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Job Description Remote Sales Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Remote Sales representative Build a career - not just another sales job. Looking for an opportunity where your effort directly impacts your income and your future? We're seeking motivated individuals who are ready to build a long-term career in sales. Whether you're just getting started or looking for a fresh opportunity, we'll provide the training, mentorship, and support you need to succeed. No industry experience? That's okay. We have a proven training program that teaches you everything you need to know, along with ongoing coaching from experienced leaders who are invested in your success. What you'll do As a sales representative, you'll work directly with clients to help them understand and enroll in benefit programs that fit their needs. You'll receive qualified leads, follow a proven sales process, and continue developing your communication and leadership skills through ongoing coaching. • Meet with clients virtually to review benefit options, • Build trust and provide exceptional customer service, • Follow up with prospective clients, • Learn and apply our proven sales process, • Participate in ongoing training and professional development, • Work toward individual and team performance goals What we offer • Weekly pay, • Performance-based bonuses, • Uncapped earning potential, • Comprehensive paid training, • One-on-one mentorship, • Clear opportunities for advancement, • Company-sponsored incentive trips, • Health and life insurance benefits, • Industry-leading technology and sales tools, • Ongoing coaching from top-performing leaders, • Recognition programs that reward performance, • Flexible work environment What we're looking for • Strong communication skills, • Positive attitude, • Self-motivated and dependable, • Coachable with a willingness to learn, • Customer-focused mindset, • Comfortable using technology, • Sales or customer service experience is a plus, but not required Why join our team We believe in promoting from within and providing every team member with the tools to succeed. You'll receive hands-on training, ongoing mentorship, and a clear path for career advancement based on performance - not seniority. Whether your goal is to earn a strong income, develop leadership skills, or build a long-term career, you'll have the support and resources to make it happen.

Job DescriptionAbout the Role:All Access Insurance Network of Florida is looking for a driven and passionate Licensed Health & Life Insurance Agent to join our growing team in Tampa, FL. This is your opportunity to build a rewarding career helping individuals and families secure the coverage they need while maximizing your earning potential. If you're motivated, people-focused, and ready to make an impact, we want to hear from you! Responsibilities: • Prospect, qualify, and enroll clients in appropriate Health and Life insurance plans, • Conduct needs assessments to recommend suitable coverage options tailored to each client, • Maintain and grow a book of business through referrals, networking, and follow-up, • Educate clients on policy benefits, coverage details, and plan comparisons, • Stay current on carrier products, compliance requirements, and industry regulations, • Meet or exceed monthly and annual sales targets and performance goals, • Provide ongoing client support for policy changes, renewals, and questionsRequirements:, • Active Florida Health & Life (2-15) Insurance License required, • Proven sales experience, preferably in insurance or a related field, • Strong communication, interpersonal, and consultative selling skills, • Self-motivated with the ability to work independently and manage a pipeline, • Familiarity with ACA, Medicare, or Life insurance products is a plus, • Proficiency with CRM tools and basic computer applications, • Bilingual (English/Spanish) candidates are encouraged to applyAbout Us:All Access Insurance Network of Florida is a trusted insurance agency dedicated to connecting Tampa Bay residents with comprehensive, affordable health and life insurance solutions. Our clients love us for our personalized approach and commitment to finding the right coverage at the right price. Our agents thrive here thanks to a supportive team culture, competitive compensation, and the tools they need to succeed.

Job Description Entry-Level Insurance Sales Agent | Violand Agency Build your skills. Help families. Grow your career. At Globe Life Liberty National Division Violand Agency, we help individuals and families protect their financial future through life and supplemental health insurance. We’re looking for motivated, people-oriented individuals who are ready to learn, build relationships, and work toward meaningful goals. Previous insurance experience isn’t required, but a strong work ethic, a coachable attitude, and follow-through are essential. What you’ll do: • Connect with prospective clients and business owners., • Learn about their needs and explain available insurance options., • Schedule appointments, deliver presentations, and follow up with prospects., • Build client relationships and work toward sales goals., • Participate in ongoing training and team development. Compensation: This is a commission-only position with a weekly draw against commissions. The draw is an advance against commission earnings, rather than a base salary. Details of the draw structure and applicable terms will be explained during the interview process. First-year earning potential is $75,000–$85,000, with the opportunity to earn more based on performance. Actual earnings vary based on sales results and are not guaranteed. Additional earning opportunities include: • Potential weekly bonuses based on performance and eligibility., • Lifetime renewal payments, offering the opportunity to build ongoing income from qualifying policies, subject to policy continuation and the terms of the compensation agreement. What we offer: • Weekly leadership and professional development training., • Opportunities to advance into management based on performance and readiness., • A team that values accountability, initiative, and personal growth., • Monday–Friday schedule, typically 8:00 a.m.–5:00 p.m. Who thrives here? People who enjoy meeting others, take initiative, stay persistent through challenges, and put what they learn into practice. You don’t need to have your entire career mapped out, you do need to be ready to work toward it. Ready to take the next step? Apply today. Our recruiting team will contact selected candidates by phone to discuss the position and schedule an interview. \nCompany Description At Globe Life Liberty National Division Violand Agency, we help individuals and families protect their financial future through life and supplemental health insurance. We’re looking for motivated, people-oriented individuals who want to develop their skills, build relationships, and make a meaningful impact. Our team values integrity, teamwork, accountability, and a willingness to learn. Whether you have sales experience or are exploring a new career direction, we welcome the opportunity to connect with you. If you’re driven, coachable, and interested in a career where your efforts matter, apply today to learn more about our team and available opportunities. At Globe Life Liberty National Division Violand Agency, we help individuals and families protect their financial future through life and supplemental health insurance.\n\nWe’re looking for motivated, people-oriented individuals who want to develop their skills, build relationships, and make a meaningful impact. Our team values integrity, teamwork, accountability, and a willingness to learn.\n\nWhether you have sales experience or are exploring a new career direction, we welcome the opportunity to connect with you. If you’re driven, coachable, and interested in a career where your efforts matter, apply today to learn more about our team and available opportunities.

Job Description TODAY can be the day you take control of your life and your future. TODAY can be the day you decide you’re ready to do more than merely get by. TODAY can be the day you start building toward financial freedom, personal growth, and a career where your effort can directly impact your income. TODAY can be the day you start working like an OWNER and ENTREPRENEUR. TODAY can be the day you start a career in life insurance sales — one of the most stable and rewarding industries in the world. Are you ready for a new start? If so… keep reading. Job Description We are looking to hire and train new Independent Life Insurance Agents. This is a 1099 independent contractor, 100% commission sales position. There is no base salary. Your income is based on your activity, consistency, and ability to follow the training and sales process. You must be coachable, adaptable, self-motivated, and eager to learn. This is not a get-rich-quick opportunity. It is a real sales career that takes effort, discipline, and a willingness to be trained. You’ll work alongside experienced agents and top producers, giving you access to mentorship, proven systems, and support as you build your business. You will work remotely from anywhere, part-time or full-time, with the ability to set your own schedule. As you grow your personal production and build your own agency, your income potential can grow as well. You will be helping families with life insurance solutions after they have requested information or expressed interest in protecting their families. Our lead-based business gives agents access to people to contact, follow up with, and serve across the nation. Because this is a highly regulated industry, you will need to become licensed. We will help guide you through that process. If you are already licensed, you may be able to onboard in a matter of days. Income potential is uncapped, but results vary based on effort, skill, consistency, and time invested. We typically see part-time agents working 15–20 hours per week earning $3,000–$5,000 per month, and full-time agents working 35–45 hours per week earning $8,000–$15,000+ per month. Ownership opportunities are also possible. Work Designation • 1099 independent contractor, • Remote from anywhere, • Part-time or full-timePrincipal Duties & Responsibilities, • Helping families with life insurance solutions after they have requested information or expressed interest in protecting their families, • Contacting, following up with, and serving people across the nation, • Building your personal production, • Building your own agency, • Following the training and sales processRequirements, • Coachable, • Adaptable, • Self-motivated, • Eager to learn, • Hungry, • Positive, • Ready to build something meaningfulCompensation, • Income potential is uncapped, • Part-time agents working 15–20 hours per week earning $3,000–$5,000 per month, • Full-time agents working 35–45 hours per week earning $8,000–$15,000+ per month, • Ownership opportunities are also possibleCore Values As a part of our team, you will too: • Relationships matter. People come first., • Open, honest, and productive communication., • Relentless pursuit of personal growth., • We do the right thing even when no one is looking., • We work as a true team and strive to be a positive influence., • We act like owners because we own it., • Being of service and doing good in the world., • WE HAVE FUN AND GET STUFF DONE! This opportunity is not for everyone. But if you are hungry, coachable, positive, and ready to build something meaningful, this could be the fresh start you’ve been looking for. Whether you are already licensed or brand new to the industry, we are looking for people who are ready to learn, take action, and grow. Apply today to learn more about becoming an Independent Life Insurance Agent.

Job Description Remote Insurance Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Stop Prospecting. Start Closing. GXC Partners is the authorized U.S. agent for a premier international precious metals powerhouse currently pacing $1 Billion in annual volume. As we launch our official United States rollout, we are seeking elite Mobile Acquisition Agents to handle high-value asset procurement. The GXC Advantage: No Cold Calling. No Prospecting. Most sales roles fail because agents spend 80% of their time chasing leads. At GXC Partners, we’ve flipped the script. Our internal marketing engine and global brand reach generate high-intent appointments for you. • 100% Pre-Set Appointments: Every meeting on your calendar is pre-qualified and confirmed by our central dispatch., • Focus on Expertise: You focus on the appraisal, the professional testing, and closing the deal. We handle the lead generation. The Role As a Mobile Acquisition Agent, you are a high-trust field closer. You will travel set routes to pre-set appointments to evaluate, test, and purchase precious metals directly from clients. You represent a global leader and must maintain the highest standards of professionalism and integrity. Candidate Profile • The "Field Closer": You have a proven track record in high-stakes, commission-based sales (Real Estate, Automotive, Insurance, or D2D)., • Self-Driven & Independent: You thrive in a mobile environment and can deliver high-quality results without constant supervision., • High Trust & Socially Skilled: You can build immediate rapport, handle objections with confidence, and close high-value transactions with precision., • Entrepreneurial Mindset: You understand the rewards of a performance-based structure and are motivated by $20k+ monthly earning potential. What We Offer • Daily Earning Potential: $500 – $1,500+ per day., • Monthly Potential: Top performers exceed $20,000+ per month., • Paid Training: Comprehensive onboarding in precious metals testing, pricing protocols, and procurement., • Corporate Support: Backed by our US headquarters and massive international liquidity. Requirements • Reliable transportation and a valid driver’s license., • Ability to pass a comprehensive background check (Required for high-value asset handling)., • Professional appearance and communication skills., • Smartphone proficiency for appointment management and reporting. \nCompany Description GXC Partners is a strategic operations firm specializing in the U.S. expansion of international market leaders. We provide the infrastructure, and logistical support for global brands to dominate the American market. Ready to lead the rollout? Apply today. GXC Partners is a strategic operations firm specializing in the U.S. expansion of international market leaders. We provide the infrastructure, and logistical support for global brands to dominate the American market.\r\nReady to lead the rollout? Apply today.

