Service advisor jobs in Chula Vista, California - Page 3Create job alerts

Job Description* Please note this is an in-office position. There is no remote work for this position. Local candidates only* Join a Growing Tech Leader & Take Your Sales Career to the Next Level! Are you passionate about technology and thrive on helping businesses find solutions that make a real impact? Do you enjoy building strong client relationships and closing deals that drive mutual success? CompuOne Corporation — a trusted provider of managed IT services headquartered in San Diego — is looking for a motivated, energetic, and tech-savvy IT Sales Representative to join our team! If you’re ready to grow your career with a company that values innovation, integrity, and client satisfaction, we want to hear from you. Why CompuOne? We’re more than just a service provider — we’re a partner in our clients’ success. At CompuOne, you’ll be part of a forward-thinking team that values innovation, integrity, and delivering exceptional customer experiences. You'll have the tools, support, and freedom to truly thrive. What You’ll Do: • Generate new business through networking, cold outreach, and referrals, • Engage clients consultatively, identifying their IT challenges and offering tailored solutions, • Build and maintain strong relationships, becoming a trusted tech advisor, • Collaborate with internal teams to craft compelling proposals and negotiate win-win deals, • Strong communication and people skills — you enjoy building trust and solving problems, • A tech-curious mindset — you love learning about new IT tools and services, • Solid understanding of solution-based selling, especially around cloud, managed services, and hybrid IT, • Ability to work independently, stay organized, and juggle multiple priorities, • Proficient with Microsoft Office, • Competitive Base Salary ($45,000 p/year) + Commission, • Health & Dental Insurance, • 401(k) with Company Match, • Paid Holidays & PTO, • Supportive, collaborative team culture

Job Description Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills) • Bachelor’s degree in a related field, • 5+ years’ experience as a financial advisor, • FINRA Series 7 and combination of Series 63/65 or 66 license, • California life insurance license with the ability to transact variable contracts, • Clean CRD/U4 record, • CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment, • Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment., • Familiarity with Salesforce CRM and eMoney for client management and financial planning, • Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc., • Strong communication and interpersonal skills, • Ability to work independently and as part of a team, • Detail-oriented and organized, • Ability to multitask and prioritize workload effectively, • Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule. Essential Duties and Responsibilities • Propose suitable fee based and investment solutions to credit union members., • Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs., • Provide ongoing advice and service to guide members in pursuit of their financial goals., • Work with branch employees to train and coach them on investment related goals., • Maintain a high level of professionalism and ethics in all client interactions., • Stay up to date on industry trends and regulations., • Collaborate with a team of like-minded professionals to deliver financial solutions to members., • Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer. Other Duties & Responsibilities The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am/5:00pm Full Time – 40 hours a week

Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job Description COMPANY DESCRIPTION: A career here is life-enhancing. At Syner-G, we enable our people to build careers that impact positively on their quality of life. Through our expertise, insight, consulting and management skills, we accelerate breakthrough science and delivery of life-enhancing therapies to more patients. We work across a diverse range of clients and projects, supporting many organizations from the most critical phases of the drug discovery and approval process through to commercialization. It is meaningful, varied and thought-provoking work with a strategic emphasis, a solutions-driven approach and significant, real-world outcomes, from science to delivery/success. Underpinning this mission is a culture that aligns perfectly with what we want to achieve. We enable our people to grow, we support them in their learning and we reward them in so many different ways. In return, they play an instrumental role in maintaining our reputation across the globe as a strategic biopharma product development and delivery partner. Syner-G was recently honored with BioSpace's prestigious "Best Places to Work" 2026 award, for the third consecutive year, along with many other award-winning programs to make a career here truly life-enhancing. These recognitions are a testament to our commitment to fostering a positive and engaging work environment for our employees, with a particular emphasis on culture, career growth and development opportunities, financial rewards, leadership and innovation. At Syner-G, we recognize that our team members are our most valuable asset. Join us in shaping the future, where your talents are valued, and your contributions make a meaningful impact. For more information, visit POSITION OVERVIEW: The Region Head is an experienced and strategic senior leader responsible for the West Region (San Diego and San Francisco areas) within Syner-G's Technical Operations business. This leader will direct a team of engineering consultants who deliver high‑quality technical operations support to clients in the life sciences sector, including biotech, pharmaceutical, and medical device organizations. The support provided to our clients is typically inclusive of complex, highly technical, and demanding projects. The Region Head holds full accountability for regional P&L performance, financial planning, client growth, and operational execution, while