial performance., • Excellent interpersonal and communication skills, with the ability to build and maintain positive tenant relationships., • Familiarity with property management software and technology solutions., • Knowledge of relevant laws and regulations governing property management., • Strong Technology literacy and solid understanding of operating Yardi software Essential Functions: • Adheres to a set work schedule, Monday through Friday with holiday and weekend coverage at times, but a minimum of 1-2 times per month during peak seasons or times of coverage needs., • Ability to access, input, and retrieve information from a computer and/or electronic device., • Ability to have positive, professional, and effective communications at all levels including residents, prospects, vendors, executives, investors, customers, co-workers and others as needed., • Ability to sit or stand for long periods of time., • Ability to move around work environment including stairs and construction sites., • Comply with company policies and procedure. Job Posted by ApplicantPro

Job DescriptionSun Holdings is one of the largest franchise organizations in the U.S., proudly supporting over 1,300 restaurant locations across 31 states. We provide franchise management services to some of America's most beloved brands, including Applebees, Arby's, Burger King, Cantina Laredo, Freebirds, Golden Corral, IHOP, McAlisters, Papa Johns, Popeyes, Taco Bueno, and Uncle Julios. Join our team of hands-on problem-solvers! Job Summary: Are you a strategic and driven In-House Real Estate Broker / Manager, ready to support the growth of our nationally recognized franchise brands? In this mid-level corporate role, youll lead real estate site selection and negotiations for new restaurant and retail locations, ensuring each deal aligns with our expansion strategy. From evaluating market trends and financial risks to negotiating leases and collaborating with landlords, youll play a key role in scaling our portfolio. If you have a strong background in retail or QSR real estate, thrive in a fast-paced environment, and want to contribute to a high-growth organization, wed love to meet you. What Youll Get (Benefits): • Competitive Pay Your talent and hard work wont go unnoticed., • Health & Wellness Coverage Medical, dental, vision, disability, and life insurance plans to keep you and your family feeling your best., • 401(k) & HSA Match Helping you invest in your future (and putting more back in your wallet)., • Generous Time Off Paid vacation, sick time, and company holidays to recharge and reset., • Free Meals on Duty Enjoy lunch at one of our nearby brand locations., • Career Growth Were growing fast, and we love to promote from within., • And more good stuff Because working with us should feel rewarding every day. What Youll Do (Responsibilities): As our In-House Real Estate Broker / Manager, youll lead the charge in sourcing and securing high-performing sites across our expanding portfolio. Youll identify new retail and restaurant opportunities, negotiate lease terms, and work cross-functionally with legal, finance, and operations to support successful deals. With a strong focus on market research, demographic analysis, and risk assessment, youll guide real estate strategies that balance growth and profitability. Your relationships with landlords, brokers, and developers will strengthen our pipeline and keep our expansion on track. What Youll Bring (Requirements): • Active Texas commercial real estate license (required), • Professional certifications such as CCIM or SIOR are a plus, • 3+ years of experience in commercial real estate, preferably in restaurant, retail, or franchise development, • Strong negotiation and contract management skills with experience closing high-volume transactions, • Familiarity with strip malls, retail centers, and QSR real estate, • Proven ability to manage a multi-location real estate portfolio, • Proficiency in lease administration tools and financial modeling software, • Strong understanding of zoning laws, permitting processes, and site feasibility At Sun Holdings, were committed to providing a safe, efficient, and supportive environmentfor our team and the guests we serve. Were proud to be an Equal Opportunity Employer. Curious about who we are? Check us out at . This role is based on-site at our Dallas HQ (MondayFriday), where great teamwork, daily collaboration, and a supportive culture helped us earn a spot on Newsweeks list of Americas Greatest Workplaces in 2024.

