Associate Financial Advisor
Finance representative job in Sioux Falls, SD
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 8008 W 41st Street, Sioux Falls, SD
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
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 an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.
Sales Representative
Finance representative job in South Dakota
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
Associate Financial Planner
Finance representative job in Bismarck, ND
Job Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$80,000 - $105,000 First Year Average
Responsibilities:
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
What You'll Do
Build relationships with clients in your community and beyond
Learn to assess financial needs and create customized plans
Receive ongoing support and mentorship from experienced advisors
Use modern tools and technology to manage client accounts
Grow your client base through networking and referrals
Qualifications:
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Requires a Bachelor's degree in business administration, finance, or other related field
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
What We're Looking For
A self-starter with a strong work ethic and a desire to learn
Passionate about helping others and making a difference
Comfortable talking to people and building long-term relationships
Open to feedback and mentorship
Interested in a career with flexibility and growth potential
About Company
Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients - and our advisors - build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures.
Let's Talk!
If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions - you can work with clients across the U.S. once licensed.
Financial Professional
Finance representative job in Bismarck, ND
Job DescriptionFinancial Services Professional - New York Life
Bismarck/Mandan, ND | Full-Time | On-Site
About the Role
We're looking for a motivated, people-oriented individual to join our Fargo New York Life team as a Financial Services Professional. If you enjoy helping others, want control over your career, and like the idea of building something of your own-with the backing of a Fortune 100 leader-this could be a great fit.
You'll meet with clients, learn about their goals, and offer strategies that help them protect their families, plan for the future, and build long-term financial security.
What You'll Do
Get to know clients and understand their financial goals
Provide personalized strategies and product recommendations
Build your own network of clients through prospecting and outreach
Maintain relationships and support clients over time
Stay up to date on products, markets, and regulations
What We're Looking For
Strong communication and people skills
Interest in finance or helping others with financial decisions
A self-starter who's coachable and goal-driven
Sales experience is a plus, but not required
Bachelor's degree preferred, not required
What You'll Get
Paid training, study materials, and exam fees
Ongoing mentorship and coaching
A clear path to leadership, including Fast-Track to Partner
First-year earnings typically $70,000-$100,000+
Medical, dental, vision, 401(k), and pension plan
Flexible schedule and opportunities to grow your practice
Office space
Apply
If you're looking for a career with purpose, flexibility, and long-term potential, we'd love to talk. Submit your resume today!
#hc162562
Accounts Receivable / Financial Aid Representative
Finance representative job in Brookings, SD
JOB TITLE: Accounts Receivable / Financial Aid Representative REPORTS TO: Controller FLSA STATUS: Non-Exempt JOB TYPE: Part-Time Schedule: 4:00 PM - 8:00 PM SALARY: $20/hour MISSION: To inspire and enable all young people, especially those who need us most, to realize their full potential as productive, responsible, and caring citizens.
JOB SUMMARY: The Accounts Receivable (A/R) and Financial Aid Representative is responsible for managing billing processes, assisting families with payment and financial aid inquiries, and ensuring compliance with organizational financial policies. This role requires strong attention to detail, excellent communication skills, and the ability to provide exceptional customer service.
KEY RESPONSIBILITIES:
Accounts Receivable
Process payments in compliance with financial policies and procedures.
Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording A/R data.
Prepare billing statements for families.
Assist families with billing issues or billing setup.
Manage and maintain accurate customer account records.
Financial Aid
Assist families in navigating financial aid options.
Provide guidance on scholarship applications, including eligibility requirements.
Evaluate financial aid applications and determine qualification.
Maintain accurate and confidential financial aid records.
Qualifications
High school diploma or equivalent; some college coursework in finance or business preferred.
Experience in accounts receivable, billing, or financial aid administration is a plus.
Strong organizational and problem-solving skills.
Proficiency with financial software and Microsoft Office Suite.
Excellent communication and customer service skills.
Work Environment
Part-time evening hours (4:00 PM - 8:00 PM).
Collaborative and family-focused environment.
PHYSICAL REQUIREMENTS:
Ability to stand/sit for long periods throughout a shift
Ability to operate various types of general office equipment including PC, telephone, copier, etc.
