Financial Services

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

210

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Certifications

 Arizona Western College

 Northern Arizona University

Degree Recommendations


 Estrella Mountain Community College (MCCCD)

 Estrella Mountain Community College (MCCCD)

 Central Arizona College

 Chandler-Gilbert Community College (MCCCD)

 Chandler-Gilbert Community College (MCCCD)




 Arizona State University


Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Financial Analyst, Lease Accounting
    Republic Services    Phoenix, AZ 85067
     Posted about 3 hours    

    **ABOUT THE COMPANY**

    Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

    In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

    Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

    Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

    Our company values guide our daily actions:

    + **Safe** : We protect the livelihoods of our colleagues and communities.

    + **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

    + **Environmentally Responsible:** We take action to improve our environment.

    + **Driven** : We deliver results in the right way.

    + **Human-Centered:** We respect the dignity and unique potential of every person.

    We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

    **STRATEGY**

    Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

    We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

    With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

    **Recycling and Waste**

    We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

    **Environmental Solutions**

    Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

    **SUSTAINABILITY INNOVATION**

    Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

    The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

    We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

    **RECENT RECOGNITION**

    + Barron’s 100 Most Sustainable Companies

    + CDP Discloser

    + Dow Jones Sustainability Indices

    + Ethisphere’s World’s Most Ethical Companies

    + Fortune World’s Most Admired Companies

    + Great Place to Work

    + Sustainability Yearbook S&P Global

    **POSITION SUMMARY:** The Financial Analyst supports their department by providing reporting, assistance on project management and other analysis for both internal and external customers. This role will measure, manage and analyze metrics related to the business and related initiatives and make recommendations where appropriate to increase the effectiveness of processes and policies, based on in-depth analysis and thorough understanding of existing processes. The Financial Analyst must also generate complete, accurate, timely, and transparent financial analysis/reporting as required by management.

    **PRINCIPLE RESPONSIBILITIES:**

    + Provides financial analysis and helps support ongoing operational initiatives.

    + Generates standard and ad hoc reports, applying skill, judgment, understanding and explanation of operational information.

    + Demonstrates strong understanding of business metrics and data points in order to perform meaningful analysis.

    + Supports ongoing initiatives and helps develop metrics and tools to facilitate accountability.

    + Presents and interprets various analyses related to the impact of improvement opportunities.

    + Using data, identifies prevalent issues and root causes and makes recommendation to management for resolution, as appropriate.

    + Coordinates and interfaces with management and field divisions regarding process improvements or other related ad hoc analysis.

    + Translates system data into scalable and easily understood solutions for internal/external customers and vendors.

    + Participates and leads team projects as needed Manages special projects requiring financial knowledge to ensure projects achieve overall objectives and meet expectations in terms of cost, scope and schedule.

    + Assists in creating, documenting, optimizing and implementing durable processes to fit with business objectives.

    + Contributes to the design, creation and implementation of best practices and training materials for team and departmental processes.

    + Regularly interacts with the field controllership group and various Corporate departments on a variety of tasks in order to accomplish goals in an effective manner.

    + Performs other job-related duties as assigned or apparent.

    **QUALIFICATIONS:**

    + Experience with analyzing data from various source systems.

    + Experience with Oracle, Tango, and LQ systems.

    + Ability to generate macros using Excel and/or SQL in order to streamline repetitive tasks or reporting as requested by management.

    + Ability to effectively and coherently convey financial information to senior leadership in order to assist with decision making.

    + Demonstrates analytical/problem-solving solutions and ability to generate and offer solutions independently.

    + Ability to effectively manage multiple activities or sources of information.

    + Understanding of SOX requirements.

    + Intermediate or expert level knowledge of MS Excel.

    **MINIMUM QUALIFICATIONS:**

    + Minimum of 1 year of financial analysis, accounting or business analysis experience.

    **Rewarding Compensation and Benefits**

    Eligible employees can elect to participate in:

    • Comprehensive medical benefits coverage, dental plans and vision coverage.

    • Health care and dependent care spending accounts.

    • Short- and long-term disability.

    • Life insurance and accidental death & dismemberment insurance.

    • Employee and Family Assistance Program (EAP).

    • Employee discount programs.

    • Retirement plan with a generous company match.

    • Employee Stock Purchase Plan (ESPP).

    _The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

    EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.


