Sales Jobs in Florida Remote

937 positions found — Page 4

Accounts Payable Clerk
✦ New
17 - 19
Tampa, FL 1 day ago
Join Our Family

Smart, innovative, and hard-working? Perfect! We are growing and need the right people with the right mindset. Join our family and find a home where you will enjoy working with your peers, be challenged to work hard and have some fun in the midst of it all.

We are proud to have been named the National Apartment Association's 2025 Best Workplace in the Supplier Category.

Benefits That Drive Themselves
  • Pay of $17.00 - $19.00 / Hour Based on Experience!
  • Full Time, Monday-Friday, Choice of 7:30 am4 pm or 8 am4:30 pm.
  • Paid Holidays Off and No Weekends!
  • Overtime opportunities available! We pay time and a half for any hours over 40.
  • We offer medical, dental, vision, life insurance, disability, 401K, 104 hours paid time off accrual, complimentary gym access, meal prep services and more!
  • Employee Discount Program!
  • Long-Term Career Opportunities! Many of our leaders started with Chadwell Supply looking for a job, just like you, but found long-term career opportunities at one of our 29 Branches across the Country.
  • Named Top 100 Companies in Tampa Bay 2021, 2022, 2023, 2024, and 2025!
Overview

Chadwell Supply is a successful family-owned maintenance supply company with 29 Branches Nationwide. We are currently looking for an enthusiastic, energetic, and detail-minded individual to work as a Chadwell Supply Accounts Payable Clerk. The Accounts Payable Clerk processes vendor invoices for payment, maintains accounts with vendors in good standing, and supports the Accounts Payable functions as needed and as assigned.

What You Will Need
  • You must be 18 years or older with a high school diploma or GED.
  • Experience with Great Plains and Sales Pad is an advantage.
  • You must be proficient in Microsoft Outlook and Excel.
How You Will Make An Impact
  • Develop and maintain relationships within, and outside, the organization (including vendors, internal purchasing groups, and warehouse teams).
  • Reconcile internal Accounts Payable records with vendor statements.
  • Work with vendors to resolve missing documents and discrepancies in the Chadwell Supply account.
  • Work with internal groups to resolve receiving and pricing differences.
  • Ensure proper authorization/approvals are documented for incoming invoices.
  • Process both Purchase Order (PO) and non-PO transactions for payment.
  • Process international wire transfers.
  • Assist with other AP functions and special projects.
permanent
Risk Management Consultant
✦ New
Salary not disclosed
Tallahassee, FL 1 day ago

The Opportunity

The Risk Management Consultant is responsible for performing delegated trade review and surveillance to support field management to mitigate and identify potential risks and/or noncompliance issues with MML Investors Services LLC (“MMLIS”) policies or laws and regulations as required by FINRA, the SEC and state insurance and securities divisions.

The Team

The MML Investor Services, LLC Supervisory Controls Group (SCG) is a well-established team of experienced Principals working together to provide solutions for our Field representatives and management.  Team members show high levels of business acumen in the areas of communications, accountability, and relationship management.  With the experience and inquisitive nature or the group, stretch goals and other business challenges are assigned for individual growth/development adding additional value.  The team shares an ability to be agile with process utilizing their expertise and self-development capability to improve efficiency and focus on ensuring that the operations are completed timely and with quality.  The SCG seeks to provide the best-in-class partnership with team members, internal partners, and field associates.

The Impact

As a Risk Management Consultant your responsibilities will include, but not be limited to the following:

  • Perform trade surveillance and monitoring activities while appropriately documenting and proactively identifying potential risks and/or violations of policies or regulations specifically within the firm’s trade review systems.

  • Collaborate with trending department, field management, and business partners as needed to assist with development of corrective action plans designed to eliminate or reduce potential risks.

  • Regularly monitor and communicate surveillance or sales practice trends to relevant business partners and senior management. 

  • Work efficiently and effectively to meet or exceed Firm benchmarks for timeliness and productivity. 

  • Partner with Compliance, Field and Home Office business partners on regulatory matters and surveillance escalations.

