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Capital Group jobs in Indianapolis, IN - 24 jobs

  • Relationship Specialist - National Accounts

    Capital Group International Inc. 4.4company rating

    Capital Group International Inc. job in Indianapolis, IN

    “I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Relationship Specialist-National Accounts at Capital Group.” As a Relationship Specialist-National Accounts, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries with specific focus on retirement plan products and services. “I am the person Capital Group is looking for.” You will partner closely with the Relationship Manager to build and maintain relationships with firms by developing & executing business plans. You will proactively engage clients and deliver resources including access & education on practice management, Mindshare, PracticeLab, PC Services, ECS, Product Specialists, Investment Professionals etc. You will represent Capital Group by meeting with home office contacts virtually and in person by traveling to conferences, workshops, and offices. You will identify opportunities to provide business solutions through interactions with NACG's strategic clients & develop plans to address client needs. You will identify opportunities to promote internal initiatives from American Funds Distribution (AFD) sales, marketing, and support groups. You demonstrate working knowledge of compliance/regulatory requirements. You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms. You will increase Capital Groups exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings. You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms. You can maintain multiple documents, websites and contacts both internally and externally. You have a bachelor's degree. You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66 “I can apply in less than 4 minutes.” You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. Indianapolis Base Salary Range: $110,253-$176,405 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $110.3k-176.4k yearly Auto-Apply 29d ago
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  • Internal Wealth Specialist

    Capital Group International Inc. 4.4company rating

    Capital Group International Inc. job in Indianapolis, IN

    Capital Group's Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnership with our clients and each other. “I can succeed as an Internal Wealth Specialist at Capital Group.” As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. You will conduct complex sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the territory. Day to day, you will: Partner with external wholesalers to develop and execute territory sales plans. Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings. Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors. Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce. Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning. Collaborate with marketing and product teams to deliver targeted campaigns and messaging. Stay current on industry trends, messaging, competitor offerings, and regulatory changes. “I am the person Capital Group is looking for.” You have a sales-focused mentality, are goal-oriented, and possess at least one year of sales experience in the financial services industry. You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients. You possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products. You are a continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights. You are a self-starter who can work with autonomy. Registration Requirements: You must hold the SIE to apply. Series 6 or 7 are strongly preferred at time of application. If not already held, you must obtain the Series 7 license & 66 licenses after being hired. Indianapolis Base Salary Range: $84,168-$134,669 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $84.2k-134.7k yearly Auto-Apply 60d+ ago
  • Bilingual Customer Activation Representative - REMOTE from any US based location

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Salary Range : $17.44 - $26.16 Hourly Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is bonus eligible. The Bilingual Customer Activation Representative provides support in both customer activation and concierge services in English and Spanish. Responsibilities include resolving pending application items, collecting premiums, educating customers on policy benefits, and ensuring compliance. The role also offers real-time support to Spanish-speaking admin associates on policy and claim inquiries, helping drive customer satisfaction and sales growth in the WN independent channel. Responsible for contacting customers to follow-up and collect on pending requirements on applications and initial premium payments in a manner that promotes integrity and customer satisfaction in a timely, cost-effective manner that is complaint with state regulations and company policies. This may frequently require re-educating the consumer on the benefits of the policy. As a Bilingual Customer Activation Rep., your responsibilities will include: + Communicate with customers to follow up and collect pending requirements, including initial and follow-up premium payments. + Document all actions in the system and reschedule calls as needed to accommodate customer availability. + Make recommendations for process improvements to enhance service quality and efficiency. + Consult with internal departments (e.g., New Business, Underwriting, Customer Service) as needed to resolve customer issues. + Participate in special projects and pilot programs in collaboration with team leadership. + Analyze vendor data, provide feedback, and conduct customer outreach based on findings. + Support the quality assurance team with call audits as required. + Communicate with customers to follow-up and collect on pending requirements and initial & follow up persistence premium payments. + Document all actions taken in system and reschedule calls to meet customer needs as required. + Make recommendations for process improvement. + Consults with other areas of the company as the work demands (NB/UW, Customer Service. + Work with team leadership to take part in special projects and pilot programs. + Analyze vendor data, provide feedback based on analysis and make outreach to customers. + Support the quality assurance team on call auditing as needed. The Bilingual Customer Activation Rep. position is well suited for you: + Interact professionally with customers. + Administer insurance procedures effectively. + Demonstrate strong knowledge of insurance products. + Apply critical thinking to problem-solving. + Prioritize tasks efficiently. + Manage multiple tasks and excel in fast-paced settings. + Communicate effectively both verbally and in writing. + Exhibit strong interpersonal and organizational skills. + Practice courteous phone etiquette. What you'll need: + High School Diploma or GED in general studies. + Fluent in reading, writing and speaking Spanish required. + 1-2 years of customer service-oriented work environment. + Insurance, financial services and/or call center experience preferred. What will set you apart: + Associate's degree or 4 years related experience in the field of Business. + Fluent in reading, writing and speaking Spanish required. + Life & Health Insurance License. + 3+ years' experience in customer service-oriented work; insurance, financial services and/or call center experience. The Company offers the following benefits for this position, subject to applicable eligibility requirements: + medical insurance + dental insurance + vision insurance + 401(k) retirement plan with company match + short-term & long-term disability insurance + Paid time-off and corporate holidays, + paid parental leave. + company paid life insurance. Click on this link for additional information. CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel varying corporate offices periodically. Work cannot be performed from outside of the United States. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families, and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. _\#LI-RJ1_ Compensation Pay Range: $17.44 - $26.16 Hourly We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ReqID : JR169693 Job Type : Full time
    $17.4-26.2 hourly 4d ago
  • Portfolio Manager, Fixed Income - CARMEL, IN I Relocation Assistance

