Job description THIS IS AN INCREDIBLE OPPORTUNITY for people who like to work virtually from their home to earn extra income, or full-time with an uncapped income! Mortgage Protection/Final Expense/Life Insurance Field Underwriter No cold calling, ever! (prospects request your information) Be Your Own Boss - Work from Home Virtually/Flexible Schedule/Competitive Comp! WHAT WE DO: We train our agents to meet with clients virtually who request information about protecting their mortgage and family in the event of a death or disability. We have an abundance of exclusive, qualified direct mail leads available to all agents who wish to participate in our lead program. NO COLD CALLING. No limit on lead distribution or the number of appointments. Out of the 800+ insurance carriers in America, we work exclusively with many of the top-rated carriers that offer Living Benefit protection. This puts us in a uniquely competitive position and affords our agents the ability to close deals with ease. No pushy sales -ever! Getting new agents out in the field (as soon as possible) and earning money is our #1 priority. REQUIREMENTS/QUALIFICATIONS: 1. Must be 18 years or older and a legal resident of the United States. 2. You will need a state life insurance license. If you are not currently licensed, that is ok! We will assist you in getting set up for courses to prepare for your Life exam and obtain your license. This typically takes about 1-2 weeks. 3. Have a clean criminal background (a background check w/fingerprinting must be done). Also: Ability to build rapport and connect with clients over the phone/virtually Ethical, self-disciplined, and trustworthy Have a growth mindset Performance-driven, entrepreneurial spirit, self-directed/motivated Independent, teachable/coachable and honest Personable, have strong integrity and willingness to serve clients Passionate about educating those who need your help Positive, confident, and help clients in a low-pressure environment Willing to utilize our proven training system that is designed for your success COMPENSATION & BENEFITS: Current levels vary between 70% - 140% annual premium written per policy. Commission level based on activity and sales. (The more you work, the more you make!) The ‘average’ advanced commission an agent receives on one sale is $500-$600. Total commissions per sale average $750. Part-time agents work 15 hours per week and earn around $35,000-50,000 per year. Full-time agents work 40 hours per week (4 days/week) and earn $100,000-$250,000+ per year. Compensation comes directly from the insurance carriers as a direct deposit to your bank account. Get paid FAST – some policies are issued in 24 hours, some in several days. Monthly cash bonuses and free incentive/performance trips Business Builders and Equity Bonus Programs Carrier bonuses Commission over-rides for all agents you bring into the business (passive income for life) ADDITIONAL BENEFITS INCLUDE: Be your own boss- work from home/flexible schedule 1099 contractor position - compensation is 100% commission Excellent tax advantages for owning your own business Opportunity to get paid daily! For more information, my business partner Connor Jones has put together an informative video If this resonates with you, you meet the above requirements, and are open to having a conversation with our hiring manager as a full-time or part-time agent to learn how to be a part of the success we are experiencing, send us an email now! Interested applicants Employment Type Full-time or Part-time
POSITION DESCRIPTION Position: Program Manager Program: VITA Tax Program Reports to: Program Director Salary Range: $60,000 to $65,000 Posted: March 30, 2024 Start Date: Immediately Full – Time- Vita Tax Program About Ariva MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City. VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives. We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs Position Description The Program Manager is part of Ariva’s management team and has lead responsibility for the management and performance of one year round VITA tax site and up to six seasonal tax sites. The Program Manager has direct supervision of two to three permanent staff and about twelve seasonal employees. The manager is responsible for ensuring that the sites within their portfolio meet all internal and external contract goals. Ariva is one of the most established non-profit free tax assistance organizations in the Bronx. We are an IRS sponsored VITA program and a Certified Acceptance Agent for ITINs. The program serves over 8,000 New Yorker each year at about ten seasonal and three year round locations. The tax team is composed of 5 full-time year-round staff, 20-25 seasonal staff and about 100 hundred volunteers. This job involves frequent local travel to sites around NYC and requires some evenings and weekend hours over the course of the year. During the main filing season (January-April), the Program Manager can expect to work most evenings and Saturdays. Face-to-face in-person service is an essential component of this position. All staff must be vaccinated and must follow the health and safety procedures in our offices. This position is 100% in person. The average work week is 45 hours, more