Territorial Savings Bank Jobs

Also Lahaina Under moderate supervision processes various financial transactions in a friendly, efficient, accurate and professional manner. High school degree or GED and previous experience in cash handling or customer service required. Ideal candidates will be able to communicate effectively with all levels of personnel and the general public. Computer experience, ten-key and typing ability desired. Part-Time Tellers must be flexible and able to work 19 hours per week. *The salary range is $2,950 - $3,120 per month

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is currently seeking a Full-Time Branch Manager to join our team at the Pearlridge Center branch located in Aiea, Hawaii. Essential Functions: Ensure staff follow practices and regulations in the Retail Policy Procedure Manual Provide excellent customer service to store's clients Ensure store reaches the maximum performance in line with the budget Help to organize and ensure full training is carried out with all new employees Ensure appearance of branch is neat and tidy at all times Assist in ensuring adherence to CXI's retail security policies at all times Help in all ways to control operation and staff costs in branch Ensure all Money Laundering and Compliance regulations are adhered to at all times Ensure all inventories are reconciled on a daily basis in line with procedures Maintain adequate inventories of foreign and US Dollar currencies are maintained to support regular seasonal volumes Maintain sufficient stocks of foreign and US currency through wholesale inventory ordering Keep accurate and detailed records of all transactions, expenses, and inventory levels for accounting purposes Maintain excellent working relationship between CXI and the landlord for the facility we lease our branch location from Marketing of the branch through referral flyer distribution, web marketing, and check cashing flyer distribution Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Job Requirements: Demonstrated problem solving skills Proficient reading, writing, and mathematics skills Proficient interpersonal relations, communicative, and sales skills Entry Level Management position Ability to work independently, as well as with a team Schedule: 40 hours Available to work Monday-Friday 9:30am-5:30pm and Weekends Benefits: Commuter Reimbursement Vacation - 2 weeks of paid vacation Sick/Personal Days - 1 week of paid sick/personal time off Health/Dental/Vision Short and Long-Term Disability 401K Plan Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************

The Delivery Support Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Delivery Support Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Key Accountabilities Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. First point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Minimum Experience Requirements High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills.

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Haseko (Hawaii), Inc. is a leading real estate development firm dedicated to shaping vibrant communities across the beautiful islands of Hawaii. With a strong commitment to quality, innovation, and sustainability, we specialize in residential, commercial, and mixed-use developments that enhance the local lifestyle while preserving the natural beauty of our environment. Founded on the principles of excellence and integrity, Haseko has delivered numerous award-winning projects that reflect our deep-rooted connection to the Hawaiian culture and community. Our diverse portfolio includes luxury condominiums, affordable housing, and state-of-the-art commercial spaces, all designed to foster a sense of belonging and enhance the quality of life for residents and visitors alike. As a subsidiary of Haseko Corporation, our team is backed by decades of experience and expertise in construction, design, and property management. We pride ourselves on our collaborative approach, working closely with partners, stakeholders, and local communities to ensure that every project aligns with the needs and values of the people we serve. At Haseko (Hawaii), Inc., we are passionate about creating lasting impacts and nurturing a thriving economy in Hawaii. Join us in our mission to build a better tomorrow, where innovation meets tradition and community spirit thrives. Role Description This is a full-time, on-site role for a Senior Marketing Manager at Haseko (Hawaii), Inc. and its Subsidiaries, in Ewa Beach, HI. We are seeking a dynamic Senior Marketing Manager to collaborate closely with the Director of Sales & Marketing at Haseko. In this pivotal role, you will lead the development and execution of comprehensive marketing strategies for our residential projects, ensuring timely and budget-conscious delivery of all marketing materials. Essentials Functions: • Project Vision & Strategy: Create and articulate the overarching vision for marketing projects, aligning with Haseko's branding and business objectives. • Creative Development: Oversee the design, implementation, and finalization of various marketing collateral, including brochures, signage, advertisements, web-based content, and website design and maintenance. • Sales Support: Provide ongoing marketing assistance to the sales team, including the design and layout of model homes and sales offices to enhance customer engagement. • Collaboration & Coordination: Work closely with sales staff, external vendors, Haseko's legal team, and other stakeholders to ensure cohesive project execution and adherence to timelines. • Documentation & Record Keeping: Maintain meticulous records of all marketing activities and deliverables, ensuring ease of access and organization for future reference. • Training & Development: stay up-to-day with industry standards • Continuous Improvement: Participate in product concept and design processes to optimize marketing strategies and enhance the appeal of Haseko's residential communities. • Market Research: Conduct ongoing market analysis to identify trends and opportunities, informing product positioning and marketing tactics. • Budget Management: Monitor and manage marketing budgets to ensure efficient allocation of resources and adherence to project financials. Minimum Qualifications: • Bachelor's degree in marketing, Business, or a related field. • Minimum 10 years of experience in new home project sales and marketing with a successful track record. • Proven experience in marketing management, preferably in real estate, preferably luxury and resort residential development. • Strong creative vision and ability to translate ideas into compelling marketing materials. • Excellent communication and collaboration skills, with a knack for teamwork across departments. • Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously. • Proficiency in digital marketing tools and platforms, as well as traditional marketing methods. • Knowledge of market trends and consumer behavior in the residential real estate sector.

