Client service representative jobs in Portland, OR - Page 3Create job alerts

Job DescriptionSalary: $18 / hr + Bonus Opportunit Job Title: Wellness Concierge Reports to:Customer Experience Manager Schedule:Variable, some weekends Classification:Full-Time or Part-Time Compensation: $18 /hr+ Monthly Bonus Opportunity Exempt/Non-Exempt: Non-Exempt PositionOverview At Root Whole Body,werebuilding something bigger than a wellness clinic.Werecreating a community dedicated to whole body healthphysically, mentally, emotionally. As a Wellness Concierge,you create a welcoming first impression on any client that walks through our doors.Yourenot just schedulingappointments;youreguiding people on a wellness journey,securing membership sign-ups for Whole-Body Health Accounts, playing a crucial role in every step for client wellness.Youreproactive and personable, with a natural ability tomaximize appointment bookings, upselling pre-existing appointmentsand filling open appointment times through outreach. You thrive in a fast-paced environment, balancinghitting sales targets, andtakingpride in creating seamless,authentic experiences for clients and team members alike.Whenyou see an opportunity tocreate a lasting impactonsomeones wellness journey, youdontwait. You lead. Primary Responsibilities Customer Experience & Service Standards • Welcome all thosewho walkinto our doors with an inclusive and compassionate language and attitude, sharing the Root story in our tour, and inviting visitors to take care of themselves and become a part of our community., • Ensures all clients are met with a consistent level of top-tier customer service, addressing client issues and concernsin a timely mannerwith a compassionate lens, • Oversees the reception areaincluding directing client interactions, phone calls, email bookings and sales to maximize and achieve revenue targets., • Maintains client profiles in ensuring all required information and documentation are onfile,such as valid card information, waivers, and insurance information. Whole Body Health Accounts & Sales • Promotesandsecures new Whole Body Health Accountsignups, actively working to exceed personal and team membership performance goals., • Stays up to date on appointment and sales KPIstoidentifyareas of growth in booking, sales, and membership sales., • Utilizes the 1-2-3 checkout process to build longstanding relationships with new clients and continue to nurture relationships with current clientsinsame-dayrebooking. Schedule Optimization & Outreach • Audits the appointment schedule in Mindbody week by week to maximize appointmentcapacity., • Recognize opportunities in the schedule to move current booked appointments and create further practitioner availability. Supervisory Responsibilities None. Relational Skills Must be able to work individually as well as collaboratively with a team; Models and encourages respectful and professional channels of communication: approach others in a tactful manner. Reacts well under pressure and treats others with respect and consideration. Must have the ability to accept responsibility for own actions and follow through on commitments between coworkers and departments.The employee must maintain competencies and demonstrate continuous application of these skills throughout the period of employment. • Strong leadership, interpersonal, and team-building skills., • Excellent organizational, problem-solving, and communication abilities., • Calm, detail-oriented, and able to multitask in a dynamic environment. Qualifications Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the health and safety of the employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilityrequired. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education & Experience Required: • At least 2 years experience in a clinic, spa,retail, or customer-facingwellnessenvironment., • At least 1 year ofsales experiencewith a proventrack recordof exceeding sales targets., • Flexible availability, includingsome evenings.Must be available to work at least 1 weekend day., • Natural connector who thrives in a fast-paced and goal-centered workplace., • Deep belief in natural, integrative healthcareideally with your own story or passion for wellness Preferred: • Experience using an appointment booking system, specifically Mindbody, preferred. Physical Demands & Work Environment This roleoperatesin a serene, wellness-focused environment centered around healing, presence, and whole-body health. The position requires interaction with guests, staff, vendors, and members of the wider wellness community. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employeeis regularly required tosit, stand for extended periods, speak,hearand understand, see, work on screen, meet onscreen, type. The employeeis occasionally required towalk. This position requires the employee to work onsite. The employee will occasionallybe requiredto lift and/or move up to 25 pounds. Root Whole Body is an Equal Opportunity Employer. Employment decisions are made without regard to race, age, religion, color, gender, gender expression and identification, sexual orientation, national origin, physical or mental disability, marital or veteran status, or any other classification protectedbylaw.