    Employment Type

    Full Time

  • Senior Account Executive - Remote
    InEight    Phoenix, AZ 85067
     Posted about 23 hours    

    **Company Description:**

    InEight provides field-tested project management software for the owners, contractors, engineers and architects who are building the world around us. Over 300,000 users and more than 750 customers worldwide rely on InEight for real-time insights that help manage risk and keep projects on schedule and under budget across the entire life cycle. From pre-planning to design, from estimating to scheduling, and from field execution to turnover, InEight has powered more than $400 billion in projects globally across infrastructure, public sector, energy and power, oil, gas and chemical, mining, and commercial.

    Based in Scottsdale, Arizona, InEight supports a remote work model with employees working throughout the United States, Canada, Australia, Sri Lanka and Europe. InEight, an ISO 9001:2015-registered company, is a subsidiary of Kiewit Corporation (Kiewit). Kiewit, through its subsidiaries, is one of North America’s largest and most respected construction and engineering organizations.

    InEight is a fast-paced, innovative company comprised of high-energy teams of self-starters playing integral roles in shaping the future of capital projects around the world. Our industry-leading solutions, dedicated employees, and proven leadership team provide a solid foundation to support our continued growth and success.

    We offer our fulltime employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.

    **Short Description**

    The Account Executive III is responsible for calling on new and existing customers to develop up-sell and cross-selling opportunities. We are seeking someone with outside sales experience that is self-motivated, outgoing, sales-minded, with a positive attitude, coachable and a hunter mentality. You will work in a unique fast-paced environment that fosters individual growth and rewards performance.

    **Responsibilities**

    + Prospect, educate and qualify leads to create sales-ready opportunities

    + Perfect a questions-based or solution-selling approach to uncover needs and position value of offerings

    + Create and manage all communications surrounding pricing, proposals, and contract preparations with prospects and customers

    + Perform web-based or in person presentations to prospective or current customers on InEight portfolio of products

    + Work across departments to support customer advocacy

    + Manage pipeline and follow-up via detailed data entry and tracking within SalesForce.com

    + Report on the success or failure of marketing campaigns and use this information to improve upcoming campaigns

    + Communicate internally on suggested ideas for product enhancements

    + Anticipate and mitigate crises and challenges to each client’s business

    + Train and mentor cross functionally across the team

    + Thorough knowledge of team process and recommends enhancements regarding process improvements

    + Working team member that may validate or coordinate the work of others within the team

    **Qualifications**

    + Minimum of 10 years' professional sales experience

    + Software/SaaS sales experience

    + Demonstrated results leveraging a solutions-selling process

    + Successful experience at new account development and closing new or add-on business

    + Excellent communication, presentation and negotiation skills

    + Self-driven, motivated and results oriented

    + Proven prospecting and sales cycle management skills

    + SalesForce.com or CRM equivalent experience

    + Experience using LinkedIn and Linkedin Navigator as a lead generation tool

    + Bachelor's degree preferred

    + Strong, relevant experience in the construction, oil and gas, mining, or utility industries

    + Team Lead or other leadership experience preferred

    InEight Inc. is an Equal Opportunity Employer, (EOE) and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.


    Employment Type

    Full Time

  • Account Executive
    iHeartMedia    Phoenix, AZ 85067
     Posted about 23 hours    

    iHeartMedia Markets

    Current employees and contingent workers click here (https://wd5.myworkday.com/iheartmedia/d/task/3005$4482.htmld) **to apply and search by the Job Posting Title.**

    The audio revolution is here – and iHeart is leading it! iHeartMedia, **the number one audio company in America** , reaches 90% of Americans every month -- a monthly audience that’s **twice the size of any other audio company** – almost three times the size of the largest TV network – and almost 4 times the size of the largest ad-supported music streaming service. And we were just recognized as one of the Top Media Sales Organizations by The Myers Report!

    In fact, iHeart has: **More #1 rated markets** than the next two largest radio companies combined;

    + **We’re the largest podcast publisher** , with more monthly downloads than the second- and third-largest podcast publishers combined. Podcasting, the fastest-growing new media, today has more monthly users than streaming music services or Netflix;

    + iHeart is **the home of many of the country’s most popular and trusted on-air personalities and podcast influencers** , who build important connections with hundreds of communities across America;

    + We create and produce some of **the most popular and well-known branded live music events** in America, including the iHeartRadio Music Festival, the iHeartRadio Music Awards, the iHeartCountry Festival, iHeartRadio Fiesta Latina and the iHeartRadio Jingle Ball Tour;

    + iHeartRadio is the **\#1 streaming radio digital service** in America;

    + Our **social media footprint** is 7 times larger than the next largest audio service; and

    + We have **the only complete audio ad technology stack in the industry for all forms of audio** , from on demand to broadcast radio, digital streaming radio and podcasting, which bring data, targeting and attribution to all forms of audio at an unparalleled scale. As a result, we’re able to combine our strong leadership position in audience reach, usage and ad tech with powerful tools and insights for our sales organizations to help them build success for their clients at a more efficient cost than any other option.

