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Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Company parties, • Paid time off You May Be a Great Fit as a Multiline Manager at Mike Walsh - State Farm Agent If: • You’re the person people rely on when life gets complicated, staying calm and steady while helping customers and supporting office operations., • You genuinely care about your community and want to make a positive impact on the people around you., • You’re a natural relationship-builder who earns confidence quickly and keeps it., • You listen first, then guide, making customers feel understood while confidently providing options., • You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident customer decisions that truly help customers.Location Address: 2631 Merrick Rd Bellmore, NY 11710 At Mike Walsh - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us. Seeking a proactive and organized Multiline Manager to join the team. This role focuses on supporting customers across multiple product lines and contributing to the overall success of the business through relationship management, outreach, and team coordination. Primary Responsibilities • Engage with new and existing customers to discuss available product options., • Assist customers in reviewing insurance and financial service offerings., • Coordinate daily operations across multiple business areas to help meet office objectives., • Monitor performance metrics and support ongoing marketing efforts., • Contribute to team development through communication, coaching, and collaboration., • Participate in community activities that build local awareness of the agency.Qualifications, • Experience in the insurance industry with proven cross-sell results, • Strong communication and leadership abilities., • Experience managing or coordinating within a business or customer service setting., • Organized, dependable, and able to manage multiple priorities., • Interest in professional growth within an agency environment., • Must possess or be able to obtain necessary state insurance licenses.

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. 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 over 175 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. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If 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, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents 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. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects 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 12months ending December 31, 2023. Individual 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 $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

About the Company 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. Office located in Rosedale NY About the Role As a Financial Services Professional, you will: Responsibilities • 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 Qualifications What makes a great Financial Services Professional? Required Skills • 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 Preferred Skills What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for 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 Pay range and compensation package Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. Equal Opportunity Statement 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: _

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 study programs for 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.comBankers 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 study programs for 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

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, 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 requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus 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 we do 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,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 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 over 175 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 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. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

About the Company 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 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: _ About the Role As a Financial Services Professional, you will: Responsibilities • 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 Qualifications • Self-motivation to connect with company provided sales leads and network with new clients Required Skills • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Preferred Skills • None specified Pay range and compensation package • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for 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 Equal Opportunity Statement Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.

JOB SUMMARY As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. JOB DESCRIPTION Tax Preparation • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.), • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes, • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities • May supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 3 – 6 years of relevant experience, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, • Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, 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 requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus 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 we do 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,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 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 over 175 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure 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, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If 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, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 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. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

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.

