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Aaron's

<div>Customer Accounts Advisor
<div>
The salary range for this role is $13.25 to $14.00 per hour/annually*. This position is also eligible for incentive pay based on performance.</div> 
<div></div>
<div>
Aaron&rsquo;s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 
 
Skills for Success 
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron&rsquo;s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 
 
The Work</div> 
<ul>
<li>Attainment and upkeep of customers&rsquo; accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.</li>
<li>Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone</li>
<li>Sell customers on the benefits of timely lease agreement renewal payments</li>
<li>Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals</li>
<li>Assist with merchandise returns and guest deliveries as directed by management</li>
<li>Clean and certify merchandise in the Quality Assurance Center for all items personally returned</li>
<li>Complete and maintain weekly vehicle maintenance sheet and route sheets daily</li>
<li>Load, secure and protect product in company vehicle</li>
<li>Safely operate company vehicle</li>
<li>Assist the Sales Team as needed</li>
<li>Any reasonable duties requested by management</li>
</ul>
Requirements
<ul>
<li>United States at least 21 years old with a valid state Driver&rsquo;s License and compliance with the Company&rsquo;s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
</li><li>Must meet DOT requirements to obtain certification in required states (United States)</li>
<li>Ability to work schedule of hours varying from 8 am to 9 pm</li>
<li>Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly</li>
<li>Two years of retail/customer service experience preferred</li>
<li>High School diploma or equivalent preferred</li>
<li>Excellent interpersonal and communication skills</li>
<li>High energy with the ability to effectively perform all functions of the store and multitasking effectively</li>
<li>Proper telephone etiquette</li>
<li>Uphold the Aaron&rsquo;s Brand and protect company assets</li>
<li>Maintain a professional appearance</li>
<li>Proficient computer skills</li> 
</ul>
<div><div>Aaron&rsquo;s Total Rewards</div>
</div>
<div><div>Our team members are our greatest asset. As an expression of our appreciation, Aaron&rsquo;s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:</div>
</div>
<div><ul><li>Paid time off, including vacation days, sick days, and holidays</li>
</ul></div><div><ul><li>Medical, dental and vision insurance</li>
</ul></div><div><ul><li>401(k) plan with contribution matching</li></ul></div> 
<div>
<div></div><div><ul><li>Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee&rsquo;s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company&rsquo;s sole discretion, consistent with the law.</li></ul></div><div> 
<div>
</div></div><div><div><div>**Benefits vary based on FT and PT employment status.</div></div></div></div></div><div></div>

Customer Accounts Advisor

World Insurance Associates, LLC

<div>World Insurance Associates (&ldquo;World&rdquo;) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions. 
 
Insurance Sales Producer - Personal Lines Client Advisor 
Position Overview 
World&rsquo;s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households.You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World&rsquo;s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client&rsquo;s risk and financial needs.Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. 
 
Primary Responsibilities<ul><li>
Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts</li><li>
Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners</li><li>
Serve as a trusted advisor by understanding clients&rsquo; lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions</li><li>
Execute sales and marketing strategies&mdash;supported by World&rsquo;s extensive corporate marketing resources&mdash;to move prospects through the sales funnel to close</li><li>
Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability</li><li>
Utilize World&rsquo;s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate</li></ul>
Qualifications<ul><li>
Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals</li><li>
Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner</li><li>
Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes</li><li>
Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business</li><li>
It is meaningful, but not mandatory, if you have:<ul><li>
Experience selling personal insurance through a top brokerage or private client group</li><li>
Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)</li><li>
Experience building and presenting professional client proposals or coverage presentation</li></ul></li></ul>
Compensation 
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. 
 
Equal Employment Workforce and Workplace 
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World&rsquo;s employees and World&rsquo;s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World&rsquo;s business. 
 
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&rsquo;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&rsquo;s Talent team. 
 
