Financial jobs in Tampa, Florida - Page 17Create job alerts

At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goal

Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups.Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve.W

Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Conducts ongoing financial analysis to identify emerging trends—such as cost drivers, operation

The timely communication with the Construction Manager on matters regarding financial issues, safety, construction progress, labor issues, material problems, quality, code issues, etc. Performance of the required duties will require physical ability to climb permanent and temporary stairs, passenger

Liquidity Strategy Analyst Senior. Chartered Financial Analyst (CFA) Designation.

Crestline Hotels and Resorts - JobID: 600-276900402 [Front Desk Agent / Reservations Agent] As a Night Auditor at Crestline Hotels and Resorts, you'll: Manage guest check-ins and check-outs efficiently; Reconcile daily financial transactions and prepare reports; Address guest inquiries and resolve i

The Senior Financial Analyst will play a pivotal role in supporting the financial planning and reporting and financial operations functions for the Global Tax practice. Reporting directly to the Senior Director of Finance, Global Tax, this individual will be responsible for providing comprehensive f

Demonstrated understanding of business processes, standard practices, tools, and financial systems in support of commercial building systems. Knowledge/aptitude of Commercial Building Mechanical, Electrical and Plumbing systems based on applicable work experience (HVAC, Fire/Life Safety, and Securit

Backed by Fay Financial, one of the nation's largest real estate and financial services companies, our aggressive growth strategy leverages many of our in-house affiliated business partners to deliver extraordinary service in mortgage, title, insurance, property management, and home renovations - an

The Senior Manager of Finance Operations plays a pivotal role in directing the financial performance and analytics delivery for the Commerce Finance Division as well as for the Manufacturing and Operations Division. The Senior Manager role is responsible for owning the full financial management cycl

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at GRT Financial, you will: Handle inbound/outbound calls and emails from clients regarding their accounts; Provide excellent customer service by addressing and resolving customer inquiries and concerns; Update and m

An Undergraduate degree in Finance, Economics, Business, Accounting, or a related field is required. Updates and maintains internal database. An undergraduate degree in Finance, Economics, Business, Accounting, or related fields is required.

Responsible for multi-site profitability and quality within established sub-regions.Oversight and management of multiple sites across various states and geographies providing armored transportation and cash vault services, client performance reporting, internal financial reporting, performance and p

Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds. As a CAAS Chief Financial Officer, you will. Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.

Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and

This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients. At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated de

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. The Invest

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J. Our history spans over 200 years and today we are a leader in

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 obtainin

Prepare and deliver accurate monthly, quarterly, and annual financial statements, dashboards, and related analyses. Analyze operational and financial data to identify trends, cost efficiencies, and performance opportunities. Partner with leadership to ensure consistent financial processes and polici

Accounts Receivable Specialist.Our client is seeking an experienced.Accounts Receivable Specialist.This is a great opportunity to bring your AR skills to a growing company that values accuracy, organization, and a team-oriented mindset.Accounts Receivable Specialist.Key Responsibilities of the Accou

Utilize Excel to support financial analysis and reporting functions. Strong Financial Foundation: Stable and secure organization offering long-term career potential. Prepare and analyze consolidated GAAP financial statements.

Advanced Excel and financial modeling expertise. Chance to directly influence process improvements and financial strategy. The Finance Consultant will play a hands-on role in analyzing financial data, enhancing reporting processes, and implementing best practices to support leadership decision-makin

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. * Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. * Documents relevant information as it relates to building a retirement income portfolio. * Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. * Develops and communicates appropriate retirement income strategies based on individual member needs. * Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. * Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. * Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). * Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. * Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. * Integrate risk management tools, products, and strategies to create an effective retirement income plan. * Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. * Guides and influences less experienced team members. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * High School Diploma or General Equivalency Diploma required. * Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. * Required maintenance of FINRA Series 7 license. * Required maintenance of FINRA Series 66 (or 63 and 65) license. * Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. * 4 years of financial industry and/or sales experience. * Experience delivering frequent written and oral communication. * Experience processing and analyzing information. * Experience fulfilling requests and meeting deadlines. * Experience resolving conflict and negotiating. * Experience multi-tasking in an operating systems environment. * Experience participating in or leading teams. * Successful completion of a job-related assessment may be required What sets you apart: * US military experience through military service or a military spouse/domestic partner. * 3+ years of direct Annuity Sales Experience * Experience working in an Inbound/Outbound Call Center * Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $69,920.00 - $125,850.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Extract, transform, and load data from a variety of data sources. Work with data engineers and other stakeholders to define data requirements. The ETL developer will be responsible for designing, developing, and maintaining ETL pipelines that extract, transform, and load data into our data warehouse

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.Join our privately-held, multi-billion dollar, global investment firm to put our clients first and

Directs and motivates team while personally assisting in providing high quality service based on requirements and standards.Monitors and controls financial and administrative responsibilities including asset protection.Provides clear and concise communications to everyone having ownership in the suc

Collects, reviews and documents receipt of financial statements, covenant compliance, and additional segment specific deliverables. Prepares and documents guarantor financial analysis in renewal or credit servicing documents. Two (2) years of real estate underwriting or financial services analysis o

Prepare clear and concise reporting on issues found including severity calculation, steps to reproduce, and mitigation/remediati Penetration, Vice President, Associate, President, Total Rewards, Training.