    CNO Financial Group 4.2company rating

    Indianapolis, IN job

    Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. 40I86 Advisors is hiring a Portfolio Manager, Fixed Income who is responsible for the management of assigned investment accounts (30 billion + in AUM). This individual is responsible for contributing and implementing portfolio strategy and results and reporting on performance and attribution of the portfolios. They will also maintain a close connection to financial markets to share insights on market developments, drivers, and outlook with others in the organization. As a Portfolio Manager, Fixed Income your responsibilities will include: Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives Working with senior management to meet investment performance expectations. Managing bond portfolios and overall credit risk, with focus on downside protection. Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables. Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectives Analyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business. Working closely with 4086 investment analysts on investment recommendations. Adhering to and maintaining investment policy guidelines The Portfolio Manager, Fixed Income position is well-suited for you if you: Possess knowledge of full spectrum range of Fixed Income Security types Have experience with long-term strategic asset allocation Understand and can communicate portfolio needs and rationale Have experience working with fixed income portfolio management tools i.e. Bloomberg Are highly collaborative and can work well in a fast-paced environment Demonstrate high attention to detail What you'll need: Bachelor's degree in Finance, Engineering, Economics, Statistics, or related field. Minimum of 5+ years of related experience in an institutional investment environment Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) What will set you apart: Master's Degree in Finance, Engineering, Economics, Statistics, or related field 7+ years of related work experience in an institutional investment environment Strong drive for results Strong written and oral communication skills CFA, CAIA, or MBA is preferred The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance Dental insurance Vision insurance 401(k) retirement plan with company match Short-term & long-term disability insurance Paid time-off and corporate holidays, Paid parental leave Company paid life insurance Click on this link for additional information. This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $130,500.00 - $195,700.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $130.5k-195.7k yearly Auto-Apply 3d ago
  • Business Information Specialist

    The Capital Group Companies Inc. 4.4company rating

    The Capital Group Companies Inc. job in Indianapolis, IN

    The Business Information Specialist will be accountable for managing a broad range of data, analysis and modeling responsibilities across the American Funds Service Group. You will work with cross functional teams to deliver strategic and operational outcomes. You will leverage a combination of research, statistical analysis and forecasting to provide analytical insights and make recommendations to facilitate strategic and operational decisions. "I am the person Capital Group is looking for." * You have 5+ years of analytics experience and are able to operate with a strong level of autonomy * You are able to take a technical lead and facilitate discussions with senior business leaders to define requirements and produce solutions to complex business questions / challenges independently. * You will comfortably navigate ambiguity and complexities, using scenario planning and analysis to support strategic decision-making. * You are able to serve as primary or backup for critical deliverables with a high level of reliability. * You are a skilled communicator, able to present complex analysis and data driven recommendations and direct feedback in a clear and concise manner. * You have a solid background in business intelligence, reporting, and data transformation, using tools like Excel, SQL, R-studio, Tableau or Python. * You value authenticity, respect, and engagement, and can use insights to influence groups and senior associates. * You are comfortable working with multiple geographies, functions, and stakeholders. Orange County Base Salary Range: $112,563-$180,101 Indianapolis Base Salary Range: $98,524-$157,638 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $112.6k-180.1k yearly Auto-Apply 33d ago
  • Unit Field Trainer

