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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location, • Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description Remote Sales Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Life Insurance Sales Agent – Earn up to $2,500+ a week with Exclusive Leads! Contractor Dental, Medical $60,000 to $100,000 a year Earn what you’re worth and get paid in 24 hrs. No cold calling! We can help you get licensed. Are you a motivated and goal-oriented individual looking to make more money than your current job provides? We have the perfect opportunity for you! Weekly Pay: Up to $2,500 – Commission Only Position: Life Insurance Sales Company: Lincoln Heritage Life Insurance Company® Who We Are: Lincoln Heritage is the largest final expense life insurance company in the U.S. and continues to grow at a record pace. We are looking for sales agents who want to grow with us. For over 60 years, Lincoln Heritage has remained a company by and for sales agents; dedicated to ensuring success through training, unrivaled support, innovation, and financial opportunities –– all thanks to our exclusive sales program. Why Choose Us: • Competitive Compensation: We offer an unlimited commission structure that pays you within 24 hours. Along with performance-based incentives, you’ll reap the rewards of your hard work year after year with renewal income!, • Exclusive Sales Program: Our easy-to-sell program has been key to the success of our agents; we offer the market a truly unique insurance program. Best of all, there is absolutely NO COLD CALLING or book building – we provide all the branded leads you can work., • Comprehensive Training: No prior experience? No problem! Our local hiring manager provides thorough training that covers all aspects of insurance and working leads, ensuring you're equipped with the knowledge and skills needed to excel., • Career Growth: We believe in nurturing talent from within. As you gain expertise, you'll have ample opportunities for career advancement and the chance to make more money., • Supportive Environment: Join a team that values collaboration and encourages open communication. We’re here to guide and mentor you every step of the way., • Incredible Benefits: Health & Dental benefits for qualifying agents, exotic trip incentive destinations, exciting sales contests, and more! Key Responsibilities: • Learn and understand our easy-to-sell life insurance program., • Assist clients in selecting an insurance plan that best suits their needs., • Build and maintain lasting relationships with clients., • Collaborate with team members to achieve team targets and individual goals. Qualifications: • High school diploma or equivalent; additional certifications are a plus., • Strong interpersonal skills and the ability to communicate effectively., • Enthusiastic about learning and adapting to new challenges., • Goal-driven and able to thrive in a fast-paced environment., • A positive attitude and a desire to deliver exceptional customer service., • Willingness to obtain a life insurance license – we will help! If you're ready to launch your career selling insurance and are committed to providing top-notch service to clients, this is the place to be! Schedule your interview now!

Job Description Remote Sales representative Build a career - not just another sales job. Looking for an opportunity where your effort directly impacts your income and your future? We're seeking motivated individuals who are ready to build a long-term career in sales. Whether you're just getting started or looking for a fresh opportunity, we'll provide the training, mentorship, and support you need to succeed. No industry experience? That's okay. We have a proven training program that teaches you everything you need to know, along with ongoing coaching from experienced leaders who are invested in your success. What you'll do As a sales representative, you'll work directly with clients to help them understand and enroll in benefit programs that fit their needs. You'll receive qualified leads, follow a proven sales process, and continue developing your communication and leadership skills through ongoing coaching. • Meet with clients virtually to review benefit options, • Build trust and provide exceptional customer service, • Follow up with prospective clients, • Learn and apply our proven sales process, • Participate in ongoing training and professional development, • Work toward individual and team performance goals What we offer • Weekly pay, • Performance-based bonuses, • Uncapped earning potential, • Comprehensive paid training, • One-on-one mentorship, • Clear opportunities for advancement, • Company-sponsored incentive trips, • Health and life insurance benefits, • Industry-leading technology and sales tools, • Ongoing coaching from top-performing leaders, • Recognition programs that reward performance, • Flexible work environment What we're looking for • Strong communication skills, • Positive attitude, • Self-motivated and dependable, • Coachable with a willingness to learn, • Customer-focused mindset, • Comfortable using technology, • Sales or customer service experience is a plus, but not required Why join our team We believe in promoting from within and providing every team member with the tools to succeed. You'll receive hands-on training, ongoing mentorship, and a clear path for career advancement based on performance - not seniority. Whether your goal is to earn a strong income, develop leadership skills, or build a long-term career, you'll have the support and resources to make it happen.

Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you’re the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock! We’re currently seeking passionate individuals to join our team as Customer Service Associate, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Associate, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism. With our internal paid training and licensing program, you will become a certified subject matter expert on Plymouth Rock and affiliate insurance products. RESPONSIBILITIES • Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy., • Ensure first call resolution, making the customer experience as seamless as possible., • Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella)., • Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment., • Utilize your analytical and decision-making skills to address policy changes and corrections effectively., • Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise., • The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am–7:00pm Monday – Friday and 10:00am–3:00pm every third Saturday. QUALIFICATIONS • Strong interpersonal, communication, and organizational skills., • Analytical mindset with good decision-making abilities., • Proficiency in computer skills and data entry., • High motivation to take ownership and follow up on tasks., • Flexibility to adapt to a fast-paced, changing environment., • Ability to work weekdays and rotational Saturdays., • Must obtain a NJ Property & Casualty Insurance Producer License (You will receive fully paid training, and we will sponsor you for your insurance license)., • High school diploma required, college degree is a plus!, • Spanish language proficiency is a plus! SALARY RANGE The pay range for this position is $48,000 to $52,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym and health center at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them. Responsibilities: Individual and Group Sales including personal and team production: o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders. o Build customer relationships and respond to customer needs and concerns. o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated. Conduct Sales presentations consistent with new Customer Needs and Assessment approach: o Has knowledge of Company products. o Can efficiently present Company sales materials. o Can effectively demonstrate the Company's Sales Process. o Service customer service calls or refer to appropriate channel. Agent Field Training: o Field train and accompany all assigned Independent Agents as needed and requested by agent. o Support each New Agent to develop a solid understanding and foundation of the sales process. o Support Agents in assignment planning/appointment setting, as needed by agent. o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed. o Promptly report any operation issues in setting up a new piece of business ·Skills: o Entrepreneurship: Entrepreneurial spirit to build their own independent agency. o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently. o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand. o Goal Setting: Demonstrate personal initiative and goal oriented. o Obtaining a Life, Accident and Health license is required prior to being appointed.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – IAM Engineering Lead, • Department - CISO, • Corporate level - Director, • Report to – Head of Security Architecture, Design and Engineering, • Location – Iselin, New Jersey. On site 2 days per week, • Expected full-time salary range between $200,000 - $230,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: As Head of IAM Engineering, you will lead the strategic design, implementation, and governance of a comprehensive identity and access management program that protects CLS Services' most critical asset: trusted digital identity. This is a hybrid executive and technical role that bridges security, compliance, and business enablement in a highly regulated financial services environment. You will be responsible for architecting and scaling identity systems across our workforce, customers, and machine identities—each with distinct risk profiles and regulatory demands. This includes accelerating onboarding of applications and infrastructure into our IGA platform, expanding our PAM scope to network devices and non-traditional endpoints, building a comprehensive secrets management capability, and embedding AI-assisted automation to reduce manual operational burden while maintaining security and auditability. Key Responsibilities: • Scale application and infrastructure onboarding to IAG through a phased, iterative deployment strategy, prioritizing critical systems and expanding coverage over time to maximize early wins while managing complexity., • Automate provisioning and access reviews using IAG connectors, role-based access control (RBAC) frameworks, and AI-driven workflows to reduce manual errors and accelerate user lifecycle management., • Implement self-service capabilities and identity workflow automation to automate and accelerate onboarding to the IAG platform., • Maintain data quality and integration governance by establishing rigorous data cleansing practices, continuous syncing with authoritative HR systems, and monitoring to ensure accurate, consistent identity and entitlement data., • Where possible Leverage AI and machine learning to generate role recommendations, detect over-permissioning, and automate access certification workflows at scale., • Govern machine identities (workloads, services, future AI agents) through IAG lifecycle management, ensuring all identity types are managed through a unified access governance framework., • Deploy behavioral anomaly detection using AI/ML to identify unauthorized or suspicious IAM activities, including potential abuse by rogue AI agents operating at machine velocity., • Onboard critical device and infrastructure accounts to PAM, including network devices, databases, and cloud infrastructure, implementing just-enough-privilege (JEP) and just-in-time (JIT) access models to reduce standing privileges and blast radius., • Expand PAM scope beyond Linux/Windows to include network devices, databases, cloud infrastructure (AWS), and non-traditional endpoints (operational technology etc.) where applicable to CLS Services' infrastructure., • Where possible Implement JIT and zero standing privileges (ZSP) across PAM-managed resources, restricting privilege duration and scope to specific use cases and time-bound sessions. AI-Assisted IAM Operations • Redistribute high-volume, low-risk IAM tasks to AI agents, such as routine provisioning, deprovisioning, access reviews, and anomaly detection, while maintaining human oversight, exception handling, and strategic decision-making., • Implement AI-driven intelligent recommendations for access reviews, vulnerability remediation, and role engineering to accelerate decision cycles and improve accuracy., • Design and monitor AI agent identity lifecycle management, including provisioning, fine-grained authorization, token monitoring, and continuous audit of AI agent activities to prevent privilege escalation or unauthorized data access. Vendor and Technology Management • Negotiate and manage vendor relationships to ensure technical roadmaps align with CLS Services' strategy, support regulatory requirements, and deliver value. Measurement and Governance • Define and track outcome-driven metrics aligned with business objectives, such as:, • IGA onboarding cycle time and application/infrastructure coverage expansion, • Reduction in identity-related security incidents and unauthorized access events, • PAM scope expansion and just-in-time privilege adoption rates, • User experience and self-service adoption metrics, • AI recommendation accuracy and agent behaviour anomaly detection rates Engineering Leadership & Operating Model • Build and lead a high-performing security engineering function, aligned to product-based delivery., • Help define the target operating model for security engineering, including platform ownership, DevSecOps integration, and automation-first principles., • Establish clear engineering standards, patterns, and reusable security services., • Experience with tooling selection, deployment and vendor management., • Integration of tooling with downstream and upstream systems, • Tooling automation development, • Continuous Tooling Optimization, • Platform Health Monitoring, • Remediation Engineering, • Resiliency Engineering Stakeholder Engagement & Strategy • Work closely and partner with the ED, Head of Identity and Access Management., • Partner with CIO, CISO, heads of technology and senior business leaders to align security engineering initiatives with organizational priorities., • Work closely with the enterprise security architects and solution architects on control gaps, control maturity and business cases., • Translate risk and threat insights into practical engineering outcomes., • Manage vendor relationships and strategic technology partnerships. What we’re looking for: • Senior leadership in security engineering / cyber engineering in complex, regulated environments (markets technology / investment banking / FMI strongly preferred)., • Proven delivery of large-scale security platforms end-to-end (design → build → run), including multi-system integration., • Deep experience identity & privileged access engineering., • Strong track record of regulatory/audit engagement and evidence-based assurance., • Engineering mindset: able to go deep on architecture, automation, telemetry, and operational resilience., • Strategic thinker with the ability to translate vision into execution., • Strong communicator, able to influence at executive level., • Data-driven and outcome-focused, with a bias toward measurable security improvements., • Comfortable operating in fast-paced, evolving environments. Desirable Skills and Experience • SailPoint IGA platform administration and customization (roles, policies, workflows, connectors), • Delinea PAM platform expertise (credential management, session recording, just-in-time workflows), • Cloud infrastructure security (AWS IAM), • Identity and access intelligence (IAI) or AI/ML analytics applied to IAM use cases. Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 17000+, and has 58 offices in 21 countries within key global markets. Our Challenge: Identify and prioritise where AI can save time across business-as-usual (BAU) work, operational support and administrative tasks. Raise the team’s practical fluency with Microsoft 365 Copilot, Copilot Cowork and Copilot Studio so new habits stick. Deliver a small set of working agents, skills and reusable prompts that the team owns and can extend. Leave behind a governed, documented approach the team can sustain without external support. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within “Piscataway, NJ/ NYC, NY/ Charlotte, NC is $140K - $150K/year & benefits (see below). Responsibilities: Discovery and opportunity assessment: Work with team members in the US and UK to map day-to-day BAU, operational support and administrative work. Identify efficiency opportunities, including areas where the team already has the skills but lacks access to the right tools or the opportunity to apply them, and prioritise them by value and effort. Enablement and brown bag sessions: Plan, organise and deliver a series of brown bag sessions that bring the team up to speed on Microsoft 365 Copilot, Copilot Cowork and Copilot Studio, using real Corporate Platforms scenarios. Schedule sessions to suit both US Eastern and UK time zones and record them for later use. Agent and skill build" Support the design and building of agents and skills for Corporate Platforms use with Copilot Studio and Copilot Cowork, integrating with Teams, SharePoint, OneDrive, Outlook and Power Automate where appropriate. Coach team members to build alongside the consultant rather than for them. Adoption and change: Encourage day-to-day use through champions, follow-up clinics and practical guidance. Track adoption and usage, gather feedback and adjust the approach as the engagement progresses. Governance and responsible AI: Design every solution within Client’s AI governance, including license-owner approval for Copilot capabilities, data handling and responsible AI principles. Account for UK and EU data residency: access to Anthropic models in Copilot and Cowork is restricted for UK and EU colleagues because those models may process data in the US, and is opt-in after considering client, contractual and regulatory obligations. Knowledge transfer and handover: Document solutions, prompts and ways of working so the team can run and extend them independently. Agree ownership for each agent and skill and complete a structured handover before the engagement closes. Deliverables: • Opportunity assessment and backlog of AI use cases, prioritised by value and effort, with recommended tools and owners., • Training plan, brown bag session materials and session recordings, organised for ongoing reference., • A set of working agents and skills built with Copilot Studio and Copilot Cowork, plus a curated prompt library for common Corporate Platforms tasks., • Playbook and how-to guides covering build standards, governance checkpoints, and support and ownership arrangements., • Final report summarising adoption metrics, outcomes achieved, lessons learned and recommendations for next steps. Requirements: • Strong hands-on expertise in Microsoft 365 Copilot, Copilot Cowork and Copilot Studio, including designing, building and publishing agents., • Deep working knowledge of the Microsoft 365 ecosystem: Teams, SharePoint, OneDrive, Outlook and Power Platform, particularly Power Automate., • Proven track record of identifying and delivering productivity improvements through AI and automation in an enterprise setting., • Experience designing and delivering engaging training for technical and non-technical audiences, in person and virtually., • Sound understanding of data protection, responsible AI and regional data residency considerations, especially for UK and EU users, and of working within enterprise approval and licensing controls., • Excellent stakeholder management and communication skills, with the ability to work across US and UK teams and time zones. Preferred, but not required: • Relevant Microsoft certifications, such as Copilot or AI-related credentials or Power Platform certifications., • Experience with SharePoint-based intranets or corporate internet platforms., • Prior enterprise AI enablement or adoption programmes, ideally in a regulated environment. We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 21 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. S YNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

