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Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

As an Audit Manager, you will be a key leader responsible for overseeing the planning, execution, and successful completion of audit engagements. Your extensive experience in audit and assurance, combined with your leadership skills, will drive the firm's commitment to delivering exceptional client service, maintaining high-quality standards, and fostering team growth. \n \n Engagement Leadership \n\n • Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements\n, • Ensure adherence to engagement timelines, budgets, and firm standards\n\n \n Client Relationship Management \n\n • Build and maintain strong client relationships, serving as the primary point of contact for audit engagements\n, • Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting\n\n \n Audit Planning and Strategy \n\n • Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives\n, • Oversee the allocation of resources, assignment of roles, and development of audit programs\n\n \n Audit Execution, Review, Technical Expertise \n\n • Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures\n, • Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones\n, • Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement\n, • Provide expert guidance to the team on complex accounting and auditing issues\n\n \n Team Development and Mentorship \n\n • Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth\n, • Conduct performance evaluations, provide feedback, and identify opportunities for skill development\n\n \n Quality Control and Assurance \n\n • Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations\n, • Implement best practices and methodologies to enhance the quality of audit engagements\n\n \n Business Development \n\n • Identify opportunities to expand the firm's client base and service offerings\n, • Contribute to business development activities, including client proposals, presentations, and networking\n\n \n Supervisory responsibilities \n\n • Will supervise subordinate team members\n\n \n Work environment \n\n • Work is conducted in a professional office environment with minimal distractions\n\n \n Physical demands \n\n • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time\n, • Must be able to lift to 15 pounds at a time\n\n \n Travel required \n\n • Travel may be frequent and unpredictable, depending on client’s needs\n\n \n Required education and experience \n\n • Bachelor’s degree in accounting, finance, or a related field\n, • 5 – 8 years of relevant experience\n, • 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities\n, • CPA license is required; equivalent certifications are required for IT audit\n, • Responsible for completing the minimum CPE credit requirement\n, • Specific positions may require additional industry or specialization certifications\n\n \n Preferred education and experience \n\n • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting\n\n \n Other duties \n Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. \n \n For job postings in our Newburgh and Poughkeepsie locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $121,000 to $160,000.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. 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—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources 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. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Job Description The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week. Essential Duties and Responsibilities • Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning, • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes, • Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews, • Manage data and plans in financial planning software, • Learn the technical aspects of the advisor position and prepare to service clients independently, • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply, • Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings, • Clearly articulate complex concepts to clients, • Proactively communicate with clients and follow up on all contacts assigned, • Manage and prioritize multiple competing priorities daily in pursuit of business objectives, • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business, • Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork, • Other duties as assigned Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products, • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential, • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners, and product wholesalers, • Experience with the following software is preferred, • Redtail client CRM, • MoneyGuide Pro/Elite, • eMoney, • Morningstar Advisor Workstation Education and/or Experience • Bachelor’s degree in finance, accounting, or related field, • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required, • Series 65/66 preferred: (or ability to obtain)

