Financial advisor jobs in Nashville, Tennessee - Page 2Create job alerts

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approachdelivering real protection. We're growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don't need a background in salesour training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. 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 * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

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 lastsfor 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 requiredwhat 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 * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job DescriptionSalary: $55K-$70K Title: Enterprise Account Executive About the Role After successful completion of our training program with the founding sales team, you will take complete ownership of building your own book with new and or existing shipper partners. You will represent TransLoop as the main point of contact. The definitive goals in this position are to build trust, sell TransLoops Technology, our carrier capacity and identify opportunities for new and continued partnerships with shippers, nationwide. This position will take a self-starter and well-organized individual. We are on a mission to build the most elite sales team in the logistics industry, and we want to talk to you. This is a high-impact role for TransLoop. The success of this role will have a material impact on our business and the future growth of TransLoop. This unique opportunity needs to come with a background in the logistics industry. What You'll Do • Sell the TransLoop technology platform along with selling our truck capacity to new and existing shipping partners., • Build a long-term partnership with shipper partners., • Negotiate pricing with shippers and carriers, • Sell and close new and existing shipper partners on TransLoops services, • Identify opportunities to improve our offering, value proposition, and sales cadence, • Work directly with our sales team to ensure alignment and success of new accounts and your personal success, • Manage daily shipments, resolving issues, to ensure pickup and delivery is on time, 24/7/365, • Attend and participate in trade shows, conferences, and industry events, • Travel for client meetings and engagements (Less than 10%) What You'll Need • Minimum of 2+ years of experience at a logistics firm, • Proven track record of managing accounts and being a high performer, • Experience in managing high volume and multi-faceted accounts, • Strong writing and speaking skills, • The ability to work with the latest technologies, • Ability to provide great customer service, • Balanced attention to detail with rapid execution Bonus Points • You have experience selling in 3PL, Transportation, or Tech, • Existing book of business Enjoy the good life: TransLoop wants you to love where you work so we offer: • Competitive compensation, • Uncapped commissions, • Medical, dental, and vision Insurance, • Personal financial advisor, • Unlimited coffee bar & cold brew keg, • Wellness Days and annual Wellness Credit, • Commuter Benefits, • 401K (Starts on Day 1!) About TransLoop Imagine working at a logistics company where all team members were supportive, had industry experience and the technology offerings did not look like an excel sheet Imagine having free rein on all shippers in the country and not being tied down because your company saturated the entire market Imagine carriers and shippers actually wanting to work with you Imagine all drivers tracking in real-time, eliminating annoying check calls and issues like finding out a carrier isnt going to pick up a load because he did not answer his phone. Welcome to TransLoop, a much better logistics company. TransLoop is a modern digital freight network revolutionizing logistics for shippers and carriers of all sizes. The team pairs cutting-edge technology with white-glove service to deliver unparalleled transparency, industry-leading reliability, constant innovation, and real-time collaboration with every shipment. TransLoop is proud to be an Equal Employment Opportunity and Affirmative Action employer. We prohibit discrimination and or/harassment of any type, including but not limited to discrimination and or harassment based upon race, religion, religious creed, color, national origin, ancestry, citizenship, sex, sexual orientation, gender, gender identity, gender expression, age, pregnancy or relation medical conditions, childbirth, breastfeeding, parental status, veteran and/or military statue, disability (physical or mental) medical condition, genetic information or characteristics, political affiliation, domestic violence survivor status, marital status, or other characteristics prohibited by federal, state, or local law. Additionally, Transloop participates in the E-Verify program in all locations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Description Company Overview: At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we're building a team of ambitious professionals who want more than just a jobthey want a career with impact. Position Overview: This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is requiredwe'll equip you with licensing, training, and hands-on mentorship to help you succeed from day one. In this role, you will: * Develop expertise in our supplemental health insurance products. * Meet with clients to identify needs and present tailored solutions. * Build lasting relationships with individuals, families, and local businesses. * Manage your progress using proven systems and tools, including Salesforce CRM. We're looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference. 