Job Description Overview Whether you want to make your debut or go back on tour after a long hiatus, starting a career at Seminole Hard Rock Hotel & Casino Tampa can feel more like play than work. This expansive property is the premier entertainment destination of Central Florida & features high stakes table games along with thousands of the hottest slot machines. Owned & operated by the Seminole Tribe of Florida, this electrifying casino destination boasts rock star amenities at its AAA Four Diamond rated hotel ranging from seven award-winning Zagat-rated restaurants, a newly renovated Rock Spa® & Salon and VIP services galore. Our Commitment to Service: We don’t have customers, we have Guests. Unparalleled Service isn’t just a part of our mission statement at Seminole Gaming; it’s a commitment to each and every one of our current & future Guests. Our staff spends their time making sure that every single one of our guests gets the rock star treatment, but the Seminole Hard Rock family also rolls out the red carpet for our employees with competitive benefits & a great work environment. Benefits & Perks: We offer rockin' benefits that include Medical, Dental, Vision & Life Insurances, 401K, Paid time off, Annual Bonus Opportunity & much more! Please visit to see our full list of benefits! Responsibilities The incumbent in this position is responsible for directing property operations for a new property by working within the overall company strategic planning and policy framework; directs operating entities for successful implementation of corporate business policies, goals, and objectives; provides input and support in the conceptual, strategic, and policy formulation functions of the company; directs and coordinates organizational operating activities to achieve optimum operating efficiencies and economies, and maximize company revenues and profits. These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) • Creates an atmosphere that induces guests to make Seminole Hard Rock their choice for gaming entertainment; responsible for actively building and retaining guest relations and acts as a mentor to team members in order to provide superior guest service., • Hires, motivates, evaluates, and directs property leadership to ensure adequate guidance and resources to accomplish established goals and objectives., • Responsible for the development of operating entities, personnel, products/ services, and market resources within span of control to accomplish short-term and long-term goals and objectives., • Interprets company policies and plans and establishes strategic management and operating plans for each operating entity for which responsible to achieve company goals and objectives., • Exerts a consistent and effective management presence and provides clearly defined, exemplary leadership for the achievement of short-term and long-term company goals and objectives., • Participates in the development and implementation of strategic plans and policies for the respective property(ies)., • Implements new and innovative strategic business plans in accordance with company policy to develop existing and potential business units to achieve established and potential business goals., • Provides strategic information and suggests strategic direction to the COO concerning operating entities, business opportunities, and growth and development capabilities., • Attend and participate in meetings, completing follow-up as assigned., • Effective communication skills with the ability to delegate responsibility and motivate and manage a diverse group of executives to achieve common goals and objectives., • Thorough knowledge of general business practices, strategic planning, and organizational development., • Broad knowledge of all facets of gaming and related operational activities., • Office procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook and PowerPoint., • Principles of supervision, training, and performance evaluation., • Research, analyze, comprehend, and act upon information and be aware of the business environment in order to effectively manage areas of responsibility., • Review and comprehend financial data and internal reports., • Communicate effectively with guests, outside contacts, and all levels of team members., • Observe and direct actions of subordinates., • Make unpopular and/or difficult decisions which benefit the organization in the short and long term., • Be a strategic, analytical, ethical and effective motivator., • Forecast changes in the economic climate and/or profits and react accordingly., • Communicate clearly and concisely, both orally and in writing., • Establish and maintain effective working relationships with those contacted during work., • Be flexible to work varying shifts and time schedules as needed., • This position spends time on the casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. Qualifications EDUCATION AND/OR EXPERIENCE REQUIREMENTS: • Bachelor degree in Business Administration, Marketing or Finance, or a related field; Master's degree preferred, • Must obtain and maintain all licenses / certifications per Federal, State, and Gaming Commission., • Must successfully pass background check., • Must be twenty-one (21) years of age., • Prior experience opening new properties/outlets strongly preferred. Work Environment: • Duties and responsibilities are typically performed in a professional office setting, but there may be times where you will need to be on the Casino Floor or pass through this area. On the Casino Floor, you may be exposed to casino-related environmental factors including, but not limited to, second hand smoke and excessive noise., • Duties and responsibilities are typically performed on the Casino Floor in a fast-paced, guest-smoking environment, with constant exposure to general public and excessive noise., • Duties and responsibilities are typically performed in the back of house of the casino, which can be faced-paced with excessive noise. Also, there may be times where you will need to be on the Casino Floor or pass through this area. On the Casino Floor, you may be exposed to casino-related environmental factors including, but not limited to, second hand smoke and excessive noise., • Duties and responsibilities are typically performed in the hotel and back of house of the property, which can be faced-paced. Also, there may be times where you will need to be on the Casino Floor or pass through this area. On the Casino Floor, you may be exposed to casino-related environmental factors including, but not limited to, second hand smoke and excessive noise., • While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms, talk or hear; and taste or smell. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus. Native American Preference Policy: The Tribal Council gives preference in all of its employment practices to Native Americans. First preference in hiring, training, promoting and in all other aspects of employment is given to members of the Seminole Tribe who meet the job requirements. Second preference is given to members of other federally recognized Native American Tribes who meet the job requirements. Employment Process: Seminole Gaming’s employment process requires candidates to obtain gaming licensure by successfully completing a background check with Seminole Gaming Compliance and Regulations, prior to beginning employment. These background checks may include, but are not limited to: • Credit Check, • Criminal Background Check, • Drug Screen Disclaimer While this is intended to be an accurate reflection of the current job, management reserves the right to revise the current job or to require that other or different tasks be performed when circumstances change, (e.g. emergencies, changes in personnel, workload, rush jobs or technical developments).

