1w
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Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yr RemoteFull Time
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
2w
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Lead Case Manager - CalAIM South Valley
Fresno, California, United States
$28-$30/hr FieldFull Time
3+ YOEBachelor's in social services preferred; minimum 3 years housing-related social services experience; clean driving record; ability to create care plans, coordinate providers, maintain documentation, and advocate for clients.
1w
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Lead Diversion Specialist (52219)
Fresno, California, United States
OnsiteFull Time
2+ YOEManage diversion referrals, ensure data quality and reporting, provide client screening and housing assistance, and maintain documentation; requires 2 years case management experience and strong data/communication skills.
HMIS, Microsoft Word, Microsoft Excel
1mo
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Agency Leadership & Ownership Development Program
Fresno, California, United States
RemoteFull Time
Entrepreneurial mindset, willingness to learn business, leadership, recruiting, client relationship and time-management skills; motivated to build and lead an agency in financial services.
1mo
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Agency Leadership & Ownership Development Program
Fort Worth or Frankfort or Fuquay-Varina or Fresno or Frederick or Franklin or Fort Wayne or Fort Washington or Fort Myers or Fort Mill or Flagstaff or Fargo or Fairbanks
RemoteFull Time
Entrepreneurial mindset, drive for personal growth, strong interpersonal skills, openness to learning, and interest in building and leading a client-facing financial services agency.
1mo
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Customer Service Representative.
Chowchilla, California, United States
$80k-$125k/yr OnsiteFull Time
Provide customer service, handle high-volume inbound/outbound calls, process payments, meet with clients, generate and manage leads, pursue personal lines insurance license, reliable transportation, availability for weekend and extended hours.
1mo
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Customer Service Representative.
Atwater, California, United States
$80k-$125k/yr OnsiteFull Time
Provide customer service, handle high volumes of inbound/outbound calls, process payments, meet potential clients, generate and manage leads, willingness to obtain a personal lines insurance broker license, high school diploma, authorized to work in the US, reliable transportation, weekend availability.
1mo
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Customer Service Representative
Merced, California, United States
$50k-$75k/yr OnsiteFull Time
Provide customer service and sales support for insurance products; handle high-volume inbound and outbound calls; meet with clients, manage and generate leads; HS diploma required; authorized to work in US; willingness to obtain Personal Lines Insurance Broker license; bilingual (Spanish) encouraged; reliable transportation required.
1mo
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Head Premier Sales, West U.S.
Fresno or Greenwood Village or Scottsdale or United States
$215k-$300k/yr OnsiteFull Time
10+ YOE10+ MgmtUniversity degree required (MBA preferred), 10+ years financial services leadership experience, proven experience leading large dispersed sales organizations, expertise in lending/deposits/client acquisition, strong credit and AML knowledge, executive leadership and stakeholder skills.