CNO Financial Group jobs - 45 jobs

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 seeking a Sr. Director, IT Security Architecture. This role will lead the end-to-end design and implementation of enterprise-wide information security architecture, driving technical and architectural best practices for current and future cybersecurity initiatives. Reporting to the VP and CISO, the Senior Director will oversee a team of security architects and engineers responsible for evaluating and recommending solutions aligned with CNO's cyber strategy-covering cloud, data, AI, and technology blueprints across all business units. Beyond shaping cybersecurity and IT strategy, this position will collaborate with business leaders to influence sound business strategy related to technology and data. The role also includes managing critical relationships with external service providers (currently Cognizant) to achieve security goals and objectives. As a key contributor to CNO's cybersecurity governance processes, the Sr. Director will serve on the CNO Cybersecurity Steering Committee, present recommendations to the Enterprise Risk Management Committee, and, when necessary, partner with the CISO to brief the Audit and Enterprise Risk Committee of CNO's Board of Directors. As a Sr. Director, IT Security Architecture, your responsibilities will include: Overseeing, developing and communicating a business first, risk-based and data-driven security architecture strategy and roadmap, solutions, and capabilities for CNO's cybersecurity program Providing expert direction in defining and managing CNO enterprise security strategy and architecture for security services and infrastructure, while considering potential risks in the organization's current technology deployments, to build a successful and strong enterprise security posture Analyzing and selecting alternatives based on threat, risk, desirability, feasibility, and viability Reviewing and approving implementation of emerging security technologies and latest regulatory and compliance requirements for security policies, operational standards and security control framework to enhance operational services Leading remediation activities or projects within the organization and collaborating with impacted business functions; providing inputs into the end-to-end project deliveries to enforce approved security architecture implementation standards, procedures and methodologies Providing expert insight to various enterprise stakeholders to keep them aware of cybersecurity risks or trends, and gaining support for any necessary changes or enhancements Leading results analysis of information technology audits and vulnerability reviews, including penetration tests and security design reviews of network infrastructure and applications Interfacing with all levels within IT, up to and including the CIO. Will also have business stakeholder interactions and visibility up to and including the Senior Leadership Group and the Executive Leadership Group. Direct participation within governance committees - Audit and Enterprise Risk Committee, Enterprise Risk Management Committee, and Cyber Security Steering Committee, etc. Recruiting, motivating, mentoring, and leading critical cybersecurity talent, including security architects and engineers, focusing especially on maintaining healthy succession planning activities The Sr. Director, IT Security Architecture position is well-suited for you if you: Have extensive know-how of security technology including, but not limited to, authentication, security protocols, cloud security, and AI/ML Are knowledgeable about legal and regulatory matters in the context of cybersecurity Have a strong ability to work with a global managed service provider to achieve cyber goals Possess a deep understanding of enterprise architecture and security frameworks like TOGAF, NIST, CIS, etc. Have a strong understanding of DevOps/DevSecOps Are knowledgeable about the business principles of secure system design and experienced in modern design techniques Ability to write, develop, and maintain technical documentation, including reference architecture and implementation plans Experience in the implementation of cyber solutions and standard methodologies What you'll need: Bachelor's degree in Computer Science, Information Technology, or a related field of study. 15 years in architecture security with 7+ years' experience as a people leader with cybersecurity, IT architecture or a related IT discipline. CISSP certification and other relevant security certifications Extensive and proven experience in the architecture of secure solutions What will set you apart: Masters Degree/MBA: M.I.S, Computer Science, Information Technology or a related field of study 15 years+ in architecture security with 10+ years' experience as a people leader with cybersecurity, IT architecture or a related IT discipline. Possess strong written and verbal communications skills and proven experience in conveying direction effectively and clearly to both highly technical and non-technical audiences, including senior leadership Prior insurance industry and/or experience in regulated environments Have the ability to work across organizational boundaries 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. #LI-CD1 Compensation Pay Range: $191,000.00 - $286,400.00 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.

