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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. 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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. 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Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. 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} else { window.location.href = window.location.href + "?success=1"; } } } </script> <style> #employer-edit.affix { position: fixed; top: 0; width: 100%; z-index:10; } </style> <div id="join_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="join_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="login_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="login_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="loginModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="loginModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="submissionModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="submissionModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="proven-view-job"> <span class="hide" id="jobid">45395</span> <span class="hide" id="referencenumber">56538</span> <div class="container"> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div id="proven-candidate-home-page" class="hidden-xs" style="background: #fff;"> <div class="search-jobs" style="padding-top: 0px;"> <div class="row"> <div class="col-xs-12 col-sm-10 col-sm-offset-1 col-md-10 col-md-offset-1"> <div class="row search-row"> <div class="col-sm-5 search-field"> <input type="text" name="data[Search][search_text]" value="" id="search_text" placeholder="Job Title, Keywords, or Company" /> </div> <div class="col-sm-5 search-field"> <input type="text" value="" id="search-location" placeholder="City, State or Zip" /> </div> <div class="col-sm-2 search-field" style="height:50px;"> <a href="#" id="search-btn" class="btn btn-default" role="button" style="width:100%;">SEARCH</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div class="panel panel-default voffset3"> <div class="panel-body"> <div class="job-post-details"> <div class="row"> <div class="col-xs-3 col-sm-2"> <div class="company-logo"> <img src="/css/images/proven_logo.png" width="90" border="0" class="img-responsive center-block" /> </div> </div> <div class="col-xs-9 col-sm-10"> <h1>Entry Level Financial Associate</h1> <p class="small-bottom-border"> Virtue Independent Brokerage </p> <div class="date-location">May 22, 2019 - Inland Empire</div> <div class="voffset1"> <script type="text/javascript" src="https://s7.addthis.com/js/250/addthis_widget.js#pubid=seanfalconer"></script> </div> </div> </div> <hr /> <div class="row"> <div class="apply-form-link col-xs-12 col-sm-8 col-md-7 col-lg-8"> Apply via email:<br/><a class="red-link" href="mailto:jobs+45395-w@hireproven.com">jobs+45395-w@hireproven.com</a> </div> <div class="col-xs-12 col-sm-4 col-md-5 col-lg-4"> <script type="text/javascript"> var currentLink = null; 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Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p> </div> </div> <p class="voffset4"><strong>Other jobs you may like</strong></p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=727faf2e7f4c73eddbdad7581&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253ABqqU6MvUqUqT2R7K%253Ax2IMrYsjyoDZVrVEsshflA%253D%253D%253AodEdFBEJKePK6xkb3i0e7%252FqQUOJUJN360kkb2DoWzTakblcvaJAyN1rCeEM7B2Yz4JJpT7phbVGmnGn6c7YV%252F7deXC%252FtHBEfZiVtH%252F3mtJNPGo9ugzbUKy2bCS4WHAORi%252FlNTuAFRCAxWMBT&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30330397080/" class="blue-link" target="_blank">Temporary Financial Office Clerk - AC</a></p> <p class="similar-job-company">Ultimate Staffing - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 7 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=738dc15cf1ac73edc4fc30701&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A%252F9RknsTiIDfDlXz2%253AHqtQv5pVnWo9DAAUDGccEg%253D%253D%253AeTaB%252BXtrQ%252FB6H8gh77NLbCKhoeNhNHgd2SU8Qm3djM41RBSlN8RLsKr7STV3iVfl3JRlEu3G%252FY9dOceSHhsCJHqzQtxiCHu5NptskRVnQMX2%252FKMYBWJPRC8H0TQsTl3VvaRSOQoLGgiKuBmB&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30345167488/" class="blue-link" target="_blank">Data