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We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring client records are up to date and accurate. Drawing on previous experience in a fin

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that s

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

This role requires expertise in all Empower Investment Services product lines and familiarity with credit union offerings. Participate in credit union meetings, events, promotions, and committees to enhance business development and strengthen community ties. Maintain bondability and uphold the credi

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 financi

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 obtaini

Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial plans. Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory se

A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals. Achieving goals assigned to the Financial Advisor as part of Wealth Management's annual operating plan. Specialized

Job DescriptionBenefits: • License Reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We believe in rewarding hard work and supporting a healthy work-life balance. Our team members enjoy two weeks of paid vacation, two additional sick days, and 35 days off throughout the year. We rotate time off so everyone gets a break regularly, and annual raises of 45% are standard. Our office culture is collaborative, professional, and growth-focused. Were looking for someone who is reliable, personable, and enjoys solving problems while multitasking in a fast-paced environment. You should be someone who thrives on helping others, gets along well with a team, and is eager to build a long-term career especially if you have aspirations of becoming an agent yourself. If youre motivated to grow, want to make a difference, and are ready to build a lasting career in a supportive, team-oriented environment, this could be the perfect opportunity for you. ROLE DESCRIPTION: Matt Roe - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: • Greet customers warmly in person and over the phone, directing them to the appropriate team members., • Manage appointment scheduling and office communications., • Assist in handling incoming inquiries and maintaining customer records., • Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options., • Provide excellent customer service and follow up on customers needs., • Support the team with various administrative tasks and projects.QUALIFICATIONS:, • Previous experience in a receptionist or customer service role., • Communication and interpersonal skills., • Organizational and multitasking abilities., • Comfortable with engaging in sales conversations., • Basic computer skills, including Microsoft Office and CRM systems.

Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and mentors. Requirements: • Candidate must be an excellent communicator with strong verbal and written skills, • Prior sales and/or business experience preferred, • Entrepreneurial mindset, • Strong desire to help others, • Build their career with significant income potential, • Compensation you control and a competitive benefits package, • Personalized and comprehensive training and support, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards Company DescriptionFounded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning. "Live Mutual"Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.\r\n\r\n"Live Mutual"

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, primarily in our Construction Risk Management business, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program. WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Develop and maintain good working relationships with clients., • Introduce and promote new products through communication with clients., • Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible., • Consult on the most effective coverage for a particular need., • Deliver good customer service by responding swiftly to queries and concerns from clients., • Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms., • Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis., • Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote., • Working with producers, obtain additional information from clients required for Insurance Carriers offering quotes., • Check quotes against Agency Management System for accuracy of coverage., • Review, update, input quoted data into company proposals., • Bind coverage and update Agency Management System to reflect issuance instructions., • Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies., • Participate in meetings with Carriers to obtain knowledge of markets, • Ensure compliance with procedures of OneGroup by keeping up to date with all changes., • Negotiate with underwriters to amend policies where necessary in order to meet client demand., • Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Participate in seminars and training for skill and knowledge development., • Perform other duties as required. Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • Property/Casualty License Required, • Maintain Agent/Broker License through continuing education, • Earn or maintain CISR Designation Experience/Skills: • 5 years Insurance Experience Required, Preferred Knowledge of Construction Risk, • Working knowledge of Agency Management Systems, • Experience in the Applied Epic system is a plus but not required, • Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs, • Knowledge of Acord forms, • Self-motivated, ability to work independently and within a team, • Good organizational skills with the ability to manage multiple tasks efficiently, • Excellent oral and written communication and interpersonal skills, • An interest in meeting new people and relationship management skills, • Display trustworthiness, integrity, sincerity and discretion, • Good customer service skills, • A results-driven approach to meet core responsibilities and deadlines, • Attention to detail and accurate record keeping, • The ability to develop and deliver innovative ideas, • Excellent time management skills, • Must possess a valid driver’s license and clean motor vehicle record, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner, • All applicants must be 18 years of age or older