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better. The Forecasting and Performance Specialist will be responsible for planning the resource requirements and tracking benefits and operational efficiency. This will involve working in close conjunction with different business areas to understand their processes, workflows and targets. You will be required to deliver and track actual and forecasted staffing levels throughout the business against plans, providing insight in performance through complex data analytics and the provision of resource opportunities. This person will own all operation forecasts and the insight into associated performance indicators that drive efficiency whilst balancing engagement culture and business objectives. Implementation of forecasting models and methodologies delivering efficient cultural business performance. Responsibilities Capture and plan all activity that has a potential to influence Operational performance. Build and own forecasting and capacity models both back office and telephony modelling, both tactical and strategic. Identify opportunities to improve the accuracy of forecasting and headcount planning Maintain models used to plan resources and analysis in long term business decisions Monitor assumptions & actual results against plan and deliver efficient solutions to real problems that drive employee engagement and business efficiency. Support contact center projects providing tactical and strategic plans to meet the business requirements. Develop and maintain world class stakeholder relationships that enable business and customer demand success. Provision of both performance and demand insight that informs decision making and strategy setting Qualifications Education BS/BA Degree in Business or IT preferred Experience/Knowledge 5+ years experience in operational roles with delivery track record Experience of working to targets to improve customer, people or cost metrics. Experience of identifying and making improvements in operational customer facing environments Experienced user of planning techniques and related tools including WFM, Sql/VBA and MS excel Experience of complex statistical modelling Experience in life insurance industry, preferred. Skills Strong analytical/critical thinking skills Strong stakeholder management skills Ability to collaborate and engage people in change Outstanding verbal and written communication skills Self-starting to find and deliver on opportunities Strong organizational skills Demonstrated proficiency in Microsoft Office Suite and process documentation/modelling tools Ability to function in a fast paced environment Flexible with regard to work hours and overtime What's in it for you? The expected hiring compensation range for this position is $90,800 - $124,900 annually. This is a remote opportunity, operating on EST. Candidates local to the Frederick, Maryland area preferred. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 8% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 15 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on 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, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! Job Summary The Customer Engagement Specialist will support our Individual Life Financial Services business and is responsible for interacting with a sense of urgency and empathy. The Specialist will be there when our customers need us most by delivering a level of customer service that exceeds their expectations. The Specialist will interact directly with agents and clients on behalf of OneAmerica Financial and its subsidiary companies on the telephone and through email. The Specialist will provide a point of contact for the client, ensuring they are heard through active listening, an outside in perspective, and driving one-call resolutions. More specifically, the position adds value to the organization by directly supporting the needs of our customers and requests from our agents. What You'll Do: * Utilize EWA (Empowerment with Accountability) to assist clients and support agents. * Manage inbound calls for inquiries involving policy status, loan balances, demographic changes. * Identify client needs, clarify information, research every issue, and provide "one-call" resolution and/or alternative. * Collaborate with stakeholders to improve the customer's experience. * Managing incoming volumes to maintain both service and quality goals. * Submit transactional service requests and assist clients. * Coordinate with support functions to ensure client requests are handled timely. * Manage escalations and the associated communication required. * Based upon feedback provided, identify opportunities for improvement. What You Will Need: * College degree or work experience in lieu preferred. * Prefer 1+ yrs. insurance experience in operations, call center or financial services. * Effective written and verbal communication skills are required. * Proficiency with Microsoft Office and ability to navigate multiple systems is helpful. * Great active listening skills. * Foreign language skills a plus but not required. * Strong time management and organizational skills. * Adaptability and flexibility. * Comfortable working in fast-paced environments * Ability to adapt to multiple platform systems. * Phone skills, including familiarity with complex or multi-line phone systems. * High School Diploma required; or any combination of education and experience which would provide an equivalent background. High School Diploma required. Salary Band: 02A #LI-SC1 #LI-Remote The selected candidate will participate in key on-the-job training over an eight-week period. Two weeks will be onsite in our corporate offices and are critical to long term success. The candidate will work remote post the eight-week training period. The candidate will also be expected to physically return to the office in Indianapolis, IN as business needs dictate or for team-building and collaboration. If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York. Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. For all positions: Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered. To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better. The Account Growth Coordinator (NIMO) supports the Account Growth Manager (NIMO) and VP, National Accounts, and serves as a customer-facing point of contact, working directly with Network IMO agents with a focus on proactive communication to provide a first-class customer experience. The Account Growth Coordinator (NIMO) assists in achieving the established production, growth, and profitability goals. This is a high-growth position that offers the ability to learn and master many skills, including account management and growth, and business development. Some tasks may include; new agent onboarding, assisting with agent questions and concerns, placing outbound calls to promote the placement of pending business, and running data reports as requested. Responsibilities Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions. Correspond effectively, using proper grammar and spelling, with our Network IMO agents, within the department, with internal partners, vendors, and other administrative service departments to assist in problem resolution, expediting business, and/or escalate to management for further handling. Promote L&G products and programs to assigned Network IMO's and their agents, network marketing distribution and their staff to include leadership, sales, marketing, operations and technology teams. Train and onboard agents and other staff during initial launch and ongoing training. Maintain all contact lists for Network IMO accounts and cultivate strong relationships to advance LGA positioning Achieve all internal and client deadlines to ensure successful implementation of key programs Proactive communication with our newly appointed Network IMO agents, ensuring they are successfully onboarded. Continued follow-up proactive communication to scaled production and business written by Network IMO agents. Work in collaboration with Network IMO channel leaders to assess new opportunities of distribution relationships. Work in tandem with the Account Growth Manager (NIMO) to onboard, train and launch new Network IMO and related distribution relationships. Work in close collaboration with Account Growth Manager (NIMO) and VP, National Accounts (NIMO) to monitor business inventory of issued and pending policies, proactively sharing information with agencies with a focus on improving placement. As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments. Effectively communicate New Business policies, procedures, and guidelines to internal and external customers. Process all other duties as assigned by department management Qualifications Education Some college preferred Experience/Knowledge 1-3 years of life insurance, or related field, experience 1-3 years experience in a customer service-related position with telephone experience 1+ years of industry experience, with at least 1 year in a customer contact sales role Understanding of life insurance distribution channels and business models Understanding of life insurance underwriting and operational management practices Skills Strong interpersonal skills to establish relationships with sources of intelligence within the company, the industry and within the Digital Distribution channel Customer Service focused Detail oriented and high tolerance for repetitive tasks Ability to communicate with all levels within the organization Ability to manage multiple projects with focus on individual delivery dates Ability to work independently and within a team environment Strong work ethic, initiative, and the ability to accept full ownership of responsibilities Ability to telecommute from primary residence DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps What's in it for you? The expected hiring compensation range for this position is $48,500 - $58,200 annually. This is a remote opportunity working EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on 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, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. Strict adherence to business unit compliance requirements. An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Expertise and Skills You Bring Bachelor's degree preferred and least 3 years of financial services experience Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire Customer facing experience Demonstrated familiarity with Financial Planning Concepts Presentation experience preferred Demonstrated ability to independently problem solve/prepare for new challenges Willingness to build professional, persuasive presentations with a clear call to action Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM Ability to conduct onsite & virtual workshops (75% travel) Bi-lingual/multi-language speaker a plus The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors GROW in your skills to deliver more, world-class planning and education experiences for our participants WIN on behalf of our clients, our participants and Fidelity Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Communication 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.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity'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 Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales 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.