Entry Specialist</a></p> <p class="similar-job-company">Confidential - 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AC', 'description' => 'Join our client's team in Pasadena, CA as we seek a skilled Temporary Financial Office Clerk. Are you adept at managing financial data, with a keen eye for detail and a strong grasp of Accounts Receivable/Payable processes? If so, we're looking for you! This highly professional role demands an individual with advanced Microsoft Excel skills, previous clerk experience, and a solid understanding of financial operations. Take this opportunity to be part of this dynamic team!<br> <br><strong>Job Title:</strong> Temporary Financial Office Clerk<br><strong>Location:</strong> Pasadena, CA Salary: $22-$24 per hour<br><strong>Job Type:</strong> Temporary Position<br> <br><strong>Responsibilities:<br></strong><ul><li>Manage Accounts Receivable and Accounts Payable tasks efficiently and accurately.</li><li>Process invoices, receipts, payments, and other financial transactions.</li><li>Reconcile accounts and resolve any discrepancies in a timely manner.</li><li>Maintain accurate records of financial transactions and update databases as needed.</li><li>Utilize advanced Microsoft Excel skills to analyze financial data and generate reports.</li><li>Assist with general clerical duties to support the finance team as required.</li></ul><strong>Requirements:<br></strong><ul><li>Previous experience in a clerk role handling Accounts Receivable/Payable tasks.</li><li>Proficient in using Microsoft Excel with advanced skills in spreadsheet management.</li><li>Strong attention to detail and ability to maintain accuracy in financial records.</li><li>Excellent organizational and time management skills.</li><li>Ability to work independently and collaborate effectively within a team.</li><li>Experience in the financial industry is preferred.<br><br><br><br><br><br><br><br></li></ul> <br><br><p><em>All qualified applicants will receive consideration for employment without regard to</em> <em>race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.</em> <em>We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.</em></p>', 'post_date' => '2024-05-02T02:20:50Z' ) ), (int) 1 => array( 'Employer' => array( 'company_name' => 'Confidential' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=738dc15cf1ac73edc4fc30701&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A%252F9RknsTiIDfDlXz2%253AHqtQv5pVnWo9DAAUDGccEg%253D%253D%253AeTaB%252BXtrQ%252FB6H8gh77NLbCKhoeNhNHgd2SU8Qm3djM41RBSlN8RLsKr7STV3iVfl3JRlEu3G%252FY9dOceSHhsCJHqzQtxiCHu5NptskRVnQMX2%252FKMYBWJPRC8H0TQsTl3VvaRSOQoLGgiKuBmB&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30345167488/', 'title' => 'Data Entry Specialist', 'description' => '<p>## Data Entry Wizard (Work From Your PJs!)</p><p><br></p><p>Hey there, data whiz! Do you have a talent for spotting typos and a love for all things organized? Do you dream of ditching the commute and working in your pajamas? Then this remote Data Entry Clerk role is your calling!</p><p><br></p><p>*Basically, you'll be our data superhero. You'll swoop in and:*</p><p><br></p><p>* Type like a lightning bolt, entering all sorts of info into our digital HQ (think databases, spreadsheets, and more).</p><p>* Be a data detective, checking everything for accuracy and completeness (say goodbye to typos!).</p><p>* Cast a spell on any errors and inconsistencies, making the data shine.</p><p>* Organize info like a pro, keeping things neat and tidy.</p><p>* Become a data vault keeper, sworn to secrecy (confidentiality is key!). </p><p><br></p><p>*Bonus points if you're already a computer wiz and can:*</p><p><br></p><p>* Work magic with Microsoft Office (Word, Excel, you name it).</p><p>* Tackle tasks independently and meet deadlines like a champ.</p><p>* Communicate like a boss and keep things organized.