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Job Description Job Type: Full-Time | Commission-Based About Us – Lion’s Gate Medical We are a dynamic and client-focused commercial real estate firm specializing in medical and office real estate. Our team is dedicated to delivering strategic solutions that help businesses grow, relocate, and thrive. We are seeking an ambitious and driven Associate Commercial Real Estate Agent to join our team and build a rewarding career in commercial real estate (CRE). Position Overview As an Associate Commercial Real Estate Agent, you will support senior brokers in client service, market research, and transaction management while developing your own client base. This role is ideal for a motivated self-starter who thrives in a fast-paced, entrepreneurial environment and is eager to learn the business from the ground up. Key Responsibilities • Assist senior agents in managing active listings, lease negotiations, and property tours., • Conduct market research, analyze trends, and prepare comparative market analyses., • Develop and maintain a database of prospects, property owners, and tenants., • Prospect new business opportunities through networking, cold calling, and marketing campaigns., • Prepare proposals, marketing materials, and financial analyses for client presentations., • Manage transaction timelines, due diligence, and client communication., • Attend industry events, networking functions, and client meetings., • Active Real Estate Salesperson or Broker license (or ability to obtain)., • Bachelor’s degree in Business, Real Estate, Finance, Marketing, or related field preferred., • 1–2 years of professional experience in sales, real estate, or business development (internship experience considered)., • Strong written and oral communication., • Solid negotiation and interpersonal skills., • Highly motivated, entrepreneurial mindset with the ability to work independently and as part of a team., • Proficiency in Microsoft Office Suite; experience with CRM systems and CoStar/LoopNet a plus., • Training, mentorship, and guidance from experienced senior brokers., • Access to cutting-edge CRE tools, databases, and resources., • Opportunities to participate in high-value transactions across multiple asset classes., • Competitive commission structure and performance-based incentives., • With a minimum of two days in the office, a collaborative, growth-oriented work culture. Company DescriptionLion’s Gate Medical offers a wide range of commercial real estate services. Our mission is simple. We want to create inviting spaces for healing and success. Be your trusted advisor. Incorporate a village of stakeholders to promote thriving communities. Produce environments that are leading edge. Core Values: Respect. Commitment to promoting healthy communities. Excellent service.Lion’s Gate Medical offers a wide range of commercial real estate services.\r\n\r\nOur mission is simple. We want to create inviting spaces for healing and success. Be your trusted advisor. Incorporate a village of stakeholders to promote thriving communities. Produce environments that are leading edge.\r\n\r\nCore Values:\r\nRespect.\r\nCommitment to promoting healthy communities.\r\nExcellent service.

Job DescriptionTITLE: BANK LOAN SPECIALISTClient X is a fast-growing service-driven global administrator. We feature a unique technology platform with one of the most experienced service teams in the industry. Client X provides fund administration, middle office services, integrated risk & portfolio management, regulatory & compliance reporting, tax support, and complete shadow accounting services, underpinned by SOC 1 certified controls. Client X supports all investment strategies within hedge funds, funds of hedge funds, private equity funds, asset managers, managed accounts and managed account platforms, UCITS funds, and other institutional investment programs such as pensions and endowments. Our services are completely customized for the needs of our individual hedge fund, fund of hedge funds and private equity fund clients. Client X employs professionals globally across offices in the United States (New York & Dallas), Grand Cayman, Ireland (Dublin & Cork), Luxembourg, Poland (Krakow), Bulgaria (Sofia), and Australia (Sydney).Job Description:As we continue through a period of explosive growth, Client X is searching for future leaders who can make an immediate impact on our already successful team. We’re seeking Hedge Fund professionals with one to four years of experience who are decisive, energetic, and self-starting. We expect successful candidates to assume considerable responsibility within six to twelve months, serving as the main point of contact on multiple client relationships, independently on-board new clients with the guidance of senior team members, and participate in cross team projects.In addition to a focus on traditional middle office responsibilities such as trade capture, valuations, and break resolution; the candidate will be expected to take ownership of customized client requests, hold conversations with senior Hedge Fund personnel, and actively engage in our internal development initiatives. They also must maintain loan product knowledge to input, review, analyze and process syndicated bank loan portfolios.Responsibilities: • Utilize credit agreements and information obtained from the Funds or third parties to set up new loan facilities in Client X proprietary system, • Monitor and process all involuntary maintenance events such as but not limited to, paydowns, drawdowns, commitment reductions and interest rate changes as provided by Agent Bank or private servicing agent, • Obtain facility and contract details through direct interaction with the Agent Bank or other private servicing agents, • Identify any missing or inaccurate pay down/drawdowns, interest and restructure receipts/payments, • Resolve all executing broker and agent bank issues related to processing and accurate booking of the Fund’s bank loan positions with the assistance of the Investment Manager if necessary, • Review trade confirmations, assignment agreements, and pricing for accuracy, • Compare Funding Memo against independent Client X calculations, • Coordinate trade settlement with Broker, Agent Bank, and Investment Manager, • Report trade settlement status to Investment ManagerPre-requisite Knowledge, Skills and Experience:, • Accounting, Finance, Legal or Business Degree., • 1-4 years’ experience in a similar environment, ideally with exposure to Hedge Funds, • Knowledge of syndicated bank loans and credit markets., • Work experience with loan administration, loan closing, or loan servicing (reconciling interest rate changes, advances, rollovers, repayments, interest and fee payments and other loan related activity)., • Experience with bank loan administration systems and loan research tools a plus., • A familiarity with excel is required and an understanding of relational databases is a plus., • Influential team players with the ability to collaborate effectively, • Clear communicators, who can articulate their actions, identify root causes, and suggest improved ideas., • Adaptable coalition builders, who listen and understand, weighing information before making decisions., • Confident and conscientious with a focus on constant learning and development

Job Description Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If yes, consider becoming a Financial Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help you balance your income while you complete our training program. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing agents and advisors. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, and Individual Disability Insurance, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351. Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k), and a pension. Compensation: $100,000 - $150,000 Responsibilities: • Mentor your team, evaluate their sales performance, and help them improve, • Identify, seek out, and generate prospects continuously using social media or other marketing tools, and create strong relationships with new clients as their trusted advisor, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Business-minded professionals who are destined to build and lead teams join New York Life with a vision for their career and a strong sense of purpose. You may qualify for the program if you’ve completed your MBA within the past 24 months, have management experience, or have owned a business. Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas: • Listening and presenting, • Cultivating relationships, • Connecting emotionally, • Simplifying complex topics, • Educating and coaching As a candidate of the Fast Track Management Program, you’ll join New York Life as a financial professional to gain hands-on experience. Once you have met the program requirements, which typically takes 12 months, you’ll be eligible for a promotion to Associate Partner. You’ll build and lead your own team with the support of a Fortune 100 company. Our development managers and product consultants will support you in teaching your financial professionals everything they’ll need to know. Additional qualifications: • Bachelor's degree (Preferred), • Sales Experience: 2 years (Preferred), • Must live in the Dallas/Fort Worth areaAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Job Description A top client is hiring for a Senior Business Development Manager (SBDM) in Texas. As the SBDM, you will be responsible for establishing and maintaining relationships with potential clients and partners. The SBDM will drive wellness program sales through a multi-channel approach including brokers, resellers, and B2B. You are responsible for nurturing sales leads that are populated through internal marketing campaigns, sourcing outbound leads, and qualifying interested prospects. The SBDM will generate a strong pipeline of qualified leads and expand relationships with benefit consulting firms and wellness industry partners, resulting in securing contracts with new clients and supporting the overall growth of the company. This position requires an approachable, flexible and motivated employee, with a positive attitude and the ability to fulfill deliverables quickly and has a history of meeting and exceeding quotas. Success in this position is measured by maintaining and growing broker and partner relationships and achieving all sales and pipeline goals. As the Senior Business Development Manager you will: • Learn, maintain, and consistently expand knowledge and understanding of company products, services, processes and procedures, and value proposition, • Qualify all incoming leads generated through web and marketing campaigns; scout new business prospects in target markets by cold calling and using web tools, • Build a sales pipeline that meets or exceeds sales targets, • Educate new leads on company products and services, understanding and identifying client needs, • Demonstrate solution capabilities as required for prospects and/or broker partners, • Communicate high-impact messaging that empathizes with the client’s situation and offer program solutions that are appropriately suited for them, • Create comprehensive proposals for prospects, • Understand marketing strategies to promote the company’s products and services and increase brand awareness, • Provide feedback into product development and marketing strategies, • Work with other BDMs to review growth strategies and plans to ensure sustained revenue, • Assist in training junior sales team members, as needed, • Participate in Account Management new hire training on the sales process, as needed, • Attend sales and finalist meetings, virtually and on-site, • Attend conferences nationally such as broker, industry, and product specific events, • Utilization of HubSpot to accurately record information including but not limited to prospect information, activity tracking, documents, proposals, communications, and all information related to the partner, the prospect and the deals, • Work closely with Account Management and Implementation leaders to provide insight into client contracts, • Achieve quarterly objectives To be successful in the role you must possess: · Bachelor’s degree in Business, Marketing or Communications preferred · 5+ years of experience selling to healthcare brokers in the wellbeing or healthcare industry · Proven success in Corporate Wellbeing, Benefits B2B sales and/or healthcare broker sales best practices · Proven success of meeting and exceeding sales targets, preferably in the wellness industry · Up to date with the latest industry trends, and able to articulate corporate wellness trends clearly and confidently · Exceptional negotiation and selling skills to close business deals efficiently while building strong, long-term relationships with clients and partners · Possess business acumen with a strategic ability · Results oriented with strong project management skills · Ability to communicate services clearly, and understand and identify customer needs · Outgoing, approachable, responsive, and motivated to be on the phone · Ability to collaborate effectively and respectfully with internal teams to ensure client needs are being met · Proficient in using technology and business software (HubSpot) to enhance efficiency and performance in business development activities · Excellent organizational, time management and follow-up skills · Ability to travel nationally as needed and a valid driver’s license is required Our client empowers their employees to make health and well-being a priority at work and in life. Their employees work in a friendly and supportive culture, and receive a competitive compensation and benefits package including: • Competitive salary, • Additional Incentives, • Growth opportunities, • Comprehensive benefits package - Medical, Dental, Rx, Vision, Life, Disability, Hospital reimbursement plan • 401k with employer match, • Employee Assistance Program through LifeMatters EAP, • Mental health benefits, including access to paid therapy, • Paid maternity leave after 12 months, • Paid Time Off including time off to volunteer in your community, • Casual dress code, • Wellness program and teambuilding opportunities with incentives, • Milestone anniversary program, • Ongoing training and education A salary of 80-95K/yr is offered in addition to uncapped commission. If you feel that you are a strong fit for this role, please apply today!