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! Job Summary The Sales Representative I role is an entry level role designed to provide a holistic training experience for individuals to enter the group insurance industry, leading to full sales and/or service responsibility for a territory/geography within a 12-month timeframe. The role will receive mentorship, hands-on learning, and professional development designed to launch a career with confidence and competence related to group insurance products, positioning, sales fundamentals, relationship management, and financial acumen. This role is designed to serve as strong bench-strength for current territories while helping to fuel growth of future white-space expansion targeted geographies. Primary duties may include, but are not limited to: * Foundational Knowledge (25%) * Employee benefits product knowledge. * Broker relationship management. * Sales fundamentals, underwriting, and compliance. Business Immersion (25%) * Collaboration with experienced sales leaders and mentors. * Support of broker relationships, quoting, and proposal development. * Participation in strategy sessions and internal sales planning. Field Experience (25%) * Join experience group reps in the field to meet brokers and observe client conversations. * Present benefit solutions and begin managing sales activity. * Gain hands-on experience with support and coaching. * Take ownership of outreach, prospecting, and follow-ups. Territory Business Development (25%) * Eventual ownership of territory and broker relationships. * Management of full sales cycle with manager support. Job Requirements Required Education and/or Certifications * Bachelor's degree (or graduating college senior) * Ability to obtain an insurance license within the first 60 days - training provided Recommended Education and/or Certifications * Proficient in Microsoft Office suite Required Work Experience * Any experience in sales is preferred but not required Salary Band: S05 This selected candidate will be expected to work remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration. If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York. Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. For all positions: Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered. To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better. Responsible for supporting the development, enhancement, and maintenance of asset related actuarial models supporting our Trad, Universal Life (UL), Immediate Annuity and Deferred Annuity (SPIA/DA), & Pension Risk Transfer (PRT) and other businesses. Models are used for various purposes, including Valuation for all applicable accounting bases (Solvency II, Cash Flow Testing, IFRS, STAT, GAAP, Bermuda EBS, etc.), Corporate Planning, Investment Analysis, and Financial Reinsurance Pricing. All model development must meet model validation, control, and documentation requirements defined by the company's model governance policy and procedures. Responsibilities Provide asset modeling for Axis production datasets including Trad, PRT, UL, SPIA& DA. Support model review and release and compliance with MRCC requirements Provide insights into emerging business needs including new asset types, new regulations Perform analysis on existing asset types to confirm appropriateness of model and data Develop, review, and test asset models using Axis, Excel, SQL or other software, ensuring models are appropriately built and are fit for the intended purposes Maintain detailed documentation of all changes and evidence of appropriate model governance Maintain multiple reinvestment strategies and accounting bases for various purposes (PRT Plan, Protection Plan, CFT, etc.) Monthly creation for Discount Rate in AXIS for applicable accounting bases Quarterly creation for IFRS Top-down discount rates, IFRS Expected Return (Op Profit) and support in AXIS for IFRS Investment Variance Analysis Creation of periodic Asset specific reports used for reporting and/or analysis by Valuation and Investments MV Stress Testing for applicable accounting bases (IFRS and/or US GAAP, SII, ALM, ICS, Bermuda Reporting, etc) Multi-Assumption Asset Cash flows Support Market Spread/Duration calculations Support financial assumption setting for applicable accounting bases, and asset sensitivities for Banner and associated Legal entities (Penn, Vermont Captives, Bermuda, etc.). Support IFRS 9 requirements Provides asset modeling expertise and collaborate with accounting, valuation, finance, model development, financial planning, IT, and others, Provide subject matter expertise, mentoring and training for more junior staff members on technical asset modeling tasks. Other duties as required. Qualifications Education BS/BA Math/Statistics/Other Analytical Field ASA (Career or working toward FSA) Experience/Knowledge 5+ years of Investment/Life insurance/actuarial experience Model development or modeling experience preferred Asset Modeling/Scenario Testing experience is a plus Term/Universal Life/Pension Risk Transfer experience is a plus Skills Actuarial software skills - GGY-AXIS experience required, Additional software experience a plus Spreadsheet and database capabilities (Excel, MS Access, VBA, SQL) Proficient written and oral communication skills Ability to multi-task in a deadline-oriented environment Strong collaboration and self-motivation skills Strong analytical skills and problem solving ability IFRS experience and/or US GAAP experience preferred What's in it for you? The expected hiring compensation range for this position is $107,800 - $148,200 annually. This is a remote opportunity operating on EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on 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, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