Job Description The Territory Sales Manager is responsible for planning, organizing, maintaining, developing and growing a volume driven and profitable base of target and core dealers while ensuring that each member of the dealer base is aware of the features and benefits of COD products and services. Position Responsibilities may include: • Plan, organize, maintain, develop, and grow a volume driven and profitable base of approximately 50 target and core dealers., • Target and sign-up Dealers within assigned territory., • Build sales through active communication with existing and potential customers about new product launches, services, supplies, prices, programs and discounts., • Maintain and improve sales revenue and gross margin., • Maintain an accurate call history within the CRM system., • Collaborate with Branch Managers and their teams to increase sales within the assigned branches within territory, • As required, develop remedial action plans to meet or exceed customer development and sales targets on a weekly basis., • Be the channel expert on the features, benefits, product performance, and design guidelines for products sold., • Ensure client accounts have all the information they require to maintain and exceed customer service expectations including policies and processes on promotions, new product launches, billing, returns, product changes etc., • Periodically reach out to customers to determine satisfaction with the organization, products and services, • Monitor competitive activity and trends within territory., • Expand knowledge base of the company’s products and features., • Understand and follow work instructions, operating procedures and company policies., • Perform additional projects/duties to support ongoing business needs. Nature & Scope: • Has working knowledge and skills to perform a defined set of analytical/scientific methods or operational processes, • Applies experience and skills to complete assigned work within own area of expertise, • Works within standard operating procedures and/or scientific methods, • Works with a moderate degree of supervision Knowledge & Skills: • Proficient sales ability with the ability to build and action a robust sales plan, • Excellent communication and presentation skills; both verbal and written, • Proficient computer skills required including Microsoft Office and internal systems like CRM, expense reporting, etc., • Strong relationship building and customer service skills with the ability to generate new business through negotiating and carrying out a sales plan, • Strong organizational and multi-tasking and time management skills, • Ability to focus and high level of attention to detail, • Ability to read and interpret construction documents and drawings/plans, • Knowledge of HVAC products, services, customers and market trends, • Demonstrates discernment and sound judgment, • Self-motivated with the ability to work autonomously with minimal supervision, • Ability to apply good judgement, strong work ethics and integrity on the job. Experience: • Minimum 5 years of sales experience preferably within the HVAC industry Education/Certification: • High School Diploma or GED equivalent, • College degree preferred People Management: No Physical Requirements / Work Environment: • Must be able to perform essential responsibilities with or without reasonable accommodations Reports To: • Area Sales Manager Pay Range: $85,000 base pay plus competitive commission and bonus incentive plan The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description In our commitment to professional growth and development, full-time Clinicians receive 12 hours of paid professional development time annually to attend training or conferences that meet their individual learning needs and interests. At Family Services, we are actively supporting our community's mental health. The diverse team of Clinicians at our eight Behavioral Health Centers in Dutchess and Ulster Counties offer person-centered and community-informed support to anyone seeking to make a positive change in their lives, no matter their background. If you are interested in supporting everyone's right to thrive apply and let's start a conversation. Our team is seeking a Licensed Clinician (LMSW, LCSW, LMHC, LMFT, MHC-LP) to join our Beacon Behavioral Health Team. Title: Clinician, LMSW, LCSW, LMHC, LMFT, MHC-LP Status: Full-Time, Exempt, 40 hours per week Schedule: Monday-Friday with one late night. No on-call, no weekends, and no holiday requirements. Supervisor: Senior Director of Clinical Services Locations: 223 Main St. Beacon, NY Salary Range: $60,000 - $75,000 annually (MHC-LPs will be considered at a rate of $55,000 annually) Salaries are based on experience, education, and length of licensure. Are you looking to serve your community through hands-on outpatient mental health work while being surrounded by an encouraging and knowledgeable team dedicated to helping you grow as a professional? At Family Services, Inc. we believe in doing just that. By bringing together skilled practitioners and those in the community that could benefit from their support and skills, we’re building stronger and safer neighborhoods throughout Dutchess, Orange, and Ulster counties, one step at a time. Job Requirements: • Licensed Master Social Worker (LMSW)., • Licensed Clinical Social Worker (LCSW)., • Licensed Marriage & Family Therapist (LMFT)., • Licensed Mental Health Counselor (LMHC)., • Must possess NYS license. Other Requirements: • Possess strong administrative, time management and organizational skills., • Be an adept communicator with strong relationship-building skills., • Bilingual in English & Spanish is a plus. Job Responsibilities: As a Licensed Clinician with Family Services, you’ll have the opportunity to work with individuals in the following ways. • Provide clients with individual and group therapy., • Assist with the intake and screening of new clients into the system and providing information on their psycho-social history., • Complete a differential diagnosis for clients and refer them to the appropriate program(s) and/or case manager/licensed prescriber for services not under this position’s jurisdiction., • Create a treatment plan for clients, modify on an ongoing basis in reflection of their progress in therapy and prepare them for the completion of their treatment., • Complete administrative tasks including, but not limited to, maintaining case records, documenting all clients’ contacts, and meeting deadlines, responding to outside agency queries regarding client information., • Develop