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Finance representative jobs in Missoula, MT

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  • Financial Planner and Analyst

    Evergoods Crossover Equipment

    Finance representative job in Belgrade, MT

    Financial Planner & Analyst Employment Type: Full-Time, In-Person Department: Finance Reports To: COO We're looking for a Financial Planner & Analyst (FP&A) to join our team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This position is responsible for establishing the Finance department within EVERGOODS. They will then be responsible for leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability. This role involves creating financial models, analyzing data to support decision-making, and preparing reports that provide insights into the company's financial performance and future projections. PRIMARY RESPONSIBILITIES: Planning & Analysis Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans. Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results. Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals. Reporting Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning. Maintain, review and track departmental budgets Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement. Invoice Management Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions. Financial Forecasting Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations. Inventory Planning Track all purchase orders, including expected arrival, payment terms, freight, and tariffs Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale. Reconcile wholesale inventory and collection activities. Maintain average cost inventory values and provide insight into inventory trends and cost drivers. Future-Proofing Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency. Cross-Collaboration Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management. Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence. Special Projects As the business grows and changes, the role may be assigned special projects as needed. RELEVANT SKILLS Bachelor's degree in finance or economics. CPA or MBA preferred. Software proficiency in Xero Software for Small Business, Bill.com, and OnPay payroll solutions. Experience with utilizing Shopify or similar commerce platforms. 3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales. Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers. Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions. Ability to work cross-functionally with all levels of the organization. Google Workspace tools (Drive, Calendar, Sheets, Docs, etc). Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand. Employee Conduct: At Evergoods, we expect every employee to contribute to a positive work environment through cooperative and professional interactions with colleagues, customers, and vendors. A collaborative and respectful attitude is essential. Equal Employment Opportunity: Evergoods is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.
    $35k-63k yearly est. 3d ago
  • Representative 3

    Western Digital 4.4company rating

    Finance representative job in Helena, MT

    ** At Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible. At our core, Western Digital is a company of problem solvers. People achieve extraordinary things given the right technology. For decades, we've been doing just that-our technology helped people put a man on the moon and capture the first-ever picture of a black hole. We offer an expansive portfolio of technologies, HDDs, and platforms for business, creative professionals, and consumers alike under our Western Digital , WD , WD_BLACK, and SanDisk Professional brands. We are a key partner to some of the largest and highest-growth organizations in the world. From enabling systems to make cities safer and more connected, to powering the data centers behind many of the world's biggest companies and hyperscale cloud providers, to meeting the massive and ever-growing data storage needs of the AI era, Western Digital is fueling a brighter, smarter future. Today's exceptional challenges require your unique skills. Together, we can build the future of data storage. **Job Description** ESSENTIAL DUTIES AND RESPONSIBILITIES + Work cross-functionally between Technical Support, Supply Chain, Pricing, Legal, and Product Marketing organizations within company to meet customers' needs + Manage the relationship with the account - including contract manufacturers, distributors, and end customer + Drive customer revenue and shipments to the goals of the account and company + Manage the internal and external communication regarding the account, making sure there is alignment and consistency within WD and externally to the customer Is available, responsive, and timely to customer inquiries, requests for information and/or quotations, problem resolution, etc - even if after normal business hours. + Coordinate customer pricing and rebate communication, and ensure correct rebates are paid on time to the customers + Manage the product lifecycle by account: product list, product roadmap, product launch, qualification, End of Life Schedule and host various technology and business meetings on weekly & quarterly basis + Manage meeting preparation, including creating pre-meeting document and scheduling pre-meeting for internal review and alignment prior to facing the customer + Manage meeting logistics including travel for customer engagements Map customer relationships and identify areas for improvement Manage historical and current revenue, PB, and unit shipment data for the account **Qualifications** REQUIRED + Bachelor's degree in a related field + 5-7 years of account management experience or equivalent experience. + Understand market conditions and how they affect WD and the customer + Understand the customer legal contracts and terms in place + Understand the supply chain process from WD to the end customer, identify areas of concern as they arise, and escalate when necessary SKILLS + Exceptional customer service and communication skills, with the ability to explain complex technical concepts to all levels of users. + Strong problem-solving and analytical skills. + Proven troubleshooting skills in customer-facing environments. + Strong desire and ability to learn new products and technologies. **Additional Information** Western Digital is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person's gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person's assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal (************************************************************************************** " poster. Our pay transparency policy is available here (*********************************************************************************************** . Western Digital thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution. Western Digital is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at jobs.accommodations@wdc.com to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying. Based on our experience, we anticipate that the application deadline will be 1/16/2025 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline. **Compensation & Benefits Details** + An employee's pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs. + The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future. + If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned. + You will be eligible to be considered for bonuses under **either** Western Digital's Short Term Incentive Plan ("STI Plan") or the Sales Incentive Plan ("SIP") which provides incentive awards based on Company and individual performance, depending on your role and your performance. You may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Western Digital's Standard Terms and Conditions for Restricted Stock Unit Awards. + We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the Western Digital Savings 401(k) Plan. + **Note:** No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Notice To Candidates:** Please be aware that Western Digital and its subsidiaries will never request payment as a condition for applying for a position or receiving an offer of employment. Should you encounter any such requests, please report it immediately to Western Digital Ethics Helpline (******************************************************************** or email ****************** .
    $36k-47k yearly est. 50d ago
  • Insurance Representative

