Licensed Insurance Customer Service
Finance Service Representative Job 43 miles from Salida
Salary: $52000.0 - $72000.0/year Experience: 1 Year(s) AJ Abdelkhalek - State Farm Agency, located in Sunnyvale, CA has an immediate opening for a full-time Licensed Insurance Professional. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future.
If you have experience in the insurance industry, I invite you to apply for the position in my office. I challenge you to strive towards your potential. I look forward to being a part of your success!
Responsibilities include but not limited to:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
What we provide:
Base Salary plus Commission/Bonus
Paid Time Off (vacation and personal plus sick pay)
Flexible Schedule
Annual holiday dinner celebration
Opportunity for growth/advancement within my office
Requirements:
Property & Casualty license (required)
Life & Health license (must be able to obtain)
Bilingual English/Spanish preferred
Insurance Sales Experience/ Property & Casualty and L/H licenses preferred
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Self-motivated
Ability to multi-task
Ability to effectively relate to a customer
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PM24
PIb4c0ead0c708-26***********1
Customer Service
Finance Service Representative Job 37 miles from Salida
Customer Service
Pay Rate/Salary: $23.00
Schedule: Monday - Friday 7Am-4PM
Duties and Responsibilities:
Project Administrator is responsible for Coordinating projects activities, managing schedules, and ensuring project deliverable are completed on time and within budget. They will break projects into tasks, create workflows of products, analyze risks, and provide documentation of invoices. They must have phone etiquette, customer service, a sense of urgency, strong communication skills, strong word, excel, data entry (alpha and numeric)
Dress Code: Business Casual
Qualifications: Construction Admin background is a plus. Must be comfortable working in a fast-paced environment.
Owner's Representative - Retail Tenant Services
Finance Service Representative Job 49 miles from Salida
Macdonald & Company is partnered with a leading owner, operator, and developer of premier retail and mixed-use properties to appoint an Owner's Representative - Retail Tenant Services in San Jose, CA.
This role involves overseeing and coordinating construction projects across a designated portfolio, managing landlord and tenant work, budgeting, scheduling, and ensuring seamless project execution from lease negotiation through completion. The Owner's Rep serves as the key liaison between internal teams, tenants, architects, and contractors throughout the design and construction process.
Responsibilities:
Drive the design, permitting, and construction process to achieve optimal rent commencement dates.
Oversee projects from conceptual estimating to closeout for new and existing retail properties.
Coordinate with Leasing, Legal, Asset Management, and Development to ensure lease terms are met.
Review leases, construction drawings, and insurance certificates for compliance.
Manage project budgets and contracts to ensure timely delivery of landlord's work.
Provide regular project status updates and troubleshooting support.
Qualifications:
3-7 years of experience in tenant coordination, construction, or project management.
Experience with retail property design and construction.
Degree in Architecture, Construction Management, or related field preferred.
Strong communication, organizational, and analytical skills.
Proficiency in reading architectural drawings and financial analysis/reporting.
Excellent negotiation and customer service skills.
Proficiency in MS Office; graphic design skills are a plus.
Ability to travel to project sites and occasionally to the San Jose office.
Financial Representative
Finance Service Representative Job 22 miles from Salida
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Finance Associate
Finance Service Representative Job 49 miles from Salida
Project Finance Associate - Clean Energy
Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions.
We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting.
Key Responsibilities:
Conduct detailed financial analysis and build project finance models
Collaborate with project teams to prepare budgets, forecasts, and financial reports
Manage financial databases, ensuring data integrity and accessibility
Prepare and present financial insights to leadership, supporting strategic decisions
Assist in corporate financial planning, budgeting, and forecasting
Qualifications:
Experience in solar asset finance modeling.
Proven track record of raising asset-level financing.
Familiarity with GAAP accounting principles is a plus.
Benefits:
Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses
Comprehensive health, dental, and vision insurance coverage
Generous vacation time and paid time off benefits
If you are interested in this opportunity, please apply here or reach out to me directly, *************************
Project Finance Associate
Finance Service Representative Job 49 miles from Salida
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Customer Service Representative
Finance Service Representative Job 49 miles from Salida
Red Oak Technologies is a leading provider of comprehensive resourcing solutions across a variety of industries and sectors including IT, Marketing, Finance, Business Operations, Manufacturing and Engineering.