The Director, Comparative Rater Strategy & Analytics is responsible for leading comparative rater strategy and related competitive intelligence gathering, and analytics for Plymouth Rock’s Partners distribution channel. This role leads comparative rater strategy, market intelligence, and business analytics into strategic assets that drive profitable growth, improve competitive positioning, and support data-driven decision making across Plymouth Rock's distribution organization. The Director serves as the primary business leader responsible for understanding how Plymouth Rock competes, performs, and grows across agency, partnership, and comparative rater distribution channels. The position will partner closely with Product Management, Distribution, Marketing, IT, Operations, Underwriting, and Financial Planning to identify opportunities that improve growth, retention, profitability, agency productivity, and customer acquisition effectiveness. This is a working management position requiring both strong leadership capabilities and the ability to personally conduct analyses, develop recommendations, and influence business decisions. RESPONSIBILITIES Comparative Rater Strategy & Optimization • Develop and execute Plymouth Rock's comparative rater strategy, including platform optimization, vendor management, implementation governance, and long-term roadmap planning., • Serve as the primary relationship owner with comparative rater vendors, driving improvements in quote performance, agent experience, carrier visibility, and operational efficiency., • Partner with Product, Underwriting, and IT teams to ensure product, rate, underwriting, and filing changes are accurately implemented across comparative rating platforms., • Lead optimization of comparative rater workflows, including eligibility rules, company-specific questions, defaults, quote return performance, carrier visibility logic, and quality assurance processes., • Monitor comparative rater performance and develop recommendations to improve agency adoption, quoting efficiency, and policy conversion. Competitive Intelligence & Market Strategy • Lead Plymouth Rock's competitive intelligence efforts within the Partners distribution channel by monitoring pricing position, product competitiveness, quoting performance, market trends, and competitor activity. Collaborate with stakeholders in Product Management and IT to drive improvements in these results., • Develop competitive intelligence frameworks, dashboards, and executive reporting that benchmark Plymouth Rock's performance and identify opportunities to improve market share, profitability, and growth., • Analyze competitive positioning by state, product, agency segment, and distribution channel and translate findings into actionable recommendations., • Monitor comparative rating technology, insurtech innovation, and emerging market trends while supporting Product and Distribution leadership in evaluating opportunities and threats. Distribution Analytics & Business Performance • Deliver performance measurement, business intelligence, and decision support across partnership, agency, and comparative rater distribution channels., • Develop executive dashboards, KPI frameworks, and management reporting that measure growth, retention, profitability, agency productivity, customer acquisition effectiveness, and overall distribution performance., • Partner with Finance to optimize agency economics, compensation effectiveness, producer productivity, customer lifetime value, and channel profitability to support investment decisions and resource allocation., • Partner with Distribution, Product, and Marketing leadership to identify, prioritize, and execute initiatives that increase quote volume, policy growth, partner productivity, and distribution profitability., • Support business development efforts through partner evaluations, business case development, growth opportunity analysis, and strategic planning., • Ensure reporting accuracy, analytical consistency, data governance, and effective use of data across the organization. Leadership & Stakeholder Management • Lead and develop a high-performing team responsible for comparative rater optimization, competitive intelligence, reporting, analytics, and business performance insights., • Establish priorities, allocate resources, and manage team workloads to support strategic business objectives., • Build strong partnerships across Product, Distribution, Marketing, Finance, IT, Operations, Underwriting, and Financial Planning teams., • Present findings, recommendations, and strategic initiatives to executive leadership and translate complex analytical findings into actionable business decisions. QUALIFICATIONS • Bachelor's degree in Mathematics, Statistics, Economics, Actuarial Science, Business Analytics, Computer Science, Finance, or a related field required; advanced degree preferred., • 10+ years of progressive experience in insurance analytics, competitive intelligence, distribution strategy, product management, pricing, business intelligence, or related disciplines., • Minimum 5 years of leadership experience managing analytical, strategic, or business performance teams., • Strong knowledge of personal lines insurance, agency distribution models, customer acquisition strategies, and channel economics., • Experience with comparative rating platforms such as Vertafore, EZLynx, PL Rating, EPIC, Bolt, or similar technologies preferred., • Advanced SQL proficiency and experience working with large-scale data environments., • Strong analytical and reporting skills utilizing Excel, Tableau, Power BI, SAS, Python, R, or similar tools., • Demonstrated ability to influence product, pricing, underwriting, marketing, and distribution strategies through analytical insights and business recommendations., • Exceptional communication, problem-solving, and strategic planning skills. Key Success Metrics • Comparative rater quote volume growth, • Quote-to-bind conversion performance, • Share of #1 and Top 3 quote positions, • Competitive positioning versus key market competitors, • Independent and captive agency premium growth, • Agency productivity and retention performance, • Customer acquisition and conversion effectiveness, • Distribution profitability and channel economics, • Reporting accuracy and timeliness, • Comparative rater implementation quality, • Adoption and utilization of analytical insights, • Executive stakeholder satisfaction SALARY RANGE The pay range for this position is $186,500 to $247,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym and health center at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within New Jersey $130k - $140k/year & benefits (see below). Title: Forward Deployment Engineer Location: Warren, NJ Required Qualifications • Senior Software Engineer or Tech lead with Microsoft Tech stack, • Experience with Azure, • Experience with Copilot Studio and Copilot Cowork, • Experience with Microsoft Fabric, • Strong communication and experience working directly with business teams, • Proven experience building agentic or multi-agent AI systems that run in production and serve real users — working systems, not demonstrations., • Strong command of state management, concurrency, idempotency and authorisation for systems that act on a system of record on behalf of many users., • Substantial software development experience in at least one language such as Python, TypeScript/JavaScript, C# or Java — you can architect, write, review and debug production code., • Hands-on integration experience with enterprise APIs and data platforms, including designing safe read and write paths and handling failure gracefully., • Working knowledge of modern AI application patterns — retrieval-augmented generation, prompt and context design, agent orchestration, tool use and protocols such as MCP., • Strong, hands-on command of a major cloud platform, ideally Azure — able to independently provision, configure, deploy, secure and operate cloud resources, owning an application end to end rather than only consuming pre-built services., • Demonstrated ability to prototype rapidly, using AI-assisted development and fast iteration to turn a loosely defined idea into something usable in days., • The judgement and autonomy of a senior individual contributor — able to make sound architecture and feasibility calls alone, under time pressure, and explain them to non-technical stakeholders. Preferred Qualifications • Direct experience with Microsoft Fabric — Lakehouse, Warehouse, Data Factory, Real-Time Intelligence, Power BI and OneLake — or a comparable enterprise data platform., • Experience with Microsoft Copilot Studio, Power Platform, Azure AI Foundry, or agent-builder platforms such as Lyzr or Moveworks., • Integration experience with major Corporate Function systems of record — for example Oracle HCM, SAP, Workday, Salesforce, Dynamics 365 or ServiceNow., • Familiarity with enterprise governance concerns: identity and access management, data classification and residency, responsible AI policy, and evaluation of model output., • A background that blends software engineering with consulting, business transformation or a Corporate Function discipline., • Experience delivering in short, iterative cycles directly with non-technical business stakeholders., • Hands-on experience with Agentic AI is a Must-Have., • Most relevant candidates hands-on with MS technologies, Azure and Microsoft’s Agentic AI suite, • Good communication skills is a must-have since this individual will be directly working with business teams We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 21 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. SYNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Our client is seeking a Senior Software Engineer to serve as the technical lead and primary owner of a critical enterprise application supporting thousands of insurance agents across the organization. This role is ideal for a hands-on technical leader who combines strong Java development skills with deep SQL Server expertise. The successful candidate will take ownership of application architecture, development, support, and ongoing enhancements while providing technical direction to a small team. The application manages agent hierarchies, contracts, licensing, territories, writing authority, and other business-critical insurance data and is used broadly throughout the organization. We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $72.00 to $80.00/hr. w2 What You'll Do • Serve as the primary technical owner of a mission-critical enterprise application, • Lead design, development, maintenance, and support efforts across the application stack, • Drive technical decisions and provide leadership to UI, middleware, and database developers, • Design and develop scalable Java-based business applications and web services, • Build and support RESTful APIs, middleware integrations, and service-layer architecture, • Analyze, troubleshoot, and resolve complex production issues, • Develop and execute large-scale data updates and operational database requests, • Write, optimize, and tune complex SQL queries, stored procedures, and data scripts, • Collaborate with business stakeholders to gather requirements and translate them into technical solutions, • Ensure software quality through code reviews, testing, documentation, and best practices, • Identify performance bottlenecks and implement improvements to application scalability and reliability, • Support application enhancements, data migrations, and ongoing production operations Required Qualifications • 8+ years of software engineering experience, • Proven experience serving as a technical lead, application owner, or senior engineer responsible for end-to-end system delivery, • Strong Java/J2EE development experience, • Experience with Spring MVC, REST services, JMS, Mule ESB, MyBatis, XML, XSLT, SOAP, Maven, JSON, and related technologies, • Strong front-end development experience with Angular 11+, TypeScript, JavaScript, Bootstrap, and PrimeNG, • Expert-level SQL Server experience, • Experience writing complex SQL queries, joins, stored procedures, and large-scale update scripts, • Strong understanding of SQL performance tuning, data analysis, and database design, • Experience supporting business data requests and operational data maintenance activities, • Experience working across the full software development lifecycle, • Excellent communication, leadership, and stakeholder management skills Highly Desired • SQL Server performance tuning and query optimization, • Data migration and data analysis experience, • Insurance industry experience, • Enterprise application ownership experience, • Experience leading teams without direct management authority, • DB2 experience, • AWS experience, including Lambda and S3, • Experience designing scalable service-oriented architectures What Success Looks Like The ideal candidate is not simply a Java developer or a database developer. They are a technical leader who can: • Own an enterprise application end-to-end, • Write advanced SQL without relying solely on frameworks or ORMs, • Design and support middleware and web services, • Lead technical discussions and drive work independently, • Take initiative and operate with minimal oversight, • Balance hands-on development with application ownership responsibilities