    Wmmhc 3.5company rating

    Finance representative job in Missoula, MT

    Apply Description At Western Montana Clinic, we are continuing our 100-year tradition of providing excellent health care to the community. We are a group of local, independent providers practicing in multiple specialties. Our mission remains the same - to provide our patients with the same high quality health care that we expect for our families. We are seeking a full-time Insurance Representative / Patient Accounts Representative for medical billing to join our Central Billing Office team. Wage Range DOE In this position you will: Handle a high volume of telephone contacts with patients/insurance companies and respond appropriately to inquiries regarding their medical billing and account status. Document all interactions in a precise and complete manner in the patient's medical billing account. Analyze accounts, determine billing discrepancies and resubmit corrected claims to insurance carriers. If necessary, appeal denied claims using payer specific protocols. Review insurance Explanation of Benefits to determine appropriateness of payments. Ensure the patient's medical billing information is accurate and up to date. Must have understanding of insurance contracts. Work closely with Financial Counselors to assist patients to set up monthly payment plans according to company and regulatory policies. Comply with the HIPAA Privacy and Security Regulations. Benefits Offered: Health insurance Life insurance Paid Vacation Holiday Pay Sick pay 401(k) Plan + match Voluntary benefits - Dental insurance, Vision insurance, Disability insurance Employee assistance program Minimum Requirements: High school diploma or equivalent Previous medical insurance billing experience in a healthcare organization preferred or equivalent combination of experience and education in a medical insurance billing program. The successful candidate will be subject to a background check. An Equal Opportunity Employer
    $34k-40k yearly est. 60d+ ago
  • Construction Representative

