Entry Level

3 months ago


Carlsbad, United States Comprehensive Advisor Full time
Job DescriptionJob Description

Our well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.

Our office strives to provide excellent service to our prospects and clients seeking a partner in their financial future and retirement. This new team member should have a passion for helping others, like us

This position requires that you possess the following skills:

• Knowledge of Redtail CRM, Microsoft Excel, Google Sheets and Microsoft Word Processing software

• Ability to prioritize projects and manage time

• Savvy customer service to include excellent communication both verbal and written

• Strong follow-through

• Strong organizational skills, detail oriented, proactive and resourceful

• Reliable with exceptional work ethic

• Flexibility to contribute as part of a team as well as independently

• Ability to demonstrate persistence to achieve quality

• Good-natured, positive attitude

Minimum Requirements:

• 1 year of Administrative office experience in a fast-paced environment

• Financial Industry experience preferred, but not required

• Intermediate to advanced skills with MS Office Suite

• RedTail CRM experience preferred, but not required

Responsibilities Include:

• Complete & process new client applications and supportive paperwork & order life and long-term insurance exams as needed

• Complete service requests pertaining to onboarding needs

• Coordinate with prospects/client to obtain signatures, needed information, and provide weekly status updates

• Follow-through with correspondences inside and outside of the company

• Input detailed notes into RedTail CRM, and keep updated with client’s current information and supporting documents

• Update internal business trackers as needed

• Follow-up on delivery requirements and notify team members


Additional Information:

Dedication to the accurate completion of and detailed follow through with all client onboarding and account paperwork is key. Necessary information and confirmation at every level of processing may be required from multiple sources; hence the ability to discern and prioritize tasks in a fast paced environment is also needed. We are a full service customer centric firm. A positive attitude and initiative are welcome in this lively office. Salary is dependent on qualification and experience.

 

 

Company DescriptionWe are a well-established and growing financial services firm in Carlsbad, CA.Company DescriptionWe are a well-established and growing financial services firm in Carlsbad, CA.
  • Project Assistant

    3 days ago


    Carlsbad, United States Dickinson Cameron Construction Full time

    Are you looking into a construction project management career? Dickinson Cameron has a great entry level position as an entry level Project Assistant for our Carlsbad, CA office! The Project Assistant (PA) facilitates the administration paperwork and timely operation of all the moving parts of the project bidding team. As well as working in entry level...

  • Property Accountant

    2 months ago


    Carlsbad, United States Next Level Resources Full time

    Job DescriptionJob DescriptionA rapidly growing real estate organization that is focused on the acquisition, development and management of commercial properties on the west coast is looking for a Property Accountant to join their talented and friendly team.The company offers an excellent work environment as well as the opportunity for career...

  • Staff Auditor

    3 months ago


    Carlsbad, United States Next Level Resources Full time

    Job DescriptionJob DescriptionA rapidly growing CPA firm based in Carlsbad and with corporate clients in multiple states is looking for a Staff Auditor to join their team. This is a newly created position due to company growth. The company offers a good work/life balance and the opportunity to work with a talented and friendly team.The Staff Auditor position...


  • Carlsbad, United States Marquee Staffing - CB Full time $21 - $23

    Job DescriptionJob DescriptionSeeking a meticulous and detail-oriented Customer Support Data Entry Clerk to join our Customer Service team. The ideal candidate will be responsible for accurately entering and managing customer information, ensuring data integrity, and supporting our customer service efforts. This role requires a high level of organization,...

  • Entry Level

    3 months ago


    Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.Our office strives to provide excellent service to...


  • Carlsbad, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...


  • Carlsbad, United States Dennis Group for New Grads, Co-Ops & Internships Full time

    Job DescriptionJob DescriptionJob SummaryPackaging Engineers work closely with our process, controls, and building system engineers to scope, layout, install, and commission packaging equipment lines for our food and beverage industry clients. Dennis Group is a design build engineering firm and general contractor that designs and build food and beverage...

  • Pastry Cook 3

    3 months ago


    Carlsbad, United States Park Hyatt Aviara Full time

    **Pastry Cook 3** Park Hyatt Park Hyatt Aviara Resort CA - Carlsbad Culinary Hourly/Entry Level Employee Full-time Hourly US Dollar (USD) pay basis Req ID: CAR003697 Share Pastry Cook 3 via Email **Summary** Preparation of all pastry products as trained in accordance to Pastry shop standards; assists higher level bakers; other duties as assigned by Chef.

