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Accounting / Finance Jobs
Full Time
12/5/2024
Arlington, TX 76001
(15.4 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: 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.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust 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.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
Full Time
12/13/2024
Dallas, TX 75215
(34.6 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
12/8/2024
Fort Worth, TX 76102
(24.5 miles)
Build your best future with the Johnson Controls teamAs a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!What we offerCompetitive salary and commission / bonus planPaid vacation/holidays/sick time - 15 days of vacation first yearComprehensive benefits package including 401K, medical, dental, and vision care - Available day oneExtensive product and on the job/cross training opportunities with outstanding resourcesEncouraging and collaborative team environmentDedication to safety through our Zero Harm policyCompany vehicleCheck us out!: https://youtu.be/cjZpE51xySYWhat you will doThe responsibility of the Building System Surveyor is to support Johnson Controls Building Solutions security sales associates in performing on-time and accurate customer site surveys and develop security equipment estimate and project design deliverables in support of the Center of Excellence Network. At a local branch level this pre-sales support role will work together with COE Application Engineers while proactively maintaining local jurisdiction familiarity, sub-contractor relationships and a working knowledge of the core JCI security product offering.The Building System Surveyor performs a critical function as part of the Global COE network to ensure that JCI security seller’s pre-sale needs are met through a focus on high quality collaboration, professional on-site assessments, and by adhering to a standardized process and deliverables.How you will do itConduct timely and accurate security survey and on-site equipment assessments at the local branch level to meet pre-sale support request needs.Coordinate locally with sub-contractor representatives to obtain project bid quotes and pricing proposals in support of pre-sales proposal generation.Complete and deliver COE survey documentation and deliverables utilizing appropriate platforms (e.g., Salesforce, Office 365, SharePoint, ArcSite).In coordination with COE application engineers, review project costing estimates with local installation or operations management before submittal of completed deliverables to sales.Strict adherence to standardized processes and completion of deliverable documentation (site survey forms, floorplan drawing with device placement, etc)Maintain a strong familiarity with local sub-contractor resource availability and competencies.Proactively monitor and track AHJ local expectations, regulations and permitting requirements.Support sales to provide installation/operations with pre-installation scope of work debrief to aid in a smooth hand-off to installation personnel.Maintain a comprehensive knowledge of the JCI core product and service offerings.Provide JCI sellers with customer support as local point of contact to facilitate resolution/handoff when an on-site presence is necessary.Activities and responsibilities will adhere to current policies, procedures, programs and services.What we look forRequiredHigh school diploma or GED.5 years of industry experience, commercial installation or commercial sales (not combined).Minimum of five years of field experience, such as installation technician or successful sales representative, in commercial security; including intrusion detection, access control, IP video, fire alarm, etc.Must currently hold a NICET level II with the ability to obtain a NICET level III as well as the Texas APS license within 6 months.Experience with IP networking common practices, to include up to a minimum Layer 3 basic concepts and functions.Experience with a computer aided drafting software.Strong written and oral communication skills and interpersonal.Strong problem-solving skills and confidence to make sound business conscious decisions in stressful environment.Strong PC Proficiency to include but not limited to; Microsoft Office 365, SharePoint.Ability to learn JCI specific platforms to include but not limited to; Salesforce, ArcSite, MASterMind, ADMIN, etc.Time Management and ability to prioritize and multi-task.Ability to drive to customer and JCI branch locations.Occasional travel but limited.PreferredMinimum of two years of experience in proficient system design and installation/cost estimating of security equipment in a commercial sales environment.#LI-NC1
Full Time
12/8/2024
Alvarado, TX 76009
(0.7 miles)
Description Position at Thompson Pipe Group-Dallas Thompson Pipe Group is looking for Estimator $73,000.00 to $90,000.00 Depending on Experience What We Offer: Thompson offers a variety of benefit plans. Benefits coverage will be effective on the 1st of the month following 30 days of continuous employment. Company matched 401K retirement plan$1,000 referral bonuses. Eligible after successful completion of 90 day introductory period.Life and Supplement LifeEmployee DiscountsPaid HolidaysCompany EventsTraining and DevelopmentCareer Advancement Opportunities Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US but all North America. Please visit our website at www.thompsonpipegroup.com Overview: The Estimator is responsible for bid preparation and submittal in pursuit of projects related to the manufacturing and supplying of steel and concrete pipe. The Estimator should