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Most recent job postings at allfxbrokers
via ZipRecruiter
schedule_type: Full-time
About Us:
Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease... auditing, lease administration, capital markets,
About Us:
Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease... auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter.
The Role:
Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment.
Compensation:
This industry is primarily commission based, however, we recognize the financial challenge associated with a transition from a salaried position to a fully commission based position and have compensation plans in place for truly exceptional candidates, plus additional commission upside. Not only do we want to see you succeed, we want to share in the investment our new team members make with a move to this incredible industry.
Desired Skills and Expertise:
• A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained.
• Commercial real estate experience is strongly preferred.
• Bachelor's degree required.
• We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation.
• Candidates must have a warm personality and the ability to work well in a team environment.
• We only hire those who live by Hughes Marino's core values.
Privacy:
We respect your privacy and will always keep your identity 100% confidential.
Job Posted by ApplicantPro Show more details...
Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease... auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter.
The Role:
Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment.
Compensation:
This industry is primarily commission based, however, we recognize the financial challenge associated with a transition from a salaried position to a fully commission based position and have compensation plans in place for truly exceptional candidates, plus additional commission upside. Not only do we want to see you succeed, we want to share in the investment our new team members make with a move to this incredible industry.
Desired Skills and Expertise:
• A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained.
• Commercial real estate experience is strongly preferred.
• Bachelor's degree required.
• We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation.
• Candidates must have a warm personality and the ability to work well in a team environment.
• We only hire those who live by Hughes Marino's core values.
Privacy:
We respect your privacy and will always keep your identity 100% confidential.
Job Posted by ApplicantPro Show more details...
via IPro Real Estate
schedule_type: Full-time, Part-time, and Contractorwork_from_home: 1
Join us as a Broker-Partner and unlock a world of opportunities in the real estate industry. Profit from your very first producing agent with us. Our corporate office covers all administration, documentation, and most memberships, alleviating numerous initial costs. Our mission is simple: to help you maximize your earnings while minimizing administrative burdens. Build a lucrative business... without the hassle of administration – focus on growing
Join us as a Broker-Partner and unlock a world of opportunities in the real estate industry. Profit from your very first producing agent with us. Our corporate office covers all administration, documentation, and most memberships, alleviating numerous initial costs. Our mission is simple: to help you maximize your earnings while minimizing administrative burdens. Build a lucrative business... without the hassle of administration – focus on growing your own branch office while we handle the rest. With our comprehensive suite of products and services, we ensure that you have everything you need to thrive and succeed in the real estate industry. Founded on the idea of building a better living with champion real estate services, iPro prioritizes the integration of cutting-edge technologies and excels in all types of real estate transactions
Show more details...
via ZipRecruiter
posted_at: 29 days agoschedule_type: Full-time
Are you a real estate team or brokerage that would like to be able to keep your brand and leverage all of the Keller Williams systems, tools, and benefits? We are partnering with local Real Estate Brokers to create an Indie-Partner experience for your Brokerage or team to be able to leverage all of the Keller Williams systems, tools, and benefits while still staying true to your business! This... has to be a win-win or no deal in order to partner
Are you a real estate team or brokerage that would like to be able to keep your brand and leverage all of the Keller Williams systems, tools, and benefits? We are partnering with local Real Estate Brokers to create an Indie-Partner experience for your Brokerage or team to be able to leverage all of the Keller Williams systems, tools, and benefits while still staying true to your business! This... has to be a win-win or no deal in order to partner with another local brokerage. This is a great opportunity for smaller brokerages or big teams to take their team(s) to the next level.
If you are interested and curious about what this could look like, please apply now! We look forward to hearing from you.
Compensation:
$80,000 - $120,000 at plan commissions
Responsibilities:
• Continue to run your Brokerage and agents with additional Keller Williams systems, tools, and benefits
• Leverage Keller Williams to help your agents and brokerage grow
• Use and leverage Keller Williams training to push your agents to do more sales
• Perform all brokerage and agent duties as applicable
Qualifications:
• Must have a valid Real Estate License
• A Brokers license is required
• If you are a producing team under a brokerage, we can explore team and the brokerage benefits
• Brokerage must meet production requirements
• Commission opportunity
• Brokerage and agents must be ethical and have good morals
• Real estate licenses are required for practicing real estate agents per state compliance
• Must live within driving distance of the office
• Must have working rights in the USA
About Company
Opportunity to be part of one of Orange County's top-producing teams with over 265 million in closed volume in the past 12 months. If you're that agent who is looking for an uplifting community, raising your bar and producing to have a life worth living and a business worth owning. This special unique team provides leads, coaching, masterminding, weekly collaboration, technology and systems, full administrative staff, marketing department, not only for agent onboarding but with buyers' consultation guides and sellers' complete specialized marketing plan that creates the highest success and proficient marketing data in today's industry. If you are currently active and in production or on a team and just looking to raise your ability to produce more and more importantly grow more and want to explore the opportunity.