Job Description Bosch Appliance (Part Time) factory account representative in an assigned territory and establishes relationships with store associates and management teams to increase sales. Ensure that products are displayed appropriately, with proper signage and favorable in-store placement. This includes setup, plan-o-gram execution and rotation of vendor products. SATURDAYS REQUIRED Minimum Requirements: • Travel required which includes overnight stays, • High proficiency with Microsoft Office and Smart Phone/Tablet technology, • Ability to work varied hours/days as business dictates. Includes 2 out of 4 weekends and all promotional holidays., • Required to lift up to 50 lbs. with frequent standing, bending and twisting, • Proof of valid driver’s license and insurance required (must meet company’s minimum requirements), • HS diploma or equivalent required, college degree preferred, • Knowledge of Brand Name appliances preferred, • 2 years of vendor sales experience preferred, • Mileage and travel reimbursement, • Medical, dental and vision plans, • Company equipment, • Comprehensive compensation for travel (hotel and meals) and cell phone reimbursement. Company DescriptionAMS Retail Solutions was founded in 1999 as a small vendor representation team dedicated to increasing sales for one client. Since that humble beginning, AMS has developed into a North American force of professionals who serve a variety of retail product lines. AMS has grown to now employ retail professionals in all 50 states and Canada. Our tremendous expansion is due to our commitment to exceeding our clients’ sales and merchandising goals while offering competitive prices and highly differentiated service. AMS has earned its reputation for executing properly and on time. We are a recognized leader in our industry and we continue to set the standard for excellence. Employee owned since 2019!AMS Retail Solutions was founded in 1999 as a small vendor representation team dedicated to increasing sales for one client. Since that humble beginning, AMS has developed into a North American force of professionals who serve a variety of retail product lines.\r\n\r\nAMS has grown to now employ retail professionals in all 50 states and Canada. Our tremendous expansion is due to our commitment to exceeding our clients’ sales and merchandising goals while offering competitive prices and highly differentiated service.\r\n\r\nAMS has earned its reputation for executing properly and on time. We are a recognized leader in our industry and we continue to set the standard for excellence.\r\n\r\nEmployee owned since 2019!

Job DescriptionGuardian has an opportunity for a Full-Time Concierge to join our team at Park Avenue West Apartments! Park Avenue West is a conventional apartment community with 202 units, located in the heart of downtown Portland, OR. The general purpose of this position is to support the Community Manager’s efforts to ensure that the property meets all ownership goals and objectives, to enforce Guardian Management policies and procedures, and to adhere to Fair Housing and Landlord Tenant Laws at all times. A Concierge is responsible for providing outstanding customer service to the residents, coordinating communication between departments and between residents and Concierge, serve as a contact person for residents’ family members or legal representative, and assist with facilities/maintenance tasks during off-peak times. For this position, we are seeking a dynamic self-starter who enjoys working with others and excels in a fast-paced customer service environment. The ideal candidate will be highly organized, professional and communicative. Must have a minimum of one (1) year of experience in a customer service focused role. Previous apartment management or leasing experience, strongly preferred. Compensation: $25.00 / hr + Benefits! Schedule: 40 hours / week; Monday - Friday, 11:30AM - 8:00PM Benefits: 30 - 40 hrs/week: Medical/Vision/Prescription Insurance, Dental Insurance, Medical/Dependent Care FSA, Life/AD&D Insurance, Employer-matched 401-K, 10 days of Vacation Time per year, 1 hour of Sick Time for every 30 hours worked, 7 Paid Holidays + 1 Birthday Holiday, Employee Assistance Program. Guardian provides a culture in which employees are encouraged to learn new skills and develop their existing strengths. Upward mobility is a reality here! We provide ample training and opportunity for anyone who desires to take their property management career to the next level! Interested in growing along with one of the leading property management companies in the Northwest? This could be the perfect opportunity for you! Qualification Requirements: The requirements listed below are representative, but not exclusive of the knowledge, skill and/or ability required. • High school diploma or GED., • At least one year of experience working in customer service, sales, marketing or a college degree in a related field., • Excellent attention to detail and organizational skills., • Strong mathematical skills., • Ability to speak, read and write in English., • Ability to communicate effectively and in a timely manner; both verbally and in writing., • Ability to complete company training requirements for this position within pre-determined deadlines and attend other training sessions as required., • Ability to stand for extended periods of time. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. • Represent Guardian in a positive and professional manner at all times, • Communicate directly with residents and property management team members, both in person and by telephone, email, and text always in a friendly manner, • Prepare and stock coffee + supplies for residents as needed, • Be creative and informative; Provide information on facilities and services, events and attractions, tours, travel routes and transportation schedules, • Greet and acknowledge all residents and announce all guests, • Provide resident services such as package and dry cleaning acceptance and retrieval, transportation options, service vendor recommendations, restaurants reservations and additional requests upon demand, • Arrange tickets, bookings, appointments and reservations for guests, • Assist with planning and attend property/resident events, • Organize files, research on the internet for hot spots, new venues and eateries within our neighborhood, • Develop database of vendors and business owners nearby and manage ongoing relationship with them, • Keep abreast of outside activities Portland Metro area to use with supporting social media content, • Support General Manager’s efforts to ensure that the company’s efforts fully meet and exceed property management obligations, • Work in compliance with all local, state, and federal laws (Fair Housing, Landlord Tenant Laws, OSHA, etc), • Coordinate communication between all various departmental functions ensuring an efficient flow of operations and compliance, • Interacting and assisting with residents: recording work orders, referring questions/requests to appropriate administrative person or department, • Under direction of the General Manager, assist as needed for additional property tasks including cleaning of common areas., • Exercise professional judgment in assessing and effectively communicating any changes in resident's behavior or physical condition in a timely fashion and accurately and completely document all such changes within the required documents to all appropriate staff and other legal representatives for each resident, • Follow confidentiality guidelines for all resident, property, owner, and Guardian information at all times, • Establish and maintain collaborative working relationships between departments and with coworkers, • Constantly strive for improvements in work process and results to better meet resident needs, ownership goals and objectives, and company standards and expectations, • Manage and maintain package storage area. This includes adhering to all safety requirements and the ability to lift up to 50 lbs. on a regular basis, • Other duties as assigned by the General Manager or Portfolio Manager Guardian Real Estate Services LLC – Company Description Established in 1971 and headquartered in Portland, Oregon, Guardian Real Estate Services has evolved into a leading management, development and investment firm. Our company offers a diversified real estate service platform including property management, investments, development, and advisory services. Guardian delivers custom solutions by offering a higher level of expertise, resources and creative capacity to develop a unique approach for each client. 50 years of experience, combined with the long tenure of our key staff, contributes to our strength and sets us apart in the industry. Our stability and security comes from our legacy of experience, industry knowledge, and integrity. Guardian is a distinguished leader in the multifamily housing arena with a team of highly qualified real estate professionals. The company’s vertically-integrated business model is sought by both private and institutional investors. Guardian’s management portfolio includes over 128 assets throughout 56 cities located in four states and is comprised of approximately 8,500 multifamily units. Guardian’s portfolio includes a diverse mix of market-rate, affordable and senior housing. Guardian holds ownership interests in 24% of the portfolio under management. The Guardian Experience – Our People The Guardian Experience: Property Management is our strength. People have always been our passion. Our team is, and has always been, actively engaged in superior real estate management and enhancing the communities in which we live and work. In this economy, companies come and go. As a 3rd generation family owned firm, Guardian’s growth and stability has evolved the company into a leading West Coast real estate management and investment firm. Guardian Offers In addition to competitive salaries, 401(k), Paid Time Off and paid Holidays, we offer a culture in which individuals work and participate in collaborative team environments and are encouraged to continue to grow both professionally and personally. AAP/EEO Statement This institution is an equal opportunity provider and employer. If you wish to file a Civil Rights program complaint of discrimination, complete the USDA Program Discrimination Complaint Form, found online at , or at any USDA office, or call (866)632-9992 to request the form. You may also write a letter containing all of the information requested in the form. Send your completed complaint form or letter to us by mail at U.S. Department of Agriculture, Director, Office of Adjudication, 1400 Independence Avenue, S.W., Washington, D.C. 20250-9410, or by fax at (202) 690-7442.