Our client is a
large electric lighting equipment manufacturer.
They are looking for a
Customer Service Representative
to join their team. This role is a
CONTRACT
position. Position will be
HYBRID.
Candidates must be residing within commutable distance of
San Jose, CA to be considered.
**HYBRID (3 days per week in-person)**
**3-month contract assignment + possible extension**
Position Duties:
Responsible for much of the order fulfillment process including but not limited to order related information requests, communicating delivery schedule, and coordination with other departments to ensure the company provides an accurate and high standard of delivery and customer service.
Respond to high volume of inquiries via e-mail or phone from business development managers, sales representatives, and customers regarding pricing, product features, product availability, company policies, and post sales issues.
Administer and enforce policies pertaining to pricing, sales orders, freight.
Coordinate with the Credit Team to set up new customers and release on credit hold orders.
Position Requirements:
Bachelor's degree or relevant experience preferred.
3+ years order fulfilment/customer service representative/ and/or sales operations experience in a technical, manufacturing environment.
Experience working with sales representatives in a high-volume product environment.
Excellent written and oral English communication skills.
Thoroughness/Attention to Detail - Superior attention to detail with data entry.
Flexibility - Ability to perform in a fast paced, dynamic work environment, meet aggressive deadlines, and work on a flexible schedule.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
MS Excel Proficiency - Create, manipulate, and format pivot tables.
Able to perform VLOOKUP
SAP
Red Oak Technologies is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people of all walks of life. See what it's like to be at the top; connect with one of our recruiters and apply today.
Let us help you find your next career opportunity! JOIN RED OAK TECHNOLOGIES!
Learn what it's like to be a Red Oak Consultant!
Red Oak Tech: Quality | Talent | Integrity
Customer Service Representative
Finance Service Representative Job 49 miles from Salida
About Us:
AZAZIE stands as the leading direct-to-consumer (DTC) e-retailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options.
Job Summary:
Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels.
*
Please note:
We are only recruiting local candidates at this time to accommodate a hybrid-based schedule.
The employee will come into San Jose location 3 times a week
Schedule:
Monday -Friday, 7:30AM - 4:30PM
Responsibilities:
As a Customer Service Representative, you'll be an important part of our growing team! You will be set up for success in meeting the following requirements for this role:
Proficient in supporting our customers via phone, chat and email identifying their needs, complaints, or other issues and providing solutions and support as needed.
Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours.
Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us.
Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns.
Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively.
Competency and initiative to meet and exceed the department metrics and individual performance goals.
Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry.
Skills/Talents you have:
Analytical, problem solver and critical thinker.
Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy.
Team player that is willing to take initiative to support customers, other agents and supervisors.
Adaptability to thrive in a fast-paced ever changing work environment.
Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers.
Positive attitude with a desire to learn and share ideas in a collaborative work environment.
Clear and concise communicator within customer interactions and across different departments.
Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results.
Excellent time management skills.
Customer-focused with strong interpersonal and tech savvy skills.
Qualifications:
Customer Service Experience: 1 year (Preferred)
Fluency in English. Additional languages is a plus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application)
Experience with AI Intercom, Slack or other CRM software is a plus.
Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software.
Excellent written and oral communication skills.
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs.
Customer-focused and can demonstrate mastery of customer service skills.
Ability to maneuver between multiple tasks.
Benefits:
Free snacks and drinks in office
Company engagement events
Gym access in San Jose office building
Monthly departmental CS appreciation lunches
Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision.
Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Member Service Representative - Banking
Finance Service Representative Job 49 miles from Salida
Member Service Representative (MSR) plays a crucial role in providing exceptional customer service and financial solutions to clients. This position is responsible for assisting members with banking transactions, account inquiries, and product recommendations while ensuring compliance with banking regulations and policies.
Key Responsibilities:
Greet members in a professional and friendly manner, ensuring a positive banking experience.
Process financial transactions, including deposits, withdrawals, transfers, and loan payments efficiently and accurately.