  • Keep current with Firm policies and the regulatory environment.

  • Upon request from management, perform ad hoc projects, reviews or other duties as required or assigned.

  • Focus on the customer, act with integrity, value people, work collaboratively and achieve results.

The Minimum Qualifications

  • Series 7 and 24 required at time of application

  • 3+ years' experience in the financial services industry

  • 2+ years’ broker dealer experience

  • High School Diploma

  • Candidates residing within 50 miles of the MassMutual Springfield, MA office will be required to work a hybrid schedule of 3 days a week.

The Ideal Qualifications

  • 5+ years of broker dealer or compliance experience

  • Series 53 & 4

  • System knowledge: Envestnet/MAS, BPM, Wealthscape, and/ or FBSI

  • Works independently while collaborating with management, business partners and Compliance

  • Knowledge of trade review systems, computer skills, analytical competency and sound decision-making capacity

  • Strong Microsoft office skills including Outlook, Excel, PowerPoint and Word

  • Superior customer service, relationship building and communication skills

  • Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style

  • Change agent experience with a constant focus on continuous improvement

  • Inclusive approach to working with the team and the ability to “listen to understand”

  • High aptitude for effective problem resolution

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Supervisory Controls Group

  • Maintain and improve relationships with all business partners

  • Focused one-on-one meetings with your manager

  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

  • Access to learning content on Degreed and other informational platforms

  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DK1

#LI-REMOTE

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
permanent
Store Leader
✦ New
Salary not disclosed
Boca raton, FL 1 day ago
Confident, strategic, and passionate about retail and home design, Store Leaders drive results through people and performance. In this role, you’ll lead a high-performing team dedicated to delivering exceptional customer experiences and driving profitability. You’ll ensure a relentless focus on customer satisfaction through engaging in-store interactions, while planning and prioritizing daily operations to achieve topline results and manage expenses effectively. By fostering team talent, implementing new processes, and coaching future leaders, you’ll build a culture of accountability, growth, and innovation. Through clear strategy and delegation, you’ll bring initiatives to life and deliver consistent, measurable success.

A day in the life as a Store Leader...

- Lead the Assistant Store Leaders and Team Leaders in setting and maintaining sales, customer service and visual merchandising goals and standards for all associates.
- Guide, align and communicate the store business goals as well as the company mission, goals, and initiatives to all store associates.
- Establish and communicate, and manage all critical metrics and expectations within the store, including but not limited to, sales, visual standards, safety, loss prevention, human resources, payroll and scheduling budgets, and training.
- Establish priorities and set direction for the store by conducting weekly walkthroughs in conjunction with the Assistant Store Leaders and Team Leaders.
- Achieve established goals, identify and analyze problems, and offer solutions that produce positive results.
- Coach the Assistant Store Leaders and Team Leaders to create individual development plans for all team associates.
- Address all associate relations-related issues effectively, being sensitive to issues that need to be addressed by the Area/Regional Leader.
- Communicate with area/regional management on a regular basis and actively participate in meetings and conference calls.
- Encourage and foster collaboration, cooperation, and co-ownership across all business channels.
- Promote a strong sense of teamwork by working together safely, effectively, respectfully and efficiently with all associates.
- Ensure all customers are provided gracious, quick and efficient service. Support and model excellent service by exhibiting a positive attitude and enthusiasm toward the job and the company to both internal and external customers in all forms of communication.
- Other duties as assigned.

What you'll bring to the table...

- Excellent reading and written language skills (English)
- Strong communication and interpersonal skills
- Excellent organizational and time management skills
- Strong proactive problem solving skills
- Demonstrated ability to set expectations and hold others accountable
- Strong delegation skills in support of execution and driving results
- Proven ability to build a culture focused on success and teamwork
- Required to spend significant time on the sales floor, interacting with customers, observing day to day operations, coaching, and helping whenever and wherever needed.
- Ability to work a full time flexible schedule including nights, weekends, and holidays, as needed.
- Majority of time in this role will be spent interacting with customers and associates in the store and ensuring that the store business is running smoothly.
- Ability to be in the store as the Leader on Duty multiple times a week.
- Hourly team members and several leaders within multiple departments will rely on you in the store for everyday operations and ongoing efforts like associate development and performance management.