    Because we reach almost every community in America, we’re committed to providing a range of programming that reflects the diversity of the many communities we serve – and our company reflects that same kind of diversity. Our company values stress collaboration, curiosity, welcoming dissent, accepting mistakes in the pursuit of new ideas, and respect for everyone.

    Only one company in America has the #1 position in everything audio: iHeartMedia!

    If you’re excited about this role but don’t feel your experience aligns perfectly with the job description, we encourage you to apply anyway. At iHeartMedia we are dedicated to building a diverse, inclusive, and authentic workplace and are looking for teammates passionate about what we do!

    **What We Need:**

    Only one company has the #1 position in everything Audio reaching 9 out of 10 Americans every month –– iHeartMedia.

    You know iHeart for our massive events and local personalities — but do you know what matters most? We love working with each other; it’s not just what we do. It’s what we do together.

    Today, radio has more significant reach than TV. Podcasting is the fastest-growing medium ever. Podcasters and radio hosts are the new influencers with massive, hyper-engaged fan armies. New digital audio data, insights, and analytics tools make it easier than ever to plan, buy and grow with Audio. In short, the audio revolution is here.

    As an Account Executive in Phoenix, you will be supported with the most innovative and inclusive broadcast and digital marketing tools at your fingertips to leverage across our 160 markets and multiple platforms.

    **What You'll Do:**

    + Immerse yourself in learning iHeartMedia’s Broadcast + Digital Marketing Products (we are constantly innovating and growing!)

    + Identify and develop new business opportunities while maintaining a pipeline of sales prospects in Salesforce

    + Foster and nurture relationships with the existing client base

    + Identify new opportunities and develop persuasive proposals to meet each client/agency evolving needs

    + Collaborate with internal partners to drive revenue and meet/exceed established sales targets

    + Create effective marketing campaigns in line with the iHeartMedia brand and resources

    + Deliver compelling sales presentations with confidence

    + Maintain productive client communication to ensure client satisfaction

    + Monitor competition to continually prospect new account leads

    + Negotiate rates and ensures prompt payments

    + Follow all station procedures for preparing orders, resolving billing issues, submitting regular reports regarding sales, pipeline lists, forecasts, and competitive analysis

    **What You'll Need:**

    + A desire to learn and grow!

    + Independent, self-motivated, competitive, assertive personality

    + Strong problem-solving, analytical, and time management skills

    + Persuasive communication skills: verbal, written, and presentation

    + Strong client service relationship-building skills

    + Ability to plan and organize, set priorities, and multi-task in a fast-paced environment

    + Stress tolerance, especially with tight deadlines and financial pressures

    + Digital Media Sales (OTT, Display/Video, PPC) experience is a plus

    + Media Sales experience is a plus

    + Proven sales experience

    + Salesforce experience is a plus

    + Drive your own vehicle with a valid driver’s license and state-mandated auto insurance

    + Microsoft Office suite and social networking platforms skills

    **What You'll Bring:**

    + Respect for others and a strong belief that others should do this in return

    + Confidence to prospect and quickly build rapport with customers

    + Knowledge of the media industry and related sales processes

    + Desire to broaden sales capabilities and knowledge base

    + Accountability for your own work and a desire to provide guidance to new team members

    + Ability to build a territory plan or account approach

    + Objective judgement and prior experience to solve business problems

    + Strong written and verbal communication, comfortable applying active listening and influencing skills to drive sales

    + Understanding of impact of your own efforts to meet sales quotas

    **Location:**

    Phoenix, AZ: 4686 E. Van Buren Street, Suite 400, 85008

    **Position Type:**

    Regular

    **Time Type:**

    Full time

    **Pay Type:**

    Salaried

    **Benefits:**

    iHeartMedia’s benefits offering is flexible and offers a variety of choices to meet the diverse needs of our changing workforce, including the following:

    + Employer sponsored medical, dental and vision with a variety of coverage options

    + Company provided and supplemental life insurance

    + Paid vacation and sick time

    + Paid company holidays, including a floating holiday that enable our employees to celebrate the holiday of their choosing

    + A Spirit day to encourage and allow our employees to more easily volunteer in their community

    + A 401K plan

    + Employee Assistance Program (EAP) at no cost – services include telephonic counseling sessions, consultation on legal and financial matters, emotional well-being, family and caregiving

    + ​A range of additional voluntary programs, such as spending accounts, student loan refinancing, accident insurance and more!