Job Description Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. This position will be responsible for the day-to-day operations of a portfolio of assets. The Regional Manager must be a team leader and serve as an effective internal and external communicator amongst multiple disciplines and organizational tiers. The Regional Manager should possess a forward-looking perspective focusing strategically on enhancing the value of the portfolio through development of on-site team members and vendors. PRINCIPAL JOB ACTIVITIES: • Effectively manage assets for a portfolio of high-quality retail and mixed-use assets, coordinating all related business disciplines to maximize value creation. Including travel to the properties (East Coast) as needed., • Assist as needed to fill in for vacant or vacationing General Manager positions within region, including overseeing one property or a portfolio of assets which may or may not have on-site staffing. This includes all aspects of property management (operations, reporting, collections, lease enforcement, etc.)., • Provide oversight through weekly scheduled communication with assigned General Managers and property visits and inspections of each property within the assigned portfolio., • Attend client/partner visits., • Work with property teams, owners, and Asset Management to develop business plans for each property within the assigned portfolio., • Lead and mentor members of the property management team., • Foster a creative, driven, and collaborative culture and assure the continuity of a qualified, professional, and responsive staff., • Create and maintain standards of property physical excellence to Centennial standards., • Work with General Managers to prepare and manage annual operating budgets in accordance with Centennial and client return expectations to maximize property operating income and cash flow., • Review, analyze, and guide portfolio financial performance for all properties assigned., • Review all manual billings, write offs, Q-checks, reforecasts, budgets, utility billings, financial reporting, service agreements, capital expenditures, and other operating items., • Ensure all properties meet established deadlines. This includes internal and external reporting, capital improvement projects, departmental or company deadlines, etc., • Evaluate service agreement requirements and costs, and ensure contracts are bid as required by management agreements and best practices of property management., • Review all property service agreements, property management originated construction service agreements, capital expenditures, and other operating items within the company's signature authority policy and parameters set forth in each property's management agreement., • Develop and implement proactive strategies to resolve property's operational, financial, and compliance related challenges., • Oversee and assist General Managers in forecasting, planning, and managing capital improvement projects., • Review of all property management agreements for thorough knowledge of requirements., • Control costs through staffing / outside contractor level assessments and analyze both operating costs and non-operating costs (e.g., capital expenditures)., • Establish and maintain relationships with key merchant personnel, major vendors, organizations, and municipal officials., • Assist in property risk management initiatives and activities., • Promptly address tenant issues and establish follow-through procedures including determination as to when written correspondence is necessary., • Execute and promote the operations procedures and policies to ensure conformity with management agreement requirements, internal policies, protocols, and superior client services., • Assist General Managers with monitoring and supervising tenant improvements and capital improvements., • Ensure optimal functioning of property and building systems., • Work with property teams to routinely update and review emergency procedures, preventative maintenance, and operations programs., • Coordinate construction activities with Centennial's Tenant Coordination, Development department and the property team., • Oversee the administration of insurance requirements as it relates to vendor contracts and receipt of Certificates of Insurance., • Investigate, report, and resolve all security, insurance, tenant, or community related incidents related to assigned properties, as necessary., • Gather, analyze, and report statistical and financial data required to provide accurate assessments of property performance and support decision-making., • Understand process and calculation of pass-through charges (to include estimates, true-ups, and oversight of billings with Accounting Department)., • Monitor collection of rent for assigned portfolio., • Demonstrate the core values necessary to pursue the highest standards of excellence., • Be a team player that integrates with other Centennial associates to effectively extend Centennial organizational culture values to property teams., • Lead or assist with departmental initiatives as assigned by VP or EVP of Property Management., • Onboarding of new properties as assigned. REQUIREMENTS: • Bachelor's degree in business, finance, real estate development or related field and/or sufficient experience to provide strong leadership in property management practices and techniques., • A minimum of 10 years of property management; experience managing a property management department or division strongly preferred., • Management experience to include regional shopping centers and/or mixed-use projects, and outdoor lifestyle centers., • CRRP, CSM, CPM and State Real Estate Broker license preferred. Prior Senior Management experience and skills in physical property management, financial analysis, and customer relations., • 3rd Party Property Management experience preferred., • Active Real Estate License preferred but not required., • Demonstrated success in leadership, staff development, training, and team building., • Demonstrated success in business plan development and execution for properties personally managed., • History of success and growth within an organization., • Strong quantitative and qualitative skills with above-average financial acumen., • Ability to adapt quickly and effectively to changing assignments and additional tasks., • Outstanding interpersonal communication, problem solving and organizational skills., • Strong knowledge of property management and tenant/landlord practices, laws, rules, and regulations. Good command of commercial property management and leasing practices., • Ability to analyze, evaluate and act on issues and/or problems, reach sound conclusions and take appropriate action., • Ability and desire to innovate and grow., • Strong PC skills and knowledge of software and financial models in programs such as Excel, MRI, Yardi, etc., • Detail oriented, responsive, proactive, organized, and analytical., • Polished presentation and negotiation skills., • Proven ability to establish and meet project goals, timelines, and milestones. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • The employee must occasionally lift and /or move up to 30 pounds., • While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is regularly required to sit. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl and taste or smell. Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Pay Range$150,000—$150,000 USD Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community. #centennial #createdbycentennial All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Middle Office Escalations Specialist Office Location: Dallas, Texas About the Team & Role: We are seeking a detail-oriented and client-focused Middle Office Escalations Specialist to join our team at Moomoo Finanical Inc. This role requires a deep understanding of trading and investment strategies, as well as strong communication and problem-solving skills. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Respond to and resolve trade escalation inquiries promptly and accurately, • Develop subject mastery in trading strategies, derivatives, and investment products to provide tailored support to clients, • Investigate root causes of issues and coordinate cross-functionally with Trading, Compliance, and Operations teams to ensure timely resolution, • Cultivate strong client relationships by providing proactive communication and ensuring timely dissemination of relevant notices and updates, • Serve as a backup for reviewing and processing account applications, client profiles, and account openings to maintain service continuity Requirements What You Bring: • Bachelors in Business, Finance, economics or related field, CFA certification, 2 years experince or combination, • Strong understanding of equity and derivatives markets, trading platforms, and order lifecycle, • Strong interpersonal and written communication skills, • Highly motivated with capability to work with minimum supervision, • Ability to prioritize and multitask effectively under pressure and excellent organizational and time management skills are essential, • Ability to investigate complex issues, analyze root causes, and drive resolutions efficiently, • Fluent in Mandarin preferred, • FINA Series 7 & 63 required, 24 preferred Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Novatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced Worker's Compensation Brokers for your area location. We are searching for candidate(s) who have demonstrated success in the comp markets. We are expanding our capabilities for revenue generation and have a very generous compensation package to offer. Requirements: • Oversee the preparation of Work Comp 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 required or within 90 days of hire., • 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 vLMHlktZNB

