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Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

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

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Sign-On Bonus We are experiencing exponential growth in global staffing services for B2B clients and are expanding our high-performing team. We’re seeking a driven Inside Sales Representative to join us during this exciting growth phase. This is a high-energy opportunity for a sales professional who thrives in fast-moving environments and excels at relationship-driven, consultative selling. Our compensation plan offers a competitive base salary plus an uncapped commission and performance-based bonuses. There is no ceiling on earnings—high achievers have the potential to reach six-figure incomes. Who You Are You’re a confident, results-driven sales professional who excels at generating new business from the ground up. You proactively prospect, build trust, create value, and close. You know how to cultivate relationships, build momentum, and turn conversations into long-term partnerships. Our Ideal Candidate Brings: • 5+ years of experience driving consultative, relationship-based service sales, ideally within industries such as BPO, Professional Services, Insurance, Financial Advising, Real Estate, or Mortgage, • Demonstrated success generating your own leads, building referral networks, and consistently achieving high close rates, • Experience selling via phone and video, with strong proficiency in Salesforce or comparable CRM platforms What You’ll Do: You’ll be on the front lines of revenue growth—owning a quota, closing new business, and driving results by matching client needs with tailored solutions through a disciplined, consultative sales process. Key Responsibilities: • Proactively prospect, engage, and nurture leads while clearly communicating the value of our services, • Qualify and develop inbound leads into strong sales opportunities, • Build, grow, and retain a robust book of business, • Align company solutions to client requirements to successfully close sales, • Deliver high-quality, professional client interactions that exceed expectations, • Maintain accurate, timely documentation of all sales activity and client communications within the CRM Education & Experience: • 5+ years of commission-based sales experience, • College coursework in Business, Marketing, or related fields preferred, • Consistent track record of meeting or exceeding sales quotas Skills & Competencies • Persistence and follow-through from first contact through close, • Strong client focus and relationship-building capabilities, • Confident, polished communication skills; sharp listening skills and conversational agility, • Excellent organization, documentation, and time-management skills, • CRM proficiency (Salesforce strongly preferred), comfort navigating web-based tools, and digital applications What We Offer: We’re committed to investing in our people and providing an environment where high performers can thrive. Our team benefits from: • Competitive compensation, including uncapped commission opportunities and 401(k) matching, • Meaningful opportunities for career advancement in a fast-growing organization, • A positive, supportive workplace culture where employees are valued, supported, and encouraged to grow \nCompany Description MyOutDesk is a global staffing and talent solutions company with nearly 20 years of experience helping businesses scale through high-performing remote teams. With operations across the United States, Latin America, and Africa, we deliver world-class talent while prioritizing collaboration, career growth, and work-life balance. Recognized as a Top 50 Fastest-Growing Company and an Inc. 5000 award winner, MyOutDesk is committed to long-term success for both our clients and our people. Join us and be part of a global team built for impact. MyOutDesk is a global staffing and talent solutions company with nearly 20 years of experience helping businesses scale through high-performing remote teams. With operations across the United States, Latin America, and Africa, we deliver world-class talent while prioritizing collaboration, career growth, and work-life balance.\r\n\r\nRecognized as a Top 50 Fastest-Growing Company and an Inc. 5000 award winner, MyOutDesk is committed to long-term success for both our clients and our people. Join us and be part of a global team built for impact.