This position is considered to be safety-sensitive.
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain nor be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.
We are proud to be an Equal Opportunity Employer and a Drug-Free Workplace!
All qualified applicants are considered for positions without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, non-job-related disability, or any other protected class.
The Boys & Girls Club of the Northern Plains provides reasonable accommodations to applicants and employees in compliance with local, state, and federal laws and regulations. Applicants requiring reasonable accommodation for any part of the application/hiring process should contact Human Resources to communicate their request for accommodation at ************.
Auto-ApplyFinancial Advisor - Fargo, ND
Finance representative job in Fargo, ND
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.
Auto-ApplyFinancial Advisor - Bismarck/Mandan
Finance representative job in Bismarck, ND
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyWealth & Deposit Management Banker
Finance representative job in Bismarck, ND
First Western Bank has a full-time opening for a Wealth & Deposit Management Banker in Bismarck, North Dakota.
Wealth & Deposit Management Banker Benefits Include:
Paid Vacation, Sick Leave and Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k with matching contributions
Volunteer Paid Time Off
Banking Benefits
And More!
Wealth & Deposit Management Banker Overview :
The Private and Deposit Management Banker will be responsible for developing and managing relationships with clients, with a primary focus on deposit growth, and overall relationship profitability. This individual will actively seek new business opportunities, deepen existing client relationships, and serve as a trusted advisor by delivering customized banking solutions that support clients' operational and strategic goals. This position will s also be responsible for the hiring, training, and supervision of Universal Bankers and Tellers.
Proactively source new commercial, consumer, and ag clients through networking, referrals, and community involvement.
Build and maintain a robust pipeline of prospects, focusing on core deposit growth and treasury management opportunities.
Develop and present tailored proposals to meet client needs across depository, liquidity, payment, and receivables solutions.
Work closely with the Lending team on the market's portfolio of commercial, ag and consumer clients, providing high-touch service and strategic advice, and coordinate with lending officers when deposit-focused clients require credit services to support broader relationship growth.
Develop and maintain an understanding of all First Western products and services.
Conduct in-depth client needs assessments to identify opportunities to optimize cash flow, improve working capital efficiency, and reduce financial risk.
Onboard new depository clients with an emphasis on seamless implementation and client education.
Monitor product usage and service quality to ensure satisfaction and identify cross-sell opportunities.
Serve as the Universal Banking Manager to manage day-to-day administration of the bank branch and supervision of Universal Bankers and Tellers.
Provide a variety of management and administrative support to leadership on special projects.
Represent the bank in local community and participate in community sponsored events.
Ensure compliance with banking laws, regulations, and the Bank's policies and procedures, including the Bank Secrecy Act.
Ensure all onboarding, documentation, and servicing procedures follow bank compliance standards.
Assist with Teller transactions as needed.
Wealth & Deposit Management Banker Qualifications:
Bachelor's degree in business administration, management studies, or in a related discipline.
Minimum of five years of experience in a financial sales position, preferably in a leadership position, and with a strong emphasis on treasury/cash management and deposit acquisition.
Demonstrated track record of new business development and client relationship growth.
Solid understanding of commercial bank products, especially treasury and deposit solutions.
Knowledge of marketing and business concepts.
Established network in the local market.
Exceptional interpersonal, consultative, and presentation skills.
Ability to work independently while collaborating across departments to deliver client solutions.
Auto-ApplyInsurance Account Representative - State Farm Agent Team Member
Finance representative job in Bismarck, ND
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
We are a dynamic State Farm office in Bismarck, ND seeking a passionate, self-driven, natural born salesperson who wants to make a meaningful difference in peoples lives. As our newest Insurance Account Representative, you will sell, market, and service a variety of insurance products to both existing and new customers. This full-time role offers the opportunity to help individuals, families, and small businesses secure their financial futures. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team!
Compensation
This position offers a competitive base salary plus commission and bonus opportunities.