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job DescriptionDo you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge yourself to continue to grow and develop? Then we are looking for you! Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals. When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including: • An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage, • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education, • Ongoing career development, empowering you to discover your own career path, • Opportunities for advancement driven by performance and attitude, • Competitive compensation that aligns your interest with the client’s, instead of working against each other • CFA (any level), • A thorough understanding of the investment industry, • A desire to develop longstanding relationships as opposed to selling products or trading accounts, • A tremendous desire to explore new opportunities and challenges, • Client-focused Don’t miss it, though, these are coveted positions within the firm and tend to fill fast. Take your career to the next level and apply today! From unmatched service to innovative perspectives on investing, it’s the people that make our client’s purpose possible. After all, it’s their people that enable them to offer the level of service that we do. And they invest in them accordingly, offering exceptional benefits like: • 100% coverage of premiums for health, vision and dental insurance, • A 50% 401(k) match, up to the IRS maximum, • 8 week paid Primary Caregiver Parental Leave, • And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.

Job Description Join Our Fast-Growing Team! Position: Life Insurance Agent (Remote or Local) Compensation: 100% Commission-Based + Bonuses & Incentives Make an Impact. Leave a Legacy. About Us We’re a fast-growing, independent life insurance agency on a mission to help families protect what matters most. If you’re someone with an entrepreneurial spirit and a heart for helping others, you’ll fit right in. We’re committed to providing you with the tools, training, and support you need to succeed at the level you desire. Your goals become our goals. Position Overview We are hiring both part-time and full-time Life Insurance Agents for remote and local roles. This is not a get-rich-quick scheme. It takes effort, discipline, and consistency. But if you’re self-motivated with a strong sense of purpose, you’ll have a team behind you every step of the way. All new agents participate in a 1-week training program covering: * Phone and appointment setting skills * CRM usage * Client interactions * Underwriting & application processes * Submission workflows As a broker, you'll represent over 40 top-rated insurance carriers, giving you the flexibility to meet every client's unique needs and budget. What You’ll Do * Connect with clients via phone, chat, Zoom, or in person * Educate and guide clients through our life insurance offerings * Deliver top-tier service with professionalism and integrity * Attend weekly training to stay sharp and up-to-date * Maintain accurate client records and provide ongoing support * Resolve client concerns efficiently and effectively * Strive to exceed personal sales and growth goals What We’re Looking For * A valid life insurance license (or willingness to obtain one — we can guide you through the process) * High ethical standards and a client-first mindset * Self-motivated, organized, and goal-oriented individuals * Team players willing to support others when needed * Excellent written and verbal communication skills * Comfortable using CRM systems and basic computer tools (training provided) * Background in sales or customer service is a plus, but not required * High school diploma or equivalent * Must have a valid U.S. driver’s license Benefits & Perks * 100% Commission-Based with uncapped earnings * Performance-based raises starting in your first month * Health & Dental benefits available * Work fully remote — from anywhere * Warm digital leads only — absolutely no cold calling * Earn free world-class vacations based on production * Supportive team culture with hands-on mentorship Are you ready to build a career that gives you freedom, fulfillment, and the chance to truly make a difference? Apply now and take the first step toward a rewarding future! Company DescriptionWe’re committed to protecting families from financial hardship through life insurance, debt elimination, and tax-free retirement solutions. We support our agents with the same dedication, helping them succeed while making a lasting impact.We’re committed to protecting families from financial hardship through life insurance, debt elimination, and tax-free retirement solutions. We support our agents with the same dedication, helping them succeed while making a lasting impact.