*Remo located in the Northeast (NY, NJ, CT, RI, MA, VT, NH, PA)* As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity's equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity's SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring College degree preferred or equivalent work-related experience. Ability to acquire Series 7 & 63/65 within the first three months of employment. Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client's perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. Shown problem-solving skills. Effective presentation skills, influence, and negotiation skills. High emotional intelligence and interest in other human beings. Desire to roll your sleeves up and work with and for your teammates. Self-awareness and shown history of self-improvement. Analytical and critical thinking skills. The Value You Deliver Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. Note: Fidelity will not provide immigration sponsorship for this position. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Relationship Management

The Investment Strategist team provides investment-related support and education for Fidelity Workplace Investing clients and advisors across all segments. Investment Strategists are an internal group of professionals with broad financial backgrounds focusing on capital markets, money management and consulting. This group is available to help Plan Sponsors and their advisors make educated investment-related decisions associated with their DC or DB plans. The Investment Strategist team provides Investment Support for Fidelity Workplace Investing clients and advisors regarding their retirement plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Investment Strategist location may be flexible, though it is preferred that they be near one of our primary campuses, where they can interact with other team members (Boston, MA, Covington, KY or Westlake, TX) ASSOCIATE MAY BE BASED REMOTELY FROM ONE OF THE FOLLOWING STATES- MA, NH, RI, KY, UT, CO, TX Primary Responsibilities The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client's investment decision makers. Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a finals presentation. He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group. The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship. Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up. The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions. The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment Education and Experience CFA/CFP and/or MBA strongly preferred. Minimum of 5 years investment consulting or related experience. Ability and desire to identify and build relationships with client investment decision-makers. Skills and Knowledge Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans. Excellent understanding of the economy and its drivers. Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process. Excellent understanding of retirement plan investment menu design. Travel: 0-25% travel required. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Consulting

High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit Houston area! While you will work from home, you must reside near the Greater Houston area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We're Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring You have a broad-based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Ability to effectively influence others and use consultative skills to enrich the customer experience Our Investments in You Fidelity'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. [Only include for RC8 locations] Learn More: Dynamic Working Please see below for the salary range for work locations in Colorado only: N/A Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only: N/A Please see below for the salary range for work locations in California only: N/A Please see below for the salary range for work locations in Washington only: N/ACertifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Customer Service, Relationship Management, Sales Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts. Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine. This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof. Link to CDC definition of "fully vaccinated" for COVID-19.

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

Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * You have a voice! You are encouraged to share your voice through multiple channels, get involved with our Employee Experience and DEI committees to drive and continue the health and wellbeing of our organization for everyone. * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment & Format: This is a remote position, ideally with someone based in Orange County (Irvine, Costa Mesa, Newport Beach, Santa Ana, Anaheim, Orange, Huntington Beach, and Fullerton). Job Overview: Under general supervision, this position will be part of the Claims Legal team, which will provide settlement authority and general strategic support for claims/exposures that exceed the line units authority. The position encompasses a variety of responsibilities that include the analysis of unique jurisdictional concerns and ensuring consistency in claims positions. Overall, this position will assist in consulting on complex claim files that are reported to Claims Legal. Responsibilities: * Responsible for consultation with claims staff in a variety of claims issues, including but not limited to, coverage, indemnification, policy limit demand reviews, indemnity agreement review, release language review. * Identifies coverage issues which require assignment to outside counsel and works with outside counsel as needed. * Directly handle some policyholder suits against the company and work with outside counsel in managing the litigation. Will need to attend mediations as needed. * Assists in training to claims staff on various jurisdictional issues and/or Fair Claims Practices training. * Respond to insurance claims questions from a variety of departments. * Works closely as part of the Claims Legal team in providing outstanding service to claims staff. * Responsible for tracking claim files reported to Claims Legal ability to stay organized, and diary cases for future follow-up. * Participate in roundtable discussions on a variety of claims topics, including trial authority, and taking the lead on future follow-up of action items. * Will work collaboratively with current Panel Counsel to ensure consistency of service to CIG insureds. May also participate and/or take the lead in identifying new firms to join Panel list. * Work with Analyst in Claims Legal in ensuring consistency of Reinsurance reporting as required. * Ability to analyze complex insurance claims situations and develop recommendations to be shared with claims staff. * Ability to handle conflicting requests from multiple stakeholders in a fast-paced environment while paying attention to detail. * Good communication and interpersonal skills, ability to work independently and in a team setting. * Ability to interface with multiple levels of the organization. * Ability to travel ( * Ability to stay organized and manage time effectively in order to manage competing priorities. * Have effective research skills and ability to stay current with changes in case law and regulatory changes. * Job description is not prescriptive, but rather a guide as to the duties and responsibilities you will have, however it is not limited to the listed above. Minimum Requirements: * Bachelors degree and JD from an accredited law school required. * Member in good standing of any CIG operating state (Arizona, California, Nevada, Oregon, Washington) bar required. * Minimum of 8 years experience in property and casualty insurance required. * Experience working inside insurance company claims department and/or law firm setting required. * First Party Property experience strongly preferred. * Experience advising on or litigating first party property coverage issues strongly preferred. * Experience with adjustment and/or oversight of complex claims is strongly preferred. * Experience in following jurisdictions preferred: California and Washington. * CPCU preferred. * A valid drivers license may be required. * Candidates must be authorized to work in the United States without the need for current or future visa sponsorship. Salary Range: $107,669 - $177,654 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.

The Role Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity's investment management capabilities - across asset classes - to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales & Relationship Manager role. The Expertise and Skills You Bring Bachelor's degree required; MBA or CFA desired 15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity's domestic and international investment offering Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process Strategic thinking and creative problem-solving to drive client retention and growth Series 7 and 63 registrations Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients Excellent collaboration skills - ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market Passion for financial markets, investment process and the delivery of effective investment solutions Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity's institutional brand Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity's deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity's investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. Location: TBD (1/3rd of US Large Market Public Sector) The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Relationship Management

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! This role is important toward Institutional Markets growth, primarily to create depth and risk mitigation in PRT systems business support. This role will create space for the Director PRT Systems to focus on growth and strategy by solving day to day support and system tasks and share recommended enhancements. Additionally, this role will provide guidance and support for PRT data implementation and ensure data quality. Finally, this role will supplement DB Benefit Transition Calc team, learning ProAdmin and Excel calc sheets, to provide variable capacity in high volume PRT new-business periods. Primary duties may include, but are not limited to: * Provide front line support and problem solving for PRT systems, including DBPRTAdmin, BenefitCloud, ProAdmin and ProAdmin Server and PRT Account Services, including identifying and addressing programming bugs (40%). * Develop tools and utilize data skills to ensure PRT data quality (20%). * Assist with performing UAT and regression testing, and PRT web testing (10%). * Acquire training to perform basic ProAdmin and fulfillment tool support (10%). * Provide primary triage and support for PRT calculation sheets (10%). * Complete coding of plans into the ProAdmin system (10-20%). Work Requirements / Education * Bachelor's degree required * 2-5 years of pension actuarial or defined benefit calculation experience. #LI-SC1 Salary Band: 5B This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration. If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York. Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. For all positions: Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered. To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications:Category: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.

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

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy Juris Doctorate (ERISA specialty) Your responsibilities will include: Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs Skills required for the role: Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus Outstanding partnership skills and ability to inventively influence others across groups Strong critical thinking and problem-solving skills Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Consulting

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service