Azpipeline_org

Financial Services

Personal Financial Advisors

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

Salary Breakdown

Personal Financial Advisors

Average

$104,210

ANNUAL

$50.1

HOURLY

Entry Level

$50,280

ANNUAL

$24.17

HOURLY

Mid Level

$77,860

ANNUAL

$37.43

HOURLY

Expert Level

$105,440

ANNUAL

$50.69

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

59

Current Available Jobs

9,180

Projected job openings through 2024


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


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

Sales and Marketing

KNOWLEDGE

Administration and Management

SKILL

Speaking

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Active Listening

ABILITY

Oral Comprehension

ABILITY

Written Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • Lead Portfolio Manager (Campus locations available)
    USAA    Phoenix, AZ 85067
     Posted about 8 hours    

    **Purpose of Job**

    We are seeking a talented Portfolio Manager for either our San Antonio, Plano, Colorado Springs, Tampa or Phoenix facility.

    This role will be focused on establishing and updating the USAA Data Strategy, The Data & Analytics Enterprise Portfolio view and interacting with all levels of USAA D&A leaders and strategic partners (i.e. EPMO, Enterprise Integrated Planning, IT, etc.)

    Responsible for governing CoSA or local portfolios and ensuring compliance with applicable policies, procedures, standards, controls, and regulations. Partners with Executive Sponsors, Program Sponsors, business owners and additional stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, delivery, and benefits realization of work efforts.

    **Job Requirements**

    **About USAA**

    USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

    USAA Careers – World Class Benefits (https://www.youtube.com/watch?v=APwPQizcENY) (31 seconds)

    **Primary Responsibilities:**

    + Identifies and manages existing and emerging risks that stem from business activities and the job role.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

    + Follows written risk and compliance policies and procedures for business activities.

    + Oversees, governs and is accountable for local CoSA or local portfolio (i.e., Staff Agency Portfolio).

    + Accountable for completion of governance routines.

    + Accountable and responsible for overseeing the portfolio on an ongoing basis, to resolve and disseminate information.

    + Identifies, manages, and resolves systemic cross-work risks / issues and interdependency conflicts

    + Manages risk to overall portfolio and escalates issues as needed.

    + Ensures effective financial and resource management of overall portfolio, assisting in managing portfolio expenses to achieve business value.

    + Monitors work efforts for stale projects and need for resolution, including termination proposal if applicable.

    + Works with Enterprise Integrated Planning (EIP) to influence prioritization and sequencing of work efforts within portfolio, as applicable.

    + Monitors and makes decisions pertinent to scope changes as needed.

    + Reviews and resolves risk and issue escalations for portfolio, identifies need for escalations as needed.

    + Communicates regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.

    + Establishes and manages critical path by mapping out and managing work effort scheduling and interdependencies based on constraints and risks.

    + Reviews health and performance of portfolio regularly and identifies performance improvement opportunities.

    + Ensures compliance of Portfolio with company and regulatory policies and procedures.

    + Adheres to EPMO processes, procedures, controls, standards, tools and templates (as required).

    + Leverages existing change management routines as needed.

    + Drives the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management framework.

    **Minimum Requirements:**

    + Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree

    + 8 years of progressive program or portfolio management experience to include process improvement and/or consulting for large strategic efforts

    + Strong understanding of project, program and portfolio management and principles

    + Proficient in the full life cycle experience managing strategic and operational work efforts

    + Experience on portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies

    + 3 years SAFe methodology experience and well versed with Scaled Agile Framework’s Portfolio Management methodology

    + Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gain one within 6 months of placement

    When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.

    **Preferred Experience:**

    + PMI certification and\or Agile Certifications

    + Management of Enterprise level programs and portfolios

    + Development and management of program and portfolio capabilities maturity within a Program office

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **Compensation:**

    USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $106,800 - $192,300* (this does not include geographic differential it may be applied based on your work location)

    Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

    ***Geographical Differential:** Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.

    **Shift premium:** will be addressed on an individual basis for applicable roles that are consistently scheduled for non-core hours.

    **Benefits:**

    At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    Please click on the link below for more details.

