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Accounting / Finance Jobs
Full Time
9/17/2024
Lynn, MA 01903
(30.3 miles)
Financial Representative Trainee - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 502878Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee -Phoenix, AZ Arizona | 502866 Summer 2025 Graduate Data Science Intern - Remote Remote, Nebraska | 503346 Financial Representative Trainee - Denver, CO Colorado | 502864
Full Time
8/29/2024
Wolfeboro, NH 03894
(38.2 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsFinancial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/20/2024
Newmarket, NH 03857
(6.8 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/7/2024
Woburn, MA 01801
(39.3 miles)
Are you ready to lead and inspire in the world of construction and restoration BluSky Restoration is looking for a dynamic Construction Project Director to successfully carry our projects across the finish line. This role is at the heart of our operations, combining expertise in estimating, sales, and project management to deliver exceptional results. This high-paying career opportunity offers uncapped commission potential, a base salary of $70,000 - $100,000, and an OTE of $70,000 - $200,000. At BluSky, you'll engage with diverse and creative projects that challenge and reward you, providing ample avenues for professional growth and development. Join a supportive, collaborative team where your expertise is valued and your contributions are recognized. As the quarterback of each project, you'll steer it from inception to completion. You'll collaborate closely with property owners and managers across various sectors, including commercial, multifamily, senior living, healthcare, hospitality, and residential. Your work will have a real impact, restoring and renovating properties damaged by disasters and making a difference in communities. If you're passionate about construction and excited to take on a leadership role, we want to hear from you! Principal Accountabilities: Sales: Achieve sales goals, negotiate contracts, and convert opportunities.Revenue: Oversee revenue production, ensure timely billing, and collaborate with project teams.Profit Margins: Manage project budgets, improve profitability, and monitor costs.AR & Collections: Set AR expectations, perform collection calls, and maintain a DSO of =75 days.Project Management: Close leads, maintain client communication, and document in CRM.Business Development: Attend meetings and events, entertain clients, and partner with the VP for sales.Estimating: Use sketching and Xactimate technology for accurate project estimates.Customer Satisfaction: Communicate with key partners, set expectations, and ensure project updates.Internal Coordination: Collaborate with Mitigation, Reconstruction, Business Development, and Project Accounting teams Why You'll Love Working for Us: BluSky offers a competitive base salary, a bonus plan for qualified positions, auto allowance, and a comprehensive benefits package that includes: a matching 401(k) plan, health insurance (medical, dental, and vision), paid time off, disability, equipment appropriate to the position (i.e., laptop, smartphone, etc.), and corporate apparel allowance.We also offer extended benefits such as: Working Remotely, Employee Assistance Program, Accident & Critical Illness Coverage, LegalShield, Professional Development, Paid Referral Program, and more. What We Need: 5+ years in marketing/business development and sales in the restoration or construction industry with a solid track record of sales growth.Extensive construction estimating and catastrophe experience.Intermediate Microsoft Office skills and Xactimate (and other estimating software) proficiency preferred.OSHA 10/30, CPR, and First Aid certifications preferred.Ability to attend Business Development networking functions 2-3 evenings a weekMinimal out of state travel is required. Some out-of-area and overnight travel may be expected for training, meetings, or jobs.Bachelor's degree or equivalent experience preferred. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Full Time
9/17/2024
Danvers, MA 01923
(33.9 miles)
Full Time
9/13/2024
Townsend, MA 01469
(41.3 miles)
Assembles orders and prepares goods for shipment. Records shipment data, including weight, charges, and space availability. Receives and unpacks materials and supplies. Reports damages and discrepancies for accounting, reimbursement and record-keeping purposes. Acts as primary and often sole contact for shipping and receiving. Completes shipping and receiving reports. Performs under general direction contributing to company quality and service commitments within the areas of shipping and receiving.Maintain vendor and internal department relationships to ensure communication of shipping/mailing issues.Operates UPS shipping equipment & prepares packages for pickup.Accurately complete mailing paperwork, QC and manage mailing jobs, Ship customer proofs.Maintain inventory of shipping materials and supplies. Completes cycle counts and fills replenishments.Delivers/routs items to departments or delivery locations. May deliver roll stock to presses.Process required customer returns and coordinates inter-plant returns of product or equipment.Resolve all tasks and responds to notes assigned to shipping (such as freight shipping quotes, split ship requests, special handling etc.) in a timely manner, documenting all steps.Work with various computer programs such as SAP, WM (Warehouse Materials), Lotus Notes, Excel, RF Radios, Scanners, DSI, and Keywill, entering tracking numbers/proofs/other data etc.Safely operate pallet jack, forklift, Vaculux, T-wrapper, Roll Clamp Truck, RC Trucks, TSP Trucks and banding equipment.Complete end of day transactions in Ship It and KeywillBasic Qualifications (BQs)Education and Experience:HS/GED plus 1-year inventory control/cycle counting experience. Proficient with Microsoft Office Suite.Intermediate to advance skills with SAP. Experience with life equipment (Reach Lift, Order Picker, electric pallet jack and counterbalance.Preferred Qualifications (PQs):Education and Experience:HS/GED plus 2-years inventory control/cycle counting experience. Strong attention to detail. Ability to follow directions. Ability to compare and verify paper documents to system and physical product.Additional Basic Qualifications:Must be 18 years of age or olderDeluxe Corporation is an Equal Opportunity / Affirmative Action employer:All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.EOE/Minorities/Females/Vet/DisabilityPlease view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to .
