Real Estate Sales Agents

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.**

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

**Job Overview**

**Position Schedule:** Full-Time

Branch Address: 960 W Elliot Rd Ste 111, Tempe, AZ

This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants.

**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

**Role Summary:**

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

**We'll give you the support you need. Our team will be there every step of the way, providing:**

+ Comprehensive 6-month training including an experienced peer to help mentor you

+ A wide support network that extends from your branch office to your region to the home office

+ You'll often work independently but will have a team of thousands backing you every step of the way

**Can you see yourself...**

+ Delivering exceptional personalized service to ensure clients feel understood and informed

+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year

+ Actively listen for situations in the clients' lives that may indicate a need for additional services

+ Driving marketing activities such as planning and executing events

**You can also expect...**

+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions

+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.

+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being

+ Full-time Associates receive the following benefits:

+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**You'll be competitively compensated...**

+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.

+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

**Hiring Minimum:** $22.50

**Hiring Maximum:** $23.91

Read More About Job Overview

**Skills/Requirements**

**What skills would make you a successful BOA?**

+ Analytical Thinking

+ Attention to Detail

+ Adaptability

+ Conversational Skills

+ Digital Tool Utilization

+ Team Collaboration

**Role Requirements**

+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.

+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.

+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.

+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Were on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service. Position Description: As a newly hired sales professional, youll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person. Youll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. Youll work with individuals and conduct group presentations for 5 to 50+ employees. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

Description We are looking for a dynamic and experienced Office Manager to join our team in Chandler, Arizona. In this Contract to Permanent role, you will oversee front office operations, manage administrative staff, and ensure the smooth functioning of daily office activities. This position offers a great opportunity to contribute to a collaborative workplace culture while taking on a key leadership role.

Responsibilities:

• Supervise front desk operations and provide guidance to administrative staff to ensure efficient workflow.

• Oversee accounts payable and receivable processes, maintaining accurate financial records.

• Manage and maintain office systems, including CRM, accounting software, and related tools.

• Coordinate scheduling, office supply procurement, and other administrative tasks to support daily operations.

• Assist with payroll functions using ADP and ensure compliance with company policies and procedures.

• Handle inbound calls and provide exceptional service to internal and external stakeholders.

• Facilitate the onboarding and training of new staff members to ensure seamless transitions.

• Collaborate with other departments to address office needs and foster a supportive team environment.

• Ensure adherence to office policies and procedures, promoting an organized and detail-focused workspace. Requirements • Minimum of 3 years of experience in office management or a similar leadership role.

• Proficiency in accounting software systems, CRM tools, and administrative platforms such as ADP and Concur.

• Strong knowledge of accounts payable, accounts receivable, and general accounting functions.

• Excellent organizational and multitasking skills, with the ability to prioritize effectively in a fast-paced environment.

• Exceptional communication and interpersonal abilities to lead and support a diverse team.

• Experience with payroll systems and administrative processes.

• Detail-oriented mindset with a commitment to maintaining accuracy and compliance.

• Ability to adapt to and support a collaborative and inclusive workplace culture. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

Security National Life was founded in 1965 out of Salt Lake City, UT. We offer a variety of final expense products in over 30 states across the US. We have experienced exponential growth over the past year, and we would like to share our success with you. Our Final Expense Sales Agent help families by offering final expense policies to protect them for the future.

If you are a previous Final Expense agent who is familiar with a Funeral Advocate system, this opportunity is perfect for you!

As a Final Expense Sales Agent, you will be helping families by offering final expense policies including our concierge service to protect them for the future. Daily interaction with customers- face-to-face and tele sales options available. Security National Life is hiring both English and Spanish speakers.

We offer:

+ Uncapped commissions paid daily

+ Career advancement opportunities

+ Sales incentives, contests and bonuses throughout the year

+ Dynamic sales training, web application, Customized CRM and Easy Underwriting

+ Company assisted lead programs for fresh, exclusive leads

You offer:

+ Life Insurance license or motivated to obtain one

+ Desire to help others- face to face or through tele sales opportunities

+ Go-getter attitude with ability to work independently

+ Ability to pass background check

Responsibilities:

+ Identify sales opportunities for final expense insurance plans

+ Sell final expense plans that can cover the funeral, legal or household expenses

Our motto is EXCELLENCE, our goal is GROWTH. Apply now to hear from our Regional Managers.