Job Description Are you an ambitious and dynamic individual with a passion for sales and a track record of success? We're seeking a motivated Licensed Inside Sales Representative to join our thriving team! The SW Portland location of The John Wanderscheid Agency is seeking a Sakes Professional to join one of the top-performing teams in the Northwest! You will be responsible for generating results through advising prospects on property and casualty insurance to meet agency goals. We are looking for self-driven individuals who are ''A'' players and want to make a great living! Our work environment is fast-paced, upbeat, and results-driven. You must have an active P&C or personal lines license for this position. Our training and resources are top-notch and if you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put the prospect's best interest first in order to properly protect them. If you are looking for a career on a high-performing team that cares about people, we want to talk to you! Why Join Us? • Competitive base salary and uncapped commission structure, • Comprehensive training and ongoing professional development, • Exciting incentives and bonuses for top performers, • Collaborative and supportive team environment, • Opportunity for rapid career advancement, • Cutting-edge technology and resources to enhance your sales strategies, • Make a positive impact by helping clients protect what matters most We offer a base salary + commission + team bonus. We also offer paid holidays, generous PTO,, 401K and 8-5 hours Monday through Friday. If you are a successful retail sales associate or customer service representative looking for a regular schedule and a great work life balance this could be the opportunity for you. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Retirement Plan Mon-Fri Schedule Hands on Training Career Growth Opportunities Evenings Off Health Insurance Allowance Responsibilities • Cold call Internet Leads and work lead lists, • Cross sell insurance products to existing customers, • Prospect and generate new business opportunities, • Build and maintain client relationships through exceptional service, • Conduct thorough needs assessments and offer tailored insurance solutions, • Provide accurate and timely quotes, • Meet and exceed sales goals and expectations, • Active P&C or Personal Lines Insurance License for Oregon or Washington, • Proven track record of success in insurance sales, • Excellent communication and interpersonal skills, • Goal-oriented and self-motivated, • Ability to thrive in a fast-paced environment The Wanderscheid Agency's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.

Job Description Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Camas, WA/Dallas, TX/Tampa, FL office as an Investment Counselor. As an Investment Counselor, you will be provided with a roster of high-net-worth clients to provide our client’s specialized approach focusing on their private clients and use your financial experience to better the established investment space. ABOUT THE ROLE • Become the voice of our client and partner with the firm’s internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible, while making sure the compensation structure aligns with their clients’ best interests, • Obtain an elevated finance and capital markets education to understand our client’s unique market approach by reporting to your group manager, who will assist you in navigating client relationships and provide personalized career development, • Build trusting relationships with high-net-worth clientele and educate them on our client’s top-down portfolio strategy, investments, and important market events, • Connect proactively with clients on a quarterly basis to review asset allocation and ensure they are on the path towards long-term financial goals, • Rely on an established sales team to gradually build your roster of high-net-worth clients within the first year; you are given a book of 150 to 200 households with a net worth of $100 million to $150 million in assets under management of high-net-worth clients with assets more than $500k per household, meant to manage client relationships and discuss portfolios and investments with them Requirements • 2 or more years of client relationship management within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Bachelor’s degree in finance or related fields, or equivalent work experience, • Extensive market knowledge with experience in the client focused-consultative approach Benefits • $75,000 to $125,000 base salary with discretionary bonuses per year—new hires should expect to start at the lower end of the compensation range, depending on experience, which is around $75,000 to $85,000 base salary with $5,000 to $7,000 quarterly bonus, or a range of $20,000-$30,000 all in by end of year, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare, • OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job Description Are you a confident communicator with a passion for the latest technology and sales? At our company, we represent one of the most recognized names in the telecommunications industry, AT&T, and we’re expanding our sales team! The ideal candidate for our AT&T Wireless Sales Agent position is not only a strong communicator but also someone who takes initiative, adapts quickly, and brings a positive, team-oriented attitude to the table. As an AT&T Wireless Sales Agent, you will serve as a trusted representative of the AT&T brand, working directly with customers to understand their needs and deliver tailored wireless solutions. Your role will be instrumental in driving customer satisfaction, increasing brand loyalty, and achieving sales objectives. We’re seeking individuals who are ambitious, results-oriented, and excited by the opportunity to grow within a dynamic and fast-paced sales environment. If you're motivated by performance and passionate about helping people stay connected through innovative technology and AT&T services, we invite you to be part of our growing team as an AT&T Wireless Sales Agent. AT&T Wireless Sales Agent Responsibilities: • Directly support customers with verifying eligibility, activating services, and completing enrollment procedures in a residential setting, • Stay well-informed on AT&T products and offerings to confidently recommend suitable solutions to customers during the sales cycle, • Be informed on how sales orders get processed to assist customers with new purchases, • Establish and maintain meaningful relationships while working effectively as part of a team of high-performing AT&T Wireless Sales Agents, • Achieve performance targets through direct selling techniques, maximizing each interaction by promoting relevant upgrades and add-on services, • Track record of performance in sales, customer service, or retail environments, telecommunications experience preferred, • Able to confidently navigate mobile technology, tablets, and POS systems in a variety of settings, • Excellent verbal communication and interpersonal skills with the ability to foster long-lasting client relationships This is a performance-based position with unlimited commission potential—your earnings reflect your drive, not a salary cap. Annual compensation figures are based on average earnings in the role.