Job Description We are experiencing exponential growth in global staffing services for B2B clients and are expanding our high-performing team. We’re seeking a driven Inside Sales Representative to join us during this exciting growth phase. This is a high-energy opportunity for a sales professional who thrives in fast-moving environments and excels at relationship-driven, consultative selling. Our compensation plan offers a competitive base salary plus an exciting, uncapped commission structure and performance-based bonuses. There is no ceiling on earnings—high achievers have the potential to reach six-figure incomes. Who You Are: You’re a confident, results-driven sales professional who excels at generating new business from the ground up. You proactively prospect, build trust, create value, and close. You know how to cultivate relationships, build momentum, and turn conversations into long-term partnerships. Our Ideal Candidate Brings: • 5+ years of experience driving consultative, relationship-based service sales, ideally within industries such as BPO, Professional Services, Insurance, Financial Advising, Real Estate, or Mortgage, • Demonstrated success generating your own leads, building referral networks, and consistently achieving high close rates, • Experience selling via phone and video, with strong proficiency in Salesforce or comparable CRM platforms What You’ll Do: You’ll be on the front lines of revenue growth—owning a quota, closing new business, and driving results by matching client needs with tailored solutions through a disciplined, consultative sales process. Key Responsibilities: • Proactively prospect, engage, and nurture leads while clearly communicating the value of our services, • Qualify and develop inbound leads into strong sales opportunities, • Build, grow, and retain a robust book of business, • Align company solutions to client requirements to successfully close sales, • Deliver high-quality, professional client interactions that exceed expectations, • Maintain accurate, timely documentation of all sales activity and client communications within the CRM Education & Experience: • 5+ years of commission-based sales experience, • College coursework in Business, Marketing, or related fields preferred, • Consistent track record of meeting or exceeding sales quotas Skills & Competencies: • Persistence and follow-through from first contact through close, • Strong client focus and relationship-building capabilities, • Confident, polished communication skills; sharp listening skills and conversational agility, • Excellent organization, documentation, and time-management skills, • CRM proficiency (Salesforce strongly preferred), comfort navigating web-based tools, and digital applications What We Offer: We’re committed to investing in our people and providing an environment where high performers can thrive. Our team benefits from: • Competitive compensation, including uncapped commission opportunities and 401(k) matching, • Meaningful opportunities for career advancement in a fast-growing organization, • A positive, supportive workplace culture where employees are valued, supported, and encouraged to grow About MyOutDesk: MyOutDesk is a global staffing and talent solutions company with nearly 20 years of experience helping businesses scale through high-performing remote teams. With operations across the United States, Latin America, and Africa, we deliver world-class talent while prioritizing collaboration, career growth, and work-life balance. Recognized as a Top 50 Fastest-Growing Company and an Inc. 5000 award winner, MyOutDesk is committed to long-term success for both our clients and our people. Join us and be part of a global team built for impact.

Job Description Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • Professional Development Opportunities: Offering training programs, workshops, and mentorship., • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions., • Flexible Work Arrangements: Providing options for remote work and flexible scheduling., • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment., • Career Growth: Clear paths for career advancement and internal promotions., • Work-Life Balance: Encouraging a healthy balance between professional and personal life., • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles., • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging., • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources., • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively., • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Learn key strategies for achieving your branch's sales, service, and operational objectives., • Actively participate in branch’s daily operational activities., • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Learn how to assist members with minor account and card maintenance., • Assist in safe deposit box access., • Support other branch locations as needed by branch leadership., • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess customer service and experience skills., • Knowledge of various computer software programs., • Ability to communicate effectively., • Ability to function in a team environment as a proven team player. POSITION PURPOSE Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Develop skills to achieve personal sales, operational and service performance goals., • Assist in achievement of overall branch sales, service, and operational goals., • Actively participate in branch’s daily operational activities., • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Support other branch locations as needed by branch leadership., • Develop skills to establish new account and member relationships., • Develop relationship building skills uncovering member needs to evaluate and offer best solutions., • Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards., • Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions., • Assist with safe deposit access and minor box maintenance., • Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities., • Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others., • Assist with other duties, as assigned. *In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience. Required Knowledge: Banking experience preferred. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess strong customer service and experience skills., • Knowledge of various computer software programs. · Ability to communicate effectively. · Ability to function in a team environment as a proven team player. WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY LANGUAGE SKILLS, • Excellent communication skills (verbal, written, listening skills, and empathy)., • Expert ability to build relationships with other leaders, business partners, and stakeholders., • Ability to read and comprehend simple instructions, short correspondence, and memos., • Ability to write simple correspondence., • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS AND REASONING ABILITY