ensuring a high level of employee engagement and client satisfaction. This role will partner closely with the Commercial team to expand existing accounts, identify new opportunities, and grow the company's footprint within the region. Establishing and developing teams with a strong client focus and culture of delivery excellence is essential to the success of the West Region. WORK LOCATION: This role is expected to reside within the West Region. Travel to existing client sites, future client sites, and the Syner-G San Diego office will be required based on project demands and client expectations. KEY RESPONSIBILITIES: (This list is not exhaustive and may be supplemented or changed as necessary.) Regional Leadership & Operations • Provide strategic and operational leadership for all activities within the West Region., • Oversee regional business performance, including P&L management, budgeting, forecasting, and financial reporting., • Ensure consistent delivery excellence across all client engagements, aligned to company standards and industry best practices., • Lead, coach, and inspire a team of engineering professionals across multiple projects.., • Build an engaged and motivated workforce through effective talent development, performance management, and career pathing., • Serve as the senior point of escalation and strategic advisor for key clients in the region., • Partner with the Commercial team to expand existing accounts and identify new business opportunities., • Engage in business development activities including client meetings, capability presentations, and proposal development., • Build strong relationships with industry stakeholders, understanding evolving client needs and market trends., • Develop and maintains relationships with local A/E (architectural/engineering), MEP, and construction firms to build a trusted network of partners for facility design, build, and expansion projects., • Ensure all consulting services adhere to relevant life sciences regulations, industry standards, and best practices., • Promote continuous improvement in methodologies, tools, and technical frameworks., • Build productive relationships with Commercial, Marketing, and other internal Syner-G functions (HR, Finance, Talent Acquisition) to support delivery of services to the customer and minimize risk to the business., • Update leadership team on strategic account plans and accomplishments, opportunities/risks and financial results while forecasting anticipated impacts to plan., • Partner with other service delivery groups to identify and pursue cross-sell opportunities outside of Technical Operations., • Develop annual operating budgets and periodic forecasts, manages regional P&L to meet regional and company goals., • Consistent year‑over‑year revenue and margin growth in the West Region., • High levels of team engagement, retention, and professional development., • Expansion of existing client relationships and successful acquisition of new clients., • Delivery of high-quality consulting services., • Strong collaboration with Commercial, HR, Operations, and Leadership teams. QUALIFICATIONS AND REQUIREMENTS Education: • 15 or more years of experience in project delivery, engineering, operations or technical program management., • 8 or more years of leadership in GMP manufacturing facility design, construction, startup, engineering, and/or operations., • Demonstrated business development success, with the ability to sell services and expand client relationships in a competitive environment, • Deep experience in one or more of the following areas: Capital Projects, Facilities Engineering, Process, Automation, CQV, and/or Project Management, • Ability to build, develop, and motivate high-performing teams to support and deliver multiple projects under demanding timelines, • Proven track record of project delivery for laboratory and/or manufacturing facilities and operations in regulated industries such as biotech, pharmaceuticals, or advanced therapeutics., • Exceptional senior customer relationship and client management skills, • Visionary thinker with ability to create strategies for growth within established and new accounts, • Excellent communication, leadership, and organizational skills. Physical Demands: The physical demands described here are representative of the requirements that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use a computer keyboard and mouse; reach with hands and arms; talk and listen. The employee is frequently required to walk and sit, as well as to lift and carry objects such as books and files weighing up to 25 pounds. The employee is occasionally required to stand, stoop, or kneel. Specific vision abilities required by this position include close vision and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including moderate noise level, an indoor temperate environment, and light levels that are bright and conducive to minimal eye strain, typical for an office environment. TOTAL REWARDS PROGRAM: We define total rewards as compensation, benefits, remote work/flexibility, development, recognition and our culture with programs that support each of our reward pillars. This includes a market competitive base salary and annual incentive plan, robust benefit offerings, and ongoing recognition and career development opportunities. Employees also enjoy our generous flexible paid time off program, company paid holidays, flexible working hours, and fully remote or hybrid work options for some roles. However, if a physical work location is more for you, we have office locations in Greater Boston; San Diego, CA; Boulder, CO; and India. Additionally, our Technical Operations team regularly work at physical client sites. Currently, Syner-G is unable to sponsor or take over sponsorship of an employment Visa at this time. LEGAL STATEMENT: Syner-G is proud to be an Equal Employment Opportunity and Affirmative Action employers. All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee's race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law. Syner-G is an E-Verify employer.