Job Description Licensed / Unlicensed Life Insurance Sales Agent Hybrid | Inbound Calls | Licensing Sponsored | Training Provided About Us We are a growing life insurance agency looking for motivated, coachable individuals who want to build a career in the life insurance industry. Our agency provides hands-on training, licensing support, and inbound call opportunities to help agents develop their sales skills and grow their business. Whether you already have your life insurance license or are looking to enter the industry for the first time, we provide the training and support to help you get started. What We Offer • Hybrid Work Environment: Enjoy a combination of in-office collaboration and remote work opportunities., • Licensing Sponsorship: We help qualified candidates obtain their life insurance license., • Training Provided: No prior insurance experience required. Learn the products, sales process, and client communication skills needed to succeed., • Inbound Calls: Work with prospective clients who have expressed interest in life insurance., • Ongoing Mentorship: Receive coaching, guidance, and support to improve your performance., • Career Growth: Develop valuable sales skills and opportunities to grow within the insurance industry., • Flexible Career Path: Build your career with a team focused on training, accountability, and professional development. Responsibilities • Answer inbound calls from individuals interested in life insurance coverage., • Learn about clients' needs, goals, and budget to help identify appropriate coverage options., • Explain available life insurance products in a clear, professional manner., • Help clients through the application process., • Follow up with prospective clients when needed., • Maintain accurate client records and follow company procedures., • Participate in training sessions, team meetings, and coaching., • Provide excellent customer service while working toward individual sales goals. Qualifications • Strong communication and interpersonal skills., • Coachable, motivated, and willing to learn., • Comfortable speaking with people over the phone., • Professional attitude and strong work ethic., • Ability to follow a structured sales process., • Reliable internet connection and a suitable workspace for remote work., • Must meet applicable state licensing requirements to sell life insurance., • Previous sales, customer service, or call center experience is a plus, but not required. Who Should Apply? This opportunity may be a great fit for individuals with backgrounds in sales, customer service, hospitality, retail, recruiting, or call centers. We are also open to candidates looking to make a career change and learn a new industry. We value attitude, consistency, coachability, and a willingness to develop new skills. Compensation Compensation structure will be discussed during the interview process. Earnings and advancement opportunities depend on the applicable compensation plan, individual production, and other factors. This is a sales-focused position, and income may vary. Start Your Career in Life Insurance If you are ready to learn, develop your sales skills, and work with a team that provides training and support, we encourage you to apply. Apply today to learn more about joining our team!

Job Description Life Insurance Sales Agent – Earn up to $2,500+ a week with Exclusive Leads! Contractor Dental, Medical $60,000 to $100,000 a year Earn what you’re worth and get paid in 24 hrs. No cold calling! We can help you get licensed. Are you a motivated and goal-oriented individual looking to make more money than your current job provides? We have the perfect opportunity for you! Weekly Pay: Up to $2,500 – Commission Only Position: Life Insurance Sales Company: Lincoln Heritage Life Insurance Company® Who We Are: Lincoln Heritage is the largest final expense life insurance company in the U.S. and continues to grow at a record pace. We are looking for sales agents who want to grow with us. For over 60 years, Lincoln Heritage has remained a company by and for sales agents; dedicated to ensuring success through training, unrivaled support, innovation, and financial opportunities –– all thanks to our exclusive sales program. Why Choose Us: • Competitive Compensation: We offer an unlimited commission structure that pays you within 24 hours. Along with performance-based incentives, you’ll reap the rewards of your hard work year after year with renewal income!, • Exclusive Sales Program: Our easy-to-sell program has been key to the success of our agents; we offer the market a truly unique insurance program. Best of all, there is absolutely NO COLD CALLING or book building – we provide all the branded leads you can work., • Comprehensive Training: No prior experience? No problem! Our local hiring manager provides thorough training that covers all aspects of insurance and working leads, ensuring you're equipped with the knowledge and skills needed to excel., • Career Growth: We believe in nurturing talent from within. As you gain expertise, you'll have ample opportunities for career advancement and the chance to make more money., • Supportive Environment: Join a team that values collaboration and encourages open communication. We’re here to guide and mentor you every step of the way., • Incredible Benefits: Health & Dental benefits for qualifying agents, exotic trip incentive destinations, exciting sales contests, and more! Key Responsibilities: • Learn and understand our easy-to-sell life insurance program., • Assist clients in selecting an insurance plan that best suits their needs., • Build and maintain lasting relationships with clients., • Collaborate with team members to achieve team targets and individual goals. Qualifications: • High school diploma or equivalent; additional certifications are a plus., • Strong interpersonal skills and the ability to communicate effectively., • Enthusiastic about learning and adapting to new challenges., • Goal-driven and able to thrive in a fast-paced environment., • A positive attitude and a desire to deliver exceptional customer service., • Willingness to obtain a life insurance license – we will help! If you're ready to launch your career selling insurance and are committed to providing top-notch service to clients, this is the place to be! Schedule your interview now!

Job DescriptionTitle: Licensed Health Benefits Agent Location: Tampa, FL (onsite) Job Type: Contract-to-Hire Compensation: $21.33/hr + Generous bimonthly commission Industry: Insurance Schedule: Monday: 9:00 AM 7:00 PM | TuesdayThursday: 9:00 AM 6:00 PM | Friday: 9:00 AM 1:30 PM (Approximately 37.5 hours per week) --- About the Role A well-established health insurance agency in the Tampa, FL area is seeking a Health Benefits Agent to join their growing sales team. Operating in the fast-paced health and life insurance industry, our client specializes in helping individuals and families navigate both On-Market (ACA) and Off-Market private health insurance options. This is an excellent opportunity for a motivated sales professional to join a mission-driven organization with uncapped earning potential, a strong training program, and a supportive team environment. Job Description The Private Health Benefits Agent is responsible for providing a wide range of support services to promote the company's On- and Off-Market product portfolio via telephone and internet channels, driving revenue growth and profitability. This position offers uncapped monthly earnings potential through a compensation package that combines a competitive hourly rate plus commission, along with a solid training program to set you up for long-term success. Responsibilities: • Promote the company's product portfolio and provide service assistance to consumers., • Respond to consumer inquiries through inbound calls and internet inquiries., • Deliver prepared sales scripts to educate, inform, and provide solutions to potential customers., • Describe tailored solutions for individual sales situations., • Communicate with consumers regularly regarding product information, rate changes, and key benefits., • Monitor compliance with program reporting rules and sales requirements., • Document every consumer contact with detailed notes., • Work collaboratively with fellow staff to advance the values and mission of the organization by serving on relevant internal and external committees., • Assist with special projects and assignments as requested by management.Qualifications Required Qualifications: • High School Diploma or GED., • Minimum of six months of experience in insurance, phone sales, ACA, Private or Medicare, • Strong verbal communication and customer service skills, • Active Life and Health Insurance Agent LicenseBenefits Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your familys needs. For details, please review the DAHL Benefits Summary:https://www.dahlconsulting.com/benefits-w2fta/. How to Apply Take the first step on your new career path!To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weve reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #BP.Indeed #LI-TE1 #LI-Onsite #ZR\nCompany Description Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years. Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships. Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.\r\n \r\nOur clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.

Job Description $55,000 - $95,000 a year Paid time off Full-time 2240 Belleair Road, Clearwater, FL 33764 Full job description Family Protection Insurance Agency is hiring licensed agents for our growing Final Expense sales team. This role is built for agents who want to work warm inbound leads, help seniors find affordable coverage, and earn steady pay with performance upside. What makes this role different • Inbound-only calls from prospects actively requesting information, • No cold calling, • Come work in-office with us!, • $21/hour base pay to start -$26/hr. after 6 months, plus monthly bonus opportunity, • Weekly pay, • Opportunity to grow with a team being built from the ground up, • Work with recognized Final Expense carriers including Americo, AmAm, GTL, Transamerica, and others What you’ll do • Speak with seniors seeking Final Expense life insurance coverage, • Match clients with plans based on age, health, needs, and budget, • Explain burial insurance, simplified issue whole life, and related options, • Guide applicants through the sales process professionally and compliantly, • Maintain all state and carrier compliance requirements, • Deliver a strong, empathetic customer experience on every call What we’re looking for • Active Life Insurance License required, • Final Expense, life insurance, telesales, or phone sales experience preferred, • Strong communication and closing skills, • Organized, coachable, and goal-oriented, • Comfortable working in a performance-driven sales environment, • Multilingual candidates are encouraged to apply Apply now If you are a licensed life insurance agent looking for inbound leads, no cold calling, base pay, and growth opportunity, we’d like to speak with you. \nCompany Description Family Protection Insurance Agency is a growing startup based in Clearwater, Florida, with big plans for the future. As our team continues to expand, we’re preparing for an upcoming move into a larger Tampa office to support our next stage of growth. We’ve built a great team of motivated, competitive agents and a culture focused on growth, development, and opportunity. If you’re looking to join a company where you can grow with the business, make an impact, and be part of what we’re building from the ground up, we’d love to meet you. Family Protection Insurance Agency is a growing startup based in Clearwater, Florida, with big plans for the future. As our team continues to expand, we’re preparing for an upcoming move into a larger Tampa office to support our next stage of growth.\n\nWe’ve built a great team of motivated, competitive agents and a culture focused on growth, development, and opportunity. If you’re looking to join a company where you can grow with the business, make an impact, and be part of what we’re building from the ground up, we’d love to meet you.

PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and markets voluntary insurance products. We exclusively represent Washington National Insurance Company, who has been around for more than 100 years and is committed to helping people prepare for the unexpected at every stage of life with its portfolio of supplemental health and life insurance products. What we offer: · New Agent Bonus: Earn $400 a week during your first 6 weeks (up to $2,400), in addition to your sales commissions · Highly competitive commission structure, bonus programs, and passive income opportunities designed to grow with you · Sales lead management tool that makes it easy to identify existing clients and qualified prospects · Industry-leading training that is designed to equip you with the knowledge to be successful and grow your career · Mentorship program with our team of experienced Field Leaders · Our 4 day work week allows you to spend more time with your family As a Sales Representative, you will: · Identify prospective customers and develop insurance proposals · Meet with clients to discuss their insurance needs and goals · Deliver insurance presentations and close sales · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Maintain up-to-date knowledge of insurance laws and regulations What will help you be successful? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Strong relationship building, communication, customer service, and time-management skills · Self-motivation to connect with company provided sales leads and network with new clients · A competitive and entrepreneurial spirit to achieve success both for yourself and others · Passionate about making positive impacts in your community PMA USA, a subsidiary of CNO Financial, has a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://pmausainc.com/careers