Job Description Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday This role is hired for the Metro Core Market Region and will begin at the Interim Branch of Assignment in Land Park. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Metro Core Market Region as positions become available. Interim Branch Location:Land Park Branch — 4700 Freeport Blvd., Sacramento, CA 95822 Metro Core Market Branch Locations:Watt – 4636 Watt Ave., North Highlands, CA 95660El Camino – 3560 El Camino Ave., Sacramento, CA 95821North Natomas – 2761 Del Paso Rd., Sacramento, CA 95835East Sacramento – 6341 Folsom Blvd., Sacramento, CA 95819West Sacramento – 2105 Town Center Plaza, West Sacramento, CA 95691 Land Park – 4700 Freeport Blvd., Sacramento, CA 95822Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • Professional Development Opportunities: Offering training programs, workshops, and mentorship., • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions., • Flexible Work Arrangements: Providing options for remote work and flexible scheduling., • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment., • Career Growth: Clear paths for career advancement and internal promotions., • Work-Life Balance: Encouraging a healthy balance between professional and personal life., • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles., • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging., • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources., • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively., • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Learn key strategies for achieving your branch's sales, service, and operational objectives., • Actively participate in branch’s daily operational activities., • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Learn how to assist members with minor account and card maintenance., • Assist in safe deposit box access., • Support other branch locations as needed by branch leadership., • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess customer service and experience skills., • Knowledge of various computer software programs., • Ability to communicate effectively., • Ability to function in a team environment as a proven team player. POSITION PURPOSE Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Develop skills to achieve personal sales, operational and service performance goals., • Assist in achievement of overall branch sales, service, and operational goals., • Actively participate in branch’s daily operational activities., • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Support other branch locations as needed by branch leadership., • Develop skills to establish new account and member relationships., • Develop relationship building skills uncovering member needs to evaluate and offer best solutions., • Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards., • Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions., • Assist with safe deposit access and minor box maintenance., • Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities., • Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others., • Assist with other duties, as assigned. *In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience. Required Knowledge: Banking experience preferred. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess strong customer service and experience skills., • Knowledge of various computer software programs. · Ability to communicate effectively.

Job Description Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability to work 20-25 hours/week Monday - Saturday. Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • Professional Development Opportunities: Offering training programs, workshops, and mentorship., • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions., • Flexible Work Arrangements: Providing options for remote work and flexible scheduling., • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment., • Career Growth: Clear paths for career advancement and internal promotions., • Work-Life Balance: Encouraging a healthy balance between professional and personal life., • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles., • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging., • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources., • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively., • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Learn key strategies for achieving your branch's sales, service, and operational objectives., • Actively participate in branch’s daily operational activities., • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Learn how to assist members with minor account and card maintenance., • Assist in safe deposit box access., • Support other branch locations as needed by branch leadership., • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess customer service and experience skills., • Knowledge of various computer software programs., • Ability to communicate effectively., • Ability to function in a team environment as a proven team player. POSITION PURPOSE Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Develop skills to achieve personal sales, operational and service performance goals., • Assist in achievement of overall branch sales, service, and operational goals., • Actively participate in branch’s daily operational activities., • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Support other branch locations as needed by branch leadership., • Develop skills to establish new account and member relationships., • Develop relationship building skills uncovering member needs to evaluate and offer best solutions., • Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards., • Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions., • Assist with safe deposit access and minor box maintenance., • Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities., • Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others., • Assist with other duties, as assigned. *In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience. Required Knowledge: Banking experience preferred. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess strong customer service and experience skills., • Knowledge of various computer software programs. · Ability to communicate effectively. · Ability to function in a team environment as a proven team player. WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY LANGUAGE SKILLS, • Excellent communication skills (verbal, written, listening skills, and empathy)., • Expert ability to build relationships with other leaders, business partners, and stakeholders., • Ability to read and comprehend simple instructions, short correspondence, and memos., • Ability to write simple correspondence., • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS AND REA

