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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment., • Hours per Week: 40 Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description Founded in 1994, Mindex is a software development company with a rich history of demonstrated software and product development success. Our three divisions – Cloud, SchoolTool, and Software Development – are all rapidly growing, and our employee base is close to 400. We are ranked the #1 Software Developer in the 2023 RBJ’s Book of Lists, the Best Software Developer in the RBJ’s 2022 Reader Rankings, and a 2022 Certified Great Place to Work. As a National Sales Executive, you will be responsible for the consultative sale of our growing K-12 SaaS portfolio to school districts and regional educational organizations. Your primary goal is to drive revenue by prospecting, developing, and closing new business. This includes converting prospects into customers, nurturing relationships with existing clients, and generating referrals. The territory for this role is national (excluding New York State) and involves a primarily virtual sales approach, supplemented by occasional in-person events and conferences. The ideal candidate will have a proven track record in K-12 EdTech sales within Data & Analytics and Multi-Tiered Systems of Support (MTSS). They will have a deep understanding of school district operations, including their challenges and opportunities, and the ability to build strong relationships and guide purchasing decisions at all levels within school districts and Educational Service Agencies. Requirements • Generates new sales and fosters relationships with current clients through thoughtful and ethical sales methods to optimize quality of service, business growth, and customer satisfaction., • Plans and manages their territory according to an agreed upon sales strategy, tracks metrics, and prioritizes personal activities and customer/prospect contact towards achieving agreed targets., • Maintains robust knowledge of Mindex products and services, articulates value to existing and prospective clients via presentations and demonstrations, and writes proposals to ensure that solutions and services are aligned to client needs., • Addresses prospective client concerns and inquiries throughout the sales process to promote a positive customer experience. Communicates, liaises, and negotiates using appropriate methods to facilitate profitable sales and sustainable relationships to effectively close sales., • Collaborates cross functionally with internal teams when necessary to ensure fulfillment of organizational objectives and to improve the customer experience, • Prolonged periods sitting at a desk and working on a computer, • No heavy lifting is expected. Exertion of up to 10 lbs. Education & Experience: • 5+ experience in driving and closing K-12 Ed-Tech sales and/or purchase decisions across all levels of an educational organization, preferably administrative systems such as Analytics, Multi-Tiered Systems of Support (MTSS), Student Management/Information Systems (SMS/SIS), and Special Education (SPED)., • Experience working within a structured, metrics-driven, team-based culture., • Strong focus on prospecting and creating new business for sales pipeline and annual targets., • Hunter mentality in gaining new prospects and sales., • Ability to strategically think and offer new ideas to improve the sales processes., • Follow and maintain sales objectives quarterly., • Excellent presentation and communication skills., • Be a team player and collaborate and solve problems with team. Travel: • Medical Insurance (with a free option!), • Dental Insurance, • Vision Insurance, • Company Paid Life and AD&D Insurance, • Optional Additional Life Insurance, • Company Paid Short-Term Disability Insurance, • Company Paid Long-Term Disability Insurance, • Medical and Dependent Care Flexible Savings Accounts (FSA), • Health Savings Accounts with Company Contributions, • Flexible Time Off, • Eight Paid Holidays, • Pre-tax and Roth 401(k) Options with Company Match, • Investment in Professional Development including a license to Udemy training courses and leadership training, • Employee Assistance Program, • Adoption Assistance, • Pet Insurance Discounts, • Tickets to local sporting events, • Team building events Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor, or take over sponsorship of an employment Visa at this time.

