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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life’s unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you’ll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You’ll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: * Are self-motivated and results-oriented * Thrive in a fast-paced, goal-driven environment * Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Position: Sales Representative Location: Atlanta, GA Employment Type: Full-Time Salary: $65,000 – $90,000 annually, plus performance-based bonuses About Us At ALZ Advisor Group, we are dedicated to providing exceptional life insurance solutions tailored to meet the needs of our clients. We believe in empowering our team members with the tools and resources necessary for success. Our supportive environment fosters growth and development, making it an ideal place for motivated individuals looking to start or advance their careers in the insurance industry. We are seeking motivated individuals with various backgrounds including, but not limited to, sales, customer service, business development, real estate, healthcare, insurance, finance, and recent college grads to join our dynamic team as Life Insurance and Financial Services Sales Agents. No prior experience is necessary; however, a strong desire to learn and succeed is essential. In this role, you will leverage your existing skills and networks to help clients secure their financial futures through tailored life insurance solutions. Mut be motivated and willing to obtain your insurance and/or investment licenses. We will cover the full cost of the required licensing. Licensed and Unlicensed candidates are also welcome to apply. As a Life Insurance Sales Agent, you will be responsible for: • Build rapport with clients by understanding their unique needs and concerns., • Assessing clients' insurance needs and recommending appropriate products., • Educate clients about various life insurance products and their benefits., • Maintain ongoing relationships with clients to ensure satisfaction and retention., • Meeting sales targets and contributing to team goals., • Participating in ongoing training and professional development., • Network to generate leads and referrals. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you are ready to embark on a rewarding career in life insurance sales join us today! Help make a meaningful impact on people's lives while enjoying the rewards of a successful career in life insurance sales! Please submit your resume and we will follow up with the next steps of the interview process.

Job Description Position: Sales Representative Location: Atlanta, GA Employment Type: Full-Time Salary: $65,000 $90,000 annually, plus performance-based bonuses About Us At ALZ Advisor Group, we are dedicated to providing exceptional life insurance solutions tailored to meet the needs of our clients. We believe in empowering our team members with the tools and resources necessary for success. Our supportive environment fosters growth and development, making it an ideal place for motivated individuals looking to start or advance their careers in the insurance industry. We are seeking motivated individuals with various backgrounds including, but not limited to, sales, customer service, business development, real estate, healthcare, insurance, finance, and recent college grads to join our dynamic team as Life Insurance and Financial Services Sales Agents. No prior experience is necessary; however, a strong desire to learn and succeed is essential. In this role, you will leverage your existing skills and networks to help clients secure their financial futures through tailored life insurance solutions. Mut be motivated and willing to obtain your insurance and/or investment licenses. We will cover the full cost of the required licensing. Licensed and Unlicensed candidates are also welcome to apply. As a Life Insurance Sales Agent, you will be responsible for: • Build rapport with clients by understanding their unique needs and concerns., • Assessing clients' insurance needs and recommending appropriate products., • Educate clients about various life insurance products and their benefits., • Maintain ongoing relationships with clients to ensure satisfaction and retention., • Meeting sales targets and contributing to team goals., • Participating in ongoing training and professional development., • Network to generate leads and referrals. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you are ready to embark on a rewarding career in life insurance sales join us today! Help make a meaningful impact on people's lives while enjoying the rewards of a successful career in life insurance sales! Please submit your resume and we will follow up with the next steps of the interview process.

Distinguished Data Engineer - Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn’t exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One’s pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face – things like data publishing, data consumption, data governance, and infrastructure management – we’ve built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Distinguished Data Engineer, you’ll have the opportunity to be on the forefront of building this business and bring these tools to market. Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Collaborate on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience in data engineering * At least 5 years of experience in data architecture Preferred Qualifications: * Masters’ Degree * 7+ years of experience using Python, Java, Go, and SQL * 3+ years of experience with Kafka, Airflow, Spark, AWS Glue/Kinesis * 3+ years of experience with Databricks or Snowflake * 1+ year of experience deploying machine learning models At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $239,900 - $273,800 for Distinguished Data Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Machine Learning Engineer - Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn’t exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One’s pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face – things like data publishing, data consumption, data governance, and infrastructure management – we’ve built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Distinguished Data Engineer, you’ll have the opportunity to be on the forefront of building this business and bring these tools to market. Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Collaborate on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience in data engineering * At least 5 years of experience in data architecture Preferred Qualifications: * Masters’ Degree * 7+ years of experience using Python, Java, Go, and SQL * 3+ years of experience with Kafka, Airflow, Spark, AWS Glue/Kinesis * 3+ years of experience with Databricks or Snowflake * 1+ year of experience deploying machine learning models At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $239,900 - $273,800 for Distinguished Machine Learning Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Machine Learning Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description Join Our Team as a Registered Investment Advisor! Are you a self-starter with a passion for the financial world? Do you thrive on setting and achieving goals? Are you motivated by a positive mindset and a desire to grow both personally and professionally? If so, we have an exciting opportunity for you! We are seeking a dynamic and driven individual to join our team as a Registered Investment Advisor. As an integral part of our organization, you will have the chance to make a significant impact on our clients' financial success while enjoying the flexibility of remote work. This is a commission-based position with tremendous potential for growth and success. Key Qualifications: ✓ Self-Starter: We value individuals who take initiative, embrace challenges, and proactively seek opportunities. You should possess the drive and determination to succeed, even in a remote work environment. ✓ Goal-Oriented: You should have a proven track record of setting and achieving goals. We are looking for someone who thrives on pushing themselves to new heights and continuously strives for excellence. ✓ Positive Mindset: A positive attitude is contagious, and we believe it creates a productive and enjoyable work environment. We seek individuals who can maintain a constructive outlook, even during challenging times. ✓ Desire to Grow: We are committed to your personal and professional development. If you have a hunger for knowledge, a desire to learn and grow in the financial industry, we are excited to support you on that journey. ✓ Undergraduate Degree: An undergraduate degree in finance, economics, or a related field is required to ensure you have a solid foundation for success in this role. ✓ Series License: While not mandatory, a series license (such as Series 7, 63, or 65) is preferred. It demonstrates your commitment to your craft and will provide a head start in servicing our clients. Joining our team means becoming part of a supportive and collaborative environment that fosters growth, innovation, and professional excellence. We offer ongoing training, mentorship, and the opportunity to work with a diverse range of clients. If you are ready to embark on an exciting journey where your hard work and dedication will be rewarded, please submit your resume and a cover letter detailing why you would be a great fit for this role. We look forward to reviewing your application and discussing how you can contribute to our team's success. Apply now and take the first step towards a rewarding career as a Registered Investment Advisor! Note: Due to the high volume of applications, only shortlisted candidates will be contacted. Company DescriptionIntegrity Advisory Solutions offers a technology platform and lead distribution system to help our IAR candidates become established and successful. Compensation structure well above industry standard and back office support to help maintain the independence that you desire. Successful candidates will be given the opportunity to establish and grow an advisory business without restrictions or unnecessary pressures.Integrity Advisory Solutions offers a technology platform and lead distribution system to help our IAR candidates become established and successful. Compensation structure well above industry standard and back office support to help maintain the independence that you desire. Successful candidates will be given the opportunity to establish and grow an advisory business without restrictions or unnecessary pressures.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position provides strategic and operational leadership for a Transactions Underwriting Team within the Servicing Portfolio & Asset Management department. The Senior Manager is responsible for hiring, developing, and leading a team who will process complex multifamily real estate transactions, ensuring risk is appropriately assessed, and supporting the firm's lending decisions. This position also plays a key role in shaping and delivering operational strategies, driving performance, and aligning team goals with company objectives. A strong industry presence and active participation in external events and networks are expected. As Northmarq evolves, additional responsibilities may be added to support company growth and scalability. *This position offers a flexible work environment and is available for an immediate start. Essential Accountabilities:Organization & Strategic Execution • Collaborate with leadership to develop and execute strategic initiatives aligned with company and servicing goals., • Represent Portfolio & Asset Management in cross-functional projects and industry events., • Monitor key metrics and operational benchmarks to ensure effective execution and continuous improvement., • Identify opportunities to improve processes, systems, and outcomes to strengthen the client and employee experience., • Support the Director of Portfolio & Asset Management with departmental planning, communications, and strategic efforts.Team & People Leadership, • Oversee the preparation and review of detailed assumption/transfer of ownership underwriting packages, including financial modeling, market analysis, sponsor analysis, and risk assessment., • Ensure underwriting standards are consistently applied and updated in line with both internal and GSE requirements., • Collaborate with originators, underwriting, legal, and asset management teams to resolve complex issues., • Present underwriting findings and recommendations to senior management and credit committees., • Drive process improvements and implement best practices to enhance efficiency and accuracy in underwriting workflows., • Stay current on multifamily market trends and regulatory developments impacting commercial real estate., • Promote a culture of accountability, empowerment, and continuous learning., • Lead succession planning efforts and ensure teams are positioned to support scale and growth., • Actively engage with industry groups, peers, and clients to stay informed on trends and represent company interests., • Maintain deep knowledge of commercial loan servicing, industry best practices, and client expectations., • Serve as an internal advisor on operational risk mitigation, client service standards, and systems performance., • Collaborate with internal partners and external stakeholders to enhance the overall servicing platform., • Bachelor's degree in finance, real estate, economics or a related field (MBA is a plus)., • 10+ years of leadership experience in commercial real estate servicing, asset management, underwriting, or equivalent function., • Strong knowledge of real estate finance, valuation methodologies, and capital markets., • Excellent communication and presentation skills, with the ability to influence stakeholders at all levels., • Proven ability to manage multiple priorities in a fast-paced environment., • Demonstrated leadership in guiding teams through strategic initiatives and change., • Ability to drive cross-functional collaboration and develop high-performing teams., • Recognized for executive presence, strategic problem-solving, and delivering results through others., • Occasional overnight travel required #LI-ES1 #LI-Onsite