    CNO Financial Group 4.2company rating

    Indianapolis, IN job

    Job Title Unit Field Trainer Job Details The Unit Field Trainer is the first level of management in the Branch Sales Office that is responsible for the recruitment, onboarding and on the job training for sales agents, in addition to maintaining their own personal production standards. Job Responsibilities/Accountabilities: • Train and Mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures • Provides day to day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful • Maintains personal production to achieve established goals and objectives • May also have a role in recruiting efforts as assigned by branch; will be instrumental in the onboarding and development of licensed agents; will help facilitate the licensing training for other agents • Conduct on the job training though joint field work with new agents that includes appointment sharing and commission splits • Actively participate in mgmt team meetings and support the Branch Sales Office in meeting stated goals Qualifications: • HS degree required; BS preferred • 1-3 years previous experience in an insurance agent position; 3-5 years is preferred • Strong communication skills required • Strong results orientation is required
    $41k-59k yearly est. Auto-Apply 60d+ ago
  • Branch Office Administrator

    CNO Financial Group 4.2company rating

    Indianapolis, IN job

    Job Title Branch Office Administrator Job Details Overall Job Summary • Responsible for the day to day operations of the branch from an administrative aspect. Key Job Responsibilities and Accountabilities: • Answering the phone: pick up by third ring, direct customer questions, direct customers to agent • Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic • Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent • Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked • System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI • Policy Support: Maintain contact list for all underwriters, follow up for medical records and pordamedic, check the application detail for accuracy, gather missing application items and OFS, correct any underwriting errors; Track and maintain a log of policy and check deliveries; return policy holder calls, process checks related to refunds, and log delivery slips. • BSM support- provide direct support to the BSM and assist him in running the branch smoothly; may assist the BSM with completing compliance audit information; complete FSP and/or R&E reports; assist BSM with reimbursements • Training Support: Maintain NAS material, provide administrative support for all BSO and BLN training sessions such as prepping materials and room, may provide shadowing opportunities and/or training to new BOA's in region; follow-up on BLN training completion; monitor agents through SNA status;. • Recruiting coordination: May assist Telemarketers with the AIRS system; assist with nomoreforms for new managers; will set-up career briefings and sign-in candidates; assist the BSM with other recruiting efforts. • BSO operations: maintains BSO general email box, determines the appropriate person to forward to - agents or managers, prints and distributes information to office as needed. • Aids in Compliance efforts in office including Gryphon system monitoring and reports set up, following up with agent compliance testing, completion of proper and timely termination paperwork
    $38k-48k yearly est. Auto-Apply 60d+ ago
  • Business Development Manager, Union Group Benefits

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Salary Range : $98,000 - $147,000 Annual Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. Optavise, a CNO Financial Group Company, is seeking a Business Development Manager, Union Group Benefits to play a critical role in expanding and deepening relationships with union clients and prospects across the CNO Worksite division (Optavise). This role is focused on in-market presence, serving as a trusted liaison between Optavise and the communities we serve. The position supports sales growth by attending key events, converting contacts into appointments, and nurturing long-term partnerships with union leadership and benefit decision-makers This position partners with the Optavise Career Agency (OCA) and CNO Business Unit leaders to provide programs that help drive sales growth, recruiting, retention and compliance. As a Business Development Manager, Union Group Benefits, your responsibilities will include: + Attend union conferences, benefit fairs, and strategic events to represent Optavise and generate qualified leads. + Cultivate in-market relationships with existing clients, including union leaders, benefit administrators, and affiliated organizations. + Provide feedback from the field to inform strategy, product positioning, and service delivery improvements. + Facilitate delivery of sales training and learning and development content, including, but not limited to, in-person classroom instruction, live virtual training, and in-market field demonstration for OCA Field Managers. + Build and maintain working relationships with stakeholders to understand business goals to identify development needs and solutions, and to ensure initiatives are aligned. + Implement project plans for program development to attain desired outcomes and accomplish objectives including ideation, stake-holder inclusion, project management, budget oversight and change management. + Work, collaborate, and contribute to overall mission of the team; working across strategy team and development areas to deliver results in non-hierarchical environment. The Business Development Manager, Union Group Benefits position is well-suited for you if you: + Build strong interpersonal and relationship-building skills, especially with union leadership and benefit decision-makers. + Facilitate sales training, including in-market demonstration of sales techniques with field leaders. + Manage multiple and shifting priorities in a fast-paced and challenging environment. + Apply excellent analytical and problem-solving skills. + Demonstrate strong program and project management skills. + Launch new sales growth programs that require significant rep or agent behavior change and adoption. + Influence others to adopt new ways of working. + Design and scale selling systems through distribution teams, showcasing a proven track record. + Communicate effectively with strong oral and written communication skills and excellent interpersonal abilities. What you'll need: + High School Diploma/GED + 5 years of experience in client-facing sales roles or relationship development in the voluntary/group/employee benefits space. + Experience with industry trade shows and ability to network in similar settings. + Travel up to 50% to support in-market engagement and event attendance. + Experience with Microsoft Office Products and HubSpot or equivalent CRM What will set you apart: + Current Health/Life insurance license, or ability to obtain an insurance license. + 5+ year's experience working with union clients in the voluntary/worksite benefits space. + Experience with PowerBI or Data Visualization tools. The Company offers the following benefits for this position, subject to applicable eligibility requirements: + medical insurance + dental insurance + vision insurance + 401(k) retirement plan with company match + short-term & long-term disability insurance + Paid time-off and corporate holidays, + paid parental leave + company paid life insurance Click on this link for additional information. CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States. Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise's cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money. Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $98,000.00 - $147,000.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ReqID : JR169731 Job Type : Full time Additional Locations : Houston, TX; Chicago, IL; Milwaukee, WI; Atlanta, GA; Orlando, FL; Birmingham, AL;
    $98k-147k yearly 13d ago
  • Financial Representative - Indianapolis, IN

