Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Connect with people who already asked for help protecting their families.
Build your own agency and learn directly from top leaders.
Design your schedule, your way, and enjoy true work-life balance.
Meron Financial Agency believes that people can have financial success and a life they love. They're building leaders, entrepreneurs, and legacies by providing mentorship, tools, and systems to help people grow without limits.
Embrace the freedom to work from home and tailor your schedule.
Join a nurturing community that values work-life harmony.
Access mentorship opportunities from experienced leaders.
Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses, but final hiring decisions are ultimately made by humans.
Connect with people who already asked for help protecting their families.
Build your own agency with an ownership pathway.
Design your schedule your way for true work-life balance.
Meron Financial Agency believes you can have both financial success and a life you love. They're building leaders, entrepreneurs, and legacies by providing mentorship, tools, and a proven system to help you grow without limits.
Global Elite Empire Consultants is a fast-growing, tech-driven insurance organization looking for experienced agents who want a smarter way to build their business. They provide a tech-driven system that delivers warm, qualified leads - so agents can spend their time closing, not chasing.
Build and maintain strong, long-term relationships with clients as a trusted advisor.
Ensure timely delivery of solutions aligned with client needs and objectives.
Communicate clearly with clients and internal teams on progress and updates.
Jobgether is connecting job seekers with companies. They use AI to match candidates to roles, promoting quick, objective, and fair reviews against core requirements, and they ensure top candidates are shared with hiring companies for final decisions.
Goal-oriented self-starter with time management skills.
Excellent communicator passionate about helping others.
Desire to grow personally and professionally.
They are hiring passionate and responsible individuals to be licensed independent agents in insurance. They provide a supportive environment with training and mentorship.
Handle customer inquiries and analyze payment history.
Communicate account statuses and recommend solutions.
Maintain accurate records of customer interactions.
Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. As a Great Place to Work certified company, they have been in business for over 35 years and work with well-known brands.
Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses; however, final hiring decisions are ultimately made by humans.
Possess strong oral and written communications skills.
Exhibit excellent interpersonal skills using tact, patience, and courtesy.
Thoroughly and efficiently gather customer information, assess, and fulfill customer needs and educate customers where applicable.
SMI is a leading provider in government payment solutions, developing state-of-the-art solutions and running complex human services operations. With over 53 years in operation as a family-owned business, SMI has grown to over 600 employees across the country, and considers its employees and customers as part of their extended family.
Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy
Jerry.ai is a fintech startup that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
Assist broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.
Zensurance is redefining commercial insurance for Canadian businesses through a digital-first experience. As a leading InsurTech company, they combine technology with industry expertise to deliver tailored insurance solutions and have been recognized for its rapid growth and industry impact.
Provide helpful and caring customer service over high volume inbound and outbound client phone calls.
Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking.
Develop and maintain positive client relations and work collaboratively with other departments.
Beyond Finance helps everyday Americans escape debt and step into a brighter financial future through individualized care and supportive technology. They've helped over 1 million clients and have a forward-thinking, rapidly growing organization focused on helping people.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.
Adapt the LearnLux Global Planning methodology to serve members in your region best.
Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.
LearnLux is a leading provider of workplace financial well-being, combining digital tools with personalized, one-on-one guidance from qualified financial professionals. They are a venture-backed company that has raised over $35M to date, supported by experienced investors and long-term partners.
Communicate with users through written channels on job search topics and product-related queries.
Create and improve resumes and cover letters.
Conduct LinkedIn profile audits and provide structured recommendations.
Legit is a company from the Genesis ecosystem that creates news, entertainment, and educational content for millions of people worldwide. Every month, our products reach approximately 80 million users.