We'd love to hear from you if you have…

- 3+ years customer service or retail leadership experience
- Experience with Microsoft Office, Google applications, computer systems and tablet devices

Powered by SonicJobs (an advertiser on Veritone). By applying, you consent to share your data with SonicJobs and the employer. Veritone or SonicJobs does not store or use your application data beyond facilitating the application.
See Crate & Barrel Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at Category:Retail, Keywords:Store Manager, Location:Boca Raton, FL-33431
Not Specified
Call Center Specialist (Medical)
✦ New
🏢 Usaa
$62,470 - 105,420
Tampa, FL 1 day ago

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

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.

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.

permanent
Specialist - medical
✦ New
🏢 Usaa
$62,470 - 105,420
Tampa, FL 1 day ago

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

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.

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.

permanent
Remote Sales
✦ New
Salary not disclosed
Remote Sales

Ann Grogan & Associates, has been a leader in executive recruiting since 1981. Today Ann Grogan & Associates is recognized as a leading source for healthcare, sales, and executive positions in a number of verticals. Our office is highly professional and productive that ignites and supports a collaborative culture.

Job Description

Are you a dynamic and results-driven individual with a passion for connecting with people and driving business growth? Do you thrive in a fast-paced, collaborative environment where your efforts are recognized and rewarded? If so, we have an exciting opportunity for you to join our team as an inside B2B Sales Representative. If you're ready to make a positive impact in the community while making a very nice impact in your personal earnings

About The Client:

Our firm is a leading and rapidly expanding Business Process Outsourcing (BPO) company dedicated to delivering exceptional services to businesses throughout the country. Our team of top-tier talent specializes in marketing, technical support, sales, research, and general support, helping our clients achieve their goals and succeed in their industries. Our firm focuses on interviewing 100 candidates to find just two to present for a client interview - we focus on quality and long-term partnerships with each of our prestigious clients.

Job Overview:

As a B2B Sales Representative, you will be an integral part of our growth strategy, responsible for establishing and nurturing relationships with potential clients. Your primary objective will be to drive revenue growth by setting up appointments and closing business deals that align with our clients' needs and objectives.

Responsibilities:

  • Proactively reach out to potential clients through various channels, including cold calling, social platforms, emails, and networking events.
  • Listen attentively to clients' needs and challenges, understanding their requirements to tailor the most suitable BPO solution that supports their long-term vision.
  • Present and articulate the value proposition of our services with enthusiasm and professionalism.
  • Schedule and conduct appointments with key decision-makers, demonstrating excellent interpersonal and presentation skills.
  • Collaborate closely with the internal teams to ensure smooth onboarding and exceptional service delivery to clients.
  • Meet and exceed sales targets, contributing significantly to the overall revenue growth of the company.
  • Keep abreast of industry trends, competition, and market dynamics to position us as an industry leader.
  • Maintain accurate and up-to-date records of sales activities and client interactions in our CRM system.

Join Our Team:

If you are passionate about making a difference and eager to contribute to the success of businesses nationwide, we'd love to hear from you. Take the next step in your career journey and become a key player in our growing team. Apply now and let's create success together!

Qualifications
  • Proven track record of success in sales or business development, preferably in the BPO industry or related B2B services.
  • Exceptional communication and negotiation skills, with the ability to build rapport quickly.
  • Positive and energetic attitude, self-motivated, and target-oriented.
  • Ability to adapt and thrive in a dynamic, fast-paced environment.
  • Strong organizational skills and attention to detail.
  • Bachelor's degree in Business, Marketing, or a related field is preferred.
Additional Information
  • Competitive Commission Structure and performance-based incentives.
  • Comprehensive health, dental, and vision insurance plans.
  • 401(k) retirement plan with company match.
  • Paid time off and holidays.
  • Ongoing training and professional development opportunities.
  • A supportive and collaborative work environment that values teamwork and creativity.