    Wgm Group Inc. 3.4company rating

    Finance representative job in Missoula, MT

    WGM Group is seeking a Construction Representative to join our dynamic planning and design firm in Missoula, MT located in the beautiful Northern Rockies. WGM Group is a comprehensive multi-disciplinary civil engineering firm including planning & design, survey, environmental and natural resource management with office locations in Bozeman, Kalispell, Missoula, and Hamilton. This position is responsible for a wide range of construction administration, observation, documentation, and estimating during the construction phase of civil engineering projects. This role will generally work with project managers on a variety of projects and may be involved early in the design process and throughout project construction and closeout. Role & Responsibilities: As an integral player in our firm, you will: Coordinate and monitor of all infrastructure construction and schedule for wet/dry utilities, site dirt work, grading, sewer, water, stormwater, ponds, curb and gutter, sidewalk, roads and conduct weekly progress meetings. Perform schedule, shop drawing, constructability and final plan reviews. Complete construction estimating, take off and project bidding of all construction phases and scheduling. Write contracts and special provisions. Perform construction observation for contract compliance such as inspecting underground utilities, testing, major concrete pours, checking geotechnical work, construction changes, check shop drawings, general work progress, and photos. Coordinate testing efforts with subconsultants and contractor. Complete daily and monthly reports including work progress to date, percent completion, amount of contract spent, review schedules, approve pay applications. Coordinate with PMs and assist with design efforts as assigned. Coordinate project field orders and change orders. Qualifications: As a valued member of our team, you will have at a minimum: Bachelor's Degree in construction management, civil engineering, surveying, or a related field and two (2) or more years of job-related work experience. -OR- 6 years of job-related work experience in lieu of a degree. Experience in the construction industry. Ability to interpret schematics or engineering sketches. Ability to manage time effectively, prioritize and work within tight deadlines. Strong ability to work in a team and communicate effectively, both orally and in writing. Keen attention to detail and an aptitude for problem-solving. Ability to work collaboratively in a multi-disciplinary team. Knowledge of computer hardware and software programs such as Microsoft Office Suite, and Adobe Acrobat. Knowledge of the utility industry (water, sewer, storm drain). Preferred Knowledge/Skills/Abilities: Skill in AutoCAD/Civil 3D. Experience in the civil field preferred. Compensation & Benefits Package: WGM Group promotes a healthy work-life balance, offering both flexible and hybrid work schedules. In addition, WGM provides hourly pay to all employees; all hours worked over 40/week are eligible for overtime compensation. WGM offers full-time employees a comprehensive benefits package including health insurance, flex spending accounts, retirement savings plan (401K) with matching contributions, generous PTO, holiday pay, and a bonus and profit-sharing incentive. WGM Group supports the professional development of employees by helping to offset professional licensing and offering Education Cost Assistance for training and continuing education programs. Employees also enjoy the added benefit of working from our beautiful office overlooking the Clark Fork River, nestled at the mouth of the Hellgate Canyon just below Mount Sentinel and a stone's throw from the University of Montana campus. The convenient location is mere minutes from a wide array of restaurants and entertainment options in downtown Missoula. Five trailheads, river access, and a bike trail are all within ½ mile of the WGM parking lot. About WGM Group: For over 50 years, WGM Group has helped create healthy communities, improved the natural environment, and enhanced regional infrastructure by working with our trusted partners in both the government and private sectors. WGM Group is a great place to work thanks to the commitment to service demonstrated by the people we hire and the spirit of teamwork which is an integral part of the work environment. WGM Group is committed to the communities in which we do business. We contribute a portion of our profits to making our communities a better place to live. The company is founded on the principles of hard work and professional competence, while striving to create a fun and enjoyable workplace. WGM Group provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. WGM Group complies with all state and federal non-discrimination laws including Title VII of the Civil Rights act of 1964 as amended and the new Americans with Disabilities Act. In compliance with the Immigration Reform Act of 1986, new employees must provide proof of identity and authorization to work in the U.S. Apply today through our company website.
    $35k-42k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Bozeman, MT

    Corebridgefinancial

    Finance representative job in Billings, MT

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $32k-59k yearly est. Auto-Apply 39d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Bozeman, MT

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $41k-70k yearly est. Auto-Apply 60d+ ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Helena, MT

    **_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 2d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Daniel Corbin-State Farm Agent

    Finance representative job in Manhattan, MT

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Paid time off Training & development Opportunity for advancement Position Overview State Farm Insurance Agent located in Manhattan, MT is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Daniel Corbin - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to identify and support local community events in our market. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred 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 Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) 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.
    $32k-40k yearly est. 29d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Misti Svoboda-State Farm Agent

    Finance representative job in Missoula, MT

    Job DescriptionBenefits: Health Insurance stipend Hospital Accident Plan Short Term Disability Life Insurance 401(k) matching Bonus based on performance Paid time off ROLE DESCRIPTION: Misti Svoboda - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Insurance Account Representative - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. QUALIFICATIONS: Dedicated to customer service Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Able to obtain Property and Casualty License Able to obtain a Life/Health License Able to achieve mutually agreed upon marketing goals Interested in marketing products and services based on customer needs BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $33k-41k yearly est. 19d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Emily Tieman-State Farm Agent

    Finance representative job in Missoula, MT

    Job DescriptionBenefits: Flex Benefit Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As an account representative for Emily Tieman - State Farm Insurance, 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. Property & Casualty License Life & Health License
    $33k-41k yearly est. 17d ago
  • Appointment Representative - Full Time

