Sales Jobs in Riverview Florida

155 positions found — Page 6

Attorney Banking Specialist
Salary not disclosed
Tampa, FL 3 days ago

We are changing FINANCE to finance CHANGE!


Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.


We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.


We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!


Come join our team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.


The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.


Job Responsibilities:


  • Identify new loan opportunities through business development efforts.
  • Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
  • Achieve sales meetings and sales call goals and document in Salesforce.
  • Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
  • Solicit, negotiate, and coordinate closings.
  • Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
  • Ensure production goals are met, including DDA growth goals.
  • Guide borrowers through the application process and advise on financial status and methods of payment.
  • Monitor credit quality of loan portfolios.
  • Monitor past due loans and collect payments.
  • Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
  • Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
  • Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
  • Adopt and practice a commitment to social, economic, environmental, and racial justice.
  • Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
  • Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.


Specific Requirements:


  • Excellent sales, interpersonal, communication and supervisory skills.
  • Superior customer service skills.
  • Prior commercial lending experience required.
  • Excellent attention to detail, ability to multi-task and manage time effectively.
  • Educated in financial products and services, banking regulations and laws.
  • Ability to work in a fast-paced environment.
  • Solid organizational skills.


Benefits:


  • Competitive compensation
  • Employer paid medical, vision and dental insurance
  • Employer paid disability and life insurance
  • 401k match
  • Employee Stock Options
  • Compelling incentive plans
  • Employee only rates for certain loan products
  • Working with an amazing team of dedicated and like minded individuals!
  • Being part of an exciting venture with amazing opportunities for growth and opportunities!


Physical Demands:


  • Sustained standing and sitting.
  • Frequent use of PC, including typing or sustained attention to monitor.
  • Occasional lifting of basic office files or equipment up to 20 lbs.


Equal Opportunity Statement:


At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


Equal Opportunity Employer/Disability/Veterans


E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Not Specified
Bloomingdale's Credit Customer Care Specialist, Full time -Hybrid Flex. Various Schedule W/ weekend.
🏢 Macy's
Salary not disclosed
Tampa, FL, Hybrid 3 days ago

Job Description

Be part of an amazing story

Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.


*Class start date 04/06/2026

Job Overview

Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. Bloomingdale’s Credit Experience Advocates are responsible for delivering an intimate and distinctive customer experience by responding to Bloomingdale’s customer inquiries via phone, chat, or email. Experience Advocates will provide full ownership to credit related inquiries, seizing the opportunity to rewrite the end of the story. Experience Advocates will leverage an environment of continuous learning and education to foster and achieve creative resolutions. We are driven by our desire to win with our customers by being available, knowledgeable, and always engaging.


What We Can Offer You

Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.

Some additional benefits we offer include:

  • Merchandise discounts
  • Performance-based incentives
  • Annual merit review
  • Employee Assistance Program with mental health counseling and legal/financial advice

Access the full menu of benefits offerings here.


What You Will Do

  • Deliver a luxury customer experience through greeting and engaging the customer and providing a genuine and friendly interaction
  • Respond to customer inbound calls, chat, or email in an efficient and friendly manner. Always conveying empathy for customer friction points.
  • Promote and communicate current sales and loyalty promotions.
  • Conduct extensive account research to provide appropriate resolution to customer issues or disputes related to credit reports, billing, payments, account balances, and other credit-related matters, including following up with the customer as needed
  • Accurately record and maintain customer information, interactions, and case details in agent desktop systems.
  • Engage and collaborate with stores, key stakeholders and business leadership on complex and escalated situations showing our customers that our connection makes us like No Other Store in the World.
  • Be entrepreneurial and leverage elevated empowerment to manage appropriate customer accommodations.
  • Always act with integrity, humanity, humility, and respect.
  • Regular, dependable attendance and punctuality.
  • Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities.
  • Responsibilities may fluctuate due to business need and colleagues may be responsible to correspond with customers via inbound calls, chats, or emails.