All inquiries must have a California Real Estate license. And passionate about growing and succeeding and being part of an incredible community Show more details...
If you are interested and curious about what this could look like, please apply now! We look forward to hearing from you.
Compensation:
$80,000 - $120,000 at plan commissions
Responsibilities:
• Continue to run your Brokerage and agents with additional Keller Williams systems, tools, and benefits
• Leverage Keller Williams to help your agents and brokerage grow
• Use and leverage Keller Williams training to push your agents to do more sales
• Perform all brokerage and agent duties as applicable
Qualifications:
• Must have a valid Real Estate License
• A Brokers license is required
• If you are a producing team under a brokerage, we can explore team and the brokerage benefits
• Brokerage must meet production requirements
• Commission opportunity
• Brokerage and agents must be ethical and have good morals
• Real estate licenses are required for practicing real estate agents per state compliance
• Must live within driving distance of the office
• Must have working rights in the USA
About Company
Opportunity to be part of one of Orange County's top-producing teams with over 265 million in closed volume in the past 12 months. If you're that agent who is looking for an uplifting community, raising your bar and producing to have a life worth living and a business worth owning. This special unique team provides leads, coaching, masterminding, weekly collaboration, technology and systems, full administrative staff, marketing department, not only for agent onboarding but with buyers' consultation guides and sellers' complete specialized marketing plan that creates the highest success and proficient marketing data in today's industry. If you are currently active and in production or on a team and just looking to raise your ability to produce more and more importantly grow more and want to explore the opportunity.
All inquiries must have a California Real Estate license. And passionate about growing and succeeding and being part of an incredible community Show more details...
via Ladders
schedule_type: Full-time
Job Title Brokerage Coordinator Job Description Summary We are seeking a Brokerage Coordinator to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a can-do mindset and will participate in regular business and team meetings, as requested, to understand
Job Title Brokerage Coordinator Job Description Summary We are seeking a Brokerage Coordinator to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a can-do mindset and will participate in regular business and team meetings, as requested, to understand and facilitate client goals. This multifaceted role requires someone with strong organizational and project management skills, and the ability to multi-task in a fast-paced environment. The Brokerage Coordinator will be trained and developed to become highly proficient with internal systems and technologies, as well as Workday, Salesforce, Microsoft and Adobe applications. Job Description Essential Duties and Responsibilities Support content creation process with regards to timeline and transaction cycle Coordinate with other departments... (marketing, research, finance) based on the needs of the team and client Provide sales, marketing and transaction support Supports client relationship management in partnership with Broker(s) Support timeliness of deliverables Key Responsibilities Pitch and Proposal Coordination Coordinate with internal functional groups on behalf of brokers in support of pursuits as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.) Attend strategy sessions with brokers and other departments as necessary to generate creative/innovative ideas for pursuits Coordinate appointments with internal and external clients and arrange any other accommodations that may be required Serve as point of contact for client requests Perform research, property searches and site selections Create market documents, tour books, property flyers, brochures and other marketing materials as needed Business Development Collect and prepare information for client activity reports Execute property tour logistics for showing, including coordination with brokers and/or licensed professionals Create and administer marketing materials and collateral Update website content, social media, etc. on behalf of brokers Create budgets for broker projects in partnership with team Coordinate vendor services (e.g. photographs and aerials) Coordinate events (e.g. open houses, industry-related, etc.) Oversee and maintain marketing schedule (e.g. administration of e-comms) for respective clients Create market documents, tour books, property flyers, brochures and other marketing materials as needed for listings Maintain Client Relationship Management Database Maintain and enter new leads and opportunities into the CRM system Generate project codes for corresponding deals for the proper recording of pursuit and deal-related expenses Run reports Deal Documentation and Revenue Accounting Prepare and collect all deal-related documents, and follow up with all parties on the execution as required Process all expense reports for brokers Coordinate with Legal for review and approval of agreements as necessary Create deal sheets per listing agreements for review and approval Follow and adhere to deal management process by use of deal management system and submission of all applicable documentation required Maintain outstanding balances in CRM for brokers Maintain and Manage Research Databases Support population of Internal Listing Database on behalf of brokers Enter new listings and share all required property information, availability, and additional information, as directed by fee-earner Maintain listings in external database Requirements Bachelor degree or equivalent 3+ years' experience in marketing or related field Or similar combination of education and experience Excellent oral and written communication skills, including creating and editing marketing materials Proficiency with Microsoft Office Suite Proficiency with Adobe Creative Suite Detail oriented, self-starter, well organized, able to set priorities and handle multiple projects at any given time, and comfortable working in a fast-paced environment independently Demonstrated strong interpersonal skills History of excellent internal and external customer service Physical Requirements Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours a day. May involve periods of standing, such as operating at machines including; copiers, faxes, scanners, binding, cutting, and folding Some overtime may be required. Regularly required to lift supply boxes; some could weigh up to 30 pounds Extensive walking throughout the office, stocking kitchen supplies and office supplies Regularly required to talk, hear, and use hands and fingers to write and type Ability to speak clearly so others can understand you Ability to read and understand information and ideas presented orally and in writing Ability to communicate information and ideas in writing and orally so others will understand Regularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displays Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $28.37 - $35.09615 Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us
Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 18.50–28.00 an hour
Customs Brokerage Entry Specialist
Summary/Objective...