    Fidelity Brokerage Services 4.2company rating

    Indianapolis, IN job

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $70k-100k yearly est. Auto-Apply 25d ago
  • Actuarial Intern, Summer 2018

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Job Title Actuarial Intern, Summer 2018 Job Details CNO Financial Group is hiring actuarial interns for the Summer of 2018. Summer interns will gain valuable experience with the company's products in life insurance, annuities, and/or supplemental health insurance in both the product management and valuation areas. They will have the opportunity to interact with actuaries and each other over the course of the internship, get a behind the scenes look at the quantitative tools actuaries use, and see the inner workings of an Insurance company. Job Responsibilities may include but not limited to: Simplify and standardize valuation calculations Convert models to new software Provide clear documentation and communication of technical work Improve projection tools with input and guidance from assigned actuarial group Perform all other duties as assigned Qualifications: A serious interest in the actuarial profession Working towards a Bachelors degree in Actuarial Science, Math, or related field Successful completion of at least one actuarial exam Strong analytic skills with the ability to communicate/explain work Experience using Microsoft Excel and Access Understanding of programming languages preferred Availability for a 12-week internship over the summer starting in May 2018
    $74k-97k yearly est. Auto-Apply 60d+ ago
  • Lead Infrastructure Architect - Collaboration Technologies - REMOTE