Who You Are

  • Ability to integrate Bloomingdale’s customer experience model into all interactions
  • Adaptable and able to adjust quickly to changing customer expectations and needs
  • Ability to be a self-started who is comfortable taking the initiative to learn new things; strong decision-making abilities; strong analytical skills
  • Strong interpersonal skills with proven ability to communicate and share information with diverse groups of customers and peers
  • Experience in customer service or a related field, preferably in the credit services industry or luxury selling
  • Strong verbal and written communication skills
  • Empathic, patient, and professional while dealing with customers, especially in stressful situations Enjoy meeting people, learning about them, and sharing information
  • Resourceful and eager to start a new venture and can adapt to changing priorities; you can work on your own but are great with team dynamics
  • High-School diploma or related experience

Essential Physical Requirements You Will Perform


  • This position requires talking, sitting and reaching with arms and hands.
  • Involves sitting and talking for at least two consecutive hours, lifting at least 10lbs., stooping, kneeling, and crouching
  • Reaching, including above eye level
  • Involves close vision, color vision, depth perception, and focus adjustment
  • Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment
  • Able to navigate multiple computer applications from a dual monitor setup

About Us


This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives.

Join us and help write the next chapter in our story - Apply Today!


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This job description is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.


CALL00


This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Click here to see details on benefits.


Apply Now

Job Info

  • Job IdentificationREQ_722561
  • Job CategoryStores
  • Posting Date02/23/2026, 12:21 PM
  • Locations 7801 Citrus Park Town Center, Tampa, FL, 33625, US

Remote working/work at home options are available for this role.
permanent
Marketing Specialist
Salary not disclosed
Tampa, FL 3 days ago

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!


ELS is hiring for the position of Marketing Specialist in Tampa, FL.


What you’ll do:

The Property Marketing Specialist serves investors, ensures compliance and increases the development effectiveness. In addition, the Specialist also implements marketing campaigns to support RV properties.


Your job will include:

  • Create and communicate strategies to support RV property marketing.
  • Travel to Manager meetings and present marketing strategies and RV rental tips.
  • Tour key properties and meet with Property and Regional Managers to draft and edit marketing plans.
  • Write and edit content for marketing collateral and compile virtual tours.
  • Manage property marketing budgets.
  • Research and meet with advertising agencies throughout the region to find new publications to drive qualified leads.
  • Partner with the Operations team to create best practices for sales incentives.
  • Plan and execute referral and sales events.
  • Conduct training seminars on new marketing resources.
  • Serve as the primary point of contact for Property Managers on any marketing issues.
  • Research, manage and run booths at trade shows.
  • Contribute to regional meetings as necessary.
  • Audit websites.
  • Visit properties to assist with marketing needs, signage placement and appropriate collateral.


Experience & skills you’ll need:

  • Bachelor’s degree in Marketing, or a related field, or the equivalent combination of education and experience.
  • Preferable experience in Marketing roles, but not required.
  • Valid driver’s license, good driving record and current auto insurance.
  • Excellent organizational and project management skills.
  • Ability to effectively present information and respond to questions from executives, management, property managers and law enforcement as appropriate.
  • High level of comfort with public speaking.
  • Proficiency in Microsoft Office Suite.
  • Ability to exercise sound judgment and make independent decisions.
  • Ability and willingness to travel.
  • Ability to lift and/or move up to 25 pounds


In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.


We invite you to visit our web site at for additional information regarding our exceptional resort communities.


As an Equal Opportunity Employer, we welcome and thank all applicants.

Not Specified
Investment Counselor (Financial Advisor Alternative)
$10,000
Tampa, Florida 4 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.

Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.

Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.

With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.

You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.

Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.

This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
BDO of Structured Finance
🏢 Climate First Bank
Salary not disclosed
Tampa, FL 4 days ago

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Structured Finance team as the Business Development Officer (BDO). This remote position will be responsible for originating,
structuring, and closing new business opportunities. This role is integral to
the growth and success of the Structured Finance Division, requiring a
proactive approach to business development, client relationship management, and
industry engagement.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.

Benefits:


  • Competitive compensation
  • Employer paid medical, vision and dental insurance
  • Employer paid disability and life insurance
  • 401k match
  • Employee Stock Options
  • Compelling incentive plans
  • Employee only rates for certain loan products
  • Working with an amazing team of dedicated and like-minded individuals!
  • Being part of an exciting venture with amazing opportunities for growth and opportunities!

