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US OR Bend |
Sales Territory Manager-Earn $75,000+ |
ABS | 7/30 | |
| Details:At ABS, we have a unique value proposition. Whether you are a highly motivated business owner changing directions or a sales professional seeking a new opportunity, ABS can help you prosper by offering a significant positive impact on business owners and their companies.Job DescriptionAt ABS, everyone prospers!ABS is currently seeking passionate, positive, driven professionals to sell Survey Analysis Agreements to small & medium size company business owners, presidents and CEO’s. You will hold a pivotal role in helping people achieve their dreams. Responsibilities: Preparing for appointments received from assistant the day prior--all travel is local and within a 50 mile radius of your home Directing 3-4 sales appointments daily with owners of small to medium sized businesses with the goal of marketing and securing Business Analysts a Survey Agreement. Conducting our innovative hybrid approach to qualifying potential business for new sales leads in between appointments and during networking opportunities Contacting Business Coordinator with feedback from appointments and sharing new business lead opportunities. Reviewing the day’s successes and challenges with your Sales Manager, gaining sales support as appropriate-- all administrative support people have a vested interest in your success Requirements: At least three years of business ownership experience and/or three years of face-to-face direct sales experience You MUST possess the following background/characteristics: High school diploma or equivalent, college business coursework preferred Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Outgoing personality with expertise at developing relationships, particularly with business owners, presidents and CEO’s Good communicator—excellent listening skills and ability to undercover the real “pain" a client might be experiencing Ability to begin work immediately We Offer a Fantastic Benefits and Compensation Program $75,000 realistic first year commissions Potential to earn 6 figure commissions Medical/Dental/Vision/Life/401(k) Comprehensive new hire and ongoing training and development Protected territory and pre-set appointments To Schedule An InterviewCall Ms. Slywka at 877-269-0825 Or Forward Resume Equal Opportunity Employer | ||||
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US Regional Northwest |
Retail Grocery Store Openings |
Alaska Commercial Company | 7/30 | |
| Details:Alaska Commercial Company is Alaska's largest rural retailer. Providing groceries and general merchandise through our AC Value Center Stores. AC has become the retail employer of choice in rural Alaska. Currently Recruiting for: Meat Cutters/ Department Managers Bakery/Deli Department Managers Small Store Management Couples/Teams Position and Description:Alaska Commercial Company is seeking individuals experienced in retail grocery store operations. The current open positions are for a Meat Department Manager Trainee in our Kotzebue and Bethel Stores, Bakery/Deli Department Manager Trainee in our Barrow Store and small store couples/teams for our management training program. | ||||
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US Nationwide |
Client Solutions Group Director / Indianapolis, IN |
Gannett Co., Inc. | 7/30 | |
| Details:This position is located in Indianapolis, Indiana and relocation to this area qould be required.We are seeking a Client Solutions Group Director in Indianapolis, IN. This position is responsible for advertising share growth from high potential segment and individual business targets. This individual will work within and lead a specialized media agency-styled unit that delivers high customer value and return; sales and creative solutions utilizing the company’s multi-media product line. Responsibilities include meeting face-to-face with current and potential advertising clients to develop innovative ideas and marketing opportunities. In addition to working collaboratively with local key accounts sales managers and advertising directors to identify top prospects, this individual also collaborates with other regional directors to create best practices across the company, while working closely with the Group President on regional priorities and goals | ||||
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US OR Prineville |
Assistant Store Manager |
Rite Aid Corporation | 7/30 | |
| Details:SUMMARYThe primary purposes of this position are to assist the Store Manager and/or Co-Manager with the operation of the retail store, to maximize profit and loss (P&L) performance by executing company policies and procedures, and to provide superior customer service. The incumbent is required to perform all tasks in a safe manner consistent with corporate policies and applicable laws. ESSENTIAL DUTIES AND RESPONSIBILITIESThe associate may be responsible for all or some of the functions below, in addition to other duties as assigned:Assist the Store Manager with the operation of the retail store including lead associates through the execution of company business plans/objectives to drive sales, be profitable and provide a superior customer and associate experience.Enforce all policies and procedures to ensure excellent customer service is provided and to maximize the P&L performance of the store.Assist with the general maintenance and