#LI-ET1
6bpbZySS7h</div>

Sales Executive - Personal Lines/ High Net Worth

Bessemer Trust

<div>At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include:
<ul>
<li>Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals</li>
<li>Optimum screening of incoming communications and routing for timely action and follow-up.</li>
<li>Professional communication with both internal and external contacts, including significant prospect and client relationships.</li>
<li>Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.</li>
<li>When appropriate collaborate with the ACAs to create presentation books for clients and prospects.</li>
<li>Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.</li>
<li>Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.</li>
<li>Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.</li>
<li>Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce.</li>
<li>Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.</li>
<li>Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.</li>
<li>Process expense reports and book travel for all members of the CA Team.</li>
<li>Assist with physical client mailings, including preparing and sending documents via FedEx or other courier services, ensuring timely and secure delivery</li>
<li>Compile information and organize CA Team's responses to Compliance and Audit-related requests.</li>
</ul>
Client Service Responsibilities (as directed by the CA Team):
<ul>
<li>Handle routine communication with clients and their advisors via telephone, email and fax.</li>
<li>Document written and verbal communication with clients and their advisors in Salesforce.</li>
<li>Assist the client advisory team with preparing charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.</li>
<li>Pull basic information from Bessemer systems (ATLAS) to update spreadsheets for clients.</li>
<li>File correspondence and other documents in internal databases.</li>
<li>Create documentation of client correspondence for tracking purposes.</li>
</ul>
Account Administration Responsibilities (as directed by the CA Team):
<ul>
<li>Work with Client Administration Support (CAS) to open accounts and coordinate with outside agents the transfer of assets to Bessemer.</li>
<li>Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.</li>
<li>Process client remittances.</li>
<li>Work with the client's CPA to assist in gathering tax information and cutting tax checks when applicable.</li>
<li>Anticipate when an overdraft can occur and prevent it by bringing the information to the team's attention.</li>
<li>Supervise and pay client bill payments.</li>
</ul>
Wealth Advisor Support Responsibilities (as directed by the Wealth Advisor Team):
<ul>
<li>Assist wealth advisor team with their efforts to communicate with prospects and centers of influence (COIs)</li>
<li>Coordinate event planning logistics and budgeting for wealth management and COI events (as needed)</li>
<li>Provide general assistance and support with logistics and communications of marketing, event planning and business development efforts</li>
<li>Print, bind and distribute client/prospect meeting books (as needed)</li>
</ul>
Management and Office Support Responsibilities (as directed by the Regional Director):
<ul>
<li>Complete and handle all travel arrangements and reservations for Regional Director and Senior Client Advisors</li>
<li>Lead and coordinate with reviewing, updating and submitting expense reports for Regional Director and Senior Client Advisors</li>
<li>Assist office manager by providing back-up coverage (as needed)</li>
<li>Assist with updating and extracting key information in Salesforce</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's Degree Required.</li>
<li>3+ years of experience as an administrative assistant, preferably within a bank supporting a team.</li>
<li>Ability to work well in a team environment.</li>
</ul>
About Bessemer Trust
<div>
<div>Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
<ul>
<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.</div></div></div>

Executive Assistant - Client Advisory

<div>World Insurance Associates (&ldquo;World&rdquo;) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions. 
 
Insurance Sales Producer - Commercial Lines Client Advisor 
Position Overview 
World&rsquo;s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World&rsquo;s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. 
 
Primary Responsibilities<ul><li>
Identify, prospect, and cultivate new business, with a focus on commercial accounts</li><li>
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing</li><li>
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential</li><li>
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.</li></ul> 

Qualifications<ul><li>
Must have proven experience with a range of insurance solutions to bring value to clients</li><li>
Must be willing to become each client&rsquo;s trusted risk management advisor and bring the entire World platform to each client (P&amp;C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)</li><li>
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
</li><li>It is meaningful, but not mandatory, if you have:<ul><li>
Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company&rsquo;s training program;</li><li>
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and</li><li>
Built and presented client &ldquo;pitch decks&rdquo; / presentations.</li></ul></li></ul> 

Compensation 
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. 
 
Equal Employment Workforce and Workplace 
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World&rsquo;s employees and World&rsquo;s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World&rsquo;s business. 
 
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&rsquo;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&rsquo;s Human Resources Talent Department. 
 
#LI-MS1 

EURQRN2T3X</div>

Sales Executive - Commercial Lines

Auto Exam, Inc.

