Finance & Sales Representative jobs at Allstate - 784 jobs

Our Values Optimism : We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative : We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect : We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth : We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership : We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. Bring role-specific knowledge and expertise to Executive Team discussions and decisions Shape bank-wide strategy in close collaboration with other members of the Executive Team Represent the Banking Division in Board meetings and with regulators and auditors Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives Actively participate in relationship management and prospecting with production personnel. Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. Ensure consistent delivery of exceptional customer service. Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. Direct and manage the selection, placement, performance, development, promotion, and termination of staff. Ownership of the key production and non-production incentive programs for reporting cost centers. Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Maximize revenue through building customer relationships. Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. Actively participate in strategic and business planning sessions. Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications / Requirements Education • Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience Typically requires: 5 to 10 years of successful banking experience in a senior or executive management role. 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. The individual will be collaborative, working in a willing and cooperative manner to achieve success. The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions Physical Requirements The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range The pay range for this position is $187,500-$375,000 The typical hiring range for this position is $187,500- $330,000 The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Our Values Optimism : We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative : We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect : We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth : We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership : We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. Bring role-specific knowledge and expertise to Executive Team discussions and decisions Shape bank-wide strategy in close collaboration with other members of the Executive Team Represent the Banking Division in Board meetings and with regulators and auditors Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives Actively participate in relationship management and prospecting with production personnel. Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. Ensure consistent delivery of exceptional customer service. Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. Direct and manage the selection, placement, performance, development, promotion, and termination of staff. Ownership of the key production and non-production incentive programs for reporting cost centers. Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Maximize revenue through building customer relationships. Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. Actively participate in strategic and business planning sessions. Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications / Requirements Education • Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience Typically requires: 5 to 10 years of successful banking experience in a senior or executive management role. 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. The individual will be collaborative, working in a willing and cooperative manner to achieve success. The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions Physical Requirements The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range The pay range for this position is $187,500-$375,000 The typical hiring range for this position is $187,500- $330,000 The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIcbd134***********2-39196359

Job Description - WE ARE HIRING SALES REPS! Allied is seeking highly competitive Sales Professionals to be full-cycle reps in our Medical Waste Division. We are specifically looking for hungry individuals who want uncapped earning potential and to be part of a exciting growth company! Responsibilities: Include prospecting, cold calling, setting appointments with prospects, presenting solutions and meeting a sales quota. Allied provides a thorough sales training, sales process and business development strategies. Earning Potential: Uncapped Commission Structure Top Earning Sales Job in Utah Performance Bonuses President's Club Trip Preferred: New business-to-business (B2B) sales experience Hunter sales mentality - goal driven and self-motivated Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook), Intranet/Internet and Contact Management System

Job Description The fundamental foundation of a New York Life Insurance Agent's role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.” What is expected of our Agents? • Ability to understand the needs and financial concerns of clients. • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. • Providing compassion and guidance to clients when unfortunate life circumstances arise. • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. Qualities that we look for in our Agents: • Sales experience preferred - entrepreneurial mindset, no mile too far. • Strong communication skills both written and verbal. • Desire to help families and businesses to “Be Good At Life.” • Strong business acumen. • Professional business demeanor. • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts #SMAC Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a client's life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22

Job Description The fundamental foundation of a New York Life Insurance Agents role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are Be Good At Life. What is expected of our Agents? Ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivating relationships, with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise. Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. Qualities that we look for in our Agents: Sales experience preferred entrepreneurial mindset, no mile too far. Strong communication skills both written and verbal. Desire to help families and businesses to Be Good At Life. Strong business acumen. Professional business demeanor. Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts #SMAC Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a clients life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who aspire to create a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit to long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! (Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.)