Job DescriptionDescription: Concentric is the first national industrial power services organization delivering forklift and critical power as well as maintenance solutions that ensure uninterrupted, sustainable facility power. The company’s signature solutions, Guaranteed POWER® and Perpetual POWER® are industry firsts, improving reliability, sustainability, and safety to solve the power problem for facility leaders. Concentric helps data centers, distributors, manufacturers, utilities, communications infrastructure and more develop resilience in their power systems while making the energy transition with less risk. With a national network of service professionals, Concentric provides engineering, installation and maintenance/management for power equipment including backup batteries, UPSs, generators, energy storage, micro grids, forklift power, onsite maintenance and more. Learn more at concentricusa.com. Application Engineers - Critical Power are the primary technical resource for Concentrics’s Energy Storage Solutions Salesforce and are responsible for actively driving and managing customer assessments, product and technology evaluation. Working in conjunction with the sales team as the key technical advisor and product advocate, the Application Engineer must be able to identify and provide reliable solutions for all technical issues to assure complete customer satisfaction through all stages of the sales process. The Application Engineer must be able to establish and maintain strong relationships throughout the sales cycle with Concentric sales team and customer. Key Job Responsibilities: • Maintain expert level of product knowledge and application., • Customer assessment: Support sales team by providing analytical and technical support, • Engineer customer solutions: Develop technical and financial proposals that address customer objectives and opportunities based on power assessments., • Articulate technology and product positioning to both business and technical users., • Provide design and specification development support to consultants, integrators, and distributors., • Respond to functional and technical elements of RFIs/RFPs, • Listen, understand, and convey customer requirements., • Perform technical/product training for salespeople, estimators, and engineers at targeted accounts., • Assist in the design and development of sales tools / presentations necessary to make target accounts comfortable and successful at selling, • Maintain accurate records of target accounts, opportunities, quotes, projects, contacts, and correspondence in company approved databases, • Travel to project sites to preform start-up, integration, and training services, • Resolve customer issues or difficulties in a manner that is consistent with the company mission, values, and financial objectives., • Maintain professional business relationships within target accounts., • Provide status of ongoing projects and future projects., • Score Card that reflects assessment proposal and turnaround in days, number of deals quoted, total amount and % of successful sales, % of Gross profit., • Track timeline of deals between assessment, quotes, closing and Installation, • Track increase of GuranteedPOWER sales growth for the team supported by application engineer, • Management observation regarding quality of solutions, presentations, and support of assigned team. Contributions, ability to learn new skills and product and customer applications., • Other KPI’s as assigned.Requirements:, • BA/BS in Engineering, Technical Field, or equivalent successful experience in a similar controls industry role., • Experience 3–5 Years in Engineering product sales, • Proficient in Microsoft Office, • Knowledge of Microsoft Visio and AutoCad, • Read architectural, mechanical, and electrical blueprints and have a solid understanding of basic electrical and mechanical control systems, • A solid understanding of network communications technology – Internet, Intranet, VPN, TCP/IP, Ethernet, etc., • Strong communication, Interpersonal and organizational skills Benefits: At Concentric we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading Benefits to include: • Competitive pay – Plus incentive opportunities and overtime potential for our hourly employees!, • Three medical plan options with employer premium contribution that start on day one., • Employee paid dental and vision insurance that starts on day one., • Health Savings Account (HSA) with company contribution on eligible High-Deductible Health Plans (HDHP)., • Medical and dependent care Flexible Spending Accounts (FSA) available., • Company-paid life and AD&D insurance, short-term and long-term disability coverage that start on day one., • Company 401K plan with 100% match on the first 4% of employee contributions., • 8 paid holidays., • Full-time Employees receive a total of 128 Hours of Paid Time Off (PTO) Annually., • We offer employee paid accident, critical illness, and hospital indemnity insurance., • We offer employee paid legal plans, identity protection, pet insurance, and home & auto discounts., • Training and mentoring – Learn from our experts in the industry. Physical Demands The physical demands 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 this job, the employee is regularly required to sit or stand up to 8 hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally or enter an amount of time required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. 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 work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity being performed by co-workers across the office or at a home office. The noise level in the work environment is moderate. The Concentric Company considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status. #ZTECH #LI-ED1

Job DescriptionAbout the job Are you looking for a mid-sized firm that has a close-knit feel, while still providing you the global reach to work with complex and challenging clients? At HLB Gross Collins we offer all that, and more! The Opportunity We are seeking a dynamic and driven Experienced Tax Associate or Tax Senior Associate with 1-3 years of experience in Public Accounting to join our firm at the Atlanta Office. As an Experienced Tax Associate you will have strong analytical, communication, and organizational skills. Your primary responsibilities will consist of tax return preparation, including tax research, tax planning, and preparation of supporting work papers for various tax returns and tax related projects. You will continue to grow your leadership skills while beginning to train and mentor other tax staff and interns. You will have the opportunity to work with our sophisticated client base consisting of high-net-worth individuals and companies in a variety of industries including construction, manufacturing & distribution, real estate, and service and technology, as well as international businesses. How You Will Spend Your Time • Prepare and review individual, trust, partnership, and corporate tax returns, including preparation of workpapers, • Draft and revise correspondence, memorandum, and other client deliverables, • Prepare tax projections and other tax planning strategies, • Demonstrate the ability to efficiently research and analyze international and domestic tax issues, • Provide supervision, training, and support to the engagement staff and interns, • Begin acquiring the skills necessary to develop and build quality client relationships and loyalty, • Develop an understanding of the client's industry and recognizes key performance indicators, business trends, and emerging technical and industry developments, • You have a Bachelors degree in Accounting, Masters of Accounting or Taxation preferred, • You have a minimum of 1 year of experience in a public accounting firm, with at least 1 busy season under your belt, • You have your CPA license or are CPA eligible, • You are an effective multi-tasker with the ability to manage multiple engagements and competing projects while maintaining work quality, • You have excellent analytical and technical tax skills, • You look forward to enhancing your competencies through continued professional education, • You have exemplary written, verbal, and interpersonal skills, • You have a growth mindset that you use to solve problems and find solutions, • Generous Health, Dental, and Vision Insurance starting your first day of employment, • 401(k) Matching, • Paid Time Off & Paid Holidays, • Well-Being & Wellness Benefits and Programs, • Financial Support for Professional Exams and Continuing Education, • Culture based on integrity, respect, accountability, and excellence, • Competitive compensation reflecting skills, competencies, and potential, • Flexible Work Schedule to enjoy work/life balance, • Dress for Your Day policy HLB Gross Collins is named yearly as a Top 25 Atlanta Firm and we have a 50-year history of serving our clients. We are looking for dynamic individuals who will demonstrate the commitment to excellence that is ingrained in our culture. We are dedicated to the growth of our clients and our people, and we are looking for individuals who will support those goals for the community we have created. We form close partnerships with our clients to learn about the heartbeat of their businesses. Clients receive personalized service from a highly responsive team of professionals who have a wealth of financial knowledge and expertise to help make their businesses succeed. Becoming a trusted business advisor to each client is at the core of our mission: "growth of our people, growth of our clients - all else follows." HLB Gross Collins, P.C. is an Equal Opportunity Employer. HLB Gross Collins, P.C. maintains a drug-free workplace. Powered by JazzHR UZiOXJyhBB