Job Description Lead Comfort Advisor Location: San Diego CA (candidates within 35 mile radius strongly preferred) Employment Type: Full Time Compensation: 100 percent commission structure with a guaranteed minimum of $5833 per month (annualized at $70000) plus uncapped commissions (4 percent on personally sold jobs 1 percent override on technician produced revenue) and substantial performance bonuses linked to KPIs revenue goals and team development Join one of San Diego's premier residential HVAC and indoor air quality companies where ethical high value sales innovative financing options and continuous team elevation define our success. We seek proven performers from leading home services organizations who thrive on training others crushing ambitious targets and delivering exceptional homeowner comfort. Position Overview In this senior in home sales leadership role you will conduct thorough comfort evaluations present tailored premium solutions close high ticket deals at volume and mentor the team to elevate overall performance. Expect to work primarily with pre qualified warm leads targeting an average of 2 system closes per day in a consultative environment built on trust integrity and world class service. Core Responsibilities • Conduct detailed in home HVAC inspections including attics crawl spaces and existing equipment to identify comfort air quality and efficiency opportunities., • Deliver compelling customized proposals that include energy saving upgrades and flexible financing options to address objections and secure commitments., • Manage your sales pipeline through CRM and digital platforms to consistently achieve daily weekly and monthly production goals from warm leads., • Train coach and develop team members on consultative ethical high ticket sales techniques and best practices to drive collective improvement., • Build lasting customer relationships through responsive communication timely follow ups and seamless coordination with installation teams., • Collaborate closely with technicians to ensure smooth project handoffs superior installation experiences and strong post sale satisfaction., • Monitor personal and team performance metrics forecasts and key indicators to optimize revenue and implement continuous enhancements., • At least 5 years of successful HVAC in home sales experience from a reputable top tier residential home services company with a track record of consistently closing high value deals., • Deep knowledge of residential HVAC systems ductwork indoor air quality solutions and consumer financing programs (or demonstrated ability to master these quickly)., • Proven leadership mentoring and training others in ethical consultative sales methods with a warm personable approach., • Exceptional verbal communication negotiation objection handling and time management abilities combined with strong self motivation., • Comfortable and confident conducting needs based sales presentations in customers homes for transactions typically $5000 and above., • Prior experience using CRM systems digital tools and sales tracking software preferred., • Valid drivers license with clean driving record required.

Job Description Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success. About The Wilshire Group The Wilshire Group, a renowned boutique consulting firm in Los Angeles, specializes in revenue cycle optimization and fostering effective collaboration between operational and IT facets. With a robust track record of aiding over 100 healthcare systems nationwide, our team thrives on professionalism, efficiency, and adaptability. Our core values- professionalism, efficiency, and flexibility- underscore our commitment to creating an inclusive and dynamic workplace. We embrace diverse narratives and believe in offering opportunities to exceptional individuals who bring their best to the table. Senior Epic Access Lead (MyChart, Scheduling & Patient Payments) Classification: Contract (W2 Contract) Duration: 6+ Months Compensation: $90.00 per hour Location: Remote with potential client-site travel Position Charge (Role Mandate) The Senior Epic Access Lead is charged with leading patient access strategy, system optimization, and operational transformation initiatives for Wilshire healthcare clients. This role owns the design, configuration, and performance outcomes of Epic MyChart, Scheduling, Registration, and Patient Payment workflows. Operating as a senior consultant and trusted advisor, this individual leads complex engagements independently, influences executive decision-making, and ensures technology solutions measurably improve access, patient experience, and revenue capture. This is a leadership and solution ownership role — not task-based analyst support. Scope of Authority & Accountability This role is charged with: * Leading Epic Access module strategy and optimization across engagements * Designing end-to-end patient access workflows and system configurations * Making build, workflow, and best-practice decisions within Epic * Serving as primary client-facing expert for access operations * Driving project milestones and deliverables autonomously * Mentoring analysts and junior consultants * Ensuring measurable improvements in scheduling efficiency, portal adoption, and point-of-service collections Key ResponsibilitiesStrategic Access Leadership * Assess current-state patient access operations and identify improvement opportunities * Develop future-state workflow designs aligned to industry best practices * Advise client executives on scheduling strategy, digital access, and revenue integrity * Align system configuration with operational and financial goals Epic System Build & Optimization * Lead design, build, testing, and go-live for: * MyChart (patient portal & self-service tools) * Cadence/Scheduling * Registration/ADT * Patient Payments/Point-of-Service collections * Configure