Overview KLH Capital is seeking a high-performing accounting and systems professional to join our Operating Team. Title and level will be commensurate with experience. This role reports directly to the Senior Finance Operating Partner and is designed for a detail-oriented, execution-focused individual who thrives in a fast-moving, multi-entity private equity environment. This is a hands-on role working directly on the day-to-day accounting and systems operations across the KLH portfolio — from post-close transaction accounting and monthly reporting to treasury optimization, risk management, and process improvement. The ideal candidate is technically strong, operationally capable, and equally comfortable working with portco teams (CFOs, controller, systems, operations, among other key functions) as they are presenting findings to the deal team. Responsibilities The position includes, but is not limited to, the following duties: Technical Accounting & Portfolio Reporting • Provide technical accounting expertise, advice, and coordination to portfolio companies and their CFOs and Controllers, ensuring consistent application of GAAP accounting principles and practices across the portfolio., • Support relationships with external auditors and coordinate with portfolio companies to ensure timely and accurate audit delivery, promoting effective communication and collaboration., • Support the monthly financial close process for all portfolio companies, ensuring consistent financial statement reporting and delivery of key performance indicators (KPIs) to the deal teams., • Review monthly portfolio company reporting packages and provide follow up questions to the CFOs and Controllers. Provide deal teams with any relevant trends and watch items. Candidate expected to utilize AI tools and automations for efficiency., • Maintain and update the KLH annual tax checklist across all portfolio entities; support portfolio company CFOs in addressing ongoing tax compliance, planning, and risk mitigation by coordinating with KLH’s external tax professionals. Transaction & Post-Close Accounting • Assist with post-close accounting workstreams, including purchase-price journal entries, working-capital true-ups, and opening/closing balance sheet preparation and reconciliation., • Assist with IRS Form 8594 and 8832 filings and coordinate with deal teams on seller final tax return obligations., • Support acquisition due diligence by providing accounting and financial analysis to deal teams during the evaluation of new investment opportunities and add-on acquisitions., • Maintain and apply the Integration Checklist for add-on acquisitions, ensuring smooth financial onboarding of acquired entities., • Coordinate fixed asset appraisal work (Marshall Stevens) post-close; perform weighted average useful life analysis by asset class and incorporate results into depreciation schedules., • Complete ASC 842 lease accounting entries, adjustments, and fair market value office lease analyses in connection with acquisitions and ongoing portfolio management. Value Creation & Process Improvement • Contribute to Value Creation Plans (VCPs) and 100-day plans for newly acquired companies, identifying finance and accounting-specific priorities and tracking progress against milestones., • Conduct pre-close evaluations of target company accounting and finance teams, systems, and processes; prepare formal assessments and transition recommendations., • Review and formally assess portco accounting teams post-close; identify gaps, recommend upgrades or restructuring, and support talent development in coordination with the Senior Finance Operating Partner., • Identify and execute finance and accounting robotic process automation (RPA) opportunities across the portfolio. Systems & Technology · Support ERP implementation and optimization projects at portfolio companies, providing financial process design input and ensuring system configurations align with close and reporting requirements; serve as the day-to-day project resource coordinating between portco teams, vendors, and the Senior Finance Operating Partner. · Maintain familiarity with the accounting and reporting systems in use across the portfolio (NetSuite, Sage, QuickBooks, and similar platforms); flag upgrade or migration needs and assist portco CFOs in evaluating options. · Identify and execute finance and accounting robotic process automation (RPA) and AI opportunities across the portfolio, with a focus on close automation, reconciliation workflows, and management reporting. · Support corporate card and treasury platform implementations (Ramp, CorPay, Rho) at portfolio companies; evaluate fit, coordinate rollouts, and support training and adoption. · Conduct pre-close evaluations of target company accounting systems and technology infrastructure; document findings and prepare transition recommendations for deal and operating teams. · Maintain and apply the Integration Checklist for add-on acquisitions, ensuring consistent and timely onboarding of acquired entities onto KLH-standard systems and reporting frameworks. Fund-Level Finance & Treasury • Assist with management fee calculations, dividend distributions, and interest payments across portfolio entities and fund vehicles; ensure accuracy and timeliness of all fund-level cash flows., • Support treasury and cash management improvements across the portfolio, including cash forecasting automation and accounts payable optimization initiatives., • Assist with payroll and vendor system changes across portfolio companies, including transitions to new platforms and process standardization., • Maintain registered agent compliance across the portfolio in coordination with CSC. Risk Management & Insurance • Support the risk management program across the portfolio, ensuring adequate insurance coverage and cost-efficiency. Identify opportunities for cost savings and assist companies with insurance renewals., • Support portfolio company CFOs in coordinating annual benefits and insurance renewals; develop strategies to improve employee benefit program quality and cost effectiveness., • Maintain awareness of coverage gaps, policy changes, and broker relationships across the portfolio in coordination with the Senior Finance Operating Partner. Special Projects • Handle special projects as requested by the KLH team or portfolio company management, including litigation support, capital project evaluation, risk management, contract disputes, and balance sheet reconciliation work. Qualifications • CPA preferred; CPA-level technical accounting knowledge required., • 5–10 years of relevant experience in public accounting, corporate finance, or a private equity operating role., • Demonstrated experience supporting multiple entities simultaneously — portfolio company, multi-site, or multi-entity experience a strong plus., • Deep technical knowledge of GAAP, including purchase accounting (ASC 805), lease accounting (ASC 842), and fixed asset management., • Experience with ERP systems (NetSuite, Sage, QuickBooks, or similar); implementation experience a plus., • Familiarity with corporate treasury and payment tools (Ramp, CorPay, Rho, or comparable platforms) preferred., • Strong command of financial close processes, balance sheet reconciliations, and management reporting., • Excellent written and verbal communication skills; able to translate technical accounting issues for operational audiences., • Proficiency in Excel; comfort with data tools and process automation a plus., • Working knowledge with AI tools including Claude and ChatGPT; comfort with other applicable tools, connectors, and process automation a plus. What We're Looking For • The ideal candidate will have experience in a public accounting environment and experience serving as Controller (or assistant controller) at a private equity-based company. Experience in industrial service industry a plus., • A self-starter who thrives in ambiguity and can manage multiple priorities across a fast-moving portfolio without losing detail orientation., • Someone who communicates with confidence and clarity — equally comfortable advising a portco controller as presenting findings to the KLH deal team or Senior Finance Operating Partner., • Grit, intellectual curiosity, and a genuine interest in operations and value creation — not just accounting compliance., • A team-first mindset in a close-knit, high-trust environment., • In-person collaboration and consistent engagement with the Tampa team and portfolio company management. Other Considerations Travel to portfolio companies is expected. Candidates based in or willing to relocate to Tampa, FL (KLH Capital headquarters) are preferred. Compensation includes a market-based salary, performance bonus, benefits package, and co-investment eligibility. Title and level will be determined based on candidate experience and fit.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support, • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more, • Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them. Responsibilities: Individual and Group Sales including personal and team production: o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders. o Build customer relationships and respond to customer needs and concerns. o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated. Conduct Sales presentations consistent with new Customer Needs and Assessment approach: o Has knowledge of Company products. o Can efficiently present Company sales materials. o Can effectively demonstrate the Company's Sales Process. o Service customer service calls or refer to appropriate channel. Agent Field Training: o Field train and accompany all assigned Independent Agents as needed and requested by agent. o Support each New Agent to develop a solid understanding and foundation of the sales process. o Support Agents in assignment planning/appointment setting, as needed by agent. o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed. o Promptly report any operation issues in setting up a new piece of business ·Skills: o Entrepreneurship: Entrepreneurial spirit to build their own independent agency. o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently. o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand. o Goal Setting: Demonstrate personal initiative and goal oriented. o Obtaining a Life, Accident and Health license is required prior to being appointed.

Summary: At Burns & Wilcox, we are looking for passionate individuals seeking a career path in the specialty insurance industry. Our 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through hands-on, real-world experience. This is a paid internship that provides valuable opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, on-site in an office setting. The Underwriting Intern will be immersed in at least one of our specialty underwriting teams, comprised of commercial, personal or professional lines insurance. Responsibilities • Participate in agent marketing calls and attend client meetings, • Engage in insurance policy renewals, • Update new business and renewals in Microsoft Excel, • Determine which program or market best meets the needs of agency clients, • Communicating loss notices and policy changes, • Work alongside senior leaders on special projects Qualifications • Enrolled as an undergraduate at an accredited university, actively pursuing a degree in Risk Management and Insurance (strongly preferred), Business, Finance, or another relevant field, • Expected graduation in December 2027 or May 2028, • Previous internship experience is preferred, • Technical proficiency in Microsoft Office applications About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Genstone Insurance is seeking a motivated, licensed Commercial Insurance Sales Agent to join our growing team. Genstone provides agents with a steady flow of leads and sales opportunities from our existing portfolio, allowing you to focus on building client relationships, quoting commercial insurance, following up on opportunities, and closing business. We are looking for sales-driven insurance professionals who can manage a strong pipeline, create urgency with prospects, and build lasting client relationships: • Consistently follow up on qualified opportunities., • Communicate value clearly and confidently., • Convert prospects into new commercial insurance clients. Compensation: Base salary of $48,000, plus uncapped earning potential through commissions and business development incentives. Agents with an established book of business and proven production may earn total annual compensation exceeding $100,000+, depending on portfolio size, business volume, renewals, and overall sales performance. Top performers may also qualify for the annual President's Club trip. Qualified candidates hired for this position in the Farmers Branch, TX and Tampa, FL locations are eligible for a $5,000 hiring bonus, paid in five equal installments over the first five months of employment. Core Functions and Responsibilities: • Achieve individual sales targets and agency production requirements through proactive sales initiatives, including outbound phone calls using a dialing system, and employing other proactive sales methods., • Collaborate with referral sources and generate sales opportunities to maintain a robust sales pipeline, ensuring ability to quote, sell, and process insurance applications, surpassing monthly sales goals while issuing profitable new business., • Provide exceptional customer service by responding to customer inquiries and referrals, sourced from both lead procurement through Genstone Insurance's mortgage servicing portfolio and self-sourced referring partners., • Conduct comprehensive interviews with insurance prospects to analyze household data, ascertain customer coverage objectives, advise customers on policy and coverage options, and gather all necessary information., • Maintain an in-depth understanding of insurance underwriting guidelines, policies, procedures, and regulatory requirements, adhering to the highest professional ethics and complying with all Department of Insurance compliance policies and requirements., • Stay informed about industry trends, market conditions, and competitors to identify business opportunities, continually learn about new insurance programs and product/guideline updates and participate in training sessions and workshops to enhance product knowledge, sales skills, and compliance with insurance regulations., • Coordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and amendments for clients, and process requests for policy endorsements and amendments as requested., • Document and maintain accurate and up-to-date client records, sales activities, and communication logs within the company's CRM system, while effectively utilizing the lead management system to track and manage leads provided on a daily basis., • Develop domain knowledge of Fay’s business to include an understanding of organizational objectives., • Maintain broad influence through ongoing development of relationships across the organization., • Ensure compliance with Fay’s policies, processes, and practices. Successfully complete all department and company required training., • Model Fay’s Values, Operating Principles, ethical standards, professionalism, and code of conduct., • Perform other duties and responsibilities as assigned. Qualifications Required: • High School diploma/GED), required, • Property and Casualty license is required with experience in commercial insurance in an agency / broker setting, • 2+ years’ outbound call center experience, • 2+ years’ experience with Agency Management Software Agency Raters, ACORD forms, and related insurance technology, • Hubspot CRM experience or similar software, preferred, • Knowledge of state-specific insurance requirements, • Bilingual (Spanish/English) and comfortable having professional conversations in both languages, highly desirable; but not required. Submit Your Resume to Learn More Featured Benefits • Medical, Dental, and Vision Insurance, • Company Paid Life Insurance, • Disability Insurance, • Pet Insurance, • 401k Program with Employer Matching, • 3 Weeks Paid Time Off (PTO), • Paid Holidays, • Wellness Initiatives, • Employee Assistance Program Fay Cares! The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders. At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to _.

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them. Responsibilities: Individual and Group Sales including personal and team production: o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders. o Build customer relationships and respond to customer needs and concerns. o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated. Conduct Sales presentations consistent with new Customer Needs and Assessment approach: o Has knowledge of Company products. o Can efficiently present Company sales materials. o Can effectively demonstrate the Company's Sales Process. o Service customer service calls or refer to appropriate channel. Agent Field Training: o Field train and accompany all assigned Independent Agents as needed and requested by agent. o Support each New Agent to develop a solid understanding and foundation of the sales process. o Support Agents in assignment planning/appointment setting, as needed by agent. o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed. o Promptly report any operation issues in setting up a new piece of business ·Skills: o Entrepreneurship: Entrepreneurial spirit to build their own independent agency. o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently. o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand. o Goal Setting: Demonstrate personal initiative and goal oriented. o Obtaining a Life, Accident and Health license is required prior to being appointed.

Company Description Mangrove Property Insurance provides sustainable, long-term property and casualty insurance solutions tailored to Florida’s unique market. The company partners with local independent agents in all 67 Florida counties to deliver efficient, customer-centric service to homeowners. Mangrove uses a data-driven approach to offer actuarially sound, competitive rates that reflect the realities of Florida’s property landscape. Its strong focus on catastrophic event risk management helps protect policyholders against severe weather and other high-impact events. Team members join an organization committed to combining innovation, local expertise, and responsible underwriting to support communities across the state. Role Description Several full-time positions are available at Mangrove Property Insurance, offering opportunities to contribute to underwriting, sales and distribution, operations, agent support, claims, and analytics, and operational support. Our roles are hybrid role with a mix of in-office collaboration and approved work-from-home flexibility. Individuals in these positions are expected to maintain high professional standards, support a collaborative, high performance team culture, and contribute to Mangrove’s mission of delivering sustainable, customer-focused insurance solutions. For our specific current open positions: https://mangrove-fl.com/careers/

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: • Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting., • Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions., • Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences., • Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention., • Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information., • Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review., • Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: • Proven experience in sales, preferably within the insurance or financial services industry., • Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients., • Outstanding presentation and negotiation skills., • Self-motivated with a results-driven mindset and the ability to work independently., • Willingness to travel within the assigned territory and manage a flexible schedule., • Valid driver’s license and reliable transportation., • High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is a plus., • Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: • Competitive compensation with the most attractive commission and bonus structure in the industry., • Comprehensive training and continuous professional development., • A supportive team environment with access to seasoned mentors., • Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale. Equal Opportunity Statement: This email message and any files transmitted with it may contain confidential material and are intended only for those persons or entities to which it is addressed. If you have received this email message and information in error, please contact the sender and delete all copies that you have received.