appearance of the store by ensuring a safe and pleasing environment for both customers and associates; request store maintenance when required.Ensure the store opens and closes at the appropriate time and the proper procedures are followed for cash transactions and bank deposits.Interact with vendors to order ad, seasonal, and basic merchandise and ice cream (where applicable) for the store.Merchandise the seasonal aisle and non-seasonal, basic, and seasonal end-caps; ensure all merchandise is set up according to plan-o-grams received from the corporate office.Execute weekly sales ads and price changes; process recalled, damaged, outdated, and transferred merchandise.Receive merchandise deliveries from vendors and Rite Aid distribution centers; verify vendor invoice information is accurate and enter vendor invoices into the accounts payable system.Prepare the retail store for physical inventory by ensuring merchandise on the sales floor and in the stock room is in order and easy to access.Analyze operating reports and make recommendations for improvement.Utilize Staffworks® /Workforce Management software to complete the associate work schedule.Remain knowledgeable of the One-Hour Photo department and film processing, if applicable.Assist the Pharmacy department when there is a high volume of customers.Provide leadership and development for associates by communicating career opportunities, providing regular performance feedback, and demonstrating RAPTAR (Recognition, Appreciation, Praise, Treat Associates Respectfully) behaviors.Manage the adherence to all regulatory and compliance legislation and policies.Ensure that all outdated product and product with less than 30 days until expiration is removed from the sales floor to be processed through the established returns process.SUPERVISORY RESPONSIBILITIESThis position may involve managing tasks and supervising other store associates in accordance with Rite Aid policies and applicable laws. Responsibilities may include interviewing, hiring, training, directing, rewarding, and disciplining associates; appraising associate performance; and resolving complaints. The following qualities are required: In accordance with state law, candidates must satisfy minimum age requirements to sell and/or supervise the sale of alcohol and/or tobacco products. Education and/or ExperienceAt least two (2) years of experience in retail, food service, restaurant or customer service industry, preferably at a supervisor level, and/or a two (2) year college degree. | ||||
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US OR Bend |
Sales Rep - Bend, OR |
Assisted Living Concepts | 7/30 | |
| Details:Outside Marketing Sales Healthcare Sales, medical equipment, skilled nursing, hospice, home health, senior living A comfortable home for older adults and the perfect home for your career – that’s what you’ll find at Assisted Living Concepts www.alcco.com. Sales Rep Awbrey Assisted Living Residence in Bend, Oregon Primary duties include: Outside marketing to generate referrals and give tours Proactively build sales pipeline to achieve monthly sales goals Identify needs and provide solutions for families Network, build and maintain outside referral sources High degree of customer service and follow up skills. High degree of energy and drive to be the best. We offer a competitive base salary, bonus incentives and terrific benefits including health, dental, vision, life insurance, 401k, PTO time off. No Phone Calls or Contract Recruiters Please | ||||
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US Regional Northwest |
CDL Truck Driver |
CR England, Inc. | $40,000 - $75,000/Year | 7/30 |
| Details:Increase the size of your paycheck! C.R. England Truck Driving Jobs Hiring Now! Is your career in a slump? Are you ready to get on the fast track? Get started today in a new career as a Truck Driver! C.R. England, Inc. is NOW HIRING NATIONWIDE for over-the-road truck drivers to keep our company ranked #1 in the trucking industry! C.R. England is currently hiring individuals with no truck driver experience, experienced truck drivers and graduates from other truck driving schools. C. R. England, Inc. is the nation’s largest refrigerated carrier and has been in business for over 85 years. We are well respected in the industry and known for our long length of haul and great equipment. C.R. England provides a safe, positive environment that fosters personal, career and financial success for driving professionals. C.R. England offers: Great Training Top Pay Top of-the-line Equipment Strong Driver Support Program Graduated pay scale -- experienced drivers earn higher base pay Mileage, Safety and Fuel Saving Bonus Programs Awards for safe driving Liberal family rider policy Health and life insurance Vacation pay Retirement plan 401k w/company participation If you want an exciting career as a truck driver, C. R. England, Inc. is the place for you. WHAT ARE YOU WAITING FOR? APPLY NOW! | ||||
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US OR Bend |
Wafer Fab Equipment Technician |
Microsemi | 7/29 | |