Responsibilities

  • Business Development - Identify,
    cultivate, and manage relationships with prospective clients. Develop and execute
    a strategy to meet or exceed annual new business funding targets. Leverage
    industry networks, referral sources, and marketing strategies to generate a
    consistent pipeline of high-quality leads.
  • Sales and Client Relationship Management - Conduct
    in-depth needs assessments to understand client financial requirements and
    present tailored financing solutions. Build and maintain strong relationships
    with referral partners, including brokers, CPAs, attorneys, and industry associations. Represent the Structured
    Finance Division at industry conferences, trade shows, and networking events to
    promote services and build the division's brand.
  • Structuring and Closing Deals - Work
    collaboratively with internal underwriting, operations, and credit teams to
    structure and close deals efficiently. Ensure all deals align with the
    division's credit policies and risk appetite. Negotiate terms and pricing with
    clients while maintaining a focus on achieving profitability and client
    satisfaction.
  • Market and Industry Expertise: Stay
    informed about market trends, competitor offerings, and changes in the
    factoring and ABL landscape. Provide feedback to leadership regarding market
    conditions and opportunities for product or service enhancements.
  • Pipeline and Portfolio Management - Build
    and maintain a robust pipeline with clearly defined stages and next
    steps. Generate a balanced portfolio of deals across various industries
    and credit profiles.

Secondary Responsibilities:

*
Adopt and practice a commitment to social, economic,
environmental, and racial justice.

*
Demonstrate interest in contributing to and working
by Climate First Bank's Core Values.

*
Possess the initiative to obtain education related
to sustainability practices.



* Demonstrate an understanding of and follow
established Bank policies, procedures, and regulations, cognizant of
transactions, inquiries that appear suspicious, obtaining reasonable and
verifiable explanations, notifying the Compliance Officer when necessary;
completion of all web-based compliance training; resolution of all issues
concerning BSA report reviews of suspicious activity and or cash transactions.

Requirements

  • Bachelor's degree in Business, Finance, or a related
    field; MBA or advanced degree is a plus.


*
Proven track record of meeting or exceeding sales
targets in a business development role.



*
Strong knowledge of factoring and ABL products,
including underwriting and credit analysis principles.



*
Exceptional interpersonal, communication, and
negotiation skills.



*
Ability to work independently and as part of a
collaborative team.



*
Proficiency in CRM tools and financial analysis
software.

*
Minimum of 5 years of experience in factoring, ABL,
or commercial finance.

Physical Demands:

Sustained standing and sitting;

Frequent use of PC, including typing or sustained attention to monitor;

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Not Specified
Digital Banker
🏢 Climate First Bank
Salary not disclosed
Tampa, FL 4 days ago

We are changing FINANCE to finance CHANGE!


Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.


We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.


We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!


Come join our Digital Branch as a Digital Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker is promotes the Bank's consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.


We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. Please send a resume to apply.


Benefits:

  • Competitive compensation
  • Employer paid medical, vision and dental insurance
  • Employer paid disability and life insurance
  • 401k match
  • Employee Stock Options
  • Compelling incentive plans
  • Employee only rates for certain loan products
  • Working with an amazing team of dedicated and like-minded individuals!
  • Being part of an exciting venture with amazing opportunities for growth and opportunities!


Primary Responsibilities:

  • Customer Service- Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
  • Client Onboarding- Facilitate digital client onboarding and support.
  • Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
  • Marketing & Sales- Provide full-service banking to digital clients with primary focus on increasing the bank's deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
  • Customer Retention- Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
  • Solar Lending- Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
  • Development Team Support- Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on .


Requirements:

  • Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
  • Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
  • Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
  • Banking Experience- Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
  • Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
  • Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
  • Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.
  • Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.


Physical Demands:

  • Sustained standing and sitting.
  • Frequent use of PC, including typing or sustained attention to monitor.
  • Occasional lifting of basic office files or equipment up to 20 lbs.


Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans


E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Not Specified
Associate Attorney
🏢 Oath
Salary not disclosed
Tampa, FL 4 days ago

Oath Law & Oath Planning - Estate and Financial Planning


About The Role

We're looking for attorneys who want to help more people than they ever thought possible.

If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. This is a front-facing role. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.

About The Team

Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them.

What You’ll Do

  • Lead workshops and speaking events to educate potential clients on their estate and financial planning options
  • Meet with clients in consultations, gather necessary information, and help clients take action
  • Design and review personalized estate plans to ensure alignment with client goals
  • Guide clients through document signing appointments, making sure they understand their plans completely
  • Collaborate with attorneys, advisors, and staff to deliver seamless client service
  • Maintain detailed electronic records of client meetings and communications
  • Meet weekly with a mentor attorney for ongoing guidance and professional development
  • Engage clients in integrated estate and financial planning discussions
  • Respond promptly and thoughtfully to client needs via email and phone

What We’re Looking For

  • Juris Doctorate and active law license
  • Strong communication, problem-solving, and time management skills
  • Comfort with public speaking, persuasion, and education-based sales
  • Proficiency in Microsoft Office and Apple software preferred
  • Customer service experience preferred
  • Willingness to work early evenings twice a month
  • Reliable transportation—personal vehicle preferred

What We Offer

  • Competitive base salary with performance-based profit sharing structure
  • Continuous attorney mentorship and professional development
  • Flexible PTO that recognizes and rewards longevity
  • Health, dental, and vision insurance with company contributions
  • 401(k) with matching
  • Maternity and paternity leave after one year
  • A culture-driven team where collaboration, respect, and shared purpose come first

Who Should Apply

This role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.

