Finance representative jobs in Alaska

- 66 jobs

Financial Advisor
Edward Jones 4.5
Finance representative job in Anchorage, AK
This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Financial Services Specialist - Juneau
True North Federal Credit Union 4.4
Finance representative job in Juneau, AK
Financial Services Specialist Full-time available Location: Juneau - 3 locations Salary: $20 - $24 hour DOE True North FCU is a member-owned, full-service credit union, and our mission is to provide quality financial solutions for our members. If you like helping people & are dedicated to excellent customer service then we are looking for someone like you! Do you have great communication and people skills? Have you worked in retail or another customer service position? This might be the start to your next career!! We are WILLING TO TRAIN if you're a good fit! What will you be doing? In this position, you'll be working directly with members to process financial transactions such as deposits, withdrawals, transfers and loan payments. You will work with them to open new accounts and explain credit union products and services. Your cash handling skills will assist you in balancing your cash drawer and daily transactions. In addition, you can put your sales experience to work cross-selling credit union services. What do you need to do the job? Have you been a sales clerk? Cashier? Customer service representative? These experiences will be helpful for you as a teller. If you like working with people, possess excellent communication skills and have a working knowledge of computers, then this might be the right fit for you! Our team is dedicated to improving the economic well-being of our members and the communities we serve. Come be part of the True Crew! VOTED 2022 & 2023 BEST PLACE TO WORK in Juneau ~ Silver Award! Come find out why! True North Federal Credit Union is a member-owned full-service financial institution offering a full benefit package including medical/dental/vision, retirement and paid time off. Pay DOE. True North FCU is an Equal Opportunity Employer. E-Verify Statement: True North FCU participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, True North FCU is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before True North FCU can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer an completed the Form I-9. For more information on E-Verify, or if you believe that True North FCU has violated its E-Verify responsibilities, please contact DHS at ************ or dhs.gov/e-verify. Declaración de E-Verify: True North FCU participa en E-Verify y proporcionará al gobierno federal la información de su formulario I-9 para confirmar que está autorizado a trabajar en los EE. UU. Si E-Verify no puede confirmar que está autorizado a trabajar, True North FCU debe brindarle instrucciones por escrito y la oportunidad de comunicarse con el Departamento de Seguridad Nacional (DHS) o la Administración del Seguro Social (SSA) para que pueda comenzar a resolver el problema antes de que True North FCU pueda tomar alguna medida en su contra, incluida la rescisión. su empleo. Los empleadores solo pueden usar E-Verify una vez que haya aceptado una oferta de trabajo y completado el Formulario I-9. Para obtener más información sobre E-Verify, o si cree que True North FCU ha violado sus responsabilidades de E-Verify, comuníquese con DHS al ************ o dhs.gov/e-verify.
$20-24 hourly 16d ago
Finance Professional
University of Agriculture Faisalabad
Finance representative job in Anchorage, AK
Are you ready to join our team where you can grow and develop your career while supporting exciting and dynamic projects? UAA Facilities & Campus Services (FCS) Business Office is seeking to hire a finance manager to join our team. The FCS Business Office supports all FCS departments including Planning & Construction, Maintenance & Operations, General Support Services, and Environmental Health Safety & Risk Management. The primary focus of this position is supporting the Planning & Construction department working daily with diverse staff including project managers, contracting officer, the Business Office team, and staff from other departments across the campus. Becoming an FCS team member means joining a community that values: fostering an environment of respect embracing our unique backgrounds while supporting UAA inclusivity and diversity goals, safety of employees and students as a core responsibility, collaborating with stakeholders to solve problems in innovative ways using creative and critical thinking, communicating effectively and with transparency so that processes are streamlined, understood and our customers know the status of their requests, using our resources sustainably integrating economic, social, and environmental stewardship in all aspects of our work, accelerating excellence through continuous improvement, and acting with integrity through being a trusted and respected community partner. The UAA community identifies the following for competencies for students and staff: effective communication, creative and critical thinking, intercultural fluency, and personal, professional and community responsibility. We provide excellent benefits and perks including: • Generous vacation leave, sick leave, and 12 paid holidays per year, • Tuition waivers for yourself and family members, • Comprehensive and affordable Medical, Dental and Vision Care coverage, • An employee assistance program and a free wellness program with financial incentives for participation, • State of Alaska PERS retirement plan, • Regular training in best practices To thrive in this role the successful candidate will have experience working with budgets and complex spreadsheets, and possess skills in problem solving, creative and critical thinking, collaborating, and communicating effectively. In this position it's important to have flexibility and adaptability to pivot your focus from task to task, to handle changing priorities and deadlines. As the Finance Manager, you will be interpreting and applying University, Alaska Statute, and OMB fiscal, purchasing, travel, and HR policies, rules, and regulations along with general accounting practices in tasks to include project cost reconciliation, recharge center fiscal management, multi-year project fund management, ensure appropriate use of capital allocations, grants, bond proceeds, extract and analyze fiscal data, respond to internal and external request and inquiries, provide departmental HR support tasks, cost transfers, budget balancing, travel administration support, Minimum Qualifications: Bachelor's degree in accounting or related field and 6 months