Financial Representative

Job OverviewLily Hoa Ins & Financial Services is seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key Responsibilities:Develop and...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...

Job OverviewBay Area Retina Associates is seeking a highly skilled and patient-focused individual to join our team as a Bilingual Contact Center Representative. In this role, you will be the first point of contact for our patients, providing exceptional support and assistance through various communication channels.Key Responsibilities:Answer high-volume...

At Bank of America, we strive to make financial lives better through connections. Our approach to Responsible Growth drives our company and delivers for our clients, teammates, communities, and shareholders. As a Client Service Representative, you will be part of a team that provides exceptional service to our clients, focusing on their financial needs and...

About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Sentry. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesSell directly to niche market...

About the PositionThe Client Relationship Manager III is a key role at United Business Bank, responsible for developing and maintaining relationships with prospective and existing clients. This involves identifying their financial needs and providing tailored solutions using the bank's wide range of products and services.The ideal candidate will have a...

About the PositionThe Client Relationship Manager III is a key role at United Business Bank, responsible for developing and maintaining relationships with clients by identifying their financial needs and providing tailored solutions. This includes extending commercial and real estate credits, as well as offering a range of deposit and loan products.As a CRM...

Job Title: Branch ManagerFirefighters First Federal Credit Union is seeking a dynamic and enthusiastic leader to join our team as a Branch Manager. As a key member of our leadership team, you will be responsible for leading and developing your team, providing exceptional member service, and driving business growth.Key Responsibilities:Lead and develop a...

Job SummaryWe are seeking a skilled Benefits Technology Specialist to join our team at Alliant Insurance Services. As a key member of our benefits administration team, you will be responsible for delivering technology services to clients who have outsourced all or part of their benefits administration.Key ResponsibilitiesManage client benefit administration...

Branch Manager Job DescriptionFirefighters First Federal Credit Union is seeking a dynamic and enthusiastic leader to join our team as a Branch Manager (Regional Office Manager) in our Walnut Creek, CA branch.Key Responsibilities:Lead and develop a high-performing team to deliver exceptional member service and achieve business objectives.Provide after-hour...

Job Summary:The Senior Account Executive - Integrated Sales role at Unum is a key position that contributes to sales goals by building relationships with insurance professionals and educating them on Unum's products. This role requires a strong understanding of Unum's value proposition, products, and services, as well as excellent communication and...

Role OverviewThe Senior Account Executive is a key member of the Unum team, responsible for driving sales growth and achieving profitable revenue targets. This role requires a strong understanding of the insurance industry, as well as excellent communication and relationship-building skills.Key ResponsibilitiesBuild and maintain relationships with insurance...

Job SummaryAs a key member of our hotel management team, the Assistant General Manager OEM will play a crucial role in ensuring guest satisfaction and the efficient operation of the hotel. In the absence of the General Manager and/or the Manager on Duty, this individual will supervise operating departments and assist the General Manager in achieving hotel...

We are seeking a Benefits Technology Specialist to join our team at Alliant Insurance Services. With a history dating back to 1925, our company is one of the nation's leading distributors of diversified insurance products and services.As a Benefits Technology Specialist, you will be responsible for delivering benefit technology services to clients who have...

For over 88 years, Firefighters First Credit Union has built trusting relationships with its fire family. The bonds we create are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments. We are seeking a dynamic and...

About the RoleWe are seeking a highly motivated and results-driven Commercial Real Estate Associate to join our team at JLL. As a key member of our brokerage team, you will be responsible for supporting senior brokers in initiating business development activities and taking initiative to outreach to new leads.Your primary focus will be on working with senior...

Job Title: Customer Service ProfessionalJob Description:We are seeking a qualified professional to join our team as a Customer Service Professional. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.Responsibilities:• Establish customer relationships...

Job DescriptionSummaryThis role involves managing and driving site acquisition vendors to deliver goals and successfully hand off projects to our Construction Team.The role focuses on real estate site development for Macro Mod projects in Northern California and Nevada.ResponsibilitiesDay to day tasks include project management milestone tracking, performing...

At The Bank of America Corporation, we strive to make financial lives better through every connection. Our approach to Responsible Growth drives our company and delivers for our clients, teammates, communities, and shareholders. Key aspects of this role include Client Service, Financial, Service, Client, Retail, Banking, Business, and Benefits.Key...

Job SummaryWe are seeking a highly skilled and experienced Director of Real Estate Development to lead our affordable housing development efforts. This is a full-time, exempt position based at our Central Office in Walnut Creek.Key ResponsibilitiesManage and lead the entirety of the real estate development process, including financing, closing, construction...