- Vertafore (CA)
- …but are not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore ... a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that… more
- JPMorgan Chase (Los Angeles, CA)
- …& estates, basic individual tax rules (both transfer and income taxes), insurance , long-term care, philanthropy, college savings, retirement, and cash flow planning. ... will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order to help… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …group of clients, with a strong emphasis on relationship-building, integrity, and long-term success . With over 15 years of experience in the advisory space, the team ... growth. + Work in a firm that prioritizes people, relationships, and long-term success . + Enjoy a dynamic role with variety, responsibility, and the opportunity to… more
- The Hartford (Walnut Creek, CA)
- …- KR07HE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every ... Risk Engineering solutions and partnership with the policyholder, agent, and broker . .Conduct Energy client onsite and virtual survey and service assessments… more
- Anywhere Real Estate (San Jose, CA)
- …**Key Responsibilities:** * Partner Management - Support ownerships of broker -owner relationships, input, and questions from Anywhere franchisees during the ... post-launch and develop a programmatic approach for ongoing partner success . * Company Financial Planning: Support the build of...Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance +… more
- Trustmark (Sacramento, CA)
- …the role** **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance , FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care… more
- CH Robinson (Long Beach, CA)
- …urgency. Our dynamic and comprehensive training program will set you up for success . You will participate in a mix of group activities, self-guided learning, plus ... the Customs Regulations, specifically 19 CFR 111.53(e), a Customs Broker is required to receive written approval from US...+ Dental and Vision + Basic and Supplemental Life Insurance + Short-Term and Long-Term Disability + Paid and… more
- Evolent (Sacramento, CA)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... logs, and JIRA. + Participate in QA and UAT, ensuring readiness and success for every deployment. + Identify and implement process improvements, contributing to… more
- Aston Carter (Valencia, CA)
- …operations. Certifications such as Certified Export Specialist (CES) or Licensed Customs Broker are advantageous but not mandatory. Key Attributes of Success : ... * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …professional development and are empowered to contribute meaningfully to the firm's success . Excited about this opportunity? Apply today and send your resume via ... preferably in financial services or wealth management. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong written… more