Noodle is higher education’s leading strategy, services, and technology partner. We develop infrastructure, provide life-changing learning experiences, and grow the awareness of and the enrollment in some of the best academic institutions in the world. Our vision is “to empower universities to change the world.” We achieve this vision by offering our university partners various products and services that help them be more resilient, responsive, efficient, and interconnected. We’re looking for a Prompt Systems Engineer to sit at the intersection of AI capability and educational effectiveness. You will own the design, testing, and continuous improvement of the prompts and system instructions that power Noodle’s AI agents across enrollment, learning, and student support use cases. This is a hands-on, high-impact role. You’ll work directly with product managers, learning designers, university stakeholders, and engineers to translate operational and pedagogical goals and business requirements into agent behavior — and you’ll build the evaluation frameworks to prove that behavior is working. Prompt Design & Engineering • Write, iterate, and maintain system prompts and instruction sets for Noodle’s AI agents focused on students enrollment, learning, and retention, • Translate complex educational and operational requirements into clear, reliable agent behavior — including persona definition, tone, scope constraints, fallback handling, and multi-turn conversation logic, • Design prompt architectures for multi-step and chained agent workflows, including RAG-augmented agents that draw from program-specific knowledge bases, • Collaborate with the engineering team to configure and deploy agents through Noodle’s AI orchestration platform, including primary prompts, secondary context, knowledge base attachments, and embed definitions, • Create the learner experiences defined by “three-way” chat between the learner, a campus or Noodle support staff member, and that staff member’s AI assistant Evaluation & Quality • Build and maintain evaluation frameworks to measure agent accuracy, tone, hallucination rate, task completion, and alignment with rubric-based learning objectives, • Use Langfuse (Noodle’s LLM observability platform) to monitor prompt performance in production, identify regressions, and prioritize prompt improvements, • Design red-teaming and adversarial testing protocols to surface edge cases and failure modes before agents reach students, • Establish prompt versioning practices and maintain a library of tested, reusable prompt components Collaboration & Enablement • Partner with Noodle teammates and university stakeholders to design, build, and test agents — translating learning objectives, operational flows, rubric assessments, and more into prompt-level agent instructions, • Work with enrollment and student success teams to tune companion agents for specific programs and university partner contexts, • Contribute prompt engineering guidelines and best practices documentation for internal teams who configure their own agents on Noodle’s AI orchestration platform, • Stay current with model capability changes across OpenAI, Anthropic, and other providers integrated into Noodle’s stack, and proactively surface opportunities or risks, • Perform other duties as assigned, • 2+ years of experience designing and iterating on prompts for LLM-powered applications in a production environment, • Deep familiarity with prompt patterns: few-shot examples, chain-of-thought, system vs. user roles, output formatting constraints, tool-use prompting, and RAG integration, • Strong written communication — you can write clearly, precisely, and persuasively, because that’s the core of the job, • Experience building and running prompt evaluations: defining metrics, writing test cases, and interpreting results to make improvement decisions, • Comfort working across disciplines — you can hold a conversation with an engineer about context windows and with a faculty member about Bloom’s Taxonomy, • Experience with LLM observability tools (Langfuse, Weights & Biases, or similar), • Familiarity with LTI (Learning Tools Interoperability) and how AI tools plug into LMS platforms like Moodle, Canvas, or Instructure, • Experience with voice agents or multimodal prompting, • Comfort reading and writing basic code (JavaScript, Python) to support prompt automation and testing pipelines, • Knowledge of OpenAI, Anthropic, or other model provider APIs, • Ability to thrive in ambiguity and iterate quickly based on user feedback, • Ability to work effectively in dynamic, rapidly changing, team-based environment, • Work from our beautiful NYC office OR the comfort of your home office!, • Computer and charger on us!, • 401(k) with company match, plus equity opportunities, • Medical, dental, and vision insurance for you and your family (including mental health benefits like Headspace and Talkspace), • Employer-paid life and disability insurance, • Optional voluntary coverage, including supplemental life, accident, critical illness, and hospital insurance, • Health Savings Account (HSA), Flexible Spending Accounts (FSA), and commuter benefits, • Pre-tax benefit options that help you save on eligible healthcare, dependent care, and commuting expenses, • Employee Assistance Program (EAP), • Paid parental leave, • Wellness initiatives and resources, • Free subscription to the Calm app, • Employee discount program, • 4 weeks of paid vacation + 10 paid holidays + paid sick leave, • Monthly mobile connectivity stipend, • Annual education stipend for lifelong learning, • Growth opportunities - we pride ourselves on creating environments where employees can be themselves and grow within and around the company $100,000 - $120,000 a yearEligibility Requirements:This position is based in the United States, and applicants must be legally authorized to live and work in the United States. Employees are required to reside within the United States for the duration of their employment. At Noodle, we hire people who will help us change the future of online education. Even if you don't think you check off every bullet point on this list, we still encourage you to apply! We value both current experience and future potential. Noodle is committed to creating a welcoming and inclusive workplace for everyone. We value and celebrate our differences because those differences are what make our team shine. We hire great people from different backgrounds, not just because it's the right thing to do, but because it makes us stronger as a whole. Women, people of color, LGBTQIA2S+ individuals, and members of other underrepresented groups are strongly encouraged to apply. Noodle is an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, or veteran status. 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 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 Job description: Summit Health Advisors is seeking motivated and energetic TeleSales Representatives to join our growing team. You’ll be responsible for connecting with prospects over the phone, handling warm INBOUND leads, entering CRMS, follow ups. HELPING PEOPLE ! FEEL GOOD SALES! What You’ll Do • Handle inbound calls from warm leads using our dialer system, • Engage with prospects and qualify interest in health insurance, • Create trust and relationships with life time customers, • Meet daily and weekly sales and quality goals, • Accurately document call outcomes in CRM What We’re Looking For • Strong phone presence and communication skills, • Ability to remain upbeat, professional, and persistent, • Coachable and eager to improve, • Prior call center or sales experience preferred but not required Calling all Independents that are licensed that want to start selling! Stay busy SELLING all DAY not waiting for the next lead. Compensation & Benefits • Base Pay + Commissions, • Performance bonuses based on sales metrics, • Room for advancement and training provided STARTING AVERAGE SALARY 75K! If you are a true sales person you will make 6 figures! OPPORTUNITY FOR IMMEDIATE GROWTH! SHOWCASE YOUR LEADERSHIP SKILLS! Job Type: Full-time Benefits: • Paid time off Experience: • Phone sales: 1 year License/Certification: • Health Insurance License (Required) Work Location: Melville \nCompany Description Summit health advisors has been in business for the past year. As a Medicare start up we have gotten out feet off the ground and gotten contracted with over 6 carriers and offer over 10 different products for our agents to get paid off of making income goals more than achievable Summit health advisors has been in business for the past year. As a Medicare start up we have gotten out feet off the ground and gotten contracted with over 6 carriers and offer over 10 different products for our agents to get paid off of making income goals more than achievable