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 * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Director of Finance REPORTS TO: President & CEO STATUS: Exempt/Salaried This is a Hybrid role - three (3) days in office (2) days work-from-home. Can sit in Memphis or Nashville ABOUT PPTNM Planned Parenthood of Tennessee and North Mississippi (PPTNM) provides affordable, high quality and non-judgmental sexual health care, honest and accurate sexual health education, and fearless advocacy for reproductive rights. PPTNM serves 20,000 patients annually with locations in Memphis, Nashville, and Knoxville. PPTNM’s education and advocacy programs engage thousands of clients, supporters, and volunteers annually. The Vice President and Corporate Controller position is located at PPTNM’s administrative office in Midtown Memphis. YOUR IMPACT As Director of Finance (DOF), you will shape the financial strength, integrity, and long-term sustainability of Planned Parenthood of Tennessee & North Mississippi (PPTNM). As a key member of the Senior Leadership Team and trusted strategic finance business partner to the CEO, you will ensure financial strategy directly supports mission delivery across a multi-site nonprofit healthcare organization. You will lead in partnership with the CEO nonprofit financial stewardship, GAAP-compliant reporting, grant accountability, accreditation readiness, and forward-looking financial planning & analysis. This role requires both strategic vision and hands-on execution. In a small, high-performing department with significant volume and complexity, you must be equally comfortable setting financial direction and rolling up your sleeves to ensure accurate reporting, strong controls, and timely deliverables. You will strengthen systems, enhance automation, and bring clarity to complex, highly regulated financial environments influenced by external governing bodies and funding variability. Working in close partnership with the CEO, you will provide executive-level financial insight and recommendations while operating within established governance structures. The CEO retains final authority over financial decisions and external communications, and you will collaborate to ensure alignment in all Board materials and formal financial disclosures. Your leadership will directly support PPTNM’s ability to deliver care, expand access, and sustain its mission. WHAT YOU’LL DO Executive Financial Leadership & CEO Partnership * Serve as the primary financial advisor and strategic thought partner to the CEO. * Participate as an active member of the Senior Leadership Team, contributing to enterprise-wide strategy and sustainability planning. * Provide forward-looking financial modeling, scenario analysis, and long-range planning to support mission growth and operational stability. * Partner with the CCO to travel throughout the affiliate footprint to support financial alignment within Health Care Services. * Exercise disciplined judgment within established governance structures and delegated authority. Nonprofit Accounting & GAAP Compliance * Ensure all financial reporting is prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP) and nonprofit accounting standards. * Oversee fund accounting practices, including restricted and unrestricted fund tracking. * Ensure compliance with Financial Accounting Standards Board (FASB) requirements applicable to nonprofit organizations. * Maintain strong internal controls to safeguard assets and ensure transparency and accountability. * Develop and enforce financial policies aligned with nonprofit governance best practices. Grant Accounting & Funding Compliance * Lead all grant accounting functions, including allocation methodologies, billing, reporting, and compliance oversight. * Ensure adherence to federal, state, foundation, and private funding requirements. * Partner with Development and program leaders to ensure financial integrity of grant-funded initiatives. * Maintain audit-ready documentation and financial reporting systems that support accreditation and regulatory reviews. Governance, Accreditation & National Reporting * Align Finance Department operations with Enterprise Operating Procedures (EOPs) and accreditation standards. * Ensure departmental preparedness for accreditation reviews, compliance audits, and regulatory examinations. * Oversee required financial reporting and submissions to Planned Parenthood Federation of America (PPFA) national organization. * Partner with the CEO in preparation for Board financial reporting and governance oversight. Audit & Financial Stewardship * Lead preparation of annual audited financial statements in accordance with GAAP. * Serve as primary liaison to external auditors, working in partnership with the CEO throughout audit planning, fieldwork, and review. * Ensure timely resolution of audit findings and implementation of recommendations. * Present financial dashboards and performance insights to the Board in collaboration with the CEO. * Safeguard organizational assets and assess financial risk exposure. Financial Planning & Analysis (FP&A) * Lead annual budgeting process and multi-year financial forecasting. * Provide monthly budget-to-actual analysis and executive dashboards. * Conduct financial modeling related to service expansions, reimbursement changes, funding shifts, and strategic initiatives. * Strengthen finance partnership across key departments. Accounting Operations & Systems Leadership * Oversee all accounting functions including payroll, A/R, A/P, general ledger, reconciliations, monthly