rules, templates, workflows, and integrations * Support upgrades, enhancements, and new functionality rollouts * Troubleshoot complex access or payment system issues Project & Engagement Leadership * Develop project plans and manage deliverables * Facilitate requirements sessions and workflow design workshops * Coordinate across clinical, revenue cycle, and IT teams * Communicate risks, timelines, and outcomes clearly to leadership Patient Experience & Revenue Improvement * Increase portal adoption and self-service scheduling * Improve registration accuracy and throughput * Optimize front-end collections and payment processes * Reduce denials related to registration or eligibility errors * Support KPI tracking and performance reporting Stakeholder & Team Collaboration * Train and mentor analysts, super users, and operational leaders * Create documentation and knowledge transfer materials * Represent Wilshire professionally and build strong client relationships Decision-Making Authority This role has authority to: * Recommend and implement Epic configuration and workflow changes * Define access best practices and standards * Lead design decisions and stakeholder alignment * Prioritize tasks within assigned engagements * Escalate only enterprise or contractual risks Performance Expectations Success is measured by: * On-time project delivery * Increased patient portal utilization * Improved scheduling efficiency and access metrics * Improved point-of-service collections * Reduced registration errors/denials * Client satisfaction and repeat engagements * High-quality documentation and knowledge transfer Required Qualifications (Must Have)Epic Experience * 5–8+ years hands-on Epic Access or Revenue Cycle experience * Multiple full-cycle Epic implementations or optimizations * Deep knowledge of front-end hospital or ambulatory access operations * Demonstrated leadership of patient access transformation initiatives Certifications (Required) Active Epic certification(s) in one or more of: * Epic MyChart * Epic Cadence (Scheduling) * Epic Prelude/ADT (Registration) * Epic Grand Central * Epic Resolute Patient Payments / Revenue Cycle front-end (Must maintain current certification status) Professional Skills * Senior-level consulting or project leadership experience * Strong workflow analysis and system design skills * Executive-level communication and facilitation abilities * Ability to work independently with minimal oversight * Experience leading cross-functional teams Preferred Qualifications * Multiple Epic certifications * Healthcare IT consulting experience * Experience with digital front door strategies * Knowledge of eligibility, authorizations, and denial prevention * Experience supporting multi-site health systems Core Competencies * Strategic thinking * Operational excellence * Client partnership * Independent judgment * Problem-solving * Change leadership * Accountability Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.

Job Description This is not a traditional sales position. This role is best described as a consultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested. You will meet with individuals and families virtually (via Zoom or phone), ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways. No cold calling. No chasing. You will work exclusively with individuals and families. who have already requested information or assistance regarding their insurance needs. Key Responsibilities: · Learn and follow proven company systems to deliver a high-quality client experience · Follow up with warm leads and prior client inquiries · Conduct virtual client meetings via Zoom or phone · Educate clients using a consultative, service-first approach · Help clients enroll in coverage they have requested · Maintain clear, professional, and timely communication · Collaborate with team members to ensure consistent client support · Meet performance benchmarks to unlock growth opportunities · Participate in weekly virtual training and professional development · Build and maintain long-term client relationships using company-provided and self-generated leads Qualifications: · 3+ years of experience in sales, customer service, or a related field preferred (No sales experience - we have openings for those who want to serve others in a consultative way) · Strong verbal and virtual communication skills · Comfort with technology and modern digital tools · Excellent time management and organizational skills · Professional, dependable, and service-oriented · Coachable mindset with a willingness to learn and improve Requirements: · Flexible availability, including some evenings or weekends · Reliable smartphone, computer, and internet access · Ability to pass a background check · Ability to complete contracting requirements · Active Life & Health Insurance License or willingness to obtain one with support Compensation & Growth: · Commission-based compensation (1099) · Performance bonuses and incentive opportunities · Clear advancement and leadership development pathways · Annual company trips for qualifying producers · Discounted personal insurance coverage options Compensation is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions. Licensing Support If you do not currently hold a Life & Health Insurance License, Taubman Financial Management provides guidance, resources, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements. About Taubman Financial Management: Taubman Financial Management is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. We take a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors. Final Note This role is ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-based growth. If you are seeking hourly pay or a traditional W-2 position, this role may not be the right fit. If you’re looking for a consultative, service-driven opportunity with long-term upside, we’d welcome the conversation.

