Financial Services Coordinator
4 days ago
Marc Amesse - State Farm Agent is seeking a driven and customer-centric Life/Health Insurance Position to join our dynamic team.
Key Responsibilities and Requirements- Customer Needs Assessment: Identify customer needs and market suitable life and health insurance products.
- Collaboration with Agent: Work with the agent to establish and meet opportunity goals.
- Sales Experience: Previous sales experience, preferably outside sales or inside sales representative, retail sales associate, or telemarketing.
- Licensing Requirements: Ability to obtain Property and Casualty license and Life and Health license.
- Interpersonal Skills: Excellent communication skills and enthusiasm for helping people.
- Competitive Salary: Estimated $45,000 - $60,000 per year, based on experience.
- Paid Time Off: Paid vacation and personal/sick days.
- Flexible Hours: Flexible hours available.
- Growth Opportunities: Opportunity for advancement within the agency.
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Financial Services Coordinator
4 days ago
San Rafael, California, United States Cornerstone Financial Services Full timeAt Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...
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Financial Services Coordinator
1 week ago
San Luis Obispo, California, United States Holiday by Atria - Las Brisas Full timeJob ResponsibilitiesThis role involves managing the community's finances, including accounting and business office functions, performing payroll administration, handling financial concerns from residents and their families, recruiting and hiring new team members, and directing accounts receivable and payable functions.
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Investigative Services Coordinator
3 days ago
San Luis Obispo, California, United States Palicon Group Full timeInvestigation Services Coordinator Job DescriptionThe estimated salary for this role is $55,000 - $85,000 per annum.We are seeking a highly skilled and experienced Investigation Services Coordinator to join our team at Palicon Group. As an Investigation Services Coordinator, you will be responsible for coordinating and conducting investigations, as well as...
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Financial Services Coordinator
1 week ago
San Luis Obispo, California, United States Holiday by Atria - Las Brisas Full timeAs a valued team member, you will be part of a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. The company offers a competitive salary of $19.00/hour, plus benefits including paid holidays, PTO, health, dental, vision, and life insurance, as well as a retirement savings plan with employer match.
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Financial Operations Coordinator
4 days ago
San Luis Obispo, California, United States Dahl Consulting Full timeJob DescriptionWe are seeking a detail-oriented Payroll Clerk to join our team at Dahl Consulting. As a key member of our financial operations department, you will be responsible for ensuring accurate time entries and time off requests. This includes conducting thorough audits and investigating any discrepancies or issues.You will also be working closely...
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Financial Services Professional
2 weeks ago
San Luis Obispo, California, United States Bankers Life Full time**Job Summary:**We are seeking a highly motivated and driven Insurance Sales Representative to join our team in San Luis Obispo, CA. As a key member of our sales team, you will be responsible for building relationships with clients, providing guidance, and presenting solutions to help them achieve financial freedom.
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Program Coordinator for Older Adult Services
4 weeks ago
San Luis Obispo, California, United States Wilshire Health and Community Services Inc. Full timeOverviewWilshire Health & Community Services Inc. is seeking a skilled Program Coordinator for Older Adult Services to join our team.Job SummaryThis role will focus on providing case management services to older adults with mental illness, connecting them to community resources and supporting their well-being goals. The ideal candidate will have experience...
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Financial Services Coordinator
1 week ago
San Francisco, California, United States Fountain Full timeWeDriveU, a trusted partner in transportation solutions, is seeking a Financial Services Coordinator to support our financial operations. Estimated salary: $65,000 - $85,000 per year.Responsibilities:You will be responsible for:Coordinating with vendors to resolve invoice inquiries and payment issues.Monitoring and maintaining accurate accounts payable...
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Behavioral Services Coordinator
3 weeks ago
San Luis Obispo, California, United States Amergis Full timeWe are looking for a highly motivated Behavioral Services Coordinator to join our team at Amergis. As a key member of our staff, you will play a critical role in providing educational and behavioral services to children and adults with special needs.About the JobThe Behavioral Services Coordinator will work collaboratively with school professionals and other...