    Billings Clinic 4.5company rating

    Finance representative job in Billings, MT

    You'll want to join Billings Clinic for our outstanding quality of care, exciting environment, interesting cases from a vast geography, advanced technology and educational opportunities. We are in the top 1% of hospitals internationally for receiving Magnet Recognition consecutively since 2006. And you'll want to stay at Billings Clinic for the amazing teamwork, caring atmosphere, and a culture that values kindness, safety and courage. This is an incredible place to learn and grow. Billings, Montana, is a friendly, college community in the Rocky Mountains with great schools and abundant family activities. Amazing outdoor recreation is just minutes from home. Four seasons of sunshine! You can make a difference here. About Us Billings Clinic is a community-owned, not-for-profit, Physician-led health system based in Billings with more than 4,700 employees, including over 550 physicians and non-physician providers. Our integrated organization consists of a multi-specialty group practice and a 304-bed hospital. Learn more about Billings Clinic (our organization, history, mission, leadership and regional locations) and how we are recognized nationally for our exceptional quality. Your Benefits We provide a comprehensive and competitive benefits package to all full-time employees (minimum of 24 hours/week), including Medical, Dental, Vision, 403(b) Retirement Plan with employer matching, Defined Contribution Pension Plan, Paid Time Off, employee wellness program, and much more. Click here for more information or download the 2022 Employee Benefits Guide. Magnet: Commitment to Nursing Excellence Billings Clinic is proud to be recognized for nursing excellence as a Magnet-designated organization, joining only 97 other organizations worldwide that have achieved this honor four times. The re-designation process happens every four years. Click here to learn more! Appointment Representative - Full Time SCHEDULING - CLINIC (BILLINGS CLINIC CLINIC) req11049 Shift: Day, Evenings, Nights, Weekends Employment Status: Full-Time (.75 or greater) Hours per Pay Period: 1.00 = 80 hours every two weeks (Non-Exempt) Starting Wage DOE: 17.00 - 21.25 Incumbents in this position are responsible for answering all incoming phone calls to the Central Appointment Desk (CAD) for scheduling appointments and diagnostic procedures, as well as pre- registration of new patients and patients seen in outreach clinics. Essential Job Functions * Supports and models behaviors consistent with Billings Clinic's mission, vision, values, code of business conduct and service expectations. Meets all mandatory organizational and departmental requirements. Maintains competency in all organizational, departmental and outside agency standards as it relates to the environment, employee, patient safety or job performance. * Promptly and courteously answers CAD telephone calls, coordinating the scheduling of patient appointments in a manner that meets the patients needs. Offers alternatives when appropriate to accommodate the patient. * Accesses on-line physician/provider scheduling protocols for each appointment scheduled to ensure scheduling accuracy. * Schedules and enters orders for ancillary services via the order communication system. Instructs patients on specific preparations and/or restrictions necessary to prepare for ancillary procedures. * Accesses any resources necessary to assist in meeting the needs of the caller (e.g. Level II scheduling staff, nursing staff, HealthLine, leadership, Red Flag Chief Complaint List, etc.). * Verifies basic demographic information when scheduling; pre-registers all new patients and fully registers all outreach clinic patients. * Informs patients of any financial/insurance obligations they may expect at the time of their appointment. * Performs clerical duties to include filing, mailing patient appointment reminders, faxing outreach schedules, and completing ancillary service orders. * Creates edits and maintains master templates for physician, hospital and clinic ancillary appointment types and scheduling protocols as requested by physicians and in accordance with access initiatives. Communicates changes in protocols to appropriate personnel. * Reschedules patients whose appointments are affected by a change in physician schedule. Communicates BILLINGS CLINIC apologies for any inconvenience to the patient and strives to reschedule in such a way that meets the patients need. * Provides educational opportunities to physicians, nursing and administration allowing for the creation of a schedule template which will positively affect the physician in achieving productivity needs, patient satisfaction and reduce the need to revise schedules. * Utilizes performance improvement principles to assess and improve quality. * Identifies needs and sets goals for own growth and development; meets all mandatory organizational and departmental requirements. * Maintains competency in all organizational, departmental and outside agency safety standards relevant to job performance. * Performs other duties as assigned or needed to meet the needs of the department/organization. Minimum Qualifications Education * High school graduate or equivalent Experience * Prior experience in a customer service-related field preferred; health care experience is desirable Billings Clinic is Montana's largest health system serving Montana, Wyoming and the western Dakotas. A not-for-profit organization led by a physician CEO, the health system is governed by a board of community members, nurses and physicians. Billings Clinic includes an integrated multi-specialty group practice, tertiary care hospital and trauma center, based in Billings, Montana. Learn more at ****************************** Billings Clinic is committed to the principles of Equal Employment Opportunity. All policies and processes are designed toward achieving fair and equitable treatment of all employees and job applicants. Employees are encouraged to discuss any concerns they have in this regard with their immediate supervisor and/or the Vice President People Resources. All employees and job applicants will be provided the same treatment in all aspects of the employment relationship, regardless of race, color, creed, religion, national origin, gender, gender identity, sexual orientation, age, marital status, genetic information or disability. H
    $30k-34k yearly est. 2d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Diana Larson-State Farm Agent