Job Description Remote Business Development Representative 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 Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday This role is hired for the Central Market Region and will begin at the Interim Branch of Assignment in Citrus Heights. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Central Market Region as positions become available. Interim Branch Location:Citrus Heights Branch — 7475 Madison Ave., Citrus Heights, CA 95610 Central Market Branch Locations:Sunrise – 7601 Sunrise Blvd., Citrus Heights, CA 95610Antelope – 7887 Walerga Rd., Antelope, CA 95843Watt – 4636 Watt Ave., North Highlands, CA 95660El Camino – 3560 El Camino Ave., Sacramento, CA 95821 Citrus Heights – 7475 Madison Ave., Citrus Heights, CA 95610Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • Professional Development Opportunities: Offering training programs, workshops, and mentorship., • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions., • Flexible Work Arrangements: Providing options for remote work and flexible scheduling., • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment., • Career Growth: Clear paths for career advancement and internal promotions., • Work-Life Balance: Encouraging a healthy balance between professional and personal life., • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles., • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging., • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources., • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively., • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Learn key strategies for achieving your branch's sales, service, and operational objectives., • Actively participate in branch’s daily operational activities., • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Learn how to assist members with minor account and card maintenance., • Assist in safe deposit box access., • Support other branch locations as needed by branch leadership., • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess customer service and experience skills., • Knowledge of various computer software programs., • Ability to communicate effectively., • Ability to function in a team environment as a proven team player. POSITION PURPOSE Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Develop skills to achieve personal sales, operational and service performance goals., • Assist in achievement of overall branch sales, service, and operational goals., • Actively participate in branch’s daily operational activities., • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Support other branch locations as needed by branch leadership., • Develop skills to establish new account and member relationships., • Develop relationship building skills uncovering member needs to evaluate and offer best solutions., • Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards., • Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions., • Assist with safe deposit access and minor box maintenance., • Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities., • Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others., • Assist with other duties, as assigned. *In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience. Required Knowledge: Banking experience preferred. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess strong customer service and experience skills., • Knowledge of various computer software programs. ·

Job Description Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday This role is hired for the South Market Region and will begin at the Interim Branch of Assignment in Laguna. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the South Market Region as positions become available. Interim Branch Location:Laguna Branch — 9162 Bruceville Rd., Elk Grove, 95758 South Market Branch Locations:East Sacramento – 6341 Folsom Blvd., Sacramento, CA 95819Land Park – 4700 Freeport Blvd., Sacramento, CA 95822East Elk Grove – 9312 Elk Grove Blvd., Elk Grove, CA 95624Laguna – 9162 Bruceville Rd., Elk Grove, 95758 Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! • Professional Development Opportunities: Offering training programs, workshops, and mentorship., • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions., • Flexible Work Arrangements: Providing options for remote work and flexible scheduling., • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment., • Career Growth: Clear paths for career advancement and internal promotions., • Work-Life Balance: Encouraging a healthy balance between professional and personal life., • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles., • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging., • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources., • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively., • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Learn key strategies for achieving your branch's sales, service, and operational objectives., • Actively participate in branch’s daily operational activities., • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Learn how to assist members with minor account and card maintenance., • Assist in safe deposit box access., • Support other branch locations as needed by branch leadership., • Assist with other duties, as assigned. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess customer service and experience skills., • Knowledge of various computer software programs., • Ability to communicate effectively., • Ability to function in a team environment as a proven team player. POSITION PURPOSE Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals., • Create personalized member experiences and ensure our members needs are met during each interaction., • Accurately process member transaction requests and respond to member questions and inquiries., • Proactively address member concerns and complaints, striving to resolve issues in a positive manner., • Exercise effective cash handling skills and maintain an individual cash drawer., • Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member., • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management., • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate., • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions., • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals., • Develop skills to achieve personal sales, operational and service performance goals., • Assist in achievement of overall branch sales, service, and operational goals., • Actively participate in branch’s daily operational activities., • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks., • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services., • Support other branch locations as needed by branch leadership., • Develop skills to establish new account and member relationships., • Develop relationship building skills uncovering member needs to evaluate and offer best solutions., • Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards., • Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions., • Assist with safe deposit access and minor box maintenance., • Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities., • Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others., • Assist with other duties, as assigned. *In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. QUALIFICATIONS Education/Certification: High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience. Required Knowledge: Banking experience preferred. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:, • Ability to problem solve., • Possess strong customer service and experience skills., • Knowledge of various computer software programs. · Ability to communicate effectively. · Ability to function in a team environment as a proven team player. WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMAR

Job Description Job Title: Inside Sales Representative Reports To: Inside Sales Manager Location: Remote or Onsite — Roseville, CA Schedule: Monday–Friday, 8:00 AM–5:00 PM PT, with additional hours as needed JOB SUMMARY The Inside Sales Representative (ISR) is responsible for growing revenue within an assigned account portfolio and identifying new engagement opportunities with target prospects. ISRs build and maintain strong client relationships, uncover and advance opportunities through the full sales cycle, and serve as a productive member of the Quest Sales Team. All client activity and communications are accurately maintained in Quest's CRM and leads and opportunities are brought forward to management for approval and resource assignment. ESSENTIAL FUNCTIONS • Meet and/or exceed individual goals and KPIs for revenue, opportunity awards, and cross-sell of Quest products and services., • Manage a client pipeline within the Quest CRM, ensuring data is current and complete., • Drive new revenue through both outbound prospecting and inbound lead follow-up., • Cultivate long-term client relationships through consistent, personalized outreach and frequent touchpoints., • Identify and document key account intelligence — including active or upcoming projects, decision-makers, pain points, and expansion opportunities — to inform and strengthen nurture efforts., • Promote Quest assessments and workshops by creating meaningful client engagements., • Partner with the Marketing team to support client events and drive seminar attendance as needed., • Maintain accurate weekly KPI reports and timecards, submitting to the Business Development Manager for approval., • Perform other duties as assigned. This is a non-exempt position reporting to the Inside Sales/Business Development Manager. KNOWLEDGE, SKILLS, AND QUALIFICATIONS • Strong organizational and prioritization skills with the ability to manage multiple concurrent priorities., • Demonstrated experience working effectively as part of a remote team (if working remotely)., • Proficiency with CRM platforms; consistent and accurate documentation of calls, emails, and account activity., • Ability to maximize outreach time and craft personalized, compelling follow-up communications., • Skilled at identifying decision-makers, navigating gatekeepers, and engaging key stakeholders within prospect organizations., • Excellent verbal and written communication skills, with strong active listening abilities to uncover client needs and pain points., • Tenacious follow-through in monitoring and advancing leads through the pipeline., • Ability to build and sustain strong client relationships while continuously developing new ones., • Self-motivated, with a commitment to staying current on Quest messaging, offerings, and processes. Preferred Qualifications • 2–4 years of experience in business development, account management, or inside sales, with a focus on prospecting and new business development. WORKING CONDITIONS AND PHYSICAL DEMANDS • Fast-paced, high-impact environment requiring composure under pressure and the ability to manage multiple concurrent issues., • Punctuality is essential; deadlines and meetings must be consistently honored., • Heavy use of phone and email throughout the workday., • Extended periods of sitting at a workstation., • Flexibility to work outside standard hours, including evenings, weekends, and holidays, as business needs require. This description summarizes the typical functions of the role and is not a comprehensive list of all responsibilities, tasks, or duties. COMPENSATION AND BENEFITS • Full-time, non-exempt position, • Hourly rate: $28–$30, plus commission and spiff eligibility DISCLAIMER All candidates must successfully complete a company background check, which may include a DMV review and pre-employment screening. Quest is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We encourage minorities, women, individuals with disabilities, and veterans to apply. ABOUT QUEST Quest is a leader in technology management, offering a comprehensive portfolio of professional, cloud, and managed services. Delivered on-site or through one of more than two dozen secure global service delivery centers, Quest's solutions span cloud, disaster recovery, security, network, server management, and IT staffing. QuestFlex®, Quest's unique and flexible service level agreement model, allows services to be tailored to each client's specific requirements. Learn more at questsys.com.

