Role Description Davis Family Financial is growing and currently hiring to support our expanding client base. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support. This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. - Meet with clients virtually to understand their financial goals - Walk clients through basic financial concepts and available solutions - Assist in implementing appropriate financial strategies based on client needs - Maintain ongoing client communication and follow-ups - Participate in training and skill development sessions - Work alongside experienced team members to build client relationships Qualifications - Must be at least 18 years of age - Must be authorized to work in the United States and currently reside within the U.S. - Strong communication and people skills - Self-motivated and dependable - Comfortable working in a remote environment - Ability to pass a background check (required for licensing) - Willingness to complete licensing within a reasonable timeframe Requirements - A state financial services license is required for this role. The company provides guidance and support throughout the licensing process. Benefits - This is a performance-based role, with income tied to client activity and production. - This position is structured as a full-time role. Scheduling flexibility may be available as you progress in training and licensing.

• Own the full sales cycle from origination to close for SMBs and enterprise relocation opportunities. • Generate pipeline through personal network, industry relationships, and targeted outreach. • Lead sales processes including discovery, solution design, negotiation, and closing. • Act as a credible advisor to Global Mobility and HR leaders. • Bring deep understanding of relocation challenges, trends, and buyer needs. • Position Benivo’s offering in the context of broader mobility strategies. • Use industry insight to shape conversations and accelerate deal progression. • Actively leverage an existing network to create immediate commercial opportunities. • Build and expand relationships with key decision-makers across target accounts. • Re-engage previous contacts, clients, and industry connections to generate pipeline. • Establish referral pathways and partnerships within the mobility ecosystem. • Maintain accurate pipeline tracking, forecasting, and CRM management. • Provide clear visibility on deal progress, risks, and timelines. • Uphold high standards of sales quality, documentation, and follow-through. • Continuously improve sales approach based on performance insights.

Role Description At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our team focusing on food and agricultural clients in California. In this role, you’ll work closely with clients and colleagues to provide exceptional service and deliver tailored insurance solutions. You’ll help build strong relationships, solve challenges, and ensure every interaction both internally and externally adds value. This is your opportunity to grow your career while making a meaningful impact. You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. From managing renewals to mentoring team members, you’ll help ensure client needs are met and compliance standards are upheld. - Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions. - Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. - Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. - Help your team address client risk management needs through consultative conversations and personalized strategies. - Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional growth. - Conduct regular audits to ensure compliance with regulations and maintain high service standards. - Maintain accurate and up-to-date client and policy data using Gallagher’s systems. - Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results. - Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations. Qualifications - Bachelor's degree with a minimum of 3+ years Client service management experience OR High School degree/GED with a minimum 8+ years client service management experience. - A California Property and Casualty Insurance License. - Proficiency in Microsoft Office. - A desire to build relationships and deliver results. - Adaptability and resilience in managing shifting priorities. - A collaborative mindset to work with teams across Gallagher. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more... Company Description Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics.

Role Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. - Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. - Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. - Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications - Dedication to delivering exceptional customer service experiences. - Strong communication and interpersonal skills. - Ability to lead and inspire teams to achieve outstanding results. - Desire to pursue professional growth and development while maintaining a healthy work-life balance. Benefits - Flexible work-from-home options. - Tailored schedules to fit your lifestyle. - Access to mentorship and growth opportunities. Requirements - All 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. - Final hiring decisions are ultimately made by humans.