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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. 4d ago
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Associate Personal Banker (SAFE) - Havre
Wells Fargo 4.6
Finance representative job in Montana
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
*
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
135 3rd AveHAVRE, MT 59501
Posting End Date:
17 Nov 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$25k-29k yearly est. 7d ago
Representative 3
Western Digital 4.4
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 and WD_BLACK 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+ 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.
\#LI-VV1
**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. 4d ago
Insurance Representative
Wmmhc 3.5
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
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 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
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 financialrepresentative 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 FinancialRepresentatives 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 FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$41k-70k yearly est. Auto-Apply 19d ago
Advisor, Finance Operations
Cardinal Health 4.4
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_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Insurance Account Representative - State Farm Agent Team Member
Leo McCarthy-State Farm Agent
Finance representative job in Butte-Silver Bow, MT
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Paid time off
ROLE DESCRIPTION: As as a licensed property and casualty office team member 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.
$33k-40k yearly est. 25d ago
Entry Level Insurance Representative
R.I.S.E. Financial
Finance representative job in Bozeman, 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 13d 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. 15d 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. 4d ago
Appointment Representative - Full Time
Billings Clinic 4.5
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)
req11250
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.
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$30k-34k yearly est. 5d 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. 24d ago
Insurance Account Representative
Yellowstone Surgery Center
Finance representative job in Billings, MT
Insurance Account Representative
Supervisor: Patient Account Manager
Supervises: N/A
Mission and Values:
In the performance of one's job, the employee reflects the mission, vision, and values by participating in the provision of convenient, cost-effective, and quality surgical care.
Values: Confidentiality
Quality
Teamwork
Trust
Respect
JOB SUMMARY:
Responsible for accounts receivable, insurance verification and pre-certification, insurance follow-up, contacting patients/responsible parties for insurance questions or coverage concerns, and other accounting and reporting functions as assigned.
Duties and responsibilities:
Obtains insurance information and demographics to verify the patient's insurance eligibility and benefit coverage before admission to the facility
Contacts patients with out-of-network insurance and/or limited benefit policies before admission to the facility to discuss options for payment
Contact insurance companies for appropriate pre-authorization/pre-determination on all necessary pain procedures before the patient's admission to the facility
Ensures that pre-authorization has been obtained from the physician's offices for all surgical procedures.
Communicates with patients before their scheduled procedure, if an insurance company has denied pre-authorization or if pre-authorization was not able to be obtained, and ensures appropriate paperwork is completed and signed by the patient
Receives and responds to all patient and insurance company inquiries concerning billing, deductibles, co-insurance, copayments, etc.
Ensures that all procedures that are scheduled at the facility are payable and that the reimbursement is greater than the costs associated with performing the procedure(s). Reviewing the cost vs. reimbursement with the Patient Account Manager
Verifies patient's insurance cards that are scanned at check-in daily
Processes all initial and secondary insurance billing to the appropriate payers promptly after charges are posted to a patient's account
Actively follow up with all outstanding insurance claims for timely payment as per the facility's contracts with the payers
Prepares adjustment and insurance refund sheets every month for review and approval by the Patient Account Manager
Ensures that all appropriate documentation is entered into the SIS operating system and Papervision for future reference
Assists the Patient Account Manager with updating business office manuals as necessary
Works closely with all other positions in the business office, the Coders, Patient Access Specialists, physicians, and their offices
Adheres to all company policies and procedures
Participates in the Surgery Center's Quality Improvement Program activities, including identification of opportunities for cost reductions and efficiencies
Attends all center meetings and educational opportunities. Attends continuing education opportunities when available
Maintains patient confidentiality at all times
Prioritizes job responsibilities and demonstrates flexibility to meet the needs of the Surgery Center and to facilitate optimum quality of patient care
Performs efficiently in emergencies
Other duties as assigned by the Patient Account Manager
Physical Requirements:
While performing the duties of this job, the employee is regularly required to sit while using the computer and phone, use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is frequently required to walk. The employee is occasionally required to climb, balance, stoop, or crawl. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
Normal hospital environment with exposure to chemical odors, cleaning solvents, and other hazardous materials
Exposure to possible injury when working with electrical equipment and lasers, which requires care and following proper safety procedures
Sedentary Primarily sitting/lifting 10 lbs maximum
Light X Lifting 20 lbs maximum with frequent lifting/carrying up to 10 lbs
Medium Lifting 50 lbs maximum with frequent lifting/carrying up to 20 lbs
Heavy Lifting 100 lbs maximum with frequent lifting/carrying up to 50 lbs
Very Heavy Lifting over 100 lbs with frequent lifting/carrying up to 50 lbs
BLOODBORNE PATHOGENS:
Based on the OSHA guidelines for protection against occupational exposure to Hepatitis and HIV, this position is described as Category I. This means that this position has exposure to blood and body fluids. Policies are in place for Universal Precautions identifying exposure risks and appropriate barrier protection.