| Details:Microsemi Corporation (Nasdaq:MSCC) is a semiconductor company specializing in system-engineered integrated circuits and high reliability discrete devices that support our steady growth and profitability.Our Blue Chip customers are leaders in their fields. No single customer accounts for more than 4% of our sales. No single market represents more than 29% of our business. Our top 80 customers represent about 70% of our sales. We offer challenge and opportunity for our employees.Microsemi has a long history of profitability, improving margins, a strong balance sheet and a plan that includes investing in new facilities internationally. We offer global growth.We offer competitive compensation package that includes market-based salaries, management and technical bonus plans, stock options and for individuals not in a bonus plan, participation in a profit sharing plan.For the past 5 years, Microsemi has been one of the best performing stocks on the NASDAQ. It is extremely difficult to find any other semiconductor company that has better stock price appreciation!We offer a comprehensive total benefits package that includes 401k, Medical, Dental, Vision, Disability STD & LTD, Life & ADD Insurance, Employee Assistance Plan, Education Assistance Program as well as Profit Sharing.Oversees the installation, modification, upgrade and maintenance of manufacturing equipment in the Wafer Fab production area. Maintains current records on equipment manufacturers' technical notes, upgrades and safety issues. Studies equipment performance and reliability. Establishes programs and solutions for increasing uptime for equipment problems that affect the manufacturing process. Provides technical support to manufacturing and process engineering organizations. Defines and writes preventative maintenance schedules. Requires 4 years of ASML 2500 and 5000 stepper maintenance experience as a field service technician. Additional experience with SVG coaters and developers and Perkin Elmer 300 series aligners a plus. | ||||
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US Nationwide |
Technical Expert (C/UNIX/ESQLC/Java) |
Walmart | $75,000 - $95,000/Year | 7/28 |
| Details:This opportunity is located in Bentonville, Arkansas. We are offering relocation assistance to that area for this position. We have an immediate opening for a Technical Expert (C/UNIX/ESQLC/Java) to work as part of our growing development team. Our Technical Experts work closely with internal customers to help establish business requirements and solve business issues. Candidates for this position will need to be able to code, test and debug programs and assist in the development of major system modules. This position also works on complex subroutines, creates complex processes and develops technical skills across multiple disciplines. Candidates must have prior experience leading the team of developers as well as projects. Candidates must have strong mentoring experience. This opportunity is located in Bentonville, Arkansas. We are offering relocation assistance to that area for this position. | ||||
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US OR The Dalles |
Sales / Franchise |
Snap-on Tools - Franchise Systems | 7/27 | |
| Details:A Snap-on Tools franchise is a unique opportunity to own your own business. With nearly 90 years of experience, ours is a given business model that provides ongoing training and support, the #1 product in the category, a protected list of calls and a career growth plan in place. Snap-on Tools was recently rated one of the top Franchises in North America by Franchise Business Review and ranked as the #1 Tool Franchise and Top 5 Home-based Business in the 2009 Entrepreneur Franchise 500. You will be in control of your own future.Right now, we are looking for independent sales people interested in controlling and managing all aspects of their franchise. You will be stepping into an existing franchise business with a protected list of calls when you start. We need men and women who have strong sales and management abilities and who have the motivation and drive that it takes to own their own business. You will have plenty of independence, the opportunity for growth, available benefits for you and your family and no relocation. | ||||
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US OR The Dalles |
ATT Part Time Retail Sales Consultant - The Dalles, OR |
AT&T | 7/27 | |
| Details:AT&T is at the center of the communication revolution. We are the number one wireless company in America and the largest telecommunications and entertainment companies in the universe! You're part techno guru, part social butterfly. You are made for AT&T. You're outgoing. You have amazing energy. You love to talk about cool technology. Well, we have customers waiting to speak with you. As a Retail Sales Consultant, you'll get to know our communication and entertainment technology inside and out. And you'll be the one everyone else looks to when it comes to what's next in wireless and wired technology solutions. It's good to be the guru. We offer:Exciting career paths that lead to new opportunities and financial rewards.Competitive pay (base plus commission) - hourly pay ranging from $11.55- $12.57, but Retail Sales Consultants can earn $1,200 or more per month in commission by meeting and/or exceeding sales objectives!Excellent benefits (401k, tuition reimbursement, paid time off, medical/dental and more!)Top-notch on-going training on the latest technologyA fun, fast paced work environmentJob Description:Sells all products and services offered by the Company. Meet all sales objectives. Handle all administrative aspects of the sale including: completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders. Maintain strong knowledge of all Company