Banking and Financial Services Jobs in San Diego California Wfh
29 positions found
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
- Bilingual - Spanish
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
- Bilingual - Spanish
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong Property SIU background and not just auto
This role is remote eligible. However, you must currently live in San Diego metropolitan area. This being a Field position a company car is provided and there is regular business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong Property SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking to hire a Sr. Field Auto Appraiser supporting the San Diego Metro, CA area.
As a dedicated Sr. Auto Appraiser, you will within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both repairable and total loss vehicles to ensure estimate accuracy in compliance with state laws and regulations. Accountable for delivering exceptional member service through setting appropriate expectations, proactive communications, advice, and empathy.
What you'll do:
With the use of digital tools, evaluates and appraises highly complex auto physical damage claims in accordance with the terms and conditions of the contract, corporate guidelines and state laws and regulations.
Investigate claim damages including communicating with the insured, internal claims adjusters, and third parties/vendors. May require face-to-face interactions with members and third parties.
Review facts of loss and vehicle damage to determine if subrogation opportunities exist and ensures all supporting physical damage documentation is in the claim.
Demonstrate advanced knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance with laws, regulations, and policy provisions.
Review claims/suppliers for fraud indicators and refers to Special Investigations Unit for handling, if applicable.
Maintain accurate and current claim file documentation throughout the claims process for complex claims.
Maintain high standards of productivity through effective desk management, timely follow ups, and accurate mapping of repair plan and timeline for repair in support of fast and accurate claims adjudication.
Responsible for reviewing additional damages received from repair facilities to either complete a supplement or triage to field provider method of inspection.
May serve as a subject matter expert representative for disputed claims or trials. Serves as a resource to team members on escalated issues of a routine nature.
Partner with vendors and internal business partners to facilitate highest complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Proactively provide policyholders with information regarding their coverage, repair estimate or total loss valuation, and claims/repair process while setting appropriate expectations.
Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
2 years of auto appraising experience.
Proficient knowledge of P&C insurance policy contracts and coverages, auto parts distribution process and claim appraisal process and procedures.
Advanced working knowledge of estimating losses using CCC or similar estimating platforms.
Demonstrated written and verbal skills to communicate with members, claimants, repair facilities, and other internal and external stakeholders.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
Physical Demand Requirements:
May require the ability to operate a company vehicle within assigned territory.
May require the ability to reach, handle, squat, bend, climb, and kneel as needed to complete inspections of damaged vehicles.
May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments up to 25% of the time.
May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver’s license.
Compensation range: The salary range for this position is: $63,590 - $121,530.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong Property SIU background and not just auto
This role is remote eligible. However, you must currently live in San Diego metropolitan area. This being a Field position a company car is provided and there is regular business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong Property SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Vistage is hiring for our 2026 Summer Internship Program! Are you looking to gain real-world experience in a field you’re passionate about? We invite you to apply by submitting your resume and the field you’re interested in.
THE COMPANY
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 counties worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and get better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
- Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes, and cold brew on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
- We sweat the details. Our onsite gym is decked out with Peloton bikes, a Mirror workout system, and plenty of other equipment to keep your workout challenging and fresh.
- We keep it fun! The office vibe is business casual with flexible schedules along with the freedom to work from home in bunny slippers if that’s your thing! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives — our CEO even buys everyone doughnuts several times a year to fuel his informal employee chats!
- Vistage’s culture and sense of mission drive employee loyalty, with a strong commitment to fostering an inclusive, collaborative, and engaging work environment where employees feel valued and empowered to grow both personally and professionally.
THE PROGRAM
- June 16 - August 6 (8 weeks)
- 20 hours/week with the following schedule: Tuesdays and Thursdays in the office from 9 a.m. - 5 p.m. One additional remote half-day.