Job DescriptionLaw Clerk IEmployment Type: Full Time, Mid-LevelDepartment: Legal CGS is seeking a Law Clerk to join our team supporting the legal mission of a large federal agency. This position will allow candidates to demonstrate expertise in providing litigation support tasks like cite checking, document review, legal research, and numerous other relevant tasks. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Works under the direction of a Project Supervisor or Project Manager.- Performs complex legal research for the trial staff.- Assists in preparing draft legal documents, such as motions, briefs, memoranda of law, etc.- Reviews and conducts research for ROI (Release of Information)- Reviews new cases and conducts research of pertinent laws- Edits previously submitted final decisions and writes/researches legal opinions on newest case- Edits and reviews cases for issuance- Responds to citizen letters- Reviews AMICUS briefs- Briefs attorneys regarding legal issues, theories and draft statement of facts.- Assisting attorneys with all phases of litigation.- Cite checking via online legal research tools (Westlaw and Lexis) and blue book. Qualifications:- Requires Juris Doctor (JD) degree, or currently attending an ABA-accredited law school, having completed at least one year of study or, an equivalent level of legal training or experience or an equivalent level of education may be substituted.- Requires sound working knowledge of federal and state court systems, legal research procedures, and legal research resources.- Thorough knowledge of legal research tools such as LEXIS and Westlaw.- Extensive experience with cite checking and blue book.- Experience performing complex legal research.- Must have hands-on familiarity with a variety of computer applications, including word processing, databases (such as document review and file management systems), spreadsheets, and imaging.- Ability to consistently deliver highest quality work under extreme pressure will be very important. Ideally, you will also have:- Experience working in a Government and/or Litigation Support environment in conjunction with basic qualifications, preferred.- Experience with Relativity, strongly preferred and should be referenced within resume.- Publication of legal writings highly preferred.- Participation in Law Review highly preferred.- Current or active clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years we’ve been growing our government-contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package:- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description At Blue Purpose, our mission is to empower senior care providers through transformative care-management technology. We are not just a software company; we are a purpose-driven team focused on helping caregivers, administrators, and clinical leaders deliver better outcomes through powerful, intuitive tools. If you’re seeking a career, passionate about healthcare, and innovation, we want to meet you. Job Title: Customer Success Manager Location: Remote (Greater Tampa, FL area only) Salary: $33.65 pr/hr ($70,000/year) Overview We are seeking an experienced and relationship-driven Customer Success Manager to ensure our clients achieve maximum value from our solutions. The ideal candidate will serve as a trusted partner to our customers, driving adoption, engagement, and satisfaction while identifying opportunities for expansion and long-term retention. The CSM will own the post-implementation relationship with each customer—ensuring engagement, satisfaction, retention, and expansion—while acting as the bridge between clients and our product, training, and engineering teams. Responsibilities: Client Success & Retention • Serve as the primary point of contact for customers after go-live., • Drive adoption of our platform across client teams through training, best practices, and ongoing optimization., • Conduct regular check ins and performance reviews to ensure satisfaction and retention., • Maintain awareness of customer’s operation status and evolving needs., • Manage renewals and ensure contract satisfaction through proactive engagement., • Translate customer goals and issues into actionable feedback for Product and Development teams., • Monitor client utilization metrics, proactively addressing underutilization., • Partner with Implementation and Training teams during onboarding to ensure smooth transition to post-launch success management., • Conduct customer onboarding sessions to ensure successful product adoption., • Document client goals, configuration preferences, and success plans in CRM. Collaboration • Collaborate across Product, Support, Marketing, and Clinical teams to enhance customer communication and outcomes., • Identify opportunities to expand relationships through additional services or modules., • Maintain comprehensive documentation of interactions, agreements, and key account insights in CRM., • Contribute to the continuous improvement of Customer Success playbooks and resources. Qualifications • Bachelor’s degree in Business, Computer Science, or a related field., • 4+ years of experience in Customer Success or Account Management for a SaaS company (healthcare software experience preferred)., • Strong technical aptitude; ability to communicate software concepts clearly to non-technical users., • Exceptional written, verbal, and presentation skills suited for both executive and frontline audiences., • Highly organized, empathetic, and capable of managing multiple facilities simultaneously., • Familiarity with healthcare operations, and regulatory environments is a strong plus., • Strong knowledge of all business applications related to the operations of a Care Center like PCC, Matrix, UKG, etc. Core Traits • Strategic relationship builder and trusted advisor., • Data-driven and comfortable using dashboards and analytics., • Calm, professional, and resourceful under pressure., • Clients achieve measurable ROI, improved compliance, and higher satisfaction through VIBE., • High renewal and engagement rates across assigned accounts., • The CSM is viewed as a strategic partner, not a vendor. Why Join Us? • Competitive compensation + full benefits (WFH, medical, dental, vision, life, AD&D, 401k, PTO, Holidays), • Play a pivotal role in helping LTC providers transform care delivery through technology, directly influencing resident outcomes and staff efficiency., • If you’re passionate about learning and growing, have a heart for Long Term Care, and thrive in a startup environment, we’d love to hear from you. Apply now and help providers deliver better care through effective technology adoption. Company DescriptionABOUT BLUE PURPOSE. Blue Purpose is transforming the long-term care industry through technology, data, and AI. Our flagship products, unifies operations, compliance, clinical, and financial insights into one intelligent platform that empowers caregivers to deliver better care and improve outcomes.ABOUT BLUE PURPOSE. Blue Purpose is transforming the long-term care industry through technology, data, and AI. Our flagship products, unifies operations, compliance, clinical, and financial insights into one intelligent platform that empowers caregivers to deliver better care and improve outcomes.