Powered by JazzHR

Security National Life was founded in 1965 out of Salt Lake City, UT. We offer a variety of final expense products in over 30 states across the US. We have experienced exponential growth over the past year, and we would like to share our success with you. Our Final Expense Sales Agent help families by offering final expense policies to protect them for the future.

If you are a previous Final Expense agent who is familiar with a Funeral Advocate system, this opportunity is perfect for you!

As a Final Expense Sales Agent, you will be helping families by offering final expense policies including our concierge service to protect them for the future. Daily interaction with customers- face-to-face and tele sales options available. Security National Life is hiring both English and Spanish speakers.

We offer:

+ Uncapped commissions paid daily

+ Career advancement opportunities

+ Sales incentives, contests and bonuses throughout the year

+ Dynamic sales training, web application, Customized CRM and Easy Underwriting

+ Company assisted lead programs for fresh, exclusive leads

You offer:

+ Life Insurance license or motivated to obtain one

+ Desire to help others- face to face or through tele sales opportunities

+ Go-getter attitude with ability to work independently

+ Ability to pass background check

Responsibilities:

+ Identify sales opportunities for final expense insurance plans

+ Sell final expense plans that can cover the funeral, legal or household expenses

Our motto is EXCELLENCE, our goal is GROWTH. Apply now to hear from our Regional Managers.

Powered by JazzHR

Were on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service. Position Description: As a newly hired sales professional, youll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person. Youll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. Youll work with individuals and conduct group presentations for 5 to 50+ employees. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

**Up to $3,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS**

Realistic Job Preview Video (https://share.vidyard.com/watch/aDUnQbQfFQf2YmKnUecSxc)

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**

We are growing our team in **Tempe, AZ** and have multiple **Medicare Sales Agent** openings available now. In this inbound call role, you will receive a competitive base salary, and bonuses based on your sales performance. You will consult customers on their insurance needs and match the correct coverages, products, and benefits. Our training classes not only prepare you for your role, but we will pay for and provide support for you to obtain the required state insurance licenses. No license is required prior to starting in the role. During training, all new hires will be required to successfully complete the UHC Portfolio Agent New Hire training classes and demonstrate proficiency of the material.

If you reside near **Tempe, AZ** you will enjoy the flexibility of a hybrid-remote* role as you take on some tough challenges.

**Work Schedule:**

+ Operating hours: Monday – Friday 8:30am – 9:00pm local time; your shift will be provided during training with rotational weekend work

+ Full time position with flexibility desired based on the seasonality of our business

**Work Location:**

+ Fast forward your success by participating in our onsite training program in a standard day shift for 6 – 10 weeks

+ This position offers hybrid work models after the successful completion of training and on the job nesting period. Once completed, employees will enjoy the opportunity to work from home up to 3 business day per week

**Primary Responsibilities:**

+ Answer incoming phone calls from prospective members, identify the type of assistance and information the customer needs with the goal to convert caller to a qualified lead and sale

+ Follow up with members on questions or to review current or new products and services

+ Navigate multiple computer systems to document member information while maintaining active listening and engagement with member

+ Demonstrate knowledge of the product portfolio by addressing needs of members, explaining the differences between products, and assisting selection of product to best meet their needs

+ Assist in completion of the enrollment application over the phone, staying consistent with product requirements and enrollment guidelines

+ Meet the goals established for the position in the areas of performance, attendance, and consumer experience

+ Meet and maintain requirements for agent licensure, appointments, and annual product certification

**Compensation & Benefits:**

+ As a licensed agent, your total compensation is determined by your ability to sell and deliver a great customer experience

+ Compensation = Base pay + monthly sales incentive

+ Average annual earnings $50K – $65K through a combination of base plus sales commissions

+ Top performers can earn $80K (+)

+ Sign-on bonus of up to $3,000 for external candidates

+ 15 days accrued Paid Time Off during first year of employment plus 8 Paid Holidays

+ Medical Plan options along with participation in a Health Spending Account or a Health Saving account

+ Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage

+ 401(k) Savings Plan, Employee Stock Purchase Plan

+ Education Reimbursement

+ Employee Discounts

+ Employee Assistance Program

+ Employee Referral Bonus Program

+ Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

+ Fun and competitive work environment focused both on teamwork and individual success!