Job DescriptionDescription: We are in search of a highly skilled and strategic General Counsel to serve as the principal legal advisor for our organization. This key role involves overseeing all legal affairs, ensuring strict compliance with relevant laws and regulations, and delivering expert legal insights to our leadership team. The ideal candidate will possess a deep understanding of complex legal frameworks and be adept at navigating the intricacies of corporate law, while also demonstrating exceptional communication and analytical skills to influence decision-making at the highest levels of our organization. • Legal Advisory:?Deliver comprehensive and expert legal counsel to the leadership team and various departments, addressing a diverse array of issues. This includes guidance on governance structures, ensuring adherence to regulatory compliance, negotiating and drafting contracts, navigating real estate transactions, and providing strategic advice in litigation matters., • Compliance Management: Ensure that the organization adheres to all relevant federal, state, and local laws and regulations. This includes compliance with real estate laws governing property transactions, corporate standards that dictate ethical business practices, and industry-specific regulations that apply to our field. Adhering to these legal frameworks is essential for maintaining our integrity and operational legitimacy., • Oversee and manage all litigation, with a focus on commercial disputes, landlord/tenant issues, and eviction proceedings., • Lead efforts in debt collection and recovery, ensuring compliance with applicable laws and maximizing recovery outcomes., • Advise on real estate transactions, property tax matters, and appeals., • Debt Collection Litigation: Represent the company in debt collection lawsuits, including preparing and filing legal documents, attending hearings, and handling post-judgment proceedings., • Draft, review, and negotiate contracts, leases, and other legal documents., • Contract Management:?Prepare, analyze, and negotiate a diverse range of contracts, agreements, and legal documents to effectively protect the organization’s interests. This involves ensuring that all contractual obligations are clearly defined, fulfilled, and legally enforceable. Additionally, leverage a solid foundation in financial and accounting principles to enhance the organization’s compliance and risk management strategies. Requirements: Qualifications • Juris Doctor (JD) degree from an accredited law school., • Admission to, and in good standing with, the State Bar of Georgia, • Minimum of 5 years of legal experience, with experience in real estate law, corporate governance, and regulatory compliance., • Proven track record of providing strategic legal counsel to senior leadership and managing complex legal issues., • Strong understanding of federal, state, and local real estate laws and regulations., • Excellent negotiation, communication, and interpersonal skills., • Ability to work independently and manage multiple priorities in a fast-paced environment., • Experience with litigation management and working with outside counsel., • Commitment to ethical standards and integrity

Job Description Wealth Advisor General Job Description A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service. Essential Duties • Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies., • Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production., • Develop and maintain relationships with our Ameris Bank partners and proactively engage and work referrals within the Ameris branch network., • Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output., • Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization., • Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations., • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios., • Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering., • Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions., • Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines. 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, skills, and/or ability required. • Bachelor's degree., • Minimum of 3-7 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients., • Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning., • Analytical expertise, notable attention to detail, and self-initiated follow-through., • Clear and effective communication skills., • Proficiency in financial planning software and Microsoft Office Suite., • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies, • Great interpersonal and process management skills; and, • Achieving or a candidate for at least one of the following advanced degrees or designations: MBA, CFP, CAIA.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionDescription: Southern States Insurance is looking for a proactive, relationship-focused Insurance Producer who thrives on building their own portfolio of clients. If you’re ready to leverage your connections and create a thriving book of business in a supportive, purpose-driven environment, we’re here to provide the tools, flexibility, and resources to help you succeed. Why Choose Southern States Insurance? Join an independent insurance agency that truly invests in your success. Whether you’re an experienced producer looking to grow or someone ready to take your career to the next level, we’ll invest in your success. • Financial Stability: Competitive starting salary while your book of business grows., • Uncapped Potential: Earn 40% commission on new business AND renewals—no account size limits., • Incentives You’ll Love: Annual sales incentive trips and performance-based rewards., • Develop a Thriving Client Portfolio: Leverage your network, build community relationships, and actively seek out new business opportunities., • Be the Trusted Advisor: Deliver tailored insurance solutions and exceptional service to meet your clients’ needs., • Collaborate for Success: Work with Account Managers to provide seamless support and ensure client satisfaction. We’re seeking a driven, results-oriented professional who is ready to build and grow their business: • Location: Resides in Georgia, Texas, Florida, North Carolina, Missouri, Virginia, Alabama, South Carolina, Tennessee, Mississippi, Louisiana, Arkansas, Kentucky, Oklahoma, or Michigan., • Licensure: Active P&C Insurance License., • Experience: Minimum 3 years in insurance sales., • Tech-Savvy: Familiarity with Applied Systems Epic is a plus., • Community Connector: Strong ties to your local area and a talent for turning connections into clients. We understand that your success is our success. That’s why we provide a wide-range of employee benefits: • Comprehensive Benefits: Health, Dental, Vision, and Long-Term Disability Insurance., • Retirement Planning: 401(k) contribution., • Professional Development: Full financial sponsorship for industry designations you want to achieve. Ready to take charge of your career and align with a team that celebrates and supports your success? Whether you prefer to work remotely or in person, Southern States Insurance is here to help you thrive. Requirements:

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $70,000 yearly Responsibilities: • Provide guidance on insurance, investments, and retirement planning., • Maintain compliance with industry regulations and licensing requirements., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Attend virtual and in-person training to enhance financial expertise., • Utilize marketing tools and resources to grow your client base.Qualifications:, • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US., • Self-motivated, coachable, and driven to succeed.About Company

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description Licensed Financial Advisor What You’ll Do Help clients plan for key financial goals—from college savings to retirement—while building your own practice with expert training and mentorship. What You’ll Get • Personalized training & 1:1 mentorship, • Team-based support & collaboration, • Industry-leading products & tech tools, • Clear path for career growth What It Takes • Business mindset, • Passion for helping others, • Strong work ethic & integrity, • Willingness to learn & grow Career Path & Compensation • Build your own career track (advisor, specialist, leader), • Competitive commissions, bonuses, and renewals, • Practice ownership opportunities, • Flexible schedule & lifestyle balance Benefits • Medical, dental, vision, life, and disability insurance, • 401(k) with match, HSA, • Licensing sponsorship, • Incentive trips & recognition, • In-house planning support Start Your Journey Launch a career with purpose, support, and upside potential. Contact us to learn how Compensation: $70,000 - $150,000 Responsibilities: • Deliver personalized financial planning solutions to help clients work toward their short-term and long-term financial goals, • Create financial plans and cross-check work to ensure complete accuracy of information, • U.S. citizen or permanent resident, • Willing to obtain financial licenses (Life & Health, SIE, Series 6/7 & 63/65)About Company We're a fast-growing, family-owned financial services firm with 19 locations across GA, AL, TN, and VA. We’re committed to helping you thrive—personally and professionally—through holistic planning and a culture rooted in growth, family, teamwork, and happiness. We invite you to apply.

Job Description About Our Company, Quickly Peachy Insurance is an inclusive, remote friendly organization with compassionate professionals who strive to exceed their goals every day. Here at Peachy, we exist to make a difference in the insurance world. Remote Account Manager Insurance is a product that everyone needs but not everyone understands. When people need help with their insurance products, they want a friendly, reliable, and educational experience. This is where you come in! You will be our customer’s guide through the bewildering world of insurance and save them money in the process. A typical day will include: • Joining daily huddles to get everyone on the same page as a team, • Receiving regular training and coaching to sharpen your service skills, • Taking inbound calls and resolving issues for our customers, • Recommending additional products to cover policy gaps You have a passion for people. Insurance is designed to protect what matters most. In this role, you have the opportunity to put minds at ease by advising individuals on their coverage needs. You have great problem-solving skills. You do not get easily flustered. You can address customers concerns and fears while keeping their best interests at heart. You operate with integrity. Our core values are clear: Integrity, Accountability, Continued Development and Respectful Communication. We hold you to these standards daily and expect you to hold us accountable as well. Here is what WE have to offer • Hourly Rate + Bonus – $21.63 Hourly starting rate with bonus opportunities, • Vacation – We start everyone with 9 days with more days added with tenure., • Health, Dental, and Vision insurance for you and your family., • We invest in you – up to $5,250 per employee per year is available for education and training., • Financial Investment – Access to a 401(k) and Financial Advisor., • Go the extra mile to engage customers, • Manage a large number of incoming calls, • Address questions and find solutions for clients by assisting with customer questions or concerns, setting expectations, and completing any follow-up work from client interactions., • Recommend potential coverages and policies by collecting customer information and analyzing customer needs TV5b98D07m

Job Description Company: AgreeYa Solutions Position Title: Business Development Director Position Type: Full-time, Exempt Compensation: $125,000 – $300,000, depending on experience and performance. About AgreeYa Solutions AgreeYa Solutions is a global leader in providing software, solutions, and services, specializing in empowering organizations through technology innovation. With over two decades of experience, we offer a comprehensive suite of IT services that drive efficiency, growth, and operational excellence for enterprises across diverse industries. With a focus on quality, innovation, and integrity, AgreeYa Solutions is shaping the future of technology-enabled business transformation. Position Overview We are seeking an accomplished Business Development Director to support strategic growth initiatives and expand AgreeYa’s presence in priority U.S. markets. This sales leader will focus exclusively on IT services and sales, driving new logo acquisition and delivering multimillion-dollar revenue growth. The ideal candidate is a proven hunter with a track record of selling complex IT services into C/V/D-level executives, consistently exceeding quotas of multimillion-dollar sales targets. This role requires a strong ability to open new accounts, develop executive relationships, and drive large-scale deals across multiple industries. Key Responsibilities • Revenue Generation: Consistently deliver multimillion-dollar sales targets through new logo acquisition and enterprise-level solution sales., • Market Expansion: Lead business development efforts in priority markets, • Executive Engagement: Build trusted relationships with senior executives (CIOs, CTOs, business unit leaders) to influence and close large-scale deals., • Strategic Sales Execution: Develop territory and account plans aligned to corporate growth goals; execute high-impact pursuit strategies., • IT Services and Sales: Lead complex sales cycles for IT services (application development, cloud, digital transformation, managed services, etc.)., • Vertical Focus: Develop tailored go-to-market strategies for industries such as Banking/Financial Services, Healthcare, Pharma/Biotech, and Telecom (preferred but not required)., • Collaboration: Partner with practice leaders and delivery teams to design solutions, create compelling proposals, and ensure successful client outcomes., • Proven Business Development Expertise: 8+ years of direct business development experience in IT services and sales., • Revenue Track Record: Demonstrated history of generating multimillion dollars annually., • Industry Experience: Familiarity with industries such as BFSI, Healthcare, Pharma/Biotech, or Telecom highly preferred., • Executive-Level Sales Success: Consistent ability to sell into and influence C-, V-, and D-level executives at enterprise organizations., • Consulting/IT Services Background: Experience in mid-sized and Tier-1 consulting or IT services firms., • Quota Achievement: Consistent top-performer with a track record of exceeding multimillion-dollar sales targets., • Entrepreneurial & Competitive: Self-starter with strong drive, resilience, and ability to operate independently in a high-growth environment., • Minimum 8 years of Business Development and sales experience., • 10–15 years total professional experience preferred. AgreeYa is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, gender identity, sexual orientation, national origin, disability, veteran status, or other protected characteristics. Visit our website at to learn about our Career & Culture.