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 17000, and has 58 offices in 22 countries within key global markets. Our Challenge: We are seeking for Forward Deployed Engineers [.Net/ Microsoft Copilot Studio/ Azure AI] to design and ship agentic AI applications across our Corporate Functions — Finance, HR, Legal, Procurement, Marketing and Sales operations. You will be embedded directly with the people who own the process, taking a real business problem from idea to a working, production-grade solution in weeks rather than quarters. This is hands-on engineering. You will typically be the sole technical seat in a small pod alongside a process owner and a business sponsor, building applications that run multi-step workflows, hold state across many users, and act directly on enterprise systems of record. That is materially harder than a chatbot, and it is the point of the role. You will build on Microsoft Fabric as our enterprise data platform and on Azure AI services, and you will help set the technical patterns the wider team reuses. If you want to build serious AI systems that change how a 50,000-person business actually works, and you want the autonomy to do it properly, this is the role. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within Piscataway, NJ/ King of Prussia, PA is $130K-$140K /year & benefits (see below). Responsibilities: • Design, build and harden agentic AI applications that read from and write to enterprise systems of record, grounded on Microsoft Fabric and Azure AI services., • Embed with a Corporate Function team as the technical lead of a small, multi-functional pod — moving from problem, to prototype, to production at pace., • Run a tight, iterative build cycle: align on the outcome, prototype, gather feedback, refine and finalise, typically within one to two weeks per loop., • Own the quality of what you ship end to end — security, reliability, scalability, observability, and safe, governed write-back to source systems., • Make the right build call for the problem: low-code and agent-builder platforms where they fit, custom code where they do not., • Ensure the data behind each solution is AI-ready — modelled, governed and documented in Fabric, with lineage and access control that will stand up to audit., • Set and document the reusable technical patterns, components and guardrails the team applies across every engagement., • Become credible in a new business domain quickly, and challenge requirements constructively to land on the right solution rather than the requested one. Requirements: • Proven experience building agentic or multi-agent AI systems that run in production and serve real users — working systems, not demonstrations., • At least 5 years and hands-on with Microsoft technologies, Azure and Microsoft’s Agentic AI suite, • Experience with Microsoft Copilot Studio, Copilot Cowork, Power Platform, Azure AI Foundry, or agent-builder platforms, • Direct experience with Microsoft Fabric — Lakehouse, Warehouse, Data Factory, Real-Time Intelligence, Power BI and OneLake — or a comparable enterprise data platform., • Experience with Microsoft Azure, • Strong command of state management, concurrency, idempotency and authorisation for systems that act on a system of record on behalf of many users., • Substantial software development experience in at least one language such as Python, TypeScript/JavaScript, C# or Java — you can architect, write, review and debug production code., • Hands-on integration experience with enterprise APIs and data platforms, including designing safe read and write paths and handling failure gracefully., • Working knowledge of modern AI application patterns — retrieval-augmented generation, prompt and context design, agent orchestration, tool use and protocols such as MCP., • Strong, hands-on command of a major cloud platform, ideally Azure — able to independently provision, configure, deploy, secure and operate cloud resources, owning an application end to end rather than only consuming pre-built services., • Demonstrated ability to prototype rapidly, using AI-assisted development and fast iteration to turn a loosely defined idea into something usable in days., • The judgement and autonomy of a senior individual contributor — able to make sound architecture and feasibility calls alone, under time pressure, and explain them to non-technical stakeholders., • Strong communication and experience working directly with business teams. Preferred, but not required: • Integration experience with major Corporate Function systems of record — for example Oracle HCM, SAP, Workday, Salesforce, Dynamics 365 or ServiceNow., • Familiarity with enterprise governance concerns: identity and access management, data classification and residency, responsible AI policy, and evaluation of model output., • A background that blends software engineering with consulting, business transformation or a Corporate Function discipline., • Experience delivering in short, iterative cycles directly with non-technical business stakeholders. We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 22 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. SYNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Job Description We are seeking an Insurance Agent (P&C) to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients. Responsibilities: • Present and sell insurance policies to new and existing clients, • Quote and calculate suitable plans based on clients' needs, • Resolve client inquiries and complaints, • Service clients on existing policies, • Expand business reach through networking techniques, • Comply with insurance standards and regulations, • Track production to keep minimum quota of $10,000 in sold production monthly Qualifications: • Previous experience in insurance, customer service, or other related fields, • Ability to build rapport with clients, • Strong negotiation skills, • Excellent written and verbal communication skills, • Ability to prioritize and multitask, • Licensed in Property & Casualty Insurance Benefits / Perks: • Work from Home, • We provide a work computer, • We provide free training for our platforms, • We provide warm leads to help get your career started Big Plus: • Bilingual\nCompany Description We are an independent insurance agency with over 10 years of experience and access to many major insurance carriers such as Progressive, Geico, Liberty Mutual, AAA, Plymouth Rock, Nationwide, National General, Franklin Mutual, and more. We have proven business plan to help agents grow. We are looking for hard working people who are reliable to join our team. We are an independent insurance agency with over 10 years of experience and access to many major insurance carriers such as Progressive, Geico, Liberty Mutual, AAA, Plymouth Rock, Nationwide, National General, Franklin Mutual, and more. We have proven business plan to help agents grow. We are looking for hard working people who are reliable to join our team.

Job Description Insurance Sales Representative (South Plainfield, NJ) POSITION OVERVIEW I am looking for enthusiastic candidates for an insurance sales producer position. This position is located at Daniel Barros State Farm Agency in South Plainfield, NJ. The right candidate will build and develop customer relationships within the community to promote insurance products including auto, home, and life insurance products. I seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. We work with many Spanish speaking clients, so being fluent in Spanish is important. Sales and systems training is provided. RESPONSIBILITIES • Develop leads (some of which are provided by the agency), identify customer needs, and market appropriate products and services, • Establish customer relationships and follow up with customers as needed, • Use a customer-focused, needs-based review process to educate customers about insurance options., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification., • Other duties as assigned DESIRED SKILLSET • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal, and listening, • Ability to assess customer needs and conduct effective interviews, • Previous experience in a sales role is preferred but not required, • NJ Property, Casualty, Life Producer licenses required. Can be obtained after hire date. (Cost of licensing and continued education is reimbursable), • Self-motivated and able to work in a team environment, • Fluent in Spanish COMPENSATION AND BENEFITS • Base Salary: (This can vary based on experience), • Uncapped Commissions: Based on your new production monthly. You control how much you can earn, • Bonuses: Based on performance achievements throughout the year, • Paid Time Off: Up to 4 weeks of PTO per year (vacation/sick/personal days) as well as major holidays GROWTH POTENTIAL Within Agency: Annual reviews and raises, as well as positional promotions (Ex: Insurance Account Rep, Senior Insurance Account Rep, Sales Manager, etc.) Agent Aspirant: If you have what it takes, you can also become a State Farm agent and run your own agency. This position will provide valuable insight about the insurance industry, and as an authorized State Farm agent team member, you can enter the Agent Aspirant program. This program is designed by State Farm to locate motivated individuals with an entrepreneurial mindset. The agent (Daniel Barros) will train the candidate on how to run an agency. HOURS Monday through Friday - 9:00am - 5:00pm EMPLOYMENT TYPE: Full-Time SALARY $60,000.00 to $85,000.00 /year \nCompany Description State Farm Insurance Agency located in South Plainfield, NJ. State Farm Insurance Agency located in South Plainfield, NJ.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job DescriptionBenefits: • 401(k), • Dental insurance, • Opportunity for advancement, • Paid time off, • Training & development About Role: We are seeking a highly experienced Gen AI Platform Lead with deep expertise in Agentic AI development, autonomous AI systems, multi-agent orchestration, LLM infrastructure, voice AI, speech-to-speech systems, speech-to-text pipelines, video generation, image generation, and enterprise AI platforms. The ideal candidate will lead development of advanced AI systems including digital employees, AI voice agents, conversational AI, workflow automation, real-time AI communication systems, and AI-powered multimedia platforms Role: Gen AI Platform Lead Location: South Plainfield, NJ (Onsite) Position: Fulltime + Benefits

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at (https://www.intuitbenefits.com/) Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description WHO WE ARE At Equiliem, we're an award-winning workforce solutions company with over 31 years of experience connecting great people with great organizations. As we continue to grow, we're looking for passionate, results-driven individuals who are ready to make an impact. Here, we believe work should feel meaningful—and that's where you come in. ABOUT THE ROLE The Workforce Solutions Sales Executive handles generating new business for Equiliem's Workforce Solutions Division, which offers Employer of Record (EOR) services, Agent of Record IC/1099 Compliance (AOR) services, and MSP services. This role will also be able to cross-sell our staffing services when aligned to client needs. The Workforce Solutions Sales Executive will prospect, qualify, consult, and close new clients while building long-term relationships that support scalable workforce programs. Success requires strong outbound activity, a pre-built network of industry partner connections, strategic pipeline development, and the ability to clearly articulate EOR, AOR, and MSP services. Responsibilities Co-develop, with leadership, and execute a national sales strategy to achieve annual revenue and profitability goals for Equiliem EOR/AOR and MSP opportunities. Identify and pursue new business opportunities across target markets and industries in mid-market through Enterprise buyers. Collaborate with Precision (engineering, professional), Healthcare, Demand (government, and MSP client accounts) on pipeline joint opportunities for staffing and EOR Deepen partnerships and MSP relationships, with a heavy focus on targeted selling into MSP accounts. Expectation: first deal closure within 6 months of start Client & Account Expansion Expand existing staffing and MSP accounts into EOR engagements Partner with Account Managers and Recruiters to identify EOR opportunities Navigate procurement, HR, legal, and MSP stakeholders Support RFPs, pricing strategy, and solution design Internal Collaboration Work cross-functionally with recruiting, payroll, compliance, and operations Ensure smooth handoff from sale to delivery Help refine messaging, pricing, and ideal customer profiles WHAT YOU'LL BRING We are looking for an industry professional that is a self-starter, knows how to navigate the sales landscape, and has the ability to develop and close deals independently Required: 5+ years in staffing, workforce solutions, or MSP sales Proven experience selling contract staffing, payrolling, or workforce services Your own network of industry partners such as VMS, MSP, and other staffing partners for the purposes of lead generation collaboration as needed. Strong understanding of: W-2 employment models & IC Compliance MSP environments Compliance and co-employment concepts (US-based) · Track record of expanding enterprise or strategic accounts YOUR BUSINESS IMPACT Revenue & Fulfillment: Your ability to sell EOR solutions directly drives new revenue, onboarding volume, and expansion opportunities across target industries. Client Retention: High-quality consultation and strong delivery partnerships strengthen long-term client relationships and lead to expanded scopes and repeat business. Operational Efficiency: Your consultative approach helps clients streamline onboarding, reduce compliance risks, and improve worker engagement through EOR solutions. Brand Reputation: As a representative of Equiliem, your expertise and professionalism reinforce our position as a trusted workforce solutions partner. COMPENSATION, BENEFITS & WORK DETAILS Budgeted Salary: $110-150K PLUS monthly commission in addition to base salary on every product you sell for Equiliem. Benefits Package Includes: Medical, Dental, Vision, STD, Life Insurance, responsible PTO, 401K, and 7 paid holidays Work Location: Remote Role Classification: Exempt EEO Employer Equiliem is an equal opportunity employer. We do not discriminate or allow discrimination based on race, color, religion, creed, sex, age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Equiliem will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at support@equiliem.com or (732) 238-6050. Equiliem.com #ZR

