Finance Advisor jobs at Catholic Financial Life

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with The Chadwick Group of Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions. See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security. Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Meet Our Team: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes. Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary: OneDigital is looking for a rising college Junior or Senior to intern with our team! Being a part of our JUMPSTART Internship program will give you hands-on experience at one of the nation's fastest growing strategic advisory firms. This is an exciting opportunity to join a growing organization recognized as one of Glass Door's 2023 Best Places to Work! The paid JUMPSTART Internship Program will expose interns to all facets of employee benefits, 401K administration and wealth management. This includes selling to prospective customers, managing and renewing clients, client strategy, retention, presentation of deliverables and carrier relationship management. If you are a high-energy individual with a strong work ethic, excellent team-building skills and outstanding communications, we would like to speak with you! Essential Duties and Responsibilities (include but are not limited to): Assisting with content development for new business marketing campaigns, including media (online and print), website and social, and branded collateral. Working with field sales consultants and subject matter experts to support meetings, events, and webinars to educate and engage clients and prospects. Assisting field consultants with communication strategy conversations and insurance needs for a client's employees. Shadowing and assisting producers, consultants, and account managers in their daily tasks, which include providing strategic workforce solutions to clients. Learning about the OneDigital corporate brand and compliance guidelines. What to Expect: You will have the opportunity to work on real-world assignments, network with top leaders in the organization and fellow interns from around the country and grow professionally and personally with an assigned mentor. Qualifications, Skills and Requirements: Ability to demonstrate analytical and problem-solving skills with attention to detail. Effective communication to a variety of audiences, both written and orally Ability to work independently to complete tasks in a timely manner. Must be self-motivated, disciplined, and thrive in a fast-paced environment. Education, Training and Experience: A rising Junior or Senior pursuing a bachelor's degree. The typical base pay range for this role nationwide is $19 per hour. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: ************************** OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

The Opportunity Are you an emerging financial professional ready to launch your career in wealth management while making a meaningful difference in people's financial lives? As a Wealth Advisor at M3 Financial, you'll have the opportunity to grow your expertise in personalized financial planning while working alongside experienced professionals who are committed to your development. This role offers an exciting entry point into comprehensive wealth management, where you'll learn to build client relationships, develop financial plans, and deliver solutions that help individual investors gain confidence in their financial future within our supportive and growing retirement plan business. How You Will Make an Impact Partner with individual investors to create and execute personalized financial plans using strategic asset allocation models that align with their unique goals and circumstances. Develop robust systems to track client conversations, conduct comprehensive financial planning analysis, and deliver ongoing servicing that exceeds expectations. Research and recommend tailored financial and insurance solutions to address gaps in individual financial plans, ensuring clients have comprehensive protection and growth strategies. Collaborate with the team to communicate your approach and provide progress updates to prospective clients, building trust and confidence in our services. Lead the development of broader financial wellness initiatives, delivering educational content through group meetings, webinars, and blogs on topics ranging from investing and saving to HSA strategies and financial trends. What You Will Need to Succeed Licensed to provide fee-based investment advice with a proven track record of ethical behavior. Series 66 or Series 65 License required; Life & Health Insurance License preferred. Bachelor's degree, preferably in Business or a related field. Minimum of 3-5 years of industry experience providing individual financial planning services. Demonstrated expertise across the full spectrum of financial wellness, from accumulation and protection to decumulation strategies. Strong relationship-building skills with the ability to develop lasting client partnerships built on trust and results. Excellent communication skills and proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .

New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job Description: The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships. Responsibilities Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process. Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence. Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information. Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible. Reviews policy audits for accuracy and works with the customer and company to facilitate corrections. Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations. Sets up customer access to Zywave and assists with questions. Prepares summaries of insurance, schedules, and proposals. Works with the client on policy cancellations and aged receivable issues. Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings. Qualifications Holds and maintains a NC Insurance Agent license. Prior experience as a Client Associate or similar position. MInimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred. Customer focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers. Builds collaborative relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers. Thoroughness and reliability. Ensuring that the work product is timely, accurate, and complete. Clear and persuasive communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others. Technical expertise. The ability to demonstrate a depth of coverage knowledge and business acumen. Professionalism. Thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question. Benefits/Perks Competitive Pay and Benefits Professional Development Job Stability in a growing industry Flexible work from home options available. This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Job Title: Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service. Serve as the primary point of contact and trusted advisor for clients' financial needs. Financial Planning: Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning. Develop personalized financial plans based on clients' goals and objectives. Investment Management: Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to optimize performance. Insurance and Risk Management: Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being. Client Education: Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions. Compliance and Ethics: Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues. Business Development: Proactively identify and pursue new business opportunities through networking, referrals, and community involvement. Qualifications Required: Bachelor's degree in Finance, Economics, Business Administration, or related field. Previous experience in financial services or wealth management preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with a client-focused mindset. Detail-oriented with the ability to multitask and prioritize tasks effectively. Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro). Benefits: Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance. HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more. How to Apply: If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or *************************** and click on the job title to apply, or email ******************** if you have any questions. We look forward to hearing from you!

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and real human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're not just clocking in; you're building an asset. We provide the platforms, mentorship, leads, and proven systems so you can focus on serving families, growing your income, and developing into a leader. What you'll do - Meet virtually or in person with families who have requested information about life insurance, mortgage protection, and retirement strategies. - Listen, ask great questions, and help clients find solutions that fit their goals and budget. - Submit applications through our carrier partners and follow up with clients to ensure a smooth onboarding process. - Plug into our training, coaching, and leadership development so you can grow from producer to builder and, ultimately, business owner if you choose. What we provide - Commission-only structure with uncapped earning potential. - Remote-first model with flexible scheduling. - Step-by-step training and mentorship from field-tested leaders. - Multiple carriers and products so you can do what's truly best for the client. - A culture built on growth, ownership, and breaking generational poverty. Who this is for - You're hungry, coachable, and willing to follow a proven system. - You want to build something that feels like yours - not just punch a clock. - You're comfortable being paid directly in proportion to the value you create. - You care about people and want your work to matter. If you're serious about building a better financial future for yourself and the families you serve, we'd love to talk.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.

Bearingstar Insurance, a member of the Arbella Insurance Group, is one of the leading property and casualty insurance providers in Massachusetts and Connecticut writing over $130 million in premium. Bearingstar possesses a dynamic culture that has an independent agency feel along with the strength and resources of a large parent company. This allows us to offer competitive salaries, bonus above commission, excellent benefits, and great training and development programs. We are currently looking for a motivated and self-driven individual to join our Accounting and Finance department. This is a great opportunity for an individual to not only build a career but to help contribute to the growth and development of a large growing agency. Additionally, after an initial in-house training for the first 90 days, this position can be hybrid work at home, with a few days in office and a couple of days at home each week. The Accounting and Finance Specialist will focus on the following key responsibilities: Budget Analyst - Evaluate, report and plan with departments. Strategic Planning - Work with department director on agency objectives. Financial and Business Reporting - Report creation and delivery with contextual explanation. Agency Commissions - Reconciliation of deposits and transactions. Employee Commissions - Prepare, audit and manage process. Carrier Relationship Management - Review results, growth and profitability. Successful candidates should possess the following skills: Strong analytical skills and attention to detail Excel proficiency that includes pivot tables, charts and financial reporting Communication skills Leadership skills Microsoft Teams, Outlook, and PowerPoint experience Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $65,000 ($33.34 an hour) - $80,000 ($41.00 an hour) based on a variety of factors including, but not limited to, relevant skills and experience. Our work schedule is 37.5 hours per week. In addition, you are eligible for a profit share bonus program, exceptional benefit and wellness programs, career development, flexible schedules and much more. Please note: The advertised pay range is not a guarantee or promise of a specific wage. If the following core values: Employees, Customers, Trust, Performance, Citizenship and Diversity and Inclusion, are consistent with yours, we would love to discuss this opportunity further with you