Job Description 📉 Are You Feeling Stuck at Your Current Brokerage? Discover a New Path. As a dedicated licensed agent, you deserve the support, leads, and results that match your hard work. At Funk Realty, we are committed to ensuring no agent feels like they're building a business alone. 🚀 What We Offer: • Daily broker support—yes, every single day., • Advanced tech tools and marketing systems that truly generate leads., • A genuine collaborative team culture., • Transparent commission plans designed to grow your business, not just the brokerage. 💬 You didn’t get licensed to struggle. Let’s connect. We’re actively seeking motivated agents ready to thrive with the right leadership, mentorship, and momentum. If you feel it’s time for a change—trust your instincts. 📩 Reach out to us confidentially or email to arrange a no-pressure conversation. Funk Realty | Built for Agents Ready to Succeed * As a Real Estate Agent with Funk Realty Group, You Will: • Diligently follow up with leads to maximize sales opportunities, • Build and nurture client relationships to generate more business, • Conduct expert buyer and seller consultations, • Host engaging open houses to attract potential buyers and showcase our listings, • Manage property transactions for a smooth, stress-free client experience, • Leverage your expertise to attract new clients and grow our business, • Provide in-depth local market expertise to answer any client questions Qualifications We Seek: • Sales experience (preferred but not mandatory), • Tech-savvy approach to embrace innovative tools and platforms, • Exceptional communication and networking skills, • Self-motivation and readiness to tackle challenges head-on, • Strong organizational and time management skills, • Valid Real Estate License (mandatory) While others may be slowing down, Funk Realty is soaring to new heights! In an expanding real estate market, we're thriving, and exceptional opportunities await. Are you ready to embrace growth and achieve your full potential? Apply now and step into a brighter, more prosperous future with Funk Realty! Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year (we have some agents making $300K!!!) shhhhh Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job DescriptionSalary: Join Luxaviation USA as a Senior Charter Broker Luxaviation Group delivers excellence in a comprehensive range of business aviation services tailored to our clients and partners. We are committed to the highest safety standards and strive to create a fulfilling work environment by fostering genuine, open, and engaging relationships with passionate professionals. To strengthen our presence in the U.S. market, Luxaviation USA is actively seeking an experienced Senior Charter Broker, ideally based in or with a strong network in New York, Los Angeles, Miami, or Houston. About the Role As a Senior Charter Broker, you will be responsible for developing and managing a portfolio of high-net-worth and corporate clients. You will play a key role in the end-to-end coordination of on-demand charter flights from quote to execution ensuring a flawless client experience. Key Responsibilities • Proactively develop and manage a high-value client portfolio (UHNWI, corporate accounts, family offices, etc.), • Identify and convert new business opportunities through strategic networking and industry intelligence, • Build and deliver bespoke commercial offers and charter quotes in a competitive environment, • Negotiate, close, and manage contracts tailored to client needs with the highest service standards, • Oversee the complete charter process: from flight planning, aircraft sourcing, and coordination to post-flight follow-up, • Collaborate with flight operations, crew, and handling agents to ensure operational excellence, • Provide high-touch client service including VIP meet & greet when relevant, • Be available for on-call duties (evenings/weekends on a rotating basis), • Ensure proper invoicing, payment follow-up, and budgetary compliance for each operation Profile and Qualifications • Minimum 5 years of experience in private jet charter brokerage or a similar high-end sales role, • Proven track record of closing deals and managing demanding clients, • Strong understanding of charter operations and aircraft performance, • Exceptional interpersonal, communication, and negotiation skills, • Strategic, autonomous, and results-driven mindset, • Fluent English required; Spanish or any additional language is an advantage, • Ability to work under pressure, with discretion and a client-first attitude, • Strong organizational and reporting skills, • Valid drivers license and ability to pass background checks What We Offer • A competitive compensation package including base salary + attractive commissions based on performance, • A key role within a globally recognized aviation group, • Access to Luxaviations worldwide fleet and resources to support your success, • A dynamic and supportive team with international reach

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. Trading Associate Office Location: Dallas, TX About the Team & Role: Trading Associate Moomoo Financial Inc is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance. Join our dynamic team at Moomoo as a Trading Associate, where your passion for finance and technology can thrive. As a Trading Associate, you'll play a crucial role in enhancing our customers' trading experience and building long-lasting relationships. Your work will focus on equities trading, options trading, margin investing, and related issues experienced by our fast‐growing presence in the marketplace. What You'll Do: • Communicate with customers using email, phone, and chat, providing efficient and effective solutions with kindness, • Professionally and efficiently resolve customer complaints, issues, and disputes, handling escalated complex cases when necessary, • Act as the voice of the customer by identifying and communicating customer pain points or opportunities to the product team, • Develop deep subject mastery and offer personalized support on complex trading strategies, derivatives, and investment opportunities, • Pursue additional licenses to broaden your professional expertise and contribute to the growth of our business, • Proactively develop and maintain strong relationships with high-net-worth customers, acting as their primary point of contact for trading-related inquiries, • Collaborate with internal teams to optimize trading operations and enhance the overall customer experience Requirements What You Bring: • FINRA Series 7 and 63 required, • Bilingual English/Chinese proficiency required, • Bachelor's degree or higher in Finance, Economics or related field Preferred., • Exemplary professionalism with meticulous attention to detail, patience, and empathy, • Strong crisis management and decision-making skills, • Excellent cross-departmental communication and coordination abilities, • Capable of working under high-pressure conditions, • 1+ years of relevant experience in the financial industry preferred, • Experience executing and managing trades across different asset classes preferred, • Knowledge of regulatory compliance requirements preferred, • The ideal candidate will demonstrate accountability by taking ownership of their actions, behaviors, performance, and decisions—including punctuality and attendance—while responsibly managing leave in accordance with their agreed entitlement. *Specific shifts will be scheduled according to business needs, primarily aligning with U.S. market hours 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, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $50,000 - $70,000. This role is also eligible to participate in our discretionary bonus plan. 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 DescriptionSalary: $80,000 FRANCHISE DEVELOPMENT MANAGER (SALES) POSITION SUMMARY Threshold Brands is a leading provider of home services across the US and Canada. Our family of brands offers unique services which revive a homes appearance and value, inside and out. We are seeking a Franchise Development Manager. This role will manage the life cycle and pipeline of the franchise recruitment process while utilizing internal and external partners, including brokers and operations and analytics to maximize growth opportunities within each brand. You will be responsible for new unit growth, coming from both existing and new franchisees. This is an amazing opportunity to achieve your financial aspirations while helping franchise candidates achieve theirs. KEY RESPONSIBILITIES • This position works in the Franchise Sales team and drives growth by managing qualified inbound leads and through cold calling to generate demand., • Engages with qualified inbound leads to move them through the sales process via various modes of contact., • Generates new sales leads via cold-calling into target market and businesses, • Effectively manage a pipeline with multiple contacts, • Meet metrics including daily cold calling targets, incorporation of defined discovery questions, call performance objectives, and monthly sales quotas CORE COMPETENCIES & MINDSET • You should have a sales hunter mindset, • Ability to drive and exceeds monthly sales targets and manage a pipeline, • Be a natural networker, • Have a do what it takes work style, • Be a collaborative team player PROFESSIONAL QUALIFICATIONS • Proven track record of franchise sales (home services a plus), • Ability to nurture a prospect through a sales cycle, • Demonstrable experience and relationships within broker community (previous experience required), • Microsoft Office and CRM skills required, • Knowledge of mapping software/territory checks a plus, • Ability to self-motivate in a fast paced, high growth environment, • Excellent telephone and customer interaction skills, • Ability for limited travel 25% Disclaimer: This job description is not intended to be all-inclusive. BENEFITS We provide a fun place to work where people are respected, learning is continuous, and cutting-edge ideas are always welcome. Competitive employee-focused benefits include: • Medical, dental, vision and other ancillary benefits on your first day of employment, • Remote work environment, • PTO, • Employee Assistance Program, • 401k Safe Harbor, • Collaborative, fun company environment and culture WORKING AT THRESHOLD BRANDS This is an exciting opportunity to work at a company that genuinely cares about its employees, franchisees, and customers! A company that believes in work-life balance, that it is okay to have fun on the job, and that invests in its employees by providing challenging opportunities and tools to deliver excellence! If these beliefs ring true to you, we invite you to read on. What do we do?We help entrepreneurs achieve their lifelong dream of success through business ownership. As a multi-brand franchisor, we plan to deliver multiple home services through individually owned and operated franchisee throughout the United States and Canada. We help our brands deliver superior customer service by providing a high touch National Contact Center, cutting-edge technology, fun and upbeat marketing and business coaching that adds real value. In a nutshell, our vision is to bea franchisee-friendly company, empowering entrepreneurs to deliver exceptional services to their communities. What are our roots?It all began in August 2020, when our flagship franchise, MaidPro, partnered with The Riverside Company (a private equity sponsor). Since then, weve been moving at a rapid speed growing both organically and through acquisitions. Today, we are 11 brands strong, supporting not only MaidPro but also Men in Kilts, Patio Patrol (formally FlyFoe), Pestmaster, USA Insulation, Plumbing Paramedics, Heating Paramedics, Sir Grout, Granite Garage Floors, Mold Medics, and Miracle Method. Our strategy is to keep adding great-performing brands to our portfolio, so were not slowing down. Were headquartered in Boston, Massachusetts, but really, were all over the map, with more than 400+ franchise locations across North America. COMPANY CULTURE Who are we?We are a collection of entrepreneurs, out-of-the-box thinkers, hospitality minded innovators. We thrive in a fast-paced, high-energy environment and we are steadfastly committed to adding value to everything we do. Who do we want on our team?We look for people who are natural learners, passionate about their careers and love to help businesses grow. Why work here?We provide a fun place to work where people are nice, learning is continuous, individuality is respected, and your cutting-edge ideas are welcomed. At the same time, were straight shooters. We support each other but we also challenge each other. You will be challenged every day, but it will be the best job you ever had.