be experienced in the full-cycle estimating process to bid projects including tanks and custom formed products. Essential Functions: Prepare or assist in the preparation of cost estimates for standard and special products on all projects bid.Maintain or assist in the maintenance of current cost information on materials, supplies, and services purchased.Through regular contact with the Engineering and Production Functions be knowledgeable of current design and fabrication techniques which affect pipe or fittings costs. Revise or assist in revising estimating procedures to reflect accurate costs.Assist other functions on request by preparing cost analysis of alternate design, procedural, or production methods that affect products in the marketplace.Through regular contact with the Data Processing Function, obtain and evaluate data pertaining to direct costs.Perform such additional tasks as may be assigned. Required Qualifications High level knowledge, skills, and ability in the estimating for proposals of precast concrete pipe.Experience with regulatory requirements and industry standards.Experience with discipline-specific industry standards.Ability to produce accurate estimates from conceptual and schematic drawings.Ability to produce detailed, final contract estimates.Ability to assess site exposures/construction risks and be able to appropriately analyze cost and reflect these in an estimate.Ability to identify constructability issues through the estimating process.Ability to identify value-engineering alternatives. Desired Qualifications Associates degree in Construction Science, Engineering, or comparable field of study.Experience in a strong business, construction management, and delivery methodologies background. Work Environment While performing the duties of this job, the employee is frequently exposed to fumes or airborne particles, moving mechanical parts and vibration. The noise level in the work environment can be loud. Physical Demands While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move products and supplies, up to 40 pounds. Position Type/Expected Hours of Work This is a full-time position. Our standard office business hours are Monday through Friday, 7:00 a.m. to 5 p.m. OT will be required as needed. Travel No travel required Candidates must be legally authorized to work in the United States. No Sponsorships available at this time. #IND123
Full Time
12/5/2024
Arlington, TX 76001
(15.4 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: 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.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust 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.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
Full Time
12/13/2024
Dallas, TX 75215
(34.6 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
12/8/2024
Irving, TX 75084
(31.1 miles)
Build your best future with theJohnson ControlsteamAs a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of theJohnson Controlsfamily and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!What we offerCompetitive salary and bonus planPaid vacation/holidays/sicktime –15 days of vacation first yearComprehensive benefits package including 401K, medical, dental, and vision care –Available day oneExtensive product and on the job/cross training opportunitiesWith outstanding resourcesEncouraging and collaborative team environmentDedication to safety through our Zero Harm policyCheck us Out:A Day in a Life at Johnson ControlsHVAC Mechanical Service Estimatoris a specialized role based out of the North Texas Market focused on the safe and profitable growth of the Owner-Direct HVAC Retrofit,Special Projects, & Design/Build business. This role can be based out of Irving office/HYBRID– so as long as internal and external client needs are met. This is a role that supports Owner-Direct HVAC, Fire and Security Sales, and spans across pre and post construction activities for the project lifecycle of the Owner-Direct HVAC Retrofit, Special Projects & Design/Build business where average projects range from $50K->$1M and have a order-to-cash lifecycle of 90-120+ days, and in some cases up to or over 1-year in duration.The Mechanical Project Estimator will report directly to the Strategic Sales Account Manager/Market Director, and will have a dual role driving and supporting both Sales and Operations for pre and post construction activities related to HVAC Install projects that are direct to Owners/end-users.Develop and drive programs to support the Sales & Operations teams on pre-sales efforts with technical activities such as partnering with our equipment agent for selection, cost estimates, submittals and scope letters and will recommend different MEP strategies and equipment offerings or technologies to supply end-user client needs. Provide our internal and external estimating, engineering and installation teams with management support on medium and high complex projects and will support the internal project review process and turnover to Operations.The vertical markets served are: Owner Direct, Prime Retrofits, New Construction, Design-Build, Design Assist, Industrial/Manufacturing, Data Center, Higher-Ed, Hospitality, Healthcare, Stadium, Municipality, Local Government, Federal facilitiesRequirements:Bachelors in Mechanical or electrical engineering or Business Degree with emphasis in construction OR relevant experience in the job descriptionSheet metal and/or plumbing experience or certificationat least 8 years experience with MEP contractor in HVAC Project estimating and project managment Intermediate knowledge of HVAC systems and equipment2-4 years experience designing HVAC equipment is preferredMust be able to meet deadlines while maintaining a positive attitudeWillingness to learn about HVAC equipment, new technologies and new offeringsEffective and professional communication skills including the ability to effectively communicate with internal/external customers