Remote working/work at home options are available for this role.
Not Specified
Remote Sales Representative, Urology
✦ New
Salary not disclosed
Remote Sales Representative, Urology

The Remote Sales Representative, Urology will work closely with the Remote Sales and Urology Management Teams to meet goals and objectives by covering all sales functions in an assigned territory: forecasts, solicits, secures, and enters sales orders from potential and existing customers. This position will be responsible for selling the complete line of RUSCH Brand Urology products (Coated and Uncoated Intermittent Catheters, Tiemann Catheters, Foleys, Collection Bags, etc.) to Distributors, Providers, Hospitals and Homecare Agencies.

Principal Responsibilities

Develop and maintain an in-depth profile of each account to include customer preferences, competitive products and field intelligence, market activity, important contact/decision makers, customer feedback, and attendees in-serviced. Planning effectively to maximize time in the field when indicated. Leverage existing customer relationships and create additional opportunities by building, developing, and maintaining new customer relationships. Generate sales in a territory by designing selling strategies based on territory/segment characteristics. Manage entire sales cycle to include qualification of leads, needs/opportunity assessment, request for proposal (RFP), close of sale and all post-sales support. Professionally communicate (verbally and written) with customers while providing accurate and timely processing of their purchase orders; order status and tracking updates; as well as providing required order related documents (order confirmations; shipping notifications; and or invoices). Educate customers on products, procedures, and industry trends through use of our clinical education program. The incumbent will learn and use business analytic tools and territory knowledge to conduct strategic territory management business plans. Demonstrate a high level of proficiency with TFX continuous education program through competency assessment and competitive offerings utilizing the technology tools that are available. Responsible for purchase order processing, including necessary steps to identify customer accounts; verify credit status; pricing, and inventory levels. Estimates date of delivery to customer, based on knowledge of production and delivery schedules Overcomes technical and business objections of prospective customers. Enters new customer data and other sales data for customers into computer database. Consistently update customer database ( ) and communicate those updates to Sales Training Manager. Handle inbound and outbound calls, emails related to the product ordering process. Occasional travel to attend trade shows or field visit with customers. Maintain Teleflex and its Anesthesia & Emergency Medicine product competencies. Exhibit understanding of Teleflex Anesthesia and Emergency Medicine Competition in the market segments.

Adhere to and ensure the compliance of Teleflex's Code of Ethics, all Company policies, rules, procedures, and housekeeping standards.

Education / Experience Requirements

Bachelor's degree (BA/BS) from four-year college or university with emphasis in Science/ Business desired; or equivalent combination of education and experience. Three (3) years remote sales or related experience and/or training; or equivalent combination of education and experience. Experience using value selling or target account selling methodology preferred. Prior skills and/or core competencies for this position include: o Sales quota achievement o Embodies core values o Strategic planning / selling skills / territory administration o Medical industry knowledge / acumen / competitor knowledge

Specialized Skills / Other Requirements

Intermediate level of computer skills when dealing with the use of CRM systems ( ). Advanced level of proficiency with computer skills (MS Office, Word, Excel and PowerPoint). Strong telephone communications skills with strong closing skills. Ability to effectively communicate both verbally and through writing with a variety of call points with the pre-hospital and acute care hospital market. Ability to deal with various customer types and overcomes technical and business objections of prospective customers. Clinically knowledgeable with a strong history of utilizing basic A&P and clinical resources as a major part of driving a sale forward. Demonstrated knowledge of medical device industry. Exceptional verbal, written and organizational and presentation skills. Ability to work effectively with teams, work in a dynamic environment and quickly adapt to new corporate objectives. Ability to handle multi-task in fast paced environment without direct supervision. Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals. Strong analytical skills and a sound business acumen. Full clean driving license.