We are now selecting candidates for our Summer 2025 program with two start dates: (1) May 19th, 2025 and (2) June 16th, 2025. The cutoff for first round interviews to join the May class is Friday, March 14th The cutoff for first round interviews to join the June class is Friday, April 11th * This is an in-person internship. APPLICANTS MUST HAVE AN EXISTING ADDRESS ON O'AHU. * College Financial Representatives (CFRs) in the internship program at Northwestern Mutual - Hawai'i are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our CFRs, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Hawai'i State Insurance Producer License (Life and Accident & Health), with the opportunity to receive sponsorship for your Securities License Receive one-on-one mentorship from a full-time Financial Advisor in our firm Build life skills that create future career opportunities As a Northwestern Mutual CFR, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to convert to a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior or senior class standing Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.-1 As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Check out our “Day in the Life of a Financial Representative Intern” Video: *********************************** DB5tY4xI Why join Northwestern Mutual #97, Fortune 100 company (2022) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2023 Top 100 internship for 27th year in a row Hawai'i Business Magazine - #1 Best company for LGBTQ+ Equality in Hawaii 2021 Hawai'i Business Magazine Best Places to Work, Medium Companies Award (2019-2024) Pacific Business News Hawai'i's Best Workplaces Medium Category Award (2020-2024) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) Recipient of DE&I Champion Award presented by Northwestern Mutual 2023 5.0+ million clients and growing-2 $257 billion retail investment client assets held or managed by Northwestern Mutual-3 Unsurpassed financial strength-4 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Responsible for soliciting, negotiating, underwriting and coordinating the closing of mortgage loans in compliance with the Bank's lending policies and procedures; Develops business relationships with customers; Promotes business for the Bank. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act. DUTIES Identify, develop and maintain a quality network of business relationships. Originate and generate new mortgage loans. Respond to customer inquiries and referrals that are generated from own contacts and from other business channels. Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information. Provide complete loan applications to processing personnel. Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners. Coordinate and review loan documentation for loan closing. Assist manager in implementing business plan and marketing strategy to achieve the Bank's financial objectives and CRA goals. Cross sell other bank products and services. Provides leadership, training and support to less experienced staff members in the department. Perform other duties as assigned. QUALIFICATIONS EDUCATION: College degree preferred. EXPERIENCE: Minimum 3 years of experience in originating mortgage loans with a track record of business development. SKILLS/ABILITIES Extensive knowledge of mortgage loan and government lending guidelines strong business development skills PC proficient in Word and Excel Excellent verbal and written communication skills Bilingual in Mandarin required. $2,000 base salary/month plus commission WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