Job DescriptionDescription: Lisamarie Wand Group/Mohr Partners, Inc. is seeking an enthusiastic Real Estate Assistant for our busy Nevada office. The mission of Lisamarie Wand Group and Mohr Partners Inc. is to provide the premier customer service experience for each commercial real estate and business broker client we work with. Knowledge we’ve gained through years of working in the local market empowers us to provide our clients with the advice they need to make informed decisions. Whether it’s leasing a commercial property, purchasing a commercial property, buying land, selling a business or negotiating a contract, each member of Lisamarie Wand Group/Mohr Partners Inc. is an experienced real estate professional who applies their expert skills to each step of the process to help each client achieve an outstanding result. Requirements: Who are we looking for: The R.E. Assistant is a vital connector between the public and our organization. The R.E. Assistant is essentially the face and voice of our company and is in charge of ensuring a positive first impression. The R.E. Assistant is responsible for facilitating cross-departmental communication, 5 star customer service and coordinating important meetings with client and business partners. This person will provide support to the Corporate Broker/Managing Partner (CB/MP). The role requires a balanced blend of independent problem-solving, accountability and confidentiality. Excellent internal and external communications are essential. The ideal candidate will have a positive, can-do attitude! Schedule: 20-25 hours per week in the office during business hours Reports to: Lisamarie Wand, Corporate Broker/Managing Partner Required Skills: ? Disciplined self-starter ? Lead generation & sales skills ? Problem solving skills ? Ability to perform accurately and with a sense of urgency ? Attention to detail ? Excellent time management skills ? Ability to take initiative and work independently ? Working knowledge of Google applications ? Graceful under pressure ? Excellent communication skills Key Duties include: ? Monitor and manage CB/MP’s calendar daily, ensuring deadlines are met ? Monitor and manage CB/MP’s email daily, ensuring timely responses ? Client screening and completion of initial intake forms ? Research, analyze and suggest property listings based on client criteria ? Prepare, file and organize contractual documents ? Developing, updating and maintaining Standard Operating Procedures (SOPs) ? Manage inbound and outbound calls ? Scheduling appointments, calls and travel ? Utilize transaction management software to input transaction data, documents and maintain compliance ? Utilize CRM software such as HubSpot and Constant Contact ? Contact outside brokers to confirm listing information and coordinate property tours ? Marketing/social media projects to include blogs, advertisements, videos, website content and more ? Event planning and coordination ? Maintain office appearance (keeping a clean workspace and ensuring office supplies are fully stocked at all times) ? Assess existing procedures for continuous process improvement ? Learn and utilize common Commercial Real Estate terminology ? Develop and maintain weekly reports for operations and accountability meetings ? Other duties as assigned Additional Knowledge/Skills: ? Strong written and verbal communication skills ? Exceptional organizational and project management abilities ? Bachelor’s degree preferred ? Real estate license preferred ? Ability to time-block and focus on priority tasks ? Knowledge of real estate and business sales regulatory compliance ? Ability to remain calm under pressure ? Dedicated to continuous learning and improvement ? Ability to maintain 5 star customer service ? Enthusiastic about learning the commercial real estate and business sales industry ? 2–4 years of sales/lead generation experience ? 3-5 years of administrative experience ? Proficient in Google Suite & Microsoft Office ? Proficient in social media platforms To learn more about us visit our website at

Job Description Seeking Client Development & Relationship Managers with Agency Leadership Capabilities Do you have a desire to help & serve people? Are you great in working with People? Do you have an interest in working with a leading national distributor of financial service products and services? Do you want access to state-of-the-art technology tools with integrated CRM, quoting and e-apps to manage your broker agency at no cost to you, allowing you to shop the top carriers for your clients? What about having the ability from day one to work with and copy how to build a national broker agency of Independent Broker Agents, providing an over-ride income stream? Are you someone who just does what it takes to keep the "Job", or are you willing to do what it takes? If the later, we have an awesome sales system to help you succeed! Do you desire to be part of a team and organization with an awesome culture, working with leaders that care about team members, and helping them be successful? If any of these apply to you, we need to talk! Our financial services broker agent team essentially responds to individuals, families, and business owners asking for help with their life insurance needs (final expense & mortgage protection) as well as for supplemental health; Medicare; Estate Planning Services; Retirement Savings; and Wealth Management needs. Our proven process allows you to work virtually from home to help these individuals, families, and business owners. We call & text people to set up appointments to meet with them in their home or virtually from our homes. There is NO COLD CALLING – just book appointments with those asking for help! Yes, you can make a great income right away, working this opportunity as a side income to start with. You have flexibility with your schedule. We provide the training and the technology to support you and your business at NO COST to you. This includes working with you to help build a national broker agency team from day one, offering an even bigger over-ride potential then what you can earn in personal sales. Copy what works from the top sales leaders and managers, including having the opportunity to work with our Managing Partners. We are part of the largest financial services sales organization in the world providing access to over 60+ top A rated insurance companies. Ability to handle all types of life insurance (term, final expense, accidental coverage, key-man coverage, IUL's & annuities), supplemental health plans, dental & vision plans, LTC plans, and full Medicare program (advantage & supplemental), as well as full client estate planning, wealth management & retirement savings programs. You do their shopping for them! You must hold a Life & Health Insurance Producer license or work with us to obtain one quickly! We provide you with a deep discount on required pre-licensing training. Incredible opportunity for Licensed Property & Casualty agents looking to transition to or add Life & Health lines! COMMISSION ONLY – 1099 Position - Commissions paid quickly – paid 3 times a week! Paying top compensation with fast promotional guidelines. Ability to earn awesome worldwide trips for 2+ and many bonuses. Responsibilities: • Schedule appointments by phone and text from those who are requesting insurance coverage, • In-Person or Virtually meet with clients to present their insurance options available to them, • Copy and use the proven sales process and agency building system already in place, • Develop an understanding of the different insurance and financial services products & programs available and who is eligible for them, • Promptly respond to and help clients, • Maintain and expand client relationships, • Provide a positive environment to your clients & team members Qualifications: • Life and/or Health Insurance Producer License, or ability to obtain one quickly, • Excellent People and Communication Skills, • Strong "Likeability" and Interest in Helping People, • Entrepreneurial Attitude and Team Player, • Self-Motivated, Disciplined, and Goal Oriented Individuals, • Great Listeners who are Teachable, • Live in the U.S. with your own reliable transportation, • High School Diploma required You are provided at NO COST TO YOU with awesome training, support, mentorship, and state-of-the art technology tools and applications with a CRM to help manage all aspects of your business and relationships, including your schedule, client information, client follow-up needs & opportunities, the carrier information & data, you & your teams compensation, and numerous other business management needs. We can process all client applications electronically with voice, text, or e-signatures. Our Vision: Inspiring Leaders to live an abundant life and be physically, mentally, spiritually and financial fit! Our Values: Integrity; Family; Service; Respect; Partnership We look forward to talking with you sometime soon! National Hiring Team K&M Insurance Group LLC, part of the Alliance Integrity Team Office: (440) 285-4927 Company DescriptionK & M Insurance Group LLC, DBA K & M Financial Partners, is a national financial services broker agency for all lines of insurance based in Ohio, which is part of the Alliance Integrity team. We specialize in life insurance, annuities, supplemental health insurance, Medicare programs, estate planning & protection, retirement savings, and wealth management programs. We provide access to a full array of companies and products, allowing our agents to help anyone, with any health history, between the ages of 0 to 89. There is no need to go anywhere else to help your clients with their life, health, and Medicare insurance needs, as well as estate planning and retirement savings to protect their future and their legacy!K & M Insurance Group LLC, DBA K & M Financial Partners, is a national financial services broker agency for all lines of insurance based in Ohio, which is part of the Alliance Integrity team. We specialize in life insurance, annuities, supplemental health insurance, Medicare programs, estate planning & protection, retirement savings, and wealth management programs. We provide access to a full array of companies and products, allowing our agents to help anyone, with any health history, between the ages of 0 to 89. There is no need to go anywhere else to help your clients with their life, health, and Medicare insurance needs, as well as estate planning and retirement savings to protect their future and their legacy!

Job Description FrankCrum is a Top Workplace! FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity! Click here to learn more about FrankCrum! The Role You'll Play to Create Success We are excited to announce our search for a full-time Broker Manager in Texas market! In this role, you will have the opportunity to impact the FrankCrum business everyday by promoting ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level. • Prospects, obtains, and develops successful broker relationships on a regional to national level to maintain profitable sales growth. Researches, identifies, and recommends new business leads., • Continually establishes new agent relationships., • Cold calls to obtain new business opportunities. Develops relationships with brokers, agents, accounting firms, CPAs, etc. to generate client referrals., • Develops and presents proposals and client specific solutions., • Educates brokers about the FrankCrum product line and provides updates and retraining on an ongoing basis., • Trains brokers on how to market and sell the FrankCrum product line., • Maintains professional licensing and technical knowledge by establishing personal networks, participating in professional societies and online webinars., • Develops and manages the External Sales Department’s budgets., • Sends out a minimum of two Constant Contact campaigns per month in addition to adding new contacts monthly., • Meet monthly goals regarding number of RFP's submitted, maintain Lead Trackers, and attend business meetings, trade shows, networking events, seminars, and conferences as directed. The Attributes We Seek • Keys to success in this position include exceptional customer service, written, listening and communication skills, and sales experience., • Knowledge of the PEO structure, cold-calling, prospecting, negotiation, and probability and risk management is preferred., • Able to work remotely and successfully manage the Dallas territory. Our Competitive Benefits Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including: • Health Insurance is zero dollar paycheck cost for employee's coverage and only $ 295 dollars a month for family!, • Dental and Vision Insurance, • Short Term Disability and Term Life Insurance at no cost to the employee, • Long Term Disability and Voluntary Term Life Insurance, • Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance, • 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match, • Employee Assistance Program at no cost to the employee, • Flexible Spending Accounts for Medical and Dependent Care Reimbursement, • Health Savings Account funded by FrankCrum, • Paid time off and holiday pay, • Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year, • PTO cash out, • Tickets at Work, • Access to the Corporate America Family Credit Union, • Employee and client referral bonus programs, • Paid volunteer time, • Disaster Relief Fund for employees What's Special About FrankCrum FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure. The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic! If you want to play this role to positively impact our clients' day-to-day business, then apply now! FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. This job posting will remain open continuously and qualified applicants will be considered as applications are received. Powered by JazzHR VfkiFEHzpH

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job Description Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results. We are currently adding experienced transportation producers in our Dallas office. Joining our sales team will allow you access to the markets, tools, and expertise needed to write more business. You will also work with a top-notch service team that will ensure that you retain more business. A bigger book of business = more money in your pocket! This position requires 3 years of experience in Transportation Insurance. Here are a few things that set us apart: • Our Team. 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients clearly identify the risks they face and develop the necessary steps to mitigate or avoid them, • Market Access. Our experience and reputation in the transportation industry give us the ability to secure the most competitive terms from the top insurance markets., • Our Solutions. We offer a full range of traditional and non-traditional insurance solutions, including in-house claims, safety management, and captive insurance services. We also offer an independent contractor platform and brokerage claims advocacy. The best part- the services aren't charged back to the producer., • Trucking Captives. We are the exclusive broker for 7 trucking captives, including the two largest in the world. There are over 245 captive members and a 99% retention rate in our captives. Pay & Benefits • Full salary + bonus, • Most Benefits start Day 1, • Medical, Dental, Vision Insurance, • Flex Spending or HSA, • 401(k) with company match, • Profit-Sharing/ Defined Contribution (1-year waiting period), • PTO/ Paid Holidays, • Company-paid ST and LT Disability, • Maternity Leave/ Parental Leave At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of "better every day" constantly pushing ourselves to be better than yesterday – that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on | LinkedIn | Facebook

