Finance agent jobs near me - 516 jobs

Right of Way Agent This opportunity is with an established leader in utility engineering and construction that has been supporting communities for decades. The organization is built on a strong culture of safety, teamwork, and high performance. As a Right of Way Agent, you will play an important role in supporting utility projects by helping secure access to property, analyzing land records, and serving as a liaison between internal teams, property owners, and external partners. Position Summary The Right of Way Agent is responsible for learning and performing all functions related to the acquisition and management of utility right of way. Comprehensive training is provided. This role combines fieldwork, research, communication, and problem-solving to help ensure utility projects move forward smoothly. Key Responsibilities Research and identify land and property ownership using public records and county databases. Review, analyze, and interpret title documents, easements, deeds, and other land rights information. Learn to negotiate with property owners to secure right of way agreements and permissions. Interpret engineering drawings, site plans, and survey data to understand project impacts. Maintain accurate documentation of all contacts, agreements, and activities. Act as a liaison between internal departments, property owners, customers, and external agencies to support right-of-way activities. Support project managers and field teams by providing necessary property and access information. Assist with resolving obstacles or issues related to land access, easements, or property concerns. Qualifications High school diploma or equivalent; prior customer service, fieldwork, real estate, or administrative experience is a plus. Strong verbal communication skills, with the ability to interact professionally with property owners, coworkers, and public officials. Valid driver's license and an acceptable driving record. Ability to learn new technical information quickly and work independently with guidance. Skills & Competencies Excellent organizational and time-management skills; able to prioritize multiple tasks effectively. Strong written communication skills for documenting agreements and interactions. Self-motivated and able to follow established procedures and schedules. Strong interpersonal skills and the ability to maintain positive, professional relationships. Flexibility and adaptability in a fast-paced, fluid work environment. Analytical and problem-solving skills, with the ability to review documents and make sound decisions. Understanding of basic financial impacts related to project decisions (training provided). Proficiency with computers, including ability to learn mapping systems, document platforms, and internal software tools. Physical Demands & Work Environment Ability to work outdoors for approximately 50% of the work week, including visiting properties, job sites, and public offices. Willingness to work occasional overtime, weekends, or evenings depending on project deadlines and workload. Work environment is fast-paced, dynamic, and requires strong attention to detail and adaptability.

About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr

Job DescriptionJoin a supportive and high-energy team helping individuals and families protect their financial futures. In this role, you'll learn to use proven systems and industry-leading tools that simplify the process of building wealth and security. Whether you're changing careers or starting fresh, our mentorship program gives you everything you need to succeed. You'll receive step-by-step guidance as you complete your financial licensing and begin working directly with clients. Requirements U.S. work authorization required. 18 years or older. Comfortable working remotely and independently. Willing to complete licensing process (training provided). Benefits Unlimited earning potential. Comprehensive mentorship. Paid travel incentives. Ownership and legacy opportunities. Flexible schedule and remote freedom.

We are excited to share this opportunity for a highly motivated and experienced sales leader to join our team. As the RVP, Financial Services Sales, you will have the chance to drive revenue through both new customer acquisition and existing customer expansion, building and inspiring a team of experienced sales executives, and developing a deep understanding of our product, technology, and competitive landscape. You will also have the opportunity to build excellent working relationships with key business leaders, colleagues, and prospects while providing market feedback to our product team. If you have a strong background in software or SaaS sales leadership, a keen understanding of the SaaS model, a successful track record in financial services technology sales, and a desire to develop and mentor a team, we encourage you to apply. Who you are: 3-5+ years of sales leadership experience Strong software or SaaS sales leadership Keen understanding of the SaaS model, content, and/or cloud technologies Proven history of leading teams to achieve quotas and objectives within a complex client acquisition driven business, preferably in the mid-market or enterprise space Experience in selling to and managing accounts in the Financial Services vertical Strong desire and understanding of how to develop people in a supportive, accountable environment and inspire them to give 100% effort and perform at levels higher than they imagined they could achieve Excellent coaching skills and sales methodology knowledge allowing you and your team to skillfully negotiate wins internally and externally while maintaining strong relationships Bachelor's Degree or equivalent preferred What you'll be doing: Drive revenue through new customer acquisition, and expanding existing customer relationships, meeting or exceeding all sales targets and performance metrics Lead, inspire, manage, and mentor experienced sales executives to maximize their individual potential and professional growth as well as ability to function effectively as a team Build a culture of accountability and urgency by transparently leveraging metrics and reporting to drive the right behaviors Develop a deep understanding of our product messaging, technology platform, partner ecosystem, and competitive landscape Cultivate an environment of teamwork, openness, creativity, and continuous improvement Support and assist account executives with all aspects of the sales process including client presentations, proposals, contract negotiations, and final close Ensure account plans are developed, maintained and are focused on the customers' key strategic goals Develop and maintain accurate forecasts Identify topics and partner with our enablement team to plan product and competitive training sessions Build excellent working relationships with all key business leaders, colleagues, and broader team Listen carefully to prospects and clients to provide market feedback to the product team and help prioritize functionality needed to drive sales opportunities Partner with Customer Success to provide new customers a seamless onboarding experience and share in strategic account planning Creatively identify and help drive new programs to improve the sales organization Travel required: North American travel will be required What we have for you: At Seismic, we're committed to providing benefits and perks for the whole self. To explore our benefits available in each country, please visit the Global Benefits page. We are committed to fair and equitable compensation practices. Seismic's annual base salary range for this position is based on U.S. National average and will vary based on applicant's experience, job level, skills, and abilities as well as internal equity and alignment with market data. Seismic's salary range for this position is: USD $190,000.00/Yr. - USD $210,000.00/Yr. This position is eligible for commission in addition to base salary. The actual amount will vary and will be subject to the terms and conditions set in the commission plan.