The successful candidate in this position will possess key skills and experience which include knowledge of international import transportation, import brokerage procedures, U.S. Customs and Border Protection (“Customs”), and Participating Government Agency (“PGA”) requirements including the clearance process, classification and valuation. This position requires excellent organizational
Customs Brokerage Entry Specialist
Summary/Objective...
The successful candidate in this position will possess key skills and experience which include knowledge of international import transportation, import brokerage procedures, U.S. Customs and Border Protection (“Customs”), and Participating Government Agency (“PGA”) requirements including the clearance process, classification and valuation. This position requires excellent organizational skills with the ability to multi-task along with the knowledge to produce accurate workflow in a fast-paced, high-pressure freight forwarding operations environment, while positively contributing to the success of the team.
This role primarily requires the individual to manage accounts from A to Z, prepare all documentation necessary to clear merchandise through Customs and any applicable PGA, provide excellent, thorough, and prompt customer service and perform any tasks assigned by the Manager, Supervisor, or Team Lead that meets the needs of the team and department.
Qualities
• Ethical with sound judgement
• Possess a passion to help team members
• Ability to work well with others at all level, enjoys being part of a team and is a true team player
• Detail-oriented
• Reliable, follows through on commitments
• Balances team’s needs with goals of organization
• Outstanding written, verbal, presentation and organization communication skills
• Professional presentation
• Tenacious
• Goal oriented and task driven
Essential Duties and Functional Responsibilities
The following definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities for this job at any time due to reasonable accommodation or other reasons.
• Performing tasks safely
• Ensuring area housekeeping requirements are met
• Abiding by all OSHA rules and LOGISTEED America, Inc.’s safety practices
• Meeting established procedures and productivity, safety and quality standards
• Entering and transmitting ISFs (Importer Security Filing) for ocean shipments
• Classifying commodities per client import portfolio with appropriate recordkeeping
• Entering data of client shipment detail and updating shipment information and/or status
• Liaising with third parties to move goods (by road, rail, air or sea) in accordance with customer requirements
• Working closely with customers, colleagues and third parties to ensure smooth operations to deadlines
• Maintaining communication and control through all phases of the file
• Resolving customer issues, handling and solving incidents (e.g. disputes)
• Preparing Customs entries, including HTS classification, data input, customer invoicing and delivery of freight
• Preparing and filing of ACH statements
• Communicating with Customs and Other Government agencies to ensure accurate compliance
• Assisting import supervisor and performing other duties as assigned by the Manager
Competencies
• Strategic Thinking
• Problem Solving/Analysis
• Project Management
• Prioritize Tasks / Time Management
• Communication Proficiency
• Personal Effectiveness / Credibility
• Multi-tasking
• Strong organizational skills
• High degree of accuracy
• Strong customer relations
• Strong business acumen
Educational and Experience
Requirements and Preferences
• Fluency in English required
• Excellent verbal and written communications skills and phone etiquette
• High school diploma / GED, college degree preferred
• Minimum 1+ years customs brokerage experience preferred
• Effective, clear, and concise communication skills
• Experience with CargoWise software preferred, but not required
• Detail oriented with ability to solve problems independently as well as in a team environment
• Demonstrated experience interacting, developing and maintaining customer relationships
• Proven ability to multi-task and work in a fast-paced, deadline-driven environment
• Proven success in and improving quality, service, safety and client relationship in a fast-paced high-pressure setting
• Proven ability to provide outstanding customer service and maintain an excellent rapport with customers and vendors
• Proven competencies in Microsoft Office products
• Ability to understand any and all safety requirements and regulations (OSHA)
• Ability to pass all TSA background requirements
• Knowledge of ISF filing
• Ability to work flexible hours according to business needs
• Knowledge of import brokerage procedures and U.S. Customs and Border Protection (“Customs”) and Participating Government Agency (“PGA”) requirements including the clearance process, classification and valuation.