Job DescriptionDescriptionThis is a client-facing position and with competencies and advanced knowledge of benefit programs, HR administrative functions, underwriting principles, medical funding arrangements, and plan design options. Emphasis on proactive client service and main liaison between the client and carrier/vendors. Key Responsibilities ∙ Overall client lead for implementation, renewal, open enrollment, and ongoing service. ∙ Onboard new clients by working with incumbent carriers for takeover information, prepare internal new business documentation, ensure carrier appointment/licensing paperwork is in place. ∙ Lead renewal process with carriers, negotiations, and plan alternatives, with or without VP of Operations, depending on account size and complexity. ∙ Lead the RFP process; spreadsheet and compare carrier proposals, ensure accuracy and alignment with client objectives; ability to make recommendations to VP of Operations and/or Producer. ∙ Prepare and present proposals with recommendations to client; include contribution modeling and plan modeling such as HRA impact, with team assistance as needed. ∙ Proactively assist with compliance and/or ACA requirements such as determining affordability rate, PCORI fee responsibility, and understanding/modeling A and B potential penalties. ∙ Lead open enrollment process, conduct open enrollment meetings virtually or in-person. ∙ Understand, implement, and manage eligibility process and support clients utilizing internal resources, carrier portals and/or enrollment platforms. ∙ Remain current on vendor/carrier plans and programs, industry trends and legislation. ∙ Consistently follow client service workflows and appropriately engage internal resources and escalate as necessary. ∙ Develop and maintain positive working relationships by collaborating with coworkers and carriers/partners. ∙ Assist other team members and act as a backup as needed. Skills, Knowledge and Expertise ∙ Prior broker experience, 5-8 years in a similar role or Human Resources benefits role. ∙ Advanced knowledge of medical, dental, vision and ancillary benefits. ∙ Proficient understanding of ALE rules and regulations, such as ACA, COBRA, HIPAA, Section 125, Wrap Documents, 5500 requirements. ∙ Microsoft Office suite experience required (Excel, Word, PowerPoint). ∙ Familiar with Employee Navigator, HRIS systems, EDI process with carriers is a plus. ∙ Detail oriented and well organized with a sense of urgency, be a problem solver, servant leader, and a good communicator. ∙ Team player with the ability to build rapport, confidence, and trust externally and internally.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Key Components: This position requires strong concern for quality and accuracy of work with a results-oriented focus. The work involves critical and technical thinking and problem solving based on detailed knowledge of all pertinent facts and thorough analysis of relevant details. There is an intense focus on complex, independent problem solving, self-direction and freedom of ideas. The individual in this position must maintain a professional demeanor and make sound, well thought-out decisions. This position requires little delegation of details or responsibilities, it is important that close, quick, and critical follow up occur to recognize and correct mistakes. The work schedule of this position will be dictated by client needs, workflow, and current deadlines. This hire will join the firm's compliance team in the assessment, development, implementation, and testing of compliance programs for our clients in the alternative and traditional investment sector, including private equity, hedge, and venture capital fund managers, in addition to providing Regulatory Exam support and outsourced Chief Compliance Officer (CCO) functions. Responsibilities: • Lead engagements for the development, implementation and maintenance of compliance programs for a variety of financial services firms, • Oversee staff in the development and implementation of compliance policies and procedures – taking a proactive approach to ensuring policies are implemented, • Lead annual compliance reviews and internal control testing, • Lead onsite training to clients regarding regulatory requirements and best practices, • Register clients as broker-dealers or investment advisers with the appropriate regulatory bodies, • Lead in conducting mock regulatory exams as well as assist in providing SEC and FINRA exam support, • Train staff on firm processes, new regulations or takeaways from industry events as well as oversee the development of internal training materials, • Cultivate a culture of community and lead and coach junior staff, • Proactively provide practical, business friendly solutions for esoteric regulatory issues, • Contribute to company initiatives outside of client engagement management, such as business development, staff management or subject matter expertise, • Contribute to special projects and firm initiatives Qualifications • 15+ years of relevant compliance experience at a registered investment adviser, law firm, or investment consulting firm, experience practicing law regarding registered investment companies preferred, • Strong working knowledge of the IA Act of 1940 and the ICA of 1940, • Knowledge of SEC Exam practices, experience with SEC exams and mock exams preferred, • Knowledge of CFTC / NFA as well as FINRA requirements is a plus Additional Information Salary based on experience and location ($174,000- $220,000) and full benefits package offered. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Job Description Summary At Avocados From Mexico, we nurture hearts to live life deliciously. We are curious-minded and have a relentless passion for disruption that delivers results. The Sr Foodservice Business Development Manager will serve as a member of the company’s Food Service team helping to lead the company’s partnership vision and values. The individual will assist with helping the AFM Foodservice team become a world-class foodservice sales and marketing team, becoming the unquestioned leader in the fresh produce category within Foodservice. The role is responsible for leading the business development across multiple segments to drive the promotional programs that will accelerate short term demand through partnerships in restaurant chain accounts, broadliners, contract feeders, universities and concessions. This individual will be responsible for identifying and driving growth opportunities in the foodservice channel to increase overall avocado menu penetration. The role will require strong relationship management skills and the ability to prospect and maintain existing partnerships that support future growth in the channel. Responsibilities · Utilize market knowledge to develop new business opportunities through prospecting, leads, and referrals for target operator accounts. · Develop and maintain relationships with key stakeholders in existing target accounts and conduct follow up as required. · Leads the planning and implementation of new and existing promotional opportunities for targeted accounts and develops successful marketing tools for Food Service channel including key account marketing plans that leverage offers, incentives, customer social media, consumer outreach, staff education, and other tactics. · Owns account and contract management to ensure execution of all agreements. · Work closely with the Director Sales & Marketing to develop and implement a sales strategy and business plans for target accounts that will deliver a range of LTO’s, Menu Inclusions, Menu Ideations and Training Sessions. · Oversee planning and execution for new business opportunities, driving contract negotiations and long-term partnerships. · Work closely with the Foodservice Culinary & Marketing team and agencies to develop appropriate sales and marketing support materials. · Conduct regular business reviews and develop sales stories with key partners to develop a robust pipeline of opportunities in key accounts and priority categories. · Manage the relevant portion of the Foodservice team’s budget, adjust plans, programs, and marketing activities as necessary to ensure goals and objectives are achieved. · Contributing to the company's Strategy, Planning and Forecasting for volume of fresh Avocados from Mexico. · Work collaboratively with the Director of Sales and Marketing identify partnership strategies to best penetrate the market, including development and execution of strategies to achieve annual volume and operating targets. · Own the development of the CRM system to upload new contacts, manage existing contacts, manage stages of relationship growth and show monthly reporting on key accounts. · Work closely with the Marketing & Agency teams to help execute product educational demonstrations, trade shows and retailer shows, as necessary. · Analyze monthly data and identify any issues and/or opportunities with our strategic accounts. · Manage all promotional accounts to ensure delivery of ROI. Launching and new product placement including providing the Operator Partners with focus, tools, data, feedback and training to ensure their success. · Preparation and delivery of detailed and professional sales / volume presentations for account reviews, innovation presentations and operator meetings. · Propose the development, adaptation and/or changes to the company’s current product line based on trade feedback and competitive analysis Skills/Qualifications · Foodservice sales and business development experience is required. · Results oriented to achieve volume and goals set by the Director of Sales and Marketing · Excellent written and oral communication skills. · Comfortable presenting in front of senior level audiences. · Ability to function at a high level with minimal supervision, stay organized and adjust to constantly changing priorities. · Positive team player with a solution-driven attitude. · Must thrive on challenge and change. A strong can-do attitude, flexibility, sense of urgency and self-motivation is important to succeed in this role. · Have a comfort level with working cross-functionally with a team that includes agency partners, vendors, and other AFM divisions · An energetic, forward-thinking and creative leader with high ethical standards. · Produce and in-depth knowledge of food brokers is a plus. · Ability to translate corporate strategy into sales/business development successes and create ongoing relationships with operators. · Possessing a visionary and inspirational leadership style with an entrepreneurial spirit · Demonstrated ability to be both “hands-on” (excellent attention to detail) and “strategic” (development and execute longer term sales plan) · Excellent Management skills in order to effectively develop the resources under your supervision to meet/exceed business objectives (if applicable). · Proven track record in building good relationships with customers as well as internal associates. · Demonstrated diligence and ability to follow through on all commitments (internal and external stakeholders). · Effective communication with the ability to impact and motivate external and internal stakeholders. · Demonstrated ability to achieve performance goals with minimal direction. · Computer literacy with expertise in Microsoft Word, Excel and PowerPoint, Salesforce/ or other CRM · Ongoing learner; exhibits insatiable curiosity and an interest in self-improvement. · Proactive self-starter and team player with a passion for executing with excellence and thrives in a fast-paced entrepreneurial environment while being adaptable, resilient, and resourceful. · Results-driven leader who is collaborative, highly self-motivated and works with a sense of urgency. · Ability to take on ad-hoc projects as assigned. · Willingness to work additional hours as business demands may require, including participating in client entertainment opportunities. · Able to work efficiently during both on-site and off-site events · Bilingual (English/Spanish) a plus. · Ability to travel up to 40%. Education/Experience Requirements · Experience building key relationships selling product and/or programs into large accounts preferred. 5 to 8 year’s sales/marketing/development experience within restaurant, for a distributor, with a food broker or with another company within the Foodservice industry. · Promotional program development experience required. · Experience in culinary operations or the foodservice industry preferred. · Has experience creating strong business relationships and growing business relationships. Experience cold calling is required. · Proven analytical skills and understanding of data and its applicability to the category is required.

Job Description 📉 Are You Feeling Stuck at Your Current Brokerage? Discover a New Path. If you're a licensed agent striving for success but lacking the support, leads, or results you deserve, you're not alone. At Funk Realty, we believe no agent should feel like they're building a business on their own. 🚀 What We Offer: • Daily broker support—yes, every single day., • Cutting-edge tech tools and marketing systems that genuinely generate leads., • A truly collaborative team culture (we don't just say it, we live it)., • Transparent commission plans designed to grow your business, not just the brokerage. 💬 You didn’t get licensed to struggle. Let’s have a conversation. We’re actively seeking motivated agents ready to excel with the right leadership, mentorship, and momentum behind them. If your instincts are telling you it’s time for a change—trust them. 📩 Contact us confidentially via DM or email to arrange a no-pressure discussion. Funk Realty | Built for Agents Ready to Succeed What Funk Realty Offers: • Consistent Lead Flow: Connect with eager potential clients ready to explore properties with you., • Elite Support: Access premium marketing materials and sales support, with mentors and leadership teams guiding your path to success., • Seamless Back-Office Support: Our team handles paperwork, allowing you to focus on client service., • Proven Training Program: Transform into a lead conversion expert, regardless of your experience level., • High-Level Mentoring: Regular sessions to accelerate your learning and development., • Competitive Commission Splits: Designed to help you easily surpass the $100k/year mark. We Are Looking for Agents Who Are: • Self-driven go-getters aiming to build a thriving career, not just secure a job., • Vibrant personalities who light up a room and have a natural talent for helping others., • Team players who thrive in a close-knit environment where individual efforts directly impact company success., • Individuals with drive, boundless energy, schedule flexibility, and an insatiable hunger for success. Your Responsibilities Will Include: • Diligent lead follow-up to maximize conversions., • Cultivating strong client relationships to enhance sales opportunities., • Conducting buyer and seller consultations to understand and fulfill unique housing needs., • Hosting engaging open houses to showcase our listings and attract eager buyers., • Overseeing transactions from listing to closing, ensuring a seamless client experience., • Attracting prospective clients to foster new business growth., • Leveraging local market expertise to address all client queries about potential homes, comparables, and neighborhoods. Qualifications We Seek: • Previous sales experience is beneficial, but we welcome fresh talent., • Tech-savviness is crucial for staying ahead in the evolving real estate landscape., • Exceptional communication, negotiation, and networking skills., • Self-motivation and a driven spirit., • Strong organizational and time management skills., • A valid Real Estate License (mandatory). Seize this opportunity to launch your real estate career with Funk Realty Group. Join an environment that fosters growth, rewards hard work, and guides you towards triumphant success. Apply now and let's embark on an extraordinary journey together! Join Funk Realty Group, where we're redefining real estate and creating a legacy of excellence. Job Type: Full-time, not a side hustle Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job Description Now Hiring: Business Brokers (Training Provided) Texas Businesses For Sale LLC and The Professional Business Broker Association are expanding across Texas! We’re seeking motivated professionals to join our brokerage network — no experience required. ✅ Full training, support, and mentorship ✅ Work from home or your city ✅ Earn 10% commission on deals or a flat $15,000 fee per sale ✅ Build your own 6-figure career helping business owners buy and sell companies Requirements: * Strong communication and people skills * Self-motivated and professional * Desire to learn business brokerage and represent clients with integrity We Provide: * Licensing & training through TPBBA * Leads, contracts, and back-office support * Marketing materials and mentorship