Job Description Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job DescriptionAbout Us: At MassMutual, we are committed to helping individuals and families secure their financial futures. With a strong emphasis on integrity, innovation, and community involvement, we empower our employees to make a meaningful impact in the lives of our clients. The Opportunity: As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journeys. You will leverage our comprehensive resources and support systems to develop tailored financial strategies that align with clients' goals, making a direct impact on their financial well-being. Job Responsibilities: • Conduct comprehensive financial needs analyses for clients to identify their goals and objectives., • Develop customized financial plans and investment strategies to meet client needs., • Build and maintain strong relationships with clients through ongoing communication and support., • Educate clients on financial products, services, and market trends to enhance their understanding., • Continuously seek opportunities for professional development and networking within the industry.Desired Qualifications:, • Bachelor's degree in finance, business, economics, or a related field., • Strong interpersonal and communication skills., • Ability to build rapport and trust with clients., • Motivated self-starter with a strong desire to succeed., • Basic understanding of financial products and investment strategies.Nice-to-Haves:, • Previous experience in sales or customer service., • Familiarity with financial planning software and tools., • Knowledge of market trends and economic factors affecting financial decisions., • Professional designations such as CFP or relevant certifications., • Active participation in community service or financial literacy initiatives.

Job Description Company Overview: At Executive Financial Partners, we’re proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we’re searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lasts—for themselves and for the people they serve. Position Description: We’ll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you’ll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not required—what matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is seeking a qualified individual who will join a dynamic, growth-minded management team in the flagship office of the firm’s International Financial Advisor cohort and be responsible for all facets of its core operational functions. Reporting directly to the National Branch Operations Administrator with secondary reporting to the Branch Manager. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities: • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • Series 7, 63 required; in addition to 8 or 9 & 10, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills, • Strong working knowledge of Microsoft Office suite

Job Description Salary: $190,000-$210,000 /year Pay Grade: 19 Other Forms of Compensation: As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Travel: Up to 50% across North America. Job Summary The Senior Regional Director, North America Operations is a strategic leadership role responsible for overseeing end-to-end program performance, operational excellence, and senior-level client relationships for corporate Dining across a portfolio of campus locations and Data Centers. This role blends operational rigor with exceptional client stewardship to ensure the seamless delivery of innovative, efficient, and differentiated Dining service experiences. This leader is accountable for programmatic consistency, change management, and financial outcomes across multiple locations. In parallel, they serve as a trusted advisor and point of escalation for executive clients — building confidence in delivery, translating business priorities into actionable plans, and elevating the overall partnership value. As a member of the Extended Leadership Team, the Sr. Regional Director is a critical contributor in establishing Compass Group as both a trusted partner in delivering business results, as well as advocating Compass Group values and reputation as an employer of choice. Essential Functions: • Advocates company culture for Dining program (the Department); responsible for values-based leadership within the business, including transparency, accountability, and appreciation of all team members – fostering an environment focused on people and growth., • Collaborates with multiple clients and internal stakeholders to foster and promote an industry-leading vision for Dining in a corporate environment, ensuring department goals align to key initiatives., • Develops and communicates business strategies to effectively achieve the defined vision & desired results; evaluates outcomes and adjusts approach to best meet business objectives., • Holds leaders accountable for implementation of business strategies that align to the vision, effective process management, and adherence to Department and Company values., • Defines & presents key business metrics and measurements of success., • Partners with stakeholders and business leaders to establish, execute, and present results related to quarterly account Key Performance Indicators (KPIs)., • Works with internal marketing team to maintain a relevant brand image; ensures that the brand is cohesive, engaging, and effective in relation to our client, customers, internal Compass team members, and external parties, including suppliers and applicants., • Acts as a gatekeeper for all leadership positions, ensuring management level positions are filled with effective business leaders., • Brings forth innovations and initiatives to bolster the Dining program, incorporating technology to continually advance current state., • Effective at change management within the Department, to include leading change, as well as ensuring business leaders are directing change effectively in their respective areas of responsibility., • Manages planning, budget analysis & financial reporting., • Effectively facilitates internal, external and client-facing meetings., • Identifies critical issues & manages escalations from senior leadership and clients to ensure concerns are resolved swiftly and to the satisfaction of all stakeholders., • Works directly with other department leaders to achieve enterprise goals & initiatives and ensures the highest level of satisfaction for customers & clients., • Other duties as assigned. Qualifications:, • MBA or combination of BA in business administration and equivalent work experience., • Minimum 5 years as Director or Department Head in similar environment, with financial accountability & working with multiple teams (i.e., Finance, Marketing, Projects, etc.)., • Demonstrated ability in leading large, multi-faceted teams required., • Proficient in all aspects of client & vendor management & partnerships required., • Expertise and ability to analyze client needs & requests, think strategically, possess business & time management skills, as well as the initiative & judgment to quickly evaluate issues, find alternatives & take appropriate courses of action. Apply to Eurest today! Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Eurest maintains a drug-free workplace. Applications are accepted on an ongoing basis. Associates at Eurest are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1451675 Eurest TARANPREET TANDON [[req_classification]]

Job Description MUST RESIDE IN THE ATLANTA, GA AREA Work at Home Opportunity Client Success Consultant - Bookkeeping/Accounting Services - Full-time BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. What is a Client Success Consultant? Click here and enjoy! Below are the position requirements. Job purpose The Client Success Consultant (CSC) - Accounting Services drives strong client relationships and sustained growth by managing and expanding accounting service engagements across BELAY. This role proactively identifies client needs, uncovers opportunities within existing partnerships, and ensures a seamless experience for both clients and contractors. By applying financial expertise and account management skills, the CSC -Accounting Services strengthens client satisfaction, extends engagement longevity, and contributes to revenue growth. Duties and responsibilities As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment. Client & Contractor Experience • Manage the end-to-end onboarding process for new clients, ensuring a smooth and efficient integration experience, • Strategically pair contractors with clients to foster successful, long-term working relationships, • Act as a trusted advisor to both clients and contractors, providing ongoing support to cultivate strong, productive partnerships, • Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration, • Proactively identify areas to expand services, leveraging your financial expertise and a growth-oriented mindset, • Offer clients clear, strategic guidance on accounting and bookkeeping practices to help them navigate financial challenges, • Address and resolve client or contractor concerns, escalating matters when necessary to ensure timely solutions, • Collaborate on contract updates, renewals, and terminations as needed to support evolving client needs, • Effectively balance onboarding responsibilities with ongoing relationship management across your client portfolio, • Utilize tools such as GSuite, CRM systems, and other platforms to streamline workflows and maintain accurate, up-to-date documentation, • Support clients and contractors in developing self-sufficient, well-structured engagements through resources, training, and coaching, • Collaborate with leadership and cross-functional teams to identify opportunities for improvement, drive process enhancements, and elevate the overall client experience This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized, and ready to roll up their sleeves to get the job done! • Bachelor’s degree in a related field or equivalent work experience, • 1–2 years of client relationship management or account management experience, • Working knowledge of general ledger, accounts receivable/payable, bookkeeping, payroll, and financial reporting, • Proven ability to build strong client relationships, communicate effectively, and manage engagements in a virtual environment, • Proficiency with technology tools (GSuite, CRM platforms, and collaboration systems) and ability to learn new systems quickly BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time/part-time, exempt/non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization. Physical requirements This position does not have any physical requirements at this time. Salary Range $60,000 base + bonus and commission DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on and only reply to emails ending in @belaysolutions.com. Powered by JazzHR 6xayLvd4dZ