close, and cash flow management. * Supervise and develop a Finance team of two direct reports. * Maintain and optimize Sage accounting software as the affiliate’s core financial platform. * Identify and implement automation opportunities and workflow enhancements to improve departmental efficiency and strengthen internal controls. * Ensure integrity and security of financial systems and data. Multi-Site Financial Support * Partner with CCO and Health Care Services leadership to prepare budgets and support in analyzing financial performance. * Support capital expenditure planning for facilities and medical equipment investments. * Provide financial guidance across multiple service locations to ensure operational alignment. Core Competencies * Strategic Financial Acumen – Aligns financial strategy with mission-driven organizational priorities while balancing sustainability and risk mitigation. * Nonprofit & Fund Accounting Expertise – Deep knowledge of GAAP, FASB standards, and nonprofit financial reporting frameworks. * Grant Compliance & Stewardship – Skilled in managing complex funding streams and ensuring audit readiness. * Executive Partnership & Governance Discipline – Demonstrated ability to serve as a trusted CEO advisor while respecting governance structures and decision authority. * Financial Agility in Complex & Ambiguous Environments – Leads effectively within dynamic, highly regulated financial environments influenced by external governing bodies, shifting reimbursement models, regulatory changes, and funding variability. Demonstrates composure, sound judgment, and adaptability amid uncertainty. * Accreditation & Regulatory Alignment – Experience operating within accreditation standards and national organizational reporting frameworks. * Systems Optimization & Automation Leadership – Proven success improving financial systems and enhancing workflow efficiency (Sage experience preferred). * Cross-Functional Relationship Building – Builds trusted partnerships across clinical, operational, and administrative teams. * Team Leadership & Accountability – Leads and develops small, high-performing teams with clarity and engagement. * Integrity – Upholds the highest ethical standards and professional judgment. WHAT YOU BRING Knowledge, Skills, And Abilities For This Position: * Alignment with the mission and values of Planned Parenthood. * Able to demonstrate behaviors that represent the Affiliate’s Workplace Values * Commitment to PPTNM’s mission, goals, and values. * A reputation for high personal standards of integrity and professionalism. * Strong organizational and computer skills including MS Word, MS Excel, and advanced accounting software applications. * Ability and willingness to travel throughout the affiliate footprint. * Flexibility for occasional evening or weekend commitments. * Valid driver’s license required. Education * Bachelor’s degree in Accounting or Finance required. * Preferred: Master’s degree and/or CPA strongly preferred. Other certifications, CMA, CNAP Experience * 10+ years of progressive financial leadership experience. * Senior-level nonprofit accounting oversight required. * Demonstrated GAAP-compliant financial reporting experience. * Strong grant accounting and fund management expertise required. * Experience in healthcare and/or multi-site operations strongly preferred. * Experience managing a small finance team required. * Experience with Sage accounting software strongly preferred. WHAT WE OFFER * Competitive Salary – Commensurate with experience and certifications. * Comprehensive Benefits Package – 100% employer-paid Medical (including an HSA)l, Dental, Basic Life/AD&D, STD, LTD (Employee Only Coverage). * Additional Benefits – Vision, Life Insurance “Buy-Up” options, Pet Insurance, and Plum Benefits. * 401(k) with Employer Matching up to $5k Annually. Invest in your future with our retirement plan. * Generous Paid Time Off – 15 vacation days in your first year (pro-rated based on start date), plus 2 Floating Holidays and 10 Paid Holidays. * Professional Growth – Opportunities for training, mentorship, and leadership development. COVID-19 VACCINATION POLICY PPTNM is committed to ensuring a safe workplace. All employees must be fully vaccinated against COVID-19. Proof of vaccination is required upon hire. Reasonable accommodations will be considered on a case-by-case basis, in accordance with applicable laws. JOIN US! This isn’t just a job—it’s a calling. At PPTNM, we believe in providing high-quality, compassionate reproductive healthcare and education for all. If you’re looking for a meaningful career where you can make a difference every day, we’d love to hear from you. OUR COMMITMENT TO INCLUSION PPTNM is an equal opportunity employer and is committed to fostering a diverse, inclusive, and equitable workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We make reasonable accommodations for qualified applicants and employees in compliance with the Americans with Disabilities Act (ADA) and applicable regulations. E-VERIFY PARTICIPATION PPTNM participates in E-Verify to confirm employment authorization in the United States. This job description is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with this position. While intended to be an accurate reflection of the current job, management reserves the right to review and change this description as needed to maintain business goals and accomplishments. Job descriptions are reviewed periodically. This job description is not a contract. Ready to make a difference? Apply today and be part of a mission-driven team dedicated to empowering individuals and transforming lives!