</p><p>* Know a thing or two about data entry best practices (but it's not a deal-breaker).</p><p><br></p><p>*Perks of being a Remote Data Entry Wizard:*</p><p><br></p><p>* Flexible schedule? Boom! Work when it suits you.</p><p>* PJs all day? Absolutely! Ditch the commute and work from home.</p><p>* More cash in your pocket (no more commuting costs!).</p><p>* Work-life balance that rocks! </p><p><br></p><p>*If you're a detail-oriented rockstar who thrives on a flexible schedule, we want you on the team!*</p><p><br></p><p>*P.S. Every company's a little different, so the exact duties might vary.*</p>', 'post_date' => '2024-05-03T07:13:20Z' ) ), (int) 2 => array( 'Employer' => array( 'company_name' => 'Runergy USA Trading LLC' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=72fab781e7cc73edd38b5da11&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AqufZbYnoWXXbWdUU%253AiZPnyu5pVmHA0PwpK6vCTg%253D%253D%253AjQs8kOvkfj9k%252BUbdK9k6DQMLDB0LotdNCK%252F5F76FIebfta6%252FaPK4hP5w7ElcjDtxPn%252BBYeuOm3nbndxLn%252ByCD6Ob6tmZ%252FVOX6Myyhy026ZeY48UVdSOLlKFO3CbiYjhDX0ACCaN7TnebElNu&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30190835375/', 'title' => 'Data Entry Clerk', 'description' => '<p><strong>About Runergy</strong></p><p><br></p><p>Runergy New Technology was established on 2013 and has become a leading PV cell manufacturer in the world. We achieved a significant milestone by being included in the latest BloombergNEF Tier 1 PV Module Manufacturers list for Q1 of 2024. As the end of 2022, Runergy s global production capacity of large-size high efficiency cells has exceeded 25GW, which has ranked the top three in the world in cell shipments from 2020 to 2022. Based on advantages in the field of solar cells, Runergy further extended the industrial chain to upstream and downstream. For downstream, we now have Yancheng Hyperion module base, Thailand cell & module base production and Alabama module base to provide high quality and efficient PV products. </p><p><br></p><p>As a socially responsible company, Runergy supports the Ten Principles of the United Nations Global Compact on human rights, labor, environmental and anti-corruption. With this communications, we express our commitment to making the UN global compact and its principles part of the strategy, culture and day-to-day operations of our company, contributing to overall sustainable development goals. For more information, you can refer to the official website: </p><p><br></p><p><strong>About the role [Full-time]</strong></p><p><br></p><p>We are currently seeking a diligent and detail-oriented Data Entry Operator to join our team. As a Data Entry Operator, you will be responsible for accurately inputting and updating data into our system. This is a fantastic opportunity for someone who thrives in a fast-paced environment and has exceptional attention to detail.</p><p><br></p><p><strong>Role Responsibilities</strong></p><p><br></p><p> Enter data accurately and efficiently into our system</p><p> Verify and update data for accuracy</p><p> Maintain confidentiality and security of sensitive information</p><p> Organize and maintain data files and records</p><p> Generate reports and assist with data analysis</p><p> Collaborate with other team members to ensure data integrity</p><p> Assist with other administrative tasks as needed</p><p><br></p><p><strong>Skills and Qualifications</strong></p><p><br></p><p> Proven experience as a Data Entry Operator or similar role</p><p> Excellent typing and data entry skills</p><p> Strong attention to detail and accuracy</p><p> Proficient in Microsoft Office Suite, specifically Excel</p><p> Strong organizational and time management skills</p><p> Ability to work independently and meet strict deadlines</p><p> Excellent communication skills, both written and verbal</p>', 'post_date' => '2024-05-06T21:25:22Z' ) ), (int) 3 => array( 'Employer' => array( 'company_name' => 'Path Arc' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=72cc43f4718c73edd0e41af81&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AyAc%252F%252B0NnQx20rEmn%253Aa4tsq%252BsX7UK6zBLVCrSGig%253D%253D%253AgHbM%252BviCeIHqOIiVYUkfC3qyy3KLNQPWGmSbP6j1YEvqkK%252FUyY31nVOQ02rNfc7hJBEuLm%252FlYFQQZPUwOSySASJUyM1YbUvFiV4CLY%252BfEJwEm4TNSd93%252Bazsm5%252BlFPjzYMP36NHwGrEJDiwy&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30143306744/', 'title' => 'Customer Service ( Remote work)', 'description' => 'The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry.<br><br><strong>Customer Service Job Duties And Responsibilities<br><br></strong><ul><li>Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience</li><li>Answer and manage incoming calls, emails, chats, and/or interactive voice response systems</li><li>Ability to learn and follow all customer service procedures and policies</li><li>Strive to meet and go above personal and team target goals</li><li>Record, organize and file customer interactions and account changes</li><li>Able to up-sell if needed</li><li>Able to schedule call back and appoints to resolve customer needs<br><br><br></li></ul><strong>Requirements<br><br></strong><ul><li>Previous experience in customer support, client services, sales, or a related field</li><li>Excellent at communicating over the phone and other communication platforms</li><li>Basic computer skills and experience</li><li>Able to multitask</li><li>Excellent time management and prioritization skills</li><li>Ability to listen actively, relay information, and answer questions and/or concerns</li><li>Customer-focused for positive customer experience and resolution</li><li>Health Insurance (dental and vision included)</li><li>Excellent retirement plan</li><li>Tremendous upward mobility into other positions and management</li><li>Flexible hours</li><li>Remote Position(s) available (work from home)<br><br><br></li></ul><strong>Benefits<br><br></strong><ul><li>Health Insurance (dental and vision included)</li><li>Excellent retirement plan</li><li>Tremendous upward mobility into other positions and management</li><li>Flexible hours</li><li>Remote Position(s) available (work from home)</li></ul>', 'post_date' => '2024-05-06T01:23:21Z' ) ), (int) 4 => array( 'Employer' => array( 'company_name' => 'Dexian' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=72236933512c73edde16b68a1&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A9cw0s5k1t%252Bb7RsBM%253AETiSv6FKmMr%252BLPJBuhDSTQ%253D%253D%253A60OiASm2tWGObLmOJzk8KOvOJzH6R%252FfkWEWmOWL5l4mkF5BRH6GmkccjmbYKnE9fn6Yx1xiR019%252BdCekWrt5MS2IS7%252FRyOFyw8HT9%252FlzSGNkvCBNDlPYUwIR1%252FpNrq%252Foymhbei29ebRa3mJy&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30234705862/', 'title' => 'Administrative Assistant I', 'description' => '<p><strong>Job title: Administrative Assistant I</strong></p><p><strong>Duration: 2 Months + Contract to hire</strong></p><p><strong>Location: Santa Monica , CA 90404</strong></p><p><strong>Pay Rate: $20.00 $21.64</strong></p><p><strong> </strong></p><p><strong>Mon Thu, in office Fri remote</strong></p><p><strong> </strong></p><p><strong>JOB SUMMARY:</strong></p><p><strong> </strong></p><p><strong>Duties: </strong></p><ul><li>Update and maintain calendars.</li><li>Coordinate travel.</li><li>Organizing and submitting managers expenses.</li><li>Assist with processing invoices.</li><li>Assist with organizing and maintaining department calendars/documents.</li></ul><p> </p><p><strong>Skills: </strong></p><ul><li>Ability to interact comfortably and effectively with employees of the company at all levels including Senior Management.</li><li>Ability to interact comfortably and effectively with external partners.</li><li>Strong administrative, organizational and creative skills.</li><li>Strong computer skills are a plus.</li><li>Understanding of MS Office and basic audio/video formats is essential.</li><li>Ability to work under high pressure and speed.</li><li>Great social and interpersonal skills.</li><li>Ability to keep information highly confidential.</li><li>Must be flexible and able to multi-task.</li><li>Passion for pop culture and entertainment knowledge is critical.</li><li>1-2 years of marketing and/or administrative experience.