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $75,000 - $100,000 yearly Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds, • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures Qualifications: • Required to effectively network to identify potential new clients, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Relationship management skills are required We’re looking for people who possess the following characteristics: • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation: $70,000 - $100,000 Responsibilities: • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales, • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders, • Remain updated about insurance industry changes that may affect customers in your portfolio, • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals Qualifications: • Job seekers must already have or be willing to get an insurance license, • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus, • Basic computer skills including proficiency with Microsoft Office suite is required, • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders, • Basic understanding of sales lead or accounting software is helpful About Company We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description ???? CUSTOMER EXPERIENCE ADVOCATE / CUSTOMER RELATIONS AGENTWestbury Jeep Chrysler Dodge Ram | VIP Automotive Group ???? Westbury, NY ???? Full-Time | Monday – Friday | 9:00 AM – 6:00 PM ???? $42,000 – $59,000 Per Year | Based on Experience ???? JOIN THE SERVICE TEAM AT WESTBURY JEEP! Westbury Jeep Chrysler Dodge Ram, a proud member of the VIP Automotive Group, is seeking a Customer Experience Advocate / Customer Relations Agent to join our busy and growing Automotive Service Department. This is a customer-focused position responsible for helping ensure every customer receives an exceptional experience from the moment they arrive for service through follow-up after their visit. If you are a customer service professional, service receptionist, customer relations representative, BDC representative, CSI representative, or automotive dealership professional who enjoys working with people and building customer relationships, we want to hear from you! ⭐ THE ROLE As a Customer Experience Advocate, you will play a key role in customer satisfaction, CSI performance, service follow-up, customer retention, and overall dealership customer experience. You will work closely with the Service Department, Service Advisors, and Management Team to identify customer needs, gather feedback, resolve concerns, and help create a positive and professional service experience. ???? ESSENTIAL DUTIES & RESPONSIBILITIES Ensure all service customers are contacted daily regarding their customer experience and CSI. Conduct customer satisfaction and CSI follow-up calls following service visits. Follow up with customers regarding completed repair orders and overall service experience. Contact customers from deposition and customer feedback reports to gather information and identify opportunities for improvement. Make lease retention calls to existing customers. Conduct unsold follow-up calls and assist with customer retention opportunities. Greet and welcome customers entering the dealership's service department. Direct customers to the appropriate Service Advisor, waiting area, refreshments, or dealership resources. Help maintain a welcoming, professional, and customer-friendly service environment. Listen carefully to customer feedback and identify opportunities to improve their experience. Escalate customer concerns to the appropriate Service Manager or dealership management when necessary. Organize and participate in CSI / Customer Satisfaction meetings with dealership staff and management. Track customer feedback and assist management in identifying recurring customer service issues. Support dealership goals for CSI, customer retention, response rates, and fixed-first-visit performance. Work collaboratively with Service Advisors and other dealership departments. Maintain a professional appearance and represent Westbury Jeep and VIP Automotive Group positively at all times. Perform other duties as assigned by management. ???? CUSTOMER EXPERIENCE & CSI GOALS The Customer Experience Advocate helps support key automotive service department performance goals, including: Customer Satisfaction Index (CSI) Customer response rates Customer retention Service follow-up Fixed First Visit (FFV) Customer communication Lease retention Unsold customer follow-up Service department customer experience ???? WHAT WE'RE LOOKING FOR The ideal candidate is a people person who enjoys creating positive customer experiences and is comfortable communicating with customers by phone and in person. Qualifications: Previous customer service, automotive dealership, BDC, call center, receptionist, service department, or customer relations experience preferred. Excellent verbal and written communication skills. Strong telephone and follow-up skills. Professional, friendly, and approachable personality. Strong listening skills and the ability to ask effective questions. Ability to handle customer concerns professionally and calmly. Highly organized with strong attention to detail. Ability to multitask in a fast-paced automotive dealership environment. Self-motivated, dependable, and team-oriented. Comfortable making a high volume of customer follow-up calls. Strong computer and data-entry skills. Ability to maintain a professional business appearance. A positive, go-getter attitude and commitment to exceptional customer service. ???? WHY JOIN VIP AUTOMOTIVE GROUP? VIP Automotive Group is known for exceptional leadership, a customer-first culture, professional development, and opportunities for career advancement. Our mission is to empower and engage our team to deliver an exceptional automotive experience with our valued customers in a fulfilling environment. Benefits Include: Medical & Dental Insurance Vision Benefits 401(k) Retirement Plan with Company Match Paid Time Off Vacation, Sick & Personal Days Paid Holidays Life & Disability Insurance Employee Vehicle, Parts & Service Discounts Employee & Family/Friends Discount Programs Recognition Programs & Annual Awards Professional Development & Training Career Advancement Opportunities ???? BUILD YOUR CAREER WITH WESTBURY JEEP! If you have experience in customer service, automotive service, CSI, BDC, customer relations, service reception, call center operations, or dealership customer experience, this is an excellent opportunity to join a growing automotive organization. Apply today for the Customer Experience Advocate / Customer Relations Agent position at Westbury Jeep Chrysler Dodge Ram and become part of the VIP Automotive Group team!