and implement follow-up studies to determine program effectiveness., • Coordinate with appropriate parties on client’s treatment (i.e., schools, Social Services, probation department)., • Provide clients with information and educational community activities to combat substance use and mental health issues., • Act as a client advocate and liaison with community resources., • Provide training to colleagues on issues related to mental health treatment. We value flexibility and support in our work environment and offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Our benefits packages include: Benefits: • Medical, dental, and vision coverage., • 403(b) retirement plan with employer match up to 5%., • Generous paid vacation, holiday, sick and personal time package (2 weeks’ vacation to start, 13 paid holidays per year, 12 sick days per year and 4 personal days per year)., • Employee assistance program (EAP)., • Access to Family Services’ Compassionate Leave Program where employees can donate/receive unused time off., • Group term life and long-term disability insurance., • Supplemental life insurance & accidental death and dismemberment coverage (AD&D), supplemental insurance through Aflac., • Pet insurance., • Family Services Behavioral Health Centers are eligible for the Substance Use Disorder Treatment and Recovery Loan Repayment Program (STAR LRP) through the federal Health Resources & Services Administration (HRSA). This is a program where an employee’s student loan repayment funds are provided in exchange for a commitment to work at a STAR LRP approved facility for a certain number of years. Our Mission: To support people, strengthen families, and nurture safer, healthier communities. Our Values: Compassion – Extending empathy and understanding to others. Integrity – Being honest and dependable. Hope – Believing in the strength of the human spirit and heart, to emerge and thrive when faced with a challenge. Diversity – Promoting a vision of community comprised of wide-ranging assets. Respect – Treating all individuals with dignity and without judgement. Community – Recognizing and reinforcing the importance of our world as being comprised of people of differing strengths and perspectives. Justice – Promoting social and economic equity and fairness. Quality – Aspiring for excellence in every aspect of our work. In this role you will be a part of a collegial inclusive workplace that welcomes and celebrates your unique contributions when it comes to culture, ethnicity, race, sex, gender identity and expression, nation of origin, languages spoken, color, religion, sexual orientation, and beliefs. We strongly feel bringing your authentic self to work benefits both your clients and your fellow team members. #INDTH Family Services, Inc. complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact hr@familyservicesny.org. Family Services is an equal opportunity employer. We follow federal, state, and local laws prohibiting discrimination in hiring and employment. Must be authorized to work in the United States without work sponsorship. Powered by JazzHR t0hhBcgfy1

Job Description Step into a career where your designs don’t just sit on paper, they shape communities, guide growth, and set the rhythm for future development ???? We are a well-established, confidential land surveying and civil engineering firm with 50+ years of success, known for delivering high-quality solutions across residential, commercial, and public sector projects. With a steady pipeline of work and a strong regional reputation, we are now looking for a Senior Civil Engineer ready to step into leadership and long-term ownership potential. This is more than a job. It is a clear path toward Principal or Partner level involvement for someone who brings both technical excellence and a vision for growth. Why You’ll Love This Role • True Partner track potential, • Attractive sign-on bonus, • Relocation assistance available, • Competitive salary around $110K+ DOE, • Flexible scheduling for work-life balance, • Health insurance coverage, • Company-matching 401(k), • Paid holidays + generous PTO, • Team culture that values appreciation events and connection throughout the year, • Leadership that believes in fairness, transparency, and professional growth What You’ll Be Doing You’ll take the lead on meaningful, complex civil engineering work across a wide range of land development projects, including: • Applying standard civil engineering techniques, procedures, and design criteria, • Performing and managing computations, reports, permit applications, and CAD drawings, • Designing site plans, grading, utilities, erosion and sediment control systems, • Stormwater management design and analysis (including SWPPP compliance), • Roadway, parking, and infrastructure design, • Minor water and wastewater system design, • Preparing proposals for professional services, • Managing projects from concept through completion, • Client engagement and relationship management, • Mentoring and supporting junior staff, • Contributing to technical strategy and presenting at meetings and public forums Projects You’ll Touch Your work will help shape communities through: • Town and planning board consultations, • Land use and zoning compliance reviews, • Site analysis and development planning, • Commercial and office park design, • Stormwater pollution prevention planning, • Sanitary systems design, testing, and permitting, • Roads, bridges, and transportation-related infrastructure, • Water, wastewater, and stormwater system design Requirements What You Bring • Bachelor’s degree in Civil Engineering (ABET/EAC accredited), • Active Professional Engineer (PE) license, • Experience in land development within a consulting environment, • Strong proficiency in AutoCAD Civil 3D, HydroCAD, and Microsoft Suite, • Excellent communication skills, both written and verbal, • Strong organization, attention to detail, and time management, • Confidence working in a fast-paced, collaborative environment across multiple deadlines, • Leadership mindset with ambition to grow into a senior decision-making role Benefits About the Opportunity This is a firm where engineering meets longevity. With over five decades of trusted service, the organization is known for anticipating challenges early, solving them efficiently, and keeping projects moving smoothly. The culture is built on respect, collaboration, and real professional development. Leaders genuinely invest in their team, offering flexibility, balance, and a clear path to advancement that includes ownership potential for the right person.