p style="margin:0px 0px 0.75rem;padding:0px">If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role
Real estate sales
Mortgage / lending
Auto sales
Telecom / wireless sales
B2B / SaaS sales
Timeshare / vacation sales
Solar / home services
Any commission-based role
What you will be doing. Your current sales job
Capped + commute
Quota ceiling.
Montpelier, VT30+ days ago
The business office supports the financial operations of the agency through budget development and monitoring, accounts payable and accounts receivable functions, purchasing, vendor management and related operational functions of ADS. As a Financial Administrator I, your duties will include:
- Accounts Payable/Accounts Receivable functions (routing of invoices for approval, invoice processing, posting of wire payments).
Burlington, VT30+ days ago
Education & Experience: Bachelors degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Banks Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers clients asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives.
Montpelier, VT30+ days ago
The agency oversees the preservation of important state historic sites, the development of housing and land use policy, community recovery and revitalization programming, and the promotion of Vermont as a wonderful place to visit and live, among many other important programs. The Finance Team plays a critical role for the Agency by managing the budgeting, financial operations, and financial reporting for the Agency, as well as being involved in many other administrative functions such as payroll, space and equipment management, and intra-office coordination.
Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
Burlington, VT30+ days ago
The position plays a critical role in ensuring an outstanding client experience, supporting both internal and external stakeholders, including Financial Consultants, Wealth Management Advisors, and other members of the Wealth Management Division. This senior-level administrative role involves managing a wide range of confidential and high-responsibility office and administrative tasks, with a strong emphasis on delivering exceptional client service within the wealth management sector.
South Londonderry, Vermont30+ days ago
li style="text-align:left">Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more.
Partner with cross functional teams to support data-driven decision making through ad-hoc financial analysis and scenario modeling Designs, maintains and evaluates reporting for product and customer profitability and margin analysis Actively contributes to building payroll analysis, including reports, scorecards and databases related to HR and compensation Work with internal teams to lead financial evaluation of retail expansion opportunities, capital return on investment and other direct-to-consumer (DTC) strategic opportunities Designs and executes regular company-wide analyses to high level, using monthly performance analytics vs. Degree in business, accounting, or finance 5+ years of professional experience in finance or accounting field with progressive responsibility in financial planning and analysis, preferably in e-commerce or retail Advanced skills with Microsoft Office Proficient with advanced analytics tools Data Cubes, MS Power BI, Tableau, SQL Strong knowledge of ERP platforms (SAP S/4HANA preferred), with an emphasis on ability to extract, analyze, and communicate financial information.
p>Bachelor''s degree in accounting or a bachelor''s degree in any discipline that includes or is supplemented by 20 credit hours in accounting and seven (7) years of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience which has included managing a major fiscal program or operation. Master''s degree in accounting, business or public administration or a related field AND four (4) years of professional level accounting, budgeting, fiscal auditing, fiscal analysis, federal program fiscal administration or other professional level fiscal operations experience including managing a major fiscal program or operation.
Rutland, Vermont5 days ago
The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This position is integral to the Company's external financial reporting function, with primary responsibility for core financial statements including the statement of cash flows, statement of equity, and related disclosures, as well as management and board-level reporting.
Waterbury, VT30+ days ago
The Rural Health Transformation (RHT) project is supported by the Centers for Medicare & Medicaid Services (CMS) of the U.S. Department of Health and Human Services (HHS) as part of a financial assistance award totaling $195,053,740.44 with 100 percent funded by CMS/HHS. Candidates, including current State employees seeking transfer, promotion, demotion, or persons exercising re-employment rights, must pass a fingerprint supported background investigation applicable to the position.
Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations.
Required Licenses/Certifications Certified Application Counselor (CAC) or required to obtain within 90 days of hire Required Skills, Knowledge and Abilities Ability to review patients billing information in-person or on the phone verbally and in writing: explain financial assistance program and help with insurance enrollment when applicable. Responsible for identifying payer sources for uninsured and underinsured patients, and for identifying patient financial responsibility for services and collecting co-pays, deductibles and deposits prior to scheduled services.
OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Burlington, VT30+ days ago
The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Colchester, VT30+ days ago
Our commitment to helping clients secure their financial futures has earned us a stellar reputation, while our supportive work environment and focus on employee development make us a great place to build your career. Join New York Life Insurance Company as a Financial Services Professional in Colchester, VT, and embark on a rewarding career helping clients achieve their financial goals.
Manchester, Vermont30+ days ago
Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution.
Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.
p>We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.
Burlington, VT13 days ago
p>Desirable Qualifications Anticipated Pay Range $160,000-195,000 Other Information Special Conditions A probationary period may be required, This position is eligible for a hybrid schedule with an option to split time between campus and elsewhere, in accordance with the university telecommuting policy, Background Check required for this position FLSA Exempt Union Position No. Posting Details.
The Executive Director for Financial Strategy and Innovation reports to the Vice President for Finance, Administration & Human Resources (VPFAHR) and serves as a senior leader responsible for shaping institutional financial strategy through advanced financial modeling and analysis and interpretation of complex institutional data.
South Burlington, VT30+ days ago
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Colchester, VT30+ days ago
You'll be part of a dynamic team focused on delivering solutions for all GMP customers and you will use your financial expertise, collaborative track record, and customer-focused attitude to support month-end close activities, analyze and reconcile general ledger activity, and prepare financial and regulatory reports. We're seeking a Financial Accountant to join us in a vital role managing complex accounting for general ledger accounts to ensure the accuracy and completeness of our financial records.
p>The associate in this role will work partner with NLG Capital leadership team on a wide range of compensation responsibilities specific to the Asset Management industry including managing incentive plans, providing consultation and support to business leaders on compensation policies and processes, and leading ad-hoc Compensation projects. The Compensation Program Manager - Asset Management is a key role in the National Life People Center and NLG Capital that will help ensure our Compensation policies, programs, and processes are designed, implemented, and executed in line with our Compensation Guiding Principles and reflective of our Compensation Philosophy.
They lead a team responsible for complex care coordination across inpatient units and the Emergency Department, including assessment, discharge planning, transitions of care, utilization management collaborations, and interdisciplinary collaboration to optimize patient outcomes, reduce delays, and ensure regulatory compliance. What it's like working here: https://www.uvmhealthnetworkcareers.org/diversity-equity-inclusion.html.
li>Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Montpelier, VT30+ days ago
p>Innovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting. SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide.
Montpelier, VT30+ days ago
p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Montpelier, VT30+ days ago
As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Montpelier, VT30+ days ago
Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
p>Job Ref:R0087559 Category:Case Management Employment Type:Full-Time Health Care Partner:Central Vermont Medical Center Location: 130 Fisher Rd, Berlin, VT Department:CVMC - Case Management Shared Services Job Type:Regular Primary Shift:Day Hours:8:00 AM - 4:30 PM Hours per Week: 40 Weekend Needs:Other Pay Rate: $51.31 - $76.97 per hour. They lead a team responsible for complex care coordination across inpatient units and the Emergency Department, including assessment, discharge planning, transitions of care, utilization management collaborations, and interdisciplinary collaboration to optimize patient outcomes, reduce delays, and ensure regulatory compliance.
Burlington, VT30+ days ago
Non-Routine Client Management: Perform special requests for clients, which may include tasks such as business plan changes, preparing financial proformas, or analyzing new agreements. Industry Knowledge/Involvement: Maintain and continue developing captive insurance industry knowledge (such as different uses of captives) using media, seminars, and other resources.
p>Operating at the intersection of strategy, delivery, data, and change, this role connects enterprise strategy to execution - coordinating cross-functional and TDS delivery teams, establishing strong governance and decision rights, and ensuring initiatives deliver measurable business value and sustained adoption. The position owns the decision-making forums, demand-intake discipline, vendor and technology governance, and the operating cadence that turn strategy into delivered, adopted outcomes.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
p>As a SAP Finance Consultant- Product Costing Manager, you will specialize in providing consulting services for SAP finance applications, analyzing client requirements, implementing software solutions, and offering training and support for seamless integration and utilization of SAP finance applications. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.