professional fiscal experience, or an equivalent combination of training and experience. Position Details: This position is located on the UAA main campus in Anchorage. This is a full-time, non-exempt staff position complete with both a competitive salary and full employee benefits package. New hires will be placed on the UA Staff Salary Schedule, Grade 78, based on education and experience. Applications will be reviewed on a rolling basis until a successful candidate is identified, applications will be reviewed by date received until the position is filled. This recruitment is open until filled and successful submission of an application does not guarantee employment. Please attach a resume, cover letter, and the names and contact information for three (3) professional references with your application. *To be eligible for this position, applicants must be legally authorized to work in the United States without restriction. Applicants who now or may in the future require visa sponsorship to work in the United States are not eligible. The University of Alaska (UA) is responsible for providing reasonable accommodations to individuals with disabilities throughout the applicant screening process. If you need assistance in completing this application or during any phase of the interview process, please contact UA Human Resources by phone at ************. UA is an affirmative action/equal opportunity employer, educational institution and provider and prohibits illegal discrimination against any individual: ********************************* The successful applicant is required to complete a background check. Any offer of employment is contingent on the background check. Your application for employment with the University of Alaska is subject to public disclosure under the Alaska Public Records Act. If you have any questions regarding this position, please contact Steffanie Miller, Facilities & Campus Services HR Coordinator, at ******************* or ************. All employees at the University of Alaska are expected to uphold the highest standards of ethics and professionalism when conducting or engaged in university business. * Each university within the University of Alaska system publishes an Annual Security and Fire Safety Report which contains information regarding campus safety and security including topics such as: campus law enforcement authority; crime reporting policies; campus alerts (Timely Warnings and Emergency Notifications); fire safety policies and procedures; programs to prevent dating violence, domestic violence, sexual assault and stalking; the procedures the University will follow when one of these crimes is reported; and other matters of importance related to security on campus. The report also contains information about crime statistics for the three most recent calendar years concerning reported crimes that occurred on campus; in On-Campus Student Housing Facilities; in Noncampus buildings or property owned or controlled by the University or a recognized student organization; and on public property within, or immediately adjacent to and accessible from, the campus. The report also contains fire statistics for any fires occurring in an On-Campus Student Housing Facility during the three most recent calendar years. Access to the reports is available at: UAA: (Addresses Anchorage campus, Aviation Technology Complex, JBER - Elmendorf Extension, JBER - Richardson Extension, Kenai Peninsula College - Kachemak Bay campus, Kenai Peninsula College - Kenai River campus, Kodiak College, Kodiak High School Extension, Matanuska-Susitna College, Prince William Sound College, and Prince William Sound College - Cordova Extension) Online: ******************************************* Request a paper copy in person: UAA Police Department Office at Room 114 of Eugene Short Hall on the Anchorage campus / UAA Dean of Students Office at Room 122 of Rasmuson Hall on the Anchorage campus. Request a paper copy by mail: ************ or ********************* / ************ or uaa_*************************. UAF: (Addresses Fairbanks Campus, Bristol Bay Campus, Chukchi Campus, Community and Technical College, Kasitsna Bay Campus, Seward Marine Center, Tok Campus, Kuskokwim Campus, and Northwest Campus) Online: ***************************************** Request a paper copy in person: UAF Office of Rights, Compliance and Accountability on the 3rd Floor of Constitution Hall. Request a paper copy by mail: ************ or *******************. UAS: (Addresses the Juneau Auke Bay Campus, Juneau Technical Education Center, Sitka Campus, & Ketchikan Campus) Online: ********************************************************************** Request a paper copy in person: Hendrickson Building, Suite 202 on the Juneau campus. Request a paper copy by mail: ************ or emailing ********************.
$27k-47k yearly est. Easy Apply 60d+ ago
APFC External Partner Internship - Denali Advisors, LLC
Alaska Permanent Fund Corporation
Finance representative job in Anchorage, AK
APFC External Partner Internship Program We're excited to announce an incredible internship opportunity with one of APFC's valued external partners! To be considered for APFC's external internship programs, applicants need to meet the following criteria: Be currently enrolled at an Alaska university or be an Alaska resident attending school in any state. Be pursuing a bachelor's or master's degree or have graduated within the past six months. Pursuit of a bachelor's or master's degree in business, finance, economics, business economics, or related fields - minimum GPA of 3.0 or the preferred academic standing of external partner internship program. Application Process Application Period Closes December 31, 2025 Required: Cover letter/ Resume In addition to the APFC eligibility requirements above, each external internship partner has specific eligibility requirements and qualifications. Please ensure your application is complete before submission, as only fully completed applications that meet eligibility requirements will be forwarded for consideration. Please note your cover letters must indicate you're applying through the APFC Partner Internship Program. Applicants who meet the APFC Alaska eligibility and GPA requirements will be forwarded to Denali Advisors, LLC when the application period closes. Firm Description Denali Advisors is a quantitative-based investment management firm founded in 2001 with $1.3 billion in AUM as of 6/30/2025. Specializing in Value, Growth and Income strategies across U.S., Global, Emerging and Frontier Markets, Denali serves institutional and high-net worth private clients. Denali is majority employee owned and operated, and has offices in Anchorage, AK, San Diego, CA and Chicago, IL. Our mission is to consistently deliver enhanced value for clients, investors, and employees by producing superior risk-adjusted investment returns while adhering to our core values. Eligibility Requirements for the Denali Advisors External Partner Internship Must be an Alaska resident attending school in any state, or a student enrolled at a post-secondary school in Alaska At least 60 credit hours at an accredited institution working toward a Masters or BS/BA economics, accounting, or business administration. 