New York Life Accelerated Path to Management Program Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management, • Ongoing mentorship and professional development, • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals What We Are Looking For We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree, • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details. ²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change. 3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5A full list of awards is available at: _ 6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 8Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8965468 (Exp.4.30/2027)

Bankers Life® seeks professionals for a dynamic hybrid remote work environment. Start your insurance agent career and earn up to $5,000 in bonuses and commissions alone in the first four months. We offer award-winning training with the option for hybrid work schedule. As an Entry Level Insurance Sales Agent, you will: • Schedule appointments to assess clients' financial needs, • Provide expert life and health insurance recommendations, • Deliver excellent customer service to clients Compensation: • Commission and bonus-based position, • First-year agents typically earn $41,000 - $62,000 on average, • New agents can receive up to $12,000 in production-based incentives in the first year, • Up to $5,000 bonuses available in the first four months, • Experienced agents earn $100,000+ in commissions and bonuses Support for your career: • Flexible work environment after completing training (4-12 weeks), • Set your own hours and work onsite, in the field, or in a blended capacity, • Training provided by successful field leaders, • Pre-licensing training provided free of charge; state exam fees are the individual's responsibility, • Management positions with benefits available within local branches, • Our entry-level agents come from diverse backgrounds and do not need prior sales experience What will set you apart: • You have a sales-oriented mindset and willingness to connect with clients, • You are passionate for building sales relationships, • You are goal-oriented with a focus on sales success, • You have excellent time management and organizational skills Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Franklin Street is currently seeking a Client Services Senior Manager to join our team in Tampa, FL. The ideal candidate must possess 7+ years of administrative, Client Services, transaction coordination, or related real estate experience. A bachelor’s degree is strongly preferred. The ideal candidate is highly organized, solutions-oriented, comfortable working in a fast-paced real estate environment, and able to balance individual production responsibilities with team management and operational oversight. Position Overview: The Client Services Senior Manager is a hands-on leadership role responsible for supporting assigned Real Estate teams while managing centralized Client Services employees across multiple offices. This position oversees workload, priorities, processes, and quality while providing transaction, administrative, research, and client support. The Manager serves as a resource to Client Services team members, helps resolve issues, and ensures consistent and efficient support across offices. Team Leadership & Workflow Management • Manage and support centralized Client Services team members located across multiple offices and Real Estate teams., • Serve as a primary point of contact for Client Services questions, workflow issues, escalations, and process guidance., • Coordinate the assignment and prioritization of Client Services requests based on deadlines, complexity, workload, and team capacity., • Monitor workloads and deadlines to ensure requests are appropriately prioritized and completed on time., • Establish consistent Client Services processes, standards, and best practices across offices., • Review work for accuracy, completeness, and adherence to company processes before delivery when appropriate., • Identify training needs and provide coaching, guidance, and support to Client Services team members., • Assist with onboarding and development of new Client Services employees., • Promote collaboration and consistency among Client Services employees regardless of office location. Contract & Transaction Management • Types and supports the production of general correspondence, memos, charts, tables, graphs, site plans, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy., • Manages creation of Listing Agreements, Letters of Intent/Offer Letters, Critical Dates Memos, etc., • Upon receipt of Listing Agreements, Letters of Intent/Offer Letter, and Purchase & Sale Agreements, store in client/deal folder and executes appropriate checklists/processes., • Management of all Listings: Monitoring critical dates; coordinating property tours; overseeing communication with prospective purchasers, outside brokers, the clients & agents; collecting/approving all CA’s; responsible for keeping all financial reporting up to date for each listing; monitoring all LOI’s; keeping lead agent(s) notified of all stages, • Management of all Sales & Purchase Contracts: Monitoring critical dates; coordinating / scheduling of all site inspections; collecting/organizing all due diligence documents; creation of sales contracts, Amendments or other negotiations required; review of closing docs for accuracy; keeping lead agent(s) notified of all stages, • Enters all transactions and required documentation into Frankie. Complete the necessary steps in Frankie to create/send out commission demand letters and process payments., • Monitors commission demand letters and balances for the sales teams. Coordinate with legal on past due commission demand letters. Client Management • May require interfacing directly with clients, including taking them on property tours, resolving routine issues and responding to pricing and/or non-routine inquiries. Database, Systems & Reporting • Manage the creation, organization, and maintenance of client and deal folders., • Maintain company databases and verify contact and property information., • Maintain pipeline reports, transaction trackers, and other required reporting., • Ensure required information and documentation is entered accurately and consistently into company systems., • Track website registrations, link tracking, and other transaction or marketing-related reporting as required. Marketing & Property Support • Coordinates non-creative marketing execution, including listing go-live and updates, price/status changes, email scheduling, photography, print, direct mail, signage, and plaque ordering., • Collects broker inputs, helps develop content for brokers, and supports the creation of proposals and marketing materials using approved platforms and templates., • Conducts market research, including property research, comparable sales, tenant information, demographics, and other information required for BOVs, Offering Memorandums, and client presentations., • Coordinates with the team's Marketing resource on maps, aerials, target-area maps, reports, brochures, custom pages, and other marketing materials, as well as related vendors and logistics., • Ensures listings are accurately displayed on required websites and advertising platforms and coordinates the distribution of Offering Memorandums and other marketing packages. Miscellaneous • Works independently to support team members on special nonrecurring and ongoing projects., • Maintains strict confidentiality regarding company marketing, business matters and broker information., • Works on special projects and performs other duties as assigned. Requirements: • Client-facing functions involving property-specific information, including pricing and property condition, require a Real Estate license., • 7+ years of administrative, Client Services, transaction coordination, or related real estate experience; bachelor’s degree preferred. Paralegal or transaction management experience is a plus., • Professional proficiency with Microsoft Office, including Excel, Word, and Outlook, as well as internet-based applications and databases., • Strong ability to learn and adapt to new software, platforms, technology, and AI tools, with an interest in leveraging technology to improve efficiency and workflow., • Experience working with databases, reporting systems, and data entry with a high level of accuracy., • Experience with a variety of marketing and communication platforms, including web, email, and digital or traditional marketing materials, is a plus., • Basic financial math skills, including the ability to calculate commissions, deposits, interest, percentages, and other transaction-related figures., • Familiarity with Adobe Creative Suite, including InDesign, Photoshop, Illustrator, and Acrobat Pro, is preferred but not required., • Prior experience in commercial real estate, transaction coordination, client services, or a related field is preferred., • Prior experience leading, mentoring, or managing employees is strongly preferred., • Demonstrated ability to manage a personal workload while simultaneously coordinating and supporting the work of others., • Strong understanding of real estate transactions, contracts, listings, and related processes., • Ability to read, analyze, and interpret real estate contracts, professional publications, governmental regulations, and leases., • Exceptional organizational skills with the ability to manage multiple teams, priorities, deadlines, and projects simultaneously., • Strong written and verbal communication skills with the ability to communicate effectively with brokers, clients, vendors, and employees at all levels., • Strong problem-solving, judgment, and conflict-resolution skills., • Ability to prioritize work based on urgency, business impact, deadlines, and available resources., • Demonstrated ability to coach, develop, and provide constructive feedback to team members., • Ability to establish accountability while maintaining a collaborative and service-oriented environment., • Strong attention to detail and commitment to accuracy., • Ability to work independently with minimal supervision while also knowing when to escalate issues., • Strong proficiency with Microsoft Office and the ability to learn and effectively use company systems and technology. About Franklin Street: Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide. Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success. Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com. Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events. Must be able to successfully pass pre-employment (post-offer) drug screen and background check. Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

Company Description BiG Agency is a leading insurance firm recognized as the #1 Insurance Agency in Tampa Bay, providing expert insurance solutions and dedicated support to clients when it matters most. The agency offers personalized coverage options for individuals, families, self-employed professionals, and small businesses, with a strong focus on health and life insurance. Backed by more than 125 years of combined industry leadership, BiG Agency’s executive team emphasizes innovation, integrity, and meaningful impact. Team members benefit from tailored benefits, robust training, and career-building opportunities in a growth-oriented environment. BiG Agency is a place where protection for clients aligns with long-term professional potential for its team. Role Description This is a full-time, on-site Licensed Insurance Agent role based in Tampa, FL. The Licensed Insurance Agent will meet with prospective and existing clients to understand their needs, explain coverage options, and recommend suitable health and life insurance products. The role includes generating new business through outbound outreach, networking, referrals, and community engagement, as well as managing a personal book of business. Daily responsibilities involve preparing quotes, processing applications, following up on leads, and ensuring timely policy renewals and updates. The agent will also provide ongoing customer service, assist with claims-related questions, maintain accurate records in CRM or agency management systems, and stay current on industry regulations, carrier products, and compliance requirements. Qualifications • Demonstrated proficiency in Insurance Sales and Insurance Brokerage, with a track record of meeting or exceeding sales goals., • Strong understanding of Insurance products and basic Finance concepts to effectively explain coverage, premiums, and policy value to clients., • Proven Customer Service skills, including active listening, clear communication, and a client-first mindset., • Current state license as a Health and/or Life Insurance Agent (or eligibility and willingness to obtain required licenses promptly)., • Ability to build and maintain long-term client relationships through ethical, consultative selling., • Comfort using digital tools, CRM systems, and online platforms for prospecting, quoting, and policy management., • Strong organizational skills, attention to detail, and the ability to manage multiple clients and deadlines in a fast-paced environment., • Previous experience in an insurance agency, brokerage, or financial services environment is preferred., • High school diploma or equivalent required; additional education or relevant certifications in insurance or finance are a plus.

We’re looking for motivated, sales-driven individuals to join a growing insurance team and build a rewarding career in the industry. Whether you’re an experienced insurance agent or new to the industry and willing to obtain your Florida insurance license, this is an opportunity to get started with paid training, 100% inbound leads, and no upfront cost to join. What We Offer • $0 cost to join — no upfront fees, • 100% inbound leads provided, • 20–25 inbound leads available, • Paid 2-week training and onboarding, • Opportunity to earn commissions during training, • Commission-based 1099 opportunity, • Earn up to 40% based on performance, • Non-captive, multi-carrier platform, • Support with obtaining your Florida and additional state licenses, • Full-time — 40 hours per week, • On-site team environment and support What You’ll Do • Handle inbound insurance leads and identify customer needs, • Educate customers on available insurance options, • Recommend coverage based on customer needs, • Work with multiple insurance carriers, • Follow up with prospects and guide them through the sales process, • Build strong customer relationships, • Work toward individual sales and performance goals What We’re Looking For • Florida Insurance License preferred, but not required, • Willingness to obtain a Florida insurance license, • Strong communication and interpersonal skills, • Confident, motivated, and sales-oriented, • Strong work ethic and willingness to learn, • Comfortable working in an on-site environment, • Ability to commit to 40 hours per week, • Previous sales or insurance experience is a plus, but not required If you’re motivated to build a career in insurance and want an opportunity with zero upfront cost, paid training, and 100% inbound leads, apply today.