    USAA Total Rewards (https://hrportal.ehr.com/usaa/Prospective-Employees)

    **Relocation** assistance is **not available** for this position.

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Account Executive
    U-Haul    Phoenix, AZ 85067
     Posted about 9 hours    

    Location:

    2727 N Central Ave, Phoenix, Arizona 85004 United States of America

    · The right individual will coordinate all facets of advertising projects in order to meet deadlines and achieve company objectives. Must have the ability to analyze and develop the advertising, promotion, and packaging needs for U-Haul products and services.

    · Responsible for managing project details and carrying projects through to completion via new and established media avenues such as: consumer advertising, brochures, signs, internet, social media, and other resources.

    · Analyze and develop the advertising, promotion, packaging and publicity needs for U-Haul products and services. Use good principals of advertising and promotion with respect to cost, resources, competition, vendors, media, trends, etc.

    · Coordinate the development of ideas and programs with creative, production and media staffs.

    · Assist the President in the presentation of ideas and programs to U-Haul management. Ensure that all projects and programs are consistent with U-Haul objectives, standards, and strategies.

    Requirements:

    Professional communication and presentation skills as well as working knowledge of prepress artwork, various printing methods, etc. Previous experience with advertising account management preferred. Must be able to take direction and work with tight deadlines for U-Haul products and services.

    Work Status:

    Full-Time

    AMERCO and its family of companies, including U-Haul, have strived to create a culture of health and wellness. As of February 1, 2020, and consistent with applicable state law, no AMERCO or U-Haul company will hire individuals in states where it may lawfully decline to hire individuals who use nicotine products. By continuing with this application, you are indicating that, if hired, you consent to nicotine screening in the future. This policy will not apply to team members hired before February 1, 2020.

    U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

    Since 1945, U-Haul has been serving do-it-yourself movers and their households. Like many other successful ventures, the concept for U-Haul was generated out of need. After World War II, there existed the widespread need for do-it-yourself moving equipment that would be available on a one-way, nationwide basis. U-Haul co-founders L.S. "Sam" Shoen and his wife, Anna Mary Carty Shoen, recognized that need and acted upon it. Their visionary approach spread the cost of ownership among many users, facilitating the mobility of the populations of the U.S. and Canada. The covered wagon of the pioneers morphed into orange U-Haul trailers. In the process, an industry was born.


    Employment Type

    Full Time

  • Financial Analyst
    PetSmart, Inc.    Phoenix, AZ 85067
     Posted about 9 hours    

    About the Team

    Our Finance team ensure we are accountable and on track to company strategies. Their responsibilities include forecasting, in-season management, and analysis across business units. From sales and margin to operations and expenses, our Finance team provides consistent, accurate information to cross-functional partners to support PetSmart's growth initiatives. The ideal candidate should possess the ability to work independently in a fast changing, competitive environment, on cross-functional teams, while participating in complex projects and providing unique insights.

    About the Job

    About the Culture

    Our home office offers outstanding amenities in a fun and rewarding workplace including:

    + Pet friendly environment, bring your pets to work!

    + A work-life balance and family events such as movie nights, art events and holiday festivals

    + “Top Dog” gym with equipment, fitness classes, massage therapists and personal trainers

    + “Sit & Stay” Café serving fresh breakfast and lunch options

    + Starbucks cart—productivity at its finest!

    + “Lil’ Paws” learning center and onsite daycare facility

    + Volunteer events with PetSmart Charities

    This job summary is intended to describe the general nature and level of work associates/leaders assigned to this job perform. It is not intended to include all duties and responsibilities. You will be provided a copy of a job description for the actual position you are hired in to.
    PetSmart is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national or ethnic origin, disabilty, as well as any other characteristic protected by federal, provincal or local law.
    Applicants must be over the age of 18.
    The employer will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the Los Angeles Fair Chance Initiative for Hiring.


    Employment Type

    Full Time

  • Business Banking - Operations Manager - Portfolio Management Center
    JPMorgan Chase    Phoenix, AZ 85067
     Posted about 9 hours    

    **Business Banking - Operations Manager**

    **Business/Department Overview**

    Engaged in the management of defaulted commercial loan and lease relationships which may include loan/lease products, working capital lines of credit, asset based lending, construction lending, leasing, commercial real estate, contractor financing, Small Business Administration guaranteed transactions.