Company:MercerDescription: We are seeking a talented individual to join our Private Market Secondaries team at Mercer. This role will be based in Richmond and is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. In order to support the growth of our private markets business we are expanding our secondaries investment team and are looking for a Private Market Secondaries Investment Specialist We will count on you to: Source private markets secondary opportunities by fostering relationships with intermediaries, fund managers, and other investors Conduct comprehensive quantitative and qualitative due diligence on potential secondary investment opportunities (e.g., continuation vehicles, LP interests, direct secondaries) Support senior team members in all aspects of transaction execution, including structuring, negotiation, and closing Prepare private markets secondary investment memos and present investment proposals to our respective Investment Committee Upon Investment Committee approval, coordinate the legal and tax due diligence process up to the onboarding of new secondary investments on behalf of our secondary accounts and accounts with secondary exposure Monitor existing secondary investments on a qualitative and quantitative basis Conduct private markets secondary related research and ad-hoc analyses that may go beyond the secondary market and are intended to serve our investment as well as business development teams Support private markets secondary related business development and client relationship projects and represent Mercer Alternatives' secondary platform at conferences and events What you need to have: Bachelor's degree with a strong academic record; a focus in finance, economics, or accounting is preferred 2+ years of professional work experience in investment banking, asset management, transactions services/valuation, or a related field (ideally in the private equity and/or secondary investment area) Strong analytical skills and ability to present complex financial concepts clearly Advanced proficiency in Microsoft Excel and PowerPoint Highly self-motivated and capable of managing tasks autonomously, yet committed to being a strong and supportive team player Excellent verbal and communication skills What makes you stand out? In pursuit of or interest in obtaining CFA or CAIA Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem-solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross-functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $120,750.00 USD - $217,350.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! (Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.)

Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most. At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance. We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred. Proven experience working as a financial services representative preferred. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?

Stellantis Financial Services SFS is the captive finance company for one of the worlds leading automakers and a mobility provider with iconic brands including Abarth Alfa Romeo Chrysler Citron Dodge DS Automobiles Fiat Jeep Lancia Maserati Opel Peugeot Ram Vauxhall Free2move and Leasys Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years Join our world class team and culture and contribute to our core mission which is enhancing our customers experience Position Summary The Learning Management System LMS Specialist is responsible for providing critical support to the LMS Manager Assisting with managing the Learning Management System handling data reporting and facilitating internal company wide communications related to training and development Provide assistance and training to those as needed ensuring the smooth operation of our learning and development programs Essential Duties and Responsibilities Assist in the administration and maintenance of the Learning Management SystemHelp ensure the LMS is up to date user friendly and aligned with company training needs Provide user support and guidance for LMS related inquiries Conduct testing of LMS courses according to internal procedures Generate and analyze reports from the LMS to measure training program effectiveness Prepare regular reports on training metrics and key performance indicators Assist in data collection and analysis for continuous improvement of training programs Collaborate with the LMS Manager Training Managers and the Director of LDT to develop and disseminate internal communications related to training and development initiatives Coordinate communication efforts to inform employees about upcoming training opportunities and updates Maintain accurate and up to date training related documentation and resources Work to deliver day to day objectives that have a significant impact on the achievement of training and development goals Apply discretion within established operational boundaries and procedures Perform other ad hoc tasks and duties as assigned Qualifications and Competencies Required To perform this job successfully an individual must be able to perform each essential duty satisfactorily The requirements listed below are representative of the knowledge skill andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Required Experience Minimum 2 years learning specialist andor LMS administrator experience Education High school diploma and or GED Skills Required Ability to manage multiple tasks coordinate schedules maintain records and ensure that all training logistics are handled efficiently Strong written and verbal communication abilities are crucial for interacting with participants trainers and other stakeholders as well as for creating and distributing training materials and communications Strong attention to detail when managing registrations tracking completion of training activities and maintaining accurate records of all training related documents The capacity to quickly address and resolve issues that may arise during the planning and execution of training sessions Proficiency with basic office software virtual meeting tools and the ability to quickly learn new technologies is important Strong interpersonal skills to work effectively in a team and interact positively with colleagues and external vendors Including the ability to manage relationships and handle sensitive information discreetly Flexibility to adjust to new demands changes in training schedules and shifting organizational needs especially in dynamic corporate environments Overtime required as required on an as needed basis Travel 0 10 as required on an as needed basis Must have reliable transportation and live within a commutable distance to one of the following cities Houston TX Qualifications Preferred Experience Minimum 2 years experience in indirect auto finance in LMS administration Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this Job the employee is regularly required to sit; use hands to finger handle or feel; reach with hands and arms and talk or hear The employee is occasionally required to stand; walk and stoop kneel crouch or crawl The employee must occasionally lift andor move up to 10 pounds Specific vision abilities required by this job include close vision Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The noise level in the work environment is usually moderate Work Schedule This position is a hybrid role requiring in office presence based on business needs The role also requires flexibility to work various shifts to meet business needs typically between the hours of 800 AM and 600 PM Monday through Friday with occasional weekend availability as needed Travel requirements are estimated at 010 Stellantis Financial Services Inc SFS is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment discrimination and intimidation It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race color religion sex age national origin disability pregnancy sexual orientation veteran status gender identity or expression change of sex andor transgender status or any protected status Candidates must possess authorization to work in the United States This policy applies to recruitment and placement promotion training transfer retention rate of pay and all other terms and conditions of employment Employment and promotion decisions will be based solely on merit ability achievement experience conduct and other legitimate business reasons