Job Description Sales Representative - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $85,000 Annually + Commission Overview: Nexus HR is looking for a young, motivated, energetic, and hungry-for-growth sales professional who is willing to call and is ready to work towards growth and innovation in the Insurance Brokerage & Advisory industry. About the job: We are seeking a dynamic Sales Representative with a valid California Insurance Broker License to drive B2B sales across commercial and healthcare sectors. The ideal candidate will leverage consultative selling skills, industry knowledge, and strong relationship-building capabilities to grow revenue and enhance client retention. Duties and Responsibilities: Identify, prospect, and develop relationships with business clients, healthcare organizations, and broker partners across California. Conduct needs assessments to recommend appropriate insurance solutions, including property, casualty, professional liability, and employee benefits. Collaborate with internal underwriting, risk management, and account management teams to structure tailored policies. Manage the end-to-end sales cycle, from lead generation and proposal creation to closing and onboarding. Maintain compliance with California Department of Insurance regulations and company policies. Represent Locus Insurance Services at industry events, networking functions, and client meetings. Provide ongoing client support to ensure satisfaction, retention, and cross-sell opportunities. Achieve and exceed assigned sales targets and performance metrics. Qualifications: Valid California Insurance Broker License (required) Proven B2B sales experience, preferably in insurance, financial services, or risk management Strong knowledge of commercial insurance products, including healthcare, professional liability, and employee benefits Exceptional relationship-building and negotiation skills Excellent verbal and written communication skills Self-motivated, results-driven, and able to work independently Proficiency with CRM systems and Microsoft Office Suite Benefits: Dental Vision Medical 401k Paid Leave

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

We are a rapidly growing technology company specializing in point-of-sale payment processing and delivery integrations for locally owned brick-and-mortar stores.Our mission is to accelerate the transition from traditional electronic cash registers to powerful new point of .Our highly specialized sy

Territory Development & Field Sales Execution. BA/BS degree in Marketing, Business Administration, Advertising, or a related field.

American Specialty Health Incorporated is seeking a Clinical Network Recruiter I to join our Practitioner Contracting/Communications team.This position will make outbound sales type calls to prospective practitioners to encourage participation in our Clinical programs through ASHP/ASHG groups.Candid

As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. A minimum of 1 year of proven phone sales experience in a remote or virtual environment is required. Proven success in remote phone sales or telemarket

Hands-on experience with multiple sales techniques (including cold calls). Track record of achieving sales quotas. CRM experience (Salesforce, HubSpot, Microsoft Dynamics).

Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.Typical day-to-day tasks include:.Conducting virtual consultations with clients.Assessing clients’ needs and imparting knowledge on solutions.Cultivating lasting client relation

Mirantis, an IREN company, is the Kubernetes-native AI infrastructure company, enabling organizations to build and operate scalable, secure, and sovereign infrastructure for modern AI, machine learning, and data-intensive applications.By combining open source innovation with deep expertise in Kubern

Remote / Independent Contractor (US-based only).