- Matched to business functions based on interests and career goals to ensure a meaningful and relevant hands-on experience. (i.e. Marketing, Product Management, Business, Legal, Human Resources, etc. to be determined during the interview process)
WHAT YOU GET TO EXPERIENCE
- Direct placement into a collaborative department with the ability to foster meaningful professional relationships and gain on-the-job experience.
- Specific and meaningful projects assigned to you during your internship tenure.
- Participate in Lunch & Learns with various executives, gaining insights through exclusive Q&A discussions and enhancing skills in public speaking, resume building, and LinkedIn optimization to support your personal and professional growth.
- One-on-one meetings with your manager to receive career advice and mentoring in your field of interest.
- Shadowing opportunities to observe different departments and explore various career paths within the company.
- Soft skills development to improve communication, leadership, and teamwork skills through hands-on projects and mentoring.
- Exposure to real-world business challenges by working on impactful projects that contribute directly to Vistage’s mission.
- Intern socials & community engagement through team bonding activities and intern-exclusive outings.
- End-of-internship showcase where you will present your key learnings and achievements to managers and executives.
- Fun perks such as free lunch Tuesdays, tasty coffee options, team-building activities, and more!
QUALIFICATIONS
- Currently a rising sophomore, junior, or senior pursuing a degree in a relevant field.
- Eager to learn, take initiative, and contribute in a professional environment.
- Strong communication, organizational, and problem-solving skills.
- Ability to work both independently and collaboratively as part of a team.
- A proactive and adaptable mindset with a strong desire for personal and professional growth.
COMPENSATION
$17.75/hour
JOB LOCATION
Hybrid in San Diego; 2 days onsite, 1 half day remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a dedicated SIU Manager (P&C). Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.
This is a Remote eligible position. However, you must currently live within the State of California. Relocation assistance is not available for this position.
What you'll do:
- Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
- Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
- Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
- Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
- Evaluates, authorizes, and implements actions and decisions to carry out proactive claim’s projects and investigations.
- Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- Bachelor’s degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
- 2+ years of demonstrated leadership experience, supervisory or management experience.
- Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
- Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
- Thorough understanding of investigative tools and techniques to guide and coach special investigators.
- Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
- Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
- Ability to prepare and present training sessions and case outcomes.
- Demonstrated experience facilitating and managing projects and teams.
What sets you apart:
- More than 2+ years of SIU investigator experience
- Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
- First and Third Party auto and property claims investigations
- SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
- Demonstrated experience in leveraging business data to inform decision making and drive strategy.
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a dedicated SIU Manager (P&C). Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.
This is a Remote eligible position. However, you must currently live within the State of California. Relocation assistance is not available for this position.
What you'll do:
- Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
- Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
- Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
- Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
- Evaluates, authorizes, and implements actions and decisions to carry out proactive claim’s projects and investigations.
- Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- Bachelor’s degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
- 2+ years of demonstrated leadership experience, supervisory or management experience.
- Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
- Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
- Thorough understanding of investigative tools and techniques to guide and coach special investigators.
- Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
- Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
- Ability to prepare and present training sessions and case outcomes.
- Demonstrated experience facilitating and managing projects and teams.
What sets you apart:
- More than 2+ years of SIU investigator experience
- Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
- First and Third Party auto and property claims investigations
- SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
- Demonstrated experience in leveraging business data to inform decision making and drive strategy.
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
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 $120,000-$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
Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
- send your resume to /> This Jobot Job is hosted by: Marcus Curiel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $115,000
- $125,000 per year A bit about us: We are a high-growth, data-driven eCommerce partner specializing in helping brands succeed on the world’s largest online marketplaces.
Our team of strategists, analysts, and creatives work together to drive measurable performance across advertising, operations, logistics, and content.
By combining deep industry knowledge with advanced analytics and proprietary tools, we help our partners unlock sustainable growth and protect their brand equity in an ever-evolving digital landscape.
Headquartered in Southern California, our company supports a diverse portfolio of category-leading brands and is powered by a passionate team dedicated to innovation, transparency, and results.