during the income tax filing season and other busy times of year. Ariva is a growing organization, and this position offers the opportunity to grow with us. Responsibilities The Program Manager has full responsibility for the tax sites in their portfolio. The Program Manager directly oversees projects and tax sites and supervises line staff. They also provide coverage as needed in the absence of site staff to ensure seamless and efficient operations of the tax sites. The Tax Program is a VITA program highly regulated by the IRS. The Program Manager ensures that all aspects of the tax sites in their portfolio are fully compliant with all IRS VITA program requirements. Ariva is also a Certified Acceptance Agent for ITINs. This IRS program also has stringent compliance requirements and, in addition, has extensive record keeping requirements. If ITINs are accepted at any of their locations, the Program Manager is responsible for ensuring that Ariva is at all times fully compliant with the requirements of the ITIN program. Responsibilities Specific responsibilities include, but are not limited to: Primary Responsibilities · Tax site performance monitoring and reporting. Ensuring the tax sites at all times meet all IRS and local funders requirements, including but not limited to the ten IRS Quality Site Requirements. · Recruitment, mentoring, retention and supervision of site coordinators and seasonal staff. · Oversight of community outreach campaigns and marketing to support a client pipeline at assigned sites. Maintaining an up-to-date client story bank. · Cultivation and engagement of community partners, financial services partners, and other host partners in the communities where the tax sites are located · Coordinating program integration activities with Ariva’s financial counseling program. · Ensuring a highly professional and client-centered environment at all of Ariva’s tax sites. · Ensuring the tax sites have at all times adequate equipment, technology and supplies and safeguards in place to preserve the privacy and safety of client data. Duties include securely maintaining an equipment inventory of laptops and peripherals, and ensuring the software is up to date, including security and antiviral software. · Participate in weekly Ariva management team meetings. Additional Responsibilities The Program Manager will also have lead responsibility for at least one of the following initiatives: · Direct Ariva’s ITIN program. Ensure that Ariva’s ITIN program is fully compliant with all IRS requirements. · Oversee Ariva’s Senior Citizen Tax Initiative, a program focused exclusively on the tax needs of seniors in our communities. · Oversee Ariva’s tax time savings and asset building initiatives. The assigned manager has lead responsibility in identifying, implementing and monitoring tax time savings efforts at our sites Supportive Responsibilities In addition to the above lead responsibilities, the Program Manager will work closely with and provide support to the Program director in the following: · Contract management. · Reviewing and approving communications content, including website information and social media content related to the tax programs Core Competencies: Minimum three years of experience in managing VITA sites. Seasonal site experience is acceptable. · A demonstrated commitment to and experience working with low-income people and in low-income communities. · Extraordinary customer service skills and high standards of professionalism. · Skilled in managing, motivating and supporting staff and volunteers. · Strong project management skills; ability to simultaneously manage several busy tax sites. · Cultural competence to provide services to the diverse members of our community. · Ability to identify and build new relationships and manage existing ones with community partners. · Computer-literate; comfortable with data management, data entry, and reporting. · Very strong written and verbal communication skills. · Familiarity with CRMs, especially Salesforce and tax software (currently TaxSlayer) · Contract or grant management experience and skills. · Able to work in person and engage in frequent local travel to visit multiple tax sites, primarily in the Bronx. · Willing and able to be flexible in their work schedule; able to accommodate evening and weekend hours to support the tax sites. Depending on project portfolio, additional competencies may be required in: · Services to seniors · ITIN preparation · Asset building and tax time savings. In addition to the above core competencies, the ideal candidate would also have · Basic knowledge of individual income tax returns · Familiarity with social media and some or all of the following applications; Salesforce, Constant Contacts, Wordpress. Salary: $60,000 to $65,000/year, depending on experience. Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits. This posting will remain open through August 30th, 2024. "Ariva is an Equal Opportunity Employer"
Will work independently in a CPA firm, responsibilities include Bookkeeping using QuickBooks, Payroll Tax, & Sales Tax return preparation. Significant opportunity for growth to include Income Tax Preparation. A full description of this opportunity available at initial contact.