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Full Time
8/28/2024
North Andover, MA 01845
(24.5 miles)
$65,000 to $75,000 / yrPlus Commissions
American Gas Products imageAmerican Gas Products (AGP) is looking for Outside Sales Representatives to join their team. You will be responsible for AGP gas products and appliance offerings that complements existing propane business operations. This position will oversee product offerings, product manufacturer and distributor relationships and the sales process. Builder and contractor relationships are key for this role. This position will also assist AGP customers with making product selections that best align with their specific commercial or residential needs. To excel in this role, one should be an active listener, great communicator, people person and have a desire to seek and close new business.
Plans, schedules and coordinates meetings with customers, builders and contractors to establish new business and determine requirements for a project. Maintains product knowledge with gas products, brands, and distributors, etc. (ex. gas logs, fireplaces, appliances, generators) Manage and cultivate manufacturer and distributor relationships. Develop long term relationships with strategic customers and manage the territory of the customer. Promotes products to builders, architects, landscape contractors and designer community in conjunction with the sales team. Works with the operations team to negotiate pricing, quote jobs and appliance packages, contract terms and conditions, and project scope with existing and new customers. Coordinates jobs with the operations team Cross-sells gas product customers into propane customers Respond to and solve customer service issues by deploying necessary company resources. Always maintains a professional image and respectful relations with customers and the public. Addresses customer inquiries and provides superior customer service. Works with the AR department on Accounts Receivable. All other duties as assigned.
Benefits: 401(k) with 50% match up to 6% Medical (3 plans to choose from), Dental, Vision, Telemedicine options available STD, LTD, Life/AD&D, Optional Life (you and your family) FSA (dependent care and medical) HSA includes employer contribution GAP (hospital, critical illness, and accident) for you and your family Employee Assistance Program Paid Time Off (PTO) program, 3 weeks per year upon hire (prorated depending on date of hire) and accrued per pay period Holidays include 8 paid holidays per year, depending on date of hire, plus 2 floating holidays Paid Bereavement and Jury Duty Leave available Safe Working Environment Meaningful work that will provide value to you and the organization Training provided to grow our employees and foster relationship to develop future leaders Company events including lunch and learn events, holiday celebrations/get-togethers Company swag including t-shirts, hats and sweatshirts
Qualifications: High School Diploma or GED, with at least two (2) years progressively responsible experience or related skills in sales, marketing, project management; or a combination of experience and education that results in the required knowledge, skills, and abilities is required. Understanding of the homebuilding/remodeling process, builder, designer and landscape community, appliances, retail operations, sales and marketing. Previous experience (at least 2-4 years preferred) in homebuilding, appliance, outside sales or retail related business. Familiar with gas product offerings, brands and distributors, etc. (gas logs, fireplaces, appliances, generators) Ability to identify and act on key networking opportunities in order to develop relationships. Assertive, self-motivated business developer capable of making independent decisions with an entrepreneurial spirit. Experience with CRM (Salesforce) Ambitious, hardworking and team oriented. Solid history of meeting and exceeding sales goals. Excellent written and verbal communication skills. Excellent customer service skills. Ability to complete required job training as needed. Ability to efficiently manage multiple priorities and stay organized and the ability to work independently. Must be proficient with using the current Microsoft Office suite, including Excel. Must be proficient in navigating and learning multiple software systems Must have and maintain a valid driver’s license and an insurable driving record.
American Gas Products, Inc. is an EEO/AA Employer M/F/D/V
This job description should not be construed to imply that these requirements are the exclusive standards of this position. Incumbents are expected to follow any other reasonable instructions and perform any other related duties, as may be required by their supervisor.
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