3.5 GPA - major 3.0 GPA - overall Qualified candidates must be self-motivated team players who have strong organizational and communication skills. While a background in finance or accounting is not required, applicants should be comfortable with basic numerical computation. Strong proficiency with Microsoft Excel and PowerPoint is a plus. Internship Description Denali Advisors provides career enhancing experiences by ensuring interns take responsibility over important general support functions such as report construction, account guideline review, trade allocation, portfolio modeling, research, and administrative tasks. Based on area of educational study, interest, and availability; Interns will be assigned to one of the following core business units: Portfolio Operations Data Science Research Portfolio Management Consulting Compliance Administration Travel, Compensation, and Housing Interns are required to make their own transportation and housing arrangements. For Interns attending school outside of Alaska, Denali will provide reimbursement for airfare for one plane ticket to and one plane ticket from Anchorage. Further details of the reimbursement to be provided within the interview process. Compensation $25.00/hr Internship Duration: 8-10 Weeks
$29k-51k yearly est. 51d ago
Financial Advisor - Anchorage, AK
Country Financial 4.4
Finance representative job in Anchorage, AK
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$54k-68k yearly est. 60d+ ago
Financial Advisor
Direct Staffing
Finance representative job in Anchorage, AK
We are seeking an uncommon professional to join our team as a Financial Service Representative. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in our Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63 and/or 65/66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 2+ to 5 years experience SKILLS AND CERTIFICATIONS Series 7 and 65 or 66 Registrations Life/Health Licenses Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
$31k-51k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance representative job in Juneau, AK
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 14d ago
Insurance Account Representative - State Farm Agent Team Member
Stacey Allen-State Farm Agent
Finance representative job in Anchorage, AK
Job DescriptionAbout our Agency: Were thrilled to celebrate our 10th anniversary this year, having opened our doors in March 2015. Over the past decade, weve built a reputation for exceptional service and a vibrant, supportive team environment. Our team of five (four and a half in-office and one remote!) works together seamlesslyand often with the company of our beloved office dogs. We value work-life balance and rewarding hard work. After one year of full-time service, team members receive an extra paid day off each month (thats 12 additional days annually!), and we offer exciting perks like team field trips and the opportunity to qualify for an annual team trip. Our last two destinations? Maui! Were proud to be active in our community, sponsoring events like Rodeo Alaska, and we love finding joy in the little things, often celebrating fun "National Days" together. Check out our Instagram and Facebook pages to get a glimpse of our team culture and see why were more than just an officewere a family. Joining us means working hard, having fun, and being part of a team that makes a difference in the lives of our customers and our community. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Simple IRA Health benefits Flexible Hours Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to effectively relate to a customer If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$48k-54k yearly est. 2d ago
Insurance Account Representative - State Farm Agent Team Member
Douglas McCann-State Farm Agent
Finance representative job in Anchorage, AK
Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Free food & snacks Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Douglas Mccann - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
$48k-54k yearly est. 12d ago
Insurance Account Representative - State Farm Agent Team Member
Mike Vierzba-State Farm Agency Intern
Finance representative job in Anchorage, AK
Job DescriptionBenefits: Volunteer time off Bonus based on performance Competitive salary Paid time off Training & development AGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: Mike Vierzba - State Farm Agency Intern is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our office. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your offices team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Successful track record of meeting sales goals/quotas preferred. Ability to effectively relate to a customer. Property & Casualty license.
$48k-54k yearly est. 9d ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Finance representative job in Anchorage, AK
Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
$49.3k-73.4k yearly Auto-Apply 7d ago
Personal Banker 1
Nuvision Federal Credit Union
Finance representative job in Anchorage, AK
Sign-on bonus available for external applicants! Contact us today to learn more! The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Qualifications: 18 months Financial institution experience with prior loan experience and reaching service and performance goals. Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO - loans decisioning system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Excellent verbal and written communication skills in person and over the phone Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Member service and organizational skills Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Willingness to make a difference Personable and professional Coaching/Mentoring skills Successful completion of all compliance related coursework Notary NMLS Registered Education: High School or Equivalent Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place From
$39k-44k yearly est. Auto-Apply 60d+ ago
Insurance Account Representative - State Farm Agent Team Member