    **Key position responsibilities include:**

    Oversight of managers and individuals, engaged in mitigating losses for the Firm

    + Implements and oversees Department credit policies and procedures designed to improve the overall quality of the assigned portfolio.

    + Manages the allocation of credits, resources, litigation, and outside counsel activity, to achieve maximum results.

    + Overseeing the contents and execution of sworn documents

    + Handling and solving escalated collections litigation and bankruptcy issues

    + Manages the unit's efforts to comply with all Fair Lending, CRA and other compliance regulations.

    + Implements and oversees credit policies and procedures designed to improve the overall quality of the assigned portfolio.

    **Required Experience:**

    + Bachelors Degree or equivalent work experience.

    + 7+ years of retail/commercial management experience

    + 7+ years of managerial experience with an emphasis on process management.

    + Expert knowledge of credit policy and other compliance regulations.

    + Financial statement analysis, accounting, economics & finance preferred

    + Strong Functional and Technical Skills: Customer focus, Analytical Skills, Leadership abilities, Negotiations skills, Process Management, Problem solving, Written and verbal communication, Decision Quality, Results Oriented, Conflict Management, Interpersonal Relations, Managerial Skills, PC Skills.

    **Collections Litigation Qualifications**

    + Prior Collections experience preferred.

    + Knowledge of legal processes related to litigation.

    + Excellent verbal and written communications skills.

    + Ability to collaborate with and influence various stakeholders.

    + Demonstrated ability to foster an open working environment.

    + Analytical and problem solving skills.

    + Ability to identify trends and improve processes for both the customer and the business.

    + Understanding of regulatory/legal landscape related to collections litigation.

    + Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws.

    Demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environmentChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • 4880 - Technology Account Executive, AZ
    Kelly Services    Phoenix, AZ 85067
     Posted about 9 hours    

    Kelly Services, Inc., a world leader in human resources solutions seeks a highly motivated Information Technology Account Executive. This individual will be accountable for business development including the following: territory management, lead identification and qualification, cold calling, setting appointments, creating and developing proposals and pricing models, making presentations, documenting customer agreements (e.g., contract, service agreement), closing sales through effective negotiation, documenting sales activities and may conduct business reviews. After the account has been sold, the Business Development Representative is responsible for partnering with the branch staff to ensure effective service delivery. Successful business development will result in cost-effective, quality solutions for our customers, a positive work environment and fair pay for our temporary employees, and, most importantly, increased market share and profitability for Kelly Services.

    **Responsibilities:**

    + Develop business with prospective strategic customers and penetration and retention of existing customers.

    + Possess a proven ability to develop business, build relationships, network, and communicate both orally and in writing.

    + Demonstrate a strong internal/external customer focus and personal leadership, and solid negotiation and presentation skills.

    + Collaborate effectively with all levels of management.

    + Adhere to the sales metrics and thresholds.

    + Remain current with competitive trends, staffing/human resource issues and market conditions and their effect on business.

    + Operating within company policy, exercises discretion and independent judgment in making decisions.

    + Build and maintain mutually beneficial business relationships not only with decision-makers and end users at current and prospective customers, but also with community leaders and representatives from relevant business associations (e.g., Society of Human Resource Managers).

    **Requirements:**

    + Bachelors Degree in IT, Technology

    + Experience in business to business sales or relevant Information Technology experience.

    + 3+ years of sales experience in the Technology Solutions industry required; IT/business to business sales capacity.

    + Staffing industry experience preferred

    + Proven ability to develop business; build consultative relationships; thrive in a team environment and have effective networking skills.

    + Must be a top performer.

    + Demonstrate a strong internal/external customer focus, positive personal leadership and drive, and solid negotiation and presentation skills.

    + Driven to succeed – solutions oriented.

    + Excellent verbal/written communications and interpersonal skills.

    + Intermediate proficiency in: Word, Excel, PowerPoint, and Web-based graphical user interfaces (GUIs)

    **What’s in it for you?**

    Kelly takes pride in supporting the whole person, their family and their future. We understand that in order to thrive, we have to build lasting relationships and provide our employees with endless possibilities for growth. At the end of the day, we know that work is more than making a living – it’s about making a life.