    Finance representative job in Billings, MT

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Health insurance Opportunity for advancement Paid time off Signing bonus Training & development Vision insurance Dental insurance ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Diana Larson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 better 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 clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $32k-40k yearly est. 7d ago
  • Entry Level Insurance Representative

    R.I.S.E. Financial

    Finance representative job in Great Falls, MT

    Job Description Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find fulfillment in making a real difference in others' lives while striving for personal success and have a proven track record of achieving your goals, this is the role for you. At R.I.S.E Financial, we are looking for individuals who embody resilience and growth, and who are passionate about helping their community thrive. Our team believes in helping employees reach new heights while supporting businesses and individuals with the right health solutions. Your efforts will directly contribute to something much bigger than just your own success. If you're passionate about making an impact and achieving great things in the process, this role is an ideal fit. What We Offer: A Purpose-Driven Role: Your work will directly contribute to the well-being of businesses and individuals, providing the satisfaction of knowing you're making an impact every day. Growth & Development: We invest in your professional development and provide all the tools, training, and support you need to reach your personal and career goals. Collaborative Environment: Thrive in a team-oriented space where collaboration, accountability, and resilience lead to collective success. About Us: At R.I.S.E Financial, we are more than just a businesswe're a force for good in our communities, offering supplemental health insurance solutions designed to make a difference. Our core values are centered around growth, support, and service, and we believe our employees are the key to our success. If you're driven, passionate about helping others, and committed to achieving success, we want you on our team! Position Overview: As an Entry-Level Insurance Sales Representative at R.I.S.E Financial, you will play a crucial role in expanding our reach by introducing businesses to our valuable supplemental health insurance products. This role is designed for individuals who are eager to begin their sales career, learn from an experienced team, and most importantly, embrace the autonomy to shape their own success. You will be responsible for identifying new business opportunities, building meaningful relationships, and customizing solutions that meet clients' needs. With our supportive environment, you will be equipped with the training, guidance, and resources to grow and achieve your professional goals. Key Responsibilities: Identify and engage with potential business clients who would benefit from supplemental health insurance products. Build strong relationships with decision-makers by understanding their needs and presenting tailored solutions that effectively communicate the value of our products while addressing their pain points. Collaborate with a growth-focused team, actively participating in sales meetings, training, and team-building events, while consistently meeting and exceeding both individual and team sales goals. Qualifications: You should have over 4 years of professional experience (post-high school) with a proven history of consistently achieving goals and delivering results. Exceptional communication, interpersonal, and relationship-building skills. A strong desire to learn, grow, and improve, coupled with resilience, determination, and the ability to stay focused in a fast-paced, sales-driven environment. A passion for helping others and making a lasting impact on businesses and communities. Benefits: Competitive weekly draw pay with commission and bonuses from day one. Quarterly and annual incentives including cash bonuses, trips, and stock options. Short sales cycle, typically less than 3 business days, meaning quicker results and rewards. CRM and training provided, with licensing reimbursement for state fees. Supportive, inclusive, and growth-focused team environment. Job Details: Job Type: Full-Time Pay: $65,000 $85,000 per year (with commissions and bonuses) Schedule: Monday to Friday (weekends as needed) Location: In-person, business-to-business environment Apply Today: Join R.I.S.E Financial and take your first step toward a rewarding career in sales! We are excited to help you rise to your potential! To learn more about us, visit our website: *****************************************
    $65k yearly 17d ago
  • Private Banker

