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Job Description Build a Practice, Not Just a Job At Apogee Financial Partners, you have the opportunity to build your own client base, grow your own brand, and create a practice you can be proud of, with real support behind you. This is not a one-size-fits-all opportunity. We have had more than 30 advisors join our firm this year, including brand new advisors, experienced advisors, top leaders, brokers, and independent DBA owners. People are making the move because they want more freedom, more support, and a better long-term platform to build on. Our advisors have access to tiered, award-winning training designed to meet people where they are and help them keep leveling up. We also have National Life top 20 producers nationally inside our firm who are actively involved in joint work opportunities, mentorship, development, and training. That gives our advisors real exposure to high-level producers and a chance to learn from people doing it at the highest level. We also invest heavily in culture and recognition. We host events throughout the year for our firm, celebrate performance, create opportunities for advisors to be recognized, and offer four agency-paid trips each year, including two international trips. Advisors who qualify not only earn those experiences but also unlock additional resources and opportunities that can help them keep growing. We are looking for licensed, competitive, coachable professionals who want more upside, more autonomy, and a place that feels different from the typical advisor role. Compensation: $98,500 - $120,000 at plan commission per year Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met., • Develop personalized financial plans that align with clients' objectives, leveraging our comprehensive suite of services., • Provide ongoing advice and support to clients, adapting strategies as needed to meet changing circumstances., • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • A Bachelor’s degree in business administration, finance, or a related field is required, • Life & Health Insurance license required (we can support you if you’re in process)., • SIE / Series 7 / Series 66 preferred (required within the first year if not currently held)., • Strong communication skills and comfort in business development., • Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services. Apogee Financial Partners has evolved into one of the Southeast’s leading comprehensive financial services firms, yet our core commitment has never changed. We build deep, lasting relationships and equip advisors to deliver meaningful, holistic impact for the clients they serve. Today, our team includes more than 100 financial professionals across ten states, and we continue to expand as part of the respected National Life Group network. As a non-captive, advisor-focused firm, we give you the independence to build your own brand and DBA while providing the infrastructure, training, and resources of a national organization. We are led by a newly appointed CEO who has earned national recognition for leadership, recruiting excellence, and building high-performing advisory organizations. Under this leadership, Apogee is entering a new era of growth defined by elite development, modern planning tools, and a culture that puts advisors first.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: This is an exciting opportunity to help shape the financial foundation of a rapidly scaling multi-billion-dollar auto lending business. As a Senior Financial Systems Analyst at Stellantis Financial Services, you will be responsible for increasing the stability of the company’s financial operations. You will look beyond the numbers to provide meaningful insights that ensure we have reliable financial systems in our next phase of growth. Essential Duties and Responsibilities: • Drive automated efficiency in financial reporting and systems controls processes., • Partner with IT, finance, and accounting teams to build systems integrations, controls, and automated reporting., • Lead the evaluation and documentation of financial reporting and systems controls., • Support the development and ongoing execution of automated financial reporting and systems controls., • Collaborate with cross-functional teams serving as their trusted technical advisor., • Work closely with finance management in building automated financial reports., • Identify ways to promote efficiency within the financial reporting process through new templates, systems, and data relationships., • Identify financial risks and recommend mitigation strategies, while also ensuring, • compliance with financial regulations., • Support business area as needed on special projects., • Preserve organization’s value by being a good custodian of confidential information., • Analytical – Collects and researches data; Uses intuition and experience to complement data; Strong analytical skills, • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions, • Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; ., • Minimum 4 years of experience in a technical role with financial data, working with modern technical applications. Examples include Power BI, Tableau, SQL Server, SSIS, and Fabric., • Advanced Excel including Power Query and Power Pivot., • Strong analytical and problem-solving skills, with keen attention to detail, demonstrated integrity, and professionalism, while effectively multitasking and prioritizing diverse tasks. Bachelor’s degree in computer science, accounting, finance, or related field. Skills Required: • Travel 0-10% - as required on an as needed basis., • Experience in the auto finance industry or lending industry, • Proficiency with ERP and financial reporting applications., • Ability to write and execute SQL queries., • Advanced proficiency in dashboarding tools including Power BI, Tableau, etc. While performing the duties of this Job, the employee is regularly required to sit for long periods of time, use hands and arms to operate office equipment including but not limited to a keyboard, mouse and phone, will occasionally need to reach, stoop, stand or walk. The employee must be able to see (close vision), hear, speak, and communicate verbally. The employee may occasionally lift and/or move up to 10 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job Description At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Investment Advisor We are looking for an experienced Investment Advisor to grow our Strategies team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by serving existing families in the Model Portfolio offering and while growing that family base through self-sourced and firm-generated leads. Qualifications & Skills: • Bachelor’s degree in Finance or related field, • 3+ years of experience in Investment Management, • Active Series 65 License, • CFP® certified or willing to work toward certification upon joining, • Client first attitude, • Proven ability to work collaboratively with others, • Working knowledge of various RIA custodian referral platforms, • Excellent communication and time management skills, • Willingness to travel, • Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law. Powered by JazzHR USowXpeIAL

Build trusting relationships with customers and recommend products and services that best meet their needs. Create "Wow" moments for our customers by showing your commitment to outstanding service and hospitality in every interaction. The ability to connect with customers.

Responsible for engaging customers, scheduling appointments, building trust, understanding needs, communicating processes and timelines, and selling parts and service that make the customer's car run at peak efficiency; adheres to Company Customer Care standards to meet customer expectations. Contri

Provide patients with exceptional customer service by understanding and advising the patient’s needs. Experience in a customer facing or sales related position (Retail, Hospitality or Optical field preferred, but not required). Willing to learn about industry, product, and services.