TRAVEL REQUIRED: 10-15 %


Remote working/work at home options are available for this role.
Not Specified
Yacht Client Advisor Manager (Remote East Coast)
✦ New
Salary not disclosed
Our Not-So-Secret Sauce

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A Day in the Life

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

Our Future Colleague

We'd love to meet you if your professional track record includes these skills:

  • Yacht insurance experience required
  • Personal lines insurance experience with High-Net-Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations
  • Ability to travel for client and company meetings as needed
  • 5+ years experience managing individuals and team goals preferred
  • 3-5+ years yacht insurance background required with client facing experience
  • Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work if near an office; or fully remote on the East Coast
  • Charitable contribution match programs
  • Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.


Remote working/work at home options are available for this role.
Not Specified
Real Estate Agent -- Flexible Work Schedule
✦ New
Salary not disclosed

Job Description

A Real Estate Agent is an integral part of a real estate transaction. They represent their clients by getting to know their preferences, representing them during negotiations, and helping them every step of the way in completing a real estate sale. The real estate market is an exciting industry that is always changing, and we are searching for creative, dynamic real estate agents who are eager to apply their creativity to the buying and selling of homes.

The ideal candidate for the Real Estate Agent position is a fast learner who wants to develop creative ideas to help clients buy or sell their home. Ideally, you have experience in sales, marketing or customer service and thrive in fast-paced environments. There is a great deal of independence in real estate, so if you are self-motivated and enjoy a flexible work schedule, this Real Estate Agent position could be a great fit for you.

Real Estate Agents are compensated whenever they make a transaction. Whenever you close a sale, you earn a competitive portion of the revenue. The more transactions you make, the more income you earn. It is not uncommon for Real Estate Agents to earn more than $100,000 each year, although it can take a couple of years to hit that mark as you establish a portfolio of clients.

Regulatory Notice: While a real estate license is not required to apply, you must obtain a real estate license before officially being hired. To earn a real estate license you will need to complete real estate classes (online or in-person) offered by an accredited learning institution and pass a state licensing exam. To learn more about the real estate licensing process, apply now and our recruiting team will provide additional details.

Job Responsibilities

As a Real Estate Agent, you will...

* Advise clients on how to price their home and get it ready for sale

* Keep informed on the local real estate market and keep track of comparable home sales within your clients' communities

* Organize home tours and open houses

* Market your real estate agent services to the local community

* Advocate for clients during sales negotiations and when creating home transaction contracts

* Craft creative marketing strategies to help clients sell their home

* Follow up with clients after their transaction

* Network and pursue referrals and nurture a roster of clients

As a broker, we will...

* Coach you through the licensing process for becoming a real estate agent

* Provide you with training and support for best practices within our local real estate market so you can thrive in the real estate market

* Offer you a flexible schedule so you can have a healthy work/life balance

* Give you a competitive commission rate to offer you financial security

About Berkshire Hathaway HomeServices NE Properties

Berkshire Hathaway HomeServices New England and Westchester Properties is a leading real estate brokerage firm with over 1,500 real estate agents in Connecticut, Rhode Island, and Westchester County. We are the premiere real estate firm in the Northeast. Whether residential, commercial, corporate relocation, equestrian or waterfront living, our company and agents are local market experts committed to providing exceptional service to our clients.

Working Here

At Berkshire Hathaway HomeServices New England, New York and Westchester Properties, we are passionate about what we do and strive to be the best real estate service provider in the Northeast. It is our commitment to offer the best support, tools, programs and technology to our Sales Executives, enabling you to provide outstanding service to your clients and build your business. Our core values, service philosophy, innovative technology and most importantly, our people, are what make us the leader in the areas we serve.

Our Equal Opportunity Promise

We are committed to fair hiring practices and operate as an equal opportunity employer. We do not discriminate on the basis of race, sexual orientation, age, marital status, religion, or nation of origin. We pride ourselves as being exceptional leaders and members of our community and we're committed to treating all our potential employees with the same level of care and respect.