</li></ul><p> </p><p><strong>Education: </strong></p><ul><li>Bachelor's degree or equivalent experience preferred.<br></li></ul><p>Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.</p><br><p>Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.</p><br><p>Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.</p>', 'post_date' => '2024-05-06T21:25:35Z' ) ) ) $title_for_layout = 'Entry Level Financial Associate at Virtue Independent Brokerage' $metatag_description = 'Entry Level Financial AssociateVirtue Independent Brokerage at Proven' $unique_name = 'virtue-independent-brokerage-temecula-ca' $reference_number = '56538' $mobile_image = '' $display_company_title = 'Jobs at Virtue Independent Brokerage' $employer = array( 'EmployersJob' => array( 'id' => '45395', 'employer_id' => '30703', 'ats_url' => '', 'url' => '', 'title' => 'Entry Level Financial Associate', 'craigslist_city' => 'inland empire', 'craigslist_sub_city' => '', 'craigslist_sub_sub_city' => '', 'craigslist_state' => 'California', 'open' => '1', 'post_date' => '2019-05-22 19:41:14', 'duration' => 'full time', 'anonymous_post' => '0', 'compensation' => '', 'zip' => '92590', 'description' => '<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p>', 'unique_name' => '', 'created_date' => '2019-03-28 20:26:32' ), 'Employer' => array( 'lat' => '33.48389816', 'lon' => '-117.22599792', 'id' => '30703', 'company_name' => 'Virtue Independent Brokerage', 'company_logo' => '', 'simple_posting_process' => '1', 'user_id' => '717342', 'zipcode' => '92590', 'city' => 'Temecula', 'street_address' => '', 'street_address2' => null, 'state' => 'CA' ), 'UtZipcode' => array( 'zipcode' => '92590', 'city' => 'Temecula', 'state_prefix' => 'CA' ), (int) 0 => array( 'hasApplied' => false, 'is_favorite' => false ) ) $is_swinomish = false $is_hiring = (int) 1 $page = '' $success = (int) 0 $broadcast = (int) 0 $external_job_board = '' $is_worker = false $isMobile = false $isWorker = false $isSales = false $isEducator = false $adminLoggedIn = false $isEmployer = false $loggedIn = false $isFacebookAppUser = false $campaign = 'NONE' $content_for_layout = ' <script type="text/javascript"> var autocomplete = false; var sortOrder = "relevance"; </script> <meta property="og:title" content="Entry Level Financial Associate"/> <meta property="og:type" content="website"/> <meta property="og:url" content="https://www.proven.com/jobs/view/45395?ref=56538"/> <meta property="og:image" content="/css/images/proven_logo.png"/> <meta property="og:site_name" content="Proven"/> <meta property="og:description" content="We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. Responsibilities: Develop and maintain knowledge of the evolving products and services Provide information about the products and services Advise and educate clients on financial decisions to find the best solutions for their needs Advise clients how to prepare financially in the event of illness, aging and death Prepare and conduct presentations recommending various financial solutions Network and build relationships with new and existing clients Preferred Qualifications/skills: Previous experience in finance, customer service, business, or related fields is not required, but is a plus Strong analytical and critical thinking skills Excellent written and verbal communication skills Interpersonal communication skills Organizational skills, ability to prioritize Ability to build rapport with clients High professional standards and integrity Self-motivated, self-starter Benefits Variety of bonuses Trips for qualifiers Leadership development Monthly/annual awards and recognition Partnership with companies of premier financial strength and integrity Access to state-of-the-art financial analysis software Flexibility in scheduling to accommodate career and personal needs World-class compensation (performance based) Trails, residuals and renewal income About the company We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. 