Job DescriptionBenefits: • Simple IRA, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Bonus based on performance, • Competitive salary ABOUT OUR AGENCY: I’ve had a fulfilling 20-year career as a State Farm Agent and I am always excited to welcome team members who are passionate about this industry - especially those aspiring to become agents themselves. Our agency is proud to be recognized for its excellence, and we foster a professional yet fun environment centered on continued growth and learning. Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. We’re also committed to giving back, I volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, we’re proud to serve our neighbors across Long Island and the greater New York City area. If you’re growth-minded, community-focused, and ready to build a meaningful career, we’d love to hear from you. RESPONSIBILITIES: • Train and coach new and existing sales representatives on core insurance products and services., • Work with both in person and remote sales representative, • Assist the Agent to set and execute agency productions goals, • Handle customer inquiries and provide timely responses., • Track sales representatives sales and activities., • Develop coachable strategies to present products and bundle packages to customers and identify sales opportunities., • Hold sales representatives accountable for submitting 20-25 new business applications and/or $25000 in premium each monthQUALIFICATIONS:, • Two years of direct State Farm sales experience, • Currently licensed with Property & Casualty and Life, Accident & Health, • Detail-oriented and able to multitask., • Education: High school diploma required, college graduate preferred., • Prior sales experience and sales training preferred., • Ideally looking for candidates in Nassau, Suffolk or Queens counties.

Job Description Career Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Job Description At Massage Envy Merrick, we encourage your passion, empower your growth, and value YOU. Day-to-Day: • Perform quality, therapeutic bodywork that meets clients' needs, • Communicate with clients to identify their needs and set clear expectations, • Stay connected to clients throughout each session to achieve the goals of each service, • Recommend follow-up visits and additional services to help clients pursue their wellness goals Benefits of Joining Us • Free AMTA membership with professional liability insurance., • Aflac benefits for part and full-time employees., • Health, dental, and vision insurance for full-time employees., • 401(K) plan available for all employees., • Paid sick time and a flexible schedule. Qualifications • Must have a valid Massage Therapy License., • High school diploma or equivalent., • Pass a background and reference check. Culture & Support: • Trained leadership that is invested in YOUR success, • A self-care program that gives you the tools to prolong the career you love, • Exclusive massage mediums formulated with clients AND therapists in mind, • A front desk team dedicated to scheduling appointments and up-keeping treatment rooms, • A caring, supportive community of other skilled wellness professionals that share knowledge Are you a Licensed Massage Therapist (LMT) looking to take your career to the next level? Do you want to focus more on massage therapy and less on bookkeeping? Join our team and get the support you need to grow your career and do more of what you love. Apply today – we can’t wait to meet you! *ME SPE Franchising, LLC (“ME SPE”) is a national franchisor of independently owned and operated franchised locations. The franchisee for each individual franchised location, not ME SPE, Massage Envy Franchising, LLC (“MEF”), or any of their affiliates, is the sole employer for all positions posted for a location, and each franchisee is not acting as an agent for ME SPE, MEF, or any of their affiliates. Hiring criteria, benefits and compensation are set by each franchisee and vary by location. MT-NYNN

Job DescriptionBenefits: • Simple IRA, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Bonus based on performance, • Competitive salary ABOUT OUR AGENCY: I’ve had a fulfilling 20-year career as a State Farm Agent and I am always excited to welcome team members who are passionate about this industry - especially those aspiring to become agents themselves. Our agency is proud to be recognized for its excellence, and we foster a professional yet fun environment centered on continued growth and learning. Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. We’re also committed to giving back, I volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, we’re proud to serve our neighbors across Long Island and the greater New York City area. If you’re growth-minded, community-focused, and ready to build a meaningful career, we’d love to hear from you. RESPONSIBILITIES: • Train and coach new and existing sales representatives on core insurance products and services., • Work with both in person and remote sales representative, • Assist the Agent to set and execute agency productions goals, • Handle customer inquiries and provide timely responses., • Track sales representatives sales and activities., • Develop coachable strategies to present products and bundle packages to customers and identify sales opportunities., • Hold sales representatives accountable for submitting 20-25 new business applications and/or $25000 in premium each monthQUALIFICATIONS:, • Two years of direct State Farm sales experience, • Currently licensed with Property & Casualty and Life, Accident & Health, • Detail-oriented and able to multitask., • Education: High school diploma required, college graduate preferred., • Prior sales experience and sales training preferred., • Ideally looking for candidates in Nassau, Suffolk or Queens counties.