We are growing and looking for a Financial Analyst to join our team! Why join us? Work with a high-performing team focused on growing top-tier brands on an e-commerce platform.
Play a key role in how data influences millions in marketplace decisions.
Competitive salary, performance bonus, and full benefits Position works closely with the leadership team locally in the San Diego market.
Job Details We looking for candidates who are closer to product or COGS-focused FP&A backgrounds rather than general finance.
Specifically: Experience analyzing product-level profitability, gross margin, and cost of goods sold (COGS), ideally across many SKUs or SKUs with varying inputs (freight, duties, packaging, etc.)Comfort working with inventory data, unit economics, and pricing impact—not just accounting, but financial modeling that connects product cost, selling price, and margin outcomes Responsibilities: Financial analysis, forecasting, and scenario modeling across business units, brands, and product categories.
Drive profitability assessments and long-range financial planning to support leadership decisions.
Oversee tracking and reconciliation of Amazon pass-throughs, bill backs, and client reimbursements.
Partner with senior leadership to align financial plans, pricing, and initiatives with business goals.
Build executive dashboards and reports that deliver clear, actionable insights.
Continuously improve financial systems, data governance, and analytical efficiency.
Qualifications: Bachelor’s in Finance, Accounting, or Economics (MBA or CPA a plus).
3+ years in FP&A, financial modeling, or strategic finance within retail, eCommerce, or CPG.
Expert Excel/Sheets modeling and BI tools (Tableau, Power BI); ERP experience (NetSuite, SAP, or Oracle).
Proven ability to create dynamic models, optimize margins, and influence executive strategy.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This full-time role offers a hybrid work environment, leading tax engagements while mentoring staff and building strong client relationships.
The ideal candidate will hold an active CPA license and have over 4 years of public accounting experience.
Competitive compensation, comprehensive benefits, and career advancement opportunities are included.
If you're seeking a supportive environment to grow your career, apply today.
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Remote working/work at home options are available for this role.
Come join Intuit Consumer Group’s Growth Strategy Team as a Principal Strategy Manager, Money. This role will focus on driving our ‘Money’ portfolio which bridges TurboTax and Credit Karma with offerings like CK to Tax (tax prep in CK) and Refund Advance which offers early access to tax refund. Our team focuses on crafting the long-term vision and growth strategies in collaboration with senior leadership and partners across Product Management, Marketing/Go-to-Market, etc. This role blends high-level strategy with flawless execution to drive results.
Responsibilities
- Partners with the Senior Leadership team, initiative sponsors and BizOps to define our 5/3/1 year business strategy
- Partner with sponsor(s) of top Strategic Focus Areas to build our Commercialization approach. For this role, this includes ensuring a cohesive business strategy for Money (e.g., CK/TurboTax tax prep, ‘Fast Money’ offerings) and defining components of the next horizon of money/consumer finance platform strategy
- Look for ways to grow our ecosystem beyond current. Lead initial work for new and future launches
- Provides thought leadership and analytical horsepower to important business decisions.
- Drives results across organizational boundaries - working with other teams
- Lead exploratory work at direction of SLT and support broader CG projects
- Focus a performance culture and mentors the members of team to realize their full potential.
- Develops and applies highly effective team operating mechanisms to achieve business objectives and continued growth
- Ensures speed, quality and shared vision by getting the right people involved in decisions. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Qualifications
- 10+ years of work experience
- Experience with a top-tier strategy consulting firm or in a respected operating company’s strategy function preferred
- Excellent strategic problem solving, influencing and results orientation
- Ability to both lead strategy as well as support (or lead) implementation
- Strong communications (written/verbal), presentation and facilitation skills
- Well-rounded interpersonal skills with the capacity to build trust-based relationships with teammates and cross-Intuit teams to drive outcomes
- Highly self-motivated and willing to proactively take on leadership roles within project
- Intuit's working model is hybrid, with 2-3 days per week in office. Frequent travel to San Diego is required for those not based there
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California,CA: $204,5 ,500.00
Southern California,CA: $197,5 ,500.00
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The role involves defining business strategies, leading projects, and mentoring a team to achieve business objectives.