Salary Range: $50,000 - $70,000 annually
Benefits:
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Monday through Friday Schedule Evenings Off
Retirement Plan
Qualifications:
Genuine willingness to learn, be intuitive, resourceful, and coachable
Positive, upbeat, and enthusiastic attitude
Excellent communication and interpersonal skills
Highly self-motivated with a strong work ethic and leadership qualities
Driven and goal-oriented with strong negotiation and closing skills
Exceptional listening skills and ability to build rapport
Responsibilities:
Achieve new business production goals and objectives
Develop insurance quotes, conduct sales presentations, and close sales
Understand and adhere to underwriting, rating, and compliance requirements thoroughly
Stay current on new insurance products and services
Prospect and generate new business through leads and referrals
Excel at relationship building and client education
Help customeres select insurance policies that best fit their individual needs
Join our team and grow your career with a trusted brand dedicated to helping people. If you are passionate about sales and committed to making a difference, we want to hear from you!
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Sturgis, SD
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Service Representative with Erich Moberly State Farm agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Advisor, Finance Operations (Medical Customer Rebates)
Finance representative job in Bismarck, ND
**_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_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *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.
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_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 (***************************************************************************************************************************
Business Banker
Finance representative job in South Dakota
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step.
As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services.
The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more!
This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience.
After one year in the Commercial Loan Officer role, you'll know you are successful if:
You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules.
You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts.
You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied.
You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union.
Essential Duties of the Commercial Loan/Commercial Banker Officer Include :
Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base.
Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products.
Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements.
Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary
Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters.
Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing.
Other duties outlined in full job description
Requirements
Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Salary Description
$63,000 to $90,000 base salary plus commission
Financial Service Specialist (Teller)
Finance representative job in Grand Forks, ND
Job Description
About FCCU
FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement.
As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community.
Core Values-Strengthen Community by helping members grow and thrive.
Community-Our Communities define who we are "People Helping People."
Integrity-We will live and work with uncompromised integrity.
Passion-We will display passion in our work and service to our membership.
Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success.
Job Responsibilities
Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees.
Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust.
Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs.
You stay busy as you efficiently process routine financial teller transactions for our new and existing members.
You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs.
You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction.
You provide engaging, personal service to members and truly care about finding real solutions to their financial needs. You are goal-oriented and always learning and improving. You take pride in being the face of FCCU and projecting a positive image to our current and prospective members alike!
Qualifications
High school diploma or GED
Previous cash-handling preferred
Ability to operate a computer, telephone and other office equipment
Competitive team player, with a positive attitude willing to learn and adapt to change
Ability to communication, both written and verbal
Detail-oriented and able to work in a fast-paced member service environment
Benefits
We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance.
Work Schedule
Monday-Friday part time hours with rotating Saturdays.
You must complete an FCCU employment application located at ******************************
First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)
Finance Intern
Finance representative job in Watertown, SD
The Finance Intern will support the Utilities Division finance team - gaining exposure to margin analysis, process mapping, and forecasting.
Key Responsibilities
Create documentation and process maps for standard works
Perform analysis on equipment margins and bulk(consumable) inventory
Help in the preparation of the Monthly Forecasts, including the development and distribution of input templates, and analysis of variances vs. 2026 current best estimate, prior forecast periods, or prior year.
Required Qualifications
Student at accredited 4 year university/college.
Pursuing a full-time undergraduate degree in Accounting, Finance, or a related field.
Desire to build a career in Finance.
Track record of demonstrable accomplishments in school and at work.
Required Skills & Competencies
Basic understanding of Excel and PowerPoint.
Analytical abilities.
Attention to detail.
Solid communication skills - both written and verbal.
Well-developed organizational skills and ability to meet deadlines.
Action oriented and strong follow-up.
Positive, can-do attitude; self-starter.
Hours
40 hours per week during normal office hours, 8:00 am - 5:00 pm.
If you are interested in an open position but feel you may not meet all the listed qualifications, we still encourage you to apply.
