NewSenior Risk Advisor - Employee Benefits Relation Insurance ServicesSenior Risk Advisor - Employee BenefitsFremont, CA$200,000–$750,000 / yearThe individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. \n The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
NewSr. Manager, Wealth Advisor- Schwab Wealth Advisory Charles SchwabSr. Manager, Wealth Advisor- Schwab Wealth AdvisoryWalnut Creek, CATime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Work From Home - Client Benefits Advisor Global Elite Empire ConsultantsWork From Home - Client Benefits AdvisorOakland, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Renewals • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorOakland, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Remote Client Benefits & Sales Advisor-No experience Needed! AoglobelifeRemote Client Benefits & Sales Advisor-No experience Needed!San Jose, CaliforniaRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Benefit & Sales Advisor to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Automotive Service Advisor/Writer – Health Benefits & No Week -ends Mechanics & Body Shops MarketplaceAutomotive Service Advisor/Writer – Health Benefits & No Week -endsUnion City, CaliforniaRated “Best Workplace” by Mechanics Marketplace, highly reputable auto repair shop in Union City, CA has been servicing cars and light trucks for the past 40 years. Are you an experienced service advisor with good technical background looking for a friendly and collaborative work environment where you can focus on helping customers and explaining the problems and needed repairs?
Vice President, Benefits Consultant Benz CommunicationsVice President, Benefits ConsultantSan Francisco, CAKey accountabilities include: Understanding clients' issues, anticipating clients' needs (aka: staying 'ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee health and retirement benefits industry, Collaborating with others at Segal to build and maintain effective and influential client relationships, Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Multiemployer market, Leading projects involving large and/or complex, interdisciplinary assignments including resource coordination both within and outside own practice/functional area, geography, and market, Responsible for ensuring all project team members take a client-centric approach to interactions and deliverables, Building consensus around key objectives and motivates/influences behavior that supports achievement of practice/functional area objectives. Key Requirements: The qualified candidate must have: Minimum of 10 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement or health plan strategies, concepts/approaches, design and implementation, Minimum of an undergraduate degree, Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and.
Tax Manager, Compensation & Benefits, National Tax Baker Tilly Advisory Group, LPTax Manager, Compensation & Benefits, National TaxSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do:Provide tax technical support and insight to team members in the tax, audit, consulting and internal HR practices on employee benefits and executive compensation issues affecting projects for the team's clients; this may include ERISA, qualified retirement plans, fringe benefits, golden parachutes, deferred compensation, and equity compensation.
NewVice President, Benefits Consultant Benz Communications (Inactive)Vice President, Benefits ConsultantSan Francisco, CAKey accountabilities include: Understanding clients' issues, anticipating clients' needs (aka: staying 'ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee health and retirement benefits industry, Collaborating with others at Segal to build and maintain effective and influential client relationships, Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Multiemployer market, Leading projects involving large and/or complex, interdisciplinary assignments including resource coordination both within and outside own practice/functional area, geography, and market, Responsible for ensuring all project team members take a client-centric approach to interactions and deliverables, Building consensus around key objectives and motivates/influences behavior that supports achievement of practice/functional area objectives. Key Requirements: The qualified candidate must have: Minimum of 10 + years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement or health plan strategies, concepts/approaches, design and implementation, Minimum of an undergraduate degree, Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and.
Director of Human Resources, Employee Relations & Benefits Claire Myers ConsultingDirector of Human Resources, Employee Relations & BenefitsSan Mateo, CaliforniaThe Director of Human Resources, Employee Relations & Benefits will serve as the organization’s primary employee relations expert and HR advisor, partnering closely with executive leadership on sensitive employee matters, compliance, investigations, performance management, and HR operations. They are seeking a thoughtful, experienced HR leader who can serve as a trusted partner across the organization while helping ensure employee relations, compliance, and people practices are handled with care, consistency, and professionalism.
Senior Consultant, Health & Welfare Benefits (Remote) Purchaser Business Group on HealthSenior Consultant, Health & Welfare Benefits (Remote)Concord, CARemoteFull timeThis role requires strong technical expertise, analytical depth, comprehensive knowledge of employee benefits, well-established relationships with employers and the health markets, and polished client-ready communication skills, along with the ability to operate independently with minimal oversight, demonstrate agility in handling shifting priorities and dynamic environments, collaborate across internal and external stakeholders, and uphold PBGH’s independent advisory posture. Demonstrates track record of self-directed professional development and a commitment to staying current in a rapidly changing legal landscape and utilizing legal and industry research tools (e.g., Bloomberg Law, Federal Register, National Conference of State Legislatures) to independently resolve complex compliance inquiries.
Benefits Specialist Heffernan Insurance BrokersBenefits SpecialistSan Francisco, California$70,000–$80,000 / yearWe’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts.
Employee Benefits Sales Producer Foundation Risk PartnersEmployee Benefits Sales ProducerSan Francisco, CA$100,000–$150,000 / yearAs a trusted advisor, you'll partner closely with our Account Management team to ensure a seamless client experience-from new business acquisition through long-term retention-while helping organizations design competitive and effective employee benefits strategies. In this role, you will be responsible for building and managing a strong pipeline of prospective clients, developing meaningful relationships with decision-makers, and delivering tailored benefits solutions that meet client needs.
Account Manager, Group Benefits Heffernan Insurance BrokersAccount Manager, Group BenefitsWalnut Creek, California$80,000–$90,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
Account Manager, Employee Benefits Heffernan Insurance BrokersAccount Manager, Employee BenefitsSan Francisco, California$90,000–$100,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
Director Benefits Administration Software Sales ZumanDirector Benefits Administration Software SalesPleasanton, CaliforniaThe successful candidate will have a proven track record of executing a sales strategy and have proven success in selling to the insurance advisor/broker channel, ideally in a third-party administrator organization. As a primary business development contact and a key brand ambassador to the Tabulera brand, the Director of Outside Sales will own the sales relationship with insurance brokers, employers and their advisors.
Global Benefits Manager SierraGlobal Benefits ManagerSan Francisco, CaliforniaDesign, implement, and manage Sierra’s global benefits programs including health plans, retirement, wellness, leave programs, and local statutory benefits ensuring they are competitive and compliant across all regions. Partner cross-functionally with People, Finance, Legal, and global leaders to support benefits strategy, budget planning, M&A/due diligence needs, and new-country expansions.
Senior Academic Advisor - Students in Transition (2 positions) CSU CareersSenior Academic Advisor - Students in Transition (2 positions)San José, CaliforniaUnder the limited supervision of the Managing Director for the Exploratory Student Success Center, the Senior Academic Advisor - Students in Transition supports the enrollment, retention, and graduation of former students returning to San José State University. The incumbent develops and delivers programming, workshops, and materials designed to promote academic success and belonging, while also employing data-driven case management strategies to track student progress and implement timely interventions.