Supervisory Responsibility
• Not Applicable
Additional Eligibility Qualifications
• Ability to read, analyze and interpret documents
• Ability to respond effectively to inquiries or complaints
Work Authorization/Security Clearance (if applicable)
• Must be legally authorized to work in the United States
• Must pass a background check and pre-employment drug test
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to talk and hear, to stand and walk for short periods of time, and to frequently bend, stoop, and kneel. The employee is frequently required to walk; reach with hands and lift with arms, shoulders and legs. The employee is required to sit for prolonged periods of time; climb or balance and stoop, kneel, crouch, or crawl.
Work Environment
One-hundred percent of work time will be spent in an office setting where the environment is climate controlled.
LOGISTEED America, Inc.is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.
PAY TRANSPARENCY NONDISCRIMINATION PROVISION
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
EOE/M/F/D/V Show more details...
Summary/Objective...
The successful candidate in this position will possess key skills and experience which include knowledge of international import transportation, import brokerage procedures, U.S. Customs and Border Protection (“Customs”), and Participating Government Agency (“PGA”) requirements including the clearance process, classification and valuation. This position requires excellent organizational skills with the ability to multi-task along with the knowledge to produce accurate workflow in a fast-paced, high-pressure freight forwarding operations environment, while positively contributing to the success of the team.
This role primarily requires the individual to manage accounts from A to Z, prepare all documentation necessary to clear merchandise through Customs and any applicable PGA, provide excellent, thorough, and prompt customer service and perform any tasks assigned by the Manager, Supervisor, or Team Lead that meets the needs of the team and department.
Qualities
• Ethical with sound judgement
• Possess a passion to help team members
• Ability to work well with others at all level, enjoys being part of a team and is a true team player
• Detail-oriented
• Reliable, follows through on commitments
• Balances team’s needs with goals of organization
• Outstanding written, verbal, presentation and organization communication skills
• Professional presentation
• Tenacious
• Goal oriented and task driven
Essential Duties and Functional Responsibilities
The following definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities for this job at any time due to reasonable accommodation or other reasons.
• Performing tasks safely
• Ensuring area housekeeping requirements are met
• Abiding by all OSHA rules and LOGISTEED America, Inc.’s safety practices
• Meeting established procedures and productivity, safety and quality standards
• Entering and transmitting ISFs (Importer Security Filing) for ocean shipments
• Classifying commodities per client import portfolio with appropriate recordkeeping
• Entering data of client shipment detail and updating shipment information and/or status
• Liaising with third parties to move goods (by road, rail, air or sea) in accordance with customer requirements
• Working closely with customers, colleagues and third parties to ensure smooth operations to deadlines
• Maintaining communication and control through all phases of the file
• Resolving customer issues, handling and solving incidents (e.g. disputes)
• Preparing Customs entries, including HTS classification, data input, customer invoicing and delivery of freight
• Preparing and filing of ACH statements
• Communicating with Customs and Other Government agencies to ensure accurate compliance
• Assisting import supervisor and performing other duties as assigned by the Manager
Competencies
• Strategic Thinking
• Problem Solving/Analysis
• Project Management
• Prioritize Tasks / Time Management
• Communication Proficiency
• Personal Effectiveness / Credibility
• Multi-tasking
• Strong organizational skills
• High degree of accuracy
• Strong customer relations
• Strong business acumen
Educational and Experience
Requirements and Preferences
• Fluency in English required
• Excellent verbal and written communications skills and phone etiquette
• High school diploma / GED, college degree preferred
• Minimum 1+ years customs brokerage experience preferred
• Effective, clear, and concise communication skills
• Experience with CargoWise software preferred, but not required
• Detail oriented with ability to solve problems independently as well as in a team environment
• Demonstrated experience interacting, developing and maintaining customer relationships
• Proven ability to multi-task and work in a fast-paced, deadline-driven environment
• Proven success in and improving quality, service, safety and client relationship in a fast-paced high-pressure setting
• Proven ability to provide outstanding customer service and maintain an excellent rapport with customers and vendors
• Proven competencies in Microsoft Office products
• Ability to understand any and all safety requirements and regulations (OSHA)
• Ability to pass all TSA background requirements
• Knowledge of ISF filing
• Ability to work flexible hours according to business needs
• Knowledge of import brokerage procedures and U.S. Customs and Border Protection (“Customs”) and Participating Government Agency (“PGA”) requirements including the clearance process, classification and valuation.
Supervisory Responsibility
• Not Applicable
Additional Eligibility Qualifications
• Ability to read, analyze and interpret documents
• Ability to respond effectively to inquiries or complaints
Work Authorization/Security Clearance (if applicable)
• Must be legally authorized to work in the United States
• Must pass a background check and pre-employment drug test
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to talk and hear, to stand and walk for short periods of time, and to frequently bend, stoop, and kneel. The employee is frequently required to walk; reach with hands and lift with arms, shoulders and legs. The employee is required to sit for prolonged periods of time; climb or balance and stoop, kneel, crouch, or crawl.
