We have other current jobs related to this field that you can find below

  • Financial Education Coach

    4 weeks ago

    Southfield, United States Gesher Human Services Full time

    Job DescriptionJob DescriptionJOB TITLE: Financial Education Coach DEPARTMENT: Financial EducationSUPERVISOR: Financial Education ManagerGesher Human Services is a bridge to hope and opportunity for people at work, at home, and in the community. Gesher’s workforce development, behavioral health, and inclusion programming serves all Metro Detroiters while...

  • W2 Call Center Life Insurance Agent

    1 month ago

    Southfield, United States eFund Insurance & Financial Services, LLC Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance Agent (W2) – eFund Insurance & Financial Services, LLCLocation: Southfield, MIAbout Us: eFund Insurance & Financial Services, LLC stands as a leader in Final Expense TeleSales, dedicated to providing families with essential life insurance options. We are currently seeking licensed life insurance...

  • Branch Manager-Southfield Branch

    2 months ago

    Southfield, United States Zeal Credit Union Full time

    Job DescriptionJob DescriptionAre you ready for a career that will provide you with a good work-life balance, a great family atmosphere, paid time off, and paid holidays? Do you enjoy interacting with community members, building trusted relationships, and assisting them with their financial needs? Here at Zeal Credit Union, we offer the ability to do just...

  • Assistant Branch Manager

    2 months ago

    Southfield, United States Vibe Credit Union Full time

    Job DescriptionJob DescriptionPosition Purpose Assistant Branch Managers are responsible for ensuring outstanding service is delivered to both internal and external members. Assistant Branch Managers will assist in developing a highly effective team of employees to reach their highest potential through coaching and leadership. A key component of this service...

  • Private Client Relationship Manager-Royal Oak

    2 weeks ago

    Southfield, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Retail Credit Analyst

    2 weeks ago

    Southfield, Michigan, United States TD Bank Group Full time

    Work Location: United States of America Hours: 40 Pay Details: $ $26.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon...

  • Retail Credit Analyst

    2 weeks ago

    Southfield, United States TD Bank Group Full time

    Work Location: United States of America Hours: 40 Pay Details: $25.00 - $26.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon...

  • Group Creative Director

    1 month ago

    Southfield, United States Comcast Corporation Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...

  • Interim Controller

    5 days ago

    Southfield, United States Jefferson Wells Full time

    Our client, in the Transportation industry is seeking a strong Interim Controller to join their team. As an Interim Controller you will be part of the Accounting Department supporting three direct reports. The ideal candidate will have strong collaborative, exemplary management, and high level analytical skills which will align successfully in the...

  • Head Start/GSRP Data Clerk

    3 months ago

    Southfield, United States Elite School Staffing Full time

    Immediate Opening! Salary is negotiable and based on Experience!Elite Staffing and Consulting LLC is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or...

  • Director of Survey

    3 months ago

    Southfield, United States Atwell, LLC Full time

    Job DescriptionJob DescriptionAtwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned...

  • Director of Survey

    2 months ago

    Southfield, United States Atwell, LLC Full time

    Job DescriptionJob DescriptionAtwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned...

  • Materials Manager

    2 months ago

    Southfield, United States Michigan Orthopaedic Surgeons PLLC Full time

    Job DescriptionJob DescriptionWho We AreAs the largest and most comprehensive orthopaedic team in the state, we bring together the medical expertise of leading orthopaedic and musculoskeletal surgeons, specialists, and research pioneers. Every provider in our network shares a deep commitment to leadership in education, innovation, and research, as well as a...

  • CI Director

    21 hours ago

    Southfield, United States Tenneco Full time

    Tenneco is one of the world’s leading designer, manufacturers and marketers of automotive products for original equipment and aftermarket customers, with approximately 78.000 team members working at more than 300 sites worldwide. Through our four business groups, Motorparts, Ride Performance, Clean Air and Powertrain, Tenneco is driving advancements in...

  • Business Consultant

    4 weeks ago

    Southfield, United States QT Business Solutions Full time

    Job DescriptionJob DescriptionBusiness Consultant - Sales RepresentativeSalary Range$25.00 per commissionJob SummaryObjective:To market and enroll prospects into our Business Consulting, Business Plan Writing, and Grant Writing ServicesSummary:Provides Business Consulting, Business Development, closes sales, and resolves issues by offering solutions,...

  • Business Consultant

    1 month ago

    Southfield, United States QT Business Solutions Full time

    Job DescriptionJob DescriptionBusiness Consultant - Sales RepresentativeSalary Range$25.00 per commissionJob SummaryObjective:To market and enroll prospects into our Business Consulting, Business Plan Writing, and Grant Writing ServicesSummary:Provides Business Consulting, Business Development, closes sales, and resolves issues by offering solutions,...

  • Technical Account Leader

    3 days ago

    Southfield, Michigan, United States Applied Innovation Full time

    Position OverviewApplied Innovation is in search of a detail-oriented and customer-focused professional to take on the role of vCIO/Technical Account Manager. This position is centered around post-sales account management and involves direct reporting to the vCIO Manager.Key ResponsibilitiesThe successful candidate will be responsible for:Overseeing a...