Job Description The Shannon Agency is excited to offer a fully remote position for an Insurance Sales Agent! We are in search of driven and dedicated individuals who are passionate about helping families protect their futures through life insurance and a variety of financial products. As partners with top-rated companies like Mutual of Omaha, you will have the resources to provide exceptional services to our clients. While experience in insurance sales or as a health insurance agent is preferred, we also provide robust training for newcomers after licensure. A life insurance license is REQUIRED in your resident state. The ideal candidate will demonstrate the following qualities: · Strong customer service orientation (a people person is essential) · Results-oriented while maintaining humility and coachability · Self-motivated and capable of independent work · Excellent communication skills · Ambition to grow quickly, with opportunities for fast-tracking into management · A genuine passion for helping others At the Shannon Agency, we are committed to leading by example and equipping every agent with the tools and support necessary for success. Our focus is on providing 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 strictly work with families and individuals who have expressed interest in our services. YES— This is a 100% commission-based income opportunity, plus potential company bonuses! First-year full-time agents typically earn between $80k- $90k+. Requirements REQUIREMENTS Include: · Life and Health Insurance License for your resident state · OR willingness to obtain a license— comprehensive guidance provided! · Professional demeanor while conducting business · Reliable internet access and a computer or laptop · Valid driver’s license · Clean criminal record The Shannon Agency is not looking for the "typical" salesperson; we seek motivated individuals who are coachable, teachable, and trainable! We desire those who are serious about making a positive impact on their lives, the lives of their families, and the clients we work with. If you believe this opportunity is right for you, we encourage you to apply! Benefits 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

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 DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why 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 jymDInzlyv

Job Description As an Insurance Sales Agent at Collin Edmonds Agency, you will have the unique opportunity to work with warm leads and generate new business through our established agency referral partners. This role is perfect for a proactive and experienced professional who excels in building relationships and providing top-notch insurance solutions. You will focus on offering personalized advice, managing client relationships, and expanding our client base through strategic networking with over +100 carriers to work with and growing! This is a NO COLD CALLING position with a high commission structure. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Mon-Fri Schedule Career Growth Opportunities Evenings Off Hands on Training Responsibilities Client Engagement: Utilize warm leads provided by the agency and establish connections with potential clients. Conduct thorough consultations to understand their insurance needs and provide tailored recommendations. Referral Partnerships: Develop and maintain strong relationships with our agency referral partners to generate new business opportunities. Leverage these partnerships to expand your client base and drive growth. Product Solutions: Analyze clients' current insurance coverage and recommend the most suitable policies across various insurance products, including life, auto, and property insurance. Application and Policy Management: Guide clients through the application process, ensuring all documentation is complete and accurate. Manage policy renewals and handle any client inquiries or adjustments. Relationship Building: Foster long-term relationships with clients through consistent follow-ups and exceptional service. Provide ongoing support and advice to meet clients evolving needs. Market Knowledge: Stay up-to-date with industry trends, product developments, and regulatory changes to provide informed and relevant advice to clients. Requirements Experience: Proven experience as an insurance broker or in a related sales role, with a strong track record of working with warm leads and generating business through referrals. Licensing: Must hold a valid Texas insurance license or be willing to obtain one within a specified timeframe. Skills: Excellent communication, negotiation, and interpersonal skills. Ability to effectively explain complex insurance products and provide personalized solutions. Attributes: Self-motivated, results-oriented, and able to thrive in a team-oriented environment. Strong relationship-building skills and a customer-focused approach.