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job DescriptionBenefits: • 401(k), • Employee discounts We are CRDN (Certified Restoration Drycleaning Network), the industry leader in personal property and contents restoration, helping families and businesses recover textiles, electronics, artwork, and other belongings after fire, water, smoke, and other loss events. We're growing our local team and looking for a sales-driven professional who wants to build lasting commercial relationships while developing hands-on project management skills. Position Overview: We're hiring an experienced, motivated salesperson to drive business-to-business growth for our contents restoration services. This role is ideal for someone who thrives on building relationships with insurance agents, adjusters, property managers, and commercial accounts — and who is eager to grow beyond sales into project management. You'll split your time between sales work (contacting and meeting new prospective clients, and introducing yourself to existing clients) and field work (meeting new clients onsite, discussing our process, getting teams started at jobs, project logistics & management). You will spend your first few weeks learning every aspect of our services so you can speak better from first-hand experience. Territory & Work Locations: This new role will primarily be focused in New York's Hudson Valley (Orange, Rockland, Dutchess, Ulster, and Sullivan counties) and surrounding areas, but may also be called upon to help in our other territories of Northeast Pennsylvania, and the greater Binghamton, NY. You'll work out of our offices in Newburgh, NY and may frequently travel to our warehouse/storage facilities in Middletown NY, Port Jervis, NY and Duryea, PA. We will provide a car for you to use during the work day. What You'll Do: • Generate and manage new B2B business through outreach to insurance carriers, agents, adjusters, property managers, and commercial clients., • Build and maintain long-term relationships that create repeat and referral business., • Represent CRDN at jobsites, assessing loss situations and explaining our restoration process for textiles, electronics, artwork, and contents., • Spend time in our warehouse learning restoration workflows so you can accurately scope jobs and set client expectations., • Partner with operations and production teams to ensure a smooth handoff from sale to project execution., • Progressively take on project management responsibilities — tracking timelines, coordinating logistics, and ensuring jobs are completed to CRDN standards., • Maintain accurate records of leads, opportunities, and account activity in our CRM., • Represent the CRDN brand professionally in all client and community interactions. What We're Looking For, • Proven experience in B2B sales, business development, or account management (restoration, insurance, or related industry experience a plus)., • Self-motivated and comfortable prospecting, networking, and closing new business., • Willingness and interest to learn project management — no prior PM experience required, just a genuine desire to grow into it., • Comfortable working across varied environments: office, client sites, and warehouse., • Strong communication and relationship-building skills with a professional, trustworthy presence., • Organized, detail-oriented, and able to manage multiple accounts and priorities at once., • Valid driver's license and reliable transportation for local jobsite visits., • Basic computer/CRM proficiency; ability to learn new software and systems quickly. What We Offer: • Competitive compensation with growth potential as you take on project management duties., • Hands-on training in a specialized, in-demand industry., • Opportunities of growth within the company., • A supportive team environment backed by a respected national brand. How to Apply: If you're a driven salesperson who wants to build real relationships, get your hands into meaningful work, and grow into project management, we'd love to hear from you. To apply, send your resume to admin@crdnnepa.com or contact us at 845-820-1627.