Description. About CG Financial. CG Financial is a Registered Investment Advisor (RIA) firm specializing in wealth management, business services, insurance solutions, and a collaborative advisor network. Our mission is to deliver impactful financial guidance while fostering meaningful, long-term relationships with the individuals and businesses we serve. About the Internship: Future Finance Leaders. Our Future Finance Leaders program is an immers...
Description. Job Summary. We are seeking a detail-oriented and results-driven Project Manager to lead and coordinate projects from initiation to completion. The ideal candidate will be responsible for planning, executing, and delivering projects on time, within budget, and in alignment with company goals. Core Values. We’re not just looking for a Project Manager we’re looking for someone who embodies our values and enhances our team’s energy and ...
Job Overview. The Agency Producer directly contributes to and supports the sales goals of the agency or specialist department, working closely with leadership to achieve both short-term and long-term growth objectives. This includes generating new business, cross-selling, providing excellent customer service, and maintaining strong client relationships to ensure retention and profitability. Base salary $40,000 - $50,000 based on experience. Salar...
Job Overview. The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision and care. This role involves hands-on policy servicing, renewal planning, and proactive client communication, all while maintaining strong relationships with carriers and the internal team. Success in this role requires strong organizational sk...