Job DescriptionSalary: Join the fastest growing auto insurance agencies in the Chicagoland area! We are seeking motivated representatives to join our team and grow with the company. We are seeking to fill positions in our soon to open Dallas, TX office. About the company Insurance Navy was formed in 2007 based out of Palos Hills, IL and focuses on non-standard auto insurance sales and services. We currently operate in 5 states with 27 locations, with most being in the Chicagoland area. We strive to become the leading auto insurance broker in each state we operate in. About the position We are seeking motivated representatives to join our expanding team of service representatives and agents. These representatives will complete various tasks throughout the day, and will play a key role in the growth of the company. Tasks include, but not limited to, the following: • Opening and/or closing the office location, • Answering a high volume of incoming phone calls, • Assist with a steady flow of walk in traffic to the office, • Issuing auto insurance policies, • Ensuring office production goals are met, • Take client's monthly payment, • Assist the client with any policy change such as adding a driver, vehicle, changing address, and other changes., • Renewing insurance policies for clients, • Making office deposits, • More Why work with Insurance Navy? We are proud to offer generous benefits to all full time staff after a certain amount of time of being employed. Our benefits include the following: • Paid Training, • Paid Insurance License fees ($500 value), • Paid Vacation Time (as much as 120 hours per year)., • Paid Sick Leave (40 hours per year)., • Paid Holidays (6 holidays per year)., • Health insurance (50% paid by Insurance Navy)., • Wellness Program (gym reimbursement, therapy reimbursement, 1 paid wellness day, etc.). All licensed agents are eligible for a guaranteed monthly bonus on their production. There are absolutely no quotas or minimums to reach in order to qualify. There is room for growth in all departments of our company as we are expanding to different states all across the United States. If you think this position is a good fit for you, please feel free to apply and submit your resume and we will be in touch!

Job Description The Broker Assistant will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. Requirements: • Property & Casualty license is required., • Minimum of 2 years of previous P&C wholesale insurance experience., • Proficient in basic computer skills, such as Microsoft Office and agency management software., • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential., • Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy., • Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results., • Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient., • Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting., • Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems., • Processes renewals following agency procedures., • Remarkets accounts identified for renewal marketing following agency procedures., • Provides quotes to existing clients for additional lines of business as needed., • Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures., • Follows agency credit and collection procedures in invoicing and pursuing prompt payments. 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 4spCqZ58cI

Job DescriptionOur Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: • Casual Work Environment, • Generous Paid Time Off, • Flexible Work Schedule, • Great Benefits, • And More…Come take your career path to the next level! The Retirement Income Consultant will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff. Essential responsibilities and tasks of the Retirement Income Consultant are: • Serve as the primary resource for product inquiries, solutions, and current rate expertise via phone support for Level Four advisors., • Deliver annuity training to advisors and agency management via video conferencing, covering products, solutions, technologies, and applications., • Drive overall annuity business growth within the agency., • Analyze annuity holdings, develop tailored proposals, and effectively communicate annuity product objectives., • Provide up-to-date rate information as needed., • Execute communication, sales, and growth strategies., • Act as a subject matter expert on annuity products and technology platforms., • Conduct consultative and educational sales calls and presentations for advisors., • Document all interactions in the wholesaler CRM system, • Additional duties as requiredSuccessful Retirement Income Consultant candidates will have: Required • Insurance License, • 1+ years of experience in Broker/Dealer/RIA industry or back office support, • Proficient in Microsoft Office Suite, • Strong professional communication (written and verbal) skills, • Exceptional Attention to detail, • Strong organizational skills and be able to take initiative, • Bachelor’s degree or relative experience, • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions, • Possesses critical thinking, analytical and problem-solving skills, • Enjoys working in a fast-paced, team-oriented environment, • The ability to maintain accuracy and focus when working with large amounts of dataPreferred, • Prior experience opening client investment accounts in a wealth management office, • Current or prior Series 7, 66, 63 and/or 65 registrations, • Knowledge of variable annuities, • Salesforce, • Orion aEC19mBdFT