Job DescriptionBenefits: • License Reimbursement, • 401(k), • Bonus based on performance, • Company parties, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We believe in rewarding hard work and supporting a healthy work-life balance. Our team members enjoy two weeks of paid vacation, two additional sick days, and 35 days off throughout the year. We rotate time off so everyone gets a break regularly, and annual raises of 45% are standard. Our office culture is collaborative, professional, and growth-focused. Were looking for someone who is reliable, personable, and enjoys solving problems while multitasking in a fast-paced environment. You should be someone who thrives on helping others, gets along well with a team, and is eager to build a long-term career especially if you have aspirations of becoming an agent yourself. If youre motivated to grow, want to make a difference, and are ready to build a lasting career in a supportive, team-oriented environment, this could be the perfect opportunity for you. ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Matt Roe - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist customers with policy applications and renewals., • Handle customer inquiries and provide timely responses., • Maintain accurate records of customer interactions.QUALIFICATIONS:, • Communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred.

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $90,000 - $120,000 at plan yearly Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Customize financial plans for each client based on potential life changes and changing financial needs, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Customize financial plans for each client based on potential life changes and changing financial needs, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Bachelor’s degree in business administration, finance, or related field is required, • Superior relationship skills, communication skills, and customer service skills are necessary, • Business mindset, • Relevant knowledge of the financial industry, financial products, and best practices is preferred, • Experience in sales & finance is helpful but not requiredAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector. As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC. Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely. New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning. Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc. New York Life has been safeguarding families and helping clients achieve their financial objectives for over 180 years as a mutual company accountable to policyholders, embracing a protection-first model of business. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families. Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $117,359 average yearly minimum Responsibilities: • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build your own team, • Create and maintain a team culture (hire and develop your advisors to maintain your team culture), • Continually grow and improve as a leader, • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided, • Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needs, • Executive or management experience, • Previously owned a business, • Business-minded background or experience, • MBA or equivalent master's degree, • Previous insurance industry experience, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Experience working in sales is required, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Hold a variety of FINRA licensesAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description Insero Talent Solutions is recruiting an experienced and highly motivated Tax Manager/Sr. Tax Manager to join their dynamic and growing team. This is an excellent opportunity for a tax professional who thrives in a collaborative, client-focused environment. They take pride in maintaining a fun, flexible, and team-oriented workplace that values both professional excellence and personal well-being. As a Tax/Sr. Manager, you will play a key leadership role in managing client relationships, overseeing complex tax engagements, and mentoring staff — all while helping shape the continued growth and success of the firm. This is a hybrid/remote position located in Syracuse, NY. There is also an option for candidates outside of the Syracuse, NY area to work fully remote with occasional travel to Syracuse. Key Responsibilities • Serve as a front-line client advisor, developing strong, lasting relationships with clients and ensuring the highest quality in service delivery and compliance., • Lead complex tax planning and strategy engagements, offering innovative and practical solutions to minimize tax liabilities and achieve client goals., • Review and evaluate tax research, methodology, and conclusions to ensure accuracy and quality., • Represent clients during IRS audits, administrative hearings, and other regulatory interactions., • Collaborate with Partners on practice development, management, and strategic initiatives to support firm growth., • Represent the firm within professional and community organizations, strengthening our presence and reputation., • Oversee Tax Department scheduling and workload management to ensure efficient operations., • Minimum 6 years of progressive tax experience, 7 years or more for Sr. Tax Manager, preferably in a public accounting firm., • Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation preferred)., • Active CPA license required., • Demonstrated commitment to exceptional client service and professional integrity., • Strong communication and relationship-building skills, with the ability to explain complex tax matters clearly., • Highly organized, detail-oriented, and self-motivated, with the ability to manage multiple priorities and meet deadlines. We are proud to be one of Central New York's leading certified public accounting firms, serving clients locally and nationwide for over 40 years. Our firm has grown organically through a strong emphasis on teamwork, integrity, and excellence. We specialize in providing audit, accounting, tax, and management consulting services to clients across diverse industries, including: • Construction and contracting, • Credit unions and financial institutions, • Energy and independent power producers, • Professional services The Benefits: We offer a comprehensive and competitive benefits package, including: • Competitive salary and performance-based incentives, • Unlimited (self-managed) paid time off for managers, • Paid holidays and flexible scheduling options, • 401(k) plan with firm contributions, • Employer-provided parking benefit, • Comprehensive health and welfare plan options (medical, dental, vision, etc.) Apply today to become part of a firm that values excellence, collaboration, and community.