  • Store driver

    2 weeks ago


    Carlsbad, United States Advance Auto Parts Full time

    Location: Location: Store driver in Carlsbad, NM at Advance Auto Parts **Location:** 409 South Canyon Street **Career Description** ****Job Description**** We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age national origin, religion, sexual orientation, gender...

  • Store driver

    2 weeks ago


    Carlsbad, United States Advance Auto Parts Full time

    Location: Location: Store driver in Carlsbad, NM at Advance Auto Parts **Location:** 409 South Canyon Street **Career Description** ****Job Description**** We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age national origin, religion, sexual orientation, gender...

  • Dish Washer

    3 months ago


    Carlsbad, United States M&K Pizza Pizza Inn Full time

    Job DescriptionJob DescriptionDuties and ResponsibilitiesCleans soiled dishes and small wares. Returns clean and sanitized dishes to proper locations.Maintains dish machine. Ensures it is operating correctly. Reports any defects immediately. Cleans and polishes machine thoroughly on a regular basis.Removes trash from kitchen and places trash in...

  • Phone Pro

    3 months ago


    Carlsbad, United States M&K Pizza Pizza Inn Full time

    Job DescriptionJob DescriptionDuties and ResponsibilitiesAnswers phone, suggestively sells menu items, accurately takes orders and quotes proper delivery times.Familiar with menu and able to describe items.Knows manager, coupon and Radio/TV specials.Responsible for proper cash handling.Able to give directions to the restaurant.Keeps pace with incoming...

  • Phone Pro

    3 months ago


    Carlsbad, United States M&K Pizza Pizza Inn Full time

    Job DescriptionJob DescriptionDuties and ResponsibilitiesAnswers phone, suggestively sells menu items, accurately takes orders and quotes proper delivery times.Familiar with menu and able to describe items.Knows manager, coupon and Radio/TV specials.Responsible for proper cash handling.Able to give directions to the restaurant.Keeps pace with incoming...

  • Phone Pro

    3 months ago


    Carlsbad, United States M&K Pizza – Pizza Inn Full time

    Duties and ResponsibilitiesAnswers phone, suggestively sells menu items, accurately takes orders and quotes proper delivery times.Familiar with menu and able to describe items.Knows manager, coupon and Radio/TV specials.Responsible for proper cash handling.Able to give directions to the restaurant.Keeps pace with incoming orders.Keeps area clean and...


  • Carlsbad, United States GSFoods Full time

    Job OverviewPOSITION: Staff Accountant DEPARTMENT: Accounting & FinanceREPORTS TO: Accounting Manager/Supervisor CLASSIFICATION: Hourly/Non-ExemptGSFoods stands as a premier food distributor serving K-12 educational institutions across the United States. Our commitment to exceptional customer service is matched only by our dedication to our employees, who...

  • Server

    3 months ago


    Carlsbad, United States M&K Pizza Pizza Inn Full time

    Job DescriptionJob DescriptionDuties and ResponsibilitiesGreets guests and presents them with the menu. Informs guests of specials and menu changes, suggestively sells, and answers questions regarding food, beverages and service.Takes food orders from guests and relays to kitchen staff.Prepares and delivers beverage orders.Serves courses from kitchen and...

  • Server

    3 months ago


    Carlsbad, United States M&K Pizza Pizza Inn Full time

    Job DescriptionJob DescriptionDuties and ResponsibilitiesGreets guests and presents them with the menu. Informs guests of specials and menu changes, suggestively sells, and answers questions regarding food, beverages and service.Takes food orders from guests and relays to kitchen staff.Prepares and delivers beverage orders.Serves courses from kitchen and...

  • Financial Analyst

    3 days ago


    Carlsbad, United States Puma Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Puma. As a key member of our finance department, you will be responsible for supporting the COBRA PUMA GOLF business with a focus on Operational Expenditure (OPEX) and Royalties.Key ResponsibilitiesOperational Expenditure (OPEX) Management: Provide advice and business partnering...

  • Real Estate Recruiter

    3 weeks ago


    Carlsbad, United States HomeSmart Realty West Full time

    We're hiring a full-time Entry-Level Real Estate Recruiter to identify agents with potential for our team. Your role will involve ensuring candidates meet our high-performance standards, possess the required qualifications, and align with our team culture. We're seeking a detail-oriented, organized professional with a knack for spotting talent. If this...


  • Carlsbad, United States Manpower Full time

    Job DescriptionJob DescriptionSchedule: 3pm-1:30am, Monday - Thursday Type: Temp-to-hireSUMMARY:The Paint Technician is responsible for finishing and painting plastic parts using various types of paints and primers to meet customer specifications.RESPONSIBILITIES:Spray various types of primer and paints, and Mold Tech textures with various types of...