Job DescriptionDescriptionThe Director, Practice Management will play a pivotal role in driving operational efficiency, growth, and strategy within independent financial advisory firms with a particular focus on AI adoption and integration. The ideal candidate will possess a strong background in practice management, technology implementation, and business development, along with hands-on experience utilizing AI at both the corporate and advisory firm levels. This role will involve both strategic leadership and hands-on program management, focusing on developing group coaching and consulting programs designed to enhance practice management for independent financial advisors. ResponsibilitiesPractice Management & Operational Efficiency: • Lead initiatives to improve operational efficiency across financial advisory practices., • Develop and implement growth strategies for independent advisory firms, focusing on client acquisition, retention, and profitability., • Oversee the implementation of technology solutions that improve firm-wide operations, including CRM systems, financial planning tools, and back-office processes., • Provide ongoing practice management support, ensuring the integration of best practices for day-to-day operations. Program Management & Development:, • Design and implement group coaching and consulting programs aimed at improving practice management for financial advisory firms., • Lead and manage program initiatives, including developing content, curriculum, and program materials that align with the needs of independent advisors., • Work closely with internal stakeholders and external partners to refine program offerings and ensure alignment with firm goals. AI Integration & Corporate-Level Strategy:, • Utilize AI technologies to develop a training agent and coaching agent for financial advisory firms, enhancing advisor performance and practice management., • Oversee the implementation and integration of AI solutions across both the corporate level and at the independent advisory firm level., • Drive the use of AI tools within advisor offices to automate administrative tasks, enhance client experiences, and streamline business operations., • Collaborate with the AI development team to ensure tools are user-friendly, effective, and meet the needs of financial advisors. Leadership & Personnel Management:, • Lead, manage, and mentor teams focused on practice management, AI integration, and program development., • Work closely with cross-functional teams, including marketing, operations, and technology, to ensure alignment of practice management programs and AI tools with firm goals., • Provide ongoing training and support to team members, empowering them to implement strategies that drive growth and operational success. Business Planning & Strategy:, • Collaborate with senior leadership to develop and implement strategic business plans that drive growth, profitability, and operational excellence., • Use data-driven insights to assess and refine business strategies, ensuring alignment with both short-term and long-term firm goals., • Support the firm’s leadership in identifying new opportunities for growth, market positioning, and client engagement. Qualifications • Bachelor's degree required. Finance, Economics, or related area of study preferred., • 3 or more years of experience required in practice management for independent financial advisory firms, with a proven track record of driving operational efficiency, growth, and technology implementation., • Extensive experience in developing and implementing business plans, growth strategies, and technology solutions within the financial services industry., • Strong understanding of the independent advisory firm ecosystem, including client management, back-office operations, and service delivery., • Experience in program management, particularly in developing coaching and consulting programs for financial advisors., • Demonstrated experience in implementing AI solutions at the corporate level or within independent financial advisory practices., • Strong project management skills with the ability to lead cross-functional teams and manage multiple initiatives simultaneously., • Deep knowledge of financial technology platforms, CRM systems, and practice management tools with a particular focus on how automation drives business growth., • Expertise in AI and its applications within the financial services industry, particularly in enhancing advisor operational efficiency and advisor performance., • Excellent communication and interpersonal skills, with the ability to collaborate effectively with senior leadership and advisory teams., • Strategic thinking and problem-solving capabilities, with a focus on innovation and continuous improvement., • Innovative thinking and a willingness to bring new ideas to the table., • Ability to navigate complex situations with advisor teams with tact and confidence and flexibility to engage with various roles and skill levels within advisor offices. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance, • Equity

Job DescriptionBenefits: • Simple IRA, • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: Our agency has proudly served the community since January 2020 and is supported by a team of 4 talented professionals. Before opening the agency, I started in the industry under another agent in 2017. I was motivated to build something of my own, and State Farm provided the perfect opportunity to run my own business with strong culture, support, and community partnership. I graduated from the University of Puerto Rico with a degree in International Business and have a rich multicultural background. My commitment to the community runs deep; I’m active in my church, participate in local service projects, and previously served as a missionary for two years. We offer a range of benefits, including training and development opportunities, health benefits, an IRA plan, casual Fridays, team-building activities, and growth opportunities. We also partner with other agents to host fun and meaningful events. Our office is team-oriented, collaborative, and customer-focused. I’m passionate about helping my team grow both personally and professionally. We prioritize dedication, coachability, and a positive attitude over prior experience—because the right mindset is what fuels success. If you’re looking for a place where you can grow your skills, contribute to a winning team, and make a real impact, this could be the perfect fit for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Josue Rivera - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionCompany Description IDIQ is an award-winning company looking for talented individuals to join the team. We are passionate about fostering your unique skills, supporting your career goals and creating an exceptional work environment while providing outstanding solutions that our members trust. IDIQ® is recognized as one of the fastest-growing industry leaders in identity theft protection and credit report monitoring. The IDIQ flagship brand is IdentityIQ®, offering real-time fraud alerts and credit report information to not only protect but also educate consumers. Popular IDIQ brands also include MyScoreIQ® for financial health and protection; Credit & Debt®, a credit and debt education-based membership platform; and IDIQ® Pre-Paid Legal Services℠, a leading provider of voluntary employee benefits. As one of the fastest growing companies in the United States with consecutive spots on the prestigious Inc. 5000 list, we provide award-winning services and a positive work environment. We offer generous benefits such as paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities and more. We also provide our staff with unending free coffee, relaxation rooms, game rooms and company events. We value innovative thinking, excellent communication skills, on-your-feet problem-solving and a penchant for team collaboration. In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs. If you are looking to join a growing company and work among talented peers, we encourage you to apply today! Job Description The Sr. Inside Sales Representative/Senior Account Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call. As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds. Key job functions include: • Conduct research to identify and qualify prospective partners beyond leads provided by management., • Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions., • Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners., • Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week., • Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership., • Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM., • Assist marketing entities through the partner activation process., • Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM., • Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations. Additional duties • Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations., • Must follow all company policies and procedures regarding data privacy and protection and data loss prevention., • Regular and predictable attendance is required., • Performs other job-related duties and responsibilities as may be assigned from time to time.Qualifications, • At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations., • Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes., • Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred., • Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills., • Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking. Preferred Skill & Experience: • Strong telephonic and electronic communication skills and etiquette., • Familiarity with CRM systems and practices., • Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process., • Strong customer-focused mindset., • Established track record of reliability and good attendance., • Ability to envision and communicate the big picture in an inspiring way., • Demonstrated ability to quickly and proficiently understand and absorb new information., • Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders., • Collaborative with the ability to structure mutually beneficial partnerships., • Ability to be discrete and maintain confidential information., • Ability to multitask with a high volume of tasks., • Flexibility to handle rapid and frequent change and interest in taking on new tasks., • Thrive in a fast-paced environment and possess a high level of intellectual curiosity., • Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward. Additional Information Position Details: This is a full-time hourly position (40 hours/week). This is an on-site position working in our Tampa, FL, office (4904 Eisenhower Blvd South Suite 100, Tampa, FL 33634). Pay: The pay range for this position is $30.00-$32.00 per hour. The actual compensation offer will carefully consider a wide range of factors including your skills, qualifications, and experience. This position is eligible for incentive compensation. Benefits and Perks: IDIQ makes available comprehensive benefits including: • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Vacation time off (VTO), • Paid sick time (STO), • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants Benefits and Perks: IDIQ makes available comprehensive benefits including • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Paid time off, • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants

Job Description Steadwell is a new kind of insurance agency. We pair experienced insurance people with AI tools that take the admin off their desk, so clients get fast, tailored service instead of a queue. We are opening in the US, and you would be one of our first employees: a real say in how we work, and a faster path to more responsibility than a large agency can offer. You will manage a book of small to mid-market commercial accounts and help facilitate new business, with mentorship from our founder. The work is about half service and renewals, and half turning inbound new-business inquiries into clients. In your first year, success looks like a well-run book with renewals prepared early, and new clients you helped win. What you will do • Manage small to mid-market commercial P&C accounts from placement through renewal., • Be the main contact for your clients: coverage questions, certificates, endorsements and claims support., • Prepare renewals early: review exposures, remarket where it helps the client, and present options with clear advice., • Turn inbound new-business inquiries into clients: gather information, build submissions, work with carriers and wholesalers, and present quotes., • Support the principal on carrier relationships and appetite., • Keep the agency management system clean and complete., • Use AI tools to draft, summarize and process faster, and tell us what works and what does not., • Help shape our service standards and workflows as we grow. Requirements What you need • An active Florida 2-20 general lines (property and casualty) agent license., • At least 2 years in commercial lines account management or a similar commercial account service role., • Experience servicing commercial P&C accounts through renewal., • Hands-on use of an agency management system such as Applied Epic, AMS360 or EZLynx.Nice to have, • Mid-market exposure, such as contractors, hospitality, real estate or professional services., • Experience quoting and presenting new business, not only servicing renewals., • A CIC, CISR or similar designation, or progress toward one., • Clear, quick, professional writing, and a builder's curiosity about AI tools. Benefits • Base pay of $55,000 to $70,000, based on experience., • Health benefits and paid time off., • A direct line to the founder, mentorship, and a voice in how the agency is built., • A hybrid schedule: 2 days a week in our Tampa office, 3 remote., • A real growth path. This is a key early hire, with a path to leading a team and moving up quickly as Steadwell grows.

Job DescriptionBenefits: • License Reimbursement, • Salary Plus Commission, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Joseph Ledo - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: For the past seven years I’ve had the privilege of serving my community as a State Farm agent, but my journey started long before that. I began working with State Farm at 18 years old, and nearly two decades later, I’m just as passionate about helping people protect what matters most. That dedication drives everything we do in our office. Our team is a close-knit group that genuinely enjoys working together and supporting one another’s success. We collaborate to share workloads when needed, spend time together outside of the office, and celebrate wins big and small - from holiday gatherings to an annual team trip you can qualify for. To keep things exciting and goal-focused, we also run in-office promotions designed to boost motivation and performance. To thrive here, you need to be a true go-getter: self-sufficient, self-motivated, and driven to go above and beyond for every customer. Success in our agency means building real connections, selling with passion, and always putting in the extra effort to make a difference. If you’re ready to grow alongside a supportive team and make an impact every single day, this could be the perfect place for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Chelsey Loper - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish preferred.

Job Description Accounting Analyst Hours: 8:30-5:00 Local Time Location: In-office Compensation: $60,000 - $65,000 per year Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States: • California: Irvine, • Florida: Tampa, • Idaho: Sandpoint, • Illinois: Chicago, • Louisiana: Covington, • Minnesota: Shoreview, • Pennsylvania: Canonsburg, • Texas: Arlington and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success. The Role Itself The Accounting Analyst involves investigating and resolving various queries from agencies, finance and inspection companies, and sales staff, while communicating with customers and the CFO. It includes managing weekly collection reports, handling finance company cancellations, assisting sales staff with invoicing, processing payments, and preparing checks for corporate accounting. Additional tasks include managing compliance info, maintaining policy number records, reviewing financial journals, scanning documents, and suggesting process improvements, all while delivering excellent customer service. Responsibilities include: • Verify, reconcile and timely pay carrier, trade and state authority vendor invoices, statements, and account currents., • Prepare & process checks, wire transfers and ACH payments., • Sort and identify brokerage invoices to pay and resolve invoice discrepancies., • Identify and collect carrier debits owed to USG., • Monitor and identify paid audits to invoice and pay carriers., • Collect and process branch invoicing discrepancies to align with carrier invoices., • Prepare and distribute carrier account currents., • Create and maintain carrier profiles., • Scan and image invoices and statements., • Provide cycle processing status to the AP Supervisor., • Provide ideas to improve process efficiencies to supervisor and CFO., • Encompass the goal of providing excellent customer service., • Other duties as assigned. What We Are Looking For: • Candidates should be located near the Tampa, FL area., • 3- 5 years of Accounts Payable experience. Prior insurance industry experience is desired, but not required., • Must have strong organizational skills, attention to detail for reconciling items, and ability to prioritize work to meet deadlines, • Strong Knowledge of Windows based software applications especially Microsoft Excel, Word and basic typing skills., • Desired software experience with SAGE (MAS 90) and Image Right. What USG has to offer: • Comprehensive Benefits Package including:, • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • A week of hands-on, in-person training to meet our corporate team, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package, • Potential for exponential growth in the company Join Us! If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR KB5eNuMSdV