What we need: Cetera Investment Services is looking for a motivated individual to fill the role of a Sales Manager for American Savings Bank in Honolulu, HI. For more information, and to apply online, please scroll down. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Major Job Accountabilities Trains and motivates FAs and AFAs to: Use relationship selling: Trains team on a needs-based sales process which includes a holistic financial planning approach (1) Discovery - have meaningful conversations to discover dreams and needs (2) Gather all information to prepare plan (3) Analyze information (4) Deliver plan/advice (5) Implement the plan). Be subject matter expert in all tools available for financial planning (ex: MoneyGuide Pro, insurance case design, advisory programs, etc.) Incorporate a set of minimum standards clients should expect when engaged with the FA - Client Experience (differentiated service model depending on client segment) Meets with advisors for regular touchpoints and where they are at with their businesses. Develops individualized business plans with each FA/AFA. Trains and motivates Licensed Brach Employees to use elements of relationship selling (discovery process and information gathering). Develop and implement a profiling and discovery tool for all advisors to better identify asset gathering and wallet share capture opportunities. Coordinates sales appointments, makes presentations and completes all necessary paperwork on successful sales. Maintains effective relationships and partners with all financial institution branch personnel. Makes efforts to identify outside sources of funds for the prospects interviewed and utilize the information to enhance the percentage of “new money sales”. Complies with all the rules, regulations and policies of Cetera, all State and Federal securities regulators and self-regulatory organizations. Mentors the team on all aspects of Broker/Dealer sales and operations. Participates in the product review and approval process for Advisory, Insurance, and Annuity. Job Responsibilities The Regional Sales Manager will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Experience Required Minimum five (5) years of Direct selling experience in the securities and/or insurance business. Required Skills or Training Demonstrates competency in use of Microsoft Office (Word, Excel, PowerPoint, Outlook). Highly effective verbal, written, interpersonal, and presentation skills. Ability to effectively present to individual customers or to large groups. Must be a motivational leader who can hold candid and direct communication with all team members and Bank teammates. Experience with holistic financial planning and building recurring revenue, namely in advisory solutions. Professional Certifications, Licenses, And/or Registration Requirements Life and Health licenses and SIE, 7, and 66 securities registrations. Series 24 or 9/10 preferred. Valid US driver's license and access to transportation. Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Primary Purpose of Job Manages and directs a team of network engineers in the planning, configuration, and installation of network systems, including LANs, LAN internetworking, and WAN environments, inclusive of connections to partner networks. Major Job Accountabilities Manages the networking administration team in performing infrastructure enhancements, production support, change management, and incident management. Develops, configures, maintains, supports, and optimizes all new and existing network hardware, software, and communication links. Establishes priorities and target date commitments; oversees the scheduling of infrastructure support resources and forecasts potential resource commitment. Participates in the collaborative design of technology enhancements to address new business needs & participates in infrastructure strategy discussions. Enhances the customer experience by fostering an environment of service excellence. Implements appropriate IT general controls to ensure that applications process in a safe and secure mode. Oversees and ensures supported applications adhere to IT Architecture Committee standards. Coordinates and facilitates infrastructure support activities and functions with third-party outsourced providers and vendors. Oversees infrastructure support processes and ensures effective 24/7 support for critical production systems. Develops, implements, and maintains policies, procedures, and associated training plans for network resource administration and use. Trains, coaches, and develops the network administration team in execution of their day-to-day assignments, as well as their career progression. Maintains key metrics to monitor the overall team performance. Experience Required Minimum 5 years of direct experience developing and managing Technology Infrastructure operations teams Required Skills Or Training Possesses experience in managing projects to deliver IT solutions in a time-critical manner. Demonstrates strong leadership skills through performance management, training, mentoring, etc. Demonstrates highly effective interpersonal skills, including the ability to communicate effectively with other teammates, vendors, and business partners. Professional Certifications, Licenses, And/or Registration Requirements Cisco CCNA or CCNP Certification preferred EOE, including disability/veterans At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling ************ and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!