Job DescriptionCommercial Insurance Producer (Inside Sales) – New Growth Role Remote | United States Inside Sales | Commercial Insurance We're expanding and hiring a Commercial Insurance Producer to join our inside sales team in a newly created growth role. This position is ideal for sales-driven professionals who thrive in a high-volume quoting, conversion, and cross-selling environment and are looking to build long-term residual income while growing into an advisory-level commercial producer. This role is a core growth engine for the firm, with plans to hire one new producer per quarter for the next three quarters. Compensation & Earnings Potential • Hourly rate: $32-35/hr., • Compensation structure includes: Base salary * Growth bonus * Producer bonus * Residual commissions • Flat-fee commission structure (internal rate; not disclosed externally) Full benefits package * Health insurance * 401(k) * Profit sharing What You'll Do • Quote, sell, and cross-sell commercial insurance lines in a high-volume inside sales model, • Convert inbound and outbound opportunities with a strong close rate (approximately 50%), • Work an active and established pipeline (approximately $720K rolling pipeline), • Educate clients and transition relationships toward advisory-level engagements, • Collaborate closely with account management and service teams to ensure smooth handoffs Maintain a consultative, ethical approach to commercial risk solutions Ideal Candidate Profile * 2–5 years of insurance or inside sales experience * Commercial lines experience preferred; strong candidates from high-volume carriers or agencies encouraged * Motivated by: * Autonomy and ownership of outcomes * Residual commission income * Access to a broader range of commercial products and markets * Higher close rates than traditional agency environments * A clear path to becoming a trusted commercial advisor What This Role Offers • Training focused on selling in California and multi-state commercial markets, • Exposure to multiple commercial lines, not limited to carrier-specific products A large, active opportunity pipeline from day one * Clearly defined growth and advancement opportunities Traits That Predict Success * Coachable with a strong growth mindset * Positive, proactive communicator * Team-oriented (not a lone-wolf seller) * Conscientious and ethical with client-first instincts * Thrives in structured, fast-paced, high-volume sales environments

Job DescriptionCourtAvenue is a company of industry experts accelerating digital transformation for the world’s most ambitious companies. At CourtAvenue, you will be a part of a culture powered by entrepreneurs, technologists, data scientists and the habitually restless dedicated and energized to design products and services that transform businesses while optimizing them for growth. You will have the opportunity to learn and grow within a culture that values innovation while focusing on redesigning the experience between consumer and service (or product) by leveraging a fluid, seamless, and thoroughly transparent engagement. At CourtAvenue, an Associate Account Director (who we affectionately refer to as an Associate Director, Business Innovations) acts as our client’s partner, ensuring seamless execution of business strategies and optimizing internal team processes. This pivotal role is the bridge between executional management and strategic account leadership, focusing on driving day-to-day business success while actively developing the skills needed to tackle complex, high-level business challenges. The AD is an exceptional communicator, highly organized, and committed to building strong, constructive relationships across client and internal teams. We are focused on creating a best-in-class experience for our clients. The Associate Director, Business Innovations will be responsible for the following: Core AD Responsibilities * Serve as a primary contact for clients, leading both strategic and executional work in partnership with client operations. * Serve as a trusted advisor, providing guidance that ensures the brand’s digital presence meets business goals and user needs. * Support leadership in tracking project financials and business performance to learn the principles of account financial management and profitability. * Partner closely with project management, UX, design, development, and content teams to ensure flawless execution and alignment to client strategy. * Proactively identify opportunities for digital innovation, optimization, and business growth. * Facilitate and organize cross-functional communication and documentation across Strategy, Creative, Media, and Data teams to maintain project alignment. * Provide research and organizational support for new business proposals and pitches. Account-Specific Focus: Automotive Client * Act as the internal subject matter expert on the client’s specific industry and digital ecosystem. * Lead day-to-day account management with a focus on digital experience, UX/UI design, and content management for the brand’s website. * Develop a working knowledge of the client’s specific website component library and content management workflows to ensure efficient execution. * Manage the annual calendar of updates (exp. model year