products, accessories, pricing plans, promotions, and service features. Maintain knowledge of competitive offers and provide critical market feedback to the Store Manager regarding local competition and product/service needs. Handle service inquiries from customers. Provides efficient, courteous customer service and assistance in all aspects of product offerings and services. Qualifications Required Qualifications:If you enjoy…Using competitive spirit to meet and exceed assigned sales goalsStaying up-to-date on the latest data/entertainment technology and devices, such as Wi-Fi, data devices, TV entertainment toolsUnderstanding customers' needs and helping them discover how our products meet those needsMulti-tasking in a fast paced team environmentWorking a variety of hours including weekends, evenings and holidays involving occasional overtimeEducating and engaging customers through product demonstrationsInteracting with customers and providing prompt and courteous customer service to all customers in person, via phone or written notePosition may be commissioned and quota based…Then this may be the job for you. The successful candidate will be able to perform the following with or without reasonable accommodation:Ability to work flexible hours, including evenings, weekends and holidaysAbility to stand for long periods of timeAbility to complete all paperwork completely, accurately, in a timely mannerAbility to lift up to 25 poundsAbility to operate a personal computer, wireless equipment, copier and faxAbility to work in other locations as the needs of the business dictate may be required. Complete all aspects of opening and closing the store in accordance with written procedures. Submit all transaction journals on a daily basis. Assists with inventory maintenanceMay be required to wear a uniform Desired Qualifications:1-3 years retail/customer facing/sales experience preferred. "Provisions listed in this Job Description may be changed or modified by AT&T Mobility without prior notice" AT&T is an Affirmative Action/Equal Opportunity Employer, and we are committed to hiring a diverse and talented workforce. EOE/AA/M/F/D/V | ||||
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US OR Bend |
Summer Work: Entry Level Sales - Customer Service |
Vector Marketing | 7/27 | |
| Details:Summer WorkSome Full Time - Entry Level - Sales - Customer Service - Vector Marketing is a North American firm established in 1981. We have full time and some part time summer work opportunities for college students, individuals needing extra income, recent high school graduates and others. Vector representatives market Cutco products through a low key one-on-one approach.The road to success with Vector begins with training. Professors and business leaders throughout North America recognize our training program as being both highly effective and innovative. Specifically designed for individuals who have little or no business experience our representatives are taught how to arrange appointments, meet with potential customers, explain our products, answer questions, write up orders, and ask for recommendations. Overall, the training experience will strengthen and enhance their resumes while permitting them to gain valuable sales and business skills. Upon completion of the seminar, representatives place a $139 fully refundable security deposit for product samples, which they use on appointments. Overall, the training experience will strengthen and enhance their resumes while permitting them to gain valuable sales and business skills. | ||||
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US OR Bend |
Retail - Job Fair All Hourly Associates |
Jo-Ann Fabric and Craft Stores | 7/26 | |
| Details:We are looking for enthusiastic, motivated individuals to share in our success! If you are a creative individual looking for a place where your energy and inspiration can drive both a local store business and a major organization… WOULD YOU LIKE TO GROW WITH US? JoAnn Stores offers more than just a dynamic environment for growth and advancement… From one 1400-square-foot store in 1943 to nearly 800 United States locations today and employing more than 20,000 people...Jo-Ann Stores, Inc., has not only witnessed a creative explosion in sewing and crafts, it has helped inspire it. We are a Fortune 1000 company with annual sales in excess of $1.8 billion. Through our nearly 800 stores nationwide, we now serve the sewing, crafting and decorating needs of more creative Americans than ever before. JO-ANN STORES OFFER THE ULTIMATE SHOPPING EXPERIENCE FOR THE CREATIVE PERSON… NOW WE ARE OPENING A NEW JO-ANN STORE IN BEND, OR.RETAIL JOB FAIRDate & Time: Thursday, August 5th and Friday August 6th from 9:00 am until 7:00 pm each day at a storefront across the street from our existing store Location: 61292 South Highway 97, Suite 120, Bend, Oregon 97702WE ARE ACCEPTING APPLICATIONS FOR ALL HOURLY POSITIONS!!EXCELLENT BENEFITS: We offer support for your ideas, competitive compensation and excellent benefits including: Medical, dental, vision and insurance coverage Employee Stock Ownership Plan 401(k) plan with company match Quarterly AND annual bonus opportunities Generous employee discount Flexible scheduling And a chance to be part of a growing, profitable company with a long history of helping our Guests express their creativity. We recognize and value the benefits of a diverse workforce. Fundamental to our organization's structure are equal opportunity, fair employment practices and the creation of a workforce that reflects the diversity of our customers. JoAnn Fabric and Crafts Stores, JoAnn.com. | ||||