Job Description Are you seeking a Fast Track to Partner opportunity in Rochester, NY? Join us at New York Life to provide financial stability and peace of mind through our range of insurance, annuity, and investment products. We prioritize honesty, compassion, and ethical conduct in all dealings with our policyholders, business associates, and colleagues. Rooted in assurance and modesty, we act as custodians for the future, committed to being there for our policyholders when they need us. We are looking for individuals with leadership qualities who aim to advance their careers towards becoming partners in our main office. Enroll in New York Life Insurance Company's Fast Track Management Program, where you will start as a financial professional working closely with clients to gain experience and progress through program milestones. Upon meeting all requirements, you will transition into a managerial role as an associate partner. Take the next step in your career by applying for the Fast Track Partner program today! Education, Guidance, and Career Growth opportunities abound at New York Life. Benefit from a comprehensive three-year training program, marketing assistance, prospecting, and technical support. Collaborate with highly accomplished agents and managers to build a client base. Expect resources and continuous support from a Fortune 100 enterprise. - About New York Life: Recognized as one of the most robust and esteemed financial firms globally, New York Life boasts the highest financial strength ratings from leading agencies. For 65 consecutive years, we have led the Million Dollar Round Table, standing out as one of the "World's Most Admired Companies" by Fortune Magazine in 2019. Financial Advisors provide investment advisory services through Eagle Strategies LLC, and Registered Representatives offer securities through NYLIFE Securities LLC. We are an Equal Opportunity Employer and proud of our achievements and recognition in the industry. 1 - Full-time agents and their dependents enjoy benefits such as medical, dental, vision, long-term disability, and group-term life insurance. New York Life may adjust or discontinue benefit plans at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is widely recognized for excellence in life insurance sales achievement. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue, New York Life ranks among the top in the insurance industry according to Fortune magazine's Fortune 500 list. NYL IS UNABLE TO SPONSOR WORK VISAS NOW OR IN THE FUTURE. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $130,000 - $160,000 yearly Responsibilities: • Learn the business as an Advisor, • Complete the Fast Track program, • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build a team culture (hire and develop your advisors to maintain your team culture), • Continually grow and improve as a leader, • Recruit and develop your own team of financial professionals as an Associate Partner, • Complete the program requirements and join the management team as an associate partner, • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Executive or management experience, • Previously owned a business, • MBA or equivalent master's degree, • Experience working in sales is required, • Working knowledge of cultural markets is helpful, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Required knowledge and experience working in the insurance or financial services field, • Multilingual professionals with Spanish, Portuguese, or other language proficiency are a bonusAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Forms of Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR GvrUFxszMT

Job Description Are you a dynamic sales professional who wants to achieve financial success and make a lasting impact on those we serve by selling the strongest branded concept in the C-store industry? If so, join TBHC Delivers® as a Territory Sales Manager and champion America's #1 Pizza Program, Hunt Brothers® Pizza! Our Territory Sales Managers excel at generating leads, building strong relationships and closing deals within their dedicated territory. This role includes: • Generating new leads through cold calling and building relationships with company generated leads, • Building strong relationships with potential customers to achieve sales missions, • Presenting the Hunt Brothers® Pizza program to perspective stores, showcasing how our program meets their needs, • Collaborating with store owners to optimize the setup of their pizza shoppe to ensure maximum return on investment, • Serving as the subject matter expert for successful store openings, including introducing the program to the community and training store employees, • Representing Hunt Brothers® Pizza at trade shows and industry events to expand brand visibility and build relationships, • Minimum 3 years sales experience required, B2B or route sales experience preferred, • High school diploma required; college degree in business or related field preferred, • Proven track record of exceeding sales targets, • Strong communication, presentation, and interpersonal skills, • Analytical and problem-solving abilities with a results-oriented mindset, • Ability to prioritize, manage time effectively, and work independently, • Valid driver's license and ability to travel within the territory. Must live within the region, no relocation assistance, • Competitive total compensation of $100,000 - $130,000 – Compensation package includes base pay, commissions, incentives and bonuses, • Weekends off, • Company Paid Holidays, • Paid Time Off, • A career path leading to Management and beyond. 