updates) ensuring alignment with brand standards and user experience best practices. Qualifications & Requirements * 8+ years of progressive professional experience in digital, creative, media, or business consulting environments. * Proven ability to manage complex, multi-faceted projects requiring alignment across numerous internal and external stakeholders. * Exceptional written and verbal communication skills, including the ability to articulate complex concepts clearly and persuasively. * Bachelor’s Degree in Marketing, Communications, or a related field. * Self-starter with a solutions-oriented mindset and the ability to navigate challenges and negotiations with professionalism. * Our organization follows a structured-hybrid work model, where employees work in an office environment in the middle of the week and remotely on Mondays and Fridays. Candidates must reside in a supported hub. Account-Specific Requirements: * Proven experience managing large-scale digital programs, ideally including website UX/UI design and content management. * Experience in automotive is strongly preferred. * Candidates for this position should be located near one of our two California offices: * Los Angeles, CA * San Diego, CA Final compensation will be determined by total related experience as well as geography.CourtAvenue, INC. is an Equal Opportunity Employer. CourtAvenue recruits qualified applicants without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or genetic information. CourtAvenue, INC. participates in the E-Verify program. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form (I-9) upon hire.

Job Description Position: Wealth Management Advisor Compensation: Starting at $125K Overview: We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations. Key Responsibilities: Financial Planning * Create personalized financial plans by understanding each client’s values, goals, and complex financial situation. Investment Management * Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation. Retirement Planning * Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions. Tax Minimization * Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities. Estate Planning * Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner. Business Succession Planning * Guide business owners through transition strategies to ensure continuity of ownership and operations. Specialized Client Services * Address unique financial challenges such as sudden wealth events or non-traditional income structures. Our Approach: Fiduciary Standard * Operate under a fiduciary duty, always acting in the client’s best interests. Holistic, Personalized Service * Offer a broad range of services—from investment planning to education—customized to each client’s needs. Long-Term Orientation * Focus on sustainable, long-term financial strategies rather than short-term market timing or trends. Collaborative Expertise * Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions. Qualifications: * 5+ years of experience in wealth management or financial advisory roles * CFP®, CFA®, or other relevant certifications strongly preferred • Series 65 or 66 required Deep understanding of the financial needs of high-net-worth clients * Strong interpersonal skills and a client-first mindset * Ability to navigate complex financial situations with discretion and clarity

Job Description Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: • Ideally, 1-2+ years of sales or business development experience, • Strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job DescriptionDescriptionPosition Overview We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment. Key Responsibilities • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes., • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues., • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details., • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM., • Compliance: Ensure all client interactions and transactions comply with industry regulations., • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings., • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention., • Education & Training: Educate advisors on financial products, services, and systems., • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy., • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations. Qualifications • At least three years of experience in financial services, advisory office practices, and custodial operations., • Excellent organizational and time management skills to handle multiple tasks and meet deadlines., • Detail-oriented with the ability to maintain accuracy with financial documents., • Strong communication skills, both verbal and written, to interact effectively at all levels., • Ability to manage multiple priorities, resolve issues, and provide high-level customer service., • Proficiency in office software, reporting tools, and CRM systems., • Familiarity with investment concepts and industry compliance standards. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Pay: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth., • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Quarterly team-building events, • Regular social events, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You’ll build lasting relationships with clients, guiding them through various stages of their financial journeys with a suite of diverse and innovative financial solutions. Our mission is to provide families with stability and confidence, and you'll be at the forefront of this important work. We’re committed to your growth with comprehensive training and resources to help you succeed. Whether you're new to the field or have experience, you’ll find a supportive environment that encourages professional development and personal achievement. Join us to enjoy a career with structured support, potential for substantial earnings, and the satisfaction of helping clients meet their financial goals in an ever-evolving world. This position is not fully remote. • Job Types: Full-time, Contract, • Pay: $50,000 - $150,000 per year, • Compensation Package: Commission pay, • Ability to Commute: Los Angeles, CA, • Ability to Relocate: Los Angeles, CA: Relocate before starting work, • Work Location: Hybrid remote in Los Angeles, CA Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan, • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits.About Company At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals. As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones. We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Job Description We are looking for a Certified Technicians to join our team. If you are tired of where you work and want to work in a clean and safe environment, come and see what we have to offer. We are looking for certified technicians to join our team. We provide an excellent working environment and temperature-controlled shop. At Perry Ford of National City, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Perry Ford of National City is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our dealership. WHAT WE OFFER • Medical and Dental, • Competitive wages, • Paid time off and vacation Perform work specified on the repair order with efficiency and in accordance with dealership * Test-drive vehicles, and test components and systems, using diagnostic tools and special service equipment * Diagnosing, maintaining, and repairing vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc. * Communicate directly with the Service Advisor so that customers can be informed if any additional service is needed. Providing an estimate of time needed for additional repairs * Executing repairs under warranty to manufacturer specifications Qualifications * 2+ years of Service Technician experience required * Certified General Motors Technician * ASE Certification required * B level qualifications, including Diagnostic, Electrical and Engine Repair * Must hold a high school diploma or equivalent * Excellent customer service skills * Basic Computer skills * Positive, friendly attitude, along with a customer service mentality * Enjoy working in a fast paced environment * Team player * Must have a valid driver’s license * Ability to learn new technology, repair and service procedures and specifications Able to operate electronic diagnostic equipment

Job Description Senior Sales Account Executive (Freight Forwarding) International Sales Air/Ocean $60,000 - $90,000/annual base salary + uncapped sales commission - Base salary depends on industry and sales experience. Benefits: Monthly car allowance. Relocation and travel opportunities for top performers. 10-days PTO (Paid Time Off), Employee Appreciation Days, Paid Holidays, Sick/Flex time. Full Health Insurance covers medical, dental, vision, term life, and accident insurance. 401K retirement plan with 3% company match. Annual performance and mid-year reviews for salary increases Sorry, Visa/sponsorship is not available Our client is one of the top freight forwarders in the transportation industry. We provide freight transportation, logistics, and information services to over 50,000 customers through a network of global offices. Responsibilities: Seek out new clients and establish a book of business through prospecting and networking (cold calling, electronic media, seminars, trade shows, in-person presentations, etc.). Present the Group's service offers: Ocean Import/Export, Air Import/Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists to create sales presence in local market. Maintain communication with internal teams as well as overseas offices. Travel locally for client meetings and presentations. Position: As a Logistics Consultant or Senior Logistics Consultant, you will execute full sales lifecycle processes from pre-work, detailed discovery conversations, and informative meetings in order to identify the needs of prospective clients and perform as a trusted advisor for their forwarding needs. Requirements: Minimum 2 years' experience in a freight forwarding role is required. Previous experience directly selling ocean and/or air services is preferred. Previous experience using the ERP system, CargoWise One, is preferred. Entrepreneurial spirit; team player; problem solver. High emotional intelligence and communication skills. Professional email and phone etiquette. Proficiency in Microsoft Office, including Word and Excel. Education: Bachelor's Degree is highly preferred. Sorry, Visa / sponsorship not available.