Job DescriptionBenefits: • 100% Medical paid, • Paid holidays, • Birthday Paid Off (if during work week), • 401(k) matching, • Bonus based on performance, • Dental insurance, • Donation matching, • Employee discounts, • Free food & snacks, • Health insurance, • Paid time off, • Training & development Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist clients with policy applications and renewals., • Handle client inquiries and provide timely responses., • Strong communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred.

Job DescriptionBenefits: • Hiring bonus, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist clients with policy applications and renewals., • Handle client inquiries and provide timely responses., • Maintain accurate records of client interactions.QUALIFICATIONS:, • Strong communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred.

Job DescriptionBenefits: • Company parties, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Profit sharing SUMMARY: As an Account Representative at Elena Pleshakov Insurance and Financial Services Agency, youll be the trusted, friendly point of contact for our multilingual, community-focused agency. We proudly serve a diverse client base, with many clients who speak Russian, Ukrainian, and English including immigrants from Slavic countries who rely on us for clear, caring guidance during lifes most important transitions. In this hybrid role, you will not be the primary contact for sales, but instead will focus on building meaningful relationships within our community and with local partners. Youll meet with customers and partners, explain the full range of State Farm insurance products in simple terms, and provide exceptional customer support. Youll represent our agency at community events and help ensure every client feels heard, understood, and supported. If youre a charismatic, bilingual communicator who loves helping people, youll feel right at home with our supportive, tight-knit team. Why Youll Love Working Here: • Warm, loyal customer base our agency is trusted in the local Slavic community and beyond, so youll build connections with people who truly appreciate your help., • Multilingual team support youll work alongside a supportive, bilingual team that values clear communication and cultural understanding., • Part office, part field work enjoy a balance of in-office collaboration and local travel for meetings and community events., • Team culture that celebrates you regular team dinners, events, and off-site activities help us stay connected and recognize your contributions., • Conduct in-person and virtual meetings with customers and partners., • Handle customer support needs including calls, documents, and follow-up., • Communicate effectively with the office team to ensure smooth customer experiences., • Represent the agency at community events and meetings., • Bilingual fluency in English and Russian (required)., • Valid Property and Casualty Insurance License in Oregon (required) to ensure compliance when explaining products., • Comfortable building relationships and representing the agency in the community., • Charisma, sociability, and genuine enthusiasm for helping people., • Confident communicator with strong presentation skills; able to explain complex topics simply., • Highly organized, detail-oriented, and adaptable to different outreach settings., • Basic proficiency with office software; CRM experience is a plus. WORK ENVIRONMENT: Work is performed partly in a professional office setting and partly off-site in the Portland/Vancouver area. The role includes moderate noise levels and regular use of computers and phones. PHYSICAL DEMANDS: • Frequently required to sit, stand, and use a computer., • Must be able to drive locally to client meetings and community events. TRAVEL: Up to 30% local travel within the Portland/Vancouver area for meetings and events. EDUCATION & EXPERIENCE: • Valid Property and Casualty Insurance License in Oregon (required)., • Previous experience in a client-facing service or support role preferred. CONTRACTOR: This is a W-2 employee position; not classified as a contractor. ADDITIONAL REQUIRED QUALIFICATIONS: • Valid drivers license and access to a reliable vehicle., • U.S. work authorization required. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. If you choose to pursue an agency opportunity in the future, you must still go through State Farms regular agent selection process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. EQUAL OPPORTUNITY EMPLOYER: Elena Pleshakov Insurance and Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. OTHER DUTIES: This job description is not designed to cover or contain a comprehensive listing of duties, activities, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change or be assigned at any time with or without notice.