Job DescriptionAbout Courser Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success. AI Business Analyst The AI Business Analyst is a consultative role focused on aligning AI capabilities with client business needs. This individual will identify opportunities for AI-driven efficiencies, lead envisioning sessions, and champion adoption of Microsoft 365 Copilot and related AI tools. They will act as a bridge between business stakeholders and technical teams, ensuring AI solutions deliver measurable value. Key Responsibilities: · Business Process Analysis: Assess client workflows to identify high-value AI use cases and map AI and Automation capabilities to business objectives. · Solution Design: Develop AI-enabled business solutions leveraging Microsoft 365 Copilot and Power Platform tools. · Governance & Strategy: Contribute to AI governance frameworks, define KPIs, and ensure ethical and compliant AI usage. · Communication: Translate technical AI concepts into clear, actionable insights for business leaders; create demos and presentations to showcase AI benefits. · Collaboration: Work closely with technical analysts and client teams to ensure feasibility and alignment of proposed solutions, as well as project outcomes. · Prompt Engineering & Agent Strategy: Develop effective prompt templates and identify opportunities for custom Copilot Agents to address specific business needs. · AI Readiness: Evaluate and prepare the client’s environment for AI deployment by checking data availability, licensing, and security/compliance alignment, and coordinate with technical teams to remediate any gaps before Copilot rollout. · User Adoption & Training Support – Collaborate on user enablement efforts to drive Copilot adoption, including delivering initial training, creating how-to guides, and supporting change management initiatives. · SmartShift Academy Content Management – Develop, curate, and maintain AI training and enablement content (e.g. tutorials, guides, success stories) and ensure it’s accessible via Courser’s SmartShift Academy platform for employees and clients. · Adoption Metrics & Value Realization (ROI Management): Monitor Copilot usage and adoption metrics (e.g. active users, frequency of use) and quantify the impact on productivity (time saved, output quality), then refine the AI roadmap based on these insights. · Continuous Innovation & AI Trend Integration: Stay up to date with emerging Microsoft AI features (such as new Copilot capabilities, Copilot Studio agent tools, or relevant Azure AI services) and proactively incorporate those into solution proposals and strategy updates. · AI Champion Program & User Community: Establish an internal “AI Champions” network at customer organizations to foster peer learning and sustain Copilot adoption. · Copilot Readiness Workshop Delivery: Plan and facilitate comprehensive readiness workshops to ensure clients’ environments and teams are fully prepared for Copilot deployment, including technical audits (licensing, security, data access) and interactive sessions with business stakeholders to identify high-value use cases and change management needs. · Change Management: Lead the human side of AI adoption by anticipating how change affects people, reducing disruption, and keeping teams confident and supported. Apply proven change management frameworks (e.g., Kotter’s 8-Step) to guide employees through new AI-enabled workflows. · Prospect & Customer Advising: Lead discovery and advisory conversations with prospects and customers to shape AI initiatives, clarify outcomes, and align AI investments to business value. · Solutions architecting: Partner with Sales and Account Managers during pre-sales to scope AI opportunities, support solution positioning, and reduce deal risk through informed discovery. · Agent Design, Build, and Delivery: Use Courser’s Agent Builder Process to design, document, test, and deliver customer-specific Copilot Agents. · Facilitate AI READY workshops: Lead outcome-driven workshops (use-case envisioning, AI roadmap definition, adoption planning) with executive and functional stakeholders. Synthesize findings into executive-ready readouts that drive clear go / no-go and sequencing decisions. · Economic Value Translation: Frame AI recommendations in terms of productivity lift, cost-to-serve reduction, risk mitigation, and operating leverage. Support leadership with clear tradeoffs and sequencing options tied to financial outcomes—not technical preference. Qualifications: · Bachelor’s degree in Business, Information Systems, or related field. · Strong understanding of Microsoft 365 Copilot capabilities and AI fundamentals. · Experience in business analysis, process improvement, or technology consulting. · Excellent communication and change-management skills. · Familiarity with Microsoft ecosystem (Power BI, Power Platform) and prompt engineering for AI tools. Preferred Technical Skills: · AI Business Professional (AB-730) · AI Transformation Leader (AB-731) · Microsoft 365 Copilot & AI Administration Fundamentals (AB-900) Preferred Soft Skills: · Strategic Thinking & Business Acumen • Systems Thinking: Ability to understand how AI solutions impact broader business processes and outcomes., • Problem Solving: Comfort navigating ambiguity and identifying high-value opportunities for AI applications., • Decision-Making: Balancing technical feasibility, business value, and user impact when recommending solutions.· Communication & Influence, • Stakeholder Engagement: Skilled at building trust with clients, executives, and cross-functional teams., • Storytelling with Data: Translating complex AI insights into clear, compelling narratives for business audiences., • Active Listening: Drawing out client needs and pain points through thoughtful questioning and empathy.· Change Leadership, • Change Management Mindset: Understanding how to guide individuals and teams through AI-driven transformation., • Coaching & Enablement: Supporting users in building confidence and capability with new AI tools., • Resilience & Adaptability: Navigating evolving technologies and organizational dynamics with flexibility.· Collaboration & Facilitation, • Workshop Facilitation: Leading engaging, outcome-driven sessions to co-create AI use cases and roadmaps., • Cross-Functional Collaboration: Partnering effectively with technical analysts, project managers, and client teams., • Conflict Resolution: Managing differing perspectives and aligning stakeholders toward shared goals.· Innovation & Curiosity, • Continuous Learning: Staying current on AI trends, Microsoft certifications, and emerging AI capabilities., • Creative Thinking: Exploring novel ways to apply AI to solve business challenges., • Bias Awareness: Recognizing ethical considerations and promoting responsible AI practices. Why you’ll love working here At Courser, we prioritize the personal and professional development of our employees. We offer best-in-class training, mentorship, and clear self-promotion paths to help you grow. We foster a culture of innovation and encourage challenging the status quo. With teams located across the country, we leverage a wealth of knowledge and a collaborative spirit, eager to share and grow together. Benefit Highlights · Competitive benefits package, including medical, dental, vision, and life insurance · 401(k) company match · Flexible vacation time* · Paid sick time · 10 Holidays including your Birthday and a Floating Holiday! · Healthy Lifestyle reimbursement · Membership Subsidy · 40 Hours for Volunteer Time · Paid parental leave · Reimbursement for ongoing certifications *Flexible vacation time after completing one full year of employment. For the first year of employment, full-time team members are provided 10 vacation days. Physical Demands and ADA Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. · This is a largely sedentary role. The employee is frequently required to sit/stand for long periods and work on a computer. · The employee must be able to verbally communicate effectively with clients, employees and management to address questions and resolve issues. This involves talking, hearing, and understanding. · This position requires the regular use of a laptop computer and other office equipment. The employee must be able to operate a keyboard and other devices for extended periods. · The employee may be required to occasionally lift or move up to 10 pounds. · Specific vision abilities required

Job DescriptionWe’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!Compensation: $131,000 - $158,000 yearly Responsibilities: • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations, • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process, • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding, • Help create competitive quotes when it is time to issue renewals or make updates to a current policy, • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates Qualifications: • Must have active insurance license in your state or must be willing to get licensed in 90 days, • Candidates should be very strong communicators and problem solvers, and have great follow-up skills, • Associates or Bachelor’s degree required, or commensurate insurance industry experience, • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset, • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.) About Company Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. • No cold calling, • No Prospecting, • All Lead-based Sales, • Six-figure Mentorship, • Training

Job Description Agile Coach Employment Type: Full-Time, Experienced Department: Project Management CGS is seeking an experienced, enthusiastic team member to act as an Agile Coach within our team supporting a large federal agency. The agency is committed to an operating model based on Agile, Product-focus, and DevSecOps in pursuit of increasing efficiency, efficacy, and overall success of various IT verticals and missions. The ideal candidate should embody an Agile mindset and be passionate about empowering an Agile culture through experience coaching, guiding, and supporting executives, managers, product owners, Scrum Masters, and others. 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: - Oversee the Agile transformation for multiple teams at both the team and program level to enable successful delivery of large strategic system development initiatives. - Facilitate team workshops to help new teams understand Agile and Lean principles, Scrum, Kanban, individual and team roles and responsibilities. - Lead in the creation, delivery, and strategy of Agile Training to government stakeholders and contractors regarding agency Agile processes, tools, and policies - Help teams with sprint planning and implementation, as well as provide ongoing Agile Coaching support for new Agile teams throughout multiple iterations. - Provide ad hoc coaching to teams that have implemented Agile but need assistance to refine their processes. - Provide practical hands-on mentoring to Scrum Masters, Product Owners, and team members of new and existing Agile teams. - Help teams set up their team boards, workflow automation, and automated reporting. Assist organizations to define, prioritize, and decompose requirements in Product and Program Backlogs - Evolve and maintain the Agile Maturity Assessment model, Assess team performance and Agile maturity, and report findings. - Provide feedback on processes, policies, procedures, training, and tooling changes to better support the enterprise's Agile transformation. - Facilitate and coordinate cross-team planning workshops and coach other scrum masters to facilitate cross-team planning workshops. - Facilitate and coordinate cross-team grooming sessions. Lead and participate in Agile communities of practices. Prepare and/or update organization-wide Agile artifacts and methodology documentation. - Help iterate on and provide recommendations to advance the Agile Transformation Roadmap. - Embed an agile culture using techniques from a wide range of agile and lean methodologies and frameworks. - Ensure Agile project metrics are being tracked and monitored for indications of potential problem areas and assist teams in identifying and implementing solutions to address the problems. - Oversee the coaching and planning of multiple high-performing Agile development teams and large-scale programs across the enterprise. Qualifications: - Familiar with DevSecOps tools and techniques such as modern IDE's, GitHub, containerization, everything as code, and zero-trust. - Ability to demonstrate superior organizational skills with an acute attention to detail. - Ability to work effectively under pressure in time-sensitive situations and prioritize multiple projects with similar deadlines. - Agile coaching experience. - Minimum of 5 years of practical Agile experience. - Strong understanding of Agile concepts with an emphasis on SAFe including Scrum, Kanban, Product Ownership, and Agile Scaling. - Experience as a hands-on organizational change agent working across multiple teams - Experience with assisting leadership and team members with removing barriers and embracing transformation by assisting each organization to customize its own path, approach, and solutions to becoming Agile.. - Experience with launching Agile Release Trains, building a Continuous Delivery Pipeline with DevOps culture, empowering a Lean Portfolio, and clearly understanding what it takes to successfully implement SAFe in the enterprise (starting with teams’ / Program levels and scaling up to Large Solutions and Portfolio levels). - Experience supporting and executing PI Planning events and coordinating multiple Agile Release Trains (ARTs). Ideally, you will also have: - Master’s degree or other higher education degree in Information Technology-related field. - Certifications including or equivalent to Scaled Agile Framework – SPC - ScrumAlliance – CST - ICAgile – ICE-AC / ICP-CAT- Equivalent Expert / Senior Coaching Certifications. - Secure coding knowledge. - Open-source tools management. - SEI-CMMI and NIST experience. - Project Management Training or Education such as PMP program. 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: https://cgsfederal.com/join-our-team/ For more information about CGS please visit: https://www.cgsfederal.com or contact: Email: info@cgsfederal.com #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 Surplus Lines Tax Analyst Hours: 8:30-5:00 Local Time Location: Full-Time In Office Compensation: $21.00 - $22.00 / hour Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States: • California: Irvine, • Florida: Tampa, • Idaho: Sandpoint, • Illinois: Chicago, • Louisiana: Covington, • Minnesota: Shoreview, • Pennsylvania: Canonsburg, • Texas: Arlington and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success. The Role Itself USG is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking an individual to assist with surplus lines premium tax filings on a full-time basis (40 hours per week) in our Tampa, FL office location. Responsibilities include: Entry-level surplus lines filings involve supporting compliance teams with data entry, report generation, research, and very basic tax filings. • Timely and accurate completion of state regulatory surplus lines tax filings., • Data entry and management of client-provided information into proprietary software and state-based filing systems (e.g., SLIP or OPTins)., • Conducting compliance and quality reviews on documents and state procedures., • Running reports and reconciling filings with internal platforms and state transaction reports., • Assisting with audits by verifying transactions and related documentation., • Communicating with internal teams (underwriters, brokers) and state insurance departments to resolve discrepancies and ensure compliance., • Other responsibilities as assigned. What We Are Looking For: • Must be proficient in Microsoft Excel, Work, and Outlook., • Strong attention to detail, • Excellent organizational and time management skills to meet multiple deadlines., • Effective written and oral communication skills., • Ability to work both independently and as part of a team What USG has to offer: • Comprehensive Benefits Package including:, • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package, • Potential for exponential growth in the company Join Us! If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR a4CK19rupA

