Current jobs related to Senior Financial Agency Leader - San Francisco, California - Lifetime Recruiting Strategies
-
Senior Financial Leader
7 days ago
San Francisco, California, United States Zeal Co Full timeAbout the RoleThe Head of Finance will report directly to our CEO and play a key role in owning multiple high-level finance projects for Zeal. The Head of Finance will oversee the treasury and accounting functions; managing day-to-day operations, financial reporting, and the creation of internal control policies and procedures.Responsibilities• Own all of...
-
Senior Financial Leader
7 days ago
South San Francisco, California, United States BioSpace, Inc. Full timeSenior Financial LeaderAt BioSpace, Inc., we are seeking a highly skilled Senior Financial Leader to join our team. As a key member of our leadership team, you will play a critical role in driving our financial strategy and ensuring the long-term sustainability of our organization.Key Responsibilities:Financial Planning and Analysis: Develop and implement...
-
Financial Manager
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeJob Title: Manager of FinanceAt Creative Financial Staffing, we are seeking a highly skilled and experienced Manager of Finance to join our team. The successful candidate will be responsible for the financial management of our organization, ensuring accurate and timely financial reporting, and providing strategic financial guidance to senior management.Key...
-
Financial Manager
2 weeks ago
San Francisco, California, United States Creative Financial Staffing Full time**Financial Leadership Role**We are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for the financial management of our organization.Under the supervision of the Senior Director of Finance and Planning, you will oversee the financial management of...
-
Senior Financial Analyst
4 weeks ago
San Francisco, California, United States Edgewood Center for Children and Families Full timeSenior Financial AnalystEdgewood Center for Children and Families is seeking a highly skilled Senior Financial Analyst to join our Finance Department. As a key member of our team, you will play a critical role in sustaining the financial well-being of our organization.Job SummaryThe Senior Financial Analyst will be responsible for financial and data analysis...
-
Corporate Financial Leader
2 weeks ago
San Francisco, California, United States Renowned Recruitment Group Full timeJob Summary:Renowned Recruitment Group is seeking a highly skilled Corporate Financial Leader to oversee accounting and finance operations. The ideal candidate will have a strong background in financial management, with experience in leading teams and driving financial growth.Key Responsibilities:Manage a team of five accountants, including an Accounting...
-
Senior Financial Services Sales Leader
7 days ago
San Francisco, California, United States Plaid Full timeUnlock Financial Freedom with Plaid's mission to make the financial ecosystem more equitable. We're seeking a Senior Financial Services Sales Leader to join our Sales Leadership team and help drive strong customer and revenue acquisition. As a key member of our team, you'll play a crucial role in defining our Sales strategy and building a world-class talent...
-
Senior Financial Reporting Leader
2 weeks ago
San Jose, California, United States Clearwater Analytics Full timeThis role will report to the Director of External Reporting and Revenue. As a key member of the CFO organization, you will collaborate with department leaders on the SEC reporting processes and technical accounting matters. You will regulate the flow of information and supporting documentation required for accurate and timely reporting of required filings...
-
Senior Financial Analyst
2 weeks ago
San Francisco, California, United States iHire Full timeJob Title: Senior Financial AnalystThe San Francisco Office of Community Investment and Infrastructure (OCII) is seeking a highly skilled Senior Financial Analyst to serve as the OCII Debt Manager.As a key member of the OCII team, the Senior Financial Analyst will be responsible for performing complex financial analysis, managing the Agency's debt program,...
-
Chief Financial Officer
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeJob Title: Director of Finance and AccountingA seasoned financial leader is sought to partner with the Executive Director of this esteemed Foundation. The ideal candidate will possess a strong background in finance and accounting, with a proven track record of success in a senior leadership role.Key Responsibilities:Oversee and direct the financial...
-
Senior Financial Analyst
2 weeks ago
San Francisco, California, United States WestEd Full timeAbout WestEdWestEd is a non-profit organization dedicated to improving education, health, and justice systems that serve children and families. Our team of researchers, practitioners, and consultants work together to develop evidence-based solutions and provide consulting services across the country.The OpportunityWe are seeking a Senior Financial Analyst to...
-
Senior Financial Manager
7 days ago
San Francisco, California, United States BioSpace, Inc. Full timeJob Summary:We are seeking a highly skilled Senior Financial Manager to join our team at BioSpace, Inc. as a Vice President, Finance. This is a critical role that will oversee all aspects of Finance for the organization, including reporting, accounting, tax, treasury, and financial planning and analysis.The ideal candidate will have a strong background in...