Job Description LOCAL CANDIDATES ONLY: Applicants must currently reside within commuting distance of our Melville, NY office. This is an in-office position. Candidates seeking to relocate to the area will not be considered. Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Compensation: $80,000 - $125,000 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 178 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 long-term success for our clients. Awards & Accolades... We’re proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s) We’re proud of our position in the industry. Training Magazine 2021: Top Companies for Learning and Development Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development Job Title: Sales Representive/ Fronter Job Location: In person/ In office , Melville NY Job Type: FULL-TIME (M-F 8:30 am - 6pm) We are seeking a motivated and personable Sales Representative (Fronter) to serve as the first point of contact for prospective health insurance clients. In this role, you will engage with inbound and outbound leads, identify their level of interest, and qualify individuals who are genuinely seeking health insurance coverage. Qualified and serious prospects are then seamlessly transferred to a licensed sales agent to complete the enrollment process. This position is ideal for individuals looking to start a career in sales or insurance, with opportunities for advancement into a licensed sales role. Key Responsibilities • Make outbound calls and/or handle inbound inquiries from potential health insurance customers, • Engage prospects in friendly, professional conversations to understand their needs and intent, • Ask qualifying questions to determine eligibility, interest level, and readiness to enroll, • Clearly explain the next steps in the health insurance enrollment process (without selling or advising on plans), • Identify and filter out uninterested, unqualified, or non-serious leads, • Accurately document call outcomes and customer information in the CRM system, • Warm-transfer or schedule qualified, serious prospects with licensed sales agents, • Maintain compliance with company policies, call scripts, and data privacy standards, • Meet or exceed daily and weekly activity and qualification targets What This Role Is Not • No closing of sales, • No quoting, recommending, or enrolling in insurance plans, • No license is required for this role Qualifications: • Strong communication and listening skills, • Comfortable speaking on the phone for extended periods, • Ability to build quick rapport and handle objections professionally, • Organized, reliable, and goal-oriented, • Basic computer skills, • Previous call center, customer service, or sales experience is a plus but not required Preferred Traits: • Positive attitude and strong work ethic, • Coachable and eager to learn, • Ability to stay focused and productive in a fast-paced environment, • Interest in growing into a licensed health insurance agent role, • SPANISH SPEAKING IS A PLUS!!!! Compensation & Growth opporunities: • Base pay + performance-based bonuses (per qualified transfer), • Paid training provided, • Clear career path to become a Licensed Health Insurance Sales Agent for top performers What to expect: • Office envorment/ call center, • Music playing throughout the day., • High energy enviornment, • Weekly Pay; Every friday

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development Job Title: Sales Representive/ Fronter Job Location: In person/ In office , Melville NY Job Type: FULL-TIME (M-F 8:30 am - 6pm) We are seeking a motivated and personable Sales Representative (Fronter) to serve as the first point of contact for prospective health insurance clients. In this role, you will engage with inbound and outbound leads, identify their level of interest, and qualify individuals who are genuinely seeking health insurance coverage. Qualified and serious prospects are then seamlessly transferred to a licensed sales agent to complete the enrollment process. This position is ideal for individuals looking to start a career in sales or insurance, with opportunities for advancement into a licensed sales role. Key Responsibilities • Make outbound calls and/or handle inbound inquiries from potential health insurance customers, • Engage prospects in friendly, professional conversations to understand their needs and intent, • Ask qualifying questions to determine eligibility, interest level, and readiness to enroll, • Clearly explain the next steps in the health insurance enrollment process (without selling or advising on plans), • Identify and filter out uninterested, unqualified, or non-serious leads, • Accurately document call outcomes and customer information in the CRM system, • Warm-transfer or schedule qualified, serious prospects with licensed sales agents, • Maintain compliance with company policies, call scripts, and data privacy standards, • Meet or exceed daily and weekly activity and qualification targets What This Role Is Not • No closing of sales, • No quoting, recommending, or enrolling in insurance plans, • No license is required for this role Qualifications: • Strong communication and listening skills, • Comfortable speaking on the phone for extended periods, • Ability to build quick rapport and handle objections professionally, • Organized, reliable, and goal-oriented, • Basic computer skills, • Previous call center, customer service, or sales experience is a plus but not required Preferred Traits: • Positive attitude and strong work ethic, • Coachable and eager to learn, • Ability to stay focused and productive in a fast-paced environment, • Interest in growing into a licensed health insurance agent role Compensation & Growth opporunities: • Base pay + performance-based bonuses (per qualified transfer), • Paid training provided, • Clear career path to become a Licensed Health Insurance Sales Agent for top performers What to expect: • Office envorment/ call center, • Music playing throughout the day., • High energy enviornment, • Weekly Pay; Every friday