Job DescriptionSalary: $60,000 -$75,000 Case Manager Job Description GENERAL RESPONSIBILITIES The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients. The Case Manager is proficient in all Northwestern Mutual systems and maintains a high level of accuracy, dependability, and provides an exceptional customer service. This service provides comprehensive insurance support to streamline the underwriting process, provide an exceptional client experience, and facilitate practice growth. Responsibilities include, but are not limited to: Underwriting • Assists in application prefills and medical scheduling., • Reviews the applications for accuracy prior to submission., • Efficiently manages the submission of applications., • Gathers pending case requirements and requests additional information from the client., • Runs revised illustrations upon policy approval., • Prepares and gathers all policy delivery requirements to be sent out for E- signatures, • Resolves underwriting issues and acts as an advocate for the Financial Advisor and clients. Communication • Updates the clients on the status of their applications and acts as a liaison between the underwriter, financial advisors and the client., • Creates a weekly case update report to send to the financial representative., • Communicates with the underwriter to resolve issues, send requirements and ensure a smooth underwriting process., • Meets with the financial representative and their team once a week to discuss the cases in underwriting on the weekly case update report. Policy Owner Services Process inforce policy requests (beneficiary changes, address changes, ISA drafts, inquiries and loans. Runs policy change estimates and policy maintenance. Runs inforce illustrations QUALIFICATIONS • Bachelors degree in business, finance and/or equivalent work experience preferred, • 2-5 years of financial services experience preferred, • Strong analytical, problem solving, and written and verbal communication skills with the ability to work well with others, • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment, • Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly, • Life, Accident, & Health Insurance Licenses to be obtained within the first 3-6 months of employment COMPENSATION & BENEFITS • Competitive Compensation: Base salary of $60k-75k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage., • Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways., • Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction., • Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives., • Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals., • Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

Job Description Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice. Primary Responsibilities: Client Planning & Documentation • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration., • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor, • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively “tell the client story.”, • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning, • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries., • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale., • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team., • Internally manages one of the team’s key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps, • Support the management of the annual “Report Card” process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year, • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy., • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process., • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans., • Collaborate with external center’s of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution, • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth., • Strong understanding of financial, tax, and estate planning principles and documentation., • Technical proficiency with Salesforce, financial planning software, and Microsoft Office., • Exceptional written and verbal communication skills, • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments., • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed, • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly, • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable, • Bachelor’s degree in finance, Business Administration, Economics, or related field, • Undergraduate degree – Required, • Certified Financial Planning “CFP” designation - Required, • Life & Health license in the State of CA – Optional, • 3+ years minimum experience in wealth management, • Accountability, • Communication, • Teamwork, • Adaptability, • Client Orientation, • Emotional Intelligence We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected pay range for this role is $65,000 to $95,000 plus bonus.

Job DescriptionDescription: WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE • You are the best of the best. Your producers and clients love you and you know how to keep them delighted!, • You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years’ experience in a Client Manager or Client Advisor role., • Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say., • You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery., • You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills., • Technology is your friend– you usually know all the shortcuts, and what you don’t know, you learn quickly., • You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend., • If you have a bachelor’s degree and/or Insurance Designation that’s a plus in your favor!, • Experience managing Life Science accounts preferred. THE JOB A Client Executive contributes to C3’s success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: • Model the C3 culture to service teams through demonstration of company values, mission, and vision., • Provide guidance to team on coverage, process adherence, and quality standards., • Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA’s and KPI’s monthly, quarterly, and annually., • Monitor service level adherence based on client segment to include the following activities:, • Meet regularly with Producers to update, advise, and inform., • Coordinate all activities on accounts., • Complete and/or review new and renewal proposals., • Participate and/or lead in all meetings with clients., • Prepare and present pre-renewal strategy documents., • Provide support and develop strong client relationships., • Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed., • Participate in new business development and presentations., • Manage all facets of the renewal process:, • Initiate client contact and orchestrate renewal strategy meetings., • Coordinate early renewal negotiations with incumbent carriers., • Oversee the process of preparing and updating specifications., • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage, • Coordinate coverage placement through marketing efforts and provide direction to the service team, • Review all quotes and manage coverage comparisons and rate negotiations, • Prepare and deliver proposals., • Prepare all binding instructions to carriers., • Manage Expiration Lists, • Establish and consistently maintain effective and positive working relationships with all associates and clients., • Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format., • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content., • Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients., • Stay up to date on industry trends and changes including state and governmental regulations., • Participate in continuing education and industry events., • Support carrier relationships and build contacts through industry partnerships and associations., • Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts., • Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance., • Adherence to the stated expectations of the C3’s Quality Management Program., • May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process., • Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands • You must be able to use a keyboard and other office equipment., • Willing to attend industry events and travel to client’s sites required, with occasional overnight stays on out-of-state site visits., • C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: • Competitive salary, • 100% employer-paid benefits, • 401K match, • Opportunities for growth, • Flexible working schedules, • Unlimited PTO to support work/life balance (with a two-week minimum), • Fun atmosphere, • No micromanagement