Work Environment
One-hundred percent of work time will be spent in an office setting where the environment is climate controlled.
LOGISTEED America, Inc.is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.
PAY TRANSPARENCY NONDISCRIMINATION PROVISION
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
EOE/M/F/D/V Show more details...
via Glassdoor
posted_at: 4 days agoschedule_type: Full-time
Opportunity: Account Executive – Argentia West, ON
All-Risks Insurance Brokers Limited is a full-service insurance brokerage offering a broad array of property, casualty, life, health and investment products and services to the residents of Ontario. We offer our customers a choice of high-quality insurance products from a number of reputable and financially secure insurance companies in a... friendly and courteous environment.
We currently have
Opportunity: Account Executive – Argentia West, ON
All-Risks Insurance Brokers Limited is a full-service insurance brokerage offering a broad array of property, casualty, life, health and investment products and services to the residents of Ontario. We offer our customers a choice of high-quality insurance products from a number of reputable and financially secure insurance companies in a... friendly and courteous environment.
We currently have a vacancy for an Account Executive, in our Argentia West office.
Responsibilities: As an Account Executive, your primary focus will be new business generation. You will be required to network, solicit, develop and produce a profitable book of Personal/Commercial business through various cultivation practices & techniques. The successful candidate must be able to service and maintain their growing book of business. Any existing book of business would be an asset.
Qualifications:
• Proven sales track record
• Minimum of 2 years of Sales experience
• Self- starter with the ability to establish sales & retention goals
• Strong communication, presentation, and relationship skills
• RIBO License is required or ability to convert OTL to RIBO
• Excellent interpersonal skills
• Ability to organize and prioritize work effectively
• Strong attention to detail
• High level of computer skills, knowledge and previous experience working with SIG XP and Compu-quote will be an asset
About All-Risks Insurance Brokers Limited
All-Risks was formed in 1954, incorporated in 1963 and we have been providing quality products and services ever since. It has been our innovative and fresh outlook on the insurance industry that has helped us grow and be a leader of the industry standard to both our clients and insurer partners alike.
• Only qualified applicants will be contacted.
POSITION HIGHLIGHTS
City: Argentia West
Job Type: Permanent
Education Required: Post-secondary
Minimum Experience Required: 2 years
Languages Required: English
Assets: Punjabi (ਪੰਜਾਬੀ)
Training: On the job training provided
Market Segment: Insurance
Expertise Area: Broker - Producer Show more details...
All-Risks Insurance Brokers Limited is a full-service insurance brokerage offering a broad array of property, casualty, life, health and investment products and services to the residents of Ontario. We offer our customers a choice of high-quality insurance products from a number of reputable and financially secure insurance companies in a... friendly and courteous environment.
We currently have a vacancy for an Account Executive, in our Argentia West office.
Responsibilities: As an Account Executive, your primary focus will be new business generation. You will be required to network, solicit, develop and produce a profitable book of Personal/Commercial business through various cultivation practices & techniques. The successful candidate must be able to service and maintain their growing book of business. Any existing book of business would be an asset.
Qualifications:
• Proven sales track record
• Minimum of 2 years of Sales experience
• Self- starter with the ability to establish sales & retention goals
• Strong communication, presentation, and relationship skills
• RIBO License is required or ability to convert OTL to RIBO
• Excellent interpersonal skills
• Ability to organize and prioritize work effectively
• Strong attention to detail
• High level of computer skills, knowledge and previous experience working with SIG XP and Compu-quote will be an asset
About All-Risks Insurance Brokers Limited
All-Risks was formed in 1954, incorporated in 1963 and we have been providing quality products and services ever since. It has been our innovative and fresh outlook on the insurance industry that has helped us grow and be a leader of the industry standard to both our clients and insurer partners alike.
• Only qualified applicants will be contacted.
POSITION HIGHLIGHTS
City: Argentia West
Job Type: Permanent
Education Required: Post-secondary
Minimum Experience Required: 2 years
Languages Required: English
Assets: Punjabi (ਪੰਜਾਬੀ)
Training: On the job training provided
Market Segment: Insurance
Expertise Area: Broker - Producer Show more details...
via ZipRecruiter
posted_at: 2 days agoschedule_type: Full-time
Come join our amazing team!
Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of... correspondent loans. Perform all duties in accordance
Come join our amazing team!
Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of... correspondent loans. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $13.00 to $20.00 / HR + Monthly Incentive plan.
What you'll do:
• Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
• Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
• Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
• Advises brokers/sellers of any changes to Company's policies or procedures
• Assists brokers/sellers in loan submission process.
• Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
• Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
• Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
• Work, maintain and update contacts in the CRM system.
• Maintain all customer confidential information in accordance with all company policies and all laws.
• Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
• Manages loan pipeline to achieve departmental goals and objectives.
• Provide a high level of customer service to brokers/sellers during the loan process.
What you'll need:
• Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
• Proven ability to set and reach sales goals
• Knowledge of state and federal lending regulations
• Knowledge of FHA, FNMA, FHLMC, VA, USDA and non-agency loan products
• Knowledge of purchase transactions
• Knowledge of Carrington policies, procedures, guidelines and organization structure
• Knowledge of Carrington's underwriting guidelines and investor requirements
• Ability to learn quickly and retain information about Carrington, its sales process flow, its products and the specialty lending industry
• Ability to understand complex problems and to collaborate and explore alternative solutions
• Excellent verbal, written and presentation communications skills
• High school diploma or equivalent required.
• 1 - 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.
• Previous experience selling agency and non-agency loan products preferred.
• Previous experience as a sales representative required, preferably in the mortgage industry.
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonwholesale.com.
What is the value proposition to joining the team?
• Increased earning capacity due to access to our 48 state territory.
• Ability to market faster and more efficiently inside the operation.
• Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is handled in the most efficient manner possible.
• Professional account manager's partner with you and your brokers to add value every step of the way.
• Base pay plus an industry leading commission plan.
• Take over existing accounts.
What We Offer:
• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat
EEO/AAP Employer
California Privacy Notice: https://oag.ca.gov/privacy/ccpa
#LI-TA1 Show more details...
Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of... correspondent loans. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $13.00 to $20.00 / HR + Monthly Incentive plan.
What you'll do:
• Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
• Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
• Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
• Advises brokers/sellers of any changes to Company's policies or procedures
• Assists brokers/sellers in loan submission process.
• Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
• Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
• Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
• Work, maintain and update contacts in the CRM system.
• Maintain all customer confidential information in accordance with all company policies and all laws.
• Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
• Manages loan pipeline to achieve departmental goals and objectives.
• Provide a high level of customer service to brokers/sellers during the loan process.
What you'll need:
• Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
• Proven ability to set and reach sales goals
• Knowledge of state and federal lending regulations
• Knowledge of FHA, FNMA, FHLMC, VA, USDA and non-agency loan products
• Knowledge of purchase transactions
• Knowledge of Carrington policies, procedures, guidelines and organization structure
• Knowledge of Carrington's underwriting guidelines and investor requirements
• Ability to learn quickly and retain information about Carrington, its sales process flow, its products and the specialty lending industry
• Ability to understand complex problems and to collaborate and explore alternative solutions
• Excellent verbal, written and presentation communications skills
• High school diploma or equivalent required.
• 1 - 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.
• Previous experience selling agency and non-agency loan products preferred.
• Previous experience as a sales representative required, preferably in the mortgage industry.
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonwholesale.com.
What is the value proposition to joining the team?
• Increased earning capacity due to access to our 48 state territory.
• Ability to market faster and more efficiently inside the operation.
• Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is handled in the most efficient manner possible.
• Professional account manager's partner with you and your brokers to add value every step of the way.
• Base pay plus an industry leading commission plan.
• Take over existing accounts.
What We Offer:
• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat
EEO/AAP Employer
California Privacy Notice: https://oag.ca.gov/privacy/ccpa
#LI-TA1 Show more details...
via Dutch Tavern
schedule_type: Full-time, Part-time, and Contractorsalary: 61,327–107,662 a year
Legal Counsel – Broker/Dealer and RIAThe qualified candidate will report to the company’s General Counsel. The primary responsibilities of this Corporate Counsel position will revolve around the effective analysis and management of legal matters facing the firm’s duly-registered broker/dealer and RIA. Legal matters will include customer complaints, litigation and arbitration as well as oversight... of the work of outside counsel on such matters.
