Banking and Financial Services Jobs in Ceres, CA
3 positions found
About Auris
Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.
Job Summary
Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).
Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.
During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.
Responsibilities
- Responsible for prospecting new clients
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
- Attend weekly team meeting and weekly one-on-one with leader
- Additional responsibilities may be assigned as needed
Minimum Qualifications
- 18 years of age or older
- Valid Driver’s License and valid automobile insurance
- Successful completion of pre-employment background check
- Must live in area relative to job posting location
- At least two years of relevant experience
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales “hunter”
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Accountable for measurable, high-quality, timely results
- Ability to be in the field, a minimum of 50% of the time
Preferred Qualifications
- High school diploma/GED
- Prior experience in a B2B Sales role
- Prior experience with a CRM tool, such as Salesforce or Hubspot
Competencies
- Awareness
- Driven
- Resilient
- Respectful
- Committedness
Compensation (pay transparency) and Benefits
- It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
- We're not messing around with compensation. A first-year professional may expect an average of $1200,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
- We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.
***State Specific***
Nevada and Colorado
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Salary: $75,000
- $84,000 per year A bit about us: We are a manufacturing company located in Turlock, CA looking for a Risk Management Associate to join our growing team! Why join us? Room for career growth! Great pay/benefits! Great team culture! Job Details Job Details: We are seeking an experienced and dynamic individual to join our team as a Permanent Risk Management Associate in the Manufacturing industry.
This role is crucial to our organization as it requires managing and mitigating risks that might affect our production, financial performance, and reputation.
The successful candidate will be responsible for identifying potential risks, developing risk management strategies, and implementing processes to ensure compliance with industry regulations.
This position requires a high level of analytical thinking, exceptional communication skills, and a deep understanding of the manufacturing industry.
Responsibilities: 1.
Develop and implement risk management strategies and processes to identify, assess, and mitigate potential risks in the manufacturing sector.
2.
Conduct regular risk assessments and audits to ensure compliance with industry regulations and standards.
3.
Collaborate with various departments to develop and implement risk mitigation strategies and action plans.
4.
Provide guidance and support to the management team in making informed decisions regarding risk management.
5.
Leverage data analytics tools to monitor and report on compliance and risk management activities.
6.
Develop and implement asset management strategies to ensure optimal utilization and maintenance of assets.
7.
Manage inventory and data management systems to ensure accurate tracking and reporting of assets.
8.
Conduct process improvement initiatives to enhance efficiency and effectiveness in risk management and compliance activities.
9.
Keep abreast of industry trends, regulations, and best practices in risk management and compliance.
10.
Prepare and present regular reports on risk management activities and compliance to the management team.
Qualifications: 1.
Bachelor's degree in Business, Finance, or related field.
A Master's degree or relevant professional certification will be an added advantage.
2.
Minimum of 5 years of experience in risk management, compliance, or a related role in the manufacturing industry.
3.
Proven experience in compliance reporting and analytics, process improvement, and asset management.
4.
Strong understanding of the principles and practices of asset management.
5.
Expertise in inventory and data management.
6.
Excellent analytical and problem-solving skills with the ability to make informed decisions.
7.
Strong communication and interpersonal skills with the ability to influence and engage stakeholders at all levels.
8.
Proficient in using data analytics tools and software.
9.
Sound knowledge of industry regulations and standards in risk management and compliance.
10.
Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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