Job Description Are you ready to shape the future of authentication? Join 1Kosmos and help lead the next wave in identity assurance and passwordless innovation. 1Kosmos is driving the future of identity security, empowering organizations to eliminate passwords and establish trust at every step of the identity lifecycle. As a vibrant team of innovators, we develop advanced authentication solutions trusted by some of the world’s leading brands. Join us as we create a passwordless world and set new standards for digital identity assurance. Your Title: SeniorDirector of Engineering Your Location: Hybrid – Edison, NJ HQ You Report to: SVP of Engineering and Chief Architect Compensation: $225,000 or more depending upon experience At 1Kosmos, our leaders are active, builder-first contributors. We are looking for an engineering leader who stays close to the code—someone who enjoys diving into technical challenges, understanding system internals, and driving execution from the front lines through active participation in architectural design, code reviews, and hands-on problem-solving. You possess an "always sleeveless" mindset: no task is too technical, no bug is too small, and no architecture is too complex for you to dive into. You will step into a cloud-agnostic microservices environment, gain deep context on what we’ve built, and actively drive execution, performance, security, and system evolution. What You’ll Do: • Lead from the Front: Manage, mentor, and elevate a mid-sized engineering team while remaining deeply technical and hands-on in code, system design, and infrastructure., • Master Existing Architecture First: Take full ownership of existing architectures. Deeply understand the whybehind our current design decisions before making tactical shifts or introducing new paradigms., • Build Real Agentic Systems: Work hands-on with our agentic stack (AWS Bedrock / Python / Node), going far beyond basic LLM prompts or chatbots. Open the hood to optimize agent workflows, orchestration, reliability, and security., • Drive Performance & Security: Maintain a relentless focus on low latency, high throughput, platform resilience, and enterprise security across our cloud-agnostic microservices topology., • Own Delivery & Reliability: Partner with product and QA leads to ensure clean, reliable, and zero-downtime deployments., • Foster a Zero-Ego Culture: Build a collaborative environment where ownership is non-negotiable, and execution speaks louder than slides. What you bring: • 10+ years of software engineering experience with recent, hands-on engineering leadership (Director / VP level in high-growth B2B SaaS)., • Core Microservices Stack: Deep, practical experience in Node.js (90% of our stack) alongside Java or GoLang., • Cloud & Infrastructure: Hands-on mastery of containerized, cloud-agnostic environments (Kubernetes, AWS)., • Applied Agentic Experience: Demonstrated experience building and operationalizing autonomous agents and agentic workflows (experience with AWS Bedrock is a huge plus)., • Security-First Mindset: Deep appreciation for platform security, identity management, compliance, and secure software development practices., • Leadership Style: Proven track record of both building 0-to-1 systems and taking ownership of mature, inherited codebases. Who thrives here: Builders who love creating something from nothing and aren't afraid of rolling up their sleeves Fast movers who navigate ambiguity with confidence and iterate at speed Problem solvers who are energized by complex, evolving challenges Collaborators who can influence without authority and build strong cross-functional relationships Data enthusiasts who let evidence drive decisions, not opinions Mission-driven professionals passionate about fighting fraud and protecting customers What we offer: Opportunity to build and lead a critical function at a high-growth Series B startup Competitive salary and equity package Health, dental, and vision insurance Unlimited PTO Policy Collaborative, fast-paced culture where your impact is immediate and visible

Job Description About GenScript Founded in 2002 in New Jersey, GenScript Biotech Corporation accelerates innovation in biotech and healthcare by providing researchers and companies with the building blocks needed to develop groundbreaking treatments and products. Guided by its mission to Make People and Nature Healthier Through Biotechnology, and its role as a well-recognized biotechnology company, GenScript has a team of approximately 6,165 employees and has served more than 200,000 customers across over 100 countries and regions. Job Title: Enterprise AI Agent Development Engineer Supervisor: Head of AI for Industry, Digital & Intelligent Technology Center Location: Piscataway, NJ (Onsite) Compensation: Targeting $150,000 - $180,000 based on experience level. Key Responsibilities • Design, develop, test, and continuously optimize enterprise AI Agents., • Build capabilities such as task planning, tool calling, and workflow orchestration using large language models., • Integrate AI Agents with enterprise systems, including ERP, CRM, OA, supply chain, and order management systems, to automate cross-system business processes., • Develop and optimize enterprise system interfaces and Agent tools., • Collaborate with product and business teams to deploy AI Agent solutions in real-world enterprise scenarios.Qualifications, • Master's degree or above in Computer Science, Artificial Intelligence, Software Engineering, or a related field, and at least 3 years work experience., • Strong software engineering fundamentals and proficiency in Java and Python., • Experience in large language model application development, with an understanding of prompt engineering and function calling., • Hands-on experience with Agent development frameworks, particularly LangGraph and Agent Scope., • Familiarity with APIs, databases, microservices, and common enterprise system integration methods., • Strong system design, problem-solving, communication, and collaboration skills., • Fluency in Mandarin Chinese and English to collaborate effectively with internal and external stakeholders.Preferred Qualifications, • Experience developing and deploying enterprise AI Agent solutions., • Experience integrating ERP, CRM, OA, supply chain, or order management systems., • Familiarity with MCP, OAuth 2.0, SSO, and RBAC., • Experience with complex workflow orchestration, multi-Agent collaboration, or private deployment of large language models. #LI-EB1 #GS Benefits: Benefits include medical, dental, and vision insurance as well as a 401(k) retirement plan with a company match that vests fully on day one. We offer paid parental leave after just three (3) months of employment, and a paid time off policy that includes vacation time, personal time, sick time, floating holidays, and company holidays. Additional benefits include flexible spending and health savings accounts, life and AD&D insurance, short- and long-term disability coverage, legal assistance, and supplemental plans such as pet, critical illness, accident, and hospital indemnity insurance. We also provide commuter benefits, well-being initiatives, and peer-to-peer recognition programs; demonstrating our ongoing commitment to building a culture where our people feel empowered, supported, and inspired to do their best work. GenScript USA Inc/ProBio Inc. is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is the Company's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law. GenScript USA Inc./ProBio Inc. maintains a drug-free workplace. Please note: Genscript USA Inc./ProBio Inc. will only contact candidates through verified application sources. GenScript/Probio does not request personal information from candidates through individual email or any other platform.

Job Description Location: Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: Uncapped Commission-Based About Us: We’re looking for ambitious, licensed Life and Health Insurance Agents who are ready to take their career to the next level—not just as an agent, but as a leader and business owner. This opportunity is built for professionals who want to build their own business, develop a team, and create something they can grow over time. We’re looking for individuals who lead by example, take ownership, embrace an entrepreneurial mindset, and are motivated by both personal achievement and helping others succeed. We believe great leaders treat their careers like a sport: show up prepared, stay disciplined, keep improving, coach the people around you, and celebrate team wins. Responsibilities: Identify client needs and recommend tailored insurance solutions Develop and maintain strong client relationships Generate leads through networking, referrals, and company-provided resources Educate clients on available policies and coverage options Follow up with prospects to close sales and maintain customer satisfaction Stay informed about industry trends and product offerings Work independently while collaborating with a supportive team What We Offer: Competitive commission structure with potential for bonuses Flexible work schedule (remote position) Comprehensive training and mentorship programs Access to top-rated insurance carriers and products Opportunities for career growth and leadership development Supportive team culture with ongoing coaching and professional development Requirements: Insurance license (or willingness to obtain one – we provide guidance) Strong communication and interpersonal skills Self-motivated with a results-driven mindset Ability to work independently and manage time effectively Basic computer skills for CRM and client management Technical devices to conduct business

Job DescriptionCommercial Loan Assistant – To $80K – East Brunswick, NJ – Job # 3825-9466 Who We Are:The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position:Our bank client is seeking to fill a Commercial Loan Assistant role in the East Brunswick, NJ area. The position is responsible for documenting collections, closing and handling loan payments and advances, telephone and personal interaction with customers and third-party vendors to accommodate banking needs and solve problems, and other general duties. The Commercial Loan Assistant is responsible for accurate and timely loan preparation, servicing, and maintenance of commercial loan portfolios. The opportunity has a generous salary of up to $80K and a benefits package. (This is not a remote position). Commercial Loan Assistant responsibilities include: • Correspond with applicants to gather financial information for the loan approval process., • Order preliminary title work, UCC searches, Flood Certificates, environmental reports, Credit Reports, and all other necessary data., • Assists Commercial Loan Officers in managing portfolios and administrative tasks as assigned., • Working directly with Commercial Loan Officers, Treasury Management, and other team members to effectively grow portfolio revenue by presenting financial solutions to customers., • Provides clerical and administrative support to assigned lending staff and assists with setting up commercial loan files with timeliness and accuracy., • Coordinates with borrower and/or insurance agent for lapsed or expiring insurance., • Contribute to the Team’s overall meeting and/or exceeding the assigned volume/production goals., • Primary contact for the coordination of information between client and internal departments in the loan process., • Prepares and reviews commercial loan documents prior to closing to ensure all approval conditions and requirements are accurate and complete., • Responsible for communication and finalizing loan closing with third parties such as title companies, external closing attorneys, inspectors, and appraisers to ensure all aspects of the loan preparation are completed., • Prepares loan disbursement entries for loan closing and bookings., • Reviews and processes credit reports and draw requests for customers., • Assists in obtaining updated financial statements, credit reports, rent rolls, and other financial information to maintain the servicing file., • Prepares loan extensions and deferrals. Assists in preparing credit memos., • Coordinates process with participant banks for loan participation purchases or sales., • Maintains files for all repos, small claims, and garnishments., • Responsible for overseeing renewals, document tickler, and covenant tracking of loans., • Monitors loan documentation exception reports and follows up to clear up document exceptions in a timely manner, • Monitor financial statement exception reports and follow up to clear up financial statement exceptions in a timely manner., • Work closely with Commercial Loan Officer to manage maturing loans., • Provide notary services as needed, • Other duties as assigned. Who Are You?You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: • Bachelor’s degree preferred; experience in loan operations and loan closings considered in lieu of degree., • Proficient in office skills as well as Microsoft Word and Excel., • Ability to effectively communicate with customers with a high level of professionalism and integrity, as well as strong interpersonal communication skills., • Ability to multitask, utilize time management to meet deadlines, and work independently., • Excellent customer service, listening, and communication skills., • Detail-oriented and able to work well under stress and/or deadlines, • Attendance and punctuality are essential in the functionality of this position. The next step is yours. Email us your current resume along with the position you are considering to:resumes@symicorgroup.com

Job DescriptionWhy 1Kosmos? Most enterprises verify identity once at onboarding, then rely on credentials for the access decisions that follow. That gap creates room for fraud, impersonation, credential sharing, and social engineering. 1Kosmos is built to close it. We verify the person behind a credential in real time across 190-plus countries and 4,000-plus document types, with identity proofing, liveness, and deepfake defenses. We then help enterprises reuse verified identity across workforce and customer journeys without relying on passwords alone. We are also extending that trust model to emerging use cases such as continuous employee identity and AI agent identity. 1Kosmos was named a Leader in the 2026 Gartner Magic Quadrant for Identity Verification, holds FedRAMP High authorization, processes tens of millions of identity verifications per year, and supports more than 2 billion authentications. We operate like a growth-stage company: priorities move quickly, technical detail matters, and strong ideas are expected to turn into usable field assets, campaigns, launches, and customer stories. Your Title: GTM Enablement Manager Your Location: Hybrid – Edison, NJ HQ You Report to: VP of Product Management Compensation: $180,000 or more depending upon experience The GTM Enablement Manager (Director) is responsible for developing and scaling enablement programs that support Sales, Customer Success, Account Management, and Partner teams. This role works closely with Product, Product Marketing, and Revenue Leadership to ensure customer-facing teams have the knowledge, tools, and resources needed to effectively communicate value, engage customers, and drive business growth. The ideal candidate is collaborative, organized, and passionate about helping teams learn, perform, and succeed. What You Will Do: Enablement Program Development Design and manage onboarding programs that help new team members become productive quickly. Create ongoing learning programs focused on sales effectiveness, customer engagement, negotiation, and account growth. Partner with Product and Product Marketing teams to translate technical product capabilities into clear customer value and practical sales guidance. Support new product launches through training programs, playbooks, and enablement resources. Content and Resource Management Maintain a centralized library of enablement assets, including: Sales playbooks Battle cards Discovery guides Presentation materials Email templates Customer-facing collateral Ensure content remains current, relevant, and easily accessible. Drive adoption of GTM technologies such as Salesforce, Gong, Seismic, Outreach, and related platforms. Performance Measurement and Coaching Define and track enablement metrics, including onboarding effectiveness, training participation, content utilization, and sales readiness. Analyze performance data to identify opportunities for improvement. Review customer conversations and sales calls to uncover coaching opportunities and support manager development efforts. Gather feedback from field teams and continuously improve enablement programs. What you Bring: 6+ years of experience in Sales Enablement, Revenue Operations, Product Marketing, Sales Training, or a B2B SaaS sales environment. Experience in identity, cybersecurity, authentication, or related technology industries is preferred. Familiarity with sales methodologies such as MEDDPICC, Challenger, or similar frameworks. Experience working with Learning Management Systems (LMS), Content Management Systems (CMS), and revenue technology platforms. Skills and Competencies Strong collaboration and stakeholder management skills. Excellent written, verbal, and presentation abilities. Ability to simplify complex technical concepts into engaging learning experiences. Analytical mindset with the ability to measure program effectiveness and business impact. Strong organizational skills and attention to detail. Success in the First Year New GTM team members achieve productivity faster and more consistently. Teams confidently communicate the 1Kosmos platform value proposition and key identity use cases. Adoption and effectiveness of enablement content and training programs increase. Alignment improves across Sales, Customer Success, Account Management, and Partner teams. Enablement programs demonstrate measurable impact on pipeline development, customer outcomes, and revenue performance. What we offer Opportunity to build and lead a critical function at a high-growth Series B startup Competitive salary and equity package Health, dental, and vision insurance Unlimited PTO Policy Collaborative, fast-paced culture where your impact is immediate and visible Requirements