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Salary Range : $130,500 - $195,700 Annual Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. CNO Financial Group's IT team is hiring a Lead Infrastructure Architect - Collaboration Technologies to champion our collaboration platforms and drive enterprise-wide adoption. This role will lead architecture efforts across collaboration technologies such as Microsoft Teams, Outlook, SharePoint, and Viva Engage. This individual will also serve as a visible advocate and connector, engaging with IT leadership and business partners to align collaboration tools with business outcomes. The ideal candidate will bring presence, influence, and the ability to translate technical capabilities into meaningful impact for end users. As a Lead Infrastructure Architect - Collaboration Technologies, your responsibilities will include: + Designing and implementing strategies and roadmaps across the enterprise for collaboration technologies. + Developing a roadmap of the evolution of the collaboration infrastructure from current to future state. + Facilitating improved delivery of proposed solutions, by identification and documentation of technical and architecture technology requirements to be implemented by our team and third-party partners in a timely, cost effective, and integrated fashion. + Overseeing the implementation of systems and projects, ensuring alignment with architectural standards + Documenting all architecture design and analysis work + Collaborating with business partners, engineers, and leadership to advance business outcomes. + Working with 3rd party vendors and the Managed Services team to develop and implement technology-enabled roadmaps. + Analyzing new functionality on vendor roadmaps and proactively keeping leadership informed of upcoming technology features and changes. + Verifying compliance with all technical requirements. + Mentoring and supporting other members of the infrastructure architecture team and IT peers. + Resolving complex issues for executive leadership with urgency and precision, providing proactive troubleshooting and personalized service. + Supporting additional collaboration and communication technologies as needed, such as fax-to-mail and Zoom, to ensure seamless integration and user experience. The Lead Infrastructure Architect - Collaboration Technologies position is well-suited for you if you: + Demonstrate strong knowledge of physical and virtual computing and understand the latest developments & changes in market conditions in the industry. + Can translate business needs into solution architecture requirements by understanding the functions and capabilities of new technologies and estimating the financial impact of solution architecture alternatives. + Possess the technical ability to serve as subject matter expert, lead architect, and mentor to team members + Have strong interpersonal skills in areas such as teamwork and facilitation. + Are a strong written and verbal communicator with good planning and organizational skills. What you'll need: + Bachelor's degree in Computer Science, Information Technology, or related computing major required or equivalent experience + Typically, 8 years of experience designing and implementing infrastructure solutions in Microsoft 365, Office 365, or similar environments. + Prior vendor management experience + Strong knowledge of collaboration platforms (Teams, Outlook, SharePoint, Viva Engage, etc.) + Demonstrated ability to serve as a subject matter expert, lead architect, and mentor. + Excellent interpersonal, written, and verbal communication skills. + Candidate location in US-based Central or Eastern time zones What will set you apart: + Master's degree in Computer Science, Information Technology, or related computing major + Experience engaging with senior IT and business leaders to promote adoption and foster cross-functional partnerships + Strong executive presence, with the ability to communicate in a clear and compelling manner The Company offers the following benefits for this position, subject to applicable eligibility requirements: + Medical insurance + Dental insurance + Vision insurance + 401(k) retirement plan with company match + Short-term & long-term disability insurance + Paid time-off and corporate holidays, + Paid parental leave + Company paid life insurance Click on this link for additional information. CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work Central or Eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $130,500.00 - $195,700.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ReqID : JR169560 Job Type : Full time Additional Locations : Cincinnati, OH; Chicago, IL; Orlando, FL; Milwaukee, WI; Philadelphia, PA; Atlanta, GA; Birmingham, AL;
    $130.5k-195.7k yearly 20d ago
  • Site Sales Manager

    Capital Group International Inc. 4.4company rating

    Capital Group International Inc. job in Indianapolis, IN

    “I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Site Sales Manager" As a Site Sales Manager, you will lead a team of Strategic Relationship Specialists who drive strategic sales growth and deepen partnerships with key intermediary firms. You will champion business development initiatives, guide associates in executing forward-thinking sales strategies, and fosters collaboration across multiple Regional Sales Office (RSO) locations. You will partner with senior leadership and cross-functional teams to advance Capital Group's market position and deliver exceptional client experiences. As a manager, you will develop and empower associates whose role includes representing Capital's entire product line-up, influencing intermediaries, and executing business plans in partnership with Strategic Relationship teams and the Advisor Group. “I am the person Capital Group is looking for.” You will set a compelling vision for the team, aligning sales objectives with Capital Group's strategic priorities and growth targets. You will coach associates to identify and pursue new business opportunities using market intelligence and client insights to drive asset growth. You will facilitate collaboration with sales force members and internal stakeholders to amplify initiatives and maximize market reach. You will empower associates to deliver consultative solutions and thought leadership that elevate Capital Group's value proposition. You will champion participation in industry conferences, adviser forums, and client events to enhance visibility and influence. You will guide associates in organizing impactful meetings, webinars, and training sessions for key intermediaries. You will promote a culture of continuous learning, professional development, and high performance. You will lead projects and initiatives that shape the future of the Strategic Relationship Group and Capital Group's sales organization. You hold the SIE, Series 7, Series 66 (or equivalent) and Series 24 “I can apply in less than 4 minutes.” You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. New York Base Salary Range: $150,155-$240,248Indianapolis Base Salary Range: $124,035-$198,456 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $150.2k-240.2k yearly Auto-Apply 6d ago
  • Sr Systems Analyst