Reuben Willis-State Farm Agent
Finance representative job in Juneau, AK
Job DescriptionBenefits: 401(k) matching Competitive salary Paid time off Training & development State Farm Insurance Agent located in Juneau, Alaska is seeking an outgoing, career-oriented professional to join his team of 7. As a State Farm team member for Reuben Willis you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities 8:00am to 5:00pm Monday through Friday Learn to use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent and team to establish and meet sales goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Retirement Plan offered - SIMPLE IRA Hourly pay plus commission/bonus Paid time off (vacation days, paid holidays, personal/sick days) Growth potential/Opportunity for advancement within my agency Signing Bonus up to $2,000.00 if licensed. Requirements No insurance experience required. We will provide training. Must be willing to learn and be teachable Must be kind and People-oriented Self-motivated & detail oriented Willingness to learn how to make presentations to potential customers Personal Lines Licenses Auto & Fire (must be able to obtain within 30 days, on the job study time provided) Life and Health license (must be able to obtain within 30 days, on the job study time provided) Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$47k-54k yearly est. 22d ago
Insurance Account Representative - State Farm Agent Team Member
Troy Sayer-State Farm Agent
Finance representative job in Eagle, AK
Job DescriptionBenefits: Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off ROLE DESCRIPTION: Troy Sayer - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Strong Customer service and needs based service focus. Ability to multi-task, problem solve, and manage individual workflow Ability to effectively relate to a customer and their individual needs Ability to successfully obtain a Property & Casualty license and Life/Health license. BENEFITS: Hourly plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Retirement benefits available - individual & group with options Growth potential/Opportunity for advancement within my office Licensing reimbursement after successful completion Signing bonus for pre-licensed professionals
$47k-53k yearly est. 21d ago
Personal Banker I - Juneau Regional Branch
First National Bank Alaska 4.1
Finance representative job in Juneau, AK
Start a career with First National Bank Alaska, the *Best Place to Work in Alaska* as recognized 10 years in a row by Alaska Business magazine readers. We are seeking a Customer Service Professional to Join our Team! Personal Bankers welcome customers and deliver consistent and exceptional customer service through building relationships to recommend the best products, services, and solutions to meet their needs. Additionally, you may train, coach and mentor branch employees. If you have strong communication and interpersonal skills and strive to provide excellent customer service, consider this opportunity. Salary: $24.00/hour minimum + 10% Differential. Job/salary offer would be commensurate with experience. Schedule: Monday-Friday GENERAL PURPOSE SUMMARY Responsible for welcoming customers to the branch and delivering consistent and exceptional customer service through engaging with customers to build and deepen relationships by uncovering banking needs and recommending the best products, services and solutions to meet those needs. The Personal Banker I may direct, coach and mentor branch employees; works closely with the Branch Manager or Operations Supervisor to ensure critical timelines are met, that operational controls are in place and daily branch functions are completed by performing the following essential duties and responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Provides consistent and exceptional service that enhances customer interactions through demonstrating a genuine desire to assist and deliver a high level of support that contributes to the overall branch experience. * Engages with customers to build and deepen relationships by uncovering banking needs, and using expert knowledge to cross sell multiple products, services and solutions to provide customers with value added services while increasing the bank's revenue. Identifies opportunities to refer customers to an FNBA specialist. * Provides expert skills in opening and updating consumer and business accounts, from individuals to businesses with higher complexity ownerships. * Demonstrates advanced knowledge of consumer and business digital platforms to confidently engage customers in conversations and demonstrates both consumer and business applications in the mobile environment to enhance the branch experience. * Has advanced knowledge of Cash Management services and makes recommendations for services. The Personal Banker I is the liaison between the Cash Management Sales Team and customer. * The Personal Banker I may direct, coach and mentor other branch employees; works closely with the Branch Manager or Operations Supervisor to ensure critical timelines are met, that operational controls are in place and daily Branch functions are completed. * Has advanced knowledge of personal loan and credit card services and is able to assist consumer customers with applying for loan requests using the appropriate application or software. * Has a thorough understanding of business credit cards and is able to assist customers through completing the application process. * Has advanced knowledge in assisting customers with debit card cancellations and reissues, account disputes, placing stop payments and researching account transactions. * The Personal Banker I may perform teller corrections, approve customer transactions, and verifies and sends wires within defined limits and authority by using the bank's computer systems. * May act as Vault Teller and Safe Deposit Box Attendant; and may perform Universal Teller II duties as assigned. * Abides by First National Bank Alaska policies and complies with all required regulatory requirements. Must complete compliance training and adhere to internal procedures and controls. * Performs other work-related duties as assigned by supervisor. COMPLIANCE EXPECTATIONS * Stay up to date on relevant laws and regulations and complete all compliance training on time. * Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job. * Maintain customer confidence and protect the bank's operations by identifying and protecting confidential information. QUALIFICATION REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE: Minimum: Two years customer service experience with at least one year of relationship development