We're growing quickly, expanding across the country, and building teams in new markets. When hired, we’ll secure an office location convenient for you and your clients. You’ll be supported by mentor attorneys and advisors as you grow within our team. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.

Not Specified
Clinical Educator
Salary not disclosed
Tampa, FL 6 days ago

Inizio Engage has a long-standing partnership with a leading biotechnology organization across Commercial, Patient Solutions and Medical Affairs businesses.

We are seeking a Clinical Educator to deliver educational support to identified Healthcare Professionals and office staff within primary care and specialist facilities in the field of a designated disease state. The Clinical Educator will provide disease state education, related resources, and approved product education in accordance with program standards and compliance guidelines, while meeting all relevant expectations set by Inizio leadership.

This is your opportunity to join Inizio Engage and represent a top biotechnology organization!

What’s in it for you?

  • Competitive compensation
  • Excellent Benefits – accrued time off, medical, dental, vision, 401k, disability & life insurance, paid maternity and paternity leave benefits, employee discounts/promotions
  • Employee discounts & exclusive promotions
  • Recognition programs, contests, and company-wide awards
  • Exceptional, collaborative culture
  • Best Places to Work in BioPharma (2022, 2023, & 2024)
  • Certified Great Place to Work (2022, 2023, 2025)

What will you be doing?

  • Provide disease state education, awareness, and approved resources to identified Healthcare Professionals and office staff as agreed by Inizio leadership
  • Present educational programs, both live and virtual, tailored to the needs of each healthcare office
  • Increase awareness of disease state through compliant education
  • Educate office staff on diagnostic processes, disease state information, and approved product education including safety and adverse event information per label
  • Develop and strengthen relationships with key healthcare professionals and office staff
  • Identify and support referral pathways across multidisciplinary teams
  • Facilitate the development and provision of services across multiple healthcare sectors
  • Use only approved materials provided by Inizio. Materials may not be changed, copied, or distributed
  • Complete all required training courses and competency assessments within specified timeframes
  • Ensure accurate and timely documentation of all office interactions and required reporting activities
  • Capture time and expenses through the designated Inizio systems
  • Maintain professional registration and/or licensing as required by applicable state laws
  • Attend local and national meetings and/or conferences to remain current on program developments and share best practices
  • Maintain company equipment and materials in accordance with company instructions
  • Comply with all Inizio policies and procedures and all applicable compliance standards
  • Be contactable during working hours to respond to inquiries and perform responsibilities
  • Possess a full, valid United States driver’s license at all times and notify Inizio immediately of any offenses or accumulation of penalty points
  • Effectively manage assigned territory and travel as needed, including overnight travel
  • Perform other duties as requested
  • Clinical Educators do not provide nursing services, medical or treatment advice, and do not market or promote pharmacological products.

What do you need for this position?

  • Qualified Healthcare Professional with current state license (Respiratory Therapist or Registered Nurse preferred)
  • Associate’s Degree, Bachelor’s Degree, BSN, or equivalent work-related experience
  • Minimum of 3+ years’ experience working in a specific disease state or related field; respiratory experience preferred
  • Previous experience in pharmaceutical or biotech industry as a clinical educator or in sales preferred
  • Excellent professional communication and presentation skills
  • Ability to present to physicians and various members of office staff
  • Strong interpersonal and organizational skills
  • Demonstrated ability to manage multiple responsibilities and territory priorities
  • Self-starter with high personal motivation
  • Evidence of continual professional development and commitment to maintaining clinical knowledge
  • Willingness to travel up to 75%, including overnight stays
  • Ability to lift and carry up to 25 pounds and operate standard office equipment

About Inizio Engage

Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.

We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.

To learn more about Inizio Engage, visit us at: Engage is proud to be an equal opportunity employer. Individuals seeking employment at Inizio are considered without regards to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related medical conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. Further, pursuant to applicable local ordinances, Inizio will consider for employment qualified applicants with arrest and conviction records.