About Terex:
Terex Corporation is a global industrial equipment manufacturer of materials processing machinery, waste and recycling solutions, mobile elevating work platforms (MEWPs), and equipment for the electric utility industry. We design, build, and support products used in maintenance, manufacturing, energy, minerals and materials management, construction, waste and recycling, and the entertainment industry. We provide best-in-class lifecycle support to our customers through our global parts and services organization, and offer complementary digital solutions, designed to help our customers maximize their return on their investment. Certain Terex products and solutions enable customers to reduce their impact on the environment including electric and hybrid offerings that deliver quiet and emission-free performance, products that support renewable energy, and products that aid in the recovery of useful materials from various types of waste. Our products are manufactured in North America, Europe, and Asia Pacific and sold worldwide.
Additional Information:
We are passionate about producing equipment that helps improve the lives of people around the world and providing our team members with a rewarding career and the opportunity to make an impact. We are committed to recruiting, engaging, developing, and retaining team members at all levels of our global workforce. Our culture is defined by our Terex Way Values - Integrity, Respect, Improvement, Servant Leadership, Courage, and Citizenship. Our values are the driving force behind our commitment to maintain an inclusive, supportive, non-discriminatory, and safe workplace for all team members. To that end, we are committed to actively foster a culture where every team member feels valued, listened to, and appreciated. We are committed to being fair and impartial in our decisions. As an Equal Opportunity Employer, employment decisions are made without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. If you are a qualified individual with a disability, including disabled veterans, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting the recruiting department (person or department) at **********************************
.
The Company offers competitive salaries, advancement opportunities, and a full range of benefits, including paid vacation, 401(k), medical, dental, and vision.
Auto-ApplyFinancial Clearance Representative Senior
Finance representative job in Michigan City, ND
Responsible for the initial receipt of core data elements for the completion of the pre-registration process for patients scheduled for inpatient and outpatient procedures. Assures patients are financially cleared prior to date of service. Provides direction and troubleshoots to find solutions for complex problems and issues.
Essential Functions and Responsibilities:
* Troubleshoots complex problems, issues as well as participates in finding solutions and provides direction in financial clearance the absence of the Patient Access leader.
* Facilitates Financial Clearance department discussions and provides input on projects and improvement of processes.
* 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.
Qualifications:
Required:
* High School Diploma or GED
* Minimum of 2 years patient access, billing, customer service experience
Preferred:
* One-year experience 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: 25006113
* Daily Work Times: 7am-3:30pm
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No
Personal Banker (Bismarck Main/South, ND)
Finance representative job in Bismarck, ND
Join Our Team as a Personal Banker - Bismarck Main/South, ND
Build a lasting career with
BNC National Bank
Are you looking to grow professionally and build a long-term future in the banking industry? BNC National Bank is seeking a motivated and customer-focused Personal Banker to join our Bismarck Main/South, ND branch. We're looking for someone who values stability, strives for excellence in customer service, and is eager to deepen their knowledge of banking services and solutions.
As a Personal Banker, you'll serve as a key point of contact for our customers-handling day-to-day transactions, opening new accounts, and identifying opportunities to match customer needs with our financial products. You'll also be an integral part of the branch team, contributing to its overall operational success.
Key Responsibilities:
Accurately perform teller transactions for both consumer and commercial accounts
Open and close a variety of account types, including checking, savings, overdraft protection (ODP), certificates of deposit (CDs), and retirement accounts
Build and maintain strong customer relationships through active listening and personalized service
Develop and apply a solid understanding of BNC's financial products and services
Recommend appropriate banking solutions based on individual and business customer needs
Assist with daily branch operations, compliance, documentation, and reporting
Contribute to a positive, team-oriented work environment focused on delivering excellent customer experiences
What We're Looking For:
Previous experience handling cash in a retail, banking, or customer service environment
Strong interpersonal and communication skills
Attention to detail and accuracy in financial transactions
Enthusiasm for helping customers reach their financial goals
Ability to work independently and as part of a collaborative team
A desire to grow and stay long-term within a reputable, community-focused bank
Why BNC National Bank?
At BNC, we're proud of our community roots and strong relationships. We value our employees and are committed to creating a supportive workplace that encourages long-term career development. When you join BNC, you're joining a team that believes in trust, integrity, and service excellence.
Compensation:
Starting at $18.00 - $20.00/hour
(Wage is a starting range and is highly dependent on experience)
Plus opportunities for incentive bonuses!