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Salary Range : $73,700 - $110,500 Annual Job Details The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible. CNO Financial Group's IT Team is hiring a Sr. Systems Analyst to design information system requirements that are consistent with the user needs of multiple business areas. This requires working closely with both technical and business focused job functions. The Sr. Systems analyst has technology system subject matter expert on the multiple systems supported in up to five business areas. Come join our growing IT department! In 2023, CNO was nominated for an "Exceptional Employer Award" from TechPoint, an Indiana tech advocacy non-profit. CNO IT, through progressive leadership, offers career advancement opportunities, consistently provides employee recognition, and maintains a fun and exciting culture. The CNO IT vision is to achieve TechHappiness for both our business partners and IT associates. As a Sr. Systems Analyst, your responsibilities will include: + Preparing detailed specifications based on gathered requirements; analyzing requirements and evaluating multiple options to best address software system requirements. + Collecting and analyzing information from system users to assess system scope and objectives. + Performing hands-on activities to develop, tune, maintain, and support nightly processing, reporting, and query capabilities to ensure a high performing system. + Developing specifications, diagrams and flowcharts to address system needs. + Performing troubleshooting of system issues and performing ongoing maintenance and development on the system; installing software and performing moderate to major system enhancements. + Preparing and maintaining technical documentation to guide system users. + Acting as a resource to other systems analysts. + Providing input and subject matter expertise on respective systems in support of large projects. + Participating in recommending new system functionality and upgrade planning. The Sr. Systems Analyst position is well-suited for you if you: + Have the ability to analyze and translate user needs into system requirements + Can build on knowledge of the organization, its processes, and customers to support successful system implementations + Possess strong verbal and written communication skills, and have a customer service focus and attitude + Possess working knowledge of general technology concepts (i.e. applications, databases, browsers, etc.) + Demonstrate agility and resilience in dynamic work settings, quickly adjusting to evolving priorities and business needs. + Thrive in a fast-paced environment, maintaining high productivity and professionalism. What you'll need: + Bachelor's degree in Information Technology or a related discipline; or equivalent experience + Typically has a minimum of three to five years of related experience as a Systems Analyst, Business Analyst, etc. + Prior experience in utilizing Agile methodologies (SAFe framework, etc.) to drive successful project outcomes and enhance team collaboration. + Experience with API-based integrations, technical documentation generation, and the ability to translate business requirements to technical stories What will set you apart: + Insurance industry experience is a plus + Prior hands-on experience with Pega and/or Java to analyze, design, and optimize system workflows, ensuring scalable and efficient solutions aligned with business requirements. + Prior experience leading and facilitating user journey mapping exercises, translating insights into actionable system requirements The Company offers the following benefits for this position, subject to applicable eligibility requirements: + Medical insurance + Dental insurance + Vision insurance + 401(k) retirement plan with company match + Short-term & long-term disability insurance + Paid time-off and corporate holidays, + Paid parental leave + Company paid life insurance Click on this link for additional information. CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $73,700.00 - $110,500.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ReqID : JR169592 Job Type : Full time Additional Locations : Cincinnati, OH; Chicago, IL; Milwaukee, WI; Atlanta, GA; Orlando, FL; Birmingham, AL;
    $73.7k-110.5k yearly 18h ago
  • Sr. Director, Actuary - ALM - REMOTE

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. CNO Financial Group is hiring a Senior Managing Actuary - ALM to work with 40|86, Actuarial and Finance to be responsible for the company's asset-liability management activities. These include the development and implementation of strategies to manage interest rate risk and hedge market risks embedded in the products. They support finance in ALM activities and capital management activities, including the allocation of net investment income and financial analyses. This role also supports Actuarial Valuation in the development of asset models used in Asset Adequacy Analyses and investment and other market related assumptions required in valuation. This is your opportunity to work closely with 40|86 on duration management, hedging and as a resource for actuarial matters. As a Senior Managing Actuary - ALM, your responsibilities will include: Managing the company's asset liability management (ALM) risks in coordination with 40|86, Actuarial and Finance. Developing and maintaining programs required for managing A-L risk, including programs for measuring liability duration and hedging the Fixed Indexed Annuity and Indexed Universal Life products. Supporting Actuarial Valuation for investment related needs, including the development and maintenance of asset models for cash flow testing and the development of investment and market related assumptions used in reserving. Supporting Finance with the development and maintenance of program to allocate Net Investment Income and related analyses. Supporting corporate initiatives including M&A and reinsurance. Engaging with the Investment and ALM Committee and the Investment Committee of the Board of Directors as directed by the Chief Investment Officer. Managing 1-2 direct reports in the completion of their assigned duties. The Senior Managing Actuary - ALM position is well-suited for you if you: Are highly proficient in ALM, including hedging and duration management. Possess investment knowledge, including modeling. Exhibit good communication skills. Demonstrate the ability to solve challenging technical problems. Have knowledge of life, health, and/or annuity products. Are proficient with Actuarial modeling systems, including Poly, Excel, VBA and/or BondEdge. Possess Associateship in the Society of Actuaries. What you'll need: Bachelor's degree in Actuarial Science, Mathematics, or a related field Associate of the Society of Actuaries (ASA) 10 years of relevant actuarial experience What will set you apart: Fellow of the Society of Actuaries (FSA), Finance and Investment Track 5 or more years of ALM experience Willingness to work Central or Eastern time zone business hours The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance dental insurance vision insurance 401(k) retirement plan with company match short-term & long-term disability insurance Paid time-off and corporate holidays, paid parental leave company paid life insurance Click on this link for additional information. CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $170,200.00 - $255,200.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $170.2k-255.2k yearly Auto-Apply 60d+ ago
  • Unit Field Trainer