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR HMBcUqTZnK

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a well-rounded risk control professional to support our growing and diverse Casualty business, including Manufacturing, Products, Retail, Real Estate, Energy and Transportation accounts, concentrating on General Liability, Auto Liability and Excess/Umbrella lines of business. The position reports directly to the VP Casualty Risk Control, however all Risk Engineers at BHSI are fully integrated with the Underwriting Team(s). In support of our Western & Southern regions, the following BHSI office locations will be considered: Atlanta, Houston, Dallas, Los Angeles, San Francisco, or Seattle. Other BHSI office locations will be considered for the right candidate. Duties & Responsibilities: • Evaluate complex technical risks and exposures that could impact a wide book of business, • Create content and other resources to address emerging and changing issues, • Support the underwriting process through individual risk assessments and technical research, • Lead customer visits for the purposes of improving our knowledge of the risk, • Participate in customer and broker meetings to strengthen our relationships and deliver our value add proposition, • Support other lines of business as needed. Qualifications, Skills and Experience: • 10+ years of strong experience working in engineering, risk management and/or loss control disciplines, • Advanced knowledge of exposures and controls in casualty lines of business with a strong technical background in one or more industries, including products, transportation, and general casualty lines, • High aptitude for technical writing and verbal communication, including presentation experience, • Have a strong desire to build something that adds long-term value to a forever business, • Be confident that you will thrive in a rapidly growing, dynamic environment with limited direction, • Have commitment to diligence, creativity and ability to collaborate with all levels and all disciplines, • Ability to multi-task and make quick decisions while maintaining integrity and quality standards, • Ability to work within an office environment and remotely depending on business needs, • Ability to travel – up 30% of time, largely self-directed, across North America, • BS Degree in Engineering, Science, Risk Management, Safety or equivalent field desirable BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position in locations listed above is $130,000 - $175,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Job Title: Carrier Sales/Freight Broker The Carrier Sales/Freight Broker will be responsible for connecting shippers with carriers, managing customer relationships, and driving sales growth. Your contributions will be vital in ensuring timely and efficient transportation solutions. About MW Logistics: MW Logistics is an award-winning, privately held third-party logistics (3PL) provider with nearly 25 years in the industry. Specializing in Dedicated Freight, Freight Brokerage, Yard Management and Drayage services, we cover North America, including the U.S., Mexico, and Canada. We serve customers across various sectors, from packaged goods and retail to industrial supplies, and pride ourselves on delivering high-quality, tailored logistics solutions. Responsibilities: • Drive daily and weekly load count, revenue and margin goals for MWL, • Strategically match, negotiate, and book carriers with available freight, • Negotiate rates with carriers to maximize profits and develop long term solutions, • Develop current carrier base for consistent lane specific volumes, • Verify all carriers go through the RMIS process to confirm they are qualified to haul for MWL, • Establish and maintain carrier relationships for future capacity opportunities, • Clarify load requirements with carriers, confirming drivers have proper information to pick-up/deliver, • Meet departmental and personal profit margin goals, • Maintain carrier satisfaction and provide high quality service and work ethic while representing MWL, • Manage order entry and create orders for customers through systems, phone, and email as needed., • Follow customer SOPs during the booking and dispatching process, • Ensure all shipments are tracked according to company policy. Quickly and proactively resolve problems that arise while load is in transit, • Provide any required reporting to management, • Exercise discretion and independent judgement with respect to handling difficult situations and provide timely escalation and/or feedback to direct supervisor regarding service failures, customer complaints, or any other matters requiring attention., • Maintain and Monitor service levels provided to MWL customers as required, • Promote brand awareness within current/existing carrier partners, • Follow Accessorial Approval Processes when requesting Accessorials, • Bachelor’s degree in marketing, logistics, supply chain or related field preferred. Must have minimum of 2 years demonstrated broker experience., • Working knowledge of Microsoft Office Programs (Outlook, Excel and Word), • Working knowledge of McLeod preferred, • Excellent written and verbal skills with emphasis on professional phone and email etiquette, • Excellent interpersonal skills with ability to build positive relationships at all levels of a business (internally and externally), • Superior organizational skills with high attention to detail, • High customer service orientation, • Team player with proven ability to excel in a team-based environment, • Possess a sense of urgency, flexibility and assertiveness, • Ability to multi-task, plan/prioritize and execute in a timely manner, • Ability to handle a fast-paced environment with rapidly changing priorities, • Quick learner with ability to receive and give clear instructions, • Strong initiative and can work independently., • Takes initiative to assess and improve operational efficiencies of normal work tasks., • Excellent time management and prioritizing skills., • Takes pride in work, exhibiting accuracy and attention to detail., • Solution-oriented mindset., • Ability to work in ever-changing, dynamic, fast paced environments. Hours: In–office, 8:00am – 5:00 pm. A one-hour lunch between 11:00 am – 1:00pm as scheduled by department leadership to ensure ongoing coverage. As a 24/7/365 operation, must be available to work after hours, weekend and holiday hours as needed to meet work demands. Reports to: Director of Operations Physical requirements: Sedentary - Involves lifting articles weighing no more than 10 pounds at a time or occasionally lifting or carrying articles such as docket files, ledgers, or small tools; and despite involving sitting on a regular basis, may require walking or standing on an occasional basis. Working conditions: Office environment

Job Description We are looking for hungry, motivated and dedicated professionals. This job has an unlimited amount of income and depends on you. Its not a grind nor is it hard work. However it requires networking, calling on clients and opening up doors. Our average AE makes $220k a year. We ask that you only apply if you are willing to learn, put the work in and grow. This is not a 70/hr work week career. The Inside Sales Account Executive will be a proactive member of our sales team, and the key to Angel Oak Mortgage Solution’s acquisition of a wide variety of residential mortgage loan products and services through the Company's extensive business-to-business network of correspondents and brokers. Principal Accountabilities: • Plan, develop, and execute sales strategy to meet established goals in assigned territory., • Maintain database of contacts for weekly email campaigns., • Serve as liaison between brokers and operations team. Provide on-going service support to mortgage brokers., • Assist in resolving customer questions, issues, objections and educating customer about the escalation process Required skills and qualifications Minimum • Sales and business development experience is a plus but not needed, • Outstanding communication skills, with both external clients and internal departments/teams., • Solid negotiation skills, • Ability to provide innovative solutions to challenging situations and adapt approach dependent on the client., • Wholesale business development experience is preferred but not required. Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. Company DescriptionAt Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

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. National VP, Consultant Relations The NVP 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 Responsibilities: The NVP Consultant Relations is instrumental to 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 and sales source. When appropriate, they will 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 regional level allowing us to influence and educate the intellectual capital point of view., • 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: • 15-20 years of professional experience working with employer health care benefits, in both health and benefits consulting and 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., • 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 Description LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: • Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.), • Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele, • Experience in commercial and residential mortgage lending, • Minimum 3 years in business to business sales, • Excellent written and verbal communication, strong organizational skills, and time management., • High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues., • Comfortability working in a fast paced, technology driven environment, • A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: • Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory., • Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs., • Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities., • Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice., • Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support., • Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services., • Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process., • Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Why LendingOne: • Diverse and inclusive workplace, with a supportive and friendly team, • Company awards, recognitions, and community involvement opportunities, • Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!, • 10 Company-paid holidays, and Paid-time Off, • Work-From-Home Fridays!, • Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection, • We believe in promoting from within

Job DescriptionAre you an FP&A pro that enjoys strategic thinking and collaboration? Do you have experience leading high-performing, global teams? Come Join ReSource Pro! Your Role... ReSource Pro is seeking a Director, Business Segment Finance to directly support senior management and business segment leaders in the preparation of financial analysis materials and provide data and analytical driven recommendations to support the strategic goals and objectives of ReSource Pro. The Director, Business Segment Finance acts as the analytical engine of the business to provide insights and support optimal business decision making for segment business leaders. You will collaborate with the Director, Corporate Finance to summarize company results, tell the story and provide actionable insights. You will support all global business segments in analysis and strategic projects. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In this role, you will... * Support the creation and presentation of internal and external financial reporting for senior leadership, private equity stakeholders, and the Board of Directors * Lead monthly and quarterly variance analysis across business segments and global SG&A, including forecast updates and collaboration on global consolidated reporting • Provide detailed KPI reporting and analysis across revenue, P&L, and staffing to guide strategic business decisions, • Oversee the development of five-year financial projections, annual operating plans (AOP), and rolling forecasts for business units and corporate functions Manage high-priority FP&A initiatives, offering problem-solving, implementation support, and project management. * Lead finance data initiatives and leverage financial systems/tools to drive process efficiency and better decision-making * Act as a trusted advisor to global business and functional leaders by analyzing performance and supporting financial decisions around growth, staffing, compensation, and capital planning * Provide financial guidance for new business ventures, deal structuring, and revenue optimization strategies * Manage FP&A integration activities for acquisitions, ensuring financial alignment, training on planning platforms, and smooth transition post-integration * Build and lead a high-performing FP&A team, providing coaching, feedback, and career development to team members * Identify opportunities for process enhancement within the finance function and lead initiatives to increase accuracy, speed, and insight quality * Promote a collaborative, respectful, and solution-oriented team environment focused on shared goals and productivity What You Need to be Successful... • Bachelor's degree in Accounting, Finance, Business Administration, or related field, • 10-15 years' experience in a corporate accounting or finance role, • 5-7 years leading a team and managing the work associated within the department, • Availability to attend early morning and late night calls with India/China at least 2-3 days per week, • Certified Public Accountant (CPA) preferred, • Experience working within a multi-national, global business; Comfortable working within a multi-currency environment, • Previous experience working with private/capital equity organizations; Previous insurance industry experience is a plus, • High degree of proficiency with MS Office Suite - Excel and PowerPoint are a must Your Benefits & Perks… • 100% paid employee health insurance available on Day 1, • Eligible for all medical, dental, and vision benefits on Day 1, • Remote positions are Internet stipend-eligible, • 401k with employer match, vested on Day 1, • HSA/FSA available, • Long Term and short-term disability employer-provided, • Generous PTO plan with paid holidays + floating holidays, • Development and growth opportunities, • Behavioral interview with Talent Acquisition, • Online talent assessment, • Hiring Manager interview with VP, FP&A, • Work Sample Activity, • Stakeholder Interview, • Final interview with CFO*Additional interview steps may be added depending on the position or if further evaluation is needed. 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 f80r18HFcb