Job Title: Auto Warranty Claims Adjuster Company: Vision Warranty CorporationVision Warranty Corporation is looking for a detail-oriented and dependable Auto Warranty Claims Adjuster to join our team. This role is responsible for reviewing vehicle service contract claims, verifying coverage, and working with repair facilities to support timely and accurate claim decisions.If you&rsquo;re a service advisor, this is a strong next step.You&rsquo;ll use your automotive knowledge every day without standing at a counter, handling walk-in customers, or dealing with the day-to-day pressure of the service lane.This role offers a more structured and predictable environment:<ul><li>No face-to-face customer interaction</li><li>No need to work closely with technicians on the shop floor</li><li>Less back-and-forth between advisors and techs</li><li>No long dealership hours or weekend grind</li></ul>The right candidate is organized, communicates clearly, and can balance customer service with sound claims judgment.Key Responsibilities<ul><li>Review and process auto warranty and vehicle service contract claims</li><li>Verify contract coverage, repair details, and claim eligibility</li><li>Communicate with repair facilities, customers, and internal teams regarding claim status and approvals</li><li>Negotiate parts and labor when needed to ensure fair and accurate claim settlements</li><li>Document claim activity clearly and thoroughly in internal systems</li><li>Identify claim trends, discrepancies, or concerns and escalate when appropriate</li><li>Maintain productivity, accuracy, and service standards in a fast-paced environment</li><li>Support positive relationships with customers, dealerships, and repair shops</li></ul>Qualifications<ul><li>Experience in automotive claims, service advising, warranty administration, or automotive repair required</li><li>Strong knowledge of vehicle components and repair processes</li><li>Ability to read repair orders, estimates, and service contracts</li><li>Strong decision-making and problem-solving skills</li><li>Excellent verbal and written communication</li><li>High attention to detail and strong organizational skills</li><li>Comfortable working with claims systems, phone communication, and computer-based tasks</li><li>High school diploma or equivalent required</li></ul>Preferred Qualifications<ul><li>Experience with vehicle service contracts or extended warranty claims</li><li>Background in dealership service, mechanical repair, or claims adjusting</li><li>Bilingual skills are a plus</li></ul>What We Offer<ul><li>Competitive pay</li><li>Health and benefits package</li><li>Paid time off</li><li>Supportive team environment</li><li>Opportunity for growth within a growing company</li></ul>About Vision Warranty Corporation Vision Warranty Corporation is committed to delivering reliable protection products and strong service to our partners and customers. We take pride in providing responsive support, practical solutions, and a high standard of integrity in every interaction.To Apply Please submit your resume and relevant experience for consideration.Pay: $25.00 - $28.00 per hourBenefits:<ul><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Auto Warranty Claims Adjuster

Intrua Financial

<div>
 
 Description
 
 
 
 
 Larson Financial Group
 
 is seeking a
 
 Director of Investments
 
 to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.
 
 
 
 Oversight &amp; Leadership
 
 
 
 <ul>
 <li>
 Build, guide, and manage the investment research team.
 
 
 </li>
 </ul>
 
 Investment Management
 
 
 
 <ul>
 <li>
 Supervise and optimize the options overlay program.
 </li>
 <li>
 Supervise the equity SMA program
 </li>
 <li>
 Oversee asset allocation strategies across client portfolios.
 </li>
 <li>
 Provide strategic input on portfolio construction, risk management, and performance monitoring.
 </li>
 <li>
 Manage held-away assets integration and oversight.
 
 
 </li>
 </ul>
 
 Communication &amp; Representation
 
 
 
 <ul>
 <li>
 Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way.
 </li>
 <li>
 Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning.
 </li>
 <li>
 Collaborate with marketing to produce investment-related materials for client and advisor use.
 