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} else { window.location.href = window.location.href + "?success=1"; } } } </script> <style> #employer-edit.affix { position: fixed; top: 0; width: 100%; z-index:10; } </style> <div id="join_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="join_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="login_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="login_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="loginModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="loginModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="submissionModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="submissionModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="proven-view-job"> <span class="hide" id="jobid">45395</span> <span class="hide" id="referencenumber">56538</span> <div class="container"> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div id="proven-candidate-home-page" class="hidden-xs" style="background: #fff;"> <div class="search-jobs" style="padding-top: 0px;"> <div class="row"> <div class="col-xs-12 col-sm-10 col-sm-offset-1 col-md-10 col-md-offset-1"> <div class="row search-row"> <div class="col-sm-5 search-field"> <input type="text" name="data[Search][search_text]" value="" id="search_text" placeholder="Job Title, Keywords, or Company" /> </div> <div class="col-sm-5 search-field"> <input type="text" value="" id="search-location" placeholder="City, State or Zip" /> </div> <div class="col-sm-2 search-field" style="height:50px;"> <a href="#" id="search-btn" class="btn btn-default" role="button" style="width:100%;">SEARCH</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div class="panel panel-default voffset3"> <div class="panel-body"> <div class="job-post-details"> <div class="row"> <div class="col-xs-3 col-sm-2"> <div class="company-logo"> <img src="/css/images/proven_logo.png" width="90" border="0" class="img-responsive center-block" /> </div> </div> <div class="col-xs-9 col-sm-10"> <h1>Entry Level Financial Associate</h1> <p class="small-bottom-border"> Virtue Independent Brokerage </p> <div class="date-location">May 22, 2019 - Inland Empire</div> <div class="voffset1"> <script type="text/javascript" src="https://s7.addthis.com/js/250/addthis_widget.js#pubid=seanfalconer"></script> </div> </div> </div> <hr /> <div class="row"> <div class="apply-form-link col-xs-12 col-sm-8 col-md-7 col-lg-8"> Apply via email:<br/><a class="red-link" href="mailto:jobs+45395-w@hireproven.com">jobs+45395-w@hireproven.com</a> </div> <div class="col-xs-12 col-sm-4 col-md-5 col-lg-4"> <script type="text/javascript"> var currentLink = null; 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Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p> </div> </div> <p class="voffset4"><strong>Other jobs you may like</strong></p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=727faf2e7f4c73eddbdad7581&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253ABqqU6MvUqUqT2R7K%253Ax2IMrYsjyoDZVrVEsshflA%253D%253D%253AodEdFBEJKePK6xkb3i0e7%252FqQUOJUJN360kkb2DoWzTakblcvaJAyN1rCeEM7B2Yz4JJpT7phbVGmnGn6c7YV%252F7deXC%252FtHBEfZiVtH%252F3mtJNPGo9ugzbUKy2bCS4WHAORi%252FlNTuAFRCAxWMBT&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30330397080/" class="blue-link" target="_blank">Temporary Financial Office Clerk - AC</a></p> <p class="similar-job-company">Ultimate Staffing - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 7 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=738dc15cf1ac73edc4fc30701&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A%252F9RknsTiIDfDlXz2%253AHqtQv5pVnWo9DAAUDGccEg%253D%253D%253AeTaB%252BXtrQ%252FB6H8gh77NLbCKhoeNhNHgd2SU8Qm3djM41RBSlN8RLsKr7STV3iVfl3JRlEu3G%252FY9dOceSHhsCJHqzQtxiCHu5NptskRVnQMX2%252FKMYBWJPRC8H0TQsTl3VvaRSOQoLGgiKuBmB&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30345167488/" class="blue-link" target="_blank">Data Entry Specialist</a></p> <p class="similar-job-company">Confidential - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 6 