Description The Opportunity:Get ready to embark on a summer journey that will both challenge and inspire you while paving the way for success in the insurance industry. The Hylant Internship Program will offer you an exceptional opportunity to join a cohort of other talented interns, where you'll gain practical experience, build vital skills, and forge meaningful connections within the insurance industry. The Hylant Summer Internship Program Hylant summer interns will have the opportunity to… Gain meaningful work experience, participating in projects and work that impact our business on a deep level. Participate in summer-long professional development courses to help you discover your full-potential and hone your soft skill sets. Network with all levels of colleagues including executive leadership team members in both formal and informal settings. Build your personal brand and expand your reach in the insurance industry! Be exposed to the risk management industry. All interns will go through a six-week “Intro to Insurance” self-guided course, where you'll learn the lingo, common business practices, and how insurance works. Those at junior or senior standing who complete their internship successfully will be eligible to apply for a $5,000 scholarship! Work collaboratively with a team, mentored by Hylant leaders, all summer-long! The Hylant Innovation Challenge provides you with the opportunity to research and act as a consultant to the Hylant executive leadership team, solving for questions facing Hylant today and proposing real business solutions. Experience a professional environment and award-winning culture. Hylant has been rated a Best Place to Work in Insurance for 16 years straight! Experience office culture, a fun and dynamic environment, and a place where you can set goals, be mentored, learn, grow and thrive. Meet clients, carriers and vendors. Many internships offered at Hylant will afford you the opportunity to meet clients or carriers, shadow calls, or even visit on-site! Visit multiple Hylant offices to expand your network, build relationships and experience our culture, and most importantly, have FUN! This specific internship will support our internal Finance or Accounting departments. In this internship you can expect to: Finance: Assist in preparing monthly financial reports and forecasts. Support budgeting and variance analysis activities. Help consolidate financial data from different departments. Conduct research on market trends and financial benchmarks. Build and maintain Excel models for scenario planning. Participate in meetings to understand strategic financial decisions. Take on projects that support the team where necessary. Accounting: Assist with journal entries and general ledger reconciliations Help prepare and review financial statements. Support accounts payable and receivable process. Organize and maintain financial records and documentation. Perform bank and account reconciliations. Assist with audit preparation and compliance tasks. Take on projects that support the team where necessary. Do YOU have what it takes? To qualify for this opportunity candidates should... Be of rising junior, senior, or graduate-level standing at an accredited college or university. Hylant will also accept applications of students who have graduated and earned a college degree within the past seven months. Maintain an average GPA of 3.0 or higher. Have the ability to work from one of our office locations nationwide. Have the ability to work from May 18-August 7, 2026. Some flexibility may be offered. Have interest in a long-term career in insurance. Be involved in extracurricular activities and/or have a part-time job. While not required, we highly recommend getting involved! Major in Risk Management and Insurance, Sales, Accounting, Finance, Marketing, Information Technology, Business, Human Resources, or Communications. While not required, some background in these industries will help! Finance and Accounting interns should have the ability to work in Toledo, OH for the summer. Be authorized to work for any U.S. employer. *Hylant is unable to provide H-1B visa sponsorship at this time. We welcome your application if you meet the requirements above! Please allow some time for review of your submission. Thank you in advance for your patience! Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home. What you do * Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports. * Add appropriate data to the portfolio management system. * Follow up with management regarding issues documented by inspections or operating statements. * As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. What you bring * Must be enrolled in a college level degree program -- associate or bachelor level * Finance, Accounting, Economics, Real Estate or Business Administration majors preferred * Able to commit to a full-time, 3-month summer internship working 30-40 hours per week. * Excellent verbal and written communication skills * Skilled in Microsoft Word and Excel * Strong analytical and problem-solving skills * Highly organized and detail-oriented * Ability to work well in a team environment * Self-motivated What we offer * Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. * Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. * We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.