Job Description About the Firm: Our client is a nationally ranked, Top 50 Financial Advisor based in Atlanta. Known for integrity, excellence, and white-glove service, the firm supports a sophisticated client base with customized financial planning and wealth management. The team is lean, fast-paced, and highly collaborative, with a deep commitment to long-term client impact. The Opportunity: This is an opportunity for an experienced professional to join a high-performing team and play a key role in serving and growing existing client relationships. Youll help manage client interactions, support planning needs, and deliver an exceptional client experience. Key Responsibilities: • Serve as the primary point of contact for a group of established client relationships, • Prepare for and participate in client meetings, including follow-ups and tracking next steps, • Identify planning and service needs and coordinate execution with the team, • Assist with onboarding new clients and ensuring a smooth transition, • Maintain accurate and detailed notes in CRM and financial planning systems, • Collaborate with the lead advisor to strengthen and grow client relationships Ideal Candidate: • 3+ years of experience in financial services, ideally in client-facing roles, • Familiarity with HNW planning needs and a service-first mindset, • Series 7 and 66 (or willingness to obtain), • CFP preferred but not required, • Excellent communication, organization, and follow-through, • Values: work ethic, longevity, integrity, and responsiveness Location:Atlanta, GA Compensation:$85,000$110,000 base + performance-based bonus + full benefits

Job Description About OnPay OnPay is a fast-growing software company headquartered in Atlanta offering a modern cloud-based payroll, HR, and benefits solution for small to mid-size businesses. We’re currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in becoming a part of an exciting and fast-growing company! Learn more at OnPay.com We do not accept in-person applications; please apply using our careers site. Job Summary: Inside Sales Reps at OnPay are primarily responsible for engaging with prospective and incoming clients to familiarize them with OnPay’s system and services. The day-to-day activity of an Inside Sales Rep involves conducting outbound calls and emails to educate prospects regarding OnPay, generate qualified sales opportunities, and provide consultative guidance to prospects and clients on how to get started with our services quickly, easily, and accurately. We fully understand that it is our client's success that makes us great. By doing business in this way, we deliver an exceptional experience resulting in saved time and money for our clients. Role Responsibilities: * Get to know our clients' business challenges along with their Payroll, Benefits, and HR needs to show them how OnPay's solutions can make their lives easier and their businesses run smoother * Create a great first impression as the initial point of contact by showing enthusiasm about OnPay * Energetically engage with prospective clients as an educational resource to help them feel comfortable about our solutions * Consultative sales through high-volume outbound calls and follow-up communications to engage prospects * Quickly build relationships with prospective clients so that you can serve as their trusted advisor * Close collaboration with Onboarding, Benefits, Partnerships, Product, and other teams at OnPay to set the client up for success * Unique opportunity to fully manage a full-cycle sales process from start to finish * Seek out self-development opportunities and industry knowledge to better perform in your current role and grow with OnPay * Be open and willing to adapt to changes in your process through testing and collaboration with your teammates - Always look to improve Traits and Skills We Seek: * Superior interpersonal skills with the ability to work with various types of clients * Must be coachable while showing attentiveness, flexibility, patience, and empathy * Excellent written and verbal communication * Ability to manage multiple tasks simultaneously, with a sense of urgency * Problem solver who enjoys helping others * Collaborative, team mentality * Self-starter and highly motivated to make a meaningful impact at a fast-growing, exciting company Education and Experience: * 0-2 years in a client-facing role and/or sales development role * Prior Payroll experience is a plus * College experience (degree strongly preferred) Perks: • A casual team-oriented environment with a solid work/life balance and flexible work options, • Competitive pay, including bonuses and stock options, • A comprehensive benefits package which includes four weeks of paid time off plus paid holidays, Medical, Dental, Vision, Short-term/Long-term Disability, Life Insurance, Fertility Benefits, Parental Leave, and a 401(k) plan plus a company match, • On-site training at our Ponce City Market HQ, • Stocked kitchen with a variety of snacks and drinks, • Ponce City Market employee discounts & more! The pay rate for the role is $25/hr plus commissions in Atlanta, GA. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Recruiting Fraud Alert: To all candidates: your personal information and online safety are top of mind for us. At OnPay, recruiters only direct candidates to apply through our official career page at careers.onpay.com Recruiters will never request payments or ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from OnPay, please email OnPay is proud to be an equal-opportunity workplace dedicated to pursuing and hiring a diverse workforce. We want candidates from multiple backgrounds and lifestyles to create a broader set of perspectives. We make all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability, or any other classification protected by applicable laws.

Job Description Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description The Fulton County Clerk of Superior and Magistrate Courts is seeking a strategic and detail-driven Director of Treasury Services to lead and safeguard all treasury operations. This high-impact executive role serves as the custodian of court-related funds, ensuring accurate receipt, disbursement, and reconciliation of monies in full compliance with Georgia law and court orders. Reporting to the Clerk’s senior leadership, the Director will champion financial integrity, implement rigorous internal controls, and uphold the highest standards of public accountability. This position plays a vital role in managing the treasury functions for both Superior and Magistrate Court operations, contributing directly to the Clerk’s mission of operational excellence and public trust. Essential Duties & Responsibilities Financial Oversight • Manage the receipt, deposit, disbursement, and reconciliation of all court-related funds, including fines, fees, bonds, and registry monies., • Ensure all transactions comply with Georgia laws, court orders, and county financial policies., • Develop and enforce strong internal financial controls that meet or exceed public-sector audit standards., • Coordinate with auditors and ensure full compliance with fiscal policies and regulations., • Direct the preparation of monthly, quarterly, and annual financial reports., • Ensure regular reconciliation of accounts, including operating, trust, and escrow accounts., • Manage financial software platforms, including Tyler Technologies’ Enterprise Justice, Sage 100, and Real Property Recording systems., • Oversee data integrity, system upgrades, and staff training to enhance efficiency and reduce errors., • Create and maintain standard operating procedures for all treasury functions., • Continuously evaluate workflows and implement improvements to increase accuracy, compliance, and productivity., • Serve as a key advisor to the Clerk and senior leadership on treasury-related matters., • Analyze financial trends, risks, and performance to guide strategic decision-making., • Act as the lead point of contact for internal and external audits., • Maintain well-documented financial records and ensure timely response to public records requests., • Direct the Treasury Services Division, providing vision and direction to all team members., • Lead hiring, training, scheduling, performance management, and professional development., • Serve as a communication bridge between treasury staff and executive leadership., • Ensure alignment of the division’s goals with overall organizational priorities., • Strong knowledge of accounting principles, financial markets, banking practices, and financial analysis and reporting., • Ability to interpret and apply state and federal laws, regulations, and guidelines relevant to court and public-sector financial operations., • Skilled in analyzing complex information and solving problems using sound judgment and deductive reasoning., • Proficient in both verbal and written communication, with strong attention to detail., • Capable of prioritizing tasks, managing multiple projects, and meeting deadlines in a fast-paced environment., • Able to work independently, demonstrating initiative and consistency within established procedures and policies., • Technologically adept with proficiency in Microsoft Office and navigating file systems and networks., • Experienced in utilizing financial software systems and databases to manage and track funds., • Demonstrated leadership and team management skills, with the ability to guide and support a multi-tiered financial team., • Committed to delivering superior customer service and maintaining professionalism in all interactions. Minimum: Bachelor’s degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration, or a closely related field. Seven (7) years of professional experience in financial management, accounting, treasury services, or a related field. Three (3) years in a supervisory or management capacity overseeing financial operations. Preferred: Master’s in Business Administration (MBA), Master of Public Administration (MPA), Master’s in Accounting or Finance, or a related field. Extensive experience working in a public sector environment, especially in a court system or county government finance role. Work Environment: Work is primarily performed in an office environment. This role may require occasional travel between courthouse locations or to external meetings. The position may occasionally require extended hours or adjusted scheduling to meet operational deadlines. The job regularly requires sitting for extended periods, as well as some moving, remaining in a stationary position for periods of time, and positioning oneself to access files or office equipment. The Director will frequently operate office equipment, requiring manual dexterity and visual acuity. This role requires communicating with staff and stakeholders in person or via telephone. The role may occasionally require light moving or transporting documents, files, or small office equipment (generally up to 20 pounds). Reasonable accommodations will be made by the Americans with Disabilities Act (ADA) for qualified candidates or employees with disabilities to perform the essential functions of the job. Company DescriptionFulton County Clerk of Superior and Magistrate Courts is a dynamic government agency committed to excellence, innovation, and service. As the cornerstone of the judicial system, we manage critical court operations, maintain accurate public records, and deliver exceptional service to the community. Join a forward-thinking organization where your work contributes to meaningful impact and the pursuit of justice.Fulton County Clerk of Superior and Magistrate Courts is a dynamic government agency committed to excellence, innovation, and service. As the cornerstone of the judicial system, we manage critical court operations, maintain accurate public records, and deliver exceptional service to the community. Join a forward-thinking organization where your work contributes to meaningful impact and the pursuit of justice.