Candidates should have 10+ years of experience, preferably in strategy consulting, and possess strong strategic and communication skills.
Compensation is competitive, including base pay and bonuses, with a hybrid work model requiring periodic office attendance in San Diego.
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Job Type: Full-time
About the Firm
We’re partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’s continued strategic growth.
This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement—all while working with high-quality clients in a supportive environment.
Key Responsibilities
- Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
- Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
- Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
- Build and maintain strong client relationships, serving as a trusted tax advisor
- Mentor, train, and develop staff members
- Stay current with evolving tax laws and advise clients proactively
- Support business development initiatives, including new client opportunities and firm growth efforts
Qualifications
- Active CPA license required
- Bachelor’s degree in Accounting or related field
- 4+ years of public accounting experience focused on tax
- Strong technical knowledge of federal and state tax regulations
- Excellent analytical, communication, and client service skills
- Ability to work independently and collaboratively in a hybrid or remote environment
Why Join This Firm?
Hybrid work environment with flexible scheduling
Competitive compensation including base salary + performance bonuses
Comprehensive benefits: health, dental, 401(k) match, and profit sharing
Generous PTO and paid holidays
A leadership team that invests in professional development and long-term career growth
If you’re a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence — we’d love to connect.
Apply by sending your resume to
Direct: 6
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At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big‑picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top‑rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way.
Overview
Ready to make your mark? Join a team where your expertise and ambition are rewarded. At RPS, you’ll have the tools, support, and market access to succeed—and the freedom to build lasting relationships that drive results. This is a hybrid role where you’ll spend approximately 75% of your time marketing and selling, and 25% underwriting. You’ll be the driving force behind revenue growth—connecting Retail Agents with national markets and delivering exceptional underwriting solutions through strong carrier relationships.
How you’ll make an impact
- Prospect and develop new business through networking and relationship‑building with Retail Agents and Carrier Underwriters.
- Market and sell wholesale insurance solutions to achieve production goals and grow your book of business.
- Build strong relationships with Specialty Carriers to ensure competitive pricing and access to coverage on various types of risk.
- Pre‑qualify submissions and focus on high‑probability sales opportunities while following Carrier guidelines.
- Analyze submissions from Retail Agents and determine the best available Carrier, coverage, forms, and premium.
- Gather information on client risks and identify additional areas of exposure RPS could quote.
- Stay ahead of industry and market trends that impact underwriting guidelines, pricing, and premiums.
- Educate partners on RPS’s full range of risk solutions as their business needs evolve.
- Lead, train, and oversee support team when assigned.
- Travel as needed to engage with clients and carriers.
About you
- Relationship management skills.
- Strong analytical ability, attention to detail, and excellent communication.
- A proactive, goal‑driven mindset with urgency to achieve production targets.
- Ability to leverage data and tools to craft comprehensive insurance solutions.
- Sets a high standard for responsiveness and commitment to meet the needs of Retailers and their clients.
- Conveys insurance and risk management expertise in ways that build trust and credibility.
- Bachelor’s degree and 3+ years of related experience.
- Home state P&C license (or willingness to obtain within 90 days).
- Proficiency in Microsoft Office.
- Sales experience in insurance or related field preferred.
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(k) and Roth options
- Tax‑advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements.
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This hybrid role emphasizes strong analytical skills, relationship management, and attention to detail.
Candidates should possess a Bachelor's degree and relevant experience in insurance sales.
The position offers a competitive salary and benefits including medical plans and flexible work hours.
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Remote working/work at home options are available for this role.
As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.
No prior experience is required.
If selected, you will receive full training and mentorship to help you succeed.
We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.
1.
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
2.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
3.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
4.
Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.