Service Representative Jobs in Orange, CA

Teamcenter SLM Expert - Service LifeCycle Management with Maximo Integration Part time project-based contract - Remote - USA Green Card or US Citizenship a must Saratech provides engineering solutions to help companies realize better products. The company supplies engineering expertise, services, software, and manufacturing solutions to improve product development experiences. Saratech's engineering team uses the software and tools they sell and support, while following industry best practices and methodologies. Headquartered in Mission Viejo, California, Saratech has sales and technical coverage across the United States. Job Description This project tasks involves expertise with Teamcenter SLM module - creating service plans, tracking physical asset configurations, managing service operations, and analyzing asset performance data to optimize maintenance and improve product uptime throughout its lifecycle; essentially bridging the gap between product design and field service activities by providing a centralized platform for managing service-related information. Key responsibilities of a Teamcenter SLM project might include: Service Plan Development: Creating comprehensive service plans for products, including preventative maintenance schedules, required parts, and service procedures based on product design and field data. Physical Asset Configuration Management: Maintaining accurate information on the physical configuration of assets in the field, including serial numbers, lot numbers, and installed options, to ensure service technicians have the correct information for repairs. Service Data Analysis: Analyzing service data collected from field operations to identify trends, potential issues, and opportunities for product improvement. Service BOM Management: Creating and managing a Service Bill of Materials (SBOM) to identify the specific parts needed for maintenance and repairs on each asset configuration. Collaboration with Engineering Teams: Working closely with product design engineers to incorporate serviceability considerations into new product designs. Training and Support: Providing training to field service technicians on using Teamcenter to access relevant service information for efficient troubleshooting and repairs. Required Skills for a Teamcenter SLM role: Technical Expertise: Strong understanding of PLM (Product Lifecycle Management) concepts, particularly related to service lifecycle management. Strong Expertise with Teamcenter Service LifeCycle Management module - SLM Strong knowledge of integration of SLM with Maximo Teamcenter Knowledge: Proficiency in using Teamcenter software, including its features for managing service plans, physical asset configurations, and service data. Data Analysis Skills: Ability to analyze service data to identify trends and make informed decisions regarding product improvement and maintenance strategies. Part time contract position based on project timing and based on deliverables NOTE TO STAFFING AGENCIES AND RECRUITERS: Saratech does not accept unsolicited resumes from any external agency for the placement of any position. Unsolicited resumes submitted by agencies and received by Saratech will be considered the property of Saratech and may be contacted and engaged with directly by Saratech. Saratech will not pay a placement fee or any other fees to any third-party agency, firm or recruiter who is not specifically retained with a signed fee agreement by Saratech Human Resources to conduct a candidate search. Please do not forward unsolicited resumes to our website or to any Saratech employee. Saratech will not be responsible for any fees associated with unsolicited resumes. EQUAL EMPLOYMENT OPPORTUNITY NOTICE: Paydarfar Industries, Inc. dba Saratech is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, disability, protected veteran status, or any other basis protected by applicable federal, state, or local law.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:30am-4:30pm PST. It may be necessary, given the business need, to work occasional overtime. Our office is located at 2 West Fern Ave, Redlands, 92373. We offer on-the-job training. The hours of the training will be aligned with your schedule. Primary Responsibilities: Manage administrative intake of members Work with hospitals, clinics, facilities and the clinical team to manage requests for services from members and/or providers Process incoming and outgoing referrals, and prior authorizations, including intake, notification and census roles Assist the clinical staff with setting up documents/triage cases for Clinical Coverage Review Handle resolution/inquiries from members and/or providers Work with marketing to identify and implement growth opportunities Other duties as assigned This is high volume, customer service environment. You'll need to be efficient, productive and thorough dealing with our members over the phone. You also must be able to work a flexible schedule that includes evening hours. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18+ yrs of age or older 2+ years of customer service experience in office setting Experience with computers and Windows based programs including MS Word, Excel and Outlook Ability to work full time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:30am-4:30pm PST. It may be necessary, given the business need, to work occasional overtime. Preferred Qualifications: Experience working within the health care Industry and with health care insurance or in a hospital, physician's office or medical clinic setting Bilingual fluency in English and Spanish Experience working in a call center The hourly range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action 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. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED

Job Description The Senior Customer Service Associate is responsible to receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. May train employees in customer service and banking procedures. 2. Approves checks for payment. 3. Examines Customer Service Associates reports of daily transactions for accuracy. 4. Consolidates and balances daily transactions. 5. Ensures supply of money for financial institution's needs based on legal requirements and business demand. 6. May allow customers access to safe deposit boxes, following specified procedures. 7. Monitors and reviews financial institution's security procedures and control access to vault. 8. Counts and records currency and coin in vault. 9. Issues written and oral instructions. 10. Studies and standardizes procedures to improve efficiency of subordinates. 11. Prepares composite reports from individual reports of subordinates. 12. Evaluates needs of potential customers and offers appropriate financial products and services. 13. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 14. Generates new business to assist in meeting establishment profitability goals. 15. May also provide the bank's customers with personalized banking and new accounts services 16. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 17. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 18. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. 19. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. 20. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma or equivalent; and a minimum of five years Customer Service Associate experience, OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved. • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $33,280 - $42,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on September 3, 2025.

Job Description Sales & Client Experience Associate Full-Time | In-Person (Beverly Hills) | Sunday–Thursday About the Role: We’re hiring a Sales & Client Experience Associate to join our growing team at Jack Weir & Sons, a family-owned luxury fine jewelry company. This role is perfect for someone who is adaptable, organized, and thrives in a client-facing environment. You’ll work closely with the Head of Sales and support all aspects of the sales cycle—from lead response and client outreach to virtual appointments and post-sale logistics. This is an opportunity to grow into a high-level sales professional, learning from one of the top performers in the business while delivering a world-class experience to our customers. Responsibilities Sales & Client Communication Respond to all inbound inquiries across email, chat, social, and phone within 30 minutes during business hours Conduct virtual and in-person appointments with prospective clients Manage ongoing outreach to existing clients via email and phone calls Assist in weekly live sales events, handling client follow-up and questions Customer Service & Fulfillment Coordinate with the admin and fulfillment team for resizing, repairs, shipments, and custom orders Serve as a liaison for post-sale care and logistics inquiries Track and update deal progress, client preferences, and communication logs in HubSpot CRM Cross-Functional Collaboration Work closely with the marketing team to respond to warm leads and assist in closing opportunities Partner with the sales lead to refine client outreach strategies and track deal performance Participate in local and national pop-ups/retail shows as needed (occasional travel required) What We’re Looking For Warm, articulate, and professional communicator Highly adaptable, organized, and detail-oriented Strong follow-through and a natural ability to prioritize Client-first mindset with emotional intelligence No CRM experience required—but you must be eager to learn quickly and take initiative Work Schedule Sunday through Thursday, in-person at our Beverly Hills showroom Occasional weekend travel required for retail events Key Objectives Deliver an exceptional client experience across every touchpoint Help drive deal flow by nurturing leads, following up consistently, and managing logistics KPIs Lead Response Time: Under 30 minutes during business hours Follow-Up Completion: 100% of open deals followed up weekly Client Engagement Rate: 25%+ of past clients re-engaged quarterly Appointment Close Rate: 40%+ conversion from appointments to active deals Sales Contribution: Assist in hitting monthly/quarterly sales targets Resolution Time for Service Requests: Team Values Growth-Oriented Accountability Team Collaboration Fun Integrity Analytical Thinking