Assist members with opening and closing accounts, issuing debit/credit cards, and resolving account inquiries.
Identify customer needs and recommend suitable banking products and services, such as savings accounts, loans, and investment options.
Proactively cross-sell and refer customers to appropriate departments (e.g., lending, investments) to enhance financial well-being.
Educate members on digital banking services, including mobile apps and online banking.
Ensure all transactions and procedures comply with federal regulations and internal policies.
Maintain confidentiality and safeguard member information.
Identify and report any suspicious activities related to fraud or security risks.
Maintain accurate records of transactions and documentation.
Assist with branch operational tasks, including balancing cash drawers and ATM management.
Participate in training and professional development programs to stay updated on banking regulations and best practices.
Qualifications & Requirements:
High school diploma or equivalent (Associate's or Bachelor's degree in Business, Finance, or related field preferred).
2 years of experience in customer service, banking, or financial services preferred.
Financial Representative
Finance Service Representative Job 43 miles from Salida
MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo
Are you passionate about building relationships? Do you enjoy helping people grow and achieve their goals? If so, you might be the perfect fit for our team at MassMutual Northern California! We welcome individuals who are new to the financial industry. If you're looking to align with a stable, dependable firm and have a passion for insurance and investments, there's no better place to work. Whether you're interested in exploring new market opportunities, expanding your products and services, or providing your clients with greater stability, we can support you every step of the way.
Why Join Us? | At MassMutual Northern California, we value the skills and experiences that come from diverse backgrounds. We offer a unique blend of resources from large advisory firms and the entrepreneurial spirit of independent practices. This combination allows us to provide a supportive environment where you can thrive.
Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:
Self-Motivated and Disciplined: Able to work effectively and independently.
Outgoing and Relationship-Oriented: Enjoy developing relationships and have a sincere desire to help others.
Organized and Detail-Oriented: Excellent time-management skills.
Experienced: Background in sales, military, police, finance management, mortgage, real estate, or similar fields.
Qualified: Bachelor's degree in finance or business and/ or Life, Accident, Health license (preferred)
Tech-Savvy: Proficient in PC skills including Word, Excel, Outlook, Zoom, and able to navigate multiple applications during call handling.
Compensation + Benefits | Our compensation structure is comprehensive and robust, offering high payouts across multiple product lines and various planning platforms. We also provide multiple supplemental compensation opportunities to support your practice growth, all while building an equity-based independent ownership model.
• 401(k) matching
• Health & Dental insurance
• Health savings account
• Life insurance
• Retirement plan
• Vision insurance
Join our world-class planning firm and see for yourself why MassMutual Northern California is the best place to build your career.
Apply today!
************************************** | ************************
Financial Representative
Finance Service Representative Job 49 miles from Salida
Financial Advisor - "Choose a Career That Lets You Live Life Differently!"
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.
By joining our team, you'll have access to the following:
Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP.
Unique opportunity to pursue leadership and specialized roles.
An award-winning training program to help you get started.
Personalized coaching, assistance with market development, and administrative support.
Benefits:
Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation.
While you help your clients achieve financial security, Northwestern Mutual will also help you.
Comprehensive medical coverage.
Two company-funded retirement plans.
Group life and disability income insurance.
Sponsorship of licensing and designations.
Personalized mentorship from top-performing advisors.
Mentorship and professional development training throughout your entire career.
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
Full financial support for professional designations and professional business growth certifications.
Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.
Responsibilities:
Identify potential clients with marketing and branding resources provided by NM.
Schedule appointments and meetings with potential clients.
Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Make product recommendations to help your clients meet their financial goals.
Provide ongoing support and service for your clients
Manage and update client portfolios.
Answer client questions about financial plans and provide financial advice.
Qualifications
Bachelor's Degree.
Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance.
Strong interpersonal, verbal, and written communication skills.
Ability to work independently.
A commitment to ongoing learning, including staying current on financial changes.
Must complete a background check.
Sales Representative- Logistics/Transportation
Finance Service Representative Job 7 miles from Salida
Why G3?
G3 Enterprises is an industry leader in packaging, logistics, real estate and minerals solutions. Our diverse portfolio of businesses create a variety of opportunities for career growth. We believe in fully leveraging the talent within our organization, presenting employees with challenging work, opportunities for job rotations, special projects, and a changing landscape.