Job DescriptionBenefits: • Salary Plus Commission, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist clients with policy applications and renewals., • Handle client inquiries and provide timely responses., • Maintain accurate records of client interactions.QUALIFICATIONS:, • Strong communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred., • Must be currently licensed., • Must reside in Pacific Time Zone. This is a remote position.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor II focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $100,000 to $120,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Health insurance We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. BENEFITS: • Competitive Salary, • Commission, • Rewarding Growth potential/Opportunity for advancement within my office, • PTO, • Health benefits, • Valuable career-building experience, • License Renewal compensation, • Hiring BonusRESPONSIBILITIES:, • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business., • Occasional Saturday work expectation for half day.QUALIFICATIONS:, • Insurance licenses required by first day of employment., • Dedicated to customer service., • Able to effectively relate to a customer, answer their questions, and anticipate their needs., • Excellent communication skills to assist customers and coordinate with other agency team members, • Proactive in problem-solving, • Comfortable communicating via email, phone and text.

Job DescriptionInsurance Sales Representative We are seeking a motivated and results-driven Insurance Sales Representative to join our team. If you have a passion for helping people, building relationships, and achieving financial success, this opportunity is for you. Why You Should Apply * Relentless Culture: Join a team of competitive, high-achieving individuals who are committed to excellence. * Unlimited Earning Potential: Your compensation grows with your success. The more you sell, the more you earn! * Independence with Support: Enjoy the flexibility of managing your own schedule while receiving continuous training, mentorship, and support from a dedicated team. * Training & Mentorship: We provide comprehensive training to help you succeed, as well as ongoing guidance from experienced industry professionals. * Career Growth: Clear opportunities for advancement and leadership roles for top performers. Key Responsibilities * Business-to-Business Sales: Work directly with small and medium-sized business owners, managers, and employees in your designated territory, offering top-tier supplemental insurance products that provide financial security and peace of mind. * Set and Achieve Goals: Develop strategies to meet sales targets and exceed client expectations. * Overcome Objections: Use your problem-solving skills to navigate challenges and close sales. * Manage Sales Pipeline: Own the entire sales process, from prospecting to closing deals, and provide exceptional service throughout. * Client Retention: Build and maintain long-term relationships with clients, ensuring their continued satisfaction with your services. Who We Are & What We Value We are a team of high-achieving individuals who believe in pushing ourselves beyond expectations and continually evolving to be the best. Our core values drive everything we do, and we're looking for someone who embodies these principles: * Integrity: We do business the right wayhonest, transparent, and ethical in every interaction. * Service: Our clients are at the heart of our business. We're committed to adding value and improving their lives. * Relentless: We refuse to settle for mediocrity. We pursue excellence in all we do and constantly strive to outperform the competition. * Evolve: We are dedicated to growth and adaptability. We embrace change and seek continuous improvement. We're looking for someone who shares these values and is driven to succeed. The ideal candidate is: * Self-Motivated and Results-Oriented: You thrive on setting and achieving goals, and you are excited by the opportunity to build your success. * Relationship-Driven: You excel at building strong, lasting connections with clients, earning their trust and loyalty. * Competitive and Resilient: You embrace challenges and setbacks as opportunities to learn, improve, and push further. * Adaptable: You can adjust to different situations and personalities, and you're always looking for smarter, more efficient ways to succeed. If you are passionate about making an impact, achieving personal and professional growth, and embracing challenges with a relentless attitude, we want to hear from you. Qualifications * Health Insurance License (or willingness to obtain onewe will assist with licensing fees). * At least 4 years of relevant professional experience (previous sales experience is a plus). * Excellent communication, negotiation, and organizational skills. * A strong desire to succeed in a commission-based sales environment. What We Offer * Competitive Compensation: Weekly draw pay with commissions, quarterly and annual bonuses, stock share bonuses, plus all-expenses-paid incentive trips. Unlimited earning potential based on performance. * Ongoing Training & Development: Continuous professional development to help you advance in your career. * Recognition & Rewards: Celebrate your achievements and be rewarded for your hard work. Ready to Join Our Winning Team: If you're a self-motivated, goal-oriented individual who thrives in a competitive environment, we want to hear from you. Apply now to take the next step in building a successful career with unlimited earning potential and opportunities for growth! Job Details: * Compensation: $75,000 - $100,000 per year with draw pay, commissions, and bonuses * Schedule: Monday to Friday, weekends as needed * Location: In-person, business-to-business sales To learn more about us, visitRise Financial Group. We look forward to seeing how you can contribute to our success!