+ More information can be downloaded at: http://uhg.hr/uhgbenefits

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ High School Diploma/GED (or higher) OR 4+ years of customer service/sales experience

+ Within 30 days, must obtain all appropriate state insurance licenses (may be completed during training)

+ Ability to work regularly scheduled shifts, including the training period, with the flexibility to adjust daily schedule and work over-time and/or weekends as needed

+ Must live in commutable distance to our 410 N Scottsdale Road, Tempe, AZoffice

**Preferred Qualifications:**

+ Previous sales experience

+ Familiarity with computer and Windows PC applications, which includes the ability to learn new and complex computer system applications

+ Flexibility to customize approach to meet all types of caller communication styles and personalities

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.**

The salary range for this role is $16.00 to $24.04 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

\#RPO #YELLOW

**Up to $3,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS**

**Guaranteed base pay + monthly sales incentive earning potential.**

Realistic Job Preview video (https://www.youtube.com/watch?v=4YiWGjHB0\_E)

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**

We are growing our team in **Tempe, AZ** and have multiple **Medicare Sales Agent** openings available now. In this inbound call role, you will receive a competitive base salary, and bonuses based on your sales performance. You will consult customers on their insurance needs and match the correct coverages, products, and benefits. Our training classes not only prepare you for your role, but we will pay for and provide support for you to obtain the required state insurance licenses. No license is required prior to starting in the role. During training, all new hires will be required to successfully complete the UHC Portfolio Agent New Hire training classes and demonstrate proficiency of the material.

If you reside near **Tempe, AZ** you will enjoy the flexibility of a hybrid-remote* role as you take on some tough challenges.

**Work Schedule:**

+ Operating hours: Monday – Friday 8:30am – 9:00pm local time; your shift will be provided during training with rotational weekend work

+ Full time position with flexibility desired based on the seasonality of our business

**Work Location:**

+ Fast forward your success by participating in our onsite training program in a standard day shift for 6 – 10 weeks

+ This position offers hybrid work models after the successful completion of training and on the job nesting period. Once completed, employees will enjoy the opportunity to work from home up to 3 business day per week

**Primary Responsibilities:**

+ Answer incoming phone calls from prospective members, identify the type of assistance and information the customer needs with the goal to convert caller to a qualified lead and sale

+ Follow up with members on questions or to review current or new products and services

+ Navigate multiple computer systems to document member information while maintaining active listening and engagement with member

+ Demonstrate knowledge of the product portfolio by addressing needs of members, explaining the differences between products, and assisting selection of product to best meet their needs

+ Assist in completion of the enrollment application over the phone, staying consistent with product requirements and enrollment guidelines

+ Meet the goals established for the position in the areas of performance, attendance, and consumer experience

+ Meet and maintain requirements for agent licensure, appointments, and annual product certification

**Compensation & Benefits:**

+ As a licensed agent, your total compensation is determined by your ability to sell and deliver a great customer experience

+ Compensation = Base pay + monthly sales incentive

+ Average annual earnings $50K – $65K through a combination of base plus sales commissions

+ Top performers can earn $80K (+)

+ Sign-on bonus of up to $3,000 for external candidates

+ 15 days accrued Paid Time Off during first year of employment plus 8 Paid Holidays

+ Medical Plan options along with participation in a Health Spending Account or a Health Saving account

+ Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage

+ 401(k) Savings Plan, Employee Stock Purchase Plan

+ Education Reimbursement

+ Employee Discounts

+ Employee Assistance Program

+ Employee Referral Bonus Program

+ Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

+ Fun and competitive work environment focused both on teamwork and individual success!

+ More information can be downloaded at: http://uhg.hr/uhgbenefits

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ High School Diploma/GED (or higher) OR 4+ years of customer service/sales experience

+ Within 30 days, must obtain all appropriate state insurance licenses (may be completed during training)

+ Ability to work regularly scheduled shifts, including the training period, with the flexibility to adjust daily schedule and work over-time and/or weekends as needed

+ Must live in commutable distance to our 410 N Scottsdale Road, Tempe, AZ office

+ Bilingual (Spanish/English)

**Preferred Qualifications:**

+ Previous sales experience

+ Familiarity with computer and Windows PC applications, which includes the ability to learn new and complex computer system applications

+ Flexibility to customize approach to meet all types of caller communication styles and personalities

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.**

The salary range for this role is $16.00 to $24.04 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

\#RPO #YELLOW

Leads and inspires a high-performing team of hybrid sales professionals within Vanguard’s dynamic Broker Dealer channel, fueling growth and innovation for a key, rapidly evolving broker-dealer partner. This team thrives on building meaningful advisor relationships through strategic, insight-driven engagement—strengthening partnerships and driving long-term value.