Full Time
12/9/2024
Grand Prairie, TX 75050
(26.2 miles)
Description Position at TPG Pressure Inc Thompson Pipe Group - Pressure: Accounting Manager Company: Thompson Pipe Group - Pressure Location: Grand Prairie, TX 75050 Department: Accounting FSLA: Full Time, Non-Exempt Title: Accounting Manager Reports to: Controller Supervisory Role: Yes Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US but all North America. Please visit our website at www.thompsonpipegroup.com Overview: The Accounting Manager position will drive daily operations and administration support for the company and report to the Corporate Accounting team. This position is responsible for leading office support services and related activities, such as General Ledger review, Accounts Payable, Accounts Receivable/Billing, and Collections. Supervisor Responsibilities: Manages the accounting staff who are responsible for financial reporting, accounts payable, accounts receivable/billing, collections, and budget preparation.Recruits and hires accounting staff and conducts performance evaluations.Coordinates training programs for new staff and identifies training needs for current staff. Duties and Responsibilities: Manage Accounts Payable, Accounts Receivable/Billing, and Collections teams.Assess and develop technical knowledge, skills and abilities in accounting team personnel. Review General Ledger activity to identify issues and work with other departments to remediate errors timely.Review procedures to ensure accuracy/timeliness of team’s work.Design and implementation of processes and procedures for maximum efficiency.Ensure completion in all activities for month end close procedures.Assist Corporate with financial and month end reporting analysis.Assist with periodic physical inventory counts in coordination with other departments.Reconciling various accounts such as inventory and investigating variances.Establishes and maintains local site internal controls in concert with Corporate direction.Assists Corporate and local management with various projects and analyses as needed.Drive documentation of SOPs and assist in training new staff as needed. Required Skills and Experience: Strengths in the ability to solve problems, analyzing warning signs, identifying the problem and finding a solutionAbility to lead a team and work well with cross functional teams and remote officesStrong computer skills, highly organized and detailed orientedEffective interpersonal and communication skill in working with all levels of in the organization Education and Experience: 4 year degree in Accounting or a related business from a recognized university4 or more years of accounting/finance experience2 or more years of public accounting audit experience a plusManufacturing/Plant Accounting experience preferred Physical Demands:While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move products and supplies, up to 40 pounds.Position Type/Expected Hours of Work:This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. OT will be required as needed. Travel: Travel is not generally expected with this position, but may happen occasionally. What We Offer: Thompson offers a variety of benefit plans and a company matched 401K retirement plan$1,000 referral bonusesLife and Supplement LifeEmployee DiscountsProfit SharingPaid HolidaysCompany EventsTraining and DevelopmentCareer Advancement Opportunities Our location 1003 MacArthur Blvd, Grand Prairie, TX 75050. *Must pass pre-employment physical and alcohol/drug testing* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Have a valid driver’s license EOE/AA – M/F/Vet/Disability Thompson Pipe Group – Pressure is an Equal Opportunity Employer, and we pride ourselves on recruiting, employing, training, compensating, and promoting regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law
Full Time
12/5/2024
Arlington, TX 76001
(15.4 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: 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.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust 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.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
Full Time
12/13/2024
Dallas, TX 75215
(34.6 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
12/5/2024
Arlington, TX 76001
(15.4 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: 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.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust 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.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
Full Time
12/13/2024
Dallas, TX 75215
(34.6 miles)
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree What will you gain Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Full Time
12/13/2024
Arlington, TX 76001
(15.4 miles)
Financial Representative Trainee (Sales) - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503423Categories: 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.Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health examMust 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.Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings 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 (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales)-- Tampa, FL Florida | 503422 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
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