80% of company leadership has been promoted from within, • Best in class paid training, • Structured onboarding to ensure you have the knowledge and resources to be successful in this role, • Job specific development programs to support personal and professional growth, • A strong district team around you to help you learn and grow, • Independent work environment where you're accountable for your own time and results, • Medical, Dental & Vision Benefits – plus 401(k) with company match, • Company-paid disability and life insurance TBHC Delivers provides direct-to-store delivery for Hunt Brothers® Pizza to convenience stores across the United States. We specialize in rural convenience stores, providing them with hot, delicious products beloved by consumers nationwide. We're the engines that drive food sales in small communities. As the largest distributor of Hunt Brothers® Pizza, we're proud to represent the brand and provide high-quality products and services to our customers. We strive to be a blessing by helping small businesses grow and succeed because we know in changing the lives of those we serve, we too are forever changed. To learn more visit TBHCDelivers.com. TBHC Delivers is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionPartner Manager The bridge between rebate programs and contractors. Sealed is a climate tech company with a mission to stop home energy waste and electrify all homes. We are a unique blend of technologists, policy wonks, and home services experts working to get the boots on the ground as fast and effectively as possible. We provide software and solutions to contractors, enabling them to install more home weatherization and electrification projects, grow their business, and make homes more comfortable with less energy waste. Sealed's software, data, and analytics enable market-leading products, including a one-stop shop rebate solution and investment-grade energy savings predictions. Sealed also serves as an aggregator of projects for utility and government rebates, handling all rebate processing and payment on behalf of contractors, enabling contractors to participate in measured savings, Virtual Power Plant (VPP), and other programs with minimal additional costs or friction. We are a venture-backed, remote-first company based in New York City. Learn more at sealed.com. What will you do? As Sealed’s Partner Manager, you will be the driving force behind the success of our contractor partners in weatherization and electrification rebate programs. You will balance sales enablement, account management, and building relationships to ensure our partners maximize their participation in our programs while keeping projects on track. Your primary responsibility is to support our partners and do all in your power to help them drive volume. Specifically, you will: * Own contractor engagement – Build deep relationships with contractors, understanding their needs, and helping them navigate the complexities of rebate programs. * Train and enable – Educate contractors on program requirements, best practices, and Sealed’s software through group presentations, one-on-one training, and hands-on guidance. * Balance relationships with strategy – Read the room, know when to push for results, when to nurture, and when to adjust course. * Monitor and manage performance – Track contractor success metrics, ensuring they are meeting program requirements and staying compliant. * Problem-solve creatively – Tackle bottlenecks, compliance issues, and contractor pain points with structured yet flexible solutions. * Communicate tough messages effectively – Be comfortable delivering difficult news while maintaining trust and credibility. * Stay on top of the details – Keep program data accurate, maintain records, and track performance against quotas and goals. * Champion continuous improvement – Provide feedback to internal teams to refine our processes, making it easier for contractors to participate in programs. You may be a good fit if you: * 1-3+ years of experience in sales, account management, or program operations. * Experience working with construction professionals, contractors, or home services businesses (ideally in HVAC, weatherization, electrical or plumbing). * Have experience training others, both one-on-one and in large group settings. * Have experience working toward quotas and targets, with a focus on results. * Are comfortable with repetitive tasks and thrive in structured environments. * Are a creative problem solver who can think outside the box. * Have significant attention to detail—you double-check your work and know your numbers. * Have proficiency in CRM (HubSpot, Salesforce, ZoHo etc.) What success looks like: * Contractors trust Sealed and rely on us to help them navigate rebate programs. * Program participation increases as contractors are better enabled to take advantage of rebates. * Internal teams have clear insights into contractor performance and program compliance. * Data is accurate, organized, and actionable—numbers drive decisions. * Contractors feel supported and are excited to work with Sealed. Benefits & Perks: * Competitive salary & equity * Medical, dental, and vision benefits * Flexible, remote-first culture * Flexible PTO * 401(k) * Pre-tax FSA for health/dependent care Salary Range - $70,000 - $90,000 • This position may require travel up to 50% of the time, including overnight stays, to support project needs, attend meetings, or conduct site visits. Individuals seeking employment at Sealed are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. Apply today at sealed.com/jobs.