    We are accepting applications for this role on an ongoing basis.

    The Company is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.

    Non-Compete will be required for certain positions and as allowed by law.

    Our organization participates in E-Verify. Click here (https://www.e-verify.gov/employees) to learn about E-Verify.

    iHeartMedia is the number one audio company in the United States, reaching nine out of 10 Americans every month – we specialize in radio, digital, social, podcasts, influencers, data, and events across the nation and provide premier opportunities for advertisers.

    Visit iHeartMedia.com to learn more about us.

    Please review our Privacy Policy (https://www.iheartmedia.com/legal/privacy-applicants) and Terms of Use (https://www.iheart.com/content/terms-of-use/) .


    Employment Type

    Full Time

  • Sr. Financial Analyst (FP & A)
    Fortive Corporation    Chandler, AZ 85286
     Posted about 23 hours    

    The role of the Financial Analyst supports the FP&A Director and CFO, partnering with business leaders. They provide financial support for programs of varying types, sizes, complexities, and risks. This involves collaborating with internal functions including Accounting and Finance, Program Management, Contracts, Pricing, and Engineering. Program Finance conducts in-depth analysis, develops accurate forecasts, and enhances processes to minimize risks, improve efficiency, and provide strategic insights that enable stakeholders to make well-informed decisions driving performance growth.

    Job Responsibilities:

    + Assisting the consolidation and communication of the operating company’s financial performance, plan, and targets to various levels of the organization

    + Participates in monthly reviews, offering financial insights into main factors driving changes and ensuring that key decision-makers understand results thoroughly.

    + Conducting ad-hoc analysis for strategic and operational initiatives

    + Perform thorough financial analysis and modeling to assess business performance, profitability and compliance with budgetary limitations.

    + Working with the functional managers and site-level financial teams to develop monthly forecast and annual budget.

    + Partnering with business leaders on strategic planning and key initiatives

    + Learning as needed and applying FBS (Fortive Business System) for continuous improvements.

    + Ensure compliance with internal procedures and FAR/CAS government regulations.

    Qualifications:

    + Bachelor’s degree in accounting/finance/economics or similar field

    + Prior experience in problem-solving

    + Strong Excel, financial modeling, and data analytics skills

    Preferred requirements:

    + MBA with finance concentration

    + Greater than 5 years of FP&A or financial analysis experience

    + Experience with supply chain and working capital management.

    + Government accounting knowledge

    + Knowledge of DFAR and Earned Value Management is a plus.

    The successful candidate will also be able to demonstrate the following:

    + Analyze all programs, understand root causes, and utilize FBS tools to mitigate risks.

    + Be a change agent, embracing technology solutions for efficiency and accuracy.

    + Build partnerships with Operations, providing timely information and fostering trust.

    + Conduct comprehensive analysis for Program life cycle and strategic insight into Program Cost.

    + Implement effective countermeasures, monitor programs, and ensure compliance.

    + Actively seek feedback, anticipate customer needs, and adapt financial plans to meet dynamic market demands.

    Fortive Corporation Overview

    Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

    We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

    We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

    At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

    At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

    At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

    Fortive: For you, for us, for growth.

    Ready to move your career forward? Find out more at careers.fortive.com (https://stgfortive.taleo.net/enterprise/careers.fortive.com) .

    About Us:

    Pacific Scientific Energetic Materials Company (PacSci EMC), a Fortive Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com .

    PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. Pursuant to our subcontractor status on highly sensitive national security matters, an applicant who receives a conditional offer for this role will be required to pass a United States Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) background screen.

    We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.fortive.com/inclusion-diversity

    "The company in which you have expressed employment interest is a subsidiary or affiliate of Fortive Corporation. The subsidiary or affiliate is referred to as a Fortive Company. Fortive Corporation and all Fortive Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law. The "EEO is the Law" poster is available at: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should call 1-866-272-5573 or e-mail [email protected] to request accommodation."