Job Description About GenScript Founded in 2002 in New Jersey, GenScript Biotech Corporation accelerates innovation in biotech and healthcare by providing researchers and companies with the building blocks needed to develop groundbreaking treatments and products. Guided by its mission to Make People and Nature Healthier Through Biotechnology, and its role as a well-recognized biotechnology company, GenScript has a team of approximately 6,165 employees and has served more than 200,000 customers across over 100 countries and regions. Job Title: AI Intern, Enterprise Agent Development Supervisor: Head of AI for Industry, Digital & Intelligent Technology Center Location: Piscataway, NJ (Onsite preferably, but open to US Remote for the right candidate) Compensation: Targeting $30 - $40 per hour based on experience level. Key Responsibilities • Design, develop, test, and continuously optimize enterprise AI Agents., • Build capabilities such as task planning, tool calling, and workflow orchestration using large language models., • Integrate AI Agents with enterprise systems, including ERP, CRM, OA, supply chain, and order management systems, to automate cross-system business processes., • Develop and optimize enterprise system interfaces and Agent tools., • Collaborate with product and business teams to deploy AI Agent solutions in real-world enterprise scenarios.Qualifications, • Master's degree or above in Computer Science, Artificial Intelligence, Software Engineering, or a related field, • Understanding of software engineering fundamentals and proficiency in Java and Python., • Experience in large language model application development, with an understanding of prompt engineering and function calling., • Hands-on experience with Agent development frameworks, particularly LangGraph and Agent Scope., • Familiarity with APIs, databases, microservices, and common enterprise system integration methods., • Strong system design, problem-solving, communication, and collaboration skills., • Fluency in Mandarin Chinese and English to collaborate effectively with internal and external stakeholders. #LI-EB1 #GS Benefits: Benefits include medical, dental, and vision insurance as well as a 401(k) retirement plan with a company match that vests fully on day one. We offer paid parental leave after just three (3) months of employment, and a paid time off policy that includes vacation time, personal time, sick time, floating holidays, and company holidays. Additional benefits include flexible spending and health savings accounts, life and AD&D insurance, short- and long-term disability coverage, legal assistance, and supplemental plans such as pet, critical illness, accident, and hospital indemnity insurance. We also provide commuter benefits, well-being initiatives, and peer-to-peer recognition programs; demonstrating our ongoing commitment to building a culture where our people feel empowered, supported, and inspired to do their best work. GenScript USA Inc/ProBio Inc. is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is the Company's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law. GenScript USA Inc./ProBio Inc. maintains a drug-free workplace. Please note: Genscript USA Inc./ProBio Inc. will only contact candidates through verified application sources. GenScript/Probio does not request personal information from candidates through individual email or any other platform.

Job Description The Liability Coverage Counsel will serve as a key legal and technical resource within the Claims division, providing guidance on complex insurance coverage matters involving commercial liability claims. Reporting to the Chief Claims Officer, this individual will partner closely with claims professionals, underwriting, product, and other internal stakeholders to evaluate coverage, interpret policy language, manage coverage disputes, and support the effective resolution of high-exposure and litigated claims. The ideal candidate will have significant experience analyzing coverage under Commercial General Liability, Excess/Umbrella Liability, Commercial Auto Liability, and Professional Liability policies. This role requires strong legal judgment, practical business acumen, and the ability to communicate complex coverage issues clearly to both legal and non-legal audiences. Qualifications and Experience Education: Juris Doctor (JD) required from an accredited law school • Active license and good standing with at least one U.S. state bar., • Minimum of 7–10 years of relevant legal experience involving insurance coverage, complex liability claims, or coverage litigation., • Substantial experience analyzing Commercial General Liability and Excess/Umbrella Liability policies., • Experience with additional commercial liability coverages, such as Commercial Auto Liability, Professional Liability, Errors and Omissions, or other specialty casualty products., • Prior litigation experience with an outside law firm is required, preferably involving complex insurance coverage or commercial liability matters. Candidates should have firsthand experience developing case strategy, managing discovery and motion practice, participating in depositions and mediations, and negotiating resolutions., • Strong knowledge of insurance policy interpretation, coverage litigation, claims-handling practices, and applicable legal and regulatory requirements., • Demonstrated experience drafting coverage opinions, reservation of rights letters, coverage position letters, and related legal correspondence., • Experience managing outside counsel and overseeing complex or high-exposure litigation., • Ability to evaluate complicated factual and legal issues, identify material risks, and provide practical, business-oriented recommendations., • Excellent written and verbal communication skills, with the ability to explain complex legal concepts clearly and concisely., • Strong organizational skills and the ability to manage multiple complex matters in a deadline-driven environment.Primary Job Functions, • Provide legal guidance and strategic counsel on complex coverage matters arising from commercial liability claims., • Review and interpret insurance policies, endorsements, applications, underwriting materials, and related documentation to assess coverage obligations., • Prepare and review reservation of rights letters, coverage position letters, disclaimers, and other coverage-related correspondence., • Advise claims professionals on coverage strategy, claim handling, litigation exposure, settlement considerations, and appropriate escalation of complex matters., • Evaluate claims involving multiple policies, coverage layers, insurers, insureds, and potentially overlapping or competing coverage obligations., • Provide guidance on priority of coverage, additional insured status, contractual indemnification, allocation, contribution, exhaustion, and excess or umbrella coverage issues., • Manage or oversee declaratory judgment actions, coverage litigation, and other disputes involving policy interpretation or the company’s coverage obligations., • Select, retain, and manage outside coverage counsel, including oversight of legal strategy, budgets, performance, and case outcomes., • Participate in mediations, settlement conferences, and other dispute-resolution proceedings involving significant coverage issues., • Partner with claims leadership on high-severity, complex, or sensitive matters, including claims with significant financial, regulatory, or reputational exposure., • Collaborate with Underwriting and Product teams to provide claims-based insight regarding policy language, endorsements, emerging coverage issues, and potential areas of ambiguity., • Monitor legal, regulatory, and industry developments affecting commercial liability coverage and communicate their potential impact to relevant stakeholders., • Identify trends across claims and coverage disputes and recommend improvements to policy language, claims practices, documentation, and internal controls., • Develop and deliver training to claims professionals and other business partners on coverage analysis, policy interpretation, litigation developments, and emerging risks., • Maintain accurate and timely documentation of legal advice, coverage evaluations, litigation strategy, and material claim developments., • Support audits, regulatory inquiries, and other internal or external reviews involving coverage-related matters., • Perform additional duties and special projects as assigned by the Chief Claims Officer. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills and Competencies Preferred Qualifications • Prior litigation experience with an outside law firm, preferably involving complex insurance coverage or commercial liability matters. Candidates should have firsthand experience developing case strategy, managing discovery and motion practice, participating in depositions and mediations, and negotiating resolutions., • Prior in-house experience with an insurance carrier, managing general agent, third-party administrator, or other insurance organization a plus., • Experience supporting claims involving multiple jurisdictions, policy years, coverage layers, or insurers., • Familiarity with New York Labor Law claims, construction defect, bodily injury, property damage, professional liability, and other complex casualty exposures., • Experience advising underwriting or product teams regarding policy language, endorsements, and coverage-related product development., • Background handling declaratory judgment actions, allocation disputes, contribution matters, and disputes between primary and excess carriers. Core Competencies • Insurance coverage analysis, • Commercial liability claims, • Policy interpretation, • Coverage litigation strategy, • Legal research and writing, • Complex claims consultation, • Risk assessment and judgment, • Outside counsel management, • Negotiation and dispute resolution, • Cross-functional collaboration, • Executive-level communication, • Business and financial acumen Working Relationships This position reports directly to the Chief Claims Officer and works closely with Claims leadership, claim professionals, Underwriting, Product, Legal Compliance, and other internal business partners. the Liability Coverage Counsel will also manage relationships with outside counsel, insureds, brokers, and other external stakeholders as appropriate. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. #LI-Onsite

Job Description Physical Therapist (PT) PER DIEM PAY RATE: $60 PER HOUR BENEFITS: • Medical, Dental & Vision Insurance, • 401K, • Holiday Pay, • Paid Time Off, • Overtime Available, • Same Day Pay!!, • Refer a friend Bonus!!, • Weekly Employee Appreciation Event- “Thankful Thursday”, • Monthly Gift Giveaways!!, • Exciting Attendance Program!! About us: Alameda Center is committed to providing compassionate, high-quality care in a supportive, team-focused environment. We believe great care starts with great people, which is why we invest in our employees through accessible leadership, recognition programs, and the resources they need to succeed. If you're looking for a workplace where you'll be valued, supported, and able to make a meaningful difference every day, we'd love to have you on our team. The purpose of this position is to treat and document care for residents with impaired ability to perform at an independent level due to disease process, under the supervision of a Physical Therapist, participate in the interdisciplinary team meetings as required. POSITION SUMMARY: The Physical Therapist organizes and conducts physical therapy programs for the facility to facilitate rehabilitation. He/she directs client participation in selected tasks to restore, reinforce, and enhance performance. In addition, the Physical Therapist facilitates the learning of those skills and functions essential for promoting independence and productivity, in order to diminish or correct pathology. He/she directs activities to promote and maintain health. RESPONSIBLITIES/ACcOUNTABILITIES: 1 Evaluates residents, develops appropriate treatment goals, and methods, implements the physical therapy treatment plan, and completes all related documentation and record keeping regarding these services; services include application of therapeutic techniques in areas such as gait, ambulation, muscle strength, coordination, endurance, mobility, posture control, sensory awareness, sitting and standing skills, balance and orientation; 2 Designs and fits adaptive devices, and trains residents in the use of adaptive devices including orthotics and prosthetics; 3 Selects physical agent modalities suited to the individual’s needs, physical capacity, mobility activities and diagnosis; 4 Consults with other members of the rehabilitation team to select the most appropriate therapeutic regimen consistent with the needs and capabilities of each resident; 5 Instructs resident in the skills and techniques required for participation in mobility activities, and evaluates client progress, attitudes, and behavior as related to rehabilitative potential; 6 Adapts program according to the needs of individual resident; 7 Promotes a safe environment and enforces the elimination of fire and safety hazards; 8 Attends and contributes to resident care, staffing conferences and other related meetings; 9 Supervises supportive personnel in accordance with state and professional standards; 10 Conducts training programs and participates in training medical, nursing and other personnel in physical therapy techniques and objectives; 11 Orders supplies and equipment as necessary; 12 Cleans, maintains, identifies, and reports the need for repair of equipment as necessary; 13 Ensures that residents and families receive the highest quality of service in a caring and compassionate atmosphere that recognizes the individuals’ needs and rights. SPECIFIC EDUCATIONAL/VOCATIONAL REQUIREMENTS: Graduate of a physical therapy curriculum accredited jointly by the Council on Medical Education of the American Medical Association and the American Physical Therapy Association and certified by the American Physical Therapy Association under its requirements. JOB SKILLS: 1 Good organizational skills and time management skills. 2 Good verbal and written communication skills. 3 Licensed and/or eligible for licensure as required in NJ. PERFORMS RELATED DUTIES: 1 Interacts with residents, families, visitors and employees. 2 Carries out other tasks as requested in situations where hands-on intervention/participation may be required. #INDEED123