Legal Counsel – Broker/Dealer and RIAThe qualified candidate will report to the company’s General Counsel. The primary responsibilities of this Corporate Counsel position will revolve around the effective analysis and management of legal matters facing the firm’s duly-registered broker/dealer and RIA. Legal matters will include customer complaints, litigation and arbitration as well as oversight... of the work of outside counsel on such matters. The Corporate Counsel position will also be involved in handling both routine regulatory inquiries as well as complex and involved regulatory matters, including internal fact-gathering exercises, document discovery/identification and management, witness preparation and direct communication with the various regulators. This position will partner with Legal and Compliance teams across the enterprise on all such matters in a collaborative and efficient manner. Duties will also include advising the business on broker-dealer / RIA and other securities law matters including issues affecting, providing day-to-day legal support to our broker/dealer and investment advisory businesses, as well as drafting various legal agreements, disclosures, policies and procedures, and supporting independent financial advisory practices as needed.Principal Duties and Responsibilities: Actively oversee arbitrationsand litigation on behalf of the Firm. Have the ability to identify key aspects of a case, judge the merits of major arbitration/court cases filed against or on behalf of the company, work with the appropriate executive(s) to define strategic defense and recommend continuation or resolution of dispute where warranted.Selection, retention, management, and evaluation of all outside counsel.Draft, manage, and/or review all broker/dealer and RIA legal agreements including vendor agreements, contracts, selling agreements, marketing agreements, advisory agreements, NDAs, consulting agreements, disclosure forms.Work closely with Compliance and Regulatory teams to respond to regulatory inquires and enforcement matters. Provide guidance to executive management regarding industry and Firm related regulatory matters; participate in drafting regulatory filings.Work with management to define and develop corporate policies, procedures and programs and provide continuing counsel and guidance on legal matters and on legal implications of all matters regarding the broker/dealer and RIA, including collaboration with other teams when applicable.Engage in research and drafting of memoranda and presentations for key business initiatives.Manage claims and negotiate favorable application of company’s professional liability insurance arrangements and application to independent contractors and practicesWork with accounting team to inform legal budget and appropriate reserve analysesRegulatory development tracking and implementation.Ideal Education, Skills and Experience:7-10 years relevant experience across comparable in-house positions and/or a major U.S. or international law firm.J.D. from accredited law school, admitted to practice and in good standing with relevant state bar;Ability to handle significant litigation, arbitration and regulatory matters independently.Familiarity with U.S. securities laws, with working knowledge of the ’33 Act and ’34 Act and FINRA rules and regulations.Understanding of independent contractor financial adviser model.Excellent written and oral communication skills and strong organizational skills.Ability to prioritize amongst competing and changing deadlines.Experience with E&O, D&O and Fidelity matters.Experience managing and working alongside other attorneys and supervising support staff in a corporation is required as well as experience with cost effective management of outside legal resources.Founded in 1992, Centaurus is a leading independent broker/dealer and registered investment advisor (RIA) servicing over 600 independent financial advisers in most of the 50 states across the country. Headquartered in Anaheim, CA, with corporate offices in Leesburg, VA, Atlanta, GA and Coeur D’Alene, ID, Centaurus focuses on providing unparalleled service, support, technology, training and education to a broad spectrum of financial advisers in the securities industry.No relocation expense/reimbursement to this area is available.Please provide your resume, availability, contact information and salary requirements. Salary is negotiable and is dependent upon experience.Work Remote: NoNo relocation expense/reimbursement to this area is available.Job Type: Full-timeBenefits:401(k)Dental insuranceHealth insuranceLife insurancePaid time offSchedule:8 hour shiftMonday to FridayAbility to commute/relocate:Anaheim, CA 92806: Reliably commute or planning to relocate before starting work (Preferred)Education:Master's (Preferred)Experience:Legal counsel: 5 years (Required)Work Location: One location
Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 60K–80K a year
Large Group Sales Representative
Warner Pacific – Southern California...
The Large Group Sales Representative is responsible for achieving sales goals through the acquisition of large group customer contracts using effective telesales techniques to engage and support insurance brokers. Under minimal supervision and working alongside assigned Sales Consultants, the Large Group Sales Representatives primary duties may include, but are not limited
Large Group Sales Representative
Warner Pacific – Southern California...
The Large Group Sales Representative is responsible for achieving sales goals through the acquisition of large group customer contracts using effective telesales techniques to engage and support insurance brokers. Under minimal supervision and working alongside assigned Sales Consultants, the Large Group Sales Representatives primary duties may include, but are not limited to: Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Large Group 100+ product lines including medical, dental, life, vision, and disability. Prospect inactive brokers to find new sales opportunities. Provide product and technology training for brokers and brokerage staff. Make outbound sales calls and follow up calls to active brokers and potential brokers. Handle inbound sales calls and product support inquiries written and verbal from brokers. The Large Group Sales Representative makes independent decisions while working with Sales Consultants within underwriting guidelines and procedures relative to new business as well as modifications to existing business for 100+ size employer groups.
Overview of Responsibilities
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
• Explain products or services and prices, and answer questions from customers.
• Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
• Develop and maintain constructive and cooperative working relationships with sales consultants, business owners, and brokers.
• Create and execute a large group strategic plan which will include tactics and milestones to help grow Warner Pacific’s large group sales.
• Provide training and support to brokers as needed.
• Receive initial RFPs and, in conjunction with brokers, evaluate all quoting options and collect missing RFP information.
• Support the Sales Consultant in the strategy conversation with the broker regarding the purpose and intended outcomes of the RFP. Support continued strategy discussions throughout the RFP process to close group.
