Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future
Work directly with the director in locating non profit funding opportunities; Contact donors and also respond to request for proposals timely Create financial plans with measurable goals and track performance Develop financial policies and processes Forecast and monitor cash flow Handle payroll and budgeting tasks Prepare tax documents Review and process invoices Prepare financial reports and statements Reconcile ledgers and accounts Monitor and record donations Prepare for annual audits Update internal records and maintain an organized file system Follow all federal, state, and private regulations Uphold the highest standards of compliance and confidentiality
Front Desk Receptionist Primary responsibility is to greet staff, clients, and guests with a positive and friendly face upon their arrival Individual should demonstrate a hospitable nature, while still being able to set clear boundaries Receptionist will ensure all guests are properly checked in before entering the facility This position reports to Human Resource Associate and, secondarily, Director of Finance Support clients arrival and dismissal- greet customers in the lobby. Record keeping of clients attendance and support record keeping of customers info; such as contact list and emergency contact management Answer and direct all phone calls on the main line Assist the Office Support Manager with inventory and ordering of student, staff lounge and cleaning supplies Maintain a clean and organized front area Assist administration with scheduling appointments as needed Ability to move or left packages/deliveries up to 30 pounds Job description Primary responsibility is to greet staff, clients and guests with a positive and friendly face upon their arrival. Individual should demonstrate a hospitable nature, while still being able to set clear boundaries. Receptionist will ensure all guests are properly checked in before entering the facility. This position reports to Human Resource Management Responsibilities: Support customer arrival and dismissal- greet customers in the lobby, upon arrival each morning while taking attendance. Ensure clients are probably dismissed at the end of each school day. Record keeping of clients attendance and support record keeping of members info; such as contact list and emergency contact list Answer and direct all phone calls on the main line Assist the Office Support Manager with inventory and ordering of members , staff lounge and cleaning supplies Maintain a clean and organized front area Assist administration with scheduling appointments as needed High School Diploma or higher Willingness to learn and accept feedback
Position Overview: We are seeking a highly motivated Real Estate Intern to assist with various tasks related to data gathering, contract building, and homeowner engagement. This role offers a unique opportunity to gain hands-on experience in the real estate industry and offers a commission-based incentive for successful homeowner engagement. Key Responsibilities: Data Gathering & Analysis: Utilize our proprietary software to gather and analyze data on specific homes in the area. Assist in evaluating mortgage information to provide homeowners with a clear understanding of their financial situation. Contract Building & Management: Create and modify contracts using templates and software tools. Ensure all contracts are accurate, compliant, and ready for client review and signature. Coordinate the shipping and tracking of contracts to homeowners and other relevant parties. Homeowner Engagement & Sales: Engage with homeowners to educate them about their mortgages and the potential benefits of selling their homes. Conduct sales presentations and negotiations to facilitate the selling process. Build and maintain strong relationships with homeowners to foster trust and client loyalty. Administrative Support: Assist with general administrative tasks as needed, including scheduling appointments, answering phone calls, and responding to emails. Qualifications: Currently enrolled in or recent graduate of a Bachelor’s program in Business, Real Estate, Finance, or related field. Strong interpersonal and communication skills. Basic understanding of real estate transactions and mortgage concepts is a plus. Spanish is a plus. Highly organized with strong attention to detail. Self-motivated with a strong desire to succeed and contribute to a growing startup environment. Benefits: Hands-on experience in the real estate industry. Opportunity for commission-based compensation. Mentorship from experienced real estate professionals. Flexible working hours, company benefits.
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