    **Additional Benefits:**

    Healthcare – Medical, Dental, Vision

    401(k) Match

    Paid Time Off

    Vacation Purchase Program

    Tuition Reimbursement

    PerkSpot – Personal Online Discount Program

    **About Kelly Services®**

    Kelly connects talented people to companies in need of their skills in areas including Science, Engineering, Education, Office, Contact Center, Light Industrial, and more. We’re always thinking about what’s next in the evolving world of work (https://careers.kellyservices.com/) , and we help people ditch the script on old ways of thinking and embrace the value of all workstyles in the workplace. We directly employ nearly 500,000 people around the world, and we connect thousands more with work through our global network of talent suppliers and partners in our outsourcing and consulting (https://www.kellyocg.com/) practice.

    Kelly Services (https://www.kellyservices.com/) is an equal opportunity employer committed to employing a diverse, equitable and inclusive workforce, including, but not limited to, race, gender, individuals with disabilities, protected veterans, sexual orientation and gender identity. Equal Employment Opportunity is The Law.

    \#LI-DNP

    \#SETT


    Employment Type

    Full Time

  • 4880 - Technology Account Executive, AZ
    Kelly Services    Phoenix, AZ 85067
     Posted about 9 hours    

    Kelly Services, Inc., a world leader in human resources solutions seeks a highly motivated Information Technology Account Executive. This individual will be accountable for business development including the following: territory management, lead identification and qualification, cold calling, setting appointments, creating and developing proposals and pricing models, making presentations, documenting customer agreements (e.g., contract, service agreement), closing sales through effective negotiation, documenting sales activities and may conduct business reviews. After the account has been sold, the Business Development Representative is responsible for partnering with the branch staff to ensure effective service delivery. Successful business development will result in cost-effective, quality solutions for our customers, a positive work environment and fair pay for our temporary employees, and, most importantly, increased market share and profitability for Kelly Services.

    **Responsibilities:**

    + Develop business with prospective strategic customers and penetration and retention of existing customers.

    + Possess a proven ability to develop business, build relationships, network, and communicate both orally and in writing.

    + Demonstrate a strong internal/external customer focus and personal leadership, and solid negotiation and presentation skills.

    + Collaborate effectively with all levels of management.

    + Adhere to the sales metrics and thresholds.

    + Remain current with competitive trends, staffing/human resource issues and market conditions and their effect on business.

    + Operating within company policy, exercises discretion and independent judgment in making decisions.

    + Build and maintain mutually beneficial business relationships not only with decision-makers and end users at current and prospective customers, but also with community leaders and representatives from relevant business associations (e.g., Society of Human Resource Managers).

    **Requirements:**

    + Bachelors Degree in IT, Technology

    + Experience in business to business sales or relevant Information Technology experience.

    + 3+ years of sales experience in the Technology Solutions industry required; IT/business to business sales capacity.

    + Staffing industry experience preferred

    + Proven ability to develop business; build consultative relationships; thrive in a team environment and have effective networking skills.

    + Must be a top performer.

    + Demonstrate a strong internal/external customer focus, positive personal leadership and drive, and solid negotiation and presentation skills.

    + Driven to succeed – solutions oriented.

    + Excellent verbal/written communications and interpersonal skills.

    + Intermediate proficiency in: Word, Excel, PowerPoint, and Web-based graphical user interfaces (GUIs)

    **What’s in it for you?**

    Kelly takes pride in supporting the whole person, their family and their future. We understand that in order to thrive, we have to build lasting relationships and provide our employees with endless possibilities for growth. At the end of the day, we know that work is more than making a living – it’s about making a life.

    **Additional Benefits:**

    Healthcare – Medical, Dental, Vision

    401(k) Match

    Paid Time Off

    Vacation Purchase Program

    Tuition Reimbursement

    PerkSpot – Personal Online Discount Program

    **About Kelly Services®**

    Kelly connects talented people to companies in need of their skills in areas including Science, Engineering, Education, Office, Contact Center, Light Industrial, and more. We’re always thinking about what’s next in the evolving world of work (https://careers.kellyservices.com/) , and we help people ditch the script on old ways of thinking and embrace the value of all workstyles in the workplace. We directly employ nearly 500,000 people around the world, and we connect thousands more with work through our global network of talent suppliers and partners in our outsourcing and consulting (https://www.kellyocg.com/) practice.