Why HEMIC? Do you want to replace “business as usual” with creating better, innovative solutions for tomorrow? Join us at HEMIC! Voted one of Hawai`i Business' Best Places to Work , and Pacific Business News' Best Workplaces , we believe our kuleana is to bring Hawai`i workers back to work and back to life. Insurance doesn't have to be boring! We work hard, but have fun doing it. Throughout the year, we have an employee rally, fun holiday activities, monthly birthday celebrations, and participation in local sports leagues. Participation in Casual Fridays helps us raise money for local charities and we coordinate an annual charity golf tournament. We're passionate about your development. Whether it's achieving a formal certification or attending a workshop to improve your communication skills, we're committed to your growth. We partner with local vendors and attend mainland conferences to ensure your skills stay up-to-date, and we're continually on the leading edge of best practices in our industry. We offer competitive salary and best-in-class benefits, including a 401k match, flex time, and a great wellness program. We are committed to proudly taking care of Hawai`i. We have endowed a scholarship at UH Manoa's Shidler College of Business, and our employees demonstrate this commitment by giving back through employer charitable contribution matches and participation in dozens of community organizations. Position Summary The Marketing & Communications Specialist (Comms & Events) is an ambassador for the HEMIC Family of Companies' brand, products and services. They participate in the planning, development and implementation of marketing strategies & communications, agency relations, and public relations. They effectively communicate HEMIC's key messages and values in the development and implementation of support materials and services for all functions of the HEMIC organization. They work to effectively market the HEMIC Family of Companies' products and services via communications, special events, policyholder initiatives, and more. Essential Duties Communications: Draft messaging and content for digital and print communications: internal communications, news & announcements, email marketing, newsletters, presentations, web and other content. Coordinate reviews, approvals, and release/publication. Event Planning Assist with event planning and production. Manage HEMIC's sponsorship and participation in third-party events. Ensure commitments are fulfilled. Coordinate volunteer support. Agency Marketing & Relations: Collaborate with Marketing Director and department to deliver on marketing initiatives with agency partners: seminars, events, presentations, and digital & print communications. Develop the marketing database; maintain & organize contact information. Assist with agency reports & metrics. Assist with agency contracts. Cultural Ambassador & Executive Support: Provide communications and event planning support to executives & departments across the HEMIC Family of Companies. Serve as a cultural ambassador of HEMIC, internally & externally. Assist in the company goals and aspirations in order to meet objectives, live the values and culture of HEMIC, and practice company policies. Qualifications Strong, effective writing and speaking skills. Experience with presentations and presenting to groups a plus. Quick learner with an ability to flourish in a dynamic, high-growth, fast-paced entrepreneurial environment. High-energy, collaborative people person. High degree of self-motivation, flexibility and common sense. Able to take direction and highly productive with minimal supervision. Well-organized, able to multitask and prioritize effectively, with the ability to self-manage work and meet deadlines. Detail-oriented, committed to high-quality work. BA/BS in marketing, insurance or related field, or comparable experience. Minimum 5 years of experience in marketing, advertising, public relations, or event planning. Strong PC skills: MS Office, content and contact management systems; comfortable with a paperless environment. Experience in the following areas is a plus: Website content management systems and Google Analytics Email Marketing platforms Press Releases, local news media, internet advertising Event planning and coordination Direct Reports N/A NOTE: The above information on this job description has been designed to indicate the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory, or all duties, responsibilities, and qualification of employees assigned to this job. Management has the right to add, revise or delete information in this description. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential duties of this position.

Under the direction of the Manager, this position is responsible for providing quality service to customers with regard to their individual human resource related needs through a demonstrated understanding of customer needs, timely response to inquiry, and a high level of confidentiality.