Job Description Job Description: NICRIS Capital Co. is seeking a Licensed Customer Service Representative(CSR) to work in their Plainview office supporting an Insurance Agency affiliate. The CSR is an integral part of the daily agency operation and will be working with the Supervising Agent and Producers. In addition to core administrative functions the CSR will be expected to coordinate daily office functions, greet visiting clients and assist with prospect inquiries. Responsibilities: • Participate in the insurance sales process thorough cross selling, endorsement processing and telemarketing., • Address client needs and concerns via phone, email, mail, and social media., • Approach potential clients through traditional outreach efforts such as by organizing mailings or phone solicitation introducing the Agency and the sales team., • Assist policyholders to initiate or settle claims., • Contact customers to obtain and verify appointments., • Greet customers warmly and ascertain problem or reason for calling., • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Qualifications: · Multi lingual, ability to converse in Spanish ++ · NYS Licensed P&C or Personal Lines · Advanced computer skills for applications that focus around social media and business productivity tools(i.e. MS Excel, Word, Power Point) · Organized and detail oriented · Prior experience with Salesforce or other CRM systems · College Degree or in process of obtaining preferred For more information or to see if this is an opportunity for you please email HR at Nicriscapital dot com with a copy of your resume or visit www.nicrisinsurance.com . \nCompany Description NICRIS Capital Co. Inc, focuses on investing and developing businesses that serve local communities and where it can leverage its expertise in preparing businesses for aggressive growth and realignment. With a concentration on building from the ground up, the firm’s Principal also has over 3 decades in business management and financial services consulting. This unique skillset positions NICRIS Capital across a broad spectrum of opportunities that adapt to a wide array of both public and private companies including local businesses. NICRIS Capital Co. Inc, focuses on investing and developing businesses that serve local communities and where it can leverage its expertise in preparing businesses for aggressive growth and realignment. With a concentration on building from the ground up, the firm’s Principal also has over 3 decades in business management and financial services consulting. This unique skillset positions NICRIS Capital across a broad spectrum of opportunities that adapt to a wide array of both public and private companies including local businesses.

Cellular Sales: Cellular Sales is Growing! Average and High-End Sales Consultants earn $52000 – $94000 +/ year Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company that provides a rewarding career with a family atmosphere. You bring the desire to achieve and an exceptional attitude. Cellular Sales will provide benefits, development, and a culture that values diversity and inclusion. Are you ready to take control of your income and represent the best? We’re Verizon’s premier retail partner and have received multiple Agent of the Year awards. With nearly 800 stores across 40 states, we have 30-year reputation for providing unmatched in-person customer experiences. We’re always expanding and looking for smart, driven, positive people to join our team of 7,000+. Why Join Cellular Sales Our wireless sales consultants help others connect, work, watch, game, and stream with the latest devices. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected. We listen to their concerns, and make sure they leave informed and satisfied with their visit. For the communities we serve, we get to actively build relationships and trust. What We Offer We give you the tools and support to succeed, along with great incentives to perform well and continue improving. Here’s what you’ll get when you join us: • Life-Changing Income: The highest commissions in the industry, • First rate health benefits: Including health/vision/dental, and life insurance., • Security for your future: 401(k) with ROTH option to save for retirement., • Performance Incentives: Top performers receive trips, gifts, and prizes., • Growth and Development: Gain invaluable knowledge, insight, and mentorship from our experienced sales leaders, • Advancement Opportunities: We promote from within and encourage growth, • Outstanding Company Culture: A healthy community that fosters collaboration and mutual success, • Community Involvement: Impact the lives of people where you live through local events and volunteering Responsibilities As a sales Consultant, you will service the customer’s needs, make recommendations based on their specifications. • Develop new consumer and business accounts, • Provide outstanding service during and after the sale, • Recommend changes in products and services, • Stay current on the newest technology products and services What We Are Looking For • Driven, enthusiastic people with a positive attitude, • Willingness to learn and utilize proven techniques to grow your business, • Effective verbal, written, and interpersonal skills, • Self-motivated to successfully manage responsibilities, • Strong negotiating and follow-up skills, • Understanding of new technology products and services If you’re eager to learn and implement our proven techniques to grow your career, have previous experience in customer-facing roles, and have reliable transportation, let’s talk. Opportunity awaits, apply today! Internal Use Only: #LI-CSOK

Competitive Hourly Pay / Health-Dental-Vision / 401k match / PTO / Monthly internet stipend - As a Customer Service Agent, you will: Provide exceptional customer service over the phone and through electronic communication; Troubleshoot and resolve customers' insurance inquiries and concerns; Act as

Remote working/work at home options are available for this role.