Job Description:\n\nContext \nAltic is the rules-based operational network that enables private markets to operate within managed accounts at scale. It is the infrastructure layer that did not exist after. Not a platform, not a portal, not a workflow tool. The right historical reference is not the alternatives access platforms of the last decade, it is what NSCC and Omgeo did for equities: common standards, rules and infrastructure that allowed an entire asset class to operate at volume. \nThe network is built in a sequence, and the sequence is not arbitrary. Rules, then digitisation, then intelligence, then scale. You cannot digitise without rules. You cannot get to intelligence without digitisation. This is why Altic starts with the rulebook. \nWhat follows from that is the part people miss. The rulebook, the technical specification and the participant agreement are not paperwork sitting alongside the technology. They are what the technology gets built on. A legal framework agreed once across every participant is what makes a common technical standard possible, and that standard is what turns a set of bilateral relationships into market infrastructure. The rules work is the foundation of the network build, not a condition of being allowed to start it. \nEvery large network has a function that owns its rules. Payments has Visa Rules Management and a Rules Committee. ACH has Nacha's operating rules. Securities settlement has the DTCC and SWIFT standards bodies. Private markets has never had one. This role is the first of its kind for the asset class. \nPurpose of the Role \nYou will own the Altic rulebook, the technical specification and the network's participant agreement as products, not as documents. That means being accountable for what they say, how they change, who agrees to them, and how quickly the network can absorb a change once it is agreed. It also means being the face of them. Externally, you are the rulebook. \nThe immediate job is twofold. Give the network a genuine product owner of its rules, and formalise the governance framework that decides how those rules change, including standing up the committee structure that does not exist yet. Where it goes after that is harder to predict, but as the scope of the network grows the manual version of this job stops scaling. Part of the role is building towards the capability that replaces it: a change-management capability that captures participant feedback, assesses impact across the network, and shortens the cycle from a raised issue to a published rule. \nYou define the rules and the requirements the network is built against, working closely with technical product management and engineering as the build takes shape. The test of your work is not whether the documents are well drafted. It is whether the rules are agreed, adopted, and clear enough to build against. \nKey Stakeholders \n\n Legal and governance, internal and outside counsel \n GPs and asset managers participating in the network \n Wealth managers and platform participants \n Service providers including transfer agents, fund administrators and custodians \n Business Development, Partnerships and Strategy \n PMN Technical Product Management and Engineering \n PMN Product and Operations \n\nWhy This Role Is Different \nThis role offers: \n\n A first of its kind mandate. Nobody has built a rules function for private markets. There is no incumbent playbook to inherit and no template to fill in.\n The governance framework does not exist yet. You will formalise it and stand up the committee structure, rather than inherit someone else's process and administer it. \n The rules are the foundation of the build. What gets agreed in the rulebook is what the technical network is designed against, so this is not documentation that sits to one side. \n Ownership of the artefacts the entire network depends on, rather than a slice of a roadmap someone else set. \n A genuinely external role. You will present the rulebook, teach it, and run the forums and events where the network argues it out, in person and virtually. \n\nThe rulebook is not a document you maintain. It is the product the network runs on, and you are the person who stands behind it. \nHow you will provide meaningful contributions: \nWhat You'll Actually Be Doing \nThis role sits between legal, engineering and the participants themselves, and a lot of it happens in front of people. On any given week, you might be: \n\n Walking a GP's counsel through a rule they have taken issue with, and coming back with a change the rest of the network can actually absorb.\n Presenting the rulebook to a wealth platform's operations leadership, then staying in the room for the two hours of questions that follow.\n Turning a legal position agreed with outside counsel into a clear requirement the technical product and engineering teams can specify against without guessing.\n Working out whether the exception a participant is asking for is a waiver, a rule change, or a signal that the rule itself is wrong.\n Preparing the papers for a rules committee, chasing the decision, then publishing the version and making sure every participant knows what changed and by when.\n Prototyping the tooling that will eventually run rule change and feedback, rather than waiting for a roadmap slot to do it properly. \n\nKey Responsibilities \nOwning the Rulebook, Technical Specification and Participant Agreement \n\n Own the Altic rulebook end to end, including its structure, its content, its versioning and the standard by which it is written.\n Own the technical specification as the expression of the rules the network is built against, and keep it and the rulebook in lockstep as both evolve. \n Own the network's participant agreement alongside legal, so that what a participant signs and what the network enforces are the same thing. \n Maintain the mapping between a legal obligation, the rule that carries it and the system behaviour that is expected to enforce it. \n Hold the line on consistency, so a rule agreed once holds for every participant rather than being renegotiated bilaterally. \n\nGovernance, Committees and Rule Change \n\n Formalise the network's governance framework, including how a rule is proposed, assessed, agreed and published, who decides, and on what evidence. \n Stand up and then run the committee structure that governs the rulebook, including membership, cadence, papers and the decision record. \n Assess the downstream impact of a proposed change across participants, systems and existing agreements after it is committed. \n Handle waivers and exceptions deliberately, tracking where the same waiver keeps recurring, because that is usually a rule waiting to be rewritten. \n Keep a defensible record of why every rule says what it says, so the network can answer that question years later. \n\nAdvocacy, Education and Adoption \n\n Be the public face of the rulebook. Present it, defend it and explain it to GPs, wealth managers, service providers and their counsel. \n Run rule review with participants directly and get to agreement rather than to a logged objection. \n Design and host the forums that keep the dialogue going, including working groups, virtual sessions and onsite events. \n Build the reference material, briefings and Q&A that let a participant onboard to the rules without a bespoke explanation each time. \n Work with Business Development and Partnerships so rule conversations move commercial conversations forward rather than stalling them. \n\nProductising the Rules \n\n Treat the rulebook as a product with users, a release cycle and a feedback loop, not as documentation that gets updated when someone remembers. \n Prototype and build the change-management capability that captures participant feedback, surfaces impact and shortens the cycle from issue to published rule. \n Use AI to automate the repetitive parts of the job, including impact analysis, drafting, consistency checking and synthesis of participant feedback. \n Work with technical product management and engineering so that agreed rules become enforceable system behaviour, holding after an order is placed, which is what in-good-order by design actually requires. \n\nBasic Qualifications for Consideration: \nSkills & Experience \nOwnership of rules or standards: you have owned a rulebook, scheme rules, market practice guidance, a technical standard or equivalent, and you have taken it through a change cycle with external parties. Experience of the governance around it, including committees, papers and decision records, is directly relevant, as is a background in a payments, clearing, settlement or messaging network. \nLegal fluency without being the lawyer: you can read a fund document, a participant agreement or a piece of counsel's advice and work out what it obliges the network to do. Comfortable holding your own with internal and outside counsel, and clear about where your judgement ends and theirs begins. \nPrivate markets lifecycle knowledge: you understand how an alternatives transaction actually moves, including subscriptions, redemptions, capital calls, distributions and post-trade servicing, and how transfer agents, fund administrators, custodians and investor relations teams fit together. Evergreen, semi-liquid and interval structures matter most here. \nTranslation between legal and technical: you can take an agreed legal position and turn it into a requirement a technical product manager or engineer can build against, and take a system constraint back to legal in terms they can act on. Enough technical understanding to know when a rule is unbuildable. \nPrecision in writing: you write rules that mean one thing. You can tell the difference between ambiguity that needs resolving and ambiguity that is doing deliberate work, and you notice when a change to one clause quietly breaks another. \nCredible in front of a room: you can present a rulebook to a participant's operating committee, teach it to people who have to live with it, and hold a two-way discussion rather than deliver a monologue. Comfortable running working groups and events, virtual and in person. \nAdoption over authorship: you have driven agreement between organisations with competing interests, where you had influence rather than authority. Getting a rule written is the easy part. Getting it agreed is the job. \nHands-on with AI: actively excited about using the latest AI techniques to automate and prototype. Comfortable across AI, no-code and low-code tools, and inclined to build a working thing rather than write a requirements document about it. \nDomain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: direct experience at a network participant or service provider, whether a transfer agent, fund administrator, custodian, GP or wealth platform; alternatives product or operations experience from a firm such as iCapital or CAIS; knowledge of the wealth management channel and of managed accounts, including model-driven and portfolio-driven trading; a legal background in financial markets, private markets or funds; or a legal-tech background. \nPersonal Attributes \n\n Comfortable being the first person to do something, with no incumbent process to inherit. \n Patient with detail and impatient with drift. Rules reward both. \n Shows rather than tells. Defaults to a working prototype over a slide deck. \n Holds a position under pressure from a large counterparty, and changes it when the argument is genuinely better. \n Treats a recurring exception as a design problem rather than an administrative one. \n Happy to be the named owner of something the whole network can disagree with in public. \n\nAbout InvestCloud \nInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. \nOur Values \nClient Connected \nHuman Centered \nTechnology Forward \nRespect + Integrity \nExcellence \n \n The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $195,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. \n#LI-BH1

Job Description Role Context Altic is the rules-based operational network that enables private markets to operate within managed accounts at scale. It is the infrastructure layer that did not exist after. Not a platform, not a portal, not a workflow tool. The right historical reference is what NSCC and Omgeo did for equities: common standards, rules and infrastructure that allowed an entire asset class to operate at volume. A network is only worth as much as it is connected. An alternatives trade touches a wealth platform, a trading or order management platform, a custodian, and a transfer agent or fund administrator. Today each of those connections is built bilaterally, differently, every time. That is why the industry runs at an 8 to 10 per cent not-in-good-order rate. Altic is targeting less than 0.01 per cent, and connectivity is where that is won or lost. The connectivity itself is unglamorous and genuinely hard. Some counterparties expose modern REST APIs. Many still exchange fixed-width or delimited files over SFTP on a nightly cycle. Some sit behind decades-old platforms with a batch window and no appetite to change it. The job is not to wish that away. It is to design flows that work across all of it and still deliver a trade end to end, in good order, at volume. Purpose of the Role You will own how data moves into, through and out of the Altic network. That means consuming the interfaces our network participants already have, exposing the interfaces Altic offers back to them, and designing the flows in between so that the full lifecycle of an alternatives trade completes without manual intervention. The counterparties in scope are wealth platforms, trading and order management platforms, custodians, and transfer agents and fund administrators. Each has a different technical reality and a different set of constraints. Your job is to build reusable connectivity rather than a series of one-off builds, so that the tenth integration of a given type is materially faster than the first. You work against the network's rules and technical specification rather than inventing requirements from scratch. Where a rule cannot be implemented as written, you are the person who says so and works it back through. Key Stakeholders • Wealth platforms, trading and order management platforms, • Custodians, transfer agents and fund administrators, • GPs and asset managers participating in the network, • Altic Engineering and Architecture, • Altic Network Rules and Governance, • Altic Operations, Business Development and Partnerships Why This Role Is Different This role offers: • The chance to connect network participant types that have never been connected for this asset class. There is no existing integration pattern for alternatives inside a managed account, because the flow did not exist., • Ownership of an integration product, not an integration project. Success is a reusable interface that shortens every subsequent onboarding, rather than a delivered connection., • Real technical heterogeneity to solve for. Modern APIs on one side, nightly flat files on the other, and a trade that has to complete across all of it., • A specification that already exists. The rules and technical specification are being written alongside you, so you are building against something rather than guessing., • A measurable target. Less than 0.01 per cent not-in-good-order is not a slogan, and connectivity design is most of how it gets hit. The network is real to a network participant at exactly the point their systems connect to it. That point is yours. How you will provide meaningful contributions: What You'll Actually Be Doing This role is technical, external and detail-heavy. On any given week, you might be: • Sitting with a custodian's technology team working out which of their existing feeds can carry an alternatives position, and what has to be built if none of them can., • Mapping a transfer agent's file layout to the network data model and finding the three fields nobody actually populates., • Deciding whether a new counterparty gets an API integration or a file-based one, and being honest with them about the trade-off., • Working out why a subscription order completed at the platform and then failed downstream at the fund administrator., • Designing the standard interface for wealth platforms so the next one onboards in weeks rather than quarters., • Prototyping a transformation or a validation yourself rather than raising a ticket and waiting to find out whether the idea works. Key Responsibilities Integration Architecture and Data Flow • Own how data flows between network participants and Altic across the full lifecycle of an alternatives trade, including orders, confirmations, positions, activity and cash., • Design the target-state connectivity pattern for each network participant type rather than accumulating bilateral integrations., • Decide where each integration sits on the spectrum from real-time API to nightly file, based on what the counterparty can actually support and what the lifecycle event requires., • Own the data model at the network boundary, including field-level definitions, required versus optional, and how counterparty formats map onto it. Connecting Network Participants • Lead the technical discovery and design for integrations with wealth platforms, trading and order management platforms, custodians, transfer agents and fund administrators., • Consume counterparty interfaces as they exist, whether that is a documented REST API, a fixed-width file over SFTP, or something in between with no documentation at all., • Work directly with counterparty technology teams through discovery, specification, testing and go-live., • Reduce the cost of each subsequent integration through reusable patterns, reference implementations and self-service documentation. The Altic Interface • Own the interfaces Altic exposes to network participants, including the API surface, file specifications, error semantics and versioning., • Make the network straightforward to build against, with documentation, sandbox behaviour and test data that a counterparty engineer can use without a call., • Work with the Network Rules and Governance product manager so that what the technical specification says and what the interface does stay the same thing., • Feed back where a rule is unimplementable as written, after it reaches a network participant rather than after. Delivery and Operational Quality • Own integration quality in production, including monitoring, reconciliation, failure modes and how exceptions surface to Operations., • Drive the not-in-good-order rate down by moving validation upstream, so a bad order is rejected at the boundary rather than remediated three systems later., • Use AI to accelerate the repetitive parts of the work, including format mapping, test data generation, specification drafting and log analysis., • Work with Engineering on sequencing and scope, and stay close enough to the build to make trade-offs credibly. Basic Qualifications for Consideration: Skills & Experience Integration product ownership: you have owned integrations as a product rather than as a series of projects, and you can point to a pattern you designed that made subsequent onboardings faster. Fluent across integration methods: comfortable with REST and JSON, webhooks, message queues and batch file exchange. You know how fixed-width and delimited files over SFTP behave in production, including control totals, late files, partial files and what happens when a nightly cycle is missed. Data modelling at the boundary: you can define what a field means, defend why it is mandatory, and map a counterparty's format onto a canonical model without losing the meaning. Systems thinking across counterparties: you can look at two systems that were never designed to talk to each other, work out where the data should live and what should move, and optimise the flow between them rather than replicating everything. Alternatives trade lifecycle: you understand how an alternatives transaction actually moves, including subscriptions, redemptions, capital calls, distributions and post-trade servicing, and where custodians, transfer agents, fund administrators and platforms each sit in that chain. Technical credibility with counterparties: you can run a design session with another firm's engineers, hold your own on their architecture, and leave with a specification both sides agree on. Hands-on with AI: actively excited about using the latest AI techniques to automate and prototype. Comfortable across AI, no-code and low-code tools, and inclined to build a working thing rather than write a requirements document about it. Domain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: DTCC Fund/SERV, NSCC Networking or AIP; direct experience inside a custodian, transfer agent, fund administrator or wealth platform; alternatives operations or product experience from a firm such as iCapital or CAIS; order management or trading platform integration; knowledge of the wealth management channel and managed accounts, including model-driven and portfolio-driven trading. Personal Attributes • Reads the file after asking what is in it., • Comfortable with counterparties who cannot change, and designs around them without complaint., • Shows rather than tells. Defaults to a working prototype over a slide deck., • Treats a production failure as a design signal rather than an operational nuisance., • Precise about detail without losing sight of why the integration exists. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $200,000 - $225,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-BH1

