2w
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Branch Office Administrator - Weiser, ID
Weiser, Idaho, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, analytical thinking, attention to detail, and client service skills.
MoneyGuide, Salesforce, Microsoft Office
6d
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Branch Office Administrator - Eagle, ID
Eagle, Idaho, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle transactions, use firm software (MoneyGuide, Salesforce, Microsoft Office), and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Customer Success Manager
Middleton, Idaho, United States
$48k/yr RemoteFull Time
Organized, client-focused, tech-comfortable mid-level candidate to onboard clients, provide basic technical support, manage relationships, and identify upsell opportunities.
1mo
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Branch Office Administrator - Eagle, ID
Eagle, Idaho, United States
OnsiteFull Time
Provide client service, manage account actions, perform administrative and operational support, and use firm technology (MoneyGuide, Salesforce, Microsoft Office). Strong attention to detail and communication skills required.
MoneyGuide, Salesforce, Microsoft Office
3w
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Outside Sales Representative Entry-Level
Middleton, Idaho, United States
$65k-$85k/yr FieldFull Time, Contract
Customer-facing sales role meeting local businesses, educating employees on supplemental insurance, enrolling clients, maintaining notes; training and licensing support provided; prior sales experience not required.
3w
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Sales Representative and Field Trainer
Caldwell, Idaho, United States
$80k-$100k/yr FieldFull Time, Contract
1+ YOEMinimum 1 year B2B/client-facing sales experience, strong communication and mentoring skills, dependable and organized, willingness to travel locally, state health license or willingness to obtain (licensing support provided).
CRM
1w
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Sales Representative & Field Trainer — Educators Welcome
Eagle or Middleton
$85k-$105k/yr HybridFull Time, Contract
B2B sales and training role for local territory; must be able to lead meetings, educate employees, mentor new reps, manage client records, and obtain Health & Life insurance license (support provided).