Job Description We are looking for a motivated and service-driven health insurance agent to help individuals and families protect their financial future. In this role, you will educate clients on health and life insurance options, guide them through coverage choices, and help them select plans that best fit their needs and budget. You will build meaningful relationships, provide ongoing support, and serve as a trusted advisor throughout the enrollment process and beyond. Requirements • Active Health and/or Life Insurance License (or ability to obtain, if applicable), • Strong computer skills; comfort working in a digital environment, • Phone experience with excellent verbal and communication skills, • High personal integrity, character, and professionalism, • Strong work ethic, self-motivation, and a desire to succeed, • Coachable mindset with a passion for learning and personal growth, • Large Product Portfolio, • Multiple Product Lines, • Multiple Companies to offer, • Rapid Income and Career Advancement Potential, • No Experience income potential 50k to 80k in the first year, • Seasoned Agent income potential 100k to 200k+ in the first year, • Bonuses, • Long Term Income - Residual, • Training Platform tailored across the board. From agent level to leadership and up to Home Office., • Company Generated Leads - Generated directly from Home Office, • Coaching and Mentorship, • Low Stress, No Politics and Great Working Environment

Job Description Are you looking for a meaningful career where you can genuinely make a difference in people's lives? J&S Advisors in Nashville, Tennessee, is excited to welcome a new Entry Level Benefits Advisor to our agency. We believe in empowering individuals by helping them understand and access the benefits they deserve, and we're looking for someone with a positive outlook and a heart for service to join us. This isn't just another customer service job; it's an opportunity to become a trusted resource for our clients, guiding them through important decisions about their health and financial well-being. We provide comprehensive training, so even if you're just starting out, we'll equip you with the knowledge and skills needed to succeed. If you're eager to learn, passionate about helping others, and ready to grow with a company that values its people, we can't wait to meet you! Benefits Hands on Training Flexible Schedule Career Growth Opportunities Responsibilities • Engage with clients in a friendly and helpful manner to understand their benefit needs., • Clearly explain various benefit options and answer client questions with patience., • Assist clients with enrollment processes and application completion., • Provide ongoing support to clients regarding their benefit plans., • Maintain accurate client records and document all interactions., • High school diploma or equivalent., • Excellent verbal and written communication skills., • Basic computer proficiency and ability to learn new software., • A genuine desire to help people and solve problems., • Strong organizational skills and attention to detail., • Previous customer service experience is a plus, but not required.