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Social Services Coordinator
7 days ago
San Luis Obispo, California, United States People's Self-Help Housing Full timeAbout the RoleWe are looking for a talented Social Services Coordinator to join our team. As a key member of our housing support services, you will provide referrals to community resources, benefit programs, and related services to residents in need. Your strong communication skills and ability to work collaboratively with property management staff and other...
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Financial Services Coordinator
7 days ago
San Diego, California, United States Edward Jones Full timeOverviewWe are looking for a talented Financial Services Coordinator to join our team. This role is an excellent opportunity to work in a fast-paced environment and make a real difference in the lives of our clients.As a Financial Services Coordinator, you will be responsible for providing exceptional client service, building strong relationships, and...
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Clinical Services Coordinator
4 days ago
San Luis Obispo, California, United States Wilshire Health and Community Services Inc. Full timeAbout the PositionWe are seeking an experienced Mental Health Clinician to join our team at Wilshire Health and Community Services Inc. In this role, you will work closely with our clients, their families, and other healthcare professionals to provide comprehensive mental health services.Key Qualifications:Master's Degree in Social Work, Counseling...
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Patient Care Coordinator
3 days ago
San Luis Obispo, California, United States Wilshire Health and Community Services Inc. Full timeAbout This OpportunityWilshire Health & Community Services Inc. invites applications for a Patient Care Coordinator position. As a key member of our team, you will play a vital role in facilitating seamless transitions for patients from hospitals or skilled nursing facilities to home health care. Your primary responsibilities will include coordinating...
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Financial Services Representative
7 days ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
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Student Services Operations Coordinator
4 weeks ago
San Luis Obispo, California, United States California State University Full timeJob DescriptionWe are seeking an exceptional Administrative Coordinator to join our team at the Orfalea College of Business. This is a full-time, on-site position located in San Luis Obispo, California.Responsibilities:Coordinate events and meetings, managing logistics such as location, catering, and materialsAssist with travel requests and...
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Nurse Liaison Coordinator
3 days ago
San Luis Obispo, California, United States Wilshire Health and Community Services Inc. Full timeRole OverviewWe are looking for an experienced Registered Nurse to fill the role of Nurse Liaison Coordinator. In this position, you will play a critical role in facilitating the transition of patients from hospitals or skilled nursing facilities to our Home Health and Hospice services.The estimated annual salary for this position is $90,000 - $115,000,...
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Financial Services Coordinator
4 weeks ago
San Leandro, California, United States Victory Mazda of San Leandro Full timeJob SummaryVictory Mazda of San Leandro seeks an experienced Financial Services Coordinator to join our team. As a key member of our sales department, you will be responsible for coordinating all finance and insurance activities for our valued customers. This includes working to help customers obtain financing, preparing associated documentation, and selling...
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Financial Services Operations Manager
2 days ago
San Ramon, California, United States SUMMIT FINANCIAL GROUP LLC Full timeAbout Us:Summit Financial Group LLC is a leading provider of financial services solutions. We are seeking an experienced Client Services Manager to join our team.Job Summary:We are looking for a highly skilled and motivated Client Services Manager to oversee the client onboarding process, manage client relationships, and lead a team of client service...
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Community Living Program Coordinator
2 weeks ago
San Luis Obispo, California, United States BrightSpring Health Services Full timeAbout the RoleAs an Activities Coordinator at ResCare Community Living, you will have the opportunity to make a meaningful difference in the lives of individuals with disabilities. You will work closely with our operational team to ensure the delivery of high-quality services that meet the unique needs of each individual.Key ResponsibilitiesDevelop and...
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Community Living Coordinator
3 weeks ago
San Luis Obispo, California, United States BrightSpring Health Services Full timeAbout Our CompanyResCare Community Living has been a leader in the disability services field for four decades, providing support to individuals who require assistance with daily living due to an intellectual, developmental or cognitive disability.Our ServicesWe offer a comprehensive range of high-quality services, including community living, adult host...