    Bravera Careers

    Finance representative job in Billings, MT

    Bravera Bank is hiring for a Private Banker at Billings, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. POSITION PURPOSE: The Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. Also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on increasing existing customer relationships, MEASURES OF SUCCESS: Develops collaborative partnerships with team members, Wealth and Insurance to best serve clients. Executes strategies to build and foster relationships with clients through proactive outreach and follow up, improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc. Contributes to the bank's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. DUTIES & RESPONSIBILITIES: Assists in the design, development and delivery of solutions that meet the customer's balance sheet management needs while providing expert service and highly personalized interaction. Ensure that active top clients are being identified and actively communicated with Day to day duties and responsibilities may differ from banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers and customer's needs. Connects customers across all lines of business of Bravera Build effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. (10-30%) New Business Development- Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace Independently write and present professional quality proposals and respond to formal requests for proposals. (30-50%) Retention and Maintenance of Existing Customers- Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives. Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas. Ensure understanding and compliance with all Bank regulations, policies and procedures. (30-50%) Collaboration with Insurance, Wealth and Digital - Provide information to internal partners to further enhance the customer experience. Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs. Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs ADDITIONAL RESPONSIBILITIES: Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific customer issues and queries, and assistance with operational processes. Performs sales and service support activities to meet customer needs and maintain overall service levels. Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior customer service. Negotiates appropriate and profitable pricing using discretion where required to build a portfolio. Develops rapport and instills confidence with the customer to develop credibility and earn their trust. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. SUPERVISORY RESPONSIBILITIES: None. QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES): Experience using strong business acumen to work with high income/high net worth clients and complex business relationships Well networked in respective market or willingness to develop the network Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration In-depth knowledge of Personal and Commercial credit and non-credit products In-depth sales and customer service skills In-depth business development skills with successful track record Strong knowledge of Private Wealth products and services Ability to lead in-depth planning conversations Expert relationship management skills Experience: Education: Secondary education in Business, Finance, or a related field preferred 5+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Prefer 3-5 years Retail or Business Banking experience; 1-2 years digital banking experience; 1-2 years of business development experience or a combination of Location Billings, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
    $23k-34k yearly est. 40d ago
  • Private Client Banker - Billings Heights - Billings, MT - Rocky Mountains

    JPMC

    Finance representative job in Billings, MT

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $23k-34k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    True Path Financial

    Finance representative job in Kalispell, MT

    Job Description Embark on a fulfilling career dedicated to helping individuals and families achieve long-term financial well-being. In this role, you will guide clients through pivotal life stages-planning for education, navigating major expenses such as mortgages and healthcare, and preparing for a secure and confident retirement. Whether you are launching a new career, expanding an existing practice, or beginning your professional journey, we provide robust training, tailored support, and a comprehensive suite of financial solutions to position you for success. As a Financial Advisor, you will have the opportunity to cultivate lasting client relationships, enjoy the autonomy of an independent practice, and benefit from significant earning potential-all while making a meaningful impact on clients' lives as they move through both significant milestones and life's more challenging moments. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: Bachelor's Degree or equivalent in work experience. Excellent communication and relationship-building skills. Integrity and Strong Work Ethic. Business-Minded Spirit. Confidence and Resilience. Competitive Advantages: Extensive professional development, training, and mentoring programs. Industry leader with excellent financial strength and impeccable integrity. Innovative market development tools. State-of-the-art financial analysis software. Flexibility to balance career and personal needs. Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc., TC134244(0623)1 Recruiting Purposes Only. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Compensation Package: Commission pay Ability to Commute: Kalispell, MT 59901 (Preferred) Ability to Relocate: Kalispell, MT 59901: Relocate before starting work (Preferred) Work Location: Hybrid remote in Kalispell, MT 59901 About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $33k-59k yearly est. 10d ago
  • Patient Financial Advisor