Job Description Insero Talent Solutions has partnered with a premier general construction company based in Rochester to recruit a Corporate Controller. Company Summary: Our client is a renowned general contractor with over 100 years of excellence and clients across the US. They pride themselves on continuing to live their core values and providing world-class construction services, including pre-construction, construction, design-build, self-perform, development, and facility services along with a constantly growing portfolio. Position Summary: The Corporate Controller is a key business partner and financial leader responsible for overseeing the company's accounting operations across construction projects and entities. As Corporate Controller, you will ensure the integrity of financial reporting, effective internal controls, and efficient treasury operations. The Corporate Controller partners closely with operations, project management, shared service, and executive leadership to deliver accurate, timely, and insightful financial information that supports strategic decision-making. Key Responsibilities: Corporate Accounting and Financial Reporting: • Lead all aspects of general ledger management, consolidation, and month-end/quarter end/year end close processes across multiple entities., • Oversee and manage the preparation and review of consolidated financial statements in compliance with GAAP and company policies., • Develop and maintain internal controls to ensure the accuracy and reliability of financial information., • Ensure the preparation and accuracy of all financial reconciliations., • Manage the preparation and completeness of all Joint Venture and subsidiary accounting operations., • Preparation of the annual overhead budget and monthly management of overhead spend., • Coordinate annual audits and manage relationships with external auditors and tax advisors., • Oversee all project accounting functions, including job cost tracking, billing, revenue recognition, and project margin analysis., • Partner with project managers and operations teams to review budgets, forecasts, and performance against plan., • Standardize project accounting practices across divisions and subsidiaries to ensure consistency and transparency., • Manage Work-in-Progress (WIP) reporting and ensure accurate percentage-of-completion accounting., • Assist CFO in subcontractor pre-qualification., • Manage corporate treasury operations including cash flow forecasting, liquidity management, bank relationships, and daily banking activities., • Oversee all state sales tax reporting and internal allocations such as equipment and insurance., • Monitor daily cash positions and intercompany funding between entities., • Oversee corporate credit and fuel card program administration., • Optimize banking structures and monitor debt covenants and compliance., • Manage, mentor, and develop a high-performing accounting team, including corporate and project accounting staff., • Establish clear performance expectations, training plans, and professional growth paths., • Foster, maintain, and improve collaboration between finance, operations, and share service departments., • Accuracy and timeliness of consolidated financial reporting., • Audit results and internal control compliance., • Project profitability visibility and WIP reporting accuracy., • Treasury and cash flow management effectiveness., • Responsible for travel as business dictates and ability to accommodate a flexible schedule to meet workload needs., • Bachelor's degree in Accounting, Finance, or related field required, Master's or MBA preferred., • CPA required (active license preferred)., • 10+ years of progressive accounting experience, including 5+ years in a senior accounting or controller role with direct reports., • Strong background in construction industry accounting with exposure to multi-entity structures and project-based accounting., • Experience managing consolidated financial and intercompany transactions., • Proven expertise in GAAP compliance, WIP accounting, and treasury management., • Hands-on experience with ERP systems., • Deep understanding of construction job costing, revenue recognition, and project performance metrics., • Strong analytical, organizational, and problem-solving skills., • Excellent communication and interpersonal skills; able to work effectively with both finance and operations teams., • Strategic thinker with attention to detail and ability to manage multiple priorities., • Demonstrated leadership and team development capabilities.

Conducts research on investment opportunities to define risk and return profiles. Assembles financial models to value debt and equity and assist in investment and financial planning decisions. Manages all stages of client interaction, from the sales pitch to the investment contract.

Job DescriptionSalary: Company Overview Melroc Group is a Rochester, New York-based family office where the entrepreneurial spirit continues to drive us to be better and achieve more. Our investment focus is on mid-market businesses and commercial real estate development. With a value-additive, owners mentality approach, we work alongside management teams to accelerate growth through innovation, improved processes, and human capital development. Our culture is fast-paced, collaborative, and passionate about achieving successful outcomes. Position Overview The Marketing Coordinator position with Melroc Group will support a diverse portfolio of businesses, from established industry leaders to cutting-edge startups. This role will be a Brand Ambassador, managing our website and social media presence, amplifying our brand awareness, and helping us take the Melroc Group to new heights. It will also oversee the marketing efforts for one of our exciting equipment rental companies that is scaling fast, diving into strategic and creative marketing initiatives to support the sales efforts and the brand opening in new markets across the Northeast. As the Marketing Coordinator for the Melroc Group, you will coordinate and execute the companys marketing activities across several markets. You will be responsible for assisting in the creation and execution of omnichannel marketing, advertising, and communications, including, but not limited to, the creation of printed collateral, copywriting, social media, event coordination, and creation of any other documents or activity related to Marketing and Brand Ambassadorship for Melroc member businesses. Key Responsibilities Brand Ambassadorship • Promote Melroc Group to networks through the company's website, social media, and events., • Embody the corporate identity of Melroc Group and promote its values, ethics, and opportunities