Job Description Feel Seen at Thrive! Learn more about Thrive here: Salary: $130,000 to $145,000 DOE Schedule: Full-time Location: Bend, Oregon; Must be located in the area Thrive's Purpose is to create a community where people feel seen, because we believe when people feel seen, they thrive. By cultivating award-winning workplaces, we foster an environment of connection, compassion and fun that our personnel extend to everyday life at their communities. Happy, inspired associates lead to happy, supported residents. We are dedicated to our boutique, at-scale approach to property management and building communities that flourish, which stems from hiring strong associates to grow with Team Thrive! Voted as a best workplace in Washington and Portland for several years, Thrive builds on its culture by offering the following benefits: • Unlimited Vacation Time, • Sick Leave, • Flexible, hybrid schedule, • Employer matched 401k retirement plan, • Paid Holidays (New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veteran’s Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve ½ day, Christmas Day, and New Year’s Eve ½ day), • Paid Birthday, Personal Day, and Day of Service, • Bonus Potential, • $0 premium medical, dental, and vision insurance effective 1st of the month following your start date, • Fully covered Long-term disability insurance for associates, • Fully covered life insurance policy for associates with supplemental life insurance options, • 24/7 Everyday Assistance Program (EAP), • Voluntary Critical Illness, Accident, Hospital Indemnity, and Short-term Disability insurance, • Pet Insurance discounts, • Parking & Transit Commuter Benefits, • Annual professional development reimbursement, • Training opportunities and career progression/growth plans, • Abilities to get involved on company committees (Event Planning, HR Advisory Council, Safety, and more!), • Provides supervision, vision, and direction for Community Managers and their teams., • Participates in Regional Manager meetings, offering strategic input at the team level, providing insight and input on roll outs of new initiatives, policies & procedures., • Oversees client relations to maintain a positive, collaborative, and trusted partnership., • Hires, trains, empowers, motivates, supervises, disciplines and terminates associates, as needed. This includes performance reviews and instructing and advising Community Managers of employee procedures and guidelines., • Reviews and supports the development of site budgets and responsible for the financial success of the portfolio., • Maintains consistent metrics to identify trends and provide input, recommendations and support to regions as needed., • Visits properties to verify quality maintenance, grounds, and leasing office standards of Peerless Presentation., • Compiles market surveys. Identifies trends and creates plans to reach goals., • Maintains awareness of market/industry conditions and trends via trade publications, professional organizations, etc., • Multi-site experience in on-site property management required, overseeing a minimum of 500 units preferred, • Area Manager or Regional Manager experience in Multi-Family property management., • 5+ years in a leadership role in property management, or equivalent experience in order to meet the qualifications of the position., • Proficient in Yardi, On-site, and Microsoft Office Suite., • Proficient in overseeing budgets and property financials with the ability to pull and analyze complex reports., • Strong understanding of market conditions and trends., • Certified Apartment Portfolio Supervisor (CAPS), • Excellent administrative skills including time management, prioritization of tasks, organization, and ability to meet deadlines., • Above and beyond interpersonal and communication skills, both written and verbally., • Strong attention to detail., • Ability to effectively communicate and build strong relationships with clients and associates, including demonstrated leadership capabilities, • Ability to work independently while working effectively as part of a broader team., • Prolonged periods of sitting at a desk and working on a computer., • Ability to travel locally (Greater Bend, OR, Eugene, OR, and/or Portland, OR area) for site visits, meetings, etc.; May be required to travel to Seattle Home Office on occasion, • Must be able to lift to 15 pounds, on occasion. Equal Employment Opportunity Diversity is celebrated at Thrive as we believe it makes us a better company. Our hope is that each associate feels welcomed, respected, and appreciated for their unique contributions. From our hiring practices, performance reviews, raise decisions, and opportunities for promotions, Thrive follows consistent and fair practices to ensure all Thrive employees and potential employees have an equal opportunity for employment and advancement based on merit, and are not discriminated against because of race, color, religion, national origin, age, sex, veteran status, pregnancy, childbirth, pregnancy-related conditions, disability, gender, gender identity, sexual orientation, or on any other legally protected basis. Our Human Resources department works with teams to make reasonable accommodations for those that require assistance in being able to participate in the interview process or meet the requirements of their position. Background Check Policy Thrive Communities conducts background checks after the conditional offer of employment is accepted, in compliance with applicable federal, state, and local laws. Candidates will be asked to authorize these screenings and results will be reviewed by a designated HR representative. For questions about what will be reviewed on the criminal history, please contact . Thrive Communities reserves the right to modify this policy at any time without notice.