-
Senior Finance Leader
7 days ago
San Francisco, California, United States Scope AR Full timeAbout the RoleThis is a senior leadership position that will report directly to the CEO and be responsible for leading and scaling the finance and accounting functions at Scope AR. The ideal candidate will have a strong background in investment banking and/or private equity, along with senior finance leadership experience at high-growth tech companies.Key...
-
Controller - Financial Operations Leader
7 days ago
San Francisco, California, United States REDF Full timeAbout REDFAt REDF, we're committed to building an economy that works for everyone. Our organization discovers and supports social entrepreneurs across the United States who employ individuals facing employment barriers.We invest in mission-driven businesses, called employment social enterprises, to help them scale their impact. Our grantmaking is paired with...
-
Senior Financial Analyst
3 weeks ago
San Francisco, California, United States WestEd Full timeAbout WestEdWestEd is a community of over 1,000 researchers, practitioners, consultants, and administrative professionals from diverse backgrounds and life experiences. We are committed to making a qualitative difference in the lives of youth, children, and adults. Our mission is to improve the educational systems that serve children and families.Job...
-
Senior Financial Analyst
6 days ago
San Francisco, California, United States WestEd Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at WestEd. As a Senior Financial Analyst, you will be responsible for financial and project management activities related to strategic business decisions within Division 2.Key ResponsibilitiesDesign, create, prepare, and analyze financial reports and models, including...
-
Senior Risk Analyst
6 days ago
San Francisco, California, United States Lawton Senior Living Full timeJob SummaryWe are seeking a highly skilled Senior Risk Analyst to join our team at Lawton Senior Living. As a Senior Risk Analyst, you will be responsible for building out credit research and analysis within Liquidity Product Management, providing fundamental credit research and financial analysis of SVB counterparties, offering recommendations regarding...
-
Senior Financial Analyst
2 weeks ago
San Francisco, California, United States Hazel Health, Inc. Full timeMake an Impact:As a Senior Financial Analyst at Hazel Health, Inc., you will be part of a team that is increasing equitable access of quality health care experiences for students and their families. You will work closely with a team that is building and professionalizing a high growth high impact social enterprise.Enable Scale:With a focus on continuous...
-
Senior Financial Analyst
2 weeks ago
San Francisco, California, United States DocuSign Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our Corporate Financial Planning & Analysis team. As a key member of our team, you will be responsible for supporting General and Administrative (G&A) functions, including Human Resources and the Chief Operating Officer (COO) organization.Key ResponsibilitiesCollaborate with the COO...
-
Senior Financial Analyst
7 days ago
San Francisco, California, United States WestEd Full timeAbout WestEdWe are a community of over 1,000 researchers, practitioners, consultants, and administrative professionals from diverse backgrounds and life experiences. Our mission is to improve the educational systems that serve children and families.We conduct and apply research, develop evidence-based solutions, and provide consulting services across the...
Senior Financial Agency Leader
2 months ago
As a Senior Financial Agency Leader, you will play a pivotal role in guiding one of the nation's premier financial advisory firms. We are in search of candidates who have demonstrated success in managing their own agency within their community. The ideal individual will possess an entrepreneurial mindset and be willing to oversee various territories across the United States.
This role necessitates a background in recruiting, training, and nurturing a team of agents, coupled with a proven track record in sales achievements. The perfect candidate will exhibit excellent communication and interpersonal abilities, alongside robust organizational skills.
Key Responsibilities:- Recruit, train, and develop new managers and agents
- Oversee regional sales, marketing, and business development initiatives
- Manage an office and its satellite locations within the region
- Achieve outstanding sales performance.
Our Senior Financial Agency Leaders are part of an elite group of high-achieving managers who earn substantial income based on their performance. We offer a comprehensive support package to ensure your success.
- Attractive compensation structure with production overrides and renewals $150,000+ plus commissions
- Comprehensive benefits including medical insurance, paid time off, and 401(K) with Pension
- Incentive trips and rewards
- Local office with dedicated administrative support
- Region with unlimited earning potential
- Extensive marketing assistance
- Access to the best product offerings in the industry
- Robust home office support
- A proven operational model
- Comprehensive training programs
- Minimum of 10 years of experience in life insurance products
- Financial planning expertise with extensive training platform
- At least 4 years of experience in insurance management
- Proven experience in recruiting, training, and leading a high-performance sales team
- Active Life/Health license for the relevant state
- Series 7 and 24 licenses preferred or to be obtained within six months
- Bachelor's degree is preferred
- Must have a good credit history
If this aligns with your professional aspirations, we invite you to explore the opportunities that await you.