Remote working/work at home options are available for this role.

As a Customer Service Representative - State Farm Agent Team Member with Kevin Dignam - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. State Farm agents' employees are not employees of State Farm. I have been

State Farm Independent Contractor Agent Position.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance an

If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. State Farm agents'

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Responsibilities inc

Bilingual Account Manager (Spanish/English). A successful State Farm Insurance Agent, Charmaine Robin, is seeking an outgoing, career-oriented, bilingual professional to join their team. Must be fluent in both Spanish and English.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Responsibilities include: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed., • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required qualifications include: • Successful completion of the H&R Block Tax Knowledge Assessment 1, • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns, • Experience working in a client facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent required Preferred qualifications include: • Bachelor's degree in accounting, finance or a related field, • 5+ years of experience in tax preparation, accounting, finance, bookkeeping, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential, • Experience completing complex returns, tax planning, audit support, or tax notice resolution, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. Pay range information: $17.00 - $80.00/Hr.

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. We're in search of a dynamic HR professional that enjoys pursuing ambitious goals and winning with a team to join us as a HRBP. In this role, you will be a proactive liaison between HR and the business. These HR professionals are expected to develop a deep understanding of the business and ensure that HR helps the business make an impact. You'll serve as an informed and trusted advisor and change agent, supporting organizational goals and employee engagement. This role requires solid business acumen, effective interpersonal skills, and a willingness to learn and determination to drive HR strategies that support a high-performance culture. Responsibilities: • Identify the most pressing talent opportunities and challenges for respective client group(s) and ensure the workforce implications are reflected in business plan., • Inform HR priorities; evaluate demand for new or adjusted HR offerings from business or trends., • Execute existing and new HR solutions and capabilities., • Partner on hiring and development and advancement of team members; this includes working with hiring managers and Talent Acquisition to fill open positions, onboard new hires and build strong pipelines., • Explore external trends in the marketplace and make recommendations on how those could affect internal employees., • Take a proactive approach to Employee Relations, and make recommendations by providing guidance, interpreting policy and issue resolution., • Work with leadership and the broader HR community to develop and execute HR strategies that support the successful integration of organizational changes, including strategic, structural, technological, and people-oriented changes., • Help manage change and uncertainty among employees, providing guidance and support throughout transitions. This involves communication, alignment, and employee involvement to facilitate the change journey., • Facilitate cultural integration processes by identifying cultural differences, fostering open dialogue, and implementing activities to build a cohesive and inclusive environment., • Actively participate in ensuring smooth and efficient onboarding for new hires and offboarding experiences for departing employees., • Focus on retaining key talent by identifying critical individuals and implementing strategies to keep them motivated and committed to the organization. This might involve recommending retention plans, compensation changes, and growth opportunities., • Help identify and develop high-potential employees, and work with key partners to ensure there are leaders in place to fill critical roles in the future., • Collaborate with managers to create career development opportunities for employees, fostering a culture of growth and advancement., • May also be involved in designing and delivering training programs to enhance employee skills and knowledge., • Help managers implement performance management systems, ensuring that employees are regularly evaluated and given feedback., • Maintain transparency and open communication channels to keep employees informed, address concerns, and manage expectations to minimize anxiety and build trust., • Acts as a steward of the organization's HR policies and procedures. These responsibilities encompass a wide range of tasks, including gathering feedback and running audits to keep HR data and services effective and efficient., • Act as and informed advisor to leaders, providing coaching and support as they navigate the complexities and lead their teams through change., • Foster collaboration, cross-functional partnerships, and professional networking within the HR function and across the broader organization., • Listen to the problems of the business, challenge business leader assumptions, inform and/or educate leaders about the talent implications of decisions, and then recommend alternate explanations and ideas., • Reprioritize actions for immediate implementation of ad-hoc topics or assignments. Requirements: • Bachelor's degree in human resources, Business Administration, or related field; or a recognized equivalent combination of education and experience., • 5 or more years in progressive HR with geographically distributed employee populations, • 1 or more years supporting customer experience functions (client and account management, customer service, claims management, etc.), • Working knowledge of HR best practices, employment law, and organizational behavior, • Learning or have some practice or experience facilitating workforce planning processes, • Familiarity with facilitating talent management processes, such as talent reviews and succession planning, • Demonstrated ability to influence stakeholders, build strong cross-functional relationships, and communicate effectively with employees, leaders, and executives at all levels of an organization, • Proven experience managing moderate to high complexity employee relations issues and driving change, • Demonstrated problem-solving, analytical, and decision-making skills, • Experience in a fast-paced, high-growth, or matrixed environment preferred Preferred Qualifications: • SHRM-SCP, SPHR, or equivalent HR certification, • Experience working in Finance or Insurance industry, • Familiarity with Workday, • Proficiency in Microsoft products (PP, Excel, Word, Teams, etc.) Pay Details: The base compensation range for this position is $84,405 - $142,743. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits: We also offer our employees a comprehensive suite of benefits and perks, including: • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time., • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription., • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs., • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage., • and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