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=72fab781e7cc73edd38b5da11&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AqufZbYnoWXXbWdUU%253AiZPnyu5pVmHA0PwpK6vCTg%253D%253D%253AjQs8kOvkfj9k%252BUbdK9k6DQMLDB0LotdNCK%252F5F76FIebfta6%252FaPK4hP5w7ElcjDtxPn%252BBYeuOm3nbndxLn%252ByCD6Ob6tmZ%252FVOX6Myyhy026ZeY48UVdSOLlKFO3CbiYjhDX0ACCaN7TnebElNu&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30190835375/" class="blue-link" target="_blank">Data Entry Clerk</a></p> <p class="similar-job-company">Runergy USA Trading LLC - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 2 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=72cc43f4718c73edd0e41af81&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AyAc%252F%252B0NnQx20rEmn%253Aa4tsq%252BsX7UK6zBLVCrSGig%253D%253D%253AgHbM%252BviCeIHqOIiVYUkfC3qyy3KLNQPWGmSbP6j1YEvqkK%252FUyY31nVOQ02rNfc7hJBEuLm%252FlYFQQZPUwOSySASJUyM1YbUvFiV4CLY%252BfEJwEm4TNSd93%252Bazsm5%252BlFPjzYMP36NHwGrEJDiwy&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30143306744/" class="blue-link" target="_blank">Customer Service ( Remote work)</a></p> <p class="similar-job-company">Path Arc - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=72236933512c73edde16b68a1&ri=9c00a1977cf74835a4179bd08b48b91b&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253A9cw0s5k1t%252Bb7RsBM%253AETiSv6FKmMr%252BLPJBuhDSTQ%253D%253D%253A60OiASm2tWGObLmOJzk8KOvOJzH6R%252FfkWEWmOWL5l4mkF5BRH6GmkccjmbYKnE9fn6Yx1xiR019%252BdCekWrt5MS2IS7%252FRyOFyw8HT9%252FlzSGNkvCBNDlPYUwIR1%252FpNrq%252Foymhbei29ebRa3mJy&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30234705862/" class="blue-link" target="_blank">Administrative Assistant I</a></p> <p class="similar-job-company">Dexian - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 2 days ago </p> <p class="voffset4"> <strong>Apply to jobs on the go with Proven mobile</strong> </p> <div> <a href="/candidates/app" target="_blank" title="Download the iPhone App"> <img src="/css/images/App_Store_available.png" width="112" /> </a> <a href="/candidates/app/google" target="_blank" title="Download the Android App"> <img src="/css/images/google_play_badge.png" width="112" /> </a> </div> </div> </div> </div> </div> </div> </div> ' $scripts_for_layout = '<script type="text/javascript" src="/js/Views/Jobs/search_jobs.js?1619372465"></script>' $no_title_bar = false $no_bottom_bar = false $no_index = false
filemtime - [internal], line ?? include - APP/View/Layouts/responsive.ctp, line 69 View::_evaluate() - CORE/Cake/View/View.php, line 961 View::_render() - CORE/Cake/View/View.php, line 923 View::renderLayout() - CORE/Cake/View/View.php, line 546 View::render() - CORE/Cake/View/View.php, line 481 Controller::render() - CORE/Cake/Controller/Controller.php, line 960 JobsController::view() - APP/Controller/JobsController.php, line 1338 ReflectionMethod::invokeArgs() - [internal], line ?? Controller::invokeAction() - CORE/Cake/Controller/Controller.php, line 490 Dispatcher::_invoke() - CORE/Cake/Routing/Dispatcher.php, line 193 Dispatcher::dispatch() - CORE/Cake/Routing/Dispatcher.php, line 167 [main] - APP/webroot/index.php, line 118
Virtue Independent Brokerage
We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.
Responsibilities:
Preferred Qualifications/skills:
Benefits
About the company
We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.
We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.
Commission (No limitation to earnings)
Other jobs you may like
Temporary Financial Office Clerk - AC
Ultimate Staffing - Temecula, CA
7 days ago
Confidential - Temecula, CA
6 days ago
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2 days ago
Customer Service ( Remote work)
Path Arc - Temecula, CA
3 days ago
Dexian - Temecula, CA
2 days ago
Apply to jobs on the go with Proven mobile
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7 | SELECT `EmployersJob`.`title`, `EmployersJob`.`description`, `UtZipcode`.`city`, `UtZipcode`.`state_prefix`, `EmployersJob`.`zip` FROM `proven_production`.`employers_jobs` AS `EmployersJob` LEFT JOIN `proven_production`.`ut_zipcodes` AS `UtZipcode` ON (`EmployersJob`.`zip` = `UtZipcode`.`zipcode`) WHERE `EmployersJob`.`id` = 45395 LIMIT 1 | 1 | 1 | 1 |