Sales Rep. Logistics / Transportation
Central and Northern California
Location: Modesto, CA - in office 3 days a week
Summary
Responsible for participating in the development and execution of sales programs designed to maximize the sale of company products and services and increase the company's standing. Executes programs through personal selling designed to maximize the sale and distribution of full breadth of products and services with current and prospective accounts. Responsible for developing influential relationships with internal and external customers. Develops general understanding of technical aspects of products in
order to best service the customer.
Essential Functions
This job description reflects management's assignment of essential functions; it does not prescribe or restrict
the tasks that may be assigned.
• Develops and strengthens relationships with select customers to ensure a favorable standing in
the marketplace.
• Calls on assigned customers to provide service and support.
• Seeks out prospective customers and persuades them to purchase products and services.
• Research accounts, identify key players, and generate interest, with a positive attitude at all
times.
• Close sales and achieve yearly quotas as assigned.
• Develops fluency across the full breadth of products and services, and serves as single point of
contact for relationship management with assigned customers.
• Understands when and how to collaborate across divisions and lines of business in order close
sales.
• Develops selling strategies for driving the Go to Market strategy of the business units.
• Prepares forecasts and analyzes trends in sales, demand, supply chain and general business
conditions in collaboration with Sales Operations, Marketing, Finance, and other internal teams.
• Analyzes existing and potential product/service markets in collaboration with Sales Operations,
Marketing, and other internal teams.
• Utilizes sales and marketing programs, pamphlets, print ads, etc., to help promote the Company's
objectives.
• Develops and executes sales presentations for select customers.
• Supports billing and collections activities for assigned customers as needed.
• Reviews customer quality expectations to ensure customer satisfaction.
• Acts as an ambassador, advocating for our products to existing and perspective clients.
• Directs customer service and technical service efforts to support sales activity.
• Maintains professional relationships within the industry to enhance reputation as a supplier to be
trusted.
• Assists with forecasting and budgeting reporting for select customers.
• Inputs and tracks information in CRM and/or other sales software system(s).
• Prepares forecasts and analyzes trends in sales, demand, finance, and general business
conditions in collaboration with Sales Operations, Marketing, Finance, and other internal teams.
• Closes sales and achieves yearly quotas as assigned.
• Leads and/or participates in Virtual Meetings using a variety of virtual meeting software.
• Maintains satisfactory attendance, to include timeliness.
• Responsible for understanding and complying with applicable quality, environmental and safety
regulatory considerations.
Minimum Qualifications
• Bachelor's degree plus 2 years of Account Management or Sales experience focused on logistics, agricultural products and services, mobile bottling services, equipment, glass, aluminum cans, oak and/or packaging products such as labels, closures, and bottle decorating services; OR High School diploma or State-issued equivalency certificate plus 5 years of G3 Account Management or Sales experience focused on logistics, agricultural products and services, mobile bottling services, equipment, glass, aluminum cans, oak and/or packaging products such as labels, closures, and bottle decorating services.
• Candidates for this position must have a valid driver's license and a safe driving record. Required
to obtain a driver's license or appropriate state driver's license within 30 days of hire.
• Required to attend trade shows.
• Required to travel up to 50% during the course of business to cover assigned territory.
• Skilled in the use of MS Word and MS Outlook at an intermediate level MS Excel and MS
PowerPoint at a basic level.
• Experience participating in and conducting virtual meetings (e.g. Zoom, WebEx).
Preferred Qualifications
• Bachelor's degree plus 4 years of Sales experience reflecting increasing levels of responsibility.
• Strong interpersonal and teaming skills.
• Experience with Customer Relationship Management (CRM) system.
• Experience selling beverage industry packaging, bottling, and logistics
• Experience effectively presenting information in one-on-one and small group situations to
customers, clients, and other employees of the organization.
• Experience reading and comprehending simple instructions, short correspondence, and memos.
Experience writing simple correspondence.
• Experience responding effectively to the most sensitive inquiries or complaints.