Job DescriptionLegal AssistantEmployment Type: Full-Time, Entry LevelDepartment: Legal As a CGS Legal Assistant, you will work under the direction of a Supervisory Paralegal or Project Supervisor. You will provide litigation and administrative support to a group of United States Attorneys. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:The Contractor shall provide two legal assistants to perform the following job duties to support attorneys, investigators, and paralegals:Provide a variety of direct legal support assistance services to include:- Receive and review incoming material and independently determines the need for assembly and preparation of a variety of legal documents, e.g., charging instruments, motions, orders, pleadings, deposition notices, trial subpoenas and grand jury subpoenas. In preparation of documents, considers the nature and the status of the case involved.- Proofread and edit drafts of legal documents such as motions, orders, correspondence, discovery requests and responses, and other pleadings. Complete variable aspects of preparing recurring legal documents that conform to the rules governing their style and format.- Electronically file documents on behalf of and at the directive of the attorneys with the appropriate state or federal court, applying knowledge of local court rules and practices.- Provide assistance with trial preparation by performing duties such as independently compiling trial notebooks and witness and exhibit lists.- Prepare and track grand jury subpoenas and returns. Aid in processing and organizing legal data and other supportive material. Organize, process and copy documents in accordance with requirements. Assemble record materials for court filings.- Compose original letters that require a good working knowledge of legal procedures and specialized terminology, e.g., transmittal of pleadings, requests for extensions of time in certain cases, advising of actions taken or developments in cases referred by other federal departments and agencies, and notices to attorneys representing defendants. Provide a variety of ancillary office support functions requiring some subject-matter knowledge of the United States Attorneys programs and operations. Typical assignments may include the following:- Perform docketing duties such as opening, updating and closing cases through use of the automated case tracking system. As necessary, searches database for required information.- Obligate funds for litigation expenses and monitors for continued necessity.- Review bills and invoices and submits to budget office for payment.- Maintain calendar of assigned active cases. Track filing, hearing, and trial dates, and scheduling conferences and interviews. Develop and maintain suspense system for ongoing cases and informs the attorneys of pending dates and deadlines. Maintain calendar(s) of the attorney(s), scheduling appointments, interviews, and conferences, and provides reminders of commitments and court appearances.- Assemble the physical files and electronic files for new cases by filing materials in chronological order, preparing and printing conflict of interest sheets for assigned attorneys, and numbering the initial case materials and discovery. Upon receipt, send additional discovery to outside parties as directed by the assigned attorney.- Prepare files for closing by putting the documents in chronological order, ensuring that the relevant documents are in the file, and prepare a closing sheet for the assigned attorney’s signature.- Receive visitors, answer telephone and refer callers to staff members or take messages as appropriate. Deliver to and retrieve papers from the federal courthouse. Furnish requested information concerning pending and closed matters and cases, functions and general procedures of the office. Determine which matters should be referred to the AUSA and the urgency of the matter.- Attend meetings and trainings as may be required and appropriate.- Produce a variety of written documents and materials utilizing a wide range of office software applications, such as MS Word, MS Excel, MS Outlook, MS Access, Adobe Acrobat Professional or other databases. For example, assignments may include integrating output from different software types, e.g., tables produced by database applications and charts and graphs produced by electronic spreadsheet applications, into word processing or desktop publishing text. Products include complicated tables, graphs and charts, which may be incorporated into legal documents or courtroom presentations. Ensures all documents contain the proper format, spelling, punctuation, capitalization, and grammar.- When appropriate, provide automated litigation assistance to attorneys in trial preparation and courtroom presentations, including transcribing dictation. Utilize various software applications and graphics hardware such as scanners and plotters. Prepare documents, charts, and visual materials used in trials. Provide technical support e.g., enlarging charts and photographs, duplicating tapes and videos, and marking exhibits.- Perform other related duties as assigned. Qualifications:- At least one year of specialized litigation experience required, however over three years is preferred. - Specialized experience is defined as experience reviewing legal documents such as complaints, motions, orders, answers, pleadings, subpoenas, and libels for completeness of information; retrieving and assembling information for hearing and/or trial use, researching a variety of legal sources to obtain and/or verify information; maintaining file systems; and using automated software to produce legal related reports, documents, correspondence and related materials. - Requires excellent written and oral communication skills. - Should have hands-on familiarity with a variety of computer applications, such as MS Word, MS Excel, MS Outlook, and Adobe Acrobat. - Ability to consistently deliver highest quality work under extreme pressure will be very important.- Ability to obtain a Public Trust Security Clearance Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