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Job Title Unit Field Trainer Job Details The Unit Field Trainer is the first level of management in the Branch Sales Office that is responsible for the recruitment, onboarding and on the job training for sales agents, in addition to maintaining their own personal production standards. Job Responsibilities/Accountabilities: • Train and Mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures • Provides day to day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful • Maintains personal production to achieve established goals and objectives • May also have a role in recruiting efforts as assigned by branch; will be instrumental in the onboarding and development of licensed agents; will help facilitate the licensing training for other agents • Conduct on the job training though joint field work with new agents that includes appointment sharing and commission splits • Actively participate in mgmt team meetings and support the Branch Sales Office in meeting stated goals Qualifications: • HS degree required; BS preferred • 1-3 years previous experience in an insurance agent position; 3-5 years is preferred • Strong communication skills required • Strong results orientation is required
    $41k-59k yearly est. Auto-Apply 60d+ ago
  • Relationship Specialist - National Accounts

    The Capital Group Companies Inc. 4.4company rating

    The Capital Group Companies Inc. job in Indianapolis, IN

    "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. * Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options * Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love * Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Relationship Specialist-National Accounts at Capital Group." As a Relationship Specialist-National Accounts, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries with specific focus on retirement plan products and services. "I am the person Capital Group is looking for." * You will partner closely with the Relationship Manager to build and maintain relationships with firms by developing & executing business plans. * You will proactively engage clients and deliver resources including access & education on practice management, Mindshare, PracticeLab, PC Services, ECS, Product Specialists, Investment Professionals etc. * You will represent Capital Group by meeting with home office contacts virtually and in person by traveling to conferences, workshops, and offices. * You will identify opportunities to provide business solutions through interactions with NACG's strategic clients & develop plans to address client needs. * You will identify opportunities to promote internal initiatives from American Funds Distribution (AFD) sales, marketing, and support groups. * You demonstrate working knowledge of compliance/regulatory requirements. * You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms. * You will increase Capital Groups exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings. * You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms. * You can maintain multiple documents, websites and contacts both internally and externally. * You have a bachelor's degree. * You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66 "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. Indianapolis Base Salary Range: $110,253-$176,405 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $110.3k-176.4k yearly Auto-Apply 31d ago
  • Branch Office Administrator

    CNO Financial Group 4.2company rating

    Bloomington, IN job

    Job Title Branch Office Administrator Job Details Overall Job Summary • Responsible for the day to day operations of the branch from an administrative aspect. Key Job Responsibilities and Accountabilities: • Answering the phone: pick up by third ring, direct customer questions, direct customers to agent • Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic • Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent • Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked • System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI • Policy Support: Maintain contact list for all underwriters, follow up for medical records and pordamedic, check the application detail for accuracy, gather missing application items and OFS, correct any underwriting errors; Track and maintain a log of policy and check deliveries; return policy holder calls, process checks related to refunds, and log delivery slips. • BSM support- provide direct support to the BSM and assist him in running the branch smoothly; may assist the BSM with completing compliance audit information; complete FSP and/or R&E reports; assist BSM with reimbursements • Training Support: Maintain NAS material, provide administrative support for all BSO and BLN training sessions such as prepping materials and room, may provide shadowing opportunities and/or training to new BOA's in region; follow-up on BLN training completion; monitor agents through SNA status;. • Recruiting coordination: May assist Telemarketers with the AIRS system; assist with nomoreforms for new managers; will set-up career briefings and sign-in candidates; assist the BSM with other recruiting efforts. • BSO operations: maintains BSO general email box, determines the appropriate person to forward to - agents or managers, prints and distributes information to office as needed. • Aids in Compliance efforts in office including Gryphon system monitoring and reports set up, following up with agent compliance testing, completion of proper and timely termination paperwork
    $37k-47k yearly est. Auto-Apply 60d+ ago
  • Financial Representative - Indianapolis, IN