• Skilled in calculating figures and amounts such as discounts, interest, commissions, proportions,
percentages, area, circumference, and volume.
• Skilled in working independently, making sound decisions under demanding time constraints.
Compensation
Hiring Salary Range: $68,700 - $85,900
Actual compensation amount paid may be lower or higher to be determined by factors other than race and gender such as the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data.
Perks & Benefits
This position includes a competitive benefits package.
Please click here to view our full list of benefits.
G3 is enrolled in the Department of Homeland Security's E-Verifying program and will use the program to verify the employment eligibility of all newly hired employees as required. G3 does not sponsor for employment based visas for this position now or in the future.
E-Verify Notice and Right to Work Notice
Employee Polygraph Protection Act
Equal Opportunity Employer
EEO/AA M/F/Vet/Disability
Financial Representative
Finance Service Representative Job 49 miles from Salida
At Aspire, we are more than just a financial firm; we are a thriving community of dedicated professionals who believe in fostering a positive learning environment and building strong, lasting relationships with our clients. Our agency is renowned for providing our independent agents with the essential tools and support they need to thrive in the financial services industry. We are committed to maintaining a high standard of excellence, ensuring consistent client referrals, and continuously generating opportunities. As one of the fastest-growing organizations in the industry, we are actively seeking top-performing Financial Services Agents to join our team as independent contractors.
Position: Financial Representative - Independent Contractor
Location: Must be physically located in the United States
About Us:
At Aspire, we are not just in the business of financial services; we are in the business of making financial dreams come true. We take pride in being more than a financial firm; we are a family that supports and empowers each other. Our agency has a rich history of success and a strong commitment to nurturing a positive learning environment. We believe in continuous growth and development, both for our independent contractors and our clients.
Compensation:
100% Commission
Bonuses
Paid 2x weekly
Our Approach:
Cultivating Relationships: We understand that financial services go beyond numbers; it's about building trust and lasting connections with our clients. Our team is dedicated to establishing meaningful relationships that go beyond financial planning, ensuring that our clients have the support they need to achieve their financial goals.
Client Success: Our mission is to empower our clients with the essentials for financial success. We provide them with comprehensive financial education, expert personal finance strategies, and unwavering support throughout their journey. Our commitment to client success is what sets us apart in the industry.
Sustainable Growth: We are proud to be one of the fastest-growing organizations in the financial services industry. Our commitment to excellence has allowed us to consistently generate client referrals and new business opportunities for our agents all throughout the United States. We are determined to maintain this growth trajectory by bringing on board top-performing Financial Services Agents who share our vision and dedication.
What You'll Do:
As a Financial Services Representative you will:
Build strong and lasting relationships with clients, ensuring their financial goals are met.
Stay up-to-date with industry trends and market insights to provide clients with expert financial guidance.
Utilize innovative methods and strategies to help clients achieve their financial objectives.
Collaborate with a supportive team of professionals who are committed to your success.
Enjoy access to cutting-edge tools, reports, and technology to enhance your services.
Work independently, managing your own schedule and business operations.
What We Offer:
Competitive compensation structure with uncapped earning potential based on your performance.
Ongoing training, mentorship, and professional development opportunities.
Access to exclusive financial planning resources and industry-leading technology.
A positive and collaborative work culture that values your contributions.
Opportunities to network and build your brand within the financial community.
Flexibility and the autonomy to run your own firm.
Construction Sales Rep - Fire & Life Safety Subcontracting
Finance Service Representative Job 43 miles from Salida
💰 Compensation: Base $80K-95K + commission | Full benefits package
Are you a top-performing construction sales professional with a passion for building lasting partnerships?
We're seeking high performers who value results over fixed compensation. Our unlimited commission model ensures your earnings directly reflect your impact, with no ceiling on your potential compensation."
Accurate Firestop, a growing leader in Firestop & Insulation in Northern California, is seeking a strategic, results-driven Construction Sales Representative to strengthen our position as a preferred fire & life safety subcontractor for leading General Contractors. (100% Customer satisfaction). This role is designed for a sales expert with 5+ years of exceptional results and an above-industry close ratio of 25%+ in estimating and securing deals in large-scale, high-value projects.