DoD or other federal agency in Financial Management experience includes activities such as monitoring budget execution, preparing financial documentation and reports, preparing trial balances, reconciling accounts, and other accounting functions, budget formulation, completing financial transactions

Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to inform capital planning, and ensuring financial objectives align with capital targets. Conducts ongoing financial analysis to identify emerging trends—such as cost drivers, operation

Job DescriptionCustomer Sales Representative (Remote): Your Next Career Opportunity! Are you a highly motivated and customer-focused individual looking for a rewarding career? We're seeking dedicated Customer Sales Representatives to join a dynamic team, empowering clients with essential solutions. If you excel at building relationships and thrive in a flexible, independent environment, this remote position is your chance to shine. Why This Opportunity Stands Out: * Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions. * Pre-Qualified Leads: Focus on building rapport; no cold calling! * Robust Growth & Support: Access training, tools, and mentorship. * Collaborative Community: Join a supportive network of peers. * Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option). What You'll Be Doing: As a Remote Customer Sales Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. * Client Engagement: Nurture connections with pre-qualified clients virtually. * Needs Assessment: Understand clients' situations and aspirations. * Solution Presentation: Clearly present tailored financial strategies via Zoom/phone. * Seamless Journey: Guide clients from inquiry to plan implementation. * Efficient Workflow: Utilize CRM for managing interactions. Who We're Seeking: * Exceptional Virtual Communicators: Build rapport and convey complex info remotely. * Proactive Problem-Solvers: Results-driven and committed to client solutions. * Client Advocates: Passionate about positive financial impact. Important Note: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take charge of your professional destiny in a dynamic remote sales environment? Explore this exciting opportunity and apply today!

Job DescriptionCompany Description Xyant Technology, established in 1995, is a premier federal systems integrator that provides technical and business solutions in information technology, systems engineering, scientific support and management consulting. AWARDS Winner of Nationwide Best of the Best Small Business Award from Federal Aviation Job Description Send your updated resume to vinoth.xyant@gmail. com Job Title: IFS ERP Manufacturing Consultant Location: Tampa, FL (Remote) Duration: Full Time / Contract Direct Client Need Job Responsibilities: • Responsible for end-to-end Implementation / Upgrade / Support Projects on IFS ERP Applications with specialization in the Projects module., • Handle Solution Architecture Role related to Project Management, Project Costing, and Contract Management within IFS ERP., • Will work on IFS Projects across industries such as Engineering, Construction, EPC, and Services., • Actively participate in requirements gathering, solution design, module configuration, testing, end-user training, and deployment, • Coordinate with Technical teams for reports, integrations, and customizations related to the Projects module., • Drive knowledge sharing initiatives and provide training sessions for internal and client teamsQualifications, • 3 to 5 years of total experience with at least 1 year in IFS Projects module and minimum 1 end-to-end implementation, • Proven experience in IFS Implementation / Support, particularly in the Projects domain (Project Setup, Budgeting, Costing, Forecasting, Billing, Revenue Recognition), • Strong understanding of Project Management processes and financial integration within ERP, • Excellent communication skills and ability to interact with business stakeholders and technical teams, • Product Experience: IFS Applications (Apps 9/10/Cloud), • Strong client communication and presentation skills Additional Information Please send your updated resume to vinoth.xyant@gmail. com

Or High School Diploma or GED and ten (10) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving. Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving.