In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.

In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.

In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.

As a Customer Experience Consultant Trainee, you will be the vital link between a customer's at-home and in-store CarMax experience, providing a simple and seamless process. Sales and customer service experience, in an area such as retail, is preferred. You will respond to sales leads and customer i

Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered. Get Paid while you learn an exciting new business in merchant services sales, weekly commissions and monthly bonuses; Our top performe

This role helps customers with shipping, printing, packaging, and other store services while providing an excellent in-store experience. Assist customers with shipping, packaging, and printing services. Excellent customer service skills.

Respond to customer requests for assistance by referring customers to store management or customer service via a Company issued radio. Supports a positive customer shopping experience in the store and maintains a strong store partnership with store teams and loss prevention. Greet customers appropri

Respond to customer requests for assistance by referring customers to store management or customer service via a Company issued radio. Supports a positive customer shopping experience in the store and maintains a strong store partnership with store teams and loss prevention. Greet customers appropri

Respond to customer requests for assistance by referring customers to store management or customer service via a Company issued radio. Supports a positive customer shopping experience in the store and maintains a strong store partnership with store teams and loss prevention. Greet customers appropri

Respond to customer requests for assistance by referring customers to store management or customer service via a Company issued radio. Those who meet service or hours requirements are also eligible for: 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long term disabi

Your goal will be to support customer inquiries, provide accurate information, and ensure a smooth service experience from start to finish. We are seeking a motivated and detail-oriented Customer Service Assistant to join our dedicated team in Atlanta. Assist customers with product and service infor

Understand what Hapag Lloyd offers customers and what routes, equipment, rates and services are available. Proactively contact customers by phone and email in effort to support customers and to facilitate movement of the cargo. Provide full customer service on all inbound questions including arrival

If you are the type of person who is self-motivated and comfortable working on your own at home, enjoy such work as email customer service, data entry and review products, then you are the person we are looking for. Data entry clerks come from all different backgrounds including, data entry, telemar

We are seeking a Customer Service Liaison who is passionate about providing outstanding client support and ensuring smooth communication between our company, tenants, and property owners. Minimum of 2 years of experience in customer service, hospitality, or administrative roles. Serve as the primary

Customer Service positions encompass checking in and ticketing passengers, escorting passengers to and from aircraft, and resolving customer complaints. As a customer service agent you are the first impression of a passengers airport experience. Proficient use of a computer is needed as well as exce

Hallmark is NOW HIRING friendly, fun, and professional customer service agents to provide exceptional service to our international airline. Airline Customer Service Representatives (Spanish Speakers Needed). WE ARE HIRING CUSTOMER SERVICE AGENTS FOR PRESTIGIOUS INTERNATIONAL AIRLINES IN ATL - STARTI

We are seeking a Customer Service Agent who will serve as the first point of contact for our clients, ensuring every interaction is handled with professionalism, efficiency, and care. This role is ideal for someone who values clear communication, enjoys problem-solving, and is dedicated to creating

As a coordinator in the Booking, DG & Vessel Balancing CSS Team, you will deliver the highest levels of quality, be customer-oriented and create value for customers as well as for Hapag-Lloyd. Around 3,000 employees are assigned to the Terminal & Infrastructure segment and provide complementary logi

Competitive Pay / Third shift with start times between 9:00 PM and 12:30 AM ET / Equipment provided / Career growth pathways and continuous training - As an Overnight Customer Service Rep, you will: Provide exceptional customer service to clients by responding to inquiries and resolving issues in a

Education and Experience - High school diploma and 2 years of work experience in customer service at the level of Customer Service Representative. Demonstrates strong interpersonal and customer service skills, with the ability to effectively engage a diverse, global audience. Ability to use customer

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Provides job estimates, customer service and resolves issues by offering solu

We are seeking talented SEASONAL CUSTOMER SERVICE PROFESSIONALS for our remote Orkin Customer Contact Center. We have a FAST PACED, fully remote Customer Contact Center with dedicated inbound and outbound sales, customer service, retention, chat, and a bilingual team. Our Seasonal Customer Service T

Claims Customer Service Representative (Bilingual). The Claims Customer Service Representative is responsible for handling high-volume inbound calls from policyholders and healthcare providers. Handle a high volume of inbound customer service calls in a professional and efficient manner.

BEAT THE BOMB is the next generation of immersive group entertainment, where customers step into real-life video games. We offer a full range of special event services including STEM Camps, Kid and Adult Birthday parties, Corporate Tournaments, and Bachelorette parties.

As a Customer Service Representative at StreamLabs, you will join a dynamic and fast-paced team dedicated to service excellence. You will play a crucial role in communicating with customers, guiding them through our processes, and acting as the primary liaison between customers and other service pro

As the Coordinator of Customer Service, you will facilitate the movement of cargo and keep customers satisfied with any and all details of shipments. Verifies that customer is in good credit standing and sends bills of lading through the accounting department to confirm accuracy Issues Vessel Certif

Uses customer service threshold framework to make financial decisions to resolve member issues. Provide excellent customer services for high volume in bound provider calls for the Claims Inquiry/Claims Research team. Educates & assists providers on our self-service options.

Customer Service Excellence: Ability to provide exceptional customer service by understanding policyholder needs, addressing concerns promptly, and ensuring a positive customer experience. Technical Proficiency: Familiar with customer service software, databases, and other relevant tools to manage c