    Logan h Ealth

    Finance representative job in Kalispell, MT

    At Logan Health, we're more than just a healthcare provider-we're a community. Nestled in the heart of Montana, we are committed to delivering exceptional care to our patients while fostering a supportive and collaborative work environment for our team. As a member of Logan Health, you'll be part of a dynamic team that values compassion, innovation, and excellence. We offer opportunities for growth, comprehensive benefits, and a chance to make a meaningful impact in the lives of those we serve. Come join us and experience the Logan Health difference, where your passion meets purpose in a place, you'll be proud to call home. Our Mission: Quality, compassionate care for all. Our Vision: Reimagine health care through connection, service and innovation. Our Core Values: Be Kind | Trust and Be Trusted | Work Together | Strive for Excellence. Join the Patient Financial Advising Team! Location: Logan Health Medical Center - Kalispell, Montana Shift: Day Shift - 8 Hours | Full-Time - 40 Hours Are you passionate about making a meaningful impact in healthcare and helping patients navigate their financial journey? At Logan Health, we are seeking an enthusiastic and compassionate Patient Financial Advisor to join our team. In this dynamic role, you will be the go-to expert for patients and their families, guiding them through financial responsibilities and presenting various payment options with empathy and clarity. You will play a vital role in connecting patients with resources, including assisting with Financial Assistance applications and partnering with pharmaceutical companies to secure grants and financial aid. Your commitment to providing exceptional support will help our patients focus on their health and well-being, driving our mission to deliver outstanding care. Key Responsibilities: Conduct bedside interviews with patients to explain financial responsibilities and document all interactions. Process Financial Assistance applications according to policies and guidelines. Collect payments at the point of service, set up payment plans, and update the Accounts Receivable system. Assist patients with pharmaceutical assistance programs following established procedures. Review provider and chemotherapy schedules, monitor insurance claims, and coordinate follow-up with billing. Evaluate chemotherapy protocols to determine insurance coverage and patient responsibility. Collaborate with clinical staff for pre-authorization or other financial needs impacting scheduled services. Meet with patients to address financial questions and coordinate with relevant departments. Maintain communication deadlines and work toward team goals. Provide a welcoming, caring, and service-oriented patient experience. Maintain consistent attendance as scheduled. Basic Qualifications: 1+ years of experience with basic accounting principles and mathematical computations including percentages required. Proficient with technology; including proficiency in Microsoft Office Suite, with intermediate knowledge of Microsoft Excel, including data entry, formulas, and basic functions. Ability to effectively and clearly convey financial information, concepts, and programs to various audiences. Preferred Qualifications: Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities. Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines. Excellent verbal and written communication skills. Possess the ability to learn other software as needed. Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set conflicting priorities. Commitment to working in a team environment and maintaining confidentiality. Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. --- Qualifications: Proficient with computers including Microsoft Office and spreadsheets required. Possess the ability to learn other software as needed. Proficient with basic accounting principles and mathematical computations including percentages required. Perform ten key by touch preferred. Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred. Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines. Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently. Commitment to working in a team environment and maintaining confidentiality as needed. Excellent verbal and written communication skills including the ability to communicate effectively with various audiences. Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. Job Specific Duties: Performs bedside interviews with patients as applicable to assigned area(s) and per department protocol. Explains financial responsibilities, options and and documents all patient interactions in notes. Reviews and processes Financial Assistance applications and administers program in accordance with documented policies and practices. Performs Point of Service Collections (POS). Denotes any agreed upon payment arrangements and posts deposits collected into the Accounts Receivable (A/R) system. Assists patients with potential pharmaceutical assistance programs in conjunction with policies and procedures. Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations, which may have an effect on, scheduled services. Meets with patients to discuss questions regarding the financial portion of the patient's care. Coordinates with other departments as applicable. Screens patients for potential third party payment assistance and connects patient with appropriate resources. Obtains certification as Market Place associate each year prior to open enrollment. Assists patients in navigating The Market Place website and explaining various insurance choices. Adheres to communication deadlines and strives to attain goals. Supports and models a welcoming, caring and service oriented experience. Assists in navigating The Market Place during open enrollment periods and provides patients with estimated out-of-pocket charges for specific services being rendered. The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position. Maintains regular and consistent attendance as scheduled by department leadership. Shift: Day Shift - 8 Hours (United States of America) Location: Logan Health Medical Center - Kalispell, Montana Shift: Day Shift - 8 Hours | Full-Time - 40 Hours We are committed to creating a supportive, team-driven environment where your skills can flourish. Our organization operates 24/7, offering flexibility in your schedule while empowering you to be a part of something bigger-improving healthcare outcomes for all. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed. Notice of Pre-Employment Screening Requirements If you receive a job offer, please note all offers are contingent upon passing a pre-employment screening, which includes: Criminal background check Reference checks Drug Screening Health and Immunizations Screening Physical Demand Review/Screening Equal Opportunity Employer Logan Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability or any other basis protected by applicable law. If you require accommodation to complete the application, testing or interview process, please notify Human Resources.
    $33k-59k yearly est. Auto-Apply 52d ago
  • Pepsi Presales Rep. - Polson MT