Job DescriptionCompany Description BEUMER Group is an international leader in intralogistics, specializing in conveying, loading, palletising, packaging, sortation, and distribution technology across a wide range of industries, including airports, e-commerce, warehousing & distribution, and bulk material handling. We offer the right solution for nearly every logistics challenge. As a family-owned company, BEUMER combines tradition with innovation. We are proud of what our employees create each day. Integrity, Inspiration, Quality and Teamwork! Job Description Role Purpose: The Key Account Manager holds a high-profile, customer-facing position with significant impact, tasked with driving and implementing strategic initiatives for the BEUMER Group in North America. This role leads and oversees sales activities to meet organizational goals across customer engagement, market presence, and financial performance. Core responsibilities include building strong customer relationships, increasing order intake, ensuring healthy profit margins, expanding market reach, enhancing customer satisfaction, and supporting business growth. • Assists in planning and executes sales strategy towards customers. Manages the technical sales process, customer interaction including sales, estimation, proposal generation and customer management., • Builds, develops and presents solutions for customers, assist's in resolving key client issues and manages the development of solutions through our technical support organizations., • Enhances and manages key Customer relationships; understands their objectives, and is responsible for Key account relationship management., • Drives evaluation of leads with a focus on solution and consultative selling., • Proactively cultivates and leverages Customer insights to identify business opportunities and strategies., • Leads and assists with complex sales presentations, request for proposals, proposals, and negotiations., • Collaborates very closely with the Bid management and technical departments to develop the technical solution, technical proposal and cost estimate based on the customer's requirements., • Collaborates closely with marketing team to develop and establish measurable marketing strategies and programs, including KPI and related targets., • Ensures as-sold margins are maintained by collaborating closely with project management and other company professional services (e.g., strategic procurement) in pre-sales, sales, and sales handover phases., • Collaborates with the Customer Support team to help win targeted opportunities., • Directs strategy for the further development of key account base, including margin development, and account retainment., • Models our Leadership Principles, and visibly and authentically lives our Core Values of: Integrity and Ethics; Customer Focus; Quality and Innovation; Teamwork; and Sustainability Compensation range: $135,000.00 - $145,000.00 annually The posted salary range reflects the compensation the company reasonably expects to offer for this position. Actual compensation will not be less than the posted minimum and will be based on multiple factors. Qualifications Key Requirements and Professional Attributes • Bachelor's degree in Business, Engineering, or related field. Master's degree in Business Administration desired., • 7 plus years of experience in the logistics industry as an OEM or integrator of advanced material handling solutions, leading in a globally matrixed organization with notable progression in engineering, bid development and adjacent disciplines, while consistently delivering performance improvements in relation to key figures of merit., • Demonstrated experience successfully developing and leading a team of professionals through complex sales cycles, • Demonstrated strong business development acumen, in particular utilizing innovative new solutions and products to penetrate existing and new accounts., • Experience utilizing and managing CRM systems, SAP C4C preferred, • Successful record as a change agent, verifiable through past successes driving and managing change within an organization, • Outstanding team-building skills with the ability to improve interaction and efficiency as well as the ability to break down barriers., • Successful experience in inspiriting, motivating, and leading People; developing and leading high-functioning teams; strategic and operational planning and budgeting; defining, setting targets for, analyzing, and applying performance metrics to drive qualitative and quantitative improvements; short- and long-term workforce planning and talent development and retention; strategic workflow evaluation, design, and optimization; change design and change management., • Strong experience in order intake forecasting, execution-to-forecast, and active order intake risk identification, and mitigation., • Exceptional interpersonal and communication skills along with demonstrable leadership capabilities in creating unified and motivated Sales and Sales Support teams., • Willingness and ability to travel approximately 50+%. #TalentPoweredbyYou Additional Information BEUMER is an innovative company, where every employee is part of the "family". Because our employees are our most important asset, here are some of benefits we currently offer full-time employees. • Medical & Dental Premiums: We cover 100% of the premiums for you and your eligible dependents., • 401(k) with Generous Match: Secure your financial future with our competitive retirement plan., • Life Insurance / Long Term Disability: Peace of mind for you and your loved ones. Yes, we cover that too!, • Ancillary Insurances: Including vision, accident, and critical illness insurance., • Generous Paid Time Off: Achieve the optimal work-life balance., • Company Holidays: Enjoy paid time off on designated company holidays including additional flex days for times that matter most!, • Performance-Based Bonus: Eligibility to participate in our Target Agreement Plan for bonus potential. Equal Opportunity Statement: BEUMER is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex (including pregnancy and breastfeeding), gender, affectional or sexual orientation, gender identity or expression, transgender status, national origin, age, ancestry, disability (mental or physical), veteran status, genetic information, atypical hereditary cellular or blood trait, marital status, civil union status, domestic partner status, or any other status protected under local, state or federal laws - prohibits discrimination, harassment, and retaliation in all aspects of employment. This commitment applies to recruitment, hiring, training, promotion, compensation, benefits, discipline, termination, and all other terms and conditions of employment. By accepting an offer of employment with BEUMER, the employee agrees to abide by all policies and practices that promote a workplace free from discrimination and harassment and acknowledges BEUMER’S commitment to diversity and inclusion.

Job Description The Business Development Representative, will play a key role in expanding the agent network throughout the Midwest region, with a focus on targeting small to medium-sized businesses (SMBs). This role is centered around identifying, developing, and nurturing strategic partnerships to grow the company’s presence and drive overall sales performance. In addition to business development, the BDR will be responsible for building strong relationships within the community by actively engaging in local events, sponsorships, and other community based opportunities. These efforts will help increase brand awareness and establish meaningful connections within the target market. Key Responsibilities: • Conduct market analysis to identify areas with high demand and limited retail representation, • Develop and execute a territory of growth strategy in line with business objectives, • Generate new business through cold calling, networking, and direct sales presentation to retail partners, • Build and maintain strong relationships with existing partners, ensuring long-term engagement, • Identify and reactivate inactive accts by assessing challenges and providing solutions, • Ensure brand representation including corporate identity elements and presence in partner locations, • Oversee agent agreements, ensuring compliance with legal documentation requirements, • Support Partners with basic troubleshooting of provided equipment and facilitate training on Meest-America services, • Collaborate with operations, marketing, and IT teams to enhance partner satisfaction, • Represent the company at community events, business meetings, and industry conferences, • Monitor operational processes and ensure compliance with safety protocols Skills • Proven experience in business development, sales, or related fields, • Must be Bilingual- Polish and English, mandatory, • Strong negotiation skills with the ability to close deals effectively, • Excellent strategic planning capabilities to identify growth opportunities, • Solid project management skills with the ability to manage multiple initiatives simultaneously, • Strong analytical skills to assess market conditions and make informed decisions, • Exceptional communication and interpersonal skills to build rapport with clients and team members. Why You'll Love Working with Us: At Meest-America, we recognize and reward talent. Joining us means becoming part of a global team that values innovation, teamwork, and individual growth. We offer a dynamic work environment, and opportunities for professional development within the thriving global logistics industry. If you are ready to embark on a fulfilling career journey with a forward-thinking Global Logistics Provider, and have what it takes to make a significant impact, we encourage you to apply. Your unique skills and perspectives will be instrumental in shaping the future of logistics at Meest-America. If you are passionate about driving business success through strategic initiatives and relationship building, we encourage you to apply for this exciting opportunity as a Business Development Representative. Job Type: Full-time Pay: $80,000.00 - $85,000.00 per year Benefits: • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Shift: • Morning shift Supplemental Pay: • Bonus opportunities Language: • Polish and English (Required) Willingness to travel: • 50% (Required) Work Location: 15 E Palatine Rd, Prospect Heights, IL 60070, United States