*WHY JOIN TAXRISE?* At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. *ABOUT THE ROLE* The Customer Service Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively. In this fast-paced role, your ability to understand client challenges and deliver solutions will be essential to their success and satisfaction. _We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!_ *HOW YOU'LL BE REWARDED* At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals. * *Base pay*: $20.00 - $22.00 per hour (full-time, 40 hours per week) * *Monthly Bonus: *Average bonus potential of $500 - $1,000 Our competitive compensation reflects the importance of your role in shaping our clients' experiences. We value excellence, and your contributions are recognized every day. *WHAT YOU'LL DO* *_Client Communication:_* * Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly. * Contact clients via phone and email to gather required documents and clarify documentation needs. * Respond to client emails and text messages—and assist in live chat when needed—ensuring all interactions are addressed within company service level agreements. * Utilize our ticketing system within the CRM to track open and unanswered emails and text messages. Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction. * Handle all client interactions with professionalism, courtesy, and empathy—knowing when to escalate issues to the appropriate department. * Provide clear instructions and guidance to clients on required documentation. * Problem-solving skills to address client concerns regarding documentation requirements. *_Document Collection & Review:_* * Request and gather required tax-related documents from clients via email, phone, or online portals. * Review submitted documents for accuracy and completeness, ensuring compliance with internal standards. * Identify missing or incomplete information and follow up with clients promptly. *_CRM Management & Administrative Support:_* * Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM). * Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress. * Collaborate with colleagues, support staff, and managers to deliver a seamless client experience. * Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives. *WHAT YOU'LL NEED TO HAVE* * Previous experience in a client care or customer service role—experience in the tax resolution industry is a plus. * Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus). * Excellent written and verbal communication skills with professional phone etiquette. * Proficiency in using CRM systems or document management tools * A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care. * Knowledge of tax relief processes is a plus, though training will be provided. *WHAT WE OFFER* We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: * Medical, Dental, and Vision Insurance (starting after 60 days) * Paid Time Off (Vacation, Sick Days, Company Holidays) * Wellness Days to recharge when you need it most * 401(k) retirement plan with company match * Professional Development Program to support your growth * Access to our on-site gym and gaming lounge * Catered team lunches every Friday * Fun and energizing quarterly company outings *ABOUT US* At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. *OUR COMMITMENT* At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. Job Type: Full-time Pay: $20.00 - $22.00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Physical Setting: * Call center * Office Schedule: * Day shift * Monday to Friday Work Location: In person

Take advantage of an opportunity to be trained as an insurance sales agent and or a field trainer of sales agents. Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages. Residual income, stock opportunities, & tax advantages available. Full-time traveler friendly! Company provided: • - Paid training program • - State & Federal Licenses • - Part or Full time Flex options • - Commissions and Bonus Based Compensation Entry level supplamental income or possible career change New career path in one of the largest most SECURE industries in the country! APPLY NOW: This sales opportunity can be fully remote to work from home. Great for the stay-at-home career seeker who is desiring to gain experience in entrepreneurship & independent contractor work. More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by partnered companies. (Fingerprints required in some states). No sales quotas enforced. Weekly extensive training provided & recommended via Zoom. The desired candidate is required to learn: - sales strategies - networking - recruiting - Online prospecting - overcoming objections - presentations - Field training - Developing/replicating systems - Use of Zoom Cloud Meetings - Client Relationships The desired candidate can obtain the following skills: • Excellent written and verbal communication skills • Strong customer service skills • Thrive in a flexible environment • Entrepreneurial Mindset • Strong leadership and decision-making skills • Ability to develop, manage and drive growth • Goal Oriented Requirements: * Must be 18+ (This is a FEDERAL REQUIREMENT) * Must pass a criminal background check (No Felonies) * Must have access to reliable wifi * Must have access to Zoom Cloud Meetings * Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available * Self Disciplined * Trustworthy 1099 Independent Sales Contractor 100% commission paid position.

Opportunities are available for talented Psychic and Tarot readers on an elite Telephone Psychic Network 1-800 line. Customers are provided great readers that have undergone our evaluation successfully. This is a good line because customers come first and readers are regarded well too. Many wonderful staff incentives include holiday bonus, yearly pay increases, and so much more. This is an opportunity to render services from the comfort of your own place.