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US OR The Dalles |
Restaurant Management - Exciting Opportunities in The Dalles! |
Jack In The Box | 7/25 | |
| Details:“We Know Jack” We are currently looking for motivated, friendly Restaurant Managers who are passionate about providing a great dining experience. Our Restaurant Managers are business savvy professionals responsible for running $1 - 2 million businesses. And you thought they just flipped burgers! **Restaurant Managers earn up to 50K plus bonus** **Assistant Restaurant Managers earn up to 36K plus bonus** Responsibilities Include: Managing the overall operations of the restaurant Ensuring consistent delivery of a “WOW” guest experience Developing the restaurant team to provide excellent internal and external service Building sales and profits while ensuring compliance with policies, procedures and regulatory requirements. Requirements: Successful candidates must have 4+ years of restaurant operations experience in supervisory or lead position with strong customer service and leadership skills. Requires high school diploma. Bachelor’s Degree in related field preferred. Must posess a valid driver's license and insurance. Must be at least 18 years old. Jack in the Box is the nation's fifth largest quick-serve restaurant chain with more than 1,900 locations across the United States. We offer a highly competitive salary and bonus plan along with a complete benefits package that includes: medical, dental and vision coverage, life insurance, a company- paid retirement (pension) plan, 401k, vacation pay, tuition reimbursement and the opportunity to grow. We value honesty, integrity, quality and diversity. RET | ||||
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US OR Bend |
Financial Advisor |
Morgan Stanley Smith Barney | 7/22 | |
| Details:Job Title: Financial Advisor Description: A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public. Responsibilities: Develop and cultivate your own client base. Prospect and service clients business. Analyze investment opportunities and client needs, and recommend appropriate strategies. Build client relationships bases upon developing strategies to their financial goals through the use of financial planning and wealth management. Market and sell appropriate investment products, financial and wealth management services/products to clients. Prepare and deliver presentations/seminars to clients and prospects for business development purposes. Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies. Comply with all industry rules and regulations. Ability to create a sales and marketing strategy for new client relationships. | ||||
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US OR Bend |
Sprint Retail Store Manager and Retail Sales Opportunities |
Sprint | 7/22 | |
| Details:Live in the Now! Join the Wireless Revolution and be a part the team with the first and only Wireless 4G Network… As the leader in wireless technology, we need high performing sales people that are passionate about making an impact, driven to win and aren’t afraid to take a risk. As a Sprint employee, you will be providing the best technology and mobile solutions to people looking for a better way to communicate. Are your ambitions as fast as our network? Are you ready to live in the Now? If so, read on.Are you intrigued with revolutionizing the way the world communicates? If so, then a Sprint Retail Sales position is the next adventure for you. Sprint Retail Sales employees are Wireless Champions who continuously educates our customers by offering leading edge wireless solutions for their entertainment and communication needs. You are the subject matter expert meeting new people daily and sharing in the rewards for creating an outstanding customer experience. If you are interested in being a part of the revolution then Sprint is for you! Our retail stores have entry level, experienced and leadership positions available (full and part-time position may exist in a store near you): Retail Store Manager Assistant Store Manager Technical Consultant Retail Consultant If you are interested in learning more, visit us at http://sprint.com/retailjobs to search and apply for a retail position nearest you. As a Wireless Champion you will are rewarded for your hard-work with competitive pay and outstanding benefits: Free Wireless Service for employees Heavily Discounted Phones and Accessories for qualified friends and family Up to 3 ½ weeks time off during your First Year 401(k) Comprehensive Medical, Dental, Vision Benefits Competitive Salary and Incentive Structure We’re good corporate citizens and have been recognized for our commitment to diversity and inclusion, the environment and to the communities in which we live and work. We’ve been recognized by Fortune Magazine as one of the "20 Great Employers for New College Grads" #82 in Business Week's "Best Places to Launch Your Career" DiversityInc.’s “2008 Top 50 Companies for Diversity." | ||||
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US OR Bend |
Sales Representative - Marketing |
InsphereIS | 7/21 | |