Job Description Hi, we're TechnologyAdvice. At TechnologyAdvice, we pride ourselves on helping B2B tech buyers manage the complexity and risk of the buying process. We are a trusted source of information for tech buyers, delivering advice and facilitating connections between our buyers and the world's leading sellers of business technology. Headquartered in Nashville, Tennessee, we are a remote-first company with more than 20 digital publications and over 500 global team members in the US, UK, Singapore, Australia, and the Philippines. We're proud to have been repeatedly recognized as one of America's fastest growing private companies by Inc., as well as a Tennessee top workplace. We work hard each day and have fun, too, with monthly virtual events, recreational slack channels, and the occasional costumed dance from our CEO. All positions are open to remote work unless otherwise specified in the requirements below. The opportunity We're looking for a forward-thinking Account Director to join our Growth team and lead the strategic expansion of key client partnerships. In this role, you'll own a book of business and be accountable for meeting and exceeding revenue goals by developing consultative, insight-driven plans that align TechnologyAdvice's marketing solutions to each client's objectives. You'll drive retention and upsell through proactive relationship management, performance analysis, and clear ROI storytelling—serving as a trusted advisor who spots opportunities early, builds long-term value, and helps clients grow faster through our full portfolio of programs. Location: United States What you'll do • Engage senior decision-makers across executive, sales, marketing, and operations teams to recommend and drive adoption of TechnologyAdvice's marketing solutions., • Proactively generate new revenue opportunities through cold outreach, personal network development, outbound events, and social selling across relevant platforms., • Build a deep client understanding of their products, partner ecosystems, and ideal customer profiles to align solutions with business goals., • Create and execute targeted sales and business development initiatives that expand pipeline and accelerate deal flow., • Conduct ongoing market and account research to uncover needs, identify selling opportunities, and stay ahead of customer priorities., • Manage the full sales cycle from prospecting to relationship-building, proposal development, and solution presentation., • Develop and deliver compelling value propositions and accurate proposals, setting clear expectations and positioning TA offerings effectively., • Negotiate contracts and close deals by confidently addressing objections, leveraging TA enablement resources, and representing the company at conferences and client meetings. Who you are • Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward, • Outcomes-oriented B2B salesperson with 3+ years of experience selling digital marketing solutions; technology-vertical experience is a plus., • Proven hunter mindset with a track record of sourcing net-new opportunities and penetrating tech organizations to find budget holders., • Demonstrated success selling demand generation services and digital lead generation programs that drive measurable growth., • Experienced in selling complex, multi-stakeholder and multi-partner campaigns, navigating longer and consultative sales cycles., • Fluent in current marketing trends, strategies, and tactics, able to engage confidently with senior marketing leaders., • Skilled at delivering polished product and solution demos to both live and virtual audiences., • Strong understanding of the evolving digital media, demand generation, and IT/technology landscapes., • Excellent communicator and presenter with sharp attention to forecasting, pipeline management, negotiation, and team collaboration—resilient and motivated by results. What we offer you • Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives., • Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays., • Remote-First Culture: Work from the comfort of your home., • Flexible PTO: Take the time you need, when you need it., • Health Coverage: Medical, dental, and vision plans for you and your family., • Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage., • 401K with Match: Secure your future with our company-matched retirement savings., • Paid Parental Leave: Support for new parents during life's special moments., • Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements., • Pet Insurance: Care for your furry family members., • Speaker Series Bonus: Present in our monthly speaker series and earn a bonus., • Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning., • Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years., • In-Office Perks: Enjoy catered lunches for our in-office team. #LI-Remote Work authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company. Salary Range We seek to hire top-tier individuals and intend for our compensation to be at a rate that allows us to recruit and retain individuals who align with our core values, purpose, mission, and vision. Final total compensation is based on a multitude of factors including, but not limited to, skill level, relevant experience to the position, and cost of labor. Annual pay range:$75,000—$100,000 USDTotal annual compensation including commission up to:$150,000—$200,000 USD EOE statement We believe that our differences make us stronger, and thus foster a diverse and inclusive culture where people feel safe being themselves. TechnologyAdvice is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected under federal, state or local law. Pre-employment screening required. TechnologyAdvice does not engage with external staffing agencies. Any candidates introduced by such firms will not be eligible for compensation. TechnologyAdvice communicates only through @technologyadvice.com emails and official recruiting platforms. We never recruit via Teams, WhatsApp, or similar apps, and we will never request money, gift cards, or personal financial details during hiring. Any AI-generated or incomplete application answers will be auto-rejected.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. pR1eVzPTi1

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. rwa79yb2Ff