Why Join Us?
✅ We're an Industry leader in fire & life safety subcontracting.
✅ Uncapped commission structure with lucrative earning potential.
✅ Career growth opportunities in an expanding company.
✅ Strong, collaborative team culture with a focus on excellence and innovation.
✅Awarded honors as a San Francisco Business Times Top Minority and Latino Owned Business in the Bay Area.
✅100% employee health benefit premiums paid
✅Generous paid time off program
✅ 401k Retirement Savings Plan & 401K Company Profit Sharing Plan.
✅ Significant performance reward incentive within Total Rewards Package
What You'll Do?
✔ Execute our strategic sales approach to secure long-term partnerships with General Contractors.
✔ Identify and close new business opportunities within Healthcare, Government/Federal, Mega Data Centers, and Mega Dot Com sectors.
✔ Own the full sales cycle - from lead generation and estimating to proposal development, negotiation, and closing.
✔ Leverage your industry network to position our company as the go-to subcontractor for fire & life safety.
✔ Collaborate closely with estimating, project management, and field teams to ensure successful project execution.
What You'll Bring:
🔹 5+ years of proven success in construction sales, with a strong focus on estimating and deal closure.
🔹 Track record of exceeding industry close ratios (25%+) in competitive bidding environments.
🔹 Existing relationships with General Contractors in Healthcare, Government/Federal, Data Centers, and DotCom sectors.
🔹 Deep knowledge of fire & life safety systems and industry regulations or SIMILAR scope.
🔹 Strategic, relationship-focused approach with a long-term vision for growth.
🔹 Advanced proficiency in On-Screen Takeoff or comparable estimating software, with comprehensive training and expertise.
🔹 Extensive training and hands-on experience with industry-leading project management software, including Procore, PlanGrid, or equivalent platforms.
🔹 Expert-level ability to read and interpret blueprints and specifications.
💡 If you're a high-performing construction sales professional looking to take your career to the next level, email your resume to *******************************. (immediate consideration)
An EOE m/f/d/v.
Sales Representative
Finance Service Representative Job 49 miles from Salida
OUR COMPANY
Bonafide Health (********************** is a rapidly growing, innovative healthcare company focused on developing scientifically validated, powerful supplements and medical devices to treat women's common healthcare needs and improve their quality of life. Our mission at Bonafide is to provide women with powerful solutions for the perfectly natural symptoms that occur throughout their lives - from PMS to menopause and everything else along the way. All Bonafide products are hormone-free, meticulously researched, and thoughtfully developed using the safest ingredients possible. These are just a few reasons why Bonafide products are so popular with women and doctors.
Bonafide Health is a subsidiary of Pharmavite. Pharmavite was founded with the belief that there had to be a better way to be healthy than relying on prescriptions. Pharmavite is the parent company of an exciting portfolio of brands including Nature Made, Uqora, and MegaFood.
JOB SUMMARY
Our national team of sales representatives are among the most driven, compassionate, and adaptive in the industry. Together, they educate healthcare professionals on Bonafide's innovative treatment solutions for women's health. As individuals, they develop original outreach plans that help connect our treatments to the patients and care communities we serve. We're ready to welcome another to this team, and if you have a similar commitment to continued learning, patient care, we'd love to hear from you.
As a Bonafide Sales Representative, you will report directly to the District Manager, you will provide product and condition state knowledge and effectively educate and engage healthcare professionals about product efficacy and education. Maintain in-depth knowledge of market, demographic, and territory managed markets information. Working with your Division Manager and Vice President of Sales you will analyze sales and market trends to effectively identify business opportunities in your territory and develop and execute a territory specific business plan.
KEY RESPONSIBILITES
Critical contributions this role is counted on to deliver include:
Provide customers with current and comprehensive product and condition state efficacy and education for appropriate patients
Daily activities include one-on-one sales presentations to targeted health care professionals, arrangement of group selling programs; provide continuing education and value-added services to a wide range of health care professionals; and analyze sales and market trends to effectively identify business opportunities
Implement account management strategies
Execute sales force strategies and marketing plans effectively to meet or exceed sales objectives
Review and analyze market data for developing and implementing business plans that focus on selling to targeted customer segments / business channels
Partner with internal and external constituents to maximize customer satisfaction and drive profitable growth and sales targets
Comply with all legal and regulatory compliance requirements established by Bonafide.