    National: The salary range for this position is $86,100 - $159,900

    This position is also eligible for bonus as part of the total compensation package.

    Base pay offered may vary depending on various factors, including, but not limited to: job-related knowledge; skills; experience; and other eligibility factors such as geographic location. The Total Rewards package includes competitive base pay and an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and several programs that provide for both paid and unpaid time away from work.


    Employment Type

    Full Time

  • Enterprise Account Executive, Remote
    EMS LINQ    Scottsdale, AZ 85258
     Posted about 24 hours    

    **Who We Are:**

    We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on providing creative, integrated and user-friendly solutions supported by excellent customer service. Our workforce is talented, loyal, dedicated and highly enthusiastic. This is a fantastic career opportunity for the right individual.

    We offer challenging work in a team environment. We respect each other and collaborate for continuous improvement. We are the experts in our product lines and we anticipate the needs of our customers. Our customers say we work efficiently and always strive to provide the proper solution. We have achieved this by building relationships based upon:expertise, patience, attentiveness, clear positive communication, tenacity, and a calm presence.

    LINQ is on a mission to empower central office heroes who make K-12 districts and schools stronger. LINQ improves efficiency, optimizes performance, and manages compliance through its suite of administrative, financial, and nutritional solutions; allowing administrators to make a bigger impact for their staff, students, and communities. LINQ is the first company to deliver a full suite of integrated solutions to manage operations at the state, district, and school levels. LINQ has helped over 30,000 schools and served over 17 million students to increase K-12 potential.

    **LINQ’s Values:**

    Count on us **-** We’re ready and reliable for our partners and each other

    Class of our own - We hold ourselves to a high standard of excellence

    Fair and Square - Integrity and mutual respect are table stakes

    Nourish Connection - We foster a culture of teamwork and trust

    Educated Advancement - Our deep knowledge and experience propel our development

    We are seeking a motivated and results-driven Enterprise Account Executive to join our dynamic sales team. As a Enterprise Account Executive, you will play a pivotal role in driving the growth of our SaaS solutions by identifying, developing, and closing new business opportunities within your designated territory. Your ability to cultivate relationships, understand customer needs, and effectively communicate the value of our products will be crucial to your success in this role.

    **Responsibilities:**

    • Pipeline Development: Proactively identify and qualify leads through various channels to build a robust and well-qualified sales pipeline.

    • Forecast Management: Take ownership of accurately forecasting sales opportunities and regularly update the sales management team.

    • Opportunity Sourcing: Independently source new sales opportunities through networking, cold calling, and attending industry events to expand the client base.

    • Sales Cycle Management: Manage the entire sales process, from initial contact through contract negotiation, ensuring smooth movement of opportunities through the sales cycle.

    • Product Presentations: Deliver compelling product overviews and demonstrations to showcase our SaaS solutions' unique value and benefits to potential clients.

    • Contract Negotiation: Lead contract negotiations to establish favorable terms while aligning with company pricing strategies and policies.

    **Requirements:**

    • Experience: At least 3-5 years of proven success in selling SaaS solutions, with a track record of achieving or exceeding sales quotas.

    • Travel: Willingness and ability to travel, up to 50%, within the assigned territory to meet clients, attend industry events, and build relationships.

    • Territory Expertise: Reside within the designated territory and possess a deep understanding of the market landscape, competitive landscape, and industry trends.

    • Quota Attainment: Demonstrated a history of consistently achieving or surpassing sales quotas in previous roles.

    • Communication Skills: Excellent verbal and written communication skills, with the ability to effectively present and demonstrate complex software solutions to both technical and non-technical audiences.

    • Relationship Building: Strong interpersonal skills to establish and maintain positive relationships with prospects, clients, and internal stakeholders.

    • Self-Driven: A self-motivated individual who can work independently and as part of a team, taking initiative and managing time effectively.

    • Problem-Solving: Effective problem-solving skills to address customer concerns and objections while positioning our solutions as valuable solutions.

    • Negotiation Skills: Proficient in negotiating contract terms and pricing to secure agreements that meet the needs of both the company and the client.