JOB TITLE: Structures Representative Construction Management Every day at CMTS, we undertake impactful infrastructure projects that positively impact lives and communities. CMTS has an extensive 35-year industry experience, which ensures a strong foundation for ongoing success. Our company values employees by fostering a culture of learning, personal development, and well-being. We prioritize work-life balance and ethical business practices and engage with our community through employee-driven initiatives. Join us on our journey of growth and success! We are currently seeking a highly motivated Structures Representative Construction Management located in Los Angeles, CA. Required Education: BS in Civil Engineer, Structural Engineer, Construction Management, or other engineering degree from an accredited university. Required Certifications/Licenses: California PE required. Required Qualifications: In order to become a candidate, you must possess these skills and abilities California Department of Transportation experience required. Minimum of 5 years experience in providing construction oversight and inspection with experience as a Structure Representative on California highway projects. Ability to provide construction management and inspection services for complex public works projects. Experience in providing support to public agencies on major infrastructure projects including bridges, on and off ramps, highways, freeways, retaining walls, soundwalls, and roadway and street improvements. Knowledge of the intricacies involved in each individual project from inception to close-out. Ability to coordinate with public agencies, utilities, railroad entities, state environmental and regulatory agencies. Understanding of the construction and/or reconstruction of bridge hinges. Experience in implementing full freeway closures. Ability to prepare independent structure analysis reports for formwork, falsework, and other temporary structures. Experience in providing structures inspections. Ability to work closely within the functional units at Caltrans, including environmental, roadway, traffic, electrical, and public relations, to ensure that the specific needs of each unit are met. Ability to promptly resolve field issues to meet all project milestones. Familiarity with nesting bat and nesting bird habitat protection and mitigation strategies resulting in implementation of protection efforts during construction to eliminate/reduce impacts to schedule. Deep understanding of forming/pouring of various foundation types, including CIDH pile foundations, spread footing foundations, grade beams, and moment slab sections. Deep understanding of roadway work involving JPCP, lean concrete base, aggregate base, and hot mix asphalt. Deep understanding of installation of drainage systems, electrical and communications work, including modifications to lighting poles and fiber optics, and implementation of temporary traffic control involving temporary restriping. Experience with Microsoft Office (Word, Excel) required. Preferred Qualifications: City of LA experience (preferred) Responsibilities: The primary duties of the Structure Representative are technical oversight and contract administration of structural projects elements including: Planning and scheduling coordination of construction inspections and quality assurance inspections of bridge and transportation structure work on the project, including foundations, substructure and superstructure coordination with contractor, interfacing with inspectors, surveyors and materials testers as well as documentation of the project progress and payment. Responsible for maintaining accurate daily record of construction site activity and produces required reports on progress, safety, quality, schedule, and budget status. Coordinates with others for documentation for contractor progress pay estimates. Reviews and/or prepares calculations to support the technical aspects of the structure work including temporary shoring, temporary supports, falsework, existing structures (bridges, walls, etc.) removal / demolition and quantities. Salary: $140,000 - $230,000 annually Bonus Pay: A bonus may be granted to employees depending on individual performance, employee utilization, attendance, tenure, and furtherance of other non-financial corporate goals; bonus opportunities are available at managements discretion. Apply: **************************** CMTS LLC offers 100% company-paid medical, dental, vision, 401k, life, and long-term disability insurance coverage for employees. CMTS, LLC is an Equal Opportunity Employer that does not discriminate based on actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, pregnancy, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state, or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

Job Description The eCommerce and Payments Representative will assume, but not be limited to, the following responsibilities: Performs all Fedline functions, including member and credit union-initiated wire transfers, return item receipt, ACH processing, cash orders, and FRB adjustments. Reviews the mobile checks through Ensenta, extending holds on checks when warranted. Creates the cash letters to submit checks received through MVI. Answers member calls and resolves Bill Pay member inquiries or concerns. Processes payroll deduction forms received from different entities, including payroll deduction error resolution. Processes ATM and Visa card disputes as well as ATM fraud. Follows up with the member for any additional documentation needed. Completes the quarterly Visa Certification report. Processes all fraud alerts received to mitigate losses daily. The successful candidate will possess the following education, knowledge and skillsets: High school diploma, GED or equivalent One to three years of relevant work experience in a financial institution Detail oriented and accurate We provide competitive compensation and benefits package that includes: Health, dental, and vision plans 401(k) plan Life insurance Paid Time Off (PTO) Plan Paid holidays EOE Job Posted by ApplicantPro