Job Description Our 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 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 are looking for leadership-oriented managers hoping to advance their career toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $140,000 - $160,000 yearly Responsibilities: • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Complete the program requirements and join the management team as an associate partner, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Hire and lead your own group of financial professionals while serving as an associate partner, • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build a team culture (hire and develop your advisors to maintain your team culture) Qualifications: • Some sales experience needed, • Spanish, Portuguese, or other language fluency is beneficial, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Must have financial services industry and/or insurance industry experience, • Executive or management experience, • Previously owned a business, • MBA or equivalent master's degreeAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Rate and quote renewal Commercial Lines risks., • Screen, place, and approve Commercial Lines applications., • Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority., • Prepare and authorize ID cards for auto clients when necessary., • Initiate, screen, and prepare endorsement requests on Commercial Lines., • Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on., • Authorize cancellation requests., • Rate and compute endorsement, cancellation, additional or return premiums., • Review Company produced policies, endorsements, audits for accuracy., • Compute and initiate premium finance contracts as needed., • Take claim reports and maintain claim files on clients handled as needed., • Prepare summaries and proposals of insurance for existing accounts., • Prepare bonds, endorsements, and cancellations., • Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Authorize binding of Commercial Lines coverage within authority granted by the carrier., • Contact carriers as needed., • Contact producers as needed., • Maintain client files and make client contacts as needed., • Perform other duties as required., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications MINIMUM QUALIFICATION REQUIREMENTS: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • High School Diploma, • Property/Casualty License Required, • If licensed, maintain Agent/Broker License through continuing education., • Three Years Insurance Experience Required, • Customer Service Experience, • Ability to use menu-driven software in addition to Word and Excel programs., • Ability to work independently., • Good organizational skills with the ability to manage multiple tasks efficiently., • Must possess a valid driver’s license and clean motor vehicle record.

Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We believe in rewarding hard work and supporting a healthy work-life balance. Our team members enjoy two weeks of paid vacation, two additional sick days, and 35 days off throughout the year. We rotate time off so everyone gets a break regularly, and annual raises of 45% are standard. Our office culture is collaborative, professional, and growth-focused. Were looking for someone who is reliable, personable, and enjoys solving problems while multitasking in a fast-paced environment. You should be someone who thrives on helping others, gets along well with a team, and is eager to build a long-term career especially if you have aspirations of becoming an agent yourself. If youre motivated to grow, want to make a difference, and are ready to build a lasting career in a supportive, team-oriented environment, this could be the perfect opportunity for you. ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Matt Roe - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: • Answer customer inquiries and provide policy information., • Assist customers with policy changes and updates., • Process insurance claims and follow up with customers., • Maintain accurate records of customer interactions.QUALIFICATIONS:, • Communication and interpersonal skills., • Detail-oriented and able to multitask., • Previous customer service experience preferred.

Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We believe in rewarding hard work and supporting a healthy work-life balance. Our team members enjoy two weeks of paid vacation, two additional sick days, and 35 days off throughout the year. We rotate time off so everyone gets a break regularly, and annual raises of 45% are standard. Our office culture is collaborative, professional, and growth-focused. Were looking for someone who is reliable, personable, and enjoys solving problems while multitasking in a fast-paced environment. You should be someone who thrives on helping others, gets along well with a team, and is eager to build a long-term career especially if you have aspirations of becoming an agent yourself. If youre motivated to grow, want to make a difference, and are ready to build a lasting career in a supportive, team-oriented environment, this could be the perfect opportunity for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Matt Roe - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Des

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. Des

Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our November 3rd and December 1st classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experien

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Private Client Financial Advisors (PCFAs). Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Private Client Financial Advisors (PCFAs). Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.