Trabajos e en Visalia, California - Page 2Crear alertas

Job Description Hydraulic Controls, Inc. is a premier fluid power distributor with territories throughout the Western United States. Our Employee-Owners, along with our quality suppliers, have built our 60-year-strong reputation on ethical business practices, value-added customer service and local inventory. SUMMARY: Selling products for distributor to business and industrial establishments or individuals at customer's place of business. DUTIES AND RESPONSIBILITIES: · Drives daily within assigned sales territory. · Makes outbound lead follows-up calls to potential and existing customers by telephone and e-mail to qualify leads and sell products and services. · Handles inbound sales lead calls to convert calls into sales. · Overcomes technical and business objections of prospective customers. · Provides product demos to qualified customers on request. · Emphasizes salable features, quotes prices and credit terms, and prepares sales orders for orders obtained. · Tracks stock levels. · Estimates date of delivery to customer. · Coordinates customer training. · Builds and maintains customers’ relationships. · Prepares reports of business transactions. · Enters new customer data and other sales data for current customers into CRM. · Works with inside sales representatives to keep account activities up to date. · Performs other related duties as assigned by management. QUALIFICATIONS: · Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year related experience and/or training, or equivalent combination of education and experience. · Experience building business relationships. · High level of motivation. • Acute attention to detail., • Strong organizational skills., • Commitment to excellence and high standards., • Excellent written and verbal communication skills., • Ability to understand and follow written and verbal instructions. · Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. · Valid driver license with acceptable motor vehicle record. COMPETENCIES: · 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; Follows through on commitments. · Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Participates in meetings. · Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. · Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives. PHYSICAL DEMANDS AND WORK ENVIRONMENT: • Frequently required to stand., • Frequently required to walk., • Frequently required to sit/drive., • Frequently required to talk or hear., • Frequently required to utilize visual acuity to inspect equipment, read technical information, and/or use a keyboard., • Occasionally required to utilize hand and finger dexterity., • Occasionally required to bend or stoop., • Occasionally required to lift or carry items weighing less than 25 pounds., • Occasionally required to work near moving mechanical parts., • Occasionally exposed to outside weather conditions., • Occasionally exposed to loud noise (examples: metal can manufacturing, large earth-moving equipment)., • Occasionally exposed to very loud noise (example: jack hammer work). The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Insurance Client Service Administrator Exeter, CA $55,000–$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only) You’ve built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs it—and values it. At Harvest Wealth Group, we’re a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-in-class operation on that side of the business. Who We Are We’re a $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families we’re proud to call clients. Our investment operations are strong and well-built. Our insurance book is growing fast, with two recent insurance acquisitions, and we need someone who can build the same level of operational excellence on the insurance side. Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That’s not a tagline. It’s how we operate. What that means in practice: • •No chaos. No egos. No one left without support., • •Cross-trained teams so your teammates can fully unplug when they’re off., • •Bring dedicated insurance expertise to a team that’s ready for it, • •Give our advisors a go-to expert who speaks the insurance language fluently, • •Add carrier-level knowledge in-house as our insurance book grows, • •Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distributions, renewals, and claims processing, • •Manage relationships with insurance carriers and their back-office teams—you already know who to call and how to get things moved, • •Process and track insurance cases across variable annuities, fixed annuities, life insurance, and long-term care products, • •Ensure compliance with carrier requirements and state-specific regulations, • •Build and document insurance-specific workflows and procedures in Practifi so the next person behind you can follow the playbook, • •Serve as the go-to resource for advisors on insurance service questions, carrier processes, and product nuances, • •Handle service requests on existing investment accounts: beneficiary changes, address updates, and general account maintenance, • •Provide coverage for the investment team during PTO and peak volume periods, • •Learn our custodian platforms (Schwab, Fidelity) through structured training and mentorship from the team, • •If you want to grow into the investment side—new business, trading, licensing—we’ll support that path. This role can expand with you. What Success Looks Like, • •Initiate 95% of assigned insurance service tickets within 24 hours, • •Complete 95% of insurance tickets without a NIGO (Not In Good Order), • •Advisors come to you first on insurance questions—not the other way around, • •Documented insurance workflows exist in Practifi within your first 90 days, • •The team sees you as the insurance expert they can rely on and learn from, • •3+ years of insurance operations experience at a predominantly insurance-based firm (not just investment firms that happen to sell a policy here and there), • •Direct experience processing life insurance, annuity (variable and fixed), and/or long-term care service work, • •Strong carrier relationships and knowledge of back-office processes across multiple insurance companies, • •Active state insurance license (Life & Health), • •Series 7 license (or willingness to obtain with firm support), • •Series 66 or 63/65, • •Experience with Ameritas Life, Docupace, E-apply, DocuSign,, • •Familiarity with Practifi, Redtail, or similar wealth management CRMs, • •Familiar with working with various carriers. Experience with the following a major plus: Ameritas Life, Midland, Allianz, Athene, Crump, Ash Brokerage, • •Any investment service experience—even basic—will accelerate your onboarding on the 30% side Stay composed under pressure and bring steadiness to your team Are detail-driven and take pride in getting things right the first time See the opportunity to build something—not just fill a seat Communicate clearly, follow through, and don’t leave loose ends Understand that being direct is being kind—and you use your voice to help us grow Are open to learning the investment side of the business and growing into a well-rounded financial services professional Compensation & Benefits $55,000–$95,000 base salary depending on experience and licensing Tiered incentive plan (up to 15% of base salary at the highest tier) Paid Medical, Vision, and Dental benefits Structured PTO program 401(k) with employer match 4-week paid sabbatical every 3 years In-person or hybrid flexibility based on location Firm-sponsored licensing support if you’re adding Series 7 or 66 Defined growth path—we promote from within and invest in your development Our Core Values This is what drives how we work: Scrappy – We don’t wait for perfect. We make it happen. Stronger United – No egos. Just teammates. Excellence – We raise the bar. Unyielding Integrity – We do the right thing, even when it’s hard. Want In? Send us your resume AND COVER LETTER about why this role feels right for you. We’ll invite selected applicants to an asynchronous interview to get to know you better. We’re not perfect. Things break. But we don’t waste time pointing fingers. We solve it, fix the root issue, and move forward stronger. All candidates must be able to pass a background check and complete USCIS I-9 eligibility verification.