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ open for CareMore Sales Extender located in Upland, CA with a competitive hourly rate. After reviewing your resume posted on an online job board, I believe your education and skill set could be a good fit for this particular opportunity. Please review the highlights of the position below and if this is of interest to you, please call me directly at ************ to discuss the particulars. If this role is not of interest to you, please respond with a short overview of the types of opportunities that you feel best reflect your education, experience and career path. Job Description Job Title : CareMore Sales Extender Client Location : 141 W Foothill Boulevard, Upland CA 91786 Contract Duration : 12+ Months contract (possibility of extension based on performance) Work Timings : M-F 40 hours per week - Must have flexible schedule due to evening and weekend work. Pay rate : $ 18.56/hr Responsible for collaborating with Sales and Business Development Teams to generate leads from community events, expos, and sales camps held at a variety of locations including pharmacies, provider offices, senior centers, food banks, discount stores and other retail locations. MAJOR JOB DUTIES AND RESPONSIBILITIES: Primary duties may include, but are not limited to: Represents CareMore at community/company-sponsored events. Facilitates onsite enrollments at events and assists at sales meetings. Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods. Develops good working relationships with internal constituents. Qualifications EDUCATION/EXPERIENCE : Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background. AA or BA/BS preferred. Current Life and Disability agent license preferred. Medicare Advantage Products experience preferred. Bilingual (English/Spanish) preferred. Additional Information Looking for Bilingual (English/Spanish) candidates who have experience in Sales background & administration with Current Life and Disability agent license. If you are interested feel free to reach Priti Kumari at ************ or send me the updated resume on pritik@mindlance(dot)com

The Client Engagement Specialist provides face-to-face services to clients who are involved with state, county, and city entities (e.g., probation, courts), engages with clients, and determine which Substance Use Disorder services are most appropriate for individuals based on an ASAM brief triage screening. Requirements: must be a registered or certified counselor with RADT/CADC/CATC or have a Masters in Social Work or Marriage & Family Therapy.

The Customer Success Consultant for WaveMark at Cardinal Health plays a crucial role in enhancing customer experience by providing professional advisement for clinical and supply chain workflows. This position focuses on demonstrating the value of the WaveMark solution, supporting the adoption of best practices, and building strong relationships with key stakeholders. The consultant is responsible for executing strategic plans for accounts, ensuring that all departments utilize the WaveMark portfolio effectively to improve patient safety, staff efficiency, and financial performance. **Responsibilities** + Support the strategic direction of WaveMark and provide leadership to the Customer Success organization. + Communicate effectively with customers and Customer Success teams to maximize value creation and outcomes at each stage of the customer journey. + Cultivate expertise in all aspects of the WaveMark solution, including core functionality and new features. + Cultivate relationships with new and established customers to ensure a successful customer experience. + Complete site visits and virtual check-ins with each customer, focusing on account-specific strategic plans and broader WaveMark initiatives. + Field escalated customer concerns, ensuring they are fully addressed while balancing the needs of the customer, team, and business. + Participate in product development initiatives, including new product design and documentation review. + Communicate the impact of new releases and system updates to local clinical staff and Super Users. + Build and deliver Strategic Business Reviews (SBRs) to key stakeholders to demonstrate achievement of customer goals. + Ensure all account-level meetings and conversations are documented in SalesForce. + Collaborate with the Commercial team to support pre-sale activities and customer relationship-building. + Work in a cross-functional team to ensure successful installation and adoption of the WaveMark solution. + Travel to work with customers during project planning, implementation, and go-live as needed. **Qualifications** + Bachelor's degree in a related field or equivalent work experience preferred + Prior experience in a customer success or service role preferred + Strong problem-solving and analytical skills + Knowledge and/or experience in Supply Chain, IT, or a Clinical field + Strong written and verbal communication skills to all levels of an organization. + Computer proficiency in Microsoft Office products (Access, Excel, Outlook, PowerPoint, Word). + Experience working in large organizations, such as hospital integrated delivery networks or enterprises, is ideal. + Must be able to lift up to 50 pounds and be comfortable standing/walking for the majority of the workday. + Ability to travel up to 50% of the time to national accounts with overnight stay. + Customer/Vendor credentialing is required (this may include vaccinations). More details will be provided if you are selected for an interview **Anticipated pay range:** $104,200 - $135,000 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 08/06/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