WHAT SUCCESS LOOKS LIKE IN THE ROLE:
Demonstrates mastery of product features, benefits, and clinical applications of the Bonafide portfolio.
Delivers exceptional communication skills with the ability to convey complex medical and scientific information to providers in a clear and persuasive manner. Listening actively to understand customer needs and address concerns effectively
Establishes trust and rapport with healthcare professionals; maintains relationships through consistent follow and personalized service
Delivers a goal-oriented and resilient attitude to achieve or exceed sales goals. Resilience in overcoming objections, handling rejection, and adapting to changing market conditions
Adheres to legal and ethical guidelines in the promotion of Bonafide's portfolio.
REQUIRED QUALIFICATIONS:
In order to take on these challenges, you'll need to have:
A minimum of a Bachelor's degree is required
A valid driver's license is required and must be able to operate a motor vehicle as part of the day-to-day job requirements.
Must reside within a commutable distance of 50 miles of the primary city in the sales territory
The ability to travel as needed depending upon geography (including overnights and/or weekends)
Demonstrates a strong drive and passion for their work.
Possesses a high level of emotional intelligence and leadership skills.
Demonstrate learning agility and critical thinking skills.
Demonstrated judgment and decision-making capability.
Proven track record for consistently meeting or exceeding financial and/or other quantitative targets, as well as qualitative goals
Ability to learn complex technical / scientific information and effectively communicate to a broad audience of health care professionals.
Demonstrates the ability to cultivate new and existing relationships.
Proficient in Microsoft Office products including Outlook, Word, Excel, PowerPoint
PHYSICAL REQUIREMENTS
Do not edit: HR USE ONLY
This position primarily works in a remote or customer office environment. It requires the ability drive, sit or stand for long periods of time and frequent walking. Daily use of a computer, phone, office equipment and other computing and digital devices is required. May be required to stand for extended periods when facilitating meetings or walking in the facilities. Some local travel may be necessary, so the ability to travel by plane, operate a motor vehicle and maintain a valid Driver's license and/or effectively navigate public transportation is required.
While performing the responsibilities of the job, the employee must be able to read and respond to interoffice communications as well as effectively participate in meetings. The employee is often required to operate a motor vehicle in their respective territory while repeatedly getting in and out of the car to visit customer offices, sit and use their hands and fingers, to lift up to 20 lbs., pull, push, carry, handle or feel.
The employee is required to carry, handle items, reach with arms and hands, to stoop, kneel, or crouch; talk or hear. Mental demands may require prolonged concentration, reading comprehension, understanding and interpretation of concepts, ideas and philosophies.
Bio Sales Rep. (San Francisco Bay Area)
Finance Service Representative Job 49 miles from Salida
Responsibilities:
Responsible for the sales of research products within a defined territory.
Meet and exceed territory sales goals.
Expand customer base within the assigned territory.
Maintain and develop a strong relationship with customers through regular interactions.
Perform sales calls with all customers and potential customers in the assigned territory.
Proactively address customer inquiries and make our best efforts to resolve their problems.
Stay informed about competitors' activities and gather relevant information about competing products.
Consistently positively represent Vazyme across all customer locations.
Qualifications:
A Bachelor's Degree is desired, preferably in biology or life sciences.
Proven sales experience in the Bio industry and an understanding of the sales process.
Mandarin speaking is a must.
Ability to interface with customers and possess strong relationship-building skills.
Self-motivated with the ability to work independently and as part of a team.
Excellent listening, written, and oral communication skills.
Sales Representative, Iron Specialist, Women's Health - San Francisco, CA
Finance Service Representative Job 49 miles from Salida
Shield is looking for self-motivated, passionate, and results-driven sales professionals looking to join an exciting and entrepreneurial organization. Be part of this rewarding journey as we build a great company together.