Job Description Job Summary LP Analyst is seeking a proactive and people-focused professional to join our HR team as a People and Culture Manager. In this role, you will help shape and enhance the employee experience across the firm by managing onboarding, benefits, culture-building initiatives, and key HR processes such as performance reviews. You will serve as the day-to-day point of contact for employee questions and coordinate programs that foster a positive, engaged, and high-performing workplace. This is an ideal opportunity for an HR professional who enjoys a mix of hands-on execution and program ownership, wants to help build culture in a growing professional services firm, and thrives in a collaborative environment. Responsibilities and Duties • Oversee the onboarding and offboarding experience, ensuring smooth transitions and a consistent, culture-focused employee journey, • Serve as the first point of contact for employee questions on HR policies, benefits, and programs, • Maintain accurate employee records and ensure compliance with applicable labor laws and internal policies, • Manage benefit plan administration in partnership with our benefits broker, including employee communications, enrollment changes, and open enrollment logistics and COBRA administration, • Coordinate the firm’s annual performance review process, including timeline planning, communications, tracking completion, and supporting managers through the process, • Oversee recruiting processes and strategy, partnering with internal recruiters and hiring managers to ensure a smooth and consistent candidate experience, • Collaborate with internal teams and provide guidance to the office manager to plan and oversee culture and engagement initiatives, including events, recognition programs, and employee surveys, • Coordinate and deliver HR-related training programs (e.g., compliance training, management development sessions, DEI initiatives), leveraging external resources as needed, • Support managers with employee relations matters, documentation, and follow-up actions, • Bachelor’s degree in Human Resources, Business, or a related field preferred, • 4–6 years of HR experience in a high-growth corporate environment, preferably in financial services, • Experience with benefits administration, HR compliance, and employee relations required, • Familiarity with performance review processes and HRIS systems, • Excellent organizational skills, attention to detail, and ability to manage multiple priorities, • SHRM-CP, PHR, or similar HR certification preferred, • Strong interpersonal skills and ability to build trust with employees and managers at all levels, • Proactive, solution-oriented mindset with a focus on delivering a great employee experience, • Comfortable handling sensitive information with discretion and professionalism VwSbWAMoEI

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. XFQeod46Rg

Job Description RF Installations LLC (RFI) is a national labor broker of installation services to big box retailers and manufacturers. RFI sources an independent contractor workforce of over 1,000 crews, and manages more than 100,000 installations of doors, windows, kitchens, and many other programs. RFI prides itself on being the experts in coordinating the client and customer installation experience and exceeding customer satisfaction expectations. The RFI Field Manager (FM) is responsible for market level client connectivity, work order management, installer coordination, installation program management, and other duties as assigned by the Regional Manager. The FM is expected to work autonomously to accomplish his/her goals and requires an individual with strong organization, time management skills, and self-motivation. FMs are typically assigned coverage areas based on revenue volume per market. This can mean coverage anywhere from 20 – 60 client locations and may span large metropolitan areas and multiple states. FMs are required to travel. FMs are provided a laptop and a cell phone and are reimbursed for mileage. The FM may be assigned a company vehicle. The FM role is a full-time salaried position and entitled to RFI benefits which include Healthcare, 401K, and paid time-off. Desired Skills and Experience • Business degree desirable or related customer company experience, • Multi-level customer relations experience, • Attentive listener· Decisive personality, • Able to speak confidently in front of customers, multi-level management and small groups, • Able to work well under pressure, • Strong ability to recruit and maintain 1099 contractors, • Able to work well under pressure, • Creative problem-solving skills, • Deadline-Oriented, • Self-motivated, • Strong time management skills, • Solid organization skills, • Attention to Detail, • PC Proficiency, • Microsoft Office suite proficiency, • Good Follow up, • Proactive thinking, • Excellent Verbal and Written Communication skills

Job Description We are seeking an experienced Fixed Income Manager to oversee client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to our wealth management team, and the ideal candidate will have a passion for helping clients achieve their wealth preservation goals through strategic fixed income investments. DUTIES and RESPONSIBILITIES: • Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), in tandem with the Managing Director of Fixed Income, • Execute bond trades with broker dealers: municipal, treasury, MBS, corporates, • Collaborate with operations personnel to ensure timely and proper trade settlement with multiple broker dealers and custodians, • Place client directed bond trades and oversee cash balances and cash movements within bond portfolios, • Assume primary due diligence responsibilities for fixed income investments across all Fixed Income sectors managed in house as well as allocated to outside asset managers. (IG, HY, taxable, tax exempt), • Develop relative value and risk/reward outlook on opportunities across the fixed income arena and report to investment team and other colleagues on such, • Coordinate and lead operational due diligence, • Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm, • Partner and interact with the Client Advisory Team and clients, • Present views, educate and articulate strategy, • Provide updates on the market, economy and portfolio, • Research on investment ideas and wealth management strategies, • Undergraduate degree in Business, Finance, Economics, or related, • 6-12 years investment experience including fixed income portfolio management, • Experience with Bloomberg a must, • Must hold a CFA or Series 65 or Series 66 to allow for registration with the SEC as an Investment Advisory Representative or pass withing 3 months of hire, • Strong organizational skills and attention to detail to balance and prioritize projects, • Experience using Windows based software and become proficient in using other analytical and portfolio management software., • Ability to maintain confidentiality in dealing with client matters, • Strong presentation skills and communication skills, • Ability to work in a team setting, • Ability to be proactive and anticipate issues, works quickly and proactively to solve them, • Willingness to learn, expand responsibility #LI-KS1 NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description The Associate 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 md5FdJJEHm

Job Description 📉 Feeling Stuck at Your Current Brokerage? Discover a New Path. Are you a licensed agent tirelessly working without the support, leads, or results you deserve? You're not alone. At Funk Realty, we believe no agent should feel like they're building a business on their own. 🚀 What We Offer: • Daily broker support—yes, daily., • Innovative tech tools and marketing systems that truly generate leads., • A genuinely collaborative team culture., • Transparent commission plans designed to grow your business, not just the brokerage. 💬 You didn’t get licensed to struggle. Let's Connect. We’re actively seeking motivated agents ready to thrive with the right leadership, mentorship, and momentum. If your instincts are telling you it’s time for a change—trust them. 📩 Reach out confidentially via DM or email to arrange a no-pressure conversation. Funk Realty | Built for Agents Ready to Succeed What We Seek in Our New Team Members: • Passionate representation of both buyers and sellers in residential real estate transactions., • Skillful drafting of residential purchase and listing agreements., • Expert property evaluations to determine accurate property values for sellers., • Unwavering availability and responsiveness to client needs., • Meticulous updating of all systems and CRM tools with information from our channel partners., • A growth mindset and willingness to embrace new technologies and strategies. What Funk Realty Group Brings to the Table: • Access to live tour requests: Imagine a world where a potential buyer requests a showing online and is instantly connected to your phone. With us, that's your daily reality., • A lucrative compensation plan that makes earning six figures or more not just possible, but easily attainable., • Zero desk or junk fees: We operate a clean, transparent system that maximizes your commissions and puts more money in your pocket., • Continuous, personalized support from our experienced team leads and brokers: At Funk Realty Group, no one gets left behind!, • State-of-the-art technology and tools to streamline your workflows and boost your productivity., • In-house transaction coordinators and lenders to ensure you have all the resources for seamless job performance., • Regular networking events and opportunities to collaborate with and learn from top performers in the industry., • Ongoing professional development opportunities to keep you at the cutting edge of real estate trends and practices. The time to elevate your real estate career is now. Don't let another day go by wondering "what if." Hit that apply button, and let's start a conversation about your future with Funk Realty Group. Remember, selling 25+ homes annually is not just a distant dream—it's a tangible reality we can help you achieve. Join us at Funk Realty Group, where your success is our mission, and your potential is limitless. Your dream real estate career starts here! Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year (we have some making $300K) shhhhh.. Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job Description Sidecar Health is redefining health insurance. Our mission is to make excellent healthcare affordable and attainable for everyone. We know that to accomplish this lofty mission, we need driven people who will make things happen. The passionate people who make up Sidecar Health's team come from all over, with backgrounds as tech leaders, policy makers, healthcare professionals, and beyond. And they all have one thing in common—the desire to fix a broken system and make it more personalized, affordable, and transparent. If you want to use your talents to transform healthcare in the United States, come join us! About the Role The Director of Underwriting will lead Sidecar Health's group underwriting function while also serving as a hands-on contributor. Reporting to the VP of Actuarial & Underwriting, this role is both a player-coach and a growth partner — directly underwriting complex, high-value cases while managing, mentoring, and developing a team of underwriters. They will partner closely with Sales and Client Success to support new business opportunities, renewals, and finalist presentations, playing a critical role in driving profitable growth and strengthening Sidecar Health's presence in the market. What You'll Do • Serve as both a leader and contributor, personally underwriting large and complex group cases while managing the day-to-day operations of the underwriting team, • Lead, mentor, and develop a team of group underwriters, fostering consistency, accuracy, and professional growth, • Establish and maintain underwriting guidelines, policies, and processes that balance competitiveness, risk, and profitability, • Partner with Sales to support new business growth, participating in finalist meetings and broker/consultant discussions as needed, • Provide creative underwriting solutions that help win new accounts while protecting financial performance, • Collaborate cross-functionally with Actuarial, Product, Finance, and Client Success to inform pricing strategies, renewals, and long-term client value, • Review and approve escalated underwriting decisions, applying expert judgment to ensure alignment with strategy, • Monitor underwriting performance and portfolio results, identifying trends and implementing corrective actions when necessary, • Build and maintain strong relationships with brokers, consultants, and reinsurers to enhance growth opportunities and support reinsurance strategies, • 8+ years of experience in group underwriting within health insurance or healthcare-related financial services, with progressive responsibility in leadership and decision-making, • Proven ability as a "player-coach" — comfortable leading a team while directly underwriting complex, high-profile cases, • Demonstrated success partnering with Sales to win new business and support strategic client relationships, • Deep knowledge of group underwriting methodologies, funding arrangements (fully insured, self-funded/ASO), stop-loss, and healthcare cost drivers, • Strong analytical and problem-solving skills with the ability to balance growth opportunities against risk considerations, • Executive presence with excellent communication, negotiation, and relationship-building skills, • Familiarity with reinsurance markets and strategies preferred, • Comfort operating in a fast-paced, high-growth environment where adaptability is key, • Competitive salary, bonus opportunity, and equity package, • Comprehensive Medical, Dental, and Vision benefits, • A 401k retirement plan, • Paid vacation and company holidays, • Opportunity to make an impact at a rapidly growing mission-driven company transforming healthcare in the U.S. Sidecar Health is an Equal Opportunity employer committed to building a diverse team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.