Job DescriptionLaw Clerk IIEmployment Type: Full-Time, ExperiencedDepartment: Legal Services CGS is seeking an experienced Law Clerk to provide assistance in all phases of litigation for a large federal agency office. This is a high-profile office involved in many high priority cases where your work will be fulfilling, and will make an immediate impact in support of the mission of this federal agency. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:• Assist with all phases of litigation regarded opioid cases, and other high-profile cases litigated by this office. • Assist with trial prep, litigation tasks, and all other tasks as assigned by attorneys. • Reviews and analyzes documents, transcripts, files, and other materials to locate information & evidence relevant to investigative actions.• Uses electronic databases to perform litigation support tasks, including reviewing, organizing, indexing, tagging, and summarizing documents, files, and other materials.• Conducts database searches for documents and information. • Troubleshoot technical issues with review platforms and tools. • Apply redactions to documents of all types including audio files. • Draft review memos and other litigation documents as required by attorneys. • Communicate directly with case teams regarding ongoing litigation. • Draft, organize and manage litigation review materials. • Use task ticketing software to track litigation case support. Qualifications:- J.D. Degree- Active member of the Bar in any U.S. jurisdiction- Experience with civil litigation (preferred), especially if such experience involves complex federal cases and jury trials- U.S. Citizenship.- Requires Law degree, or currently attending an ABA-accredited law school, having completed at least two years of study or, an equivalent level of legal training or experience; or an equivalent level of education may be substituted. Additionally, must have at least two years of progressively more responsible experience on litigation support projects or task order related projects including proven capabilities and communication skills to successfully interact with clients and attorneys.- Requires sound working knowledge of federal and state court systems, legal research procedures, and legal research resources.- Requires excellent written and oral communication skills and thorough knowledge of legal research tools such as LEXIS and Westlaw.- Must have hands-on familiarity with a variety of computer applications, including word processing, databases (such as document review and file management systems), spreadsheets, and imaging.- Role also requires hands-on familiarity with ESI tools and knowledge of eDiscovery procedures and resources. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCrafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a remote Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: * Engage with clients to understand their financial goals and concerns. * Present tailored solutions to safeguard their assets effectively. * Maintain a pulse on the industry, ensuring you offer the best and most updated advice. * Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? * Remote Work: Enjoy the benefits of a work-from-home full-time role that has flexible hours. * Unlimited Earning Potential: Your dedication determines your earnings*. * Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! * Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: No stringent qualifications needed. We believe in potential., 2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. * When will I hear back after applying? Typically, within 24 hours. * Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. * What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. • This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups.Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve.W

Job Description Vice President of Operations The Vice President is responsible for operational efficiency across the company to ensure that budget targets are met and that operations are being executed in an efficient and profitable manner. The VP must be tech and systems savvy, and highly skilled in financial acumen, data analysis, and driving metrics. The VP will be expected to improve operating margin through collaboration with team members and executive leadership, while ensuring tools and support are in place to meet objectives in the near and long-term. They must possess the ability to handle multiple priorities, and address present concerns while keeping an eye on future opportunities. What You'll Be Doing • Provide operational oversight, including financial planning, personnel, company asset management/utilization, and collaboration with executive leadership to ensure overall profitability of the company, • Lead the assessment, plan development, and execution of a full-scale operations and customer support strategy; formulate and implement a strategic plan, • Provide professional management and leadership to the company, including mentoring and developing key senior management members and instilling best practices from an operational and sales perspective, • Assess current SOPs, manage by exception, and identify key opportunities for improvement; work closely with the executive leadership team to address potential strategic, tactical, and operating issues, • Manage and report on key operational processes, financial budget, and performance indicators, • Collaborate with executive leadership to develop an annual business plan for inclusion in the company's overall business plan, and provide long-term business growth and expansion forecasting, • In partnership with the Sales team, grow the business's top-line revenue by implementing, maintaining, and growing customer relationships Requirements • Minimum of 10 years of proven leadership experience, • Prior experience in a director-level role or above, • Experience managing and developing both onsite and remote teams, • A strategic thinker who can utilize their analytical and technological skills to quickly understand concepts/needs and effectively develop, execute, and manage programs, metrics, and solutions, • Proven track record of leading an organization through significant, profitable growth for a sustained period of time, • Strong operational and financial acumen, and measurable success in developing, implementing, and executing on plans, • Bachelor's degree required