Serves as a strategic leader and relationship architect, collaborating with others to shape the direction of this high-impact partnership. Contributes to firm-wide strategy, offer development, and distribution execution, while empowering the sales team to expand reach and deepen influence across the advisor footprint.

Core Responsibilities

+ Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

+ Drives team to achieve sales and retention goals through targeted prospecting activities.

+ Sets strategic sales approach which includes tracking and measuring of key performance metrics. Oversees sales process and ensures that sales executives are effectively executing the sales strategy to achieve established sales goals, including identification of new business relationships, and segmentation strategy.

+ Collaborates with peers and colleagues to ensure coordination of client trends, thought leadership, and development of valuable and timely advisor solutions to the marketplace.

+ Maintains an in-depth understanding of compliance and risk, regulatory and departmental policies and procedures. Ensures the team operates within the set of guidelines.

+ Monitors sales executive calls for coaching and compliance purposes. Occasional travel may be required to monitor in-person meetings by sales executives.

+ Develops and continues to improve service model for defined segment within intermediary channel. Assesses client needs and behavior as a basis for recommending service enhancements.

+ Participates and actively contributes to the annual business planning process and long-term strategic direction.

+ Participates in special projects and performs other duties as assigned.

Qualifications

+ Eight years related work experience. Five years of sales experience preferred.

+ Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

+ Progress towards MBA, CFA, CIM preferred.

+ This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Producer/Broker

Hours : 8:30-5:00 Local Time

Location : Remote or hybrid, depending on your area

Compensation : $50,000 - $150,000

Offices : At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States:

+ California: Irvine

+ Florida: Tampa

+ Idaho: Sandpoint

+ Illinois: Chicago

+ Louisiana: Covington

+ Minnesota: Shoreview

+ Pennsylvania: Canonsburg

+ Texas: Arlington and Houston

Who We Are:

Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states.

USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members.

Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment.

In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement.

Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success.

The Role Itself

In this role, you will engage directly with our primary customer, the independent Property and Casualty Retail Agent. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ultimately securing coverage for our business enterprises within the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business.

Responsibilities include :

+ Develop a network of relationships with retail insurance agents, soliciting new business through sales and marketing techniques

+ Build relationships with our in house binding and brokerage markets

+ Be creative in assessing accounts and negotiating terms

+ Handle accounts of all sizes through thru the life-cycle, including administrative workflows in conjunction with the support team(s) to establish accurate and prompt responses to service issues

+ Consistently demonstrate a professional, positive, team-oriented attitude

+ Travel and attend company approved conferences, seminars, and other educational activities required to stay current on latest developments, trends, and regulations in the marketplace

What We Are Looking For:

To perform this job successfully, an individual must be able to demonstrate consistent competency in each essential job duty.

+ 3 years of either wholesale broker/MGA or carrier experience, excess & surplus lines preferred

+ Must be a sales driven “people person” who likes to establish new relationships while learning communication strategies and sales methods.

+ Energetic, self-motivated, goal oriented, and able to thrive in a team environment.

+ Strong knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures.

+ Certificates, Licenses, Registrations: P&C License required. E&S License preferred, but not required.

+ Must be experienced in Word, Power Point, Excel, Outlook Adobe Reader, and other Windows based software applications.

+ Ability to quickly learn new programs and applications.

What USG has to offer:

+ Comprehensive Benefits Package including:

+ Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program

+ Medical, Dental, Vision, and Life

+ 401K Retirement Plan

+ Flexible Spending Account

+ Dependent Care

+ Tuition Reimbursement

+ Producer Savings Bonus Plan

+ A week of hands-on, in-person training to meet our corporate team

+ Access to 24/7 virtual training through USG University

+ Outstanding Company Holiday Schedule and Generous Paid Time Off Package

+ Potential for exponential growth in the company

Join Us!

If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance.

Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available.

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