As a State Farm team member for Brian Gill - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position is with a State Farm independent contractor agent, not with State Farm Insurance

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As a Insurance Staff Position - State Farm Agent Team Member with Sonny Sahni - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, you’ll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. You’ll have the opportunity to develop professionally while contributing to the agency’s success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. RESPONSIBILITIES: • Generate leads and actively pursue new business opportunities., • Educate clients about insurance products and recommend appropriate coverage options., • Foster strong client relationships through regular follow-ups and proactive communication., • Maintain accurate client records and manage policy updates efficiently.QUALIFICATIONS:, • Excellent communication and relationship-building abilities., • Experience in sales or customer service preferred., • Goal-oriented and motivated by achieving measurable results., • Ability to manage multiple priorities and work effectively in a fast-paced environment., • Bilingual Spanish preferred.

Job DescriptionBenefits: • Health insurance, • 401(k), • Competitive salary, • Paid time off, • Training & development, • Flexible schedule Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Valuable experienceRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Excellent interpersonal skills, • Self-motivated, • Bilingual - Spanish preferred, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Life and Health license (must have currently) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job Description Paul D'Arienzo - State Farm Agency, located in Deer Park, NY has an immediate opening for a full-time Licensed Insurance Sales Professional. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future. If you have experience in the insurance industry, I invite you to apply for the position in my office. Only candidates who meet the following criteria will be considered for this role: 1. Must have State Farm experience. 2. Must have an active Property and Casualty insurance license. 3. Must be able to make the commute to our agency location in Deer Park, NY. This is an in-office position. Responsibilities include but not limited to: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services, • Establish customer relationships and follow up with customers, as needed, • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification What we provide: • Starting base $25 per hour based on experience - salary negotiable, • Generous Commission, • Paid Time Off (vacation and personal/sick days), • Health insurance stipend, • Valuable experience, • Growth potential/Opportunity for advancement within my office Requirements: • Recent State Farm experience (required), • Property & Casualty license (required), • Life & Health license (required), • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Self-motivated, • Ability to multi-task, • Ability to effectively relate to a customer If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job Description Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Compensation: $100,000 commission-based plus bonus training allowance if you qualify Compensation: $100,000 commission-based Responsibilities: • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders, • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales, • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met, • Remain updated about insurance industry changes that may affect customers in your portfolio, • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Fundamental computer skills such as experience with Microsoft Office, • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole, • Bachelor’s degree preferred; high school diploma mandatory, • Working knowledge of accounting and sales lead software is a plus, • Job seekers must already have or be willing to get an insurance license About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job DescriptionBenefits: • Opportunity for advancement, • Paid time off, • Training & development, • Bonus based on performance, • Competitive salary ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Sonny Sahni - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist customers with policy applications and renewals., • Handle customer inquiries and provide timely responses., • Maintain accurate records of customer interactions.QUALIFICATIONS:, • Communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred., • Bilingual Spanish preferred.

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job DescriptionBenefits: • Opportunity for advancement, • Paid time off Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: As Account Representative for Kevin Dignam - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs., • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Promote successful and long-lasting customer relations.QUALIFICATIONS:, • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred., • Experience in managing customer relationships preferred., • Interest in marketing products and services based on customer needs., • Communication skills - written, verbal, and listening., • Dedicated to customer service., • Able to anticipate customer needs., • Able to effectively relate to customers., • Property & Casualty license.

Job Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources in training you to be a successful insurance sales representative! Compensation: $120,000+ at plan earnings Responsibilities: • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders, • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients, • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders, • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs Qualifications: • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations, • Valid insurance license required or candidates must be willing to get licensed, • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs, • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful, • Experience using accounting or sales-related software is beneficial Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. Willingness to obtain necessary licenses (SIE, Series 63, Series 7) About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job DescriptionBenefits: • Paid time off, • Competitive salary, • 401(k) matching, • Health insurance Position Overview: Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Detail oriented, • Ability to make presentations to potential customers, • Bilingual - Spanish preferred, • Property and Casualty license (must be able to obtain), • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Life and Health license (must have currently)If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job DescriptionBenefits: • Paid time off, • Competitive salary, • Health insurance, • Training & development, • 401(k) Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Hiring Bonus up to $Requirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.