Job Description About Foresite Foresite is a premier Managed Security Services Provider (MSSP) at the forefront of the cloud security revolution. We partner with enterprise clients to deliver a powerful combination of Google's cutting-edge SecOps platform and our own expert-led managed services. Our mission is to simplify the complexity of modern cybersecurity, enabling our clients to operate with resilience, grow with confidence, and transform their security operations from a cost center into a strategic business enabler. We are a team of passionate, intellectually curious, and results-driven professionals dedicated to securing the future of enterprise technology. About the Role Preferred Location(s): Atlanta Travel: 30% The Opportunity: We are seeking a world-class Enterprise Sales Manager to drive the adoption of our Google SecOps managed services in the Southeast region. This is not a typical cybersecurity sales role. You will be selling a transformative vision for the modern Security Operations Center (SOC)—a dual-layered solution that combines a disruptive, cloud-native technology platform with a high-value, expert-led partnership. The ideal candidate is a strategic, consultative seller who thrives on challenging a customer's perspective and can navigate complex, C-suite-level conversations. You will be the quarterback of your territory, responsible for the entire sales cycle, from generating initial pipeline to negotiating and closing six- and seven-figure deals that have a material impact on our clients' security posture and business outcomes. What You Will Do: * Consistently meet and exceed new business sales targets for the Mid-Atlantic enterprise territory. * Develop and execute a strategic territory plan to identify, qualify, and close new business opportunities with large enterprise organizations. * Lead the entire sales cycle from discovery to close, orchestrating internal resources, including Sales Engineers and Solution Architects, to deliver tailored solutions. * Engage with C-level executives, particularly CISOs and CIOs, acting as a trusted advisor who understands their unique business challenges and strategic priorities. * Build and articulate compelling, data-driven business cases and ROI models that justify a significant investment in our managed services. * Master and apply a rigorous sales qualification framework (e.g., MEDDIC) to ensure accurate forecasting and efficient resource allocation. * Challenge customer assumptions by teaching them new insights about their business and the evolving threat landscape, effectively reframing their problems to create urgency. * Maintain an in-depth knowledge of the Google SecOps platform, the competitive landscape, and industry trends to position Foresite as the definitive solution provider * Capture and maintain accurate prospect and pipeline information in our CRM system. Required Qualifications: 7+ years of experience in a quota-carrying, closing role selling enterprise software or SaaS solutions. 3+ years of direct experience selling complex cybersecurity solutions (e.g., SIEM, SOAR, XDR, Cloud Security). Proven track record of successfully selling to C-level executives and navigating complex buying committees within large, matrixed organizations. Demonstrable expertise in a structured sales methodology (e.g., MEDDIC/MEDDPICC) and a consultative, value-based selling approach. Exceptional executive presence and communication skills, with the ability to build a compelling business case that resonates with both technical and financial stakeholders. A growth mindset, characterized by intellectual curiosity, resilience, and a high degree of coachability. Preferred Qualifications: Prior experience selling solutions built on or deeply integrated with a major cloud provider (GCP, AWS, Azure), with direct GCP experience being a significant advantage. Previous experience selling for or to a Managed Security Services Provider (MSSP), demonstrating a clear understanding of the recurring revenue and partnership-based business model. A "Challenger" mentality with the ability to teach, tailor, and take control of a sales conversation to guide customers toward a better solution. Why Join Foresite? Disruptive Technology: Work with a cutting-edge, cloud-native security platform backed by Google's global infrastructure and AI capabilities. High-Impact Role: Directly contribute to Foresite's strategic growth by addressing critical security challenges for enterprise clients. Expert Team: Collaborate with a team of seasoned cybersecurity professionals and sales leaders. Career Growth: Opportunity for significant professional development in a dynamic and expanding market. Competitive Compensation: Attractive base salary, uncapped commission, and comprehensive benefits package. If you are a driven, intellectually curious, and strategically minded enterprise sales executive with a passion for cybersecurity, we encourage you to apply. Join Foresite and help us shape the future of security operations.

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of our most successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team membersQualifications:, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plusAbout Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description About Our Company, Quickly Peachy Insurance is an inclusive, remote friendly organization with compassionate professionals who strive to exceed their goals every day. Here at Peachy, we exist to make a difference in the insurance world. Remote Account Manager Insurance is a product that everyone needs but not everyone understands. When people need help with their insurance products, they want a friendly, reliable, and educational experience. This is where you come in! You will be our customer’s guide through the bewildering world of insurance and save them money in the process. A typical day will include: • Joining daily huddles to get everyone on the same page as a team, • Receiving regular training and coaching to sharpen your service skills, • Taking inbound calls and resolving issues for our customers, • Recommending additional products to cover policy gaps You have a passion for people. Insurance is designed to protect what matters most. In this role, you have the opportunity to put minds at ease by advising individuals on their coverage needs. You have great problem-solving skills. You do not get easily flustered. You can address customers concerns and fears while keeping their best interests at heart. You operate with integrity. Our core values are clear: Integrity, Accountability, Continued Development and Respectful Communication. We hold you to these standards daily and expect you to hold us accountable as well. Here is what WE have to offer • Hourly Rate + Bonus – $21.63 Hourly starting rate with bonus opportunities, • Vacation – We start everyone with 9 days with more days added with tenure., • Sabbatical Leave – We give you a week off every year once you’ve worked here 9 months., • Health, Dental, and Vision insurance for you and your family., • We invest in you – $5,250 per employee per year is available for education and training., • Financial Investment – Access to a 401(k) and Financial Advisor., • Go the extra mile to engage customers, • Manage a large number of incoming calls, • Address questions and find solutions for clients by assisting with customer questions or concerns, setting expectations, and completing any follow-up work from client interactions., • Recommend potential coverages and policies by collecting customer information and analyzing customer needs LiDldCK4Zl

Job Description LOOKING FOR COLLEGE SENIORS WHO ARE SEEKING AN IMPACTFUL, HIGH PAYING CAREER THAT COME WITH FREEDOM OF TIME! Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job Description At Peachtree Planning, financial balance is not simply a concept, it is at the center of what we do, and who we are. We’re on a mission to improve the financial confidence of Americans. If you enjoy challenging work, want control of your career and life, and have a passion for helping others; explore what a financial professional position with our team means. Compensation: $60,000 - $100,000 yearly Responsibilities: What You’ll Be Doing, And Why It Matters • As a financial advisor/team leader, you'll be educating others and assisting your team of advisors, their clients and future clients in evaluating their financial goals and developing effective, customized strategies to help make those goals a reality., • Working with Peachtree Planning means devoting your career to meaningful work: improving the lives of individuals, families, and business owners by assisting them in planning for the futures they envision., • You’ll set your own hours and build your own practice, enjoying independence, as well as the support of one of the most stable companies in the financial industry. You'll have a network of peers, access to leadership and the mentorship you need to support your development. We are seeking an experienced Financial Representative to join our team. The ideal candidate will have a strong background in financial analysis, sales, and customer service. The Financial Representative will be responsible for advising clients on investment and financial planning, as well as selling financial products and services. This is a great opportunity for a motivated individual to grow their career in the financial services industry. What will you do? • Provide financial planning and investment advice to clients, • Sell financial products and services, including securities and insurance, • Conduct financial analysis and create investment portfolios for clients, • Manage and maintain client accounts, ensuring accurate financial records and timely updates, • Stay up-to-date with industry developments and changes in financial regulations, • Collaborate with other team members to achieve sales targets and expand the client base, • Maintain a high level of professionalism and integrity in all interactions with clients, • What do you need to have to join?, • Strong knowledge of financial concepts, including investment management and securities law, • Proven experience in financial sales and customer service, • Familiarity with technical accounting and financial analysis, • Experience with public accounting or a related field is a plus, • Ability to pass a background check and obtain necessary licenses and certifications., • Excellent communication and interpersonal skills, • Ability to work in a fast-paced environment and meet sales targets, • Commitment to providing exceptional client service and achieving sales goals. What licenses would be ideal to have to join us? Licenses: Life & Health, Series 7 & Series 66 Job Type: Full-time Pay: $60,000 - $100,000 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Life insurance, • Paid training, • Referral program, • Retirement plan, • Vision insurance Compensation Package: • Commission pay Experience: • Financial concepts: 1 year (Preferred) Ability to Commute: • Atlanta, GA 30342 (Preferred), • Work Location: In personAbout Company Our History A Firm With Deep Roots: Nearly 40 years ago, purple heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit .

Job Description Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional (CFP preferred) to join our team in the greater Atlanta/Gwinnett County area to work plan sponsor relationships. This position will be responsible for 457 plan enrollments, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. This is a salaried opportunity. To be eligible for the Financial Professional role, candidates must possess the following qualifications: • Registered Investment Advisor (RIA) with experience working defined contribution plans, 403(b), 457, and 401(a) preferred, • Securities registrations – Series 7, 65 & 66 preferred, • Life & Health Insurance Licenses, • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry, • Excellent presentation skills a plus Qualified candidates are expected to have the following skills: • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)), • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents, • Territory management and business development, • Relationship building, • Full access to the Voya brand, • Access to existing client base, • Wide array of financial products, • Technology and systems to enable you to efficiently manage your clients’ financial information and plans, • Turnkey marketing services, • Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit

Job Description Decisions is a fast-growing, private-equity-backed technology company that provides an integrated workflow and rules platform for business process automation (BPA). Trusted by top Fortune 500 firms and SMBs worldwide, Decisions empowers diverse industries around the globe to streamline and improve their processes, enhancing efficiency and yielding results, regardless of technical expertise. This no-code automation platform seamlessly integrates AI tools, rules engines, and workflow management, enabling the transformation of customer experiences, modernization of legacy systems, and the achievement of automation goals three times faster than traditional software development. The Channel Sales Manager is responsible for joint go-to-market/business planning with their most strategic partners, serving as a virtual sales coach to partner salespeople, and orchestrating collaborative sales and demand generation efforts to close more deals. This role also includes analyzing market trends and tracking partner performance metrics and customer feedback to identify opportunities for improvement and innovation. Roles/Responsibilities • Drive customer value and top-line growth and achieve/exceed revenue targets by engaging and enabling an assigned group of partners; these may be transacting partners and/or other partner types tasked with enabling sales opportunities, such as referral partners and service-only partners, • Build, maintain, and strengthen relationships with C-level executives and other key personnel within the partner organizations to understand their objectives, foster collaboration and trust, and facilitate growth, • Optimize partners' and their customers' experiences and outcomes by serving as the escalation point for resolving issues and conflicts in a timely manner, • Identify, recruit, onboard, and activate qualified new partners (typically in start-up or smaller partner sales organizations, and not in larger, more mature organizations with partner development managers), • Identify and lead joint go-to-market/business planning with high-performance/high-potential partners to include sales/sales opportunities, marketing, and go-to-market strategies, programs, and offerings. Conduct Quarterly Business Reviews to measure plan progress and make any needed adjustments, • Assess, clarify, and validate partner needs and satisfaction levels, and advocate internally for corrections and improvements, • Track and analyze partner performance against KPIs to identify areas for improvement and gaps that need to be filled through new partner recruitment, • Provide partners with the resources, tools, ongoing training and coaching required to drive their preference for the company's offerings and enable them to effectively position and sell the portfolio. This includes conducting regular pipelines reviews, win/loss reviews, and upcoming contract renewal strategy sessions, • Provide actionable insights to partners and become recognized as a trusted advisor by staying informed on company announcements, industry trends, and the competitive landscape, • Conduct regular meetings with key partner stakeholders to discuss performance and company announcements, share best practices, explore new opportunities for collaboration, and gather feedback, • Oversee efforts to ensure partners are properly staffed, trained, and enabled with the right resources and tools in every relevant discipline, including sales, technical, marketing, and customer success management, • Revenue growth, • Active partner rates, • Conversion rate, • Customer satisfaction (e.g., Net Promoter Score℠, implementation satisfaction scores, initial contact resolution, customer churn), • Partner engagement (e.g., certifications earned, MDF ROI, and incentives participation), • Forecast accuracy, • Partner satisfaction, • Pipeline activity (e.g., pipeline value, opportunities per partner, number/percentage of partners with active pipelines), • Portfolio adoption, • Minimum of five years of experience in partner development, partner management, and partner sales, • Minimum of three years of B2B direct sales experience with the same types of products/services/technology; sales management experience preferred, • Preferred experience with Healthcare, Fintech OR Insurance industry, • Proven track record of winning strategic deals, customer acquisition with partners, and growing partner revenue, • Expertise in collaborative selling, sales, and the B2B customer lifecycle, • Skilled in demand generation, financial acumen, and partner business models, partnership management, legalities, and partner programs, • Knowledgeable in supply chain dynamics and operational efficiencies, • Accountable, proactive, and results-driven in achieving business goals, • Adaptable and resourceful, excelling in dynamic environments, • Collaborative and customer-centric, fostering strong relationship

Job Description A Tax Senior Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Senior Manager leads and mentors tax teams, reviews complex tax returns, manages client relationships, and ensures compliance with federal, state, and local tax regulations. The Tax Senior Manager would be expected to use their experience to advise clients and develop a true trusted advisor relationship. Locations: Atlanta, GA | Charlotte, NC | Kansas City, KS | Knoxville, TN | Nashville, TN | Tampa, FL Responsibilities: • Here are some additional expectations of our PYA Tax Senior Manager leadership position:, • Lead clients and teams with a demonstrated excellence in project management and relationship development, • Advise clients on a variety of tax issues, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects, all while maintaining focus on client service excellence, • Develop a team of tax consultants and other subject matter experts to ensure exceptional client service to PYA tax clients, • Cultivate existing business client relationships and advance opportunities with new prospect leads Qualifications: • 7+ years of tax experience within a public accounting and/or consulting firm, or equivalent experience in industry tax leadership, • CPA, EA license, or another recognized certification is required, • Client-oriented work ethic, committed to high-quality results, • Creative problem-solving skills with a high level of strategic, analytical, and conceptual skills and a passion for helping client, • Additionally, PYA prides itself on the services it provides to the healthcare, financial institution, and real estate industries. In addition, PYA continues to see growth opportunities in professional services and manufacturing. Experience in one or more of these industries, while not required, will enhance the qualifications of any applicant About PYA: PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way. Why PYA? • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Job DescriptionDescription: Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations. This specific role will be based in Atlanta, Georgia, at the site of a client firm of Dynasty and will be focused on this relationship specifically. RESPONSIBILITIES: The Relationship Manager for the Dynasty will have responsibility and accountability for the following: • Relationship Management: Ensure clients of Dynasty receive prompt responses to inquiries. Problem solve a variety of situations using creative thinking. Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth., • Strategic Coach: Work with principals of the firms to design and implement business plans. Assist with evaluation of RIA’s internal teams. Provide on-going feedback around the firm’s business model with a specific focus around client development., • Project Management: Be able to coordinate multiple parties to work towards clear goals and hurdles. Collect information from multiple parties and provide clear communication back to the client and senior management., • Transition Specialist: Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm., • Communication: Dynasty’s headquarters are based in St. Petersburg, Florida and so the VP will be responsible for reporting back to senior leadership on progress within the relationship and identify any issues., • Work Travel: Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located at the headquarters of a client firm, less travel than normal could be expected. However, travel will still be involved, at the very least to travel back to Dynasty HQ in St. Petersburg, Florida. Requirements: QUALIFICATIONS • Bachelor’s Degree in Business Administration, Finance, Economics, or related field required, • Experience in corporate development, investment banking, private equity, or strategic consulting roles with a focus on M&A and corporate strategy, preferred., • Understanding of financial analysis, valuation methodologies, and deal structuring., • Strong attention to detail and ability to handle and process complex information accurately., • Strong communication skills (both oral and written) and interpersonal skills., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines., • Detail oriented and thorough in completing projects/tasks., • The most important factor is being able to be a self-starter and take the initiative on projects., • Good presentation and public speaking skills., • Strong communication and interpersonal service skills., • Excellent writing, presentation, and organizational skills., • Detail oriented and thorough in completing projects/tasks., • Intellectual curiosity and critical thinking skills., • Must have initiative and ability to complete tasks with minimal supervision., • An interest in working in a team environment with a willingness to pitch in where needed., • Excellent Powerpoint and Excel skills., • Experience in one or more of the following career paths will definitely be a plus:, • Wealth Management: Experience working in the wealth management world, whether that be as an advisor, manager or support role. The key requirement is having a deep knowledge of concepts and operational relationships that are part of running a wealth management firm., • Practice Management: The ability to work with advisors/company leaders to help them drive growth and profitability within their firms., • Health Insurance, • Dental insurance, • Vision insurance, • Retirement plan 401(k), • 401(k) matching, • Paid Time Off, • FSA/HSA benefits plans, • Disability benefits, • Voluntary Life Insurance

Job DescriptionAbout the Company Our client is a fast-growing Web3 and fintech innovator providing a self-custodial Crypto Wallet that allows users to seamlessly explore and invest across decentralized finance (DeFi), NFTs, and the broader Web3 ecosystem - all in one platform. With $33M in funding, a globally distributed team, they are helping users and enterprises adopt the future of digital finance with transparency, security, and simplicity. The Mission Our client’s mission is to make Web3 accessible, intuitive, and empowering for everyone. They see the wallet not just as a financial tool, but as a gateway to the broader decentralized economy and an engine of financial freedom. The Opportunity As an Enterprise Account Executive, you will take a leading role in driving outbound sales to enterprise clients, championing the adoption of our clients’ API and chain integration solutions. In this high-impact position, you’ll work hand-in-hand with founders, product, and business development teams to shape the go-to-market approach, open new revenue opportunities, and nurture lasting client partnerships - all at the forefront of a startup transforming how institutions and individuals engage with Web3, Blockchain, and Finance in an ever-evolving landscape. What You’ll Do * Prospect and build a pipeline targeting mid-market and enterprise clients across crypto-native and traditional fintech verticals * Understand customer pain points and tailor solutions using the Company’s API and data products * Collaborate closely with product and engineering teams to inform roadmap priorities based on client needs * Forecast revenue and deal stages with clarity and accountability * Act as a trusted advisor to clients, ensuring long-term relationship value and retention * Represent the company at industry events, conferences, and client meetings What You Bring * 5+ years of B2B sales experience in blockchain, SaaS, API, or developer tooling * Track record of closing deals with mid-market or enterprise clients $100K+ ACV with over $1M booked revenue * Deep understanding of API products, developer personas, and technical sales cycles (fintech, crypto wallets, or infrastructure platforms) * Strong written and verbal communication (must be client-facing) * Familiarity with Web3 technologies (APIs, Blockchains, Smart Contracts, Wallets, DeFi, NFTs) * Bonus: Background in fintech or crypto-native companies, with access to relevant client networks Key Success Drivers * Self-starter who is energized by building a pipeline and closing deals independently * Curious and consultative in approach, listening closely and tailoring solutions * Trust-builder with clients and teammates through transparency and execution * Resilient challenger who thrives in a fast-changing sector like Web3 * Collaborative partner across product, engineering, and BD Why Join? * Competitive OTE $200,000-250,000 (with base $70,000 - $150,000 depending on your location and experience) * Meaningful stock options in a high-growth Web3 company * Enjoy flexible hours, unlimited PTO, global coworking access, and full support to work from anywhere * Attend major industry events and conferences around the world * Strong benefits package, including medical insurance, coworking membership, and company off-sites * Relocation Support: Move anywhere in the world - our client will support your relocation * Direct collaboration with passionate founders and an expert team of builders, engineers, and product thinkers * A chance to shape the future of finance and work on the cutting edge of new digital economies Interviewing Process * HR screening * Level 1: Intro Call * Level 2: Hiring Manager * Level 3: Technical Session * Level 4: RevOps * Level 5: Founders * Reference and Background Checks: conducted after successful interviews * Job Offer: provided to the selected candidate We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity, or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. Compensation Range: $200K - $250K