Job DescriptionJob Description Searching for qualified customer service reps with personality and people skills. Someone who is pleasant on the phone, preferably bilingual, can upsell products and works quickly and efficiently. Must by 16 years of age or older. Operate all equipment Stock ingredients from delivery area to storage, work area, walk-in cooler. Prepare product. Receive and process telephone orders in Spanish and English. Take inventory and complete associated paperwork. Clean equipment and facility daily. Training Communication and computer skills. Must be able to make correct monetary change. Ability to add, subtract, multiply and divide accurately and quickly. Verbal, writing and telephone skills to take and process orders.

Job Description Delivery Scheduler Description of Responsibilities The PCC role requires strong relationships with the operations teams to act as a conduit to effective execution of new orders and implementation of custom customer solutions. This role is based in the corporate headquarters. Scope of Supervision None Responsibilities of the Patient Care Coordinator – Delivery Scheduler include the following: • Accurately schedule new / refill prescription deliveries to the patient / physician office via phone or email, • Collect patient copayments., • Complete a patient assessment questionnaire with each delivery., • Send patient hardship program forms as required and follow up on their return., • Answer all scheduling phone calls and e-mails., • Contact any patient / physician office if there is a delivery delay., • Represent the pharmacy in a professional and courteous manner in all interactions with patients, providers, and peers., • Work collaboratively with internal staff to ensure all issues are addressed in a timely manner., • Report any misconduct, suspicious or unethical activities to the Compliance Officer., • Additional tasks as required by management. Qualifications and Preferred Skills • Organizational skills sufficient to maintain consistently accurate records., • Ability to evaluate options and to make efficient decisions., • Computer skills that include proficiency with spreadsheets and use of the internet, as well as word processing, and efficient use of the internet and e-mail., • Candidates should have a working knowledge of pharmacy applications., • Knowledge of medical terminology, • Data entry skills required.