Job Description Position Overview The Mailroom Clerk is responsible for accurately processing, distributing, and tracking incoming and outgoing mail and packages while adhering to department and company policies. This position plays a key role in supporting production goals by meeting or exceeding daily affidavit targets, ensuring document accuracy, and maintaining efficient mailroom operations. The ideal candidate will demonstrate strong attention to detail, organization, and communication skills, and will work effectively both independently and as part of a team. Essential Job Functions • Adhere to all department and company policies and procedures., • Receive, sort, and distribute mail and packages to appropriate destinations., • Manage daily workload to meet or exceed minimum affidavit and processing goals., • Perform preliminary proofing of documents for clerical, server, and client-specific errors., • Ensure the highest level of quality and accuracy in all completed work., • Demonstrate a clear understanding of proper service of process procedures., • Maintain organization of mailroom operations, including inventory and supplies., • Perform in a fast-paced environment while maintaining strong attention to detail., • Work effectively both independently and collaboratively with other departments., • Communicate clearly with team members, supervisors, and other departments to ensure smooth workflow. Additional Responsibilities • Maintain a safe, positive, and productive work environment., • Display flexibility and adaptability to support interdepartmental duties or changing priorities., • Support new initiatives and process improvements as directed by management., • Maintain organization of daily tasks, documents, and shipment tracking. Skills and Qualifications • Physical Stamina and Strength: Ability to lift up to 50 lbs, stand for extended periods, and move mail and packages efficiently., • Attention to Detail: Ensure shipments and documents are accurate, properly packaged, labeled, and filed; strong ability to alphabetize and organize., • Organization and Time Management: Prioritize tasks, manage daily workflow, and meet established deadlines., • Basic Computer Skills: Proficiency with Microsoft Word and Excel; familiarity with shipment software (e.g., FedEx, UPS) preferred., • Problem-Solving: Ability to address unexpected issues such as shipment discrepancies or last-minute changes with a solutions-oriented mindset., • Communication Skills: Clearly communicate with team members and management; provide timely updates on shipments or issues., • Knowledge of Shipping Procedures: Understand and follow proper packing, labeling, and mailing processes., • Teamwork and Collaboration: Work effectively with colleagues, especially during high-volume periods., • Adaptability: Adjust quickly to shifting priorities, tight deadlines, or workflow changes., • Multitasking: Balance multiple responsibilities such as mail distribution, document proofing, inventory management, and data entry., • Inventory Management: Track and maintain mailroom supplies and reorder materials as needed. Position Requirements • Must be 18 years of age or older., • High school diploma or equivalent required., • Ability to type a minimum of 35 words per minute., • Strong multitasking and organizational skills., • Proficiency in reading and writing English., • Ability to work with minimal supervision and meet daily goals.Company DescriptionProVest plays a critical role in the legal process by ensuring that defendants in a legal action have been properly served process. We specialize in managing the service of process related to creditors’ rights and mortgage defaults. Today, ProVest annually serves millions of documents for the country’s most notable law firms, financial institutions and insurance companies. Our rich history, disciplined approach and the expertise of our professionals have made us an industry market leader since 1991. With 30 years of experience, ProVest has earned a reputation as a trusted and knowledgeable provider. The industries we support require a process server to be knowledgeable about consumer rights and consumer laws. As a result of our specialty in this industry we play a vital role in ensuring the consumer is protected and informed.ProVest plays a critical role in the legal process by ensuring that defendants in a legal action have been properly served process. We specialize in managing the service of process related to creditors’ rights and mortgage defaults. Today, ProVest annually serves millions of documents for the country’s most notable law firms, financial institutions and insurance companies. Our rich history, disciplined approach and the expertise of our professionals have made us an industry market leader since 1991. With 30 years of experience, ProVest has earned a reputation as a trusted and knowledgeable provider. The industries we support require a process server to be knowledgeable about consumer rights and consumer laws. As a result of our specialty in this industry we play a vital role in ensuring the consumer is protected and informed.

Job DescriptionOverview Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description As a Security Officer - Armed Government Patrol in Tampa, FL, you will serve and safeguard clients in a range of industries such as Government, and more. Join a leading team where flexibility meets opportunity. As a Part-Time Security Officer, you'll use our exclusive Claim a Shift platform to view and Pick up open shifts based on your availability-giving you the freedom to build a schedule that works for you, while gaining valuable site experience across various industries. Whether you're looking to supplement your income or take the first step toward a full-time role, this position offers unmatched access to hands-on experience and growth opportunities. Join Allied Universal as an Armed Patrol Officer, where you'll play a key role in helping to deter security-related incidents at a dynamic government location. You will conduct routine patrols, maintain a visible presence, and respond to incidents, all while providing outstanding customer service and clear communication to those you encounter. This armed post allows you to support the community and be part of a team that values integrity, innovation, and putting people first. Bring your commitment and professionalism to a role that makes a difference every day. Position Type: Part Time Pay Rate: $22.00 / Hour Job Schedule: DayTimeThur10:00 AM - 06:00 PMFri06:00 AM - 06:00 PM Why Join Us: • Smart Tools: Access to our exclusive technology to view and claim additional shifts to earn more., • Career Growth: Get paid training and access to career growth opportunities., • Financial Benefits: Participate in our retirement savings plan to invest in your future., • Provide customer service to clients by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities., • Respond to incidents and critical situations in a calm, problem-solving manner., • Conduct regular and random patrols around the location and its perimeter to help to deter unauthorized activity and promote a secure environment., • Monitor access points and verify credentials of individuals entering the location., • Observe and report any suspicious activity or security-related concerns to the appropriate authorities or Allied Universal management., • Maintain a visible and professional presence while on duty to help to deter potential security-related issues., • Complete required documentation and incident reports accurately and in a timely manner., • Must possess an Armed Guard Card or License., • Be at least 21 years of age for armed roles., • Possess a high school diploma or equivalent., • As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws., • Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws., • As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law., • Participate in industry-specific security training programs., • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment. If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: . Requisition ID 2025-1463260