  • Audit Senior Associate

    4 weeks ago

    Southfield, United States Baker Tilly Full time

    Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...

  • Federal Tax Manager

    3 days ago

    Southfield, United States Baker Tilly Advisory Group, LP Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • VP of Housing Operations

    1 month ago

    Southfield, Michigan, United States Presbyterian Villages of Michigan Full time

    OverviewPresbyterian Villages of Michigan, a faith-based, premier nonprofit organization providing senior living and services in Michigan, has a great opportunity to join our leadership team as the Vice President of Housing Operations. We invite you to help us create new possibilities for quality living for the seniors we serve.The VP of Housing Operations...

Financial Coach

3 months ago

Southfield, United States QT Business Solutions Full time
Job DescriptionJob Description

Job Summary

Provides business consulting, financial projections creation and maintain the financial records of QT and QT's customers. Candidates should have full knowledge of all QT's services and upsell additional products and services. Banking and lending experience will be a plus. Our goal is to get our clients to the finish line in 6 weeks and create 100% raving fans. This position is a Part-Time to Full-time position that will require 20 to 35 hours per week. This is a remote position. Hours will typically be between 9 am and 3 pm, however, evening, weekend, and in-person events or appointments may be required and therefore schedule flexibility is required.

General Accountabilities

  • Provide Business Consulting services to QT and QT's clients
  • Create realistic and actionalble financial projections for QT and QT's clients
  • Upload complete Financial Projections to client project file immediately after creation to ensure timely business plan creations
  • Collect data from client for loan package
  • Assemble loan package
  • Submit loan applications for QT and QTs clients
  • Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
  • Classifies, records, and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers
  • Debits, credits, and totals accounts
  • Receives, records, and banks cash, checks and vouchers.
  • Complies with federal, state, and company policies, procedures, and regulations.
  • Compiles statistical, financial, accounting, or auditing reports and tables of cash receipts, expenditures, accounts payable and receivable, and profits and losses
  • Reconciles or notes and reports discrepancies found in records
  • Must be present at weekly mandatory staff meeting
  • Must turn in an up to date project progress report at each staff meeting
  • All email inboxes or sales leads from anywhere need to be cleared and each potential client has to have been called at least 1 time with notes entered into Infusionsoft
  • Turn in a signed clock-in and clock-out sheet
  • Turn in an end-of-the-week sales report
  • Turn in your monthly schedule at least one month in advance or convey to management a common monthly schedule that you will abide by so that staff may set appointments
  • Refer at least 5 ancillary services per month
  • Be at least 5 minutes early to each scheduled appointment
  • Be productive at all times during your promised 20 hours with complete focus on performing QT services
  • Facilitating workshops at owners location, Zoom or online locations, QT location or outside locations
  • Prospect for clients, meet with clients and present QT products and services truthfully, with the highest degree of integrity
  • Profile Prospects and enter their contact and business information data using your assigned affiliate link or infusionsoft login immediately as QT awards commission to the first affiliate referring a new prospect/client
  • Meeting with potential business owners at their offices, Zoom or online, or with those business owners at QT’s offices
  • Provide QT clients with training of best practice methods
  • Speak to QT clients on conference calls, zoom calls, or in QT office for data collection
  • Provide proper research for the grant proposal or business plan
  • Cite correctly and provide grant proposals or business plans without error
  • Submit business plans to lenders in correct order with all supporting documentation
  • Submit loan applications in correct order with all supporting document
  • Explaining QT’s services, truthfully, with integrity to potential customers of QT
  • Filling out paperwork (i.e. sales contracts) completely and correctly
  • Submitting customer or potential customer files to QT in a timely fashion
  • Protecting the data of potential customers and customers of QT while in the care of the independent contractor
  • Using only QT approved advertising and marketing materials
  • Complete all tasks promised to QT Clients
  • *The company reserves the right to add or change duties at any time.

Job Qualifications

  • Education: Associate's degree.
  • Experience: 6 months; or equivalent of education and experience.
  • Extensive Quickbooks knowledge required
  • Enrolled Agent Preferred
Company DescriptionQT Business Solutions writes custom and fundable business plans for For-Profit business owners looking to apply for funding and Custom Grant Proposals for Non-Profit business owners. We have a constant stream of new potential clients asking for our help and all we need is a caring, effective team that can help us help our clients.

QT Business Solutions will be franchising and our company is primed for growth. We are looking for experienced, professional, self-starters with an ambition to relentlessly help our clients reach their business goals and dreams.Company DescriptionQT Business Solutions writes custom and fundable business plans for For-Profit business owners looking to apply for funding and Custom Grant Proposals for Non-Profit business owners. We have a constant stream of new potential clients asking for our help and all we need is a caring, effective team that can help us help our clients. \r
\r
QT Business Solutions will be franchising and our company is primed for growth. We are looking for experienced, professional, self-starters with an ambition to relentlessly help our clients reach their business goals and dreams.