📍 NOT a Remote Role - Must Be Located in Southern California If you're bubbly, upbeat, and love talking on the phone - we're saving a seat for you! Guardian Tax is looking for a Client Onboarding Specialist to join our fun and energetic team in Irvine, CA. You'll be the first friendly voice that welcomes our new clients and helps them feel confident and supported right from the start. ⚠️ This is a full-time, in-office position. ⚠️ If you're not currently living in Southern California or planning to move here soon, this role isn't a match. What You'll Actually Be Doing: Calling new clients to say hi, welcome them, and walk them through their next steps Taking live transferred calls from our sales reps and making sure nothing gets lost in translation Updating and confirming client info in our CRM system (we use Logic - it's pretty simple!) Answering quick, easy questions with confidence and a warm, helpful attitude Basically just making sure each client feels like they're in great hands from the start What We're Looking For: Experience in customer service, receptionist work, or any phone-heavy role A cheerful, upbeat personality - we love a good laugh and good attitude Comfort using G Suite, Microsoft Office, and CRM tools (no need to be a tech wizard) Solid attention to detail - you double-check your work without being asked Someone who's easy to work with, communicates clearly, and likes being part of a team Why People Like Working Here: 🎶 We play music in the office - none of that awkward silent cubicle vibe 🎉 The energy here is supportive, a little goofy, and genuinely fun 🕗 Monday to Friday, 8 AM-5 PM - enjoy your evenings and weekends 💪 Free gym membership, because health is wealth 🦷 Benefits? Yep - medical, dental, vision + performance bonuses 📈 And we promote from within - if you show up and do great work, we notice Not Remote. Not Boring. Just a Really Good Place to Work. Let's be clear: this isn't a remote position. And honestly, that's part of what makes it awesome. If you're tired of Zoom fatigue, miss laughing with coworkers IRL, and want to show up somewhere that actually feels good to be at - this might be the spot for you.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role will report in the office on a hybrid schedule. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job DescriptionBenefits: Stipend 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at The Fadil Group of Northwestern Mutual! As one of the fastest-growing firms in the country, we excel in every measurable category within the Northwestern Mutual system, from investment management and insurance planning to new advisor productivity and college marketing. Managing approximately $5 billion in assets and generating an average of $20 million in insurance production annually, The Fadil Group proudly supports impactful causes like Alexs Lemonade Stand and Team NEGU, which fund pediatric cancer research and provide family support. With a new scratch office opening in Seal Beach, youll have a unique opportunity to be part of our exciting expansion, helping establish a foundational, inclusive success culture in a brand-new location. Alternatively, you could join our dynamic and welcoming district office in Irvine, where we support each team members growth and leadership development. The Irvine District Office is located at 18575 Jamboree Road, Suite 200, Irvine, CA 92612. Why Current and Former Athletes Thrive at The Fadil Group: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. At The Fadil Group, this goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at The Fadil Group, where their sports background becomes a cornerstone of their professional success. Meet Some of Our Local Leaders Who Have Achieved Great Success in Athletics: Steven Anderson, Financial Advisor: How long with NM? 3 years. Previous job/career/business experience? Former UCLA football player, prio work in the transportation industry. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director). Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks. Chloe Wight, Director of Training and Development: How long with NM? 2.5 years in total. Previous job/career/business experience? Started in an elite advisor position focusing on production and team development. Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting. Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles. Enjoys yoga, pickleball, and has a background in Med-Device sales. Originally from Santa Monica, CA. Meet Alex Fadil, Managing Director: Alex has been with Northwestern Mutual for 13 years, starting as a college intern. Known for his collaborative and inclusive leadership style, Alex is committed to fostering a supportive and growth-oriented environment for his team. He has served on numerous boards through his alma mater, USC, including the LA regional board, Board of Governors, and Young Alumni Council. Outside of work, Alex is passionate about spending time with his wife and daughter, enjoying beach outings, and dining at local restaurants. He is also involved with UNICEF NextGen and has served on their LA Advisory Board for two years. Under Alexs leadership, the office has seen significant financial growth and success, managing over $5 billion in assets and driving approximately $20 million in insurance production annually. 1st Year Potential with The Fadil Group: Top Quartile: Over $200K in the first year. Top Decile: Over $300K in the first year. Best Performance: $362K last year. Long-Term Earnings Potential: 5+ Years with Firm: Average advisor earns $600K annually. Top Quartile: $1.2M annually. Top Decile: Over $3M annually. Key Responsibilities: As a Client Specialist, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: At The Fadil Group, you will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We Our lucrative compensation structure includes performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Additionally, we offer a first year stipend, ensuring new advisor an income for putting in the work and meeting the positions requirements. This is a Hybrid position. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Global Fortune 500 packaging manufacturer has an immediate opening for a Seamer Service Technician in the North American Beverage Division. This individual is a key member of the Technical Services Team who supports various customer-filling operations. Position accountabilities include the following: Act as the key interface between the Company and the customer in trouble-shooting problems associated with the Company's final product and the customer's filling processes. Support the customer in areas such as equipment audits, rework of the final filled products, overhauls and equipment conversion. Interact with other members of the Company's Sales Team to develop strategies, resolve problems and implement solutions to support the customer. Provide double-seaming training for customers. Requirements for this position would include the following: High school diploma or equivalent required. Associate degrees or technical school certificate in a mechanical related discipline a plus Working knowledge of Beverage Can Seamers (specifically Angelus, Pneumatic Scale and Continental) Working knowledge of Beverage Fillers Equipment (Crown, H&K, Cemco, etc.). Proven mechanical skills including the ability to use gauges, dial calipers, micrometers and other related instruments. Strong PC skills including a working knowledge of Microsoft Office (Word, Excel, Access, Outlook and Power Point) Effective communication skills, both verbal and written as well as proven presentation skills. Ability to clearly and effectively interact with customers on a variety of levels. Ability to identify a final packaged product that is not working or defective, troubleshoot the potential causes, and incorporate a solution for effectively resolving the problem. Ability to work overtime during the week and week-ends based on customer needs. Ability to travel (car and/or plane) up to 70% of the time. This will include some international travel to Canada