Job Description Unlock your potential with unlimited earning opportunities and the freedom to work from anywhere! About Us Legacy Harbor Advisors is a nationally recognized financial services firm featured in Forbes and Entrepreneur Magazine and consistently ranked on the Inc. 5000 list. We empower professionals to build rewarding careers while helping clients achieve lasting financial security. Position Overview We’re looking for a motivated Client Acquisition Representative to join our high-performing remote team. This is an excellent opportunity for driven individuals who thrive on building client relationships, achieving goals, and making a meaningful impact. As part of our team, you’ll receive qualified leads, comprehensive training, and ongoing mentorship, all while enjoying the flexibility to design your own schedule and determine your own success. What You’ll Do * Conduct virtual consultations to understand client needs and recommend personalized financial solutions * Present products such as life insurance, annuities, and investment options * Manage your client pipeline using advanced CRM and digital sales tools * Collaborate with mentors and peers to develop winning client acquisition strategies * Deliver exceptional client service and long-term financial guidance What You Bring * Strong communication and relationship-building skills * Self-motivated and coachable with an entrepreneurial mindset * Experience in sales, customer service, or financial services preferred * Professional presentation in virtual meetings * Comfortable working independently in a remote environment What You’ll Gain * Commission-Based (1099) – Unlimited earning potential * Flexible Schedule – You control your hours and income * Pre-Qualified Leads – No cold calling required * Training & Mentorship – Learn from top producers and industry experts * Incentives & Rewards – Performance bonuses and all-expenses-paid trips * Career Growth – Ongoing development and advancement opportunities Join Us Take charge of your future with a company that rewards ambition and excellence. Apply today to become a Remote Client Acquisition Representative with Legacy Harbor Advisors, where your success has no limits!

Job DescriptionA New Path for Your Career: Join Kensington Partners Group Are you seeking a professional opportunity that offers autonomy and a genuine sense of purpose, all from the comfort of your own home? Kensington Partners Group is actively seeking a highly motivated Remote Sales Customer Representative to join our expanding team. If you excel at forging meaningful relationships, thrive in an independent setting, and are passionate about delivering impactful financial solutions, this role is designed for you. Your Impact as a Remote Sales Customer Representative As a vital member of our team, you will serve as the crucial link between our company and our clients, providing guidance and support to help them achieve their financial goals. Your responsibilities will include: * Building Client Relationships: Engaging virtually with pre-qualified clients to establish and nurture lasting, trusting connections. * Assessing Client Needs: Conducting comprehensive discovery sessions to understand clients' unique circumstances and aspirations. * Presenting Tailored Solutions: Articulating personalized strategies for products such as Life Insurance, Indexed Universal Life (IUL), and Annuities through virtual channels. * Facilitating the Client Journey: Guiding clients seamlessly from initial inquiry through to the successful implementation of their chosen plan. * Managing Workflow: Utilizing our CRM system to meticulously organize and track client interactions, ensuring a smooth and efficient process. Why This Opportunity Is Right for You We believe in supporting our team members with the tools and freedom they need to succeed. This remote position offers significant advantages for professionals who are ready to take their career to the next level: * Unlimited Earning Potential: Your dedication and hard work are directly rewarded with an uncapped commission structure. * Unmatched Flexibility: Enjoy the freedom to set your own work-from-home schedule, creating a perfect balance between your professional and personal life. * Focus on Relationships: Work exclusively with pre-qualified leads, allowing you to dedicate your energy to building rapport rather than cold calling. * Robust Support System: Benefit from extensive training, advanced tools, and dedicated mentorship designed to foster your continuous professional development. * Collaborative Culture: Join a supportive network of professionals who are committed to mutual success, even in a remote setting. * Wellness Benefits: Take advantage of opportunities for life insurance and healthcare benefits to secure your well-being. Who We're Looking For * Adept Communicators: Individuals who are skilled at building rapport and explaining complex concepts clearly and concisely in a virtual environment. * Self-Driven Professionals: Thrives independently and demonstrates a high degree of self-motivation and accountability. * Solution-Oriented Thinkers: Possesses a proactive mindset and is dedicated to finding the most effective solutions for clients. * Client Advocates: Passionate about positively influencing clients' financial futures and dedicated to providing exceptional service. Important Note: This is an independent contractor (1099) position. Compensation is solely based on commission. Ready to take charge of your professional journey in a dynamic remote environment? Explore this exciting opportunity and apply to Kensington Partners Group today!

The ideal candidate will have strong investment management skills, proven sales capabilities, and a passion for helping clients achieve their financial goals through comprehensive wealth management and planning strategies. Conducting regular client reviews, assessing changing financial circumstances

Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financi