Job Description PYA is seeking a Consulting Senior Manager focused on Forensic Services to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will join PYA’s collaborative Consulting Department which serves clients in all 50 states. RESPONSIBILITIES • Manage forensic accounting projects for PYA clients, evaluating the following:, • Assess potential fraud risks, • Propose effective investigative strategies, • Convey complex financial information clearly and concisely, both verbally and in writing to PYA clients, • Provide assistance with litigation support matters as needed, • Develop and present quality work products, • Serve clients as a trusted advisor, develop and maintain strong relationships, understand their needs, and provide tailored solutions, • Lead a team of consultants, fostering an environment of continuous improvement and professional growth, • Assist in business development initiatives through development and expansion of client relationships, utilization of professional networks, and participation in business and industry organizations QUALIFICATIONS • 7+ years of accounting, auditing, or financial investigation experience at a professional services and/or consulting firm preferred, • Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified in Financial Forensic (CFF) required, • Experience with business valuation and litigation support a plus, • Proven project management skills, with a track record of successfully leading large-scale projects, managing timelines, and ensuring deliverables meet compliance and business objectives, • Demonstrated problem-solving skills, with a strong ability to translate complex data and compliance requirements into actionable business insights, • Exceptional communication and interpersonal skills, capable of effectively managing client relationships and leading diverse teams., • Ability to work irregular hours during investigations or legal proceedings 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 DescriptionSummary This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance. Responsibilities • Engage prospective customers through inbound and outbound calls, email, and SMS, • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language, • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly, • Build trust and long-term relationships that drive conversion and customer retention, • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements, • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey, • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category, • Generate referrals through exceptional service and a customer-first mindset RequirementsRequirements: • Active Life and Health Insurance License (required), • Completion of state-mandated Annuity Suitability training or certification, • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred), • Demonstrated success in sales and expert-level objection handling, • Exceptional multitasking, prioritization, and time management skills, • Ability to identify client challenges and deliver tailored, value-driven solutions, • Adaptability and resilience in a fast-paced, evolving environment, • Strong verbal communication skills and a confident, professional phone presence, • High drive to succeed and a commitment to delivering outstanding customer experiences About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making. If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.

Job DescriptionJob title: Associate Sales Representative Company Overview A leading privately held risk management and insurance consulting firm is expanding its national team and seeking entrepreneurial professionals to lead business development efforts and drive continued revenue growth. The firm provides comprehensive advisory services across risk management, employee benefits, and insurance brokerage for organizations of all sizes - from middle-market companies to Fortune 2000 clients. Privately owned and independently operated, the company empowers its people to operate like business owners, supported by world-class service teams, cutting-edge resources, and a collaborative culture that rewards initiative and results.Position Summary The Associate Sales Representative will be responsible for identifying, originating, and closing new business opportunities while managing client relationships over the long term. Producers are empowered to build their own book of business without geographic restrictions or capped compensation - combining the autonomy of entrepreneurship with the backing of an industry leader. This position is ideal for professionals who are driven by results, energized by relationship-building, and looking to develop a meaningful career in a high-performance, client-focused environment.Key Responsibilities Sales & Business Development • Develop a deep understanding of the firm’s full suite of services, systems, and differentiators (comprehensive training provided)., • Identify, target, and engage potential clients through networking, referrals, and direct outreach., • Build relationships with C-level executives and decision-makers across industries., • Align technical resources and internal expertise with client needs to deliver customized solutions., • Create and execute a business plan with defined market strategies, production goals, and growth objectives., • Develop a specialization within an industry or service line to establish thought leadership., • Continuously assess and refine business development strategies to ensure sustainable growth.Client Relationship Management, • Serve as a trusted advisor to clients by understanding their business challenges and delivering tailored solutions., • Oversee the delivery of services in collaboration with dedicated support teams to ensure exceptional client satisfaction., • Bachelor’s degree required., • Minimum 2–5 years of B2B sales or business development experience with a strong record of achievement., • Experience selling professional or consultative services to sophisticated business clients preferred., • Proven success engaging with and presenting to C-level executives., • Strong business and financial acumen; ability to translate technical and operational concepts into executive-level insights., • Prior experience in consulting, insurance, healthcare, or technology sales is a plus., • Preferred: Licensed in Property, Casualty, Life, or Health.Personal Characteristics, • Entrepreneurial, proactive, and results-driven - thrives in a self-directed environment., • Strong relationship builder who earns trust through credibility, integrity, and follow-through., • Excellent communication and presentation skills, both written and verbal., • Energetic, motivated, and resilient, • High level of professionalism, integrity, and commitment to client success.Compensation & Benefits, • Competitive total compensation package, • Comprehensive benefits package and professional development support., • Laptop, technology tools, and resources provided. If we have an interest in speaking with you further, we will email a request for a video interview. Sometimes these emails end up in spam/junk so please make sure you are checking them periodically; the sending domain will be @applytojob.com. Thank you for your interest in Rep-Lite and good luck in your search! ***“Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Powered by JazzHR M2fxSqpbzT

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