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. Job Summary This role leads the financial reporting and consolidation process across multiple entities, including two registered broker-dealers, one crypto firm and one marketing firm. It oversees accounting and FP&A teams, manages audits, regulatory correspondence, and ensures strong financial controls and compliance with rules and regulations. The position also contributes to system implementations and enhancement, and policy enhancements while driving strategic financial planning and operational excellence. Job Responsibilities • Focus on establishing, enhancing and managing the financial reporting for multiple entities, including broker dealers and their futures business, and crypto products., • Coordinating and ensuring timely and accurate financial reporting for multiple entities, • Collaborate across multiple departments in the organization., • Manage, maintain and enhance policies, procedures, and controls within the finance department., • Manage financial and regulatory audits, coordinating with outside auditors including regulators and states., • Manage parent’s consolidation close process., • Lead, supervise and develop accounting staff, • Contribute to various projects across the organization. Identify issues and improve the department’s overall efficiency., • Manage the relationship and coordination with headquarters. Requirements Education & Professional Experience • Bachelor’s degree in finance, accounting, economics, or related fields, • CPA is preferred, • Minimum 8 years of accounting experience in brokerage firms, futures and crypto business, • Strong understanding of the interrelated systems vs accounting reporting system;, • In-depth knowledge of various assets classes such as equities, futures and cryptocurrencies. 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, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000 - $180,000. This role is also eligible to participate in our discretionary bonus plan. 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 DescriptionController - TopView Sightseeing Location: Dallas, TX (In-Office Position About TopView Sightseeing TopView Sightseeing is a premier tourism and sightseeing company dedicated to delivering exceptional experiences for visitors and locals alike. Powered by in-house technology and a dynamic team, we create one-of-a-kind adventures that showcase the best destinations by land and sea. Our rapidly growing portfolio continues to expand both vertically and horizontally—we are scaling existing operations while developing innovative new offerings every day. With ambitious growth plans, we are preparing to bring our expertise and success to destinations around the world, including Chicago, Miami, San Francisco, Los Angeles and more. We thrive in a fast-paced, entrepreneurial environment where collaboration, creativity, and competitiveness drive us forward. At TopView, we challenge ourselves daily to raise the bar and deliver world-class sightseeing experiences. Position Overview We are seeking an experienced and hands-on Controller to join our growing team in Dallas, TX. This role oversees the full spectrum of accounting operations and plays a critical part in safeguarding company assets. The Controller will lead financial reporting and monthly close, manage day-to-day treasury and cash processes, strengthen fraud prevention and internal controls, and ensure compliance across tax, insurance, licensing, and regulatory areas. The ideal candidate brings both technical accounting expertise and operational discipline, with the ability to balance detail-oriented execution and team leadership in a fast-paced, entrepreneurial environment. NOTE: This is a full-time, in-office position based in our Dallas, TX headquarters. The role requires regular interaction with team members, vendors, and external partners. Some travel may be required. Key ResponsibilitiesFinancial Reporting & Analysis • Prepare accurate and timely monthly, quarterly, and annual financial statements, • Lead month-end and year-end close processes, ensuring deadlines are consistently met, • Support FP&A in budget preparation and forecasting processesAccounting Operations, • Oversee all general ledger activities and ensure proper accounting treatment of transactions, • Manage accounts payable, accounts receivable, and cash management processes, • Coordinate and supervise annual external financial reviews (and audits as applicable) with outside CPA firms., • Ensure compliance with GAAP and all applicable accounting standardsTreasury & Risk Management, • Manage daily cash management processes and prepare short-term cash forecasts to support liquidity needs, • Implement fraud detection and prevention procedures, including bank reconciliation reviews, positive pay, and ACH/wire controls, • Ensure accurate revenue recognition across all ticket distribution channels, and point-of-sale systems; reconcile ticketing platforms with bank deposits, • Manage corporate insurance policies and coordinate renewals, claims, and broker relationships, • Implement and maintain robust internal controls and proceduresCompliance, Controls, & Asset Protection, • Coordinate preparation of federal, state, and local tax returns with outside CPA firm, • Ensure compliance with all regulatory requirements and filing deadlines, • Manage sales and local tax compliance across multiple jurisdictions, • Support business license and regulatory compliance efforts, • Establish and continuously optimize purchasing policies and approval controls to ensure cost-effective vendor management, • Oversee inventory accounting, valuation, and control processes to safeguard assetsSystems & Process Management, • Utilize NetSuite ERP system for financial management and reporting (NetSuite experience strongly preferred), • Drive process improvements and automation to increase efficiency and accuracy, • Maintain and enhance financial systems integration and data integrity, • Support system implementations and upgrades as neededHR, Payroll & Workforce Oversight, • Oversee payroll, benefits, and compliance; ensure accuracy, reconciliations, and cost control, • Ensure compliance with multi-state labor laws and reporting, maintaining strong internal controls, • Track and analyze labor costs across departments and cities, linking headcount and staffing levels to financial performance and support staffing strategies and city-level profitability, • Partner with HR to improve policies, onboarding/offboarding, and align processes with financial controls.Team Leadership & Development, • Supervise, mentor, and develop 2+ accounting staff members, • Develop team capabilities through training and professional development, • Foster a collaborative and high-performance accounting team culture, • Participate in hiring and performance management processesRequired Qualifications, • Bachelor's degree in Accounting, Finance, or related field, • CPA certification required, • Minimum 7 years of progressive accounting and finance experience, including leadership of month-end close and financial reporting, • Demonstrated experience in cash management, account reconciliations, and fraud prevention/internal controls, • Previous Controller or Assistant Controller experience required, • Strong knowledge of GAAP and financial reporting requirements, • Advanced proficiency in Excel and financial analysis, • Experience with ERP systems (NetSuite experience strongly preferred), • Excellent analytical, problem-solving, and organizational skills, • Strong written and verbal communication abilities, • Proven ability to work in a fast-paced, deadline-driven entrepreneurial environmentPreferred Qualifications, • Experience in service industry, tourism, transportation, or hospitality sectors, • Public accounting background with audit experience, • Advanced degree (MBA or MS in Accounting) preferred, • Hands-on experience implementing fraud detection tools, purchasing workflows, or inventory controls, • Experience managing or coordinating insurance renewals and claims, • Experience with multi-location operations, • Knowledge of sales tax compliance and regulations, • Project management experienceWhat We Offer, • Competitive salary range: $130,000 - $150,000 annually, • Comprehensive benefits package including medical, dental, and vision insurance, • Paid time off and holiday schedule, • Collaborative and dynamic work environment Z9Nr7Z5ldN

Job Description 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 Crypto Inc.: A licensed trading platform providing access to the trading of more than 30 cryptocurrencies. Requirements • Treasury Management: Cash management, daily liquidity forecasting and funding gap analysis, capital optimization, e.g., 15c3-3 haircut or lock up calculation, and source funding through multiple solutions., • Firm Funding Model Development: Work with team leaders and other departments, e.g., finance and securities lending teams, to expand financing capabilities for portfolios across different asset classes such as derivatives (options & futures), fixed income, crypto, and equities through securities lending, repo, tri-party funding, etc., • Collateral Strategy: Collateral optimization and usage for margin/rate enhancement purposes;, • Performance Analysis: Analyze treasury performance metrics and develop reports that reconcile performance and attribution systems, pricing support for retail brokerage, retail futures, institutional futures, and prime brokerage businesses based upon financing costs., • Collateral Pricing Model Development: Create a model to perform collateral pricing across different asset classes (e.g., US Treasury vs. Common stock) ., • Cross-Functional Collaboration: Collaborate with finance, securities lending and data teams to develop solutions that minimize funding costs and enhance operational efficiency in support of the firm’s daily business., • Stakeholder Engagement: Build and maintain strong relationships with internal stakeholders and external partners, including banks and financial institutions, to support the firm’s treasury objectives., • Market Research and Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting treasury operations, providing strategic insights to the firm’s leadership. Qualifications:, • Minimum 8 years of experience in treasury functions within a broker dealer, investment bank or multi-strategy hedge fund;, • Bachelor’s degree in Finance, Accounting, Economics, or a related field; Master’s degree or professional certification (CFA, CTP) preferred., • Strong understanding of treasury management systems, cash management, prime brokerage and funding strategies. Possess in-depth knowledge of various asset classes such as equities, fixed income, alternative investments and derivatives (options, futures, forwards, swaps and credit)., • Proficiency in financial modeling and data analysis tools., • Proven ability to work collaboratively across teams and influence stakeholders at all levels., • Excellent analytical, problem-solving, and communication skills. Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development. 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 We are hiring Business Development Specialists to join our growing team in Dallas. This is a unique opportunity to be part of a new sales operation with significant growth potential. Position Overview: As a Business Development Specialist, you will be responsible for outbound phone sales, building relationships with prospective clients, and driving qualified opportunities for our recruiting team. This position will begin as a remote role, with plans to establish a Dallas-based office as the team grows. Compensation & Benefits: * Base Pay: $18 per hour (32–40 hours per week) * Commission: Uncapped, with a target commission compensation of $72,000 annually (in addition to base pay) * Career Growth: Top performers will be considered for advancement into a Team Manager role as we expand our Dallas office Key Responsibilities: * Conduct outbound calls to targeted prospects * Convert leads into qualified opportunities through consistent activity and follow-up * Build and maintain a sales pipeline with an average six-month cycle * Collaborate with leadership to refine sales strategies and achieve team goals Qualifications: * Prior sales experience required (phone sales strongly preferred) * Excellent communication and interpersonal skills * Professional, competitive, and motivated to succeed * Ability to manage a long-term pipeline while meeting daily activity targets Why Join Us: * Be part of a fast-growing firm with a strong reputation in the financial services industry * Competitive pay with significant earning potential * Opportunity to play a key role in building our Dallas sales center Company DescriptionEndeavor Search Partners is a specialized recruiting firm in the financial services industry. We connect top-tier financial advisors with leading broker-dealers and RIAs nationwide. Our team is built on integrity, accountability, and a passion for growth. At Endeavor, we provide a professional yet entrepreneurial environment where competitive individuals can thrive, develop their skills, and achieve significant earning potential.Endeavor Search Partners is a specialized recruiting firm in the financial services industry. We connect top-tier financial advisors with leading broker-dealers and RIAs nationwide. Our team is built on integrity, accountability, and a passion for growth. At Endeavor, we provide a professional yet entrepreneurial environment where competitive individuals can thrive, develop their skills, and achieve significant earning potential.