Under the direction of the Supervisor, this position is responsible for mitigating mortgage loan losses by monitoring and coordinating collection efforts and foreclosure prevention activities on loans included in Repayment and Forbearance plans, Short Sales, Deeds in Lieu of Foreclosure, and Loan Modifications, as well as processing insurance claims with investors and mortgage insurance companies. In addition, this position is responsible for monitoring debt-to-equity ratios to ensure the Bank's interest is protected. High school diploma. 5 or more years of mortgage collection, loss mitigation/underwriting, or foreclosure experience. Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems. Knowledge of Mortgage Servicing System and mainframe applications. Extensive knowledge of Fair Debt Collection Laws, Federal Bankruptcy Laws, Fannie Mae and Freddie Mac investor and private mortgage insurance guidelines and regulations, foreclosure procedures and various loss mitigation options such as short sales, deed in lieu of foreclosure, pre-foreclosure sales, loan modifications and workouts. Demonstrated communication skills, both written and verbal; negotiation skills; financial analysis skills; organizational skills. Able to transport self between locations, as needed, in a timely manner. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Mitigates mortgage loan losses by negotiating with borrowers to reinstate delinquent loans via repayment plans and other foreclosure prevention alternatives. Completes a financial and situational analysis of circumstances to determine if the borrower qualifies for workout options. Determines the optimum plan for the mutual benefit of the borrower, investor and company. Recommends strategies for all home saving and liquidation foreclosure prevention alternatives, as appropriate, within the bank's or investor's and/or guarantor's guidelines. Ensures proper handling of all collection activity. Prepares standard and non-standard letters to borrowers. Files and monitors claims within investor and private mortgage insurance company procedures. Ensures compliance with all applicable federal, State, Bank, investor and Department guidelines for collections, loss mitigation and foreclosure. Monitors the Loss Mitigation workout process through its completion, including borrower follow-up. Monitors progress of accounts in foreclosure and interacts with attorneys to ensure appropriate timelines are met. Works and negotiates with legal, real estate and other professionals to minimize foreclosure losses. Prepares in-house documents necessary for workouts, loan modifications, short sales, deed in lieu of foreclosure and other programs. Prepares and submits MI claims for recovery and follows up on outstanding reimbursements. Prepares foreclosure auction bidding worksheets. Coordinates approval from Investors on Loan Modifications, Short Sales and Deed in Lieu of Foreclosure and submits all required documentation to appropriate investors/guarantors to ensure regulatory compliance. Submits borrower documentation, as necessary, for foreclosure prevention alternative workouts to Investors/guarantors. Monitors status of investor/guarantor review for applicable foreclosure prevention alternative requests. Develop overall functional knowledge of Customer Loan Management Services (CLMS). Support all CLMS departments and sections as needed and/or assigned, cross training in all functions and provide backup as necessary. Performs all other miscellaneous responsibilities and duties as assigned.

Primary Purpose of Job Manages the Bank's liquidity portfolio, borrowings, investment analyses and other financial affairs. Responsible for the activities and functions of the treasury, investments, funding and asset-liability, and Secondary Markets teams. Effectively maximizes returns from investments while controlling the basic element of risk. Major Job Accountabilities Develops and oversees the implementation of policies and programs of the investments, funding and asset-liability areas. Develops and maintains the Bank's and investment-broker relationships. Analyzes and submits to Executive Management various asset and liability strategies as potential new areas of capital growth and development. Ensures that the Bank's reserves meet legal requirements. Oversees the setting of prices for the Bank's wholesale liability products. Assists in the execution of all purchases and sales of all primary and secondary liquidity securities. Monitors overall performance of the service-for-others activities for loans sold by the Bank. Responsible for the maintenance of relationships with private investors, Federal National Mortgage Association, Federal Home Loan Mortgage Corporation, Government National Mortgage Association, Hawaii Finance and Development Corporation, State Employees Retirement System, and other investors. Responsible for management and review of the portfolio of tax credit equity investments including new market tax credits, historic tax credits, renewable energy tax credits, and rehabilitation tax credit programs, which provide tax and CRA benefits to the organization. Monitors and maintains market awareness relative to the interest rates, monetary trends, and the general economy. Experience Required Minimum five (5) to ten (10) years of Experience in Treasury Management at a Financial Institution with asset size greater than $5 Billion. Required Skills or Training Thorough knowledge of all accounting and tax-related legislation, regulations and reporting procedures as well as Federal and State laws relating to the banking industry. Possesses broad knowledge of market conditions and a wide range of external contracts to achieve Bank's objectives. Able to analyze and comprehend financial statements, as well as the impact of financial information. Excellent written, verbal, organizational and interpersonal communication skills. Proficiency in using Microsoft Office applications. Professional Certifications, Licenses, And/or Registration Requirements CPA EOE, including disability/veterans At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling ************ and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!