Job DescriptionDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. Manage daily accounting and financial processes (payments, deposits, reconciliations) Record and track commissions Prepare and distribute financial reports Handle billing and invoicing, including resolving errors and coordinating collections. Support month-end and year-end processes (reconciliations, accruals, reporting) Assist with audits and compliance requirements Maintain accurate financial records and documentation Provide support to colleagues and contribute to projects as needed Build and maintain positive working relationships across the team Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $57,500-$62,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers -Marshall+Sterling MS24

Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career. The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management. The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased. To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills. What We Offer $50k- $150k+ 1st year potential $70k Plus 1st year potential (with management experience) WEEKLY BONUSES WEEKLY PAY Competitive sales and management bonuses Industry leading incentives, up to 4 company sponsored vacation trips per year Hands on training in classroom and out in the field with an experienced top manager Accelerated growth potential: sales rep to team leader within 30 days Lifetime vesting in renewals where you are paid for past performance

Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Transmit daily positive pay files to the bank and track daily balances in the operating account. Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively. Support Senior Financial Service Specialist to ensure team success Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear. Ensure accuracy and clarity by reconciling bank statements and applying customer payments - your attention to detail helps keep our operations running smoothly. Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions. Requirements College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. MS24 Salary Description $47,500-$52,500 per year, on an hourly basis

Requirements College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. MS24 Salary Description $47,500-$52,500 per year, on an hourly basis

Job DescriptionSalary: $20 - $35 per hour (base plus commission) Engage with existing customers with empathy to understand their needs and provide tailored solutions that protect their assets and peace of mind. Your ability to communicate effectively and negotiate confidently will be key as you build lasting relationships, and drive needs-based sales success. You'll need: Strong communication skills, persuasive, confident, an active listener High energy, competitive, motivated by results Coachable, voluntarily accountable Ability to think critically, analyze risk, and problem-solve Detail oriented, and professional with a passion for helping others Team player who can excel individually Prior experience in sales, or related field Determination to achieve KPIs set by management A hunger to win, empathy to connect, work ethic to grow. Benefits include: Opportunities for development and growth A supportive team culture that values collaboration Competitive base pay plus commissions BCBS Medical/Dental/Vision 401K with Company Match 10 Paid Holidays 10 Days of Paid Time Off Family Life Insurance, Short Term Disability Benefits Business Casual Dress Code

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Life & health insurance license (must be able to obtain).