Exclusive Client Meaning Jobs in Usa

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned.

MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS

The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
• Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
• Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
• Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
• Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
• Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
• Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
• Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
• Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.

Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Live and exemplify the Five Principles of Mars, Inc. within self and team.

Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.

Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.

Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.

Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.

Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.

Conduct administrative functions as necessary and other job duties as assigned.

The pay range for this role is $16.93 - $21.63 Hourly.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.*
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.*
• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.*
• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*
• Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
• Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
• Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.*
• Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.*
• Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.*
• Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.*
• Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.*
• Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.

Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.

• High school diploma or equivalent
• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

• Experience working in a fast-paced environment
• Previous experience in a customer service environment
• Ability to multi-task
• Strong organizational and time-management skills
• Computer proficient with the ability to use Microsoft Office

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.

Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.

Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.

Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.

End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.

The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.

Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.

Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.

What We Love About You:

• Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
• Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
• You're able to quickly build rapport, earn the trust of your clients and keep them coming back

• Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
• Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
• Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
• Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.

Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.

What You Will Love About Us:

At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!

We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.

Not to mention all of the other amazing rewards that working at Rapid Finance offers.

• Medical/Dental/Vision coverage
• Employer-matched 401(k) plan
• Paid Time Off and 10 paid Holidays
• Paid Parental Leave
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs

Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.