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a I.T. Services Sales - Banking, Financial Services & Insurance - Remote: US - NE: Tri-State Area to join our team in New York, New York (US-NY), United States (US). About NTT DATA Banking & Financial Services: At NTT DATA, we believe that growth and innovation are essential for all Banking & Financial Services firms. However, relentless compliance, operational, and risk pressures can often hinder progress. Our BFS practices leverage deep industry expertise in areas such as Banking & Financial Services Advisory Consulting, Customer Centric Banking, Data & Intelligence, Digital Banking Transformation & Modernization, Digital Technology Consulting, and IT & Digital Operations. We provide the insights, solutions, and business outcomes our customers need to succeed across all lines of their enterprise. We work to reduce IT complexity and help integrate business strategy with enabling value-add technologies, solutions, and process optimization to produce targeted business outcomes. Role Overview: The Banking/Financial Services Sales Executive will play a high-visibility and high-impact role in identifying and pursuing new business opportunities within these verticals. You will drive results by leading market and client acceptance across the complete NTT DATA Services portfolio, including Applications, Business Process Outsourcing, Advisory Consulting, Digital Transformation & Modernization, Infrastructure, Cloud, & Security. This is a highly collaborative role, working closely with customer business sponsors and key internal NTT DATA subject matter experts to lead deal pursuits focused on delivering value-add solutions and key business outcomes. We are looking for someone with an entrepreneurial "run it like you own it" approach to demonstrate NTT DATA's ability to provide value-add offerings that achieve clients' targeted business outcomes. This is an excellent opportunity for individuals with a successful IT sales pedigree to play a significant role in our continued growth, with great upside earning potential. Key Responsibilities: * Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets. * Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings. * Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead. * Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for specific offering solutions within new logos and specific target current accounts. * Employ an "offerings" focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients. * Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships. * Maintain a track record of achieving sales quotas/targets in one or more of the following: TCV, Revenue, or Gross Margin. Basic Qualifications: * Minimum of 8 years of overall experience in information technology, intellectual property, and consulting-related services. * 5+ years of experience in a new business development role with success in signing new logos, with 5+ years selling into Banks and Financial Services companies. * Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role. * Successful sales experience exceeding annual quotas of $8 million+ TCV. * Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain. * Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc. * Bachelor's degree. * Ability to travel 40% of the time. Why NTT DATA? Join us and be part of a team that is driving innovation and transformation in the Banking & Financial Services industry. We offer a dynamic work environment, opportunities for professional growth, and a chance to make a significant impact on our clients' success. Apply Now: If you are a driven sales professional with a passion for technology and a track record of success, we want to hear from you. Apply today and take the next step in your career with NTT DATA. #BFSISales #LI-NorthAmerica #USSalesJobs #IndSales #BFSSales About NTT DATA NTT DATA is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients' long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $131,625. - 243,750. This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on a number of factors, including the candidate's actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life and AD&D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires previous State Farm experience Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us: At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities: As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Licensing - Must have or be able to attain Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 This is a remote position.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is seeking motivated individuals to join our team as Remote Agents. This is an excellent opportunity to work from the comfort of your own home and establish a successful career in the insurance industry. As a Remote Agent at Yellowstone Life Insurance Agency, you will be responsible for providing top-notch customer service to clients, assisting them in finding the right insurance coverage to protect their loved ones and assets. You will have access to our lead platform, which connects you with individuals and families who have shown interest in purchasing life insurance policies. We are looking for self-driven individuals with excellent communication skills and a passion for helping others. If you are motivated, organized, and enjoy working independently, this could be the perfect fit for you. Responsibilities: Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. Provide personalized insurance recommendations based on clients' specific requirements and financial goals. Educate clients on the different types of life insurance policies and their features, benefits, and limitations. Assist clients in completing insurance applications and gather the necessary documentation. Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies. Requirements Excellent interpersonal and communication skills. Strong problem-solving abilities and the capability to analyze complex information. Highly organized with great attention to detail. Self-motivated and able to work independently. A current Life Insurance License is preferred, but we will consider candidates who are willing to obtain the license within a specified timeframe (cost may vary depending on the state).

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process. This is a full-time, remote position. 9:00 AM - 6:00 PM -- Tuesday - Saturday. Shifts require working weekends and holidays. Salary to be determined based on education, experience, and licenses. Dimensions This person acts as the primary personal lines (auto, homeowners, etc.) agent for one or more districts, providing quotes and writing policies as needed via phone. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs. Finally, this person works directly with the FAS Contact Center Managers to provide the effective delivery of Financial Advisory Services. Duties Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies. Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with the FAS Contact Center Managers about activities and results within assigned area. Performs other tasks as assigned. Requirements Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.) Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Must demonstrate excellent written and verbal communication skills Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must possess vehicle and valid driver's license. Job Environment This is a remote work position. May be required to report in-person to the office at the request of management and to travel occasionally for trainings. Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone key pad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Jurome Saceda, College Unit Director: Time with NM: Over 2 years. Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services. Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people. Lars Ronten, Financial Advisor: Time with NM: A little over 2 years. Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales. Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects. Adam Besana, Growth & Development Director: Time with NM: 6 years. Prior Experience: College student at Chico State (go Wildcats!). Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Fairview is looking for a Patient Financial Services Representative III to join our team. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Position Details * 1.0 FTE (80 hours per pay period) * day shift * no weekends * fully remote Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines. * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work * Understands and Adheres to Revenue Cycle's Escalation Policy * Demonstrates proficiency through daily work * Responsible for processing accounts through multiple workflows * Responsible for working accounts requiring more attention to detail * Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work. * Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes. * Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment. * Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary. Required Qualifications * 1 year in a medical billing office setting or relevant experience * Organizational skills * Communication skills * Attention to detail Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Insurance / follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Knowledge of FV account review experience * Knowledge of FV system applications * Knowledge of FV RCM workflows Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact.

Join Our Team as a Financial Services Specialist! At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: “Helping people improve their financial well-being through counseling, community outreach, and financial education." Why You'll Love Working with Us • Industry Leader: Join a team celebrated by Fortune, Investopedia, and Forbes for excellence in credit counseling services. • 100% Remote & Flexible: Make a meaningful impact from the comfort of your home! • Innovative Work: Leverage the latest technology to help clients achieve financial stability and success. • Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise. • Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education. • Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform. • Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations. • Awesome Benefits 401k Generous Paid Time Off plan Medical, dental, and vision insurance Life insurance Short and long-term disability Flexible Spending Public Student Loan Forgiveness Eligible Employer What You'll Do Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust. Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference. Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures. Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact. What We're Looking For Passion for Helping Others: A genuine desire to make a positive impact in people's lives. Language Skills: Bilingual proficiency is a plus, but not required. Flexibility: Ability to adjust to varying schedules and work hours. Required Skills Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies. Educational Background: Bachelor's degree or equivalent work experience and education. Innovative Thinker: An innovative mindset to develop new solutions to complex challenges. Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients. Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently. Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently. Ready to Make a Difference? Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today! Note: Satisfactory credit, background, and drug pre-employment screens required. Apprisen is an equal opportunity employer.

Are you looking for a rewarding and flexible career? HIAS has join the team with PFS to hire new Remote Financial Service Specialist! As a Remote Financial Service Specialist, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home. NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers. As a Remote Financial Service Specialist, you will: Build relationships with clients and provide them with financial education and guidance. Identify their needs and recommend appropriate solutions. Assist clients in obtaining the necessary financial products and services. Manage and grow your client base. We are looking for candidates with: Excellent customer service skills An entrepreneurial mindset Strong leadership and decision-making skills The ability to develop, manage, and drive growth. Access to internet or Wi-Fi connection If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members. PFS provides: Training to help you succeed Coverage for all required pre-licensing courses and state licenses Part-time or full-time flexibility No quotas or caps on commissions Stock opportunities Residual income opportunities Join us in the journey of financial empowerment! Requirements: 18 years of age or older (This is a FEDERAL requirement) Pass a background check (No felonies) Self-discipline and self-accountability Trustworthiness and honesty

At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:

Job Description About the Opportunity: We're hiring motivated, coachable individuals who want to build a flexible career in the life-insurance industry. Whether you're licensed or brand-new, we'll provide all the mentorship, tools, and training you need to succeed. What You'll Do: Work remotely anywhere in the U.S. Speak with clients who requested life-insurance info (no cold calls) Offer coverage from top-rated carriers Help families protect what matters most Opportunity to grow into leadership or agency ownership What We Offer: Virtual training and mentorship program Licensing assistance for new applicants Flexible schedule (part-time or full-time) Daily pay direct from carriers (commission only) Performance bonuses and incentives Warm leads and team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and dependable people who are willing to learn Strong communicators Independent yet coachable Willing to obtain a state license (we help with this) Requirements: U.S. resident, 18 + Must pass background check Computer, phone, and internet required ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to start a career that offers freedom and purpose. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker

Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools. * Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines. * Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information. * Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations. * Estimates and collects copays, deductibles, and other patient financial obligations. * Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements. * Applies recurring visit processing according to protocol. * Performs duties otherwise assigned by management. Qualifications: Required: * High school diploma or equivalent required * One year experience in patient access, registration, billing or physician office Preferred: * One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification Equal Opportunity Employer of Minorities/Females/Disabled/Veterans Additional Information * Schedule: Full-time * Requisition ID: 25005267 * Daily Work Times: Standard Business Hours * Hours Per Pay Period: 80 * On Call: No * Weekends: No