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Profit sharing, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Joyce Coleman - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • License reimbursement, • Opportunity to drive company car, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: I opened my agency in 2024 and currently lead a growing team of three. I've been with State Farm for eight years and have enjoyed building a career centered around helping people protect what matters most. Before my insurance career, I taught skiing, which helped shape my passion for coaching, communication, and helping others succeed. Our agency offers paid time off, licensing costs paid up front, company parties, team travel opportunities, free food and snacks, and a strong commitment to work-life balance. We believe in rewarding success while creating an enjoyable place to build a long-term career. Our culture is competitive, fast-paced, and growth-oriented. Although we're a small office, we've built a highly successful team that pushes each other to achieve great results. I'm looking for someone who is driven, hungry to succeed, and excited about growth and advancement opportunities. If you're motivated to work hard and build a rewarding career, we'd love to meet you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Beau Blessing - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to clients., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Strong leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish preferred.

Job Description Associate Producer/Broker Hours: 8:30-5:00 Local Time Location: Remote or hybrid, depending on your area Compensation: $50,000 - $75,000 Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States: • California: Irvine, • Florida: Tampa, • Idaho: Sandpoint, • Illinois: Chicago, • Louisiana: Covington, • Minnesota: Shoreview, • Pennsylvania: Canonsburg, • Texas: Arlington and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success. The Role Itself This position is a Producer/Broker in development and will work as a member of an existing production team for mentorship and training, developing their own book of business for their own production team, when eligible. The candidate should have strong relationship-building skills to work with our targeted carriers, retail insurance agents, and develop a book of business. Responsibilities include: • Direct responsibilities include:, • Maintain underwriting files including an understanding of policy reviews, inspection reviews, and endorsements., • Understand and be knowledgeable of markets and underwriting guidelines., • Solicit new business through various sales and marketing techniques and begin establishing relationships within a territory utilizing agency visits, telemarketing calls and cross selling., • Train and mentor under a successful Producer/Broker to:, • Work with retail insurance agents, to develop and submit business to target markets for placement., • Build relationships with our in house rating and brokerage markets., • Assess new business submissions and negotiate terms, by selecting the markets that can provide the most coverage at the best price., • Follow submissions through the process, to assure quotes are provided in a timely manner and negotiate with all parties involved to reach an acceptable price., • Coordinate and handle administrative workflows in conjunction with support team(s) to establish accurate and prompt response to service issues. What We Are Looking For: • Knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures. P&C license / E&S licenses are preferred, but not required., • Must be sales driven, “people person” who likes to establish new relationships while learning communication strategies and sales methods., • Experienced in Word, Power Point, Excel, Outlook and Adobe Reader. Ability to quickly learn new programs and applications., • Skilled in business writing and problem/situation analysis., • Energetic, self-motivated individuals who are goal oriented and can thrive in a team environment., • Strong desire to learn and develop new skills., • 2-3 years of experience in a Production Assistant support role preferred., • 1-3 years of experience with a wholesaler is preferred., • Must have the desired career path to become a Producer/Broker within 1 to 2 years. What USG has to offer: • Comprehensive Benefits Package including:, • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • A week of hands-on, in-person training to meet our corporate team, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package, • Potential for exponential growth in the company Join Us! If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR 3l4ATM9OVl

Job Description Position Summary: This position is responsible for maintaining all buildings, grounds, irrigation and mechanical systems in normal operation. Repairs requiring specialty training or tools/equipment not in our inventory will be reported to supervisor for further evaluation. May work on office equipment and in joint effort with IT department. Follows all security and safety procedures for all assigned credit union branches, and administration locations. Performs daily tasks with little to no supervision and records work in the Computerized Maintenance Management System (CMMS) daily. May work alone or as part of a team. Coordinates the activities of contractors and vendors as required to ensure workmanship is within the normal accepted guidelines of the trade. The nature of this position requires significant time spent walking, standing, and moving throughout USF CU locations. The role is primarily active and field-based, with desk work representing a smaller portion of the employees’ daily responsibilities. Essential Functions Include: • Calculate general mathematical functions including fractions and decimals., • Ability to safely use standard hand and power tools., • A valid driver’s license with acceptable driving record and expected to operate company vehicles in performance of normal duties, • Maintenance, repair, inspection and setting up of emergency generators, • Minor repair and troubleshooting of electrical systems/circuits, • Maintenance, repair, inspection, and troubleshooting of roofing systems, • Maintenance, minor repair, troubleshooting, basic plumbing including but not limited to toilets, sinks, fixtures, and irrigation systems., • Maintenance, minor repair, and installation of general building items including but not limited to doors and hardware, furniture, bulletin boards, minor drywall repair, and both interior and exterior painting., • HVAC minor prevention and corrective action, system monitoring, and repair/replacement of sections as required. Troubleshooting, diagnostic, ability to take meter readings and refer to and interpret manufacturer's specifications., • Perform parts inventory and order parts as required., • Develop and maintain relationships with vendors and contractors, • Provide support for company events and employee activities as needed., • Monitor, inventory, order and supply snacks and beverages for company breakrooms., • Monitor, inventory, order and supply all supplies for custodial contract and track usage., • Conduct Preventative Maintenance on major systems, • Schedule routine maintenance of facilities systems as needed, • Other duties as needed Reports to: Director of Operations Required Education and Experience: • High school diploma or general education degree (GED) required., • 3-5 years of previous facilities experience in a similar or related field required., • HVAC experience, • Some building trades experience a plus., • College, Journeyman, Technical or Trade certifications a plus. Additional Skills: • Ability to fix and maintain minor office fixtures, as well as disassemble and reassemble office equipment., • Proficient in Microsoft Word, Power Point, Excel and Outlook. Excellent technical aptitude, • Above average verbal and written communication skills. Able to communicate effectively and tactfully with employees and members both orally and in writing., • Strong time management and organizational skills. Ability to multi-task under pressure and demonstrate attention to detail., • Demonstrated interpersonal and collaboration skills with a focus on rapport-building, listening and questioning skills, while maintaining a professional appearance and demeanor., • Self-reliant, critical thinker, problem solver, results oriented., • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness., • Act as a change agent, who can collaborate with diverse interests and adapt to changes within working responsibilities., • Must have the ability to exercise discretion, and independent judgment, • Work involves extensive personal contact with others and is usually of a personal or sensitive nature; confidentially is imperative to this position., • Ability to work independently and make maintenance decisions unilaterally as required., • Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. Work Environment: In-Office Full Time Physical Requirements: • Ability to lift up to 50 lbs. while utilizing weight bearing tools to minimize physical exertion. Position Type/Expected Hours of Work: Full-Time/40 hours per week Classification: NONEXEMPT Other Duties: Please note this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice. When joining USF Federal Credit Union, you can expect to work for a company that: • Strives to be the most influential partner in our Members’ financial journey., • Has been recognized with awards such as the Sterling Governor’s Award for Excellence and League of Southern Credit Unions & Affiliates Credit Union of the Year., • Has a culture of engagement, growth, process improvement and community volunteerism., • Received the Top Places to Work award for 2024 & 2025 in Financial Industries. What’s in it for you: • Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts, • 4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off., • Medical, Dental and vision plan with FSA options. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered)., • 100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance, • Employee Assistance Program, • Undergraduate and Graduate Tuition Reimbursement, • In-depth New Employee Orientation showcasing Credit Union Values and Vision, • A Think Big culture dedicated to performance excellence and continual growth About Us: For 65 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members’ lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority! We have grown to over 73,000 members and $1.1 billion in assets, robust online and mobile banking, 9 branch locations and thousands of shared branches and fee-free ATMs nationwide. Our vision is to be the most influential partner in each member’s financial journey. Our mission is to deliver financial solutions to improve members’ lives.

Job Description Covenant Tax Advisors Enjoy working with people and taking ownership? Join Covenant Tax Advisors as a CPA or EA, providing strategic tax planning and year-round client care in a fully remote role. Job Description You will manage an assigned portfolio of individual and business clients, developing and implementing proactive tax strategies and taking responsibility for annual tax returns. We seek an excellent communicator who builds relationships, takes initiative, and independently moves client work forward. Responsibilities: • Strategic Tax Planning: Develop customized tax strategies and projections, and follow through on implementation., • Tax Preparation: Prepare and/or review annual individual and business tax returns, ensuring planning strategies are properly reflected., • Client Communication: Lead planning meetings, explain recommendations clearly, and proactively follow up throughout the year., • Client Relationships: Know your clients, understand their goals, and serve as their primary tax advisor., • Technical Expertise: Monitor relevant tax law changes and identify planning opportunities for assigned clients., • Engagement Ownership: Manage client needs, follow-up, and deadlines from start to finish while collaborating with our team. Qualifications • Active CPA license or Enrolled Agent (EA) credential required., • Strong individual and business tax preparation experience, including S corporations and partnerships., • Excellent interpersonal, verbal, and written communication skills; enjoys building client relationships., • Self-directed, organized, and proactive; takes ownership and follows through independently while staying connected to a small, collaborative team., • Strong professional judgment and attention to detail; comfortable working in a fully remote environment., • Bachelor's degree in accounting not required but preferred, • 5+ years of experience in a public CPA firm. Job Details • Job Type: Full-time | Fully Remote, • Compensation: $65,000 - $95,000 DOE Benefits • Competitive Compensation, • Health Insurance, • Paid Time Off, • Holiday Pay, • Flexible Work Schedule, • Remote Work Environment\nCompany Description Covenant Tax Advisors is a relationship-focused tax planning firm guided by integrity, stewardship, service, and excellence. Covenant Tax Advisors is a relationship-focused tax planning firm guided by integrity, stewardship, service, and excellence.