Job Description The opportunity Our client is a long-standing provider of debt management software across North America that combines the stability of mature products with the innovation of a modernizing organization. As they invest in the evolution and feature build for their product offerings, they are looking for a Product Manager, Debt Management, to take their flagship product from legacy server to a modern web-based solution. You will be a key bridge between client needs and technical execution, influencing product direction and helping internal and external stakeholders understand its strategic value. This product has market fit, live users, and a clear path forward. You will speak directly with customers, gather feedback, generate user stories, and guide features from concept to delivery. As Product Manager, you will work closely with our Development Lead, Development Manager, and General Manager to drive the roadmap, prioritize features, and champion enhancements that improve accuracy, compliance, and effectiveness for our government clients. It is a high-impact role for someone who is self-motivated, takes ownership, and thrives in an environment with urgency and opportunity. This full-time, fully remote role is open to candidates in the US or Canada. What’s in it for you Own high-impact products. This is a chance to lead two established yet evolving solutions with active user bases and strong market fit. You will influence how finance professionals manage debt and investments across North America, with direct access to client feedback and the ability to guide new features from concept to delivery. Be the product evangelist. You will shape solutions you believe in, communicate their value to internal teams and external users, and contribute to tools that improve real-world workflows and outcomes. Your work will be visible, impactful, and connected to day-to-day needs. Exposure and growth with a dynamic organization. You will work in a collaborative, cross-functional environment where your voice matters. With support from a larger network of business units, you will have opportunities to expand your career into product leadership, operations, or general management. Shape what comes next. We are evolving our offering into a modern, web-based platform and looking for someone excited to build. You will explore new ideas, validate them with real customers, and design solutions that support growth, profitability, and deeper client engagement. We are looking for someone innovative, curious, and committed to helping define what the product can become. What you will do: • Lead the product lifecycle. You will own the roadmap from strategy through delivery. You will align stakeholders, manage priorities, and ensure each release delivers measurable business value. Your input will shape decisions and clear blockers., • Define and refine strategy. You will conduct market research, gather insights from clients and industry trends, and build a roadmap that balances immediate opportunities with long-term goals. You will identify opportunities for innovation and improvement taking the product from legacy to modern web-based solution., • Drive product development. You will translate feedback and product vision into actionable user stories and requirements. You will communicate priorities to the development team and support successful implementation throughout the build cycle., • Be the client advocate. You will work directly with users to understand their evolving needs, gather feedback, and ensure features reflect real-world requirements. You will help create solutions that improve their daily processes and workflows., • Champion internal understanding. You will provide internal teams with the context they need to support and promote the product. Communicate what it does, why it matters, and how it helps clients succeed., • The experience. You have a strong understanding of debt management. You may be an experienced Product Manager or Product Owner with a background in B2B financial software, in either the public or private sector. Or, you may be coming from the user side, as someone who has worked with debt management solutions, recognized those limitations, and now wants to help build better tools by turning those gaps into meaningful product improvements., • The ownership. You are driven by purpose and opportunity. You are strategic, detail-oriented, and focused on delivering real value. You balance user needs, technical feasibility, and business priorities. You bring enthusiasm and initiative to everything you do. You are innovative and eager to make suggestions and bring ideas to life., • The interpersonal skills. You are comfortable writing requirements, leading cross-functional meetings, and presenting to technical and non-technical audiences. You take charge naturally, yet you are highly collaborative and open to the perspectives of others. Our client offers an annual bonus, a full benefits package consisting of medical, dental, vision, LTD/Life, supplemental insurance, and a retirement plan with exceptional matching contributions. Apply now. Diversity and inclusion are not mere words on paper to us. We welcome and appreciate candidates with a range of backgrounds and experiences. If you have 70% of the qualifications we are looking for and want to play an integral role in changing an industry, apply to express your interest. What you can expect from our interview process: • A virtual interview with a Talent Advisor will be scheduled to discuss your interest in the role and share your relevant experience., • A virtual interview with the General Manager, Director of Operations, and the Development Lead. This will be an opportunity for you to share how your experience and industry knowledge align with the needs of the company and the customers. You will have the chance to learn more about the team. #LI-Remote #LI-DNI Powered by JazzHR zcT30DQWA6

Job Description Lucrative 1099 Insurance Agent Opportunity No Prospecting, Just Selling! Medicare Insurance Solutions, Inc. (A Mair Company) Are you an ambitious insurance professional looking for a six-figure first-year income without the hassle of prospecting or cold calling? Medicare Insurance Solutions, Inc. is actively seeking motivated Independent Medicare Agents to join our elite team! Why This Opportunity Stands Out: Preset Daily Appointments No need to chase leads; we bring them to you! Six-Figure First-Year Potential Earn what you're worth! Advance Commissions & Vesting Opportunities Secure your financial future. 4-Day Work Week Achieve work-life balance with flexible scheduling. Trusted & Established Carriers Offer top-tier plans with confidence. Your Role as a Medicare Advisor: Educate, enroll, and assist individuals turning 65 in selecting the best Medicare Supplement and Medicare Advantage plans. Represent highly rated insurance carriers that clients trust. Enjoy a supportive, professional, and rewarding work environment. What You Need to Succeed: A valid (YOUR STATE'S) Insurance License (including Medicare Supplement & AHIP certification). A self-driven, professional attitude with a focus on client success. A passion for helping seniors navigate their Medicare options. Take Control of Your Career Apply Today! Send your resume & cover letter to: Marcus W. Turner Have questions? Call us: 1-877-848-0535 Learn more: | Your next big career move starts NOW! Dont miss this high-earning, low-hassle opportunity.

Job Description Transform how the world's banks serve their customers Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone. Why We're Looking for You We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions. As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences. Key Responsibilities * Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform * Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements * Lead client calls and manage multiple concurrent implementations with competing deadlines * Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes * Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes * Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation * Build and maintain strong relationships with banking executives and operations teams across multiple client organizations What We're Looking For * Strong problem-solving skills with meticulous attention to detail * Excellent communication abilities - you can explain technical concepts to non-technical stakeholders * Ability to manage multiple projects simultaneously and thrive under pressure * Quick learner who can master new technical concepts independently Nice to Haves * Experience with no-code/low-code platforms or workflow automation tools * Technical skills in a scripting language * Previous consulting or professional services experience About Prelim: At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business. We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges. Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong. Compensation Range: $100K - $120K

Job Description Position Title: Advisor Development Consultant Reports to: Partner Department: Annuity Sales Location: Fully remote position Classification: Full-time Summary / Job Objective: The Advisor Development Consultant (ADC) is a remote position responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. Essential Job Functions: ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: * Make proactive outbound sales calls to: * Recruit financial advisors * Train financial advisors on product solutions and marketing programs * Grow the financial advisor’s practice * Respond to inbound calls regarding product solutions, marketing programs and practice betterment services * Meet call activity expectations and monthly sales goals set forth by management * Participate in continuous training * Self-develop with industry and product knowledge to remain current with trends and products * Keep abreast of the competition and changes in the economy and financial markets * Understand and adhere to the Vision, Mission and Values of Simplicity * Represent Simplicity in a professional manner at all times Qualifications: * At least two years of successful internal sales consultant results * Proficient in Microsoft Outlook, Word and Excel with accurate typing skills * Some travel may be required * College Degree Preferred or Equivalent Work Experience * Ability to get State insurance license preferred but not required * Ability to get Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: * Enterprising and creative mindset for developing innovative solutions * Effective prospecting and customer relationship skills * Ability to ask probing questions to qualify and close business * Persistent and flexible to overcome call reluctance * Self–starter with endurance and capacity to thrive in a fast-paced environment * Ability to think clearly and be objective * Outgoing, people oriented and highly collaborative * Effective listening and verbal reasoning skills * Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) * Compensation based on experience * Variable Compensation: No cap on commission * Employee benefits (health, 401k, life, etc.) * Paid Time Off Location: Remote Position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.