Under the direction of the Manager, this position supports the investor relations function through strategic analytics to meet the company's business/financial goals and objectives. Identifies new opportunities and creates solutions to present to senior leadership. If applicable or appropriate, assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Bachelor's degree with major in finance, accounting or related area from an accredited institution or equivalent work experience. Minimum 5 to 6 years of strategy development, analytic reporting and analysis experience or equivalent work experience. Project management experience with significant roles and implementation responsibilities preferred. Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software. Knowledge of or ability to use bank software and systems. Demonstrated written and verbal communication and presentation skills to all levels of management. Strong analytical, quantitative and problem solving skills to identify opportunities and risks and make recommendations. Must demonstrate strong project management and implementation skills. Proactive, curious, self-starter who requires minimal supervision with the ability to work across multiple departments and divisions. Maintain a high degree of confidentiality, professionalism and responsibility for confidential and time sensitive material. Possesses drive to learn, research, and resolve issues independently and/or with others. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Provides analytic support for investor relations functions including peer analysis, quarterly earnings releases, investor presentations, and investor due diligence. Monitors analyst reports and estimates of financial performance. Researches and analyzes overall market, economic and competitive conditions and operational results and collaborates with other areas within Finance and Risk and external partners. Works independently on idea generation and development, effectively communicates ideas and works to prioritize the needs of the overall institution. Conducts presentations and communicates at all levels. Assists in coordination of earnings releases, investor conferences and meetings. Assist in maintaining investor relations website. Assists in establishing department goals and objectives and participate in division long range planning by monitoring expense and expense management efforts. May manage department level projects related to services, operations, systems and technologies and oversee development and implementation of procedural, operational and system changes. Develops analytics resources and supports information culture. May assist with managing staff and operations as required to ensure service level quality standards and deadlines are met. Trains, coaches, and motivates more junior staff as appropriate. Assists with performance reviews, goal setting, and staffing recommendations. May interview and recommend candidates for open positions; conducts staff meetings. Provides general technical and operations support. Initiates, receives, researches and resolves routine and non-routine inquiries. Handles operational tasks. Ensures proper operational policies and procedures are followed, controls exercised and errors corrected. Performs all other miscellaneous responsibilities and duties as assigned.

Multiple levels available based on experience.Universal Bankers are able to perform sales, servicing and operational functions in a branch. Assist in managing an assigned portfolio of High Value Clients (HVC) to build and retain customer relationships. Identifies potential customer banking needs and cross-sells other bank products and services; refers customers to specialist as appropriate. Responsible for meeting assigned operational, cross-sale and referral goals. Participates and supports the branch management team with ongoing coaching and development activities. Opens all types of consumer and business deposit and loan products; accepts and closes secured and unsecured consumer loan and personal lines of credit applications. Certified to accept and close home equity lines of credit and loans. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Sales/Servicing Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open all types of consumer and business deposit products and related services Profiles customers while opening or servicing deposit accounts to determine needs. Actively participates in customer retention programs to build and retain customer relationships and find opportunities to acquire new relationships. Manages a portfolio of HVC customers to build and retain customer relationships. Analyzes tax returns and financial statements. Participates in branch or bank wide campaigns. Actively cross-sells and refers customers to the appropriate business partners Achieves all individual/branch goals as assigned which may include deposit, loan and portfolio growth goals; revenue & risk management targets. Operational Effectiveness and Service Delivery Manages risk and takes prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, accounts, or company assets. Process various transactions including but not limited to deposits, withdrawals, various payments, cash advances, U.S. Savings Bonds applications/redemptions, check cashing placing stops, cautions & holds, foreign currency exchange with minimal errors; balance teller cash on a daily basis. Purchase and sell cash to/from vault, assist in the replenishment of cash dispensers. Minimum Qualifications: Education: UB I: High School Diploma or equivalent required. UB II: Bachelor's Degree from an accredited university. Relevant work experience may substitute for the degree requirement. UB I Experience Requirements: 1+ year(s) of demonstrated success in sales and customer service. 1+ year(s) of branch operations experience or successful completion of teller and new account certification within 6 months of hire. UB II Experience Requirements: 2+ years of branch/bank operations experience and sales of retail financial products. 1+ year(s) of experience explaining credit products, accepting/closing consumer and business loan applications. Licenses and Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO), if applicable. Notary Public commission preferred. Physical Requirements & Working Conditions: Must be able to move and lift items up to 20lbs and perform other light physical work. Must be able to operate standard office equipment, including phone, personal computer, copier, etc. Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions. Must be able to read and understand bank-related documents. Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