We invite you to learn more about NNR Global Logistics USA Inc. through our businesses and our rich history of growth at nnrglobal.com . It is our mission to commit to the promotion and success of our team members. Whether working in our local branch or a corporate role, our teams come from diverse backgrounds, are driven by the ability to deliver results by thinking big and insisting on the highest standards. Join one of our growing teams and help us give our customers the best experience possible! A member of the Nishitetsu Group headquartered in Tokyo, Japan we are a people-centric organization, satisfying in excess of 1 million customers - every day. Aligned to our Corporate Philosophy, our mission is to ensure our customers, our employees and anyone engaging with NNR, experience Confidence, Comfort and Enjoyment. NNR Global Logistics Inc. provides a comprehensive benefits package and a work environment that encourages your growth and supports the mutual success of our people and our company. Training is provided throughout the year at all levels of the organization to strengthen our teams and promote additional growth. NNR Global Logistics USA Inc. benefits give you the flexibility and control to choose the benefits that make the most sense for you and your family. • Medical, Dental, Vision, RX plans provide “optimal choices for individual and family needs”, • Wellness benefits “up to $400 annually”, • 401K Plan "NNR Global Logistics USA Inc. matches 2% of your contributions.", • Benefits easy access from “App based program”, • Paid Time Off earned “after 90 days” JOB SUMMARY Brokerage Manager is responsible for managing the Customs Brokerage department. Ensuring Customs Entries necessary for import shipments to clear U.S. Customs are filed in a timely and compliant manner in accordance with all government agency regulations. Duties & Functions • Oversee all Customs business of NNR USA including maintaining individual custom broker license., • Establish and supervise all operating and recordkeeping procedures required by CBP., • Assign, train, supervise and advise all other Customs Brokers, Entry Writers and other import personnel within the branch office in the entry, importation, storage and transportation of goods into the U.S., • Process compliant U.S. Customs entries following CBP’s regulations for customers under the supervision of the Corporate Customs Broker., • Directly manage the Brokerage staff in accordance with the company’s policies and processing of Customs clearances., • Ensure that daily Brokerage operations are performed within the established procedures and work instructions., • Ensure that all documents required by CBP and Participating Government Agency (PGA) regulations are correct and complete., • Utilize experience and knowledge of CBP rules and regulations to classify goods and determine applicable duty rates., • Prepare and file with CBP all documentation required for goods to clear customs and enter the commerce of the U.S., • Thorough knowledge of all entry types including but not limited to - Formal, Informal, Warehouse Entry/Withdrawal, Carnets, TIB, IT, IE, T&E, etc., • Examine shipment documents to ensure accuracy of reporting requirements to CBP including but not limited to Entered Value, Country of Origin, Terms of Sale, SLAC count, etc., • Maintain up to date knowledge, including any needed continuing education, of the regulations and procedures of CBP for the classification and entry of goods and knowledge of PGA’s, Hazardous material and live animals., • Liaison with Brokerage Supervisor to ensure Brokerage department is running effectively and compliantly., • Maintain, update and add customer/importers profiles., • Perform customer service duties with correspondence to customs and overseas partners, emails fax, etc., • Responsibilities include interviewing, training, planning, assigning and directing work, addressing complaints., • Effective at listening, understanding and clarifying the concerns and issues raised by co-workers and business clients., • Comply at all times with NNR USA standards and regulations to encourage safe and efficient business operations., • Perform other duties as requested by management. QUALIFICATION STANDARDS Education & Experience: • High School diploma or GED., • Associates degree preferred, • Minimum two (2)years prior experience managing others in a freight forwarding industry., • Currently licensed by the USCS as a customs broker, with no pending penalties or restrictions on operating as a broker., • Five (5) years’ experience as a licensed customs broker., • Three (3) years’ experience in as an entry writer., • Must have basic training in ISO., • Solid math skills to calculate duties and freight, storage, and other charges., • Proficient in Microsoft applications: Word, Excel, PowerPoint. Physical requirements: • Light work - Exerting up to 20 pounds of force occasionally, frequently and/or constantly to lift, carry, push, pull, or otherwise move objects., • Drive to and from local ports, warehouses and consignees to transact customs business and effect the transportation and storage of goods., • Sufficient near vision to read and write information accurately., • The position requires at least annual travel to other branch offices where NNR maintains customs operations., • Must have a valid driver’s license.

Launched nearly 18 years ago, Foundry Commercial was created to be a different kind of real estate company. Our motto – “It’s Personal” – rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. At Foundry, we serve our clients best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community. Don’t just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared – it’s contagious! Position Description: We are currently seeking an Associate Broker to join Foundry Commercial in Dallas, Texas. The Associate will support and actively contribute to the execution of capital markets transactions including asset sales, debt placements, and equity raises for institutional and private clients. Working under the guidance of senior leaders, the Associate will be responsible for underwriting, marketing, deal execution, investor outreach, and financial analysis. This role is ideal for a motivated, analytically-minded individual seeking to build a career in commercial real estate investment sales within a collaborative and fast-paced environment. Essential Job Functions: Market Analysis & Research • Assist in collecting and interpreting real estate market data, including comparable sales, rent comps, and market trends., • Conduct property and portfolio-level research to support deal positioning and marketing., • Coordinate and manage property-level due diligence during transaction processes. Financial Modeling & Valuation • Prepare financial analyses using Excel, Argus, and other tools to assess the viability of investment opportunities., • Assist in the preparation of Broker Opinion of Values (BOVs), investment memorandums, and pitch materials., • Assist in pricing strategies and scenario analysis for investment offerings. Transaction Support • Coordinate due diligence materials, property tours, and client communications throughout the transaction lifecycle., • Track transaction pipeline and update databases., • Track and manage transaction timelines, data rooms, and investor communications. Marketing & Business Development • Help draft and design marketing collateral, offering memorandums, and digital campaigns., • Participate in client meetings, property pitches, and industry networking events as needed., • Assist in identifying and engaging prospective buyers, lenders, and capital sources. Team Collaboration • Work closely with senior brokers, analysts, and marketing teams to deliver high-quality service and execute deals. Education and Experience Requested: • Bachelor’s degree in Real Estate, Finance, Business, Economics, or related field., • 2–3 years of experience in commercial real estate, investment banking, or capital markets., • Strong financial modeling and analytical skills; proficiency in Excel and Argus Enterprise required., • Excellent interpersonal and communication skills, both written and verbal., • Strong computer skills, proficient in MS Office programs., • High attention to detail, ability to multitask and work in a fast-paced, deal-driven environment., • Familiarity with major commercial real estate markets and asset types (office, multifamily, industrial, retail, etc.)., • Real estate salesperson license (or ability to obtain within 90 days of hire) required. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

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 Business 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 Business 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.

ABOUT SAVILLS At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives and workplace strategy/occupant experience, we’ve boosted the potential of workplaces around the corner, and around the world, for 160 years and counting. ESSENTIAL DUTIES & RESPONSIBILTIES: • Partner with local brokerage professionals to negotiate the business terms of multi-market commercial real estate transactions, including, but not limited to, leases, purchase & sale agreements, LOI’s, etc., • Collaborates with clients, brokers, and attorneys with all documents including Contract of Sale and Lease., • Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, protocols, commitments, and milestones., • Manage all required reporting, draft business cases if required and track KPI’s., • Coordinates field broker selection and other required resources, subject matter experts, and business partners. If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution., • Working closely with the assigned client, develop the tactical plan for implementing the Client’s business strategies, • Create financial analysis and understand the economic impacts of transaction activity, • In partnership with brokerage partners, draft and create a large variety of relevant documents, including but not limited to letters of engagement, market analysis and surveys, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, etc., • Understands how to create, review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions., • Works closely with Savills’ and/or client's Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines., • Other duties may be assigned. QUALIFCATIONS: • Real Estate Salesperson or broker license required., • Bachelor’s degree or relevant experience., • Prefer transaction management experience in commercial real estate, preferably multi-market work negotiating a wide variety of property uses (office, industrial, life sciences, retail, etc.), • Extensive knowledge of financial terms, principles, policies, and practices relating to real estate transactions., • Advanced computer software application (Microsoft Excel, Word, PowerPoint, Outlook, etc.) QUALITIES & ATTRIBUTES: • Positive, relatable, high-energy individual with a tendency and ability to take initiative, follow through and see tasks through to completion., • Excellent oral and written communication skills., • Excellent interpersonal and organizational skills with ability to manage multiple projects simultaneously., • Ability to work in a fast-paced and sometime unpredictable environment; works well under pressure and tight deadlines., • Ability to work independently and thinks proactively and strategically. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

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 orqIAA8qX7

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 The Account Manager is responsible for assisting the producer/broker in executing growth and profit initiatives by providing exemplary support services and developing/maintaining positive business relationships with retailers, carriers and co-workers. This would be an office position in the Dallas Fort Worth area, or for qualified applicants, it is possible to structure a hybrid or remote role. Qualifications: • Solicit renewal information on accounts, • Endorsement processing, • Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures, • Rate new business and renewal submissions within assigned authority or in the direction of the Underwriter, • Review carrier quotations for accuracy and send them to agents for consideration, • Follow-up with retailers as needed to ensure the bind, • Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and/or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed, • Review policies, endorsements, and other account activity for accuracy, • Processes affidavit filings as required and directed, • Understand and adhere to state tax requirements, • Property & Casualty license is required., • Minimum of 2 years of previous P&C 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. Powered by JazzHR yV84okHCP3

Job DescriptionWholesaler that is fairly new to the market is looking for a Commercial Binding Authority underwriter to work Texas and surrounding areas. They have some markets to serve the area and are looking for someone who has local connections. They will consider a person who has at least 3 years of experience as a company underwriter or an underwriting background with a wholesale broker. They will also look at an assistant who wants to move up, as long as you have written some business in the past. Join this group on the ground floor and help them build their organization. If this one is not a fit for you, we have numerous other brokers we can place you with. #LI-GW1

Job Description Novatae Risk Group is 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., • 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. 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 E8t8OJxD9A

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 Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What were looking for... Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Products and solutions 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 Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies and business solutions. Human guidance When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.

Job Description Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions 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 Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, the average income in 2020 was $91,351.3. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of our position in the industry.6 New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine’s Training Top 100 for 20218 We’re proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America’s Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We’re proud of the help we’ve provided and continue to provide clients.9 5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.10 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Offered by properly licensed Registered Representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life Company. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include, but are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. Based on 2020 Company data. Actual income and compensation are not guaranteed and depend on a number of factors, including the individual sales results and the contract type of each agent. The historical income figures shown above do not take into account agent-authorized expenses that can reduce the compensation payments an agent receives. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard Poor’s AA+ (as of 6/22/2022). Full list of our awards is available here: Source: order to qualify for Learning Elite status, organizations that choose to apply must succeed in scoring above the qualifying benchmark in five key performance areas that are core to LD: learning strategy, leadership commitment, learning execution, learning impact, and business performance results. Source: Training Magazine All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2021. 10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. Compensation: $50,000 - $80,000 yearly Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Prospect and contact potential clients to discuss their financial needs and concerns, • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals, • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs, • Create and implement business and marketing plans that will expand your client base, • Develop your professional skills and knowledge through the New York Life training curriculum, • Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning, • Potential for growth within the company, • Manage schedule and calendar, • This is a full-time position Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Sales experience preferred with a growth mindset, • Strong business acumen, • Must possess uncompromising integrity, • Ability to engage your community and leverage personal networks and contacts, • Excellent communication skills, both written and verbal, to communicate complex skills, • Motivated and driven personality, • Self-disciplined, • Willingness to obtain licensure, if necessary, • Strong leadership skills, • Ability to adapt to changing needs, • Innovative and self-driven, • FlexibilityAbout Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.