Schedule:
Full-time, 40 hours per week
Monday-Friday, 8am - 5pm
Rotating Saturdays
Benefits:
Generous Paid Vacation Time (120 hrs./yr.), Paid Sick Time (48 hrs./yr.), Paid Maternity Leave Benefits, and Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings Account, including Employer Contribution
*must meet eligibility requirements
Flexible Spending Accounts
401(k) w/Company Match
Employee Recognition & Rewards Program
Company-Paid Life and AD&D Insurance
Employee Assistance Program
Paid Volunteer Opportunities
Unum Supplemental Plans
Continuing Education Opportunities
and MUCH MORE!
Apply Today!
If you're ready to take the next step in your banking career, apply now and become part of a team that values you and the work you do every day.
BNC National Bank is an Equal Opportunity Employer.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Sioux Falls, SD
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Preferred Qualifications:
Active Life/Health and Series 6/63/65 or 7 licenses.
Previous experience in financial services and/or insurance.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
Finance Service Rep, Midwest Region (TKM165)
Finance representative job in Mitchell, SD
About The Role
To provide retail-financing support for Trail King Industries, Inc. (TKI) customers and dealers along with other commercial financing opportunities. The position must demonstrate communication, knowledge and leadership in various phases of finance, sales, and marketing, and will collaborate with others with in TKI.
Responsibilities
Work with district sales managers (DSM's) in their territory/region to support sales of TKI products by arranging financing for customers.
Build and maintain relationships with an existing book of business while cultivating new opportunities within the current channels.
Cultivate new customers/lender opportunities for the growth of the program.
Generate and maximize fee income based on goals set each year.
Generate a minimum of one million dollars in fundings per month through previous financed relationships and management of the TKI territory assigned.
Candidate Requirements
Bachelor of Science in Business Administration or Finance with minimum of ten years' experience in financing, credit, and sale/marketing support preferred. Must possess the ability to develop, implement and communicate company goals and philosophies. Demonstrated history of being an initiative-taker and communicate well orally and in written format. Analytical and problem-solving skills necessary.
Physical Demands & Work Environment
Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of the position.
Must be able to work up to 8 hours per day in a self-regulated environment.
Ability to sit for extended periods, stand, and walk and climb stairs, as necessary.
Must use necessary PPE to enter manufacturing area.
Occasional lifting of 10 to 40 pounds.
Auto-ApplyAg Banker
Finance representative job in Oakes, ND
Are you a disciplined leader driven to know your customers and meet their needs? Do your get-‘er-done attitude, high ethical standards, and community involvement inspire others? If so, you may be an excellent fit at Starion Bank!
We are seeking an Ag Banker in Oakes!
Position level, officer designation and salary dependent on experience.
In this role, you will:
Start new banking relationships and grow existing ones through:
Proactive sales calls, community engagement, and collaboration with Starion colleagues, and
Diligent, data-driven administration of loan portfolios that complies with all bank policies and regulatory standards.
You should be:
In the know-always keeping up with both local business news and philanthropic projects, as well as national economic trends
Analytical-with top-notch financial and credit analysis skills
Self-aware-including highly intentional about your decision-making processes, and skilled in communicating them to diverse colleagues and customers
Customer-focused-happy to help others, genuinely curious about an array of industries, and hungry to learn new sales best practices at any stage of your career
You should have:
A bachelor's degree in business, finance, economics or a related field.
Knowledge of credit, compliance and regulatory standards preferred.
Proficiency with Microsoft Excel.
Starion Bank is a growing community bank known for providing local leadership, personalized service and community loyalty. We foster a culture where you can grow both professionally and personally, and we treat employees as our most important organizational asset.
We offer a competitive salary and a full comprehensive benefit package including health, life, dental, vision, health savings account, 401K, profit sharing, paid vacation and holidays.
Join our team and work at a bank recognized as “Best of the Best” by Independent Bankers magazine and “50 Best Places to Work” by Prairie Business magazine! Apply online at ****************************
Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Auto-ApplyCollege Financial Representative, Internship Program
Finance representative job in Aberdeen, SD
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
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