    Kelly Services (https://www.kellyservices.com/) is an equal opportunity employer committed to employing a diverse, equitable and inclusive workforce, including, but not limited to, race, gender, individuals with disabilities, protected veterans, sexual orientation and gender identity. Equal Employment Opportunity is The Law.

    \#LI-DNP

    \#SETT


    Employment Type

    Full Time

  • CSDR Financial Analyst
    BAE Systems    Phoenix, AZ 85067
     Posted about 10 hours    

    **Job Description**

    Responsible for supporting a comprehensive Cost and Software Data Reporting (CSDR) process inclusive of internal analysis and reviews of formal DoD customer deliverables for content quality and completeness while utilizing associated templates, tools and reporting software as needed. Will promote discipline and consistency within CSDR submissions and other government reporting. Will assess process improvement opportunities and drive to incorporate. Additional CSDR duties include:

    + Collaborate with program execution teams to understand CSDR deliverables and drive critical analysis and thinking for consistent, accurate and on-time deliverable reporting

    + Establish and enforce effective internal controls for content quality and completeness through established procedures, tools and templates

    + Support external government audits on program deliverables and overall CSDR processes and procedures

    + Develop solid understanding of software application (C*Cert) utilized to prepare CSDR reporting and support application management as needed

    + Support cross functional initiatives to continue CSDR process improvements

    + Drive use of data analytics using CSDR data

    + Build collaborative working relationships with internal and external customers

    Along with CSDR responsibilities, other duties will include supporting and collaborating with Business Systems and Solutions (BS&S) Planning Monitoring & Control (PM&C) Manager and the Program Management Office (PMO) and program execution teams helping to ensure the success of business and program execution objectives through effective project controls. Other responsibilities include:

    + Actively support and/or participate in Planning, Monitoring, and Control Council (PM&CC) Working Groups to elevate CMS project controls and ensure individual efforts drive improvements forward consistent with other initiatives

    + Develop, coordinate and conduct both small and large scale training to close knowledge and skill gaps. Work with internal subject matter experts that can help design course/class work

    + Maintain familiarity with industry practices, trends and applications to enhance the organization's capabilities

    + Maintains a safe work environment and ensures compliance with safety objectives and policies

    + Shares responsibility of self-development with immediate supervisor

    This position has the ability to work remotely or at any of the major Combat Mission System facilities.

    **Required Education, Experience, & Skills**

    + Bachelor's Degree, plus at least 6 years relevant work experience or additional relevant work experience in lieu of degree

    + Knowledge in CSDR and familiarity with associated deliverables

    + Knowledge in Earned Value Management (EVM) concepts, processes and tools

    + Ability to communicate effectively both orally and in writing

    + Ability to develop and maintain professional and effective relationships with internal and external customers

    + Expertise in Microsoft Office suite (especially Microsoft Excel)

    **Preferred Education, Experience, & Skills**

    + Ability to exercise discretion and independent judgment

    + Good planning, time management and organization skills

    + Ability to make decisions using sound judgment while complying with policies, procedures, appropriate principles and applicable state and federal laws and regulations

    + Experience with MRP systems

    + Experience with project management

    **CSDR Financial Analyst**

    **71291BR**

    EEO Career Site Equal Opportunity Employer. Minorities . females . veterans . individuals with disabilities . sexual orientation . gender identity . gender expression


    Employment Type

    Full Time

  • Account Executive, Mid-Market
    Apploi Corp    Phoenix, AZ 85067
     Posted about 10 hours    

    The Role

    Working in a fast-paced, innovative environment, the Account Executive, Mid-Markets will be empowered to prospect, forecast, plan, and sell the Apploi platform to organizations within the post-acute care industry. Reporting to the Senior Director of Sales, this role will help us deepen our relationships and reach within skilled nursing facilities, assisted living facilities, and other healthcare organizations.

    The ideal candidate has experience selling to the healthcare industry. This person has a successful sales track record and can manage the entire sales cycle from forecasting, planning, and prospecting to presenting, contract negotiation, and closing.