in its member businesses., • You will use your ability to use promotional strategies that will strengthen the customer-product-service relationship., • Espouse the Melroc Group business methodology to support recruitment of aligned key players for member businesses., • Manage the brand image throughout the organization, set guidelines, and maintain them. Digital Marketing and Communications • Post content, monitor activity, and increase followers on all social media platforms to promote products and the company to end users., • Prepare and write blog articles and case studies for print and online publication., • Assist in the creation of video content and distribution., • Ensure the marketing documents folder is current and has an accurate historical record of actioned activities for future reference., • Develop marketing collateral (i.e., brochures, internal and external newsletters, and presentations), including briefing, copywriting, working with graphic designers, proofing, and obtaining approval. General Organizational Duties • Attend all meetings relevant to marketing activity and keep meeting minutes., • Keep the marketing and project budgets accurate and up to date., • Respond promptly to colleagues, service providers, and portfolio companies regarding regular and ad-hoc inquiries., • Work as a team and not be afraid to ask questions or seek additional assistance when a question arises that you are unsure about., • Confidentiality is paramount. Any breach of trust will be regarded seriously and addressed appropriately by senior management. All employees of Melroc Group are required to sign a confidentiality agreement. Skills & Requirements • Bachelors degree in Marketing or a related field(desired but not essential)., • Knowledge of marketing practices, including briefing, print production, copywriting, and driving leads., • Experience managing social media accounts and email marketing., • Proficiency in Microsoft Office applications., • An upbeat, positive attitude with a strong drive to learn., • Possess resilience, perseverance, and people skills to gather information, follow up and get sign-off., • Excellent written/verbal communication and presentation skills., • Strong attention to detail and high level of accuracy., • Ability to manage multiple tasks and meet deadlines in a fast-paced environment., • Professional personal presentation and willingness to be a brand ambassador., • Honest, trustworthy, and able to strictly maintain sensitive, confidential information. What We Offer • Medical, dental, and vision health plans with generous employer contributions., • Supplemented health savings account (HSA)., • Vacation, PTO, and 10 paid holidays per year., • Opportunity for advancement based on performance, personal growth, and cultural fit., • Work with a team-oriented culture that supports continuing education and career growth., • Strong support for volunteer, community, and industry involvement.

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. We are looking for leadership-oriented managers hoping to advance their career toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! 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 Advisors 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 of 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 Compensation: $100,000 at plan earnings Responsibilities: • Select, hire, and grow your financial professionals team as an associate partner, • Become an associate partner on the management team after successfully completing all program requirements, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals Qualifications:, • Cultural markets knowledge preferred but not required, • Some sales experience needed, • Spanish, Portuguese, or other language fluency is beneficial, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Required knowledge and experience working in the insurance or financial services fieldAbout Company 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 clients.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development Were also dedicated to giving back to the community. Each quarter, our team enjoys office outings that are often tied to volunteer opportunities like food drives or supporting local schools. Other times, its simply about having fun togetherwhether thats catching a movie, going to a baseball game, or enjoying time outside the office. One of the unique perks of working here is our Lets Make A Deal promotion around sales achievements. Team members can earn personalized rewards such as car detailing, weekend getaways, and moremaking success both motivating and rewarding. We are consistently ranked among the top three insurance agencies in Rochester, and were committed to fostering a culture of growth, professionalism, and winning together as a team. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: • Consult customers with financial planning and investment options., • Assist customers with portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • 1+ years of experience in financial services., • Analytical and communication skills., • Life, Accident and Health licensed - NY

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500® company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor’s degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Job Description New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector. As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC. Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely. New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning. Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc. New York Life has been safeguarding families and helping clients achieve their financial objectives for over 175 years as a mutual company accountable to policyholders. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families. Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $117,359 average yearly minumum Responsibilities: • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build your own team, • Create and maintain a team culture (hire and develop your advisors to maintain your team culture), • Continually grow and improve as a leader, • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided, • Executive or management experience, • Previously owned a business, • Business-minded background or experience, • MBA or equivalent master's degree, • Previous insurance industry experience, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Experience working in sales is required, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Hold a variety of FINRA licensesAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

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