    Admiral Beverage Corporation 4.2company rating

    Finance representative job in Kalispell, MT

    Admiral Beverage believes in investing in its people, business partners, and communities, to continually grow and offer the best products and services in the region. With the strength of a large company combined with a small-town, friendly, family-driven mindset; we are here to grow with you. Admiral offers: competitive wages, a full-scale benefit program including health, dental, and vision coverage, 401(k) and retirement programs, paid leave and holidays, and much, much more! Current Admiral Beverage Employees (excluding Contractors): Please apply via your internal Workday Account. Admiral Beverage believes in investing in its people, business partners, and communities, to continually grow and offer the best products and services in the region. With the strength of a large company combined with a small-town, friendly, family-driven mindset; we are here to grow with you. Admiral offers: competitive wages, a full-scale benefit program including health, dental, and vision coverage, 401(k) and retirement programs, paid leave and holidays, and much, much more! Let us invest in you.Job Description Primary Location: Kalispell, Montana Presales Representative: Sells beverage products to retail and whole sale food stores and grocers regularly, and solicits new business from prospective customers. Provides excellent customer service to store owners and customers. Effectively resolves complaints or grievances. Candidates must demonstrate a high level of accuracy, ability to work without direct supervision, and leadership skills. This position requires a valid driver's license. Must be able to lift up to 70 pounds. Travels through assigned territory to call on regular and prospective customers to solicit orders and new business, prepare sells contracts and interfaces with customers on location or by phone. Solicits new business by conducting business reviews, demonstrating products and services, using samples, marketing resources, and emphasizes salable features and benefits to customer. Quotes prices and credit terms and prepares sales contracts for orders obtained. Arranges products according to prearranged plan or own ideas approved by management. Places price and descriptive signs on backdrop, fixtures, merchandise, or floor. Transfers product from customer stock room to floor displays in order to comply with "Sell By" dates, maximize product in store and minimize product in stock room. Order product for assigned accounts in accordance with established procedures to ensure no out of stocks conditions. Originates display ideas or follows suggestions or schedule of Sales Manager. Constructs or assembles display aids from company provided Point of Sale (POS) materials. Estimates and coordinates date of product delivery and empty shell pickups, based on knowledge of own firm's production and delivery schedules. Prepares reports of business transactions and keeps expense accounts. Wears and utilizes appropriated company safety equipment. Wears Company provided uniform and presents a professional and well-groomed image to customers and the market place. Other duties may be assigned by the immediate supervisor or other supervisor at any time. Hourly base + commission, Pay DOE. The noise level in the work environment is usually moderate, and occasionally exposed to outside weather conditions. Reliable. Caring. Committed. If this sounds like you, you'll fit right in. APPLY NOW! Follow us on social and learn more @ About | Pepsi-Cola Western Montana Admiral Beverage is a drug-free workplace and requires a background check to begin employment. We want to know how you heard about us! Be sure to select an option when you fill out your application- Employee Referral or one of the Job Boards!
    $28k-34k yearly est. Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Sandra Goode-Long-State Farm Agent

    Finance representative job in Kalispell, MT

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative for Sandra Goode-Long Insurance Agency Inc, 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.
    $33k-41k yearly est. 20d ago
  • PT-Teller/Personal Banker

    Citizens Alliance Bank Careers 3.7company rating

    Finance representative job in Philipsburg, MT

    This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 7. Services all retail and business deposit accounts, while promoting and selling additional products and services. 8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 15. Maintain complete confidentiality regarding sensitive customer and proprietary information. 16. Must be able to remain in a standing or stationary position 50% of the time. 17. Must occasionally lift 30 pounds. 18. All employees are expected to exemplify and follow our core values. 19. Regular attendance and punctuality when reporting to work. 20. Travel for trade and industry schools and seminars as needed. 21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 23. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: - High School diploma or GED, Etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
    $27k-31k yearly est. 36d ago

Learn more about finance representative jobs

How much does a finance representative earn in Missoula, MT?

The average finance representative in Missoula, MT earns between $18,000 and $37,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Missoula, MT

$26,000
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