Help clients save money by working from home as a licensed agent in life insurance, mortgage loans, & investments. No door knocking, no cold calling, no soliciting friends family or strangers. Agents work with referrals coming to them. This sales opportunity can be fully remote. Great for the stay-at-home career seeker who is desiring to gain experience in entrepreneurship & independent contractor work. More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by partnered companies. (Fingerprints required in some states). This is an opportunity to be trained to be an insurance sales agent and or a field trainer of sales agents. Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages. No sales quotas enforced. Weekly extensive training provided & recommended via Zoom. The desired candidate is required to learn: - sales strategies - networking - recruiting - Online prospecting - overcoming objections - presentations - Field training - Developing/replicating systems - Use of Zoom Cloud Meetings - Client Relationships The desired candidate can obtain the following skills: • Excellent written and verbal communication skills • Strong customer service skills • Thrive in a flexible environment • Entrepreneurial Mindset • Strong leadership and decision-making skills • Ability to develop, manage and drive growth • Goal Oriented Requirements: * Must be 18+ (This is a FEDERAL REQUIREMENT) * Must pass a criminal background check (No Felonies) * Must have access to reliable wifi * Must have access to Zoom Cloud Meetings * Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available * Self Disciplined * Trustworthy Company provided: • - Paid training program • - State & Federal Licenses • - Part or Full time Flex options • - Commissions and Bonus Based Compensation Residual income, stock opportunities, & tax advantages available. 1099 Independent Sales Contractor 100% commission paid position.