 
 </li>
 </ul>
 
 Team &amp; Platform Development
 
 
 
 <ul>
 <li>
 Manage, mentor, and grow the trading and research teams.
 </li>
 <li>
 Partner with leadership to expand and refine unique, proprietary investment programs.
 </li>
 <li>
 Drive innovation in internal systems, reporting, and investment solutions.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Previous leadership experience managing an investment platform at a mid-sized RIA.
 </li>
 <li>
 Direct experience working with independent advisors.
 </li>
 <li>
 Strong track record managing asset allocation strategies and investment operations.
 </li>
 <li>
 Proven people management experience with ability to build and inspire teams.
 </li>
 <li>
 Hands-on experience with:
 </li>
 <ul>
 <li>
 Orion, Black Diamond, or similar portfolio management systems
 </li>
 <li>
 Schwab or similar custodial platforms
 </li>
 <li>
 Microsoft Excel (advanced proficiency)
 </li>
 </ul>
 <li>
 Familiarity with Bloomberg or FactSet (not required but highly advantageous).
 </li>
 <li>
 Demonstrated ability to balance strategic vision with operational execution.
 
 </li>
 </ul>
 
 Ideal Candidate Profile
 
 
 
 <ul>
 <li>
 An entrepreneurial, growth-minded leader with strong drive and initiative.
 </li>
 <li>
 Comfortable navigating complexity while keeping execution crisp and disciplined.
 </li>
 <li>
 Adept at both high-level strategy and hands-on problem-solving.
 </li>
 <li>
 Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
 </li>
 <li>
 Brings a proven history of scaling investment programs and building operational excellence.
 
 
 </li>
 </ul>
 
 Why Join Us?
 
 
 
 This is an opportunity to step into a leadership role at a
 
 fast-growing RIA platform
 
 where your expertise and vision will directly shape the firm&rsquo;s trajectory. You&rsquo;ll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
 
 
 
 Larson Offers a Generous Employee Benefits &amp; Perks Package
 
 
 
 <ul>
 <li>
 Profit Sharing Bonus Program
 </li>
 <li>
 401(k) Employer Match up to 4%
 </li>
 <li>
 Medical Insurance (HDHP HSA plans are 100% paid for the employee)
 </li>
 <li>
 ER PD Telehealth
 </li>
 <li>
 Dental Insurance
 </li>
 <li>
 Vision Insurance
 </li>
 <li>
 ER PD Life, Disability &amp; EAP Insurance
 </li>
 <li>
 Supplemental Insurance
 </li>
 <li>
 Paid time Off (112 hours after 90 days)
 </li>
 <li>
 Holiday Pay (12 Holidays)
 </li>
 <li>
 Training &amp; Education
 </li>
 <li>
 ER Events, Awards, Activities
 
 
 </li>
 </ul>
 PIc38d35b3125b-25448-38640085
</div>

Director of Investments

Medline Industries

<div>Job Summary
Under general supervision, manage the relationship with existing accounts. Responsible for managing a book of business for existing accounts and generating revenue on assigned accounts. Serve as the primary interface for all products and services and create demand for the organization's products and services. Build and maintain effective long-term relationships with a defined customer base to ensure a high level of customer satisfaction.
Job Description
MAJOR RESPONSIBILITIES:
<ul><li>Review accounts, sell new business to existing accounts and convert accounts to a higher level. May also be responsible for new account installation.
</li><li>Create demand for the organization's products and services by working with National &amp; Regional accounts.
</li><li>Build and maintain sales territory of smaller accounts, located in secondary &amp; tertiary markets focusing on sales and customer relationships.
</li><li>Conduct regular status and strategy meetings with the customers to understand their needs and link them to the organization's product/service strategies.
</li><li>Coordinate sales forecasts with internal team. Manage co-op accruals and set-up new customers into Medline's systems.
</li><li>Create new products to sell to our existing and new customers.
</li><li>Increase the revenue spend per account.
</li></ul>Medline offers a business casual, entrepreneurial work environment with strong growth potential, a competitive compensation package, and a complete benefits package including medical/dental/vision/life insurance; 401(k) with company match. And much more!
Education:
<ul><li>Bachelor&rsquo;s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience.
</li></ul>Additional:
<ul><li>Intermediate skill level in SAP.
</li><li>Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). 
</li></ul> 
The anticipated compensation for this role includes a first year guarantee of $100,000 with the potential to earn more. This position includes a $75,000 minimum base salary and is eligible for 100% commission/Spiffs. This role is bonus-eligible. Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We&rsquo;re dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.</div>

Medical Sales Account Manager - Physician Office

Explore 467+ Customer accounts advisor in Houston this April. Find roles across top companies and apply now to boost your career.