| Details:Sales RepresentativeWe are currently looking for Sales Representatives to sell our products solution in this changing environment. Our Sales Representatives offer a variety of Life, Health, Retirement and Long-Term Care products from multiple highly rated carriers, so they can provide solutions driven guidance their clients need. As a Sales Representative, you'll provide a consultative approach to create an innovative solution that best fits the needs of each individual client. A multi-line product portfolio provides an increased ability to cross-sell existing and new clients. With industry leading compensation and the ability to earn well-above industry averages, we believe Insphere has the capability to grow your income faster than you may have ever thought possible. Insphere also invests in your success by providing office, marketing and lead-generation support as well as ongoing training and career development. Exceptional career opportunities:- National strength and local focus- Industry leading compensation including equity opportunity*- Access to a broad portfolio of highly rated companies- Extended client opportunities through cross selling- Innovative proprietary technology platform- Continued support to grow and diversify your business *Participation is subject to satisfaction of eligibility requirements and plan terms and conditions. | ||||
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US OR Bend, Hood River, and The Dalles |
State Farm Insurance and Financial Services Agent |
State Farm Insurance Companies | 7/20 | |
| Details:GROW. LEAD. SUCCEED. The State Farm Agent Opportunity. Join the nation's leading auto and home insurance company as a State Farm Agent and experience personal success running your own agency in your own community. State Farm, ranked in the top 50 on the Fortune 500 list of companies, is seeking individuals with an entrepreneurial spirit and the desire to work in Bend, Hood River, and The Dalles, OR. Benefits from the first day: Paid training & side by side mentor agent coaching. Among the industry's most attractive incentive & rewards program. A work environment that allows you control over your time. Opportunity to represent a full range of insurance & financial services products. National marketing & advertising support. The highest retention rate of agents in the industry. The State Farm Agent Opportunity allows you to create financial freedom and flexibility through a compensation package that rewards successful marketing of our products and services to customers. Qualifications: Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service. Driven by achievement and financial rewards. Financially stable. Ethical and easily able to build trust. Proven success driving business results (not limited to insurance or financial services). State Farm Insurance is an equal opportunity employer. | ||||
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US Regional Northwest |
PAW Business Analyst and Operation Manager |
Pacific Alaska Wholesalers | 7/16 | |
| Details:TITLE: PAW Business Analyst and Operation Manager REPORTS TO: Vice President of Wholesale LOCATION: Anchorage PRINCIPLE FUNCTION: Ensure the complex PAW office and Information System production environments are managed and data integrity maintained. Develop and provide timely management information to internal business stakeholders. Analyze and develop documentation to ensure the business processes and procedures are accurately maintained. Develop performance metrics that provide actionable insight into sales growth, margin performance, and expense control within the wholesale and direct retail business. | ||||
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US OR Bend |
Financial Advisor Trainee - Bend, OR |
Merrill Lynch | 7/15 | |
| Details:OPPORTUNITY FOR ACHIEVEMENT™...At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals.Bank of America is seeking professional and motivated candidates interested in the following opportunity:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.The Financial Advisor Trainee engages in:Developing a book of business in order to meet and exceed the required performance hurdlesEffectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needsRecommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferencesBalancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planPlanning and managing resources (time, people, budget) to run a productive practiceSeeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a clientEstablishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policiesCompleting mandated training, assessments, performance goals and continuing education requirementsThe Financial Advisor Trainee receives:The strength and name recognition of Merrill Lynch and Bank of America.A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program.World class training throughout their career with Merrill LynchState of the art software programs to assist in your successAccess to a full array of investment and banking products for your clientsCoaches or mentors located within your office to work with you towards your successIdeal candidates:The PMD program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.Essential Duties and Responsibilities:Performance Hurdles: A Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles.Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course .Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledgePerformance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program. | ||||
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