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job DescriptionProperty & Casualty Insurance Specialist Location: Fishkill, NY (100% on-site) Employment Type: Full-Time | Direct Hire Salary: $50,000–$65,000 annually, based on experience Schedule: Monday–Friday 8:30 AM – 4:30 PM or 9:00 AM – 5:00 PM Job Overview We are seeking a customer-focused Property & Casualty Insurance Specialist to join a growing insurance team in Fishkill, NY. This role supports both new and existing personal lines clients by providing exceptional service, processing policy changes, quoting new business, and helping maintain long-term client relationships. This is an excellent opportunity for candidates with personal lines insurance experience who are looking to grow their careers in a professional, relationship-driven environment. Property & Casualty Insurance Specialist Responsibilities: • Service personal lines insurance accounts and assist clients with coverage needs, • Respond to calls, emails, and in-office inquiries regarding policy changes, renewals, and new insurance requests, • Prepare quotes for new business and assist with policy reviews, • Process endorsements, cancellations, reinstatements, and account updates, • Educate clients on coverage options, policy changes, exclusions, and potential exposures, • Remarket accounts when appropriate to provide competitive coverage solutions, • Maintain accurate client records and document all communications, • Build client relationships and assist with retention efforts, • Generate referrals and support new business development initiatives, • Collaborate with carriers, producers, and agency staff to provide excellent customer service Qualifications & Experience • Property & Casualty (P&C) License preferred, • Candidates without a license will be considered if they have 1–3 years of insurance industry experience and are willing to obtain their license, • Previous experience in personal lines insurance, insurance customer service, account management, or agency support preferred, • Strong communication and relationship-building skills, • Excellent attention to detail and organizational abilities, • Proficiency with Microsoft Office and agency management software, • Ability to multitask and prioritize in a fast-paced environment, • High school diploma or equivalent required Why Join This Opportunity? • Direct hire opportunity with long-term growth potential, • Competitive salary based on experience, • Stable weekday schedule, • Opportunity to obtain licensing and advance your insurance career, • Supportive, team-oriented environment, • Mix of customer service, account management, and business development responsibilities Apply Now! If you have experience in personal lines insurance, customer service, account management, policy servicing, or insurance sales support, apply today for immediate consideration for this Property & Casualty Insurance Specialist opportunity in Fishkill, NY. Candidates working toward obtaining their P&C license are encouraged to apply. #ZR #Admin2026\nCompany Description Ethan Allen Workforce Solutions offers job seekers and employers the most complete, leading-edge employment services in the Hudson Valley. Whether you are looking for employment opportunities, quality employees or off-site personnel services such as payroll, employee benefits or risk management, we are experts in meeting the needs of workers and companies across the Hudson Valley! Ethan Allen Workforce Solutions offers job seekers and employers the most complete, leading-edge employment services in the Hudson Valley.\r\n\r\nWhether you are looking for employment opportunities, quality employees or off-site personnel services such as payroll, employee benefits or risk management, we are experts in meeting the needs of workers and companies across the Hudson Valley!

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. PRIVATE PAY- GOSHEN, & POUGHKEEPSIE DUTIES & RESPONSIBILITIES: By following the Care Plan that has been completed by the Nursing Supervisor, the Home Health Aide provides assistance with the following: • Maintain a healthy, safe environment. Providing nutritional and environmental support., • Assist with personal hygiene, toileting, dressing, walking and feeding the client., • Position the client when instructed to do so., • Assist with certain treatments and therapy as ordered by the physician and approved by the nursing supervisor., • Remind the client to take medications., • Assist with payment of bills ONLY when authorized to do so and it is documented on the assignment sheet., • Run errands when authorized to do so. Documentation on the Aide Charting Sheet daily., • Report any important information or changes in the client's condition to the agency and/or the nursing supervisor when necessary., • Use of medical supplies and equipment when appropriate., • Emotional support and the development of a trusting relationship between the aide and the client., • Encouragement of client independence. QUALIFICATIONS/EDUCATION: • Must be eighteen (18) years of age or older., • Must have a certificate from a Home Health Aide training program consistent with State requirements with evidence of ongoing in-service education to maintain the certificate., • Must have the maturity necessary for establishing and maintaining a good work relationship with the client, the client's family and agency personnel., • Have a sincere interest in and a sympathetic attitude towards caring for the sick and disabled. A HOME HEALTH AIDE MUST: • Get along well with others., • Be dependable and trustworthy., • Maintain compliance with all agency policies and procedures., • Maintain in-service requirements as specified in State and agency regulations., • Be a good listener, exhibit empathy for the sick, disabled and elderly, and be sensitive to the feelings of others., • Be neatly dressed and have good personal hygiene habits., • Maintain good health habits with regular physical and dental exams., • Wear an identification badge while working. FUNCTIONAL ABILITIES: • Able to lift, turn and transfer clients, • Able to lift up to 50 pounds., • Must be able to stoop and bend., • Visual/ hearing ability sufficient to comprehend written and verbal communication., • Able to verbalize so that the average person can understand., • Provide direct care according to the established client plan of care., • Carry out a wide variety of tasks under the direction of the nursing supervisor. WORK ENVIRONMENT: • Regular exposure to client elements and occasional stress. $18.10 - 19.10/hr. based on location WKDWPPCS