    **Total Rewards:**

    Remote working environment

    Ability to work in a physical office, if near one of our offices (Wilmington, Irvine, and Austin)

    One America 401k plan with 4% employer matching on total earnings, not just base (100% fully vested)

    Company Bonus Plan or Target Sales Commission Plan

    Flexible Open Paid Time Off Plan

    Paid Parental Leave Policy

    10 paid holidays

    16 hours of paid volunteer time

    Blue Cross Blue Shield benefit network (medical/dental/vision)

    Low-deductible PPO option or HDHP option with employer contributed HSA

    Dental with child orthodontia

    100% Employer paid Short Term Disability/Long Term Disability/Basic Life/Accidental Death & Dismemberment Insurance

    Health and wellness benefits including gym and Headspace reimbursement

    Professional development opportunities

    **EOE Statement/Accommodation Notice:**

    LINQ is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact [email protected]. This email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not use this email to inquire about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as solicitation, following up on an application or non-disability related technical issues, will not receive a response.


    Employment Type

    Full Time

  • Enterprise Account Executive, Remote
    EMS LINQ    Chandler, AZ 85286
     Posted about 24 hours    

    **Who We Are:**

    We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on providing creative, integrated and user-friendly solutions supported by excellent customer service. Our workforce is talented, loyal, dedicated and highly enthusiastic. This is a fantastic career opportunity for the right individual.

    We offer challenging work in a team environment. We respect each other and collaborate for continuous improvement. We are the experts in our product lines and we anticipate the needs of our customers. Our customers say we work efficiently and always strive to provide the proper solution. We have achieved this by building relationships based upon:expertise, patience, attentiveness, clear positive communication, tenacity, and a calm presence.

    LINQ is on a mission to empower central office heroes who make K-12 districts and schools stronger. LINQ improves efficiency, optimizes performance, and manages compliance through its suite of administrative, financial, and nutritional solutions; allowing administrators to make a bigger impact for their staff, students, and communities. LINQ is the first company to deliver a full suite of integrated solutions to manage operations at the state, district, and school levels. LINQ has helped over 30,000 schools and served over 17 million students to increase K-12 potential.

    **LINQ’s Values:**

    Count on us **-** We’re ready and reliable for our partners and each other

    Class of our own - We hold ourselves to a high standard of excellence

    Fair and Square - Integrity and mutual respect are table stakes

    Nourish Connection - We foster a culture of teamwork and trust

    Educated Advancement - Our deep knowledge and experience propel our development

    We are seeking a motivated and results-driven Enterprise Account Executive to join our dynamic sales team. As a Enterprise Account Executive, you will play a pivotal role in driving the growth of our SaaS solutions by identifying, developing, and closing new business opportunities within your designated territory. Your ability to cultivate relationships, understand customer needs, and effectively communicate the value of our products will be crucial to your success in this role.

    **Responsibilities:**

    • Pipeline Development: Proactively identify and qualify leads through various channels to build a robust and well-qualified sales pipeline.

    • Forecast Management: Take ownership of accurately forecasting sales opportunities and regularly update the sales management team.

    • Opportunity Sourcing: Independently source new sales opportunities through networking, cold calling, and attending industry events to expand the client base.

    • Sales Cycle Management: Manage the entire sales process, from initial contact through contract negotiation, ensuring smooth movement of opportunities through the sales cycle.

    • Product Presentations: Deliver compelling product overviews and demonstrations to showcase our SaaS solutions' unique value and benefits to potential clients.

    • Contract Negotiation: Lead contract negotiations to establish favorable terms while aligning with company pricing strategies and policies.

    **Requirements:**

    • Experience: At least 3-5 years of proven success in selling SaaS solutions, with a track record of achieving or exceeding sales quotas.

    • Travel: Willingness and ability to travel, up to 50%, within the assigned territory to meet clients, attend industry events, and build relationships.

    • Territory Expertise: Reside within the designated territory and possess a deep understanding of the market landscape, competitive landscape, and industry trends.

    • Quota Attainment: Demonstrated a history of consistently achieving or surpassing sales quotas in previous roles.

    • Communication Skills: Excellent verbal and written communication skills, with the ability to effectively present and demonstrate complex software solutions to both technical and non-technical audiences.

    • Relationship Building: Strong interpersonal skills to establish and maintain positive relationships with prospects, clients, and internal stakeholders.

    • Self-Driven: A self-motivated individual who can work independently and as part of a team, taking initiative and managing time effectively.

    • Problem-Solving: Effective problem-solving skills to address customer concerns and objections while positioning our solutions as valuable solutions.

