Insurance Advisor
hace 2 semanas
We are seeking a driven and passionate individual to join our team as a Remote Insurance Advisor. As a key member of our team, you will have the opportunity to positively impact families' lives and your own while enjoying the flexibility of a commission-based role.
Key Responsibilities:- Assessing the insurance needs of families remotely, focusing on mortgage protection and final expense coverage, as well as medical supplements, indexed universal life, and annuities.
- Presenting suitable insurance solutions via virtual meetings, ensuring clients understand their options.
- Building strong client relationships and delivering exceptional customer service remotely.
- Collaborating effectively with team members using online platforms to achieve sales goals and support company growth.
- Staying updated on industry trends and product knowledge to educate clients effectively using online resources and training materials.
- Maintaining accurate records of client interactions and transactions using remote work tools for organization and follow-up.
- Excellent communication skills and the ability to engage clients effectively in a remote setting.
- Comfortable presenting information virtually and on the phone, and utilizing online platforms for client interactions.
- Strong motivation and drive to succeed, managing time and productivity independently.
- Team player mentality with a willingness to contribute to team success using remote collaboration tools.
- Comfortable with technology and eager to learn relevant software and tools for remote work.
- Willingness to attend and participate in online training sessions to enhance remote work skills.
- Comprehensive training programs and ongoing support to ensure your success.
- Access to industry-leading producers and mentors for guidance and professional growth.
- Potential earnings of approximately $30,000 to $60,000 in your first year as a part-time agent, and $75,000 to $180,000 as a full-time agent following our proven sales system.
- Opportunity for commission increases based on performance and achievements.
- Flexible work schedule and the ability to work from home with provided virtual tools and resources.
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Strategic Advisor
hace 2 semanas
San Juan, San Juan, Puerto Rico Acumenian A tiempo completoAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team at Acumenian. As a key member of our advisory services team, you will play a critical role in delivering high-quality consulting services to our clients.Key ResponsibilitiesDevelop and implement recommendations to optimize organizational structure,...
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Chief Financial Officer
hace 2 semanas
San Juan, San Juan, Puerto Rico ExecHQ A tiempo completoExecutive CFO AdvisorAt ExecHQ, we're seeking a seasoned Chief Financial Officer to join our team of experienced executives. As a Financial Leadership Expert, you'll work closely with our principals to deliver tailored solutions to clients worldwide.Key ResponsibilitiesApply your expertise as a CFO to assist clients with leadership, turnarounds, and growth...
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Financial Services Coordinator
hace 2 semanas
San Juan, San Juan, Puerto Rico TruStage A tiempo completoJob Title: Financial Services CoordinatorAt TruStage, we're committed to making a brighter financial future accessible to everyone. We put people first, fostering a diverse and inclusive environment where employees and customers thrive. As a Financial Services Coordinator, you'll play a vital role in shaping our insurance, investment, and technology...
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Parts Advisor
hace 2 semanas
San Juan, San Juan, Puerto Rico Rivian A tiempo completoAbout RivianRivian is a pioneering company that's on a mission to keep the world adventurous forever. We're committed to building emissions-free Electric Adventure Vehicles and attracting curious, courageous souls to join our team. Our diverse backgrounds are united by a love of the outdoors and a desire to protect it for future generations.Role SummaryThe...
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Patient Access Financial Advisor
hace 2 semanas
San Juan, San Juan, Puerto Rico West Suburban Medical Center A tiempo completoJob SummaryAt West Suburban Medical Center, we are seeking a skilled Patient Access Financial Counselor/Cashier to join our team. This role is responsible for providing exceptional patient financial services, ensuring accurate insurance verification, and collecting patient liability in a timely and efficient manner.Key ResponsibilitiesReview patient...
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Finance Manager
hace 2 semanas
San Juan, San Juan, Puerto Rico Ryder System, Inc. A tiempo completoJob SummaryThe Finance Manager is responsible for the analytical review of all of the Finance and Accounting Support functions for a major field operation, including Inventory Management and Control, Financial Analysis and Planning, Financial Reporting, Accounts Payable, Accounts Receivable and Billing. This role will serve as the financial check and balance...
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Senior Financial Strategist
hace 19 horas
San Juan, San Juan, Puerto Rico ExecHQ A tiempo completoCompany OverviewExecHQ is a leading advisory firm that offers expert solutions for complex business problems faced by companies worldwide. Our team of seasoned executives with C-Suite experience delivers tailored services to meet the unique needs of our clients.Job SummaryWe are seeking a seasoned Chief Financial Officer to join our team as a consulting CFO...
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Chief Financial Officer
hace 5 meses
San Juan, Puerto Rico ExecHQ A tiempo completoCompany OverviewExecHQ® is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size from...
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Tax Senior
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like “accounting for income taxes,” “tax structuring,” and “tax controversy” peak your interest? If you answered “Yes” to any of these questions, you should consider a career in Deloitte’s Business Tax Services...
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Tax Manager
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like “accounting for income taxes,” “tax restructuring,” and “tax controversy” pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting services...
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Tax Sr Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply...
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Tax Manager
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply...
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Tax Senior-Financial Svcs-Global Infor Reporting
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply...
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Tax Senior – Financial Svcs – Mutual Fund Tax
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Mutual funds—Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What you’ll do As a Tax Senior you...
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Tax Manager
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Mutual funds—Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What you’ll do As a Tax...
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Tax Manager-Investment Mgmt
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you’re a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our...
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Tax Manager
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced...
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Tax Senior
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very...
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Tax Sr Manager-Financial Svcs-Mutual Fund
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Mutual funds—Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What you’ll do As a Tax...
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Tax Senior Manager
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you’re a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment...
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Tax Senior
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K,...
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Tax Sr Manager-Financial Svcs-Hedge Fund
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very...
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Tax Senior
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If you’re a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients,...