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ open for CareMore Sales Extender located in Victorville, CA with a competitive hourly rate. After reviewing your resume posted on an online job board, I believe your education and skill set could be a good fit for this particular opportunity. Please review the highlights of the position below and if this is of interest to you, please call me directly at ************ to discuss the particulars. If this role is not of interest to you, please respond with a short overview of the types of opportunities that you feel best reflect your education, experience and career path. Job Description Job Title : CareMore Sales Extender Client Location : 12441 Hesperia Rd. Suite A5 and A6, Victorville CA 92395 Contract Duration : 12+ Months contract (possibility of extension based on performance) Work Timings : M-F 40 hours per week - Must have flexible schedule due to evening and weekend work. Pay rate : $17.76/hr Responsible for collaborating with Sales and Business Development Teams to generate leads from community events, expos, and sales camps held at a variety of locations including pharmacies, provider offices, senior centers, food banks, discount stores and other retail locations. MAJOR JOB DUTIES AND RESPONSIBILITIES: Primary duties may include, but are not limited to: Represents CareMore at community/company-sponsored events. Facilitates onsite enrollments at events and assists at sales meetings. Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods. Develops good working relationships with internal constituents. Qualifications EDUCATION/EXPERIENCE : Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background. AA or BA/BS preferred. Current Life and Disability agent license preferred. Medicare Advantage Products experience preferred. Bilingual (English/Spanish) preferred. Additional Information Looking for Bilingual (English/Spanish) candidates who have experience in Sales background & administration with Current Life and Disability agent license. If you are interested feel free to reach Priti Kumari at ************ or send me the updated resume on pritik@mindlance(dot)com

Benefits: Stipend 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at The Fadil Group of Northwestern Mutual! As one of the fastest-growing firms in the country, we excel in every measurable category within the Northwestern Mutual system, from investment management and insurance planning to new advisor productivity and college marketing. Managing approximately $5 billion in assets and generating an average of $20 million in insurance production annually, The Fadil Group proudly supports impactful causes like Alex's Lemonade Stand and Team NEGU, which fund pediatric cancer research and provide family support. With a new scratch office opening in Seal Beach, you'll have a unique opportunity to be part of our exciting expansion, helping establish a foundational, inclusive success culture in a brand-new location. Alternatively, you could join our dynamic and welcoming district office in Irvine, where we support each team member's growth and leadership development. The Irvine District Office is located at 18575 Jamboree Road, Suite 200, Irvine, CA 92612. Why Current and Former Athletes Thrive at The Fadil Group: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here's why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. At The Fadil Group, this goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at The Fadil Group, where their sports background becomes a cornerstone of their professional success. Meet Some of Our Local Leaders Who Have Achieved Great Success in Athletics: Steven Anderson, Financial Advisor: How long with NM? 3 years. Previous job/career/business experience? Former UCLA football player, prio work in the transportation industry. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director). Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks. Chloe Wight, Director of Training and Development: How long with NM? 2.5 years in total. Previous job/career/business experience? Started in an elite advisor position focusing on production and team development. Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting. Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles. Enjoys yoga, pickleball, and has a background in Med-Device sales. Originally from Santa Monica, CA. Meet Alex Fadil, Managing Director: Alex has been with Northwestern Mutual for 13 years, starting as a college intern. Known for his collaborative and inclusive leadership style, Alex is committed to fostering a supportive and growth-oriented environment for his team. He has served on numerous boards through his alma mater, USC, including the LA regional board, Board of Governors, and Young Alumni Council. Outside of work, Alex is passionate about spending time with his wife and daughter, enjoying beach outings, and dining at local restaurants. He is also involved with UNICEF NextGen and has served on their LA Advisory Board for two years. Under Alex's leadership, the office has seen significant financial growth and success, managing over $5 billion in assets and driving approximately $20 million in insurance production annually. 1st Year Potential with The Fadil Group: Top Quartile: Over $200K in the first year. Top Decile: Over $300K in the first year. Best Performance: $362K last year. Long-Term Earnings Potential: 5+ Years with Firm: Average advisor earns $600K annually. Top Quartile: $1.2M annually. Top Decile: Over $3M annually. Key Responsibilities: As a Client Specialist, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: At The Fadil Group, you will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We Our lucrative compensation structure includes performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Additionally, we offer a first year stipend, ensuring new advisor an income for putting in the work and meeting the position's requirements. This is a Hybrid position. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. Compensation: $122,700.00 - $194,200.00 per year