    • Negotiation Skills: Proficient in negotiating contract terms and pricing to secure agreements that meet the needs of both the company and the client.

    **Total Rewards:**

    Remote working environment

    Ability to work in a physical office, if near one of our offices (Wilmington, Irvine, and Austin)

    One America 401k plan with 4% employer matching on total earnings, not just base (100% fully vested)

    Company Bonus Plan or Target Sales Commission Plan

    Flexible Open Paid Time Off Plan

    Paid Parental Leave Policy

    10 paid holidays

    16 hours of paid volunteer time

    Blue Cross Blue Shield benefit network (medical/dental/vision)

    Low-deductible PPO option or HDHP option with employer contributed HSA

    Dental with child orthodontia

    100% Employer paid Short Term Disability/Long Term Disability/Basic Life/Accidental Death & Dismemberment Insurance

    Health and wellness benefits including gym and Headspace reimbursement

    Professional development opportunities

    **EOE Statement/Accommodation Notice:**

    LINQ is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact [email protected]. This email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not use this email to inquire about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as solicitation, following up on an application or non-disability related technical issues, will not receive a response.


    Employment Type

    Full Time

  • Account Executive - Outside Sales
    Vestis Services    Phoenix, AZ 85067
     Posted 1 day    

    **Description**

    THE ROLE

    Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential communicator? If so, the AUS sales team is looking for an ambitious Account Executive (AE) to drive sales and advance with our company. Join us and be part of a rapidly growing outside sales team working together to secure new business and increase market share. While uniform sales will be the primary focus of the AE, they will also sell linens and facility services to support our growth and increase in demand.

    Successful candidates will possess:

    --Tenacity, Drive - We have industry leading sales goals of 200+ dials per week in addition to our in-person prospecting and sales targets.

    --Speed, Agility - Our industry is continuously adapting and growing. Every day will be a new and exciting opportunity to showcase your skills.

    --Coachable - You will complete a paid, comprehensive sales training program to gain product knowledge, mentorship, and learn how to be a successful AUS team member.

    --Ability Follow Our Sales Process - We teach you our structured sales process to set you up for success as you’re working both independently and collaborating as a team.

    --Technology - Our team uses laptops, cell phones, Microsoft Office, and a Customer Relationship Management System (CRM) to stay organized and connected.

    --Customer Focus and Orientation - In this role, you will be the face of the company. We need someone passionate about providing the ultimate customer experience.

    --Ability to Influence - We need someone who can overcome objections and effectively demonstrate why we are the uniform, facilities, and first aid products supplier of choice.

    Required Qualifications:

    --At least 21 years of age

    --Valid driver’s license

    --Successfully pass Criminal Background, Motor Vehicle Record, and Drug Screen checks

    --Previous sales experience; OR completion of a college degree within the last 18 months; OR military service

    Preferred:

    --Business-to-business outside sales experience focused on new account generation

    --Strong presentation and communication skills

    --Intermediate proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

    --Experience with Customer Relationship Management Systems - Salesforce preferred

    WHY CHOOSE US?

    --Unlimited career growth potential

    --Competitive base salary, uncapped commission, and quarterly bonus opportunities

    --Monthly car allowance and gas card

    --Medical benefits available first day of employment

    --Recognized by Selling Power® as one of the 50 best companies to sell for

    --Named by Diversity Inc as a Top 50 company for Diversity

    \#indeed

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)


    Employment Type

    Full Time

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Sun City, AZ 85372
     Posted 1 day    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Surprise, AZ 85379
     Posted 1 day    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Account Executive Officer/Senior Underwriter – Northfield Brokerage
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted 1 day    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**

    Underwriting

    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $100,200.00 - $165,400.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    Northfield Excess & Surplus (E&S) Brokerage offers a wide array of insurance products to wholesale brokers. The Account Executive Officer (AEO), Northfield E&S Brokerage, will partner with wholesale brokers to provide primary general liability coverage for new business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of an assigned book of business.

    + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with wholesale brokers to market and sell Northfield products with a goal of writing accounts consistent with our risk appetite. Must be able to travel to such meetings.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

    + May assist in the training and mentoring of less experienced Account Executives.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Bachelor’s degree.

    + Six to eight years of relevant underwriting experience with experience in E&S lines.

    + Deep knowledge of E&S products and the local insurance market.

    + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

    + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

    + CPCU designation.

    **What is a Must Have?**

    + Four years of underwriting experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time


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