If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. PRIVATE PAY- GOSHEN, & POUGHKEEPSIE By following the Care Plan that has been completed by the Nursing Supervisor, the Home Health Aide provides assistance with the following: • Maintain a healthy, safe environment. Providing nutritional and environmental support., • Assist with personal hygiene, toileting, dressing, walking and feeding the client., • Position the client when instructed to do so., • Assist with certain treatments and therapy as ordered by the physician and approved by the nursing supervisor., • Remind the client to take medications., • Assist with payment of bills ONLY when authorized to do so and it is documented on the assignment sheet., • Run errands when authorized to do so. Documentation on the Aide Charting Sheet daily., • Report any important information or changes in the client's condition to the agency and/or the nursing supervisor when necessary., • Use of medical supplies and equipment when appropriate., • Emotional support and the development of a trusting relationship between the aide and the client., • Encouragement of client independence. Must be eighteen (18) years of age or older. Must have a certificate from a Home Health Aide training program consistent with State requirements with evidence of ongoing in-service education to maintain the certificate. Must have the maturity necessary for establishing and maintaining a good work relationship with the client, the client's family and agency personnel. Have a sincere interest in and a sympathetic attitude towards caring for the sick and disabled. Get along well with others. Be dependable and trustworthy. Maintain compliance with all agency policies and procedures. Maintain in-service requirements as specified in State and agency regulations. Enjoy working with others. Be a good listener, exhibit empathy for the sick, disabled and elderly, and be sensitive to the feelings of others. Be neatly dressed and have good personal hygiene habits. Maintain good health habits with regular physical and dental exams. Wear an identification badge while working. Able to lift, turn and transfer clients. Able to lift up to 50 pounds. Must be able to stoop and bend. Visual/ hearing ability sufficient to comprehend written and verbal communication. Able to verbalize so that the average person can understand. Provide direct care according to the established client plan of care. Carry out a wide variety of tasks under the direction of the nursing supervisor. Regular exposure to client elements and occasional stress. $18.10 - 19.10/hr. based on location If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Salary: $75,000-$85,000 The Account Manager, PCS Division is responsible for developing, managing, and expanding relationships with referral sources to drive growth in the Personal Care Services (PCS) Division. This role focuses on maintaining strong partnerships with hospitals, CHHAs, MLTC plans, community organizations, and other referral sources while ensuring a consistent pipeline of qualified referrals. The Account Manager will work closely with Intake, Recruitment, and Operations to ensure successful case conversion, service initiation, and ongoing client satisfaction. This is a commission-driven role ideal for a results-oriented professional motivated by growth, relationship-building, and revenue generation. • Develop, manage, and grow relationships with referral sources including MLTC plans, hospitals, rehabilitation centers, CHHAs, and community partners., • Serve as the primary point of contact for assigned referral sources, ensuring consistent communication, responsiveness, and service excellence., • Proactively identify new business opportunities and referral partnerships to expand PCS service lines., • Conduct regular in-person and virtual visits with referral sources to strengthen relationships and promote agency services., • Track referral activity, conversion rates, and performance metrics to drive strategic growth initiatives., • Collaborate with Intake and Recruitment teams to ensure timely processing, staffing, and start of care for all referred cases., • Follow up on all referrals to ensure successful admission and address any barriers to service initiation., • Resolve service issues or concerns raised by referral sources, patients, or internal teams in a timely and professional manner., • Maintain a strong understanding of PCS eligibility, payor requirements, and service offerings to effectively position the organization., • Provide feedback to leadership on market trends, competitor activity, and opportunities for growth., • Participate in networking events, community outreach initiatives, and industry meetings to enhance brand presence., • Maintain accurate documentation of referral activity, account interactions, and outcomes in the organization's systems., • Meet and exceed monthly and quarterly referral and revenue targets., • Performs other duties as required by the Account Manager role. LPN (Licensed Practical Nurse), LMSW (Licensed Master Social Worker) or other graduate degree. Prior experience in home care, healthcare marketing, intake, or account management strongly preferred. Proven ability to build and maintain professional relationships within the healthcare community. Demonstrated success in a commission-driven or performance-based role. Understanding of Personal Care Services (PCS), MLTC plans, and home care operations. Excellent interpersonal, communication, and presentation skills. Highly motivated, results-driven, and comfortable working in a fast-paced, target-oriented environment. Strong organizational and time management skills with the ability to manage multiple accounts. Proficient in Microsoft Office and CRM/database systems. Ability to