Job Description Our client, a leading Personal Lines P&C Insurance Company, is seeking an experienced Homeowner Property Underwriter to join their expanding Florida team! This position will be responsible for evaluating new business applications, property inspection findings, policy changes, and account documentation to determine whether risks meet established underwriting standards. The ideal candidate will be well-versed in underwriting homeowners' property business, possess strong risk-assessment abilities, and experience working directly with agents and internal service teams. Responsibilities • Analyze new business applications, property inspection reports, underwriting alerts, and pending account activities to determine risk eligibility., • Evaluate endorsement requests, reinstatements, cancellations, and non-renewals in accordance with underwriting guidelines., • Review property characteristics, supporting documentation, and exposure information to make informed underwriting decisions., • Apply policy forms, underwriting manuals, and coverage requirements across multiple states and personal lines products., • Approve acceptable risks and provide clear recommendations when additional information, documentation, or corrective action is required., • Respond to agent inquiries regarding new business submissions, underwriting exceptions, and risk eligibility. Qualifications, • 3 - 7+ years of Personal Lines Property underwriting experience., • Active Florida 2-20 or 20-44 insurance license, strongly desired., • Strong understanding of personal lines underwriting practices, property risk evaluation, and policy eligibility requirements., • Demonstrated ability to interpret underwriting guidelines, policy language, inspection results, and supporting documentation., • Excellent critical thinking, decision-making, organizational, and communication skills., • Strong computer proficiency and the ability to work efficiently within policy administration and underwriting systems. Salary & Benefits, • $65,000 - $90,000 (depending on experience) + annual bonuses up to 20%, • Paid time off and company-paid holidays, • Lucrative 401(k) company match, • Life and disability insurance, • Medical, Dental & Vision, • Pet Benefits, • Professional development and continuing education support, • Additional benefits and employee programs may be available

Job Description Hours: 8:30-5:00 Local Time Location: Remote or hybrid, depending on your area Compensation: $65,000 - $150,000 Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. We at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job, it's a vibrant and supportive community committed to nurturing your success. The Role Itself In this role, you will engage directly with our primary customer, the independent Property and Casualty Retail Agent. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ultimately securing coverage for our business enterprises within the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business. Responsibilities include: • Develop and maintain strong relationships with retail agents to drive new business opportunities and grow an assigned book of business., • Evaluate, underwrite, and broker risks by analyzing coverage needs, exposures, and market conditions to deliver competitive solutions., • Market submissions to carrier partners and negotiate terms, pricing, and coverage to achieve optimal outcomes for clients and the organization., • Manage the full lifecycle of accounts, including new business, renewals, endorsements, and servicing needs., • Collaborate with internal teams and carrier partners to ensure timely processing, placement, and policy issuance., • Maintain a high level of responsiveness and professionalism in all communications with agents, carriers, and internal stakeholders., • Monitor market trends, carrier appetite, and industry developments to identify new opportunities and stay competitive., • Ensure compliance with company guidelines, underwriting standards, and regulatory requirements., • Accurately document account activity and maintain records within agency management systems., • Contribute to the growth and profitability of the business by meeting or exceeding production and revenue goals. What We Are Looking For: To perform this job successfully, an individual must be able to demonstrate consistent competency in each essential job duty. • 3 years of either wholesale broker/MGA or carrier experience, excess & surplus lines preferred, • Must be a sales driven “people person” who likes to establish new relationships while learning communication strategies and sales methods., • Energetic, self-motivated, goal oriented, and able to thrive in a team environment., • Strong knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures., • Certificates, Licenses, Registrations: P&C License required. E&S License preferred, but not required., • Must be experienced in Microsoft Suite, and other Windows based software applications., • Ability to quickly learn new programs and applications. What USG has to offer: • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • A week of hands-on, in-person training to meet our corporate team, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package, • Potential for exponential growth in the company Join Us! If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR ACId3u15EA

Job Description Job Title: Tax Manager Greetings from Aspen Talent Solutions! A well-known Florida-based CPA firm that specializes in government, healthcare, and middle-market-technology firms is looking for a Tax Manager for their Ft. Lauderdale, Orlando, or Tampa location. This position requires an individual with strong accounting expertise, efficient team management, and communication skills who can create effective tax plans and collaborate with the accounting and senior leadership teams to identify areas for improvement and potential risks. Candidates must feel comfortable overseeing accurate preparation of tax forms and ensuring compliance with relevant tax laws. This role also involves optimizing reporting procedures and ensuring efficient team operations to achieve compliance objectives. The right candidate will have 5+ years of experience in public accounting. This is a great opportunity for someone who wants to take their accounting career to the next level and grow within an established firm. Job Highlights: Qualifications (Required): • Bachelor's degree in accounting or related field, • Licensed CPA in state of practice, or, if not CPA eligible, Enrolled Agent, • 5+ years of relevant work experience in public accounting, • 5+ years of relevant experience in tax compliance, tax accounting, tax research, and analysis Qualifications (Preferred): • Excellent interpersonal communication (both verbal and written) with clients and team members, • Strong leadership qualities to effectively manage a team of tax professionals, • Motivation to perform well independently, • Analytical skills to interpret financial data, identify tax planning opportunities, and assess tax risks, • Understanding and application of tax laws and regulations (including federal, state, and local tax laws), • Proficiency in tax software and Microsoft Excel Responsibilities: • Manage tax engagements such as tax compliance, tax planning, and tax consulting services within the agreed timelines and budget, • Provide tax consulting and compliance services to a diverse client base in various industry sectors, • Supervise and manage the tax team by providing guidance, training, and support to ensure the team performs its tasks effectively and efficiently, • Communicate with clients to understand their business operations, identify tax planning opportunities, and provide tax advice to minimize tax liabilities and improve tax compliance, • Review tax returns prepared by the tax team to ensure compliance with tax laws and regulations, • Keep up to date with changes in tax laws and regulations to ensure compliance and provide clients with accurate and relevant tax advice Salary and Benefits: • Competitive Pay Structure at All Levels, • Health, Dental, Vision and Life Insurance, • Short and Long-term Disability Insurance, • 401(k) Program with Employer Contribution, • Flexible Spending Account This job description is not intended to be all-inclusive. The employee may be required to perform other duties as assigned by their supervisor or manager. Our client is an equal opportunity employer and welcomes candidates of all backgrounds to apply.

Job DescriptionCompany Description IDIQ is an award-winning company looking for talented individuals to join the team. We are passionate about fostering your unique skills, supporting your career goals and creating an exceptional work environment while providing outstanding solutions that our members trust. IDIQ® is recognized as one of the fastest-growing industry leaders in identity theft protection and credit report monitoring. The IDIQ flagship brand is IdentityIQ®, offering real-time fraud alerts and credit report information to not only protect but also educate consumers. Popular IDIQ brands also include MyScoreIQ® for financial health and protection; Credit & Debt®, a credit and debt education-based membership platform; and IDIQ® Pre-Paid Legal Services℠, a leading provider of voluntary employee benefits. As one of the fastest growing companies in the United States with consecutive spots on the prestigious Inc. 5000 list, we provide award-winning services and a positive work environment. We offer generous benefits such as paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities and more. We also provide our staff with unending free coffee, relaxation rooms, game rooms and company events. We value innovative thinking, excellent communication skills, on-your-feet problem-solving and a penchant for team collaboration. In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs. If you are looking to join a growing company and work among talented peers, we encourage you to apply today! Job Description The Senior Account Executive/Sales Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call. As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds. Key job functions include: • Conduct research to identify and qualify prospective partners beyond leads provided by management., • Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions., • Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners., • Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week., • Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership., • Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM., • Assist marketing entities through the partner activation process., • Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM., • Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations. Additional duties • Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations., • Must follow all company policies and procedures regarding data privacy and protection and data loss prevention., • Regular and predictable attendance is required., • Performs other job-related duties and responsibilities as may be assigned from time to time.Qualifications, • At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations., • Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes., • Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred., • Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills., • Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking. Preferred Skill & Experience: • Strong telephonic and electronic communication skills and etiquette., • Familiarity with CRM systems and practices., • Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process., • Strong customer-focused mindset., • Established track record of reliability and good attendance., • Ability to envision and communicate the big picture in an inspiring way., • Demonstrated ability to quickly and proficiently understand and absorb new information., • Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders., • Collaborative with the ability to structure mutually beneficial partnerships., • Ability to be discrete and maintain confidential information., • Ability to multitask with a high volume of tasks., • Flexibility to handle rapid and frequent change and interest in taking on new tasks., • Thrive in a fast-paced environment and possess a high level of intellectual curiosity., • Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward. Additional Information Position Details: This is a full-time hourly position (40 hours/week). This is an on-site position working in our Tampa, FL, office (4904 Eisenhower Blvd South Suite 100, Tampa, FL 33634). Pay: The pay range for this position is $30.00-$32.00 per hour. The actual compensation offer will carefully consider a wide range of factors including your skills, qualifications, and experience. This position is eligible for incentive compensation. Benefits and Perks: IDIQ makes available comprehensive benefits including: • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Vacation time off (VTO), • Paid sick time (STO), • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants Benefits and Perks: IDIQ makes available comprehensive benefits including • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Paid time off, • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants

Job DescriptionCompany Description IDIQ is an award-winning company looking for talented individuals to join the team. We are passionate about fostering your unique skills, supporting your career goals and creating an exceptional work environment while providing outstanding solutions that our members trust. IDIQ® is recognized as one of the fastest-growing industry leaders in identity theft protection and credit report monitoring. The IDIQ flagship brand is IdentityIQ®, offering real-time fraud alerts and credit report information to not only protect but also educate consumers. Popular IDIQ brands also include MyScoreIQ® for financial health and protection; Credit & Debt®, a credit and debt education-based membership platform; and IDIQ® Pre-Paid Legal Services℠, a leading provider of voluntary employee benefits. As one of the fastest growing companies in the United States with consecutive spots on the prestigious Inc. 5000 list, we provide award-winning services and a positive work environment. We offer generous benefits such as paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities and more. We also provide our staff with unending free coffee, relaxation rooms, game rooms and company events. We value innovative thinking, excellent communication skills, on-your-feet problem-solving and a penchant for team collaboration. In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs. If you are looking to join a growing company and work among talented peers, we encourage you to apply today! Job Description The Senior Account Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call. As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds. Key job functions include: • Conduct research to identify and qualify prospective partners beyond leads provided by management., • Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions., • Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners., • Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week., • Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership., • Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM., • Assist marketing entities through the partner activation process., • Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM., • Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations. Additional duties • Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations., • Must follow all company policies and procedures regarding data privacy and protection and data loss prevention., • Regular and predictable attendance is required., • Performs other job-related duties and responsibilities as may be assigned from time to time.Qualifications, • At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations., • Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes., • Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred., • Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills., • Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking. Preferred Skill & Experience: • Strong telephonic and electronic communication skills and etiquette., • Familiarity with CRM systems and practices., • Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process., • Strong customer-focused mindset., • Established track record of reliability and good attendance., • Ability to envision and communicate the big picture in an inspiring way., • Demonstrated ability to quickly and proficiently understand and absorb new information., • Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders., • Collaborative with the ability to structure mutually beneficial partnerships., • Ability to be discrete and maintain confidential information., • Ability to multitask with a high volume of tasks., • Flexibility to handle rapid and frequent change and interest in taking on new tasks., • Thrive in a fast-paced environment and possess a high level of intellectual curiosity., • Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward. Additional Information Position Details: This is a full-time hourly position (40 hours/week). This is an on-site position working in our Tampa, FL, office (4904 Eisenhower Blvd South Suite 100, Tampa, FL 33634). Pay: The pay range for this position is $30.00-$32.00 per hour. The actual compensation offer will carefully consider a wide range of factors including your skills, qualifications, and experience. This position is eligible for incentive compensation. Benefits and Perks: IDIQ makes available comprehensive benefits including: • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Vacation time off (VTO), • Paid sick time (STO), • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants Benefits and Perks: IDIQ makes available comprehensive benefits including • Medical: 100% of base benefits for employees and 50% for dependents, • Dental: 50% for of base benefits for employees and dependents, • Vision: 50% for of base benefits for employees and dependents, • $25,000 company paid life insurance, • Short-term disability, • Long-term disability, • 11 paid holidays, • Paid time off, • 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants

Job DescriptionWe have a new partnership with a growing, top-rated Tampa, FL CPA and business advisory services firm looking for a high caliber Tax Manager. This regionally based CPA firm helps businesses in industries of logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships. If you are looking for a great role that provides growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, reach out and apply to us today. This opportunity also has a partner track as a growing area firm, that is rapidly adding new clients in the area. Responsibilities & Duties: • Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses., • Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities., • Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees, • Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients, • Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics), • 4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role., • CPA preferred and or CPA in progress and ability to sit for CPA relatively soon, • Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm), • Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters), • Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements, • Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations Salary and Benefits: • $120,000-$160,000 salary per year +bonus + LTIP, • PTO, generous Policy, • Medical / Health Insurance employee subsidized, • 401(k), • Dental HMO Plan, • Full time, • Hybrid and remote options can be established If not, still email your resume to us and we can also see what else may be of interest as our roles come in often and we may have a different role you like.- Andrew