• Submit completed RFPs to Rating Analysts for quoting.
• Demonstrate solid understanding of market factors, carriers, plans, benefits and guidelines.
• Demonstrate an understanding of alternative funding arrangements such as level-funding and traditional self-funding. Preferred experience in claims evaluation.
• Demonstrate an understanding of PEO arrangements.
• Provide carrier/plan consultative services brokers to assist with new purchasing decisions.
• Conduct timely follow up on issues in progress.
• Make note of potential workflow enhancements and communicate to supervisor for consideration.
• Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Ability to identify and maintain the most efficient process to reach required outcome.
• Other activities as assigned.
Additional Skills and Requirements
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• 3-5 years of large group market health care/medical sales/service experience.
• Valid California life/health insurance license.
• Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques.
• Knowledge of online enrollment and HRIS systems.
• Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Ability to self-start and think/act independently and in concert with co-workers, management and customers.
• Demonstrate critical thinking and strategic mindset competencies with ability to work in complex situations.
• Exceptional interpersonal skills.
• Exceptional written and oral communication, as well as presentation skills.
• Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers.
• Demonstrated ability to effectively negotiate.
• Demonstrated ability to think and act independently, self-driven to work proactively toward sales goals.
• Demonstrated ability to remain calm in pressure situations.
• Demonstrated ability to multi-task effectively.
• Attention to detail a must.
• Ability to come into the Westlake Village, CA, office as needed and have flexibility to travel locally in the Southern CA area as needed.
• Computer literacy with proficiency in the Microsoft Office suite including creating presentations.
• Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.
Compensation
• Salary Range* - $60,000- $80,000 annually, plus commissions.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law Show more details...
Warner Pacific – Southern California...
The Large Group Sales Representative is responsible for achieving sales goals through the acquisition of large group customer contracts using effective telesales techniques to engage and support insurance brokers. Under minimal supervision and working alongside assigned Sales Consultants, the Large Group Sales Representatives primary duties may include, but are not limited to: Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Large Group 100+ product lines including medical, dental, life, vision, and disability. Prospect inactive brokers to find new sales opportunities. Provide product and technology training for brokers and brokerage staff. Make outbound sales calls and follow up calls to active brokers and potential brokers. Handle inbound sales calls and product support inquiries written and verbal from brokers. The Large Group Sales Representative makes independent decisions while working with Sales Consultants within underwriting guidelines and procedures relative to new business as well as modifications to existing business for 100+ size employer groups.
Overview of Responsibilities
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
• Explain products or services and prices, and answer questions from customers.
• Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
• Develop and maintain constructive and cooperative working relationships with sales consultants, business owners, and brokers.
• Create and execute a large group strategic plan which will include tactics and milestones to help grow Warner Pacific’s large group sales.
• Provide training and support to brokers as needed.
• Receive initial RFPs and, in conjunction with brokers, evaluate all quoting options and collect missing RFP information.
• Support the Sales Consultant in the strategy conversation with the broker regarding the purpose and intended outcomes of the RFP. Support continued strategy discussions throughout the RFP process to close group.
• Submit completed RFPs to Rating Analysts for quoting.
• Demonstrate solid understanding of market factors, carriers, plans, benefits and guidelines.
• Demonstrate an understanding of alternative funding arrangements such as level-funding and traditional self-funding. Preferred experience in claims evaluation.
• Demonstrate an understanding of PEO arrangements.
• Provide carrier/plan consultative services brokers to assist with new purchasing decisions.
• Conduct timely follow up on issues in progress.
• Make note of potential workflow enhancements and communicate to supervisor for consideration.
• Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Ability to identify and maintain the most efficient process to reach required outcome.
• Other activities as assigned.
Additional Skills and Requirements
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• 3-5 years of large group market health care/medical sales/service experience.
• Valid California life/health insurance license.
• Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques.
• Knowledge of online enrollment and HRIS systems.
• Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Ability to self-start and think/act independently and in concert with co-workers, management and customers.
• Demonstrate critical thinking and strategic mindset competencies with ability to work in complex situations.
• Exceptional interpersonal skills.
• Exceptional written and oral communication, as well as presentation skills.
• Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers.
• Demonstrated ability to effectively negotiate.
• Demonstrated ability to think and act independently, self-driven to work proactively toward sales goals.
• Demonstrated ability to remain calm in pressure situations.
• Demonstrated ability to multi-task effectively.
• Attention to detail a must.
• Ability to come into the Westlake Village, CA, office as needed and have flexibility to travel locally in the Southern CA area as needed.
• Computer literacy with proficiency in the Microsoft Office suite including creating presentations.
• Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.
Compensation
• Salary Range* - $60,000- $80,000 annually, plus commissions.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law Show more details...
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