Inizio Engage is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however, only qualified candidates will be considered.

permanent
Clinical Nurse Educator
🏢 Inizio Engage
Salary not disclosed
Tampa, FL 6 days ago

Inizio Engage has partnered with a leading, research-driven, biopharmaceutical company with a heritage rooted in science and collaboration. We are seeking a performance-driven, proven, and ambitious, Clinical Educator to deliver educational support and training support for Healthcare Professionals and other office staff within oncology facilities/offices in their management of patients with cancer in order to meet all relevant standards as set by the company/client and Manager.  

  

This is your opportunity to join Inizio Engage and represent a top biotechnology company!  

  

What’s in it for you?  

  • Competitive compensation 
  • Excellent Benefits – accrued time off, medical, dental, vision, 401k, disability & life insurance, paid maternity and paternity leave benefits, employee discounts/promotions  
  • Employee discounts & exclusive promotions 
  • Recognition programs, contests, and company-wide awards 
  • Exceptional, collaborative culture 
  • Best Places to Work in BioPharma (2022, 2023, & 2024) 
  • Certified Great Place to Work (2022, 2023, 2025) 

 

What will you be doing?  

  • Provide education through in-services (account calls) to HCPs and HCP staff on Product specific information including but not limited to Product information, disease state information, dosing protocols and information, administration of product, and adverse events of Product.  
  • To present educational programs to Healthcare Professionals in accordance with the needs of each office  
  • Engage in Program related communications with client’s field-based sales force (representatives and district managers).  
  • Communicate to the Manager any concerns identified during the in-service education process. The Manager will serve as the single point of contact with Merck for all Program related communication.  
  • Accurate and timely reporting of all visits, including but not limited to the type of education conducted, length of visit, and office that was visited. A visit is defined as a customer interaction-in-services and scheduled or unscheduled customer engagements.  
  • Report on interactions with HCPs and HCP staff  
  • Complete all required administrative responsibilities in a timely manner. Some of these could include but are not limited to; daily computer updates, weekly summary of activity reports, emails and monthly expense reports  
  • Coordinate and schedule travel to oncology offices with client Sales Representatives  
  • Develop and strengthen relationships with key customers  
  • To attend and complete all training courses and related competency assessments that Inizio or the Client requires, to an appropriate standard and within a specified timeframe  
  • Attend local and national meetings and/or conferences, as required, to keep abreast of plans, activities and developments and to exchange knowledge and experience within the team  
  • Maintain all company equipment and materials in accordance with company instructions.  
  • Comply with all Inizio Policies and Procedures, along with all Client Policies and Procedures as required  
  • Maintain professional registration and/or licensing as required by applicable state laws.  
  • To possess a full valid US driver’s license at all times and to notify the company immediately of any offences or accumulation of penalty points  
  • Perform other duties as requested  

  

What do you need for this position?  

  • Active nursing license to be in good standing in at least one state in which the in-services are being conducted.  
  • Must have at least three (3) years of oncology nursing experience that includes, but is not limited to, direct patient care, physical assessment, patient education, group in servicing, and proficiency in peripheral IV access. Chemotherapy infusion experience required.  
  • Strong problem-solving skills.  Demonstrable organizational skills and/or previous territory management is preferred  
  • A self-starter with high personal motivation  
  • Valid motor vehicle license and proof of insurance.  
  • Ability to travel, including overnight travel. The amount of travel varies by territory but may be up to 100% travel.  
  • Must have good communication, speaking, and writing skills. Ability to conduct one on one and group presentations, manage administrative responsibilities consistent with a field-based territory management position.  

Preferred Qualifications:  

  • Certification in IV Therapy (CRNI) preferred  
  • Adult oncology experience  

  

About Inizio Engage  

  
Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.   

  

We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.  

  

To learn more about Inizio Engage, visit us at:     

  

Inizio Engage is proud to be an equal opportunity employer. Individuals seeking employment at Inizio are considered without regards to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related medical conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. Further, pursuant to applicable local ordinances, Inizio will consider for employment qualified applicants with arrest and conviction records.  

 

Inizio Engage is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however, only qualified candidates will be considered. 

 

permanent
Associate Life Solutions Specialist - Tampa
Salary not disclosed
Tampa, Florida 1 week 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 Associate 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 will 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing 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.

Work Hours:

* Monday - Friday / 7:30am - 8:00pm (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 and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year 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 a team environment
* Successful completion of a job-related assessment may be required

What sets you apart:

* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs 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: $45,470 - $76,730.

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
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