The Revenue and Debit Card Manager is responsible for all matters pertaining to the end-to-end process for consumer and small business and related fees. Develops strategies to increase fee revenue by conducting market assessments (external and internal) to improve profitability, procedural/ operational efficiencies or risk mitigation. Establishes and maintains relationships with various departments and outside vendors in an effort to develop/implement new fees and improve fee revenue from existing fee income sources. Fees managed include but are not limited to fee revenue associated with small business deposits, consumer deposits, investments, Trust and miscellaneous fees and services (ex: Safe Deposit Box and wires). Manages the strategic development and operational functionality of the Bank's debit and ATM card delivery channels in alignment with the Bank's corporate objectives. Manages the systems and operational vendors involved in the card driver platform, card delivery, and the integrity of data transmission and security. Maintains industry intelligence in card technology and consumer trends, and identifies applications to enhance the Bank's corporate objectives. Promotes customer usage of and migration to debit card channels. Responsible for increasing the penetration, activation, and utilization of cards under management. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrate key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: Fee Development/Management: Be able to quantify opportunity/financial impact after data gathering, research, or other analysis and articulates recommendation via a Business Case. Develop and implement fee positioning and product line strategy. Develop planning sheets for new fees/packages, products, promotions, and campaigns to include budget, cost/benefit analysis and project schedules. Provide direction to assigned analysts in Treasury to develop cost/benefit analysis. Assist in setting and managing goals for fee revenue, product promotions and sales campaigns. Track/report on performance of fee initiatives and campaigns. Obtain approval and implement fee revenue initiatives, product promotion and sales campaigns. Monitor fee and product profitability/positioning and be aware of changes in the environment (customer behavior, competition, etc.) that can impact profitability. Monitor competitive environment - fees, product features, and offers. Assess fee and product competitiveness in the marketplace, seek and follow through on opportunities to increase fee revenue and market penetration. Manage projects to develop and implement new fees and products, enhance or streamline existing fees and products etc. This includes defining business requirements, defining customer communication requirements, and tracking of results. Monitor external and internal environment - problems, technological advances, economic conditions, regulatory changes and identify opportunities for change. Manage the overall fee and product portfolios to ensure that our fee strategy, new account growth, attrition, net growth, cross sales, and profitability support the bank's overall balance sheet and income statement goals. Report and research budget variances. Product Development/Management: Increase the Bank's key performance metrics for Penetration, Activation, and Utilization by creating strategies and tactics on the debit card platform for consumer and business cards. Assist in establishing campaign objectives and securing promotional offers. Ensure product tools are effective in supporting the sales team's objectives. Relationship Management: Maintain relationships with sales teams, the front line, and support areas to achieve fee revenue and debit card goals. Negotiate, execute and manage customer, vendor, and third-party vendor agreements. Work with Training to disseminate Product Knowledge & Sales Tools well in advance of fee/debit card strategy launch/changes. Strategic Initiatives: Assist Department Manager in developing, plans, and implements various strategic initiatives identified by Executive Committee as priority initiatives for the year. Utilize various project management skills as he/she will be working many business units across the bank as these initiatives are implemented. Minimum Qualifications: Education: Bachelor's Degree preferably in Finance/ Accounting or Business or Management required Experience: 7+ years of experience in Finance or Accounting required 3+ years of experience in banking required 4+ years of management experience required Physical Requirements & Working Conditions: Able to work flexible hours to include before/after normal business hours; weekends and holidays. Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated. Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications. Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions. Must be able to read and understand bank-related documents. Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.