experience in the financial industry; or three years relational sales experience. Preferred: Knowledge of First National Bank Alaska products and services. SKILLS and ABILITIES: Knowledge of personal computer operation (monitor, keyboard, mouse), ability to keyboard 35 wpm and operate a 10-key calculator required. Word processing and spreadsheet experience preferred. Must have strong communication and interpersonal skills as well as ability to exercise discretion and good judgment when communicating with internal and external customers and all levels of management. Unquestionable integrity and ethics and ability to maintain confidentiality in handling sensitive and confidential information. LANGUAGE SKILLS: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations and standard banking services contracts. Ability to write reports and business correspondence. Ability to effectively present information, demonstrate products and respond to questions from managers, business customers and the general public. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical solutions. REASONING SKILLS: Ability to solve practical problems and deal with a variety of situations where limited standardization exists. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret instructions in written, oral, diagram or schedule form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds; occasionally lift and/or move up to 50 pounds. Specific vision ability required by this job includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
$24 hourly 34d ago
Financial Advisor - Juneau, AK
Country Financial 4.4
Finance representative job in Juneau, AK
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$53k-69k yearly est. 60d+ ago
FINANCIAL ADVISOR
Direct Staffing
Finance representative job in Anchorage, AK
We are seeking an uncommon professional to join our team as a Financial Service Representative. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in our Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63 and/or 65/66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 2+ to 5 years experience SKILLS AND CERTIFICATIONS Series 7 and 65 or 66 Registrations Life/Health Licenses Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
$31k-51k yearly est. 3h ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance representative job in Juneau, AK
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 21d ago
APFC 2026 Summer Finance Internship
Alaska Permanent Fund Corporation
Finance representative job in Juneau, AK
Salary: $25.00 - $27.00 hourly APFC 2026 Summer Finance Internship Applications due by December 31, 2025 The Alaska Permanent Fund Corporation (APFC), recognized as a world-class organization and consistently ranked as one of the best places to work by Pensions & Investments magazine, is seeking a motivated and detail-oriented Finance Intern to join our team. Reporting to the Senior Accountant for Public Markets, this internship provides a unique opportunity to gain hands-on experience in investment accounting and learn from professionals in the field. This role is ideal for individuals pursuing a career in accounting or finance who want to develop practical skills and gain insight into managing a globally diversified investment portfolio. Eligibility Requirements: Must be an Alaska resident attending school in any state or enrolled at a post-secondary institution in Alaska. Must be currently pursuing a bachelors or masters degree in accounting or finance. Recent graduates earning a bachelors degree are eligible to apply if graduation occurred within nine months of the application close date. Cover Letter: Please explain why you are interested in an internship at APFC, and how it aligns with your career goals. Preferred Qualifications: Academic Performance: Cumulative GPA of 3.0. Technical Skills: Proficiency with the Microsoft Windows platform, including Excel and Word. Candidates should demonstrate an aptitude for learning new software programs, superb analytical, organizational and communication skills. Internship Description: The intern job duties involve a variety of tasks and will provide the intern with an introduction to the basic principles of investment accounting. Work will involve performing hands-on accounting for a variety of investment asset classes including fixed income securities, publicly- traded stocks, real estate and other alternative investments. The intern will work with a variety of individuals and groups both internal and external to APFC, including independent auditors and asset managers. Duties will include analysis of specific accounts and account groups, along with preparation of summary schedules necessary for the annual year-end audit of the Alaska Permanent Fund. The intern will also perform other duties as assigned and will receive exposure to all APFC departments to gain an overall perspective of corporate functions. Intern expectations: Gain an understanding of accounting for investments. Experience working with various accounting and investment software systems. Gain an understanding of investment operations, analysis, and research Assist Finance Department with daily accounting functions. Explore the accounting and investment professions through staff interviews. Experience and assist with annual financial statement audit. Assist with special projects. Enhance basic office skills. Make a final presentation to the APFC staff. Internship Details: Pay: $25.00 per hour undergraduate level / $27.00 per hour graduate level. Duration: 12-13 weeks with flexible start and end dates to accommodate academic schedules. Location: APFC Headquarters located in Juneau, Alaska. Travel: One round-trip airfare to Juneau provided by APFC. Housing: Interns are responsible for securing their own accommodations. Housing can be discussed with APFC Human Resources to connect students with resources if needed. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may be added, removed or changed at any time with or without notice.
$25-27 hourly 12d ago
Financial Services Representative II or Senior (Italy)
Global Credit Union 3.6
Finance representative job in Anchorage, AK
Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II, Category 14, requires six months tenure in the Financial Services Representative I, Category 15 position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $20.31 - $29.25 hourly Financial Services Representative II (Category 14): $21.94 - $32.03 hourly Senior Financial Services Representative (Category 13): $23.69 - $35.28 hourly Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer GDPR Privacy Notice
$20.3-29.3 hourly Auto-Apply 60d+ ago