handle multiple tasks. Ability to problem solve. Computer literate in fiscal management and other database programs. Demonstrate trustworthiness and discrete disposition in carrying out regulatory tasks. Excellent written and oral communication skills. Possess excellent interpersonal skills and ability to work well with others. Base Salary: $75,000 - $85,000 annually Transitions to Commission: Uncapped, based on referral volume, case conversions, and revenue growth Ergonomic workspace Ambient interiors Organized office plan Hygienic environment Employee satisfaction Staff loyalty Employee empowerment Career growth Always Compassionate Health is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Always Compassionate Health are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, creed, national, social or ethnic origin, political viewpoint, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, protected veteran status, citizenship status when otherwise legally able to work, or any other status protected by the laws or regulations in the locations where we operate. Acknowledgement: I acknowledge receipt of this job description and agree to adhere to the terms outlined. • Dental insurance, • Health insurance, • Paid time off Work Location: In person

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products Provide IRS support, tax notice assistance, and audit guidance to clients as needed Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Successful completion of the H&R Block Tax Knowledge Assessment 1 Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns Experience working in a client facing, consultative, or advisory role Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language Must complete continuing education and meet all other IRS and applicable state requirements High school diploma / GED / equivalent required Bachelor's degree in accounting, finance or a related field 5+ years of experience in tax preparation, accounting, finance, bookkeeping CPA or Enrolled Agent (EA), or other IRS Circular 230 credential Experience completing complex returns, tax planning, audit support, or tax notice resolution Familiarity with GoSystem or Ultratax software Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $16.00 - $80.00/Hr.

Job Description Account Executive – Hopewell Junction, NY. Build Relationships. Drive Growth. Shape the Future. AVI Foodsystems is seeking a dynamic, results-driven Contract Foodservice Account Executive to lead business development efforts throughout the Hopewell Junction, NY market. If you thrive on building relationships, uncovering opportunities, and winning new business, this is your chance to join an industry leader with a reputation for excellence. Since 1960, AVI Foodsystems has grown into one of the nation's most respected and trusted food service providers. Our success is built on delivering exceptional dining experiences through fresh, high-quality ingredients, unmatched customer service, innovative solutions, and a commitment to creating value for every client we serve. As an Account Executive, you'll play a pivotal role in expanding our footprint, developing strategic partnerships, and driving revenue growth in one of the most exciting markets in the country. This position has a base salary range of 60K to 70K plus commission. What You'll Do • Identify, prospect, and cultivate relationships with potential clients throughout the territory, • Drive aggressive business growth through strategic sales initiatives and consultative selling, • Develop a deep understanding of market trends, customer needs, and competitive activity, • Continuously uncover and pursue new business opportunities across multiple industries, • Partner closely with operations leaders to create customized solutions and winning proposals, • Build and maintain a robust pipeline of qualified prospects and business leads, • Represent AVI Foodsystems with professionalism, integrity, and passion, • Contribute to our mission, vision, and core values while helping shape the future of our organization What We're Looking For • Minimum of 3 years of proven success in Business-to-Business sales and business development, • Experience in contract food service, vending, office coffee service, hospitality, facilities management, or related industries is preferred, • Highly motivated self-starter with the ability to work independently and manage a large territory, • Competitive, driven, and goal-oriented mindset with a passion for winning, • Exceptional relationship-building, communication, and presentation skills, • Knowledge of the Hopewell Junction, NY market or willingness to relocate to the area, • Bachelor's degree preferred, but equivalent experience will be considered Why AVI Foodsystems? At AVI, you'll find more than a job, you'll find a career with unlimited potential. We invest in our people and provide the resources, support, and opportunities needed to succeed. What We Offer • Competitive base salary plus uncapped earning potential, • Comprehensive health, dental, vision, and life insurance, • Generous 401(k) plan with company match, • Paid vacation and holidays, • Ongoing professional development and leadership training, • Advancement opportunities within a growing, family-owned organization, • A culture built on respect, teamwork, and entrepreneurial spirit If you're ready to take ownership of your territory, build lasting client relationships, and make a significant impact with an industry-leading organization, we'd love to hear from you. Join AVI Foodsystems and help us redefine exceptional food service experiences across the Hopewell Junction, NY area We conduct pre-employment drug testing. Equal Opportunity Employer. #LI-VA1

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them