    Fidelity 4.2company rating

    Indianapolis, IN job

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $70k-100k yearly est. 24d ago
  • Portfolio Manager, Fixed Income - CARMEL, IN I Relocation Assistance

    CNO Financial Group 4.2company rating

    Carmel, IN job

    Salary Range : $130,500 - $195,700 Annual Job Details The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. 40I86 Advisors is hiring a Portfolio Manager, Fixed Income who is responsible for the management of assigned investment accounts (30 billion + in AUM). This individual is responsible for contributing and implementing portfolio strategy and results and reporting on performance and attribution of the portfolios. They will also maintain a close connection to financial markets to share insights on market developments, drivers, and outlook with others in the organization. As a Portfolio Manager, Fixed Income your responsibilities will include: + Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives + Working with senior management to meet investment performance expectations. + Managing bond portfolios and overall credit risk, with focus on downside protection. + Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables. + Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectives + Analyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business. + Working closely with 4086 investment analysts on investment recommendations. + Adhering to and maintaining investment policy guidelines The Portfolio Manager, Fixed Income position is well-suited for you if you: + Possess knowledge of full spectrum range of Fixed Income Security types + Have experience with long-term strategic asset allocation + Understand and can communicate portfolio needs and rationale + Have experience working with fixed income portfolio management tools i.e. Bloomberg + Are highly collaborative and can work well in a fast-paced environment + Demonstrate high attention to detail What you'll need: + Bachelor's degree in Finance, Engineering, Economics, Statistics, or related field. + Minimum of 5+ years of related experience in an institutional investment environment + Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) What will set you apart: + Master's Degree in Finance, Engineering, Economics, Statistics, or related field + 7+ years of related work experience in an institutional investment environment + Strong drive for results + Strong written and oral communication skills + CFA, CAIA, or MBA is preferred The Company offers the following benefits for this position, subject to applicable eligibility requirements: + Medical insurance + Dental insurance + Vision insurance + 401(k) retirement plan with company match + Short-term & long-term disability insurance + Paid time-off and corporate holidays, + Paid parental leave + Company paid life insurance Click on this link for additional information. This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Compensation Pay Range: $130,500.00 - $195,700.00 Annual We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ReqID : JR169744 Job Type : Full time Additional Locations : Cincinnati, OH; Chicago, IL; Columbus, OH; Des Moines, IA; Minneapolis, MN; Louisville, KY; Indianapolis, IN; Bloomington, IN;
    $130.5k-195.7k yearly 4d ago
  • Site Sales Manager

    The Capital Group Companies Inc. 4.4company rating

    The Capital Group Companies Inc. job in Indianapolis, IN

    "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. * Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options * Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love * Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Site Sales Manager" As a Site Sales Manager, you will lead a team of Strategic Relationship Specialists who drive strategic sales growth and deepen partnerships with key intermediary firms. You will champion business development initiatives, guide associates in executing forward-thinking sales strategies, and fosters collaboration across multiple Regional Sales Office (RSO) locations. You will partner with senior leadership and cross-functional teams to advance Capital Group's market position and deliver exceptional client experiences. As a manager, you will develop and empower associates whose role includes representing Capital's entire product line-up, influencing intermediaries, and executing business plans in partnership with Strategic Relationship teams and the Advisor Group. "I am the person Capital Group is looking for." * You will set a compelling vision for the team, aligning sales objectives with Capital Group's strategic priorities and growth targets. * You will coach associates to identify and pursue new business opportunities using market intelligence and client insights to drive asset growth. * You will facilitate collaboration with sales force members and internal stakeholders to amplify initiatives and maximize market reach. * You will empower associates to deliver consultative solutions and thought leadership that elevate Capital Group's value proposition. * You will champion participation in industry conferences, adviser forums, and client events to enhance visibility and influence. * You will guide associates in organizing impactful meetings, webinars, and training sessions for key intermediaries. * You will promote a culture of continuous learning, professional development, and high performance. * You will lead projects and initiatives that shape the future of the Strategic Relationship Group and Capital Group's sales organization. * You hold the SIE, Series 7, Series 66 (or equivalent) and Series 24 "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. New York Base Salary Range: $150,155-$240,248 Indianapolis Base Salary Range: $124,035-$198,456 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $150.2k-240.2k yearly Auto-Apply 5d ago

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