Join our best-in-class commercial team as we revolutionize the iron deficiency and anemia market in the US. The field team will relaunch ACCRUFeR (ferric maltol), the only FDA-approved oral iron replacement therapy for adults with iron deficiency. With over 15 million patients who suffer from ID/IDA in the US, ACCRUFeR offers a unique opportunity to address a previously unmet medical need, delivering meaningful solutions to patients in need.
This territory is called San Francisco and covers San Fran, San Jose up to Fort Bragg.
Driving sales through the promotion of ACCRUFeR to targeted HCPs focusing on Women's Health and Iron deficiency
Develop and execute dynamic territory management plan tailored to the customer.
Develops pre-& post-call planning strategy based on customer segmentation.
Successful in a compliant manner -ethical sales practices and required regulations
Challenges status quo of current therapy and treatment options
Patients and customers first - shows urgency in meeting customer needs
Creatively leverages available assets and collateral to drive awareness of ACCRUFeR.
Actively listens, observes, and solicits feedback to improve patient outcomes.
Engage internal and alliance partners to maximize success.
The minimum qualifications for this role are:
BS or BA degree required.
Clinically adept with a minimum of 1-3 years pharmaceutical or medical sales.
Experience in the Women's Health Care market preferred.
Demonstrated business acumen with a total office call approach.
Ability to work independently and collaboratively as a team member to deliver results.
Strong verbal, interpersonal and listening skills.
Travel is required for business, may include overnights.
Proficiency in Excel, Word and Outlook.
Must live within geography of responsibility or within reasonable driving distance.
Valid Driver's License and acceptable driving record.
Proficiency in speaking, comprehending, reading, and writing English is required.
At Shield, we offer competitive salaries, benefits, and an inclusive environment where you can use your experiences, perspectives and skills to help make an impact on the lives of others.
Shield is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, gender expression, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations
Professional Sales Representative
Finance Service Representative Job 49 miles from Salida
Keith Giusto Bakery Supplies, KGBS, a consistently growing company, needs a sales representative to cover the lower half of the Bay Area. We have a powerful branded product, well known in the bakery industry for excellence and a customer service reputation second to none. The sales area would be south of San Francisco, down the peninsula and south of Oakland down to San Jose.
Our business is anchored on the complete line of Central Milling flour and grain, accompanied by specialty bakery ingredients such as sugar, salt, seeds, and chocolate. Our clients run the gamut from major Bay Area production facilities to small independent artisan bakeries.
We pride ourselves on a positive work environment and team work. To be successful you need to be organized, have good time management and strong communication skills. We are not looking for some slicked up, fast talking sales huckster who says they can sell honey to a bee. We need an energetic, empathetic, upbeat representative who is passionate about flour, baking and helping their clients achieve their vision. Your job is to visit your current clients on a regular basis to maintain a connected relationship ensuring they have what they need for their business, introducing new items where appropriate. You will also be looking for and following up on new business opportunities.
Our sales work is done through the NetSuite system. Previous knowledge is a plus, but knowing another inventory sales software system, like Salesforce, would help you pick things up quickly as well. Using Excel, Word, and Outlook would be part of the day-to-day functions along with frequent phone conversations.
Benefits include Kaiser medical and vision, covered at 90% for the primary, dental, phone allowance, laptop, and 401K after one year that is 6% match. Compensation is base salary and sales target bonuses. Our expectation would be one day a week at the Home Office in Petaluma the rest of the week working your market area. You will be training one-on-one with our best salesperson. During the training period, you may need to be in Petaluma more frequently.
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Compensation Package:
Yearly bonus
Schedule:
8 hour shift
Day shift
Monday to Friday
Ability to Commute:
Petaluma, CA 94954 (Required). Once trained, this would be once a week, with the balance of time spent in your territory.
Work Location: Hybrid remote in Petaluma, CA 94954
Relationship Banker
Finance Service Representative Job 49 miles from Salida
What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration.
Identify opportunities to add value to customers by introducing them to partners.
Qualifications:
Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
1 Year of Customer Service experience
1 Year of Consumer Sales experience
1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category:
Category A - 100% in the office
Hours:
Monday-Friday 8:30am-5:30pm
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
California - $28.13 - $33.75 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Project Finance Associate
Finance Service Representative Job 48 miles from Salida
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities