35 Pacific Life jobs in Newport Beach
Manager, Salesforce, Financial Services
Posted 3 days ago
Job Viewed
Job Description
KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
KPMG is currently seeking a Manager in Customer & Operations for our Consulting practice.
Responsibilities:- Lead and ensure a successful delivery of Salesforce.com and Financial Services implementation, roadmaps for potential clients and engagements
- Have an extensive level of knowledge on the Agile Methodology, Salesforce platform including Financial Services Cloud and SDLC for Salesforce projects
- Manage business grooming for the requirements and must be able to convert them into Salesforce features with their appropriate cloud
- Ability to clearly communicate solution/s and decisions with the internal and external audience throughout each project, such as defining technical architecture that may include integration and authentication across multiple systems along with development of APIs
- Support pre-sales activities in terms of responding to RFQ/RFPs, Pricing, Estimating and participate in sales calls along with proposal development
- Become a mentor to the junior resources and get them ready for the next level in Project management, business analysis and Salesforce champions
- Minimum five years of Salesforce platform/design/development consulting experience with three plus years of full life cycle of enterprise level implementation including Big Four equivalent experience preferably in the financial sector (Banking and Capital Markets, Insurance)
- Bachelors degree from an accredited college/university; Computer Science or MIS from an accredited college/university is preferred
- Minimum three years of leading workstreams on enterprise Salesforce implementation with a solid understanding of SDLC (Agile/Scrum)
- Solid experience of presenting the solution/s and ideas to the client (technical and non-technical) and support any pre-sales activities (proposal management, POCs)
- Minimum three years of experience with developing and deploying solutions on the Financial Services Cloud module of Salesforce, experience in the Salesforce ecosystem with tools and applications that extend core capabilities and assist with development of new solutions and experience in the Financial Services industry in banking, capital markets, or insurance
- Must have Salesforce Sales, Service and Experience cloud certifications, in addition to Financial Services cloud accreditation
Preferred Experience:
- Hands-on experience working with system integrations using the API form within the Salesforce platform in addition to integrations with other systems using middleware such as MuleSoft, SOAP, REST, Web Services, Direct API Calls and SOA/Integration technologies
- Experience with the Force.com development platform: Apex Code (Triggers, Controllers and Batch classes), Visualforce pages, Web Service APIs and the Lightning Platform (Aura /LWC framework), triggers, SOQL, SOSL, DevOps Stack (SFDX, Git, Jenkins) and several code deployment tools as well as a firm understanding of Object-Oriented Programming methodologies, Services Oriented Design Principles (SOA), design patterns and development best practices, data architecture, data management and platform authentication patterns (SAML, SSO, OAuth)
- Have Salesforce Platform Developer and additional certification/s for SFDC Application and/or System Architect
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:California Salary Range: $ - $
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Financial Services - Consulting - Guidewire - Technical Consultant - Manager
Posted 4 days ago
Job Viewed
Job Description
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Guidewire - Technical Consultant - Manager
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
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Guidewire System Implementation (Policy, Billing, Claims)
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Enterprise Data Management
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Reinsurance Accounting and Reporting Operations/Technology
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Performance Management and Measurement
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Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
Your Key Responsibilities
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
Skills and attributes for success
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Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.
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Remain current on new developments in services capabilities and industry knowledge
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Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
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Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
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Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment
To qualify for the role, you must have
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Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience
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Previous application experience in any of the following:
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Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica
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Proficiency in one or more of the following competencies:
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System selection and implementation
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Definition of business and technical requirements
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Design of business and technology architecture
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Application configuration/integration
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Data mapping, conversion, migration
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Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
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Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.
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Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts
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Excellent written and verbal communication skills for technical writing and client presentations
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Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
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Travel to client site as necessary
Ideally, you'll also have
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Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
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Experience in performing impact analyses and driving end-to-end solutions across connecting systems
What we look for
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
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We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
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Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
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Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Biller IV-HB Patient Financial Services-FT-Day
Posted 3 days ago
Job Viewed
Job Description
UCI Health is the clinical enterprise of the University of California, Irvine, and the only academic health system based in Orange County. UCI Health is comprised of its main campus, UCI Medical Center, a 459-bed, acute care hospital in in Orange, Calif., four hospitals and affiliated physicians of the UCI Health Community Network in Orange and Los Angeles counties and ambulatory care centers across the region. Listed among America's Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County's only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. UCI Health serves a region of nearly 4 million people in Orange County, western Riverside County and southeast Los Angeles County.
To learn more about UCI Health, visit
Your Role on the Team
Position Summary:
The Biller IV is a Denial Specialist and serves as a resource to other staff dealing with difficult accounts and needing help with troubleshooting. The Denials Specialist may be assigned to a specialized area of PFS requiring advanced knowledge and will respond to questions from patients, physicians, payers and others to include attorneys regarding the status of accounts. The Denials Specialist will identify trends by the payers and UCI, assisting in the resolution as appropriate and will act as a liaison between Patient Financial Services and contracted vendors.
What It Takes to be Successful
Required Qualifications:
Preferred Qualifications:
Total Compensation
We offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.
Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:
- Background Check and Live Scan
- Employment Misconduct*
- Legal Right to Work in the United States
- Vaccination Policies
- Smoking and Tobacco Policy
- Drug Free Environment
The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.
- California Child Abuse and Neglect Reporting Act
- E-Verify
- Pre-Placement Health Evaluation
Details of each policy may be reviewed by visiting the following page:
Closing Statement:
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC Anti-Discrimination Policy.
We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.
UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact UCI's Employee Experience Center (EEC) at or at , Monday - Friday from 8:30 a.m. - 5:00 p.m.
Consideration for Work Authorization Sponsorship
Must be able to provide proof of work authorization
Clinical Nurse Auditor - HB Patient Financial Services - FT Days
Posted today
Job Viewed
Job Description
Clinical Nurse Auditor - HB Patient Financial Services - FT Days
Posted today
Job Viewed
Job Description
UCI Health is the clinical enterprise of the University of California, Irvine, and the only academic health system based in Orange County. UCI Health is comprised of its main campus, UCI Medical Center, a 459-bed, acute care hospital in in Orange, Calif., four hospitals and affiliated physicians of the UCI Health Community Network in Orange and Los Angeles counties and ambulatory care centers across the region. Listed among America's Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County's only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. UCI Health serves a region of nearly 4 million people in Orange County, western Riverside County and southeast Los Angeles County.
To learn more about UCI Health, visit Summary:
The incumbent is responsible to perform review of denied claims, conducting medical records reviews with use of standardized medical review software, determining claim appealability and initiates formal written or verbal appeals with various health plans. Must have knowledge of medical terminology, various health plan products (Medicare, Medi-Cal, HMO, PPO, Managed Care, etc.) private insurance and CMS guidelines. Previous experience substantiating appeals for Trauma, Acute and Psychiatric services. Also responsible for conducting external charge defense audits requested by insurance companies in collaborating with various audit firms for the conclusion of audits. Performs additional related duties, as assigned.
Qualifications
Required Qualifications:
* Three years' experience working in clinical denial review and/or clinical appeal processing
* Three years of related clinical experience in an acute care setting
* Must possess the skill, knowledge and ability essential to the successful performance of assigned duties
* Must possess a current California RN license
* Must demonstrate customer service skills appropriate to the job
* Knowledge of Interqual
* Five years of internal and/or external audit experience
* Familiarity of audit software packages
* Excellent written and verbal communication skills in English
* Competent knowledge and experience with Microsoft Office computer applications, i.e. Word, Excel
* Ability to maintain a work pace appropriate to the workload
* Ability to establish and maintain effective working relationships across the Health System
Preferred Qualifications:
* Knowledge of University and medical center organizations, policies, procedures and forms
Total Compensation
We offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.
Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:
* Background Check and Live Scan
* Employment Misconduct*
* Legal Right to Work in the United States
* Vaccination Policies
* Smoking and Tobacco Policy
* Drug Free Environment
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
* Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.
* California Child Abuse and Neglect Reporting Act
* E-Verify
* Pre-Placement Health Evaluation
Details of each policy may be reviewed by visiting the following page: Statement:
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC Anti-Discrimination Policy. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact UCI's Employee Experience Center (EEC) at or at , Monday - Friday from 8:30 a.m. - 5:00 p.m.
Bilingual Life Insurance Agent - Spanish
Posted today
Job Viewed
Job Description
Bilingual Life Insurance Agent - Spanish
Repost Job Date: 2/28/2025 6:02:13 PM
Location: LA MIRADA, CA, 90638
Salary: $18.0 - $32.0/hour
Experience: 1 Year(s)
ROLE DESCRIPTION:
Paul Hernandez - State Farm Agency in La Mirada, CA is seeking a qualified and empathetic professional for the role of Bilingual (Spanish) Life Insurance Agent - State Farm Team Member. As a customer-oriented expert, you will market Life/Health insurance services and products to benefit customers and their families.
Your sales experience equips you to continually grow your income as you provide the necessary support and reassurance. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
- Consult on life insurance products to customers.
- Assist customers with life insurance applications and claims.
- Provide customers with information on life insurance plans and options.
- Maintain compliance with life insurance regulations.
BENEFITS:
- Base Pay plus Monthly Commissions
- Paid Time Off (vacation and sick days/personal)
- Paid Holidays
- Free Life Insurance
QUALIFICATIONS:
- Life and Health license (required)
- Bilingual English/Spanish (required)
- Knowledge of life insurance products and services
- Strong sales and customer service skills
- Previous experience in life insurance sales preferred
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
PM24
PIff1f8aebb
Licensed Bilingual Call Center Insurance Agent (Sales, Customer Service)
Posted today
Job Viewed
Job Description
Job Category: Sales
Location: Buena Park, CA 90620, USA
Job Details
DescriptionPay Range: $5000 - $000/month
Our Perks:
- Unlimited/Uncapped commission - With no commission chargebacks!
- Lucrative incentive sales plans, bonuses and sales contests
- No Cold Calling- We have a high volume of inbound sales leads and walk in traffic
- Comprehensive paid training and licensing with continuous on-going training and mentorship
- Recognition culture
- Comprehensive Benefits package including medical, dental, vision and life insurance
- Retirement Plan: A 401K plan with a percentage of company-matched contributions
- Fitness: We reimburse up to 10 a month to an employee for their gym
- Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems at no cost
- Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance
Our Company:
Confie and its family of companies - Freeway, Acceptance, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us!
What You Will Do:
- As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers.
- Solicit new business and maintain current business levels in order to achieve or exceed sales production goals.
- Expand business by proactively building relationships with existing customers to meet the agreed upon production goals.
- Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system.
- Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs
The Perfect Match:
- Personal Lines or Property and Casualty license required
- Bilingual in English and Spanish
- Sales or customer service experience
- High School Diploma or GED
- Ability to build relationships with sales customers
- Excellent follow-up and multi-tasking skills
- Ambitious professional motivated by opportunity for advancement
- Excellent written and verbal communication skills
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Licensed Bilingual Call Center Insurance Agent (Sales, Customer Service)
Posted today
Job Viewed
Job Description
Job Category: Sales
Location: Norwalk, CA 90650, USA
Job Details
DescriptionPay Range: $5000 - $000/month
Our Perks:
- Unlimited/Uncapped commission - With no commission chargebacks!
- Lucrative incentive sales plans, bonuses and sales contests
- No Cold Calling- We have a high volume of inbound sales leads and walk in traffic
- Comprehensive paid training and licensing with continuous on-going training and mentorship
- Recognition culture
- Comprehensive benefits package including medical, dental, vision and life insurance
- Retirement Plan: A 401K plan with a percentage of company-matched contributions
- Fitness: We reimburse up to 10 a month to an employee for their gym
- Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems at no cost
- Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance
Our Company:
Confie and its family of companies - Freeway, Acceptance, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us!
What You Will Do:
- Solicit new business and maintain current business levels in order to achieve or exceed sales production goals.
- Expand business by proactively building relationships with existing customers to meet the agreed upon production goals.
- Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system.
- Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs
The Perfect Match:
- Personal Lines or Property and Casualty license required
- Bilingual in English and Spanish
- Sales or customer service experience
- High School Diploma or GED
- Ability to build relationships with sales customers
- Excellent follow-up and multi-tasking skills
- Ambitious professional motivated by opportunity for advancement
- Excellent written and verbal communication skills
Insurance Sales Insurance Agent Acceptance Insurance Freeway Auto Insurance
WBU
Remote Life Insurance Agent – Training + Licensing Support | Commission Based
Posted 19 days ago
Job Viewed
Job Description
About the Opportunity: We’re hiring individuals who want flexibility, growth, and purpose in their career. Licensed or unlicensed, we’ll provide the tools and mentorship to help you get started in life insurance sales.
What You’ll Do:
Work fully remote across the U.S.Help families who have requested coverage information (no cold calling)Match clients with plans from respected carriersProtect what matters most to familiesOptional path to build and lead your own agencyWhat We Offer:
Training and ongoing mentorshipSupport for unlicensed candidates to become licensedFlexible scheduling – part-time or full-timeDaily pay (commission only)Bonuses and incentives availableLeads and system support includedCompensation (Commission Only):
Part-Time: $1,500–$,000/monthFull-Time: 3,000–$7 000+/monthWhat We’re Looking For:
Highly motivated and coachable individualsExcellent communicatorsIndependent and self-disciplinedReady to earn a state license with guidanceRequirements:
Must be 18 or older, U.S. residentBackground check requiredComputer, phone, and internet access️ No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now: Submit your application today and receive a video overview of the opportunity.
RequirementsRequirements:
Must be 18 years or olderU.S. resident (currently hiring in the U.S. only)Must be able to pass a background checkWilling to obtain a Life & Health insurance license (we help with this)Comfortable working remotely with internet accessStrong communication skillsSelf-motivated and coachableBenefitsBenefits:
Remote work – work from anywhere Flexible schedule – set your own hoursNo income cap – performance-based payAccess to warm leads – no cold callingDaily pay from top-rated insurance carriersBonus structure availableLicensing support for new agentsTeam mentorship & leadership developmentPotential to grow your own agencyFinancial Advisor

Posted 1 day ago
Job Viewed
Job Description
This job posting is anticipated to remain open for 30 days, from 19-Sep-2025. The posting may close early due to the volume of applicants.
If 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 five years as you begin to build your practice²
+ A 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.
**You 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 travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key 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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Compensation:**
We 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 five 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 Compensation ( Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final- .pdf .
Read More About Job Overview
**Skills/Requirements**
Successful 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 work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can 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/Requirements**
**Candidates 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 industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ 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.
Read More About Skills/Requirements
**Awards & Accolades**
At 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 Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. 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.
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