Industry

Real Estate Qualities


Remote working/work at home options are available for this role.
Not Specified
Personal Banker (Hybrid - RDF)
✦ New
Salary not disclosed
Personal Banker (Hybrid - RDF)

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

  • Bonus/incentives for all regular employees
  • 401(k) with 8% company contribution
  • Medical, dental, and vision insurance for employees and dependents paid at 80%
  • PTO and paid sabbaticals
  • Tuition reimbursement

General Summary Works alternately in two member service environments, branch and Call Center, to deliver highly accurate, consistent, friendly, and professional service. Responsible for processing financial transactions, responding to inquiries, fulfilling requests, and troubleshooting concerns. Determines member needs and recommends products and services by having conversations to deepen member relationships. Effectively and accurately utilize Credit Union's systems and resources.

Position Duties & Functions

  • Performs general and vault teller functions such as receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.
  • Keeps records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
  • Balances currency, coin, and checks.
  • Processes non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
  • Processes membership applications and collects initial deposits.
  • As needed, removes deposits, counts and balances, and replenishes cash in automated teller machines and express drop boxes.
  • Identifies member needs by reviewing account data and promotes new and additional products and services to enhance members' financial satisfaction. Completes a member profile questionnaire during member interactions.
  • Identifies sales prospects and follows up on leads to adhere to both individual and branch sales targets as assigned.
  • Participates in Business Development events and actively solicits new memberships and promotes additional products and services to existing members.
  • Provides information on all Credit Union services, counsels members and prospective members in person or by phone on membership requirements and provides information on all savings and consumer loan products.
  • Recognizes and identifies member's deposit and loan needs demonstrating through understanding of all consumer loan products.
  • Performs daily branch duties and responsibilities as assigned by manager.
  • Assists with monthly audits and reviews branch reports as assigned.

Core Call Center Functions

  • Assesses caller needs and provides information to members and potential members on Credit Union membership, products and services, and other pertinent Credit Union information.
  • Handles complex member requests and works in multiple workgroups, including Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires and Outbound Service Calls.
  • Processes all financial and account maintenance transactions performed by the Call Center such as fee reversals, transfers, check disbursements, loan payments, address and contact updates, check orders, stop payments, overdraft protection options, and automatic payment solutions. Proficient in sending information and form requests via secure electronic methods.
  • Proactively engages member interest in Credit Union products and services. Demonstrates a strong working knowledge and creates the opportunity to make referrals or opens additional accounts.
  • Educates members on how to reach financial goals, complex procedures, and self-serve options.
  • Trouble-shoots and resolves member issues within assigned authority using resources available to ensure service level agreements are met. Escalates concerns when necessary to appropriate individuals in a timely manner serving as the member advocate.
  • Identifies trends and system issues impacting members and reports to appropriate lines of business and management.
  • Adheres to security and confidentiality protocols, operational procedures, and best practice guidelines.
  • Documents member interactions accurately and clearly in our customer relationship management system.

Other Call Center Functions

  • Completes required security and regulatory online training modules.
  • Stays current with emails, knowledgebase, and Intranet content.
  • Trains other agents and assists with answering questions on Zoom.
  • Performs other duties as assigned by Call Center manager.
  • Other duties as assigned.

Position Requirements

Experience and Education

  • 1 - 2 years' branch, call center, or related financial services or customer service experience required.
  • High school diploma, GED, or equivalent.
  • Equivalent combination of education and experience may substitute for stated qualifications.

Knowledge and Skills

  • Ability to write and speak effectively in English using correct spelling and grammar.
  • Excellent listening skills with the ability to reflectively respond.
  • Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
  • Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
  • Excellent customer service skills.

Competencies

  • Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
  • Initiative and self-direction.
  • Ability to effectively communicate and collaborate with people at all levels.
  • Sound problem-solving and decision-making ability, including the ability to prioritize.
  • Ability to understand and align with our core competencies through daily projects and tasks:
Growth MindsetDiversity & InclusionCommunicationChange Ready LeadershipResponsibilityProblem SolvingTech & Data SavvyCU Business Acumen

Physical Demands

  • Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
  • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
  • Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary and Benefits:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: Range: $18.30 - $25.17 per hour

Equal Employment Opportunity Statement:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 8 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click


Remote working/work at home options are available for this role.
Not Specified
jobs by JobLookup
✓ All jobs loaded