This role is the front door of our sales motion: you’ll open conversations with district HR leaders and their teams, build genuine relationships across district offices, and book qualified meetings for our sales team. Reports to: Director of Revenue Operations & Sales Enablement. Partner with Sale

Couchbase, the operational data platform for AI, empowers businesses to succeed by bringing data to life in new ways.Major market-leading companies rely on Couchbase for mission critical operational, analytical, mobile and AI workloads.Built to replace legacy infrastructure and fragmented data servi

What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely.This means that you get all the earning potential of a trillion-dollar industry without having to give up t

COME JOIN OUR AWARD-WINNING INSURANCE AGENCY!.The Lisa Faina Agency has an amazing opportunity for a.Licensed, Experienced Property Insurance Sales Representative.We will only be considering applicants that meet the below requirements.Please be sure to read carefully before applying:.P&C products in

Tools to support communication, collaboration and to securely store your data. Keeper is hiring a driven Inside Sales Representative, MM/Commercial to join our high producing sales team. You will gain a deep understanding of our frontline sales strategies while creating a vision that inspires custom

Territory Development & Field Sales Execution. Sales Operations & Market Intelligence.

Join the team as Twilio’s next Digital Sales Representative (Activate). As our new Digital Sales Representativ. Work diligently with cross-functional internal teams (Sales Development, Marketing, Product, Engineering, Support) to address customer requirements, advise on digital communication strat

We are looking for Sales Development Representative/appointment setter (SDR) to enlarge our APAC team for the South Korean region.This job is fully working from home-based/Remote.You will have a freelance contract with both an hourly rate and a generous bonus per qualified appointment.This role is f

Sales Development Representative (SDR) – Remote. Hiring a driven SDR to generate and qualify leads for the sales team targeting talent acquisition professionals and recruiting leaders. Qualify inbound interest from talent acquisition and HR professionals.

Sales Development Representative.The Inside Sales, Sales Development Representative is responsible for lead generation and qualification for all platforms, Chromium, Visium and Xenium, across new and existing academic, government and medical center research institutions as well as biotech/pharma and

Be thoughtful and proactive in how you make an impact on your team. Enjoy the convenience and comfort of working remotely while contributing to our team's success. That's why we make it a priority to remind ourselves to create space to celebrate wins, big or small.

Remote, but you must reside within the assigned territory. Jostens Independent Sales Representative (1099). Maintain your own independent office and manage all business expenses, including travel.

Tools to support communication, collaboration and to securely store your data. You will gain a deep understanding of our frontline sales strategies while creating a vision that inspires customers to utilize Keeper as a trusted resource. Experience working with a Customer Relationship Management tool

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.Join us

Its core offering, KeeperPAM®, is an AI-enabled, cloud-native platform that protects all users, devices and infrastructure from cyber attacks.

Work closely with Marketing, Procurement, Client Services, and Deployment teams to ensure smooth execution. BA/BS degree in Marketing, Business Administration, Advertising, or a related field.

In this role, you’ll engage with past clients to understand their current capital needs, gather required documentation, and prepare qualified opportunities for Senior Sales Representatives to close. This is an ideal position for motivated sales professionals who thrive in a high-volume, results-dr

For any questions about this position please email.

At RoadRunner, our daily motivation is to accelerate the road to Zero Waste™ while delivering maximum value for our customers and communities through efficient, scalable, and sustainable waste operations.Our team cares deeply about each other and our planet, and we are dedicated to leveraging tech

Knowledge of GSuite and sales tech tools like Salesforce, Outreach, Zoominfo, LinkedIn Sales Navigator, etc. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financia

At Twilio, we’re shaping the future of communications, all from the comfort of our homes.We deliver innovative solutions to.As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding.Your career at Twilio is in your han

Join a team that celebrates a lifestyle as bold as the terrain we love.At Backcountry, we are rooted in adventure, recognition, and wellbeing on and off the mountain.We spotlight employee stories, celebrate milestones, and offer exclusive outdoor perks.Whether you are at HQ, in a retail store, or re