Learn more about finance representative jobs

Do you work as a finance representative?

What are the top employers for finance representative in AK?

Unlock Potential 360

Delaney Educational Enterprises

Allstate

Top 3 Finance Representative companies in AK

Unlock Potential 360
Delaney Educational Enterprises
Allstate

Job type you want

Full Time

Part Time

Internship

Temporary

Browse finance representative jobs in alaska by city

Anchorage, AK

Finance representative jobs in Alaska

Financial Advisor

Financial Services Specialist - Juneau

Finance Professional

APFC External Partner Internship - Denali Advisors, LLC

Financial Advisor - Anchorage, AK

Financial Advisor

Advisor, Finance Operations

Insurance Account Representative - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Financial Services Representative I, II, Senior

Personal Banker 1

Insurance Account Representative - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Personal Banker I - Juneau Regional Branch

Financial Advisor - Juneau, AK

FINANCIAL ADVISOR

Advisor, Finance Operations

APFC 2026 Summer Finance Internship

Financial Services Representative II or Senior (Italy)

Learn more about finance representative jobs

Do you work as a finance representative?

What are the top employers for finance representative in AK?

Top 3 Finance Representative companies in AK

Unlock Potential 360

Delaney Educational Enterprises

Allstate

Browse finance representative jobs in alaska by city

All finance representative jobs

Jobs in Alaska