    What You’ll Do:

    + Prospect, initiate and nurture business relationships to generate new business opportunities within the long-term care space

    + Utilize social selling and networking (personal and company) to make connections with contacts at target accounts

    + Prepare and present product demonstrations

    + Perform outbound activities to build revenue pipeline

    + Target key decision-makers determine buying readiness and timelines

    + Capture and manage information/data/metrics in our CRM system (Pipedrive)

    + Attend trade shows, events, and conferences

    Who You Are:

    + At least 2 years experience selling SaaS (Healthcare Industry a plus)

    + Excellent communication skills, both verbal and written

    + Proven experience in accurately forecasting and hitting revenue targets

    + Desire to work in a fast-paced start-up environment

    + Strong work ethic, integrity, and desire to succeed

    + Adaptability to new initiatives

    Perks and Benefits:

    + Competitive pay

    + Work remotely

    + Comprehensive benefits package

    + Fun, collaborative, and energetic team environment


    Employment Type

    Full Time

  • Financial Analyst - Phoenix, AZ
    Lincare Holdings    Phoenix, AZ 85001
     Posted about 23 hours    

    The Financial Analyst provides reporting and financial analysis for the Corporate line of business as well as other members of the senior management team. Essential Duties and Responsibilities include the following. Other duties may be assigned. * Prepare the annual financial budget and provide monthly variance analysis to budget. * Prepare monthly financial forecasts and provide monthly variance analysis to forecast. * Present and discuss reports to business managers of all levels both orally and in writing; * Prepare ad-hoc financial analysis for diverse business requirements. * Participate in process improvement/automation projects relating to primary accounting/finance functions as well as to represent finance in wider corporate projects. * Design and implement new and enhanced reporting products to meet the needs of management. Education/Experience: * Bachelor's degree required. B.A. in finance, or accounting required. * Minimum of 1-2 years' experience in finance, or accounting required. * General knowledge of GAAP. * Strongproficiency in Excel (Advanced) required, experience with Microsoft Dynamics GP, and Tableau preferred. * Must have strong interpersonal, communication and organizational skills. * Experience with multi-location business preferred.User Supplied Image


    Employment Type

    Full Time

  • Employee Benefits Account Executive
    CBIZ    Phoenix, AZ 85001
     Posted about 24 hours    

    Status Category:

    Full-Time

    Exempt/Non-Exempt:

    Exempt

    Scheduled Hours Per Week:

    40

    Job Code:

    BI0130

    With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

    CBIZ has been honored to be the recipient of several national recognitions:

    * 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work
    * 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
    * Top 101 2020 Best and Brightest Companies to Work For in the Nation
    * 2020 Healthiest 100 Workplace in America
    * 2021 Top Workplaces USA

    CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

    Essential Functions and Primary Duties


    * Build and maintain client relationships, meeting specified client retention goals
    * Coordinate and direct assigned client activities within client services team
    * Develop strong understanding of the clients' business and strategic priorities
    * Develop and execute the renewal and/or marketing strategy in accordance with client instructions
    * Manage new client implementation process
    * Execute solid analysis, delivering creative and practical solutions for clients
    * Lead and coordinate the evaluation of marketing
    * Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
    * Negotiate renewal action with carriers based on client needs
    * Educate clients on applicable legislation and market trends
    * Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
    * Participate in RFP process and finalist presentations
    * Identify and propose additional services to existing clients
    * Ensure compliance with all regulatory guidelines
    * Additional responsibilities as assigned

    Preferred Qualifications


    * Bachelor's Degree
    * Life, Accident and Health Insurance License
    * Experience with Fully-Insured, Self-Insured, Level Funded groups

    Minimum Qualifications


    * High School Diploma or GED required
    * Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
    * Must maintain current required licenses and certifications relevant to field of expertise
    * Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
    * Expertise in managing clients with alternative funding arrangements
    * Proficient use of applicable technology
    * Expert knowledge of state and federal legislation
    * Sets priorities and manages work flow to ensure efficient, timely, and accurate deliverables
    * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
    * Advanced problem solving and critical thinking skills
    * Must be able to travel based on client and business needs

    CBIZ.Jobs Category: Benefits & Insurance

    REASONABLE ACCOMMODATION

    If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

    EQUAL OPPORTUNITY EMPLOYER

    CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

    PAY TRANSPARENCY PROTECTION NOTIFICATION

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    Employment Type

    Full Time


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