We are \n At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 17000+, and has 58 offices in 21 countries within key global markets. \n \n Our Challenge: \n Identify and prioritise where AI can save time across business-as-usual (BAU) work, operational support and administrative tasks. Raise the team’s practical fluency with Microsoft 365 Copilot, Copilot Cowork and Copilot Studio so new habits stick. Deliver a small set of working agents, skills and reusable prompts that the team owns and can extend. Leave behind a governed, documented approach the team can sustain without external support. \n \n Additional Information* \n The base salary for this position will vary based on geography and other factors. \n In accordance with law, the base salary for this role if filled within “Piscataway, NJ/ NYC, NY/ Charlotte, NC is $140K - $150K/year & benefits (see below). \n \n Responsibilities: \n Discovery and opportunity assessment: \n Work with team members in the US and UK to map day-to-day BAU, operational support and administrative work. Identify efficiency opportunities, including areas where the team already has the skills but lacks access to the right tools or the opportunity to apply them, and prioritise them by value and effort. \n Enablement and brown bag sessions: \n Plan, organise and deliver a series of brown bag sessions that bring the team up to speed on Microsoft 365 Copilot, Copilot Cowork and Copilot Studio, using real Corporate Platforms scenarios. Schedule sessions to suit both US Eastern and UK time zones and record them for later use. \n Agent and skill build" \n Support the design and building of agents and skills for Corporate Platforms use with Copilot Studio and Copilot Cowork, integrating with Teams, SharePoint, OneDrive, Outlook and Power Automate where appropriate. Coach team members to build alongside the consultant rather than for them. \n Adoption and change: \n Encourage day-to-day use through champions, follow-up clinics and practical guidance. Track adoption and usage, gather feedback and adjust the approach as the engagement progresses. \n Governance and responsible AI: \n Design every solution within Client’s AI governance, including license-owner approval for Copilot capabilities, data handling and responsible AI principles. Account for UK and EU data residency: access to Anthropic models in Copilot and Cowork is restricted for UK and EU colleagues because those models may process data in the US, and is opt-in after considering client, contractual and regulatory obligations. \n Knowledge transfer and handover: \n Document solutions, prompts and ways of working so the team can run and extend them independently. Agree ownership for each agent and skill and complete a structured handover before the engagement closes. \n \n Deliverables: \n\n • Opportunity assessment and backlog of AI use cases, prioritised by value and effort, with recommended tools and owners.\n, • Training plan, brown bag session materials and session recordings, organised for ongoing reference.\n, • A set of working agents and skills built with Copilot Studio and Copilot Cowork, plus a curated prompt library for common Corporate Platforms tasks.\n, • Playbook and how-to guides covering build standards, governance checkpoints, and support and ownership arrangements.\n, • Final report summarising adoption metrics, outcomes achieved, lessons learned and recommendations for next steps.\n\n \n Requirements: \n\n • Strong hands-on expertise in Microsoft 365 Copilot, Copilot Cowork and Copilot Studio, including designing, building and publishing agents.\n, • Deep working knowledge of the Microsoft 365 ecosystem: Teams, SharePoint, OneDrive, Outlook and Power Platform, particularly Power Automate.\n, • Proven track record of identifying and delivering productivity improvements through AI and automation in an enterprise setting.\n, • Experience designing and delivering engaging training for technical and non-technical audiences, in person and virtually.\n, • Sound understanding of data protection, responsible AI and regional data residency considerations, especially for UK and EU users, and of working within enterprise approval and licensing controls.\n, • Excellent stakeholder management and communication skills, with the ability to work across US and UK teams and time zones.\n\n \n Preferred, but not required: \n\n • Relevant Microsoft certifications, such as Copilot or AI-related credentials or Power Platform certifications.\n, • Experience with SharePoint-based intranets or corporate internet platforms.\n, • Prior enterprise AI enablement or adoption programmes, ideally in a regulated environment.\n\n \n We offer: \n\n • A highly competitive compensation and benefits package.\n, • A multinational organization with 58 offices in 21 countries and the possibility to work abroad.\n, • 10 days of paid annual leave (plus sick leave and national holidays).\n, • Maternity & paternity leave plans.\n, • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region).\n, • Retirement savings plans.\n, • A higher education certification policy.\n, • Commuter benefits (varies by region).\n, • Extensive training opportunities, focused on skills, substantive knowledge, and personal development.\n, • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses.\n, • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups.\n, • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms.\n, • A flat and approachable organization.\n, • A truly diverse, fun-loving, and global work culture.\n\n \n S YNECHRON’S DIVERSITY & INCLUSION STATEMENT \n \n Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. \n \n All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Job Description Position Summary The Client Service Specialist / Office Coordinator provides administrative and client services support to the insurance team, ensuring smooth day-to-day operations. This position involves servicing prospective and existing clients, reporting, handling client inquiries, scheduling, processing policy documentation, maintaining records, quality control, marketing and assisting with office coordination of staff while upholding compliance and confidentiality standards. Key Responsibilities · Schedule policy delivery appointments upon receipt of policies · Send out annual review reminder emails/calls and set appointments · Send out additional premium reminder letters · Hold annual reviews and update transfer history, making sure it is prepared correctly · Identify any sales opportunities within the annual review and set appointment with agent · Respond to client inquiries via phone, email, or in person in a professional and timely manner · Email seminar calendar to clients monthly send out a paper copy every two months · Fill out active client information and spreadsheet · Handle all client service forms for their policies · Maintain accurate client records for all client tracking spreadsheets inclusive of RMD tracker · Manage weekly operation, tracker, and oversight for each department · Follow up with clients after every event · Manage CRM workflow task management · Review client information in CRM to make sure everything is up-to-date and correct · Make sure all Client documents are in the company client folders and the CRM · Manage Goldstar client referral list · Manage client events, RSVPs bookings, and invitations · Manage website and blog posts · Manage Facebook page · Prepare BombBomb videos for marketing · Perform general office duties such as filing, scanning, cross training and documenting standard operating procedures. May be required to fill-in for seminar coordinator. Qualifications & Skills · Experience in business, financial services or insurance. Associate or bachelor’s degree a plus. · Proficiency in Microsoft Office Suite especially Excel and Word and familiarity with insurance management software is an asset. Candidates must learn new programs and systems easily · Management background preferred · Excellent customer service, communication and time management skills. Must work well with teams Salary Starting salary is $45,000 with the potential for a raise in 6 months post 1st review. Plus bonuses based on performance.

DESCRIPTION: Are you eager to start a rewarding career in real estate but worried about your lack of experience? Don't be! We are looking for motivated individuals with a passion for helping others to join our team as Real Estate Agents. No prior experience is necessary—we'll provide you with all the training and support you need to succeed once licensed. In this role, you'll learn the ins and outs of the real estate industry, from understanding market trends to mastering negotiation techniques, all while working alongside seasoned professionals who are invested in your success. You'll be given the tools and resources to build a thriving career, with opportunities to grow and advance as you gain experience. Whether you're showing properties, networking with clients, or closing deals, you'll be part of a supportive environment that fosters learning and development. If you're a go-getter with a desire to build a successful career in real estate, this is your chance to make it happen. Join us and take the first step toward a bright future in the real estate industry! RESPONSIBILITIES: • Guide clients through the buying and selling process with personalized service., • Negotiate offers between buyers and sellers to secure favorable terms., • Build and maintain a network of clients and industry contacts., • Provide ongoing client support and follow-up to build lasting relationships., • Utilize real estate software and CRM tools to manage leads and transactions., • Conduct market research to identify competitive pricing and local market trends. COMPENSATION: Full Commission ($75000 - $150000 yearly) Real Estate Professionals earn money for each transaction they complete. As you make more transactions, you earn more income. After a few years of disciplined work, it's not unusual for a Real Estate Agent to be earning $75000 - $150000 yearly or more. The more work you put into establishing a client base, the more money you will earn. ABOUT: Berkshire Hathaway HomeServices Fox & Roach, REALTORS is part of HomeServices of America, the nation's largest provider of total home services and largest residential brokerage company in the U.S. in sales, according to the 2024 REAL Trends 500 report and was recently awarded Top Workplaces. With over 4,000 sales professionals in more than 70 sales offices across the Tri-State area, the company was recently acknowledged as #1, for more than a decade, in the entire national Berkshire Hathaway HomeServices Network. Through its affiliated services, the Trident Group and Prosperity Home Mortgage, LLC; the company provides one-stop shopping and facilitated services to its clients including mortgage financing, and title, property and casualty insurance. The company-sponsored charitable foundation, Fox & Roach/Trident Charities, is committed to addressing the needs of children and families in stressful life circumstances and has contributed more than $9.1 million to more than 250 local organizations since its inception in 1995.

DESCRIPTION: Are you eager to start a rewarding career in real estate but worried about your lack of experience? Don't be! We are looking for motivated individuals with a passion for helping others to join our team as Real Estate Agents. No prior experience is necessary—we'll provide you with all the training and support you need to succeed once licensed. In this role, you'll learn the ins and outs of the real estate industry, from understanding market trends to mastering negotiation techniques, all while working alongside seasoned professionals who are invested in your success. You'll be given the tools and resources to build a thriving career, with opportunities to grow and advance as you gain experience. Whether you're showing properties, networking with clients, or closing deals, you'll be part of a supportive environment that fosters learning and development. If you're a go-getter with a desire to build a successful career in real estate, this is your chance to make it happen. Join us and take the first step toward a bright future in the real estate industry! RESPONSIBILITIES: • Guide clients through the buying and selling process with personalized service., • Negotiate offers between buyers and sellers to secure favorable terms., • Build and maintain a network of clients and industry contacts., • Provide ongoing client support and follow-up to build lasting relationships., • Utilize real estate software and CRM tools to manage leads and transactions., • Conduct market research to identify competitive pricing and local market trends. COMPENSATION: Full Commission ($75000 - $150000 yearly) Real Estate Professionals earn money for each transaction they complete. As you make more transactions, you earn more income. After a few years of disciplined work, it's not unusual for a Real Estate Agent to be earning $75000 - $150000 yearly or more. The more work you put into establishing a client base, the more money you will earn. ABOUT: Berkshire Hathaway HomeServices Fox & Roach, REALTORS is part of HomeServices of America, the nation's largest provider of total home services and largest residential brokerage company in the U.S. in sales, according to the 2024 REAL Trends 500 report and was recently awarded Top Workplaces. With over 4,000 sales professionals in more than 70 sales offices across the Tri-State area, the company was recently acknowledged as #1, for more than a decade, in the entire national Berkshire Hathaway HomeServices Network. Through its affiliated services, the Trident Group and Prosperity Home Mortgage, LLC; the company provides one-stop shopping and facilitated services to its clients including mortgage financing, and title, property and casualty insurance. The company-sponsored charitable foundation, Fox & Roach/Trident Charities, is committed to addressing the needs of children and families in stressful life circumstances and has contributed more than $9.1 million to more than 250 local organizations since its inception in 1995.

DESCRIPTION: Are you eager to start a rewarding career in real estate but worried about your lack of experience? Don't be! We are looking for motivated individuals with a passion for helping others to join our team as Real Estate Agents. No prior experience is necessary—we'll provide you with all the training and support you need to succeed once licensed. In this role, you'll learn the ins and outs of the real estate industry, from understanding market trends to mastering negotiation techniques, all while working alongside seasoned professionals who are invested in your success. You'll be given the tools and resources to build a thriving career, with opportunities to grow and advance as you gain experience. Whether you're showing properties, networking with clients, or closing deals, you'll be part of a supportive environment that fosters learning and development. If you're a go-getter with a desire to build a successful career in real estate, this is your chance to make it happen. Join us and take the first step toward a bright future in the real estate industry! RESPONSIBILITIES: • Guide clients through the buying and selling process with personalized service., • Negotiate offers between buyers and sellers to secure favorable terms., • Build and maintain a network of clients and industry contacts., • Provide ongoing client support and follow-up to build lasting relationships., • Utilize real estate software and CRM tools to manage leads and transactions., • Conduct market research to identify competitive pricing and local market trends. COMPENSATION: Full Commission ($75000 - $150000 yearly) Real Estate Professionals earn money for each transaction they complete. As you make more transactions, you earn more income. After a few years of disciplined work, it's not unusual for a Real Estate Agent to be earning $75000 - $150000 yearly or more. The more work you put into establishing a client base, the more money you will earn. ABOUT: Berkshire Hathaway HomeServices Fox & Roach, REALTORS is part of HomeServices of America, the nation's largest provider of total home services and largest residential brokerage company in the U.S. in sales, according to the 2024 REAL Trends 500 report and was recently awarded Top Workplaces. With over 4,000 sales professionals in more than 70 sales offices across the Tri-State area, the company was recently acknowledged as #1, for more than a decade, in the entire national Berkshire Hathaway HomeServices Network. Through its affiliated services, the Trident Group and Prosperity Home Mortgage, LLC; the company provides one-stop shopping and facilitated services to its clients including mortgage financing, and title, property and casualty insurance. The company-sponsored charitable foundation, Fox & Roach/Trident Charities, is committed to addressing the needs of children and families in stressful life circumstances and has contributed more than $9.1 million to more than 250 local organizations since its inception in 1995.

DESCRIPTION: Are you eager to start a rewarding career in real estate but worried about your lack of experience? Don't be! We are looking for motivated individuals with a passion for helping others to join our team as Real Estate Agents. No prior experience is necessary—we'll provide you with all the training and support you need to succeed once licensed. In this role, you'll learn the ins and outs of the real estate industry, from understanding market trends to mastering negotiation techniques, all while working alongside seasoned professionals who are invested in your success. You'll be given the tools and resources to build a thriving career, with opportunities to grow and advance as you gain experience. Whether you're showing properties, networking with clients, or closing deals, you'll be part of a supportive environment that fosters learning and development. If you're a go-getter with a desire to build a successful career in real estate, this is your chance to make it happen. Join us and take the first step toward a bright future in the real estate industry! RESPONSIBILITIES: • Guide clients through the buying and selling process with personalized service., • Negotiate offers between buyers and sellers to secure favorable terms., • Build and maintain a network of clients and industry contacts., • Provide ongoing client support and follow-up to build lasting relationships., • Utilize real estate software and CRM tools to manage leads and transactions., • Conduct market research to identify competitive pricing and local market trends. COMPENSATION: Full Commission ($75000 - $150000 yearly) Real Estate Professionals earn money for each transaction they complete. As you make more transactions, you earn more income. After a few years of disciplined work, it's not unusual for a Real Estate Agent to be earning $75000 - $150000 yearly or more. The more work you put into establishing a client base, the more money you will earn. ABOUT: Berkshire Hathaway HomeServices Fox & Roach, REALTORS is part of HomeServices of America, the nation's largest provider of total home services and largest residential brokerage company in the U.S. in sales, according to the 2024 REAL Trends 500 report and was recently awarded Top Workplaces. With over 4,000 sales professionals in more than 70 sales offices across the Tri-State area, the company was recently acknowledged as #1, for more than a decade, in the entire national Berkshire Hathaway HomeServices Network. Through its affiliated services, the Trident Group and Prosperity Home Mortgage, LLC; the company provides one-stop shopping and facilitated services to its clients including mortgage financing, and title, property and casualty insurance. The company-sponsored charitable foundation, Fox & Roach/Trident Charities, is committed to addressing the needs of children and families in stressful life circumstances and has contributed more than $9.1 million to more than 250 local organizations since its inception in 1995.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)