The above is intended to describe the general contract and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
Qualifications
Education, Experience, Licensure/Certification requirements:
Minimum High School diploma or equivalent
Minimum of two years related experience with patient accounts, billing/collections experience, preferably in a health care setting
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
Entry Level or Experienced
Whether you are starting a new career, growing an established practice, or taking the first step in your professional journey, we offer comprehensive training, personalized mentorship, and a broad range of financial solutions designed to help you succeed. In this role, you will partner with clients at key moments in their lives-supporting education planning, managing major financial decisions such as homeownership and healthcare, and building strategies for long-term financial security and retirement.
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. 15d ago
Insurance Representative
Hess Insurance Agency
Finance representative job in Columbus, MT
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
Joining Hess Insurance Agency as a Insurance Representative means becoming an essential part of a growing and customer-focused insurance agency. Your initiative, people skills, and ability to connect with customers will help strengthen our presence in the community. This position is ideal for someone who enjoys uncovering customer needs, presenting thoughtful insurance solutions, and working toward clear sales objectives.
This opportunity allows you to pair strong communication with a results-driven approach while building meaningful relationships with customers. Youll expand your professional skills while supporting the agencys long-term success. Were looking for motivated individuals who are ready to contribute and grow within our agency.
RESPONSIBILITIES:
Seek out and develop new business through lead generation and referrals.
Explain insurance options in a clear and supportive way, recommending coverage that fits customer needs.
Build lasting customer relationships with consistent outreach and personalized service.
Keep records accurate and up to date while managing policy adjustments.
QUALIFICATIONS:
Strong interpersonal and communication skills.
Previous experience in sales or customer service is helpful.
Driven by goals and energized by achieving measurable success.
Able to stay organized and handle multiple responsibilities effectively.
$28k-33k yearly est. 23d 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. 7d ago
Financial Clearance Specialist
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 Financial Clearance team!
Location: Logan Health Hematology & Oncology - Kalispell, MT
Schedule: Day Shift - 8 Hours | Full Time - 40 Hours
Are you detail-oriented, great with numbers, and passionate about helping people navigate the world of healthcare insurance? As a Financial Clearance Specialist at Logan Health, you'll play a key role in ensuring our patients have a smooth experience by verifying insurance, estimating patient costs, and supporting our clinic teams in providing exceptional care.
What You'll Do:
Verify insurance eligibility, benefits, and patient liability to prevent denials or penalties.
Accurately document insurance and payment information to optimize reimbursement and avoid write-offs.
Maintain up-to-date knowledge of insurance plans, contract requirements, and best practices for insurance verification.
Confirm and secure benefits coverage with insurance companies and employers; ensure demographic data is correct.
Cross-reference Medicare accounts and coordinate benefit statuses as needed.
Determine and process pre-certification or referral requirements per protocol.
Communicate with providers regarding out-of-network barriers and document accordingly.
Estimate and collect patient liability prior to service, following cash management policies.
Maximize collection of co-pays and other balances per department protocol.
Review and resolve accounts on hold to ensure timely billing.
Partner with the Authorization team to obtain payer authorizations and referrals.
Ensure compliance with HIPAA and all insurance process regulations.
Continue developing your skills to keep up with changes in insurance and reimbursement rules.
Maintain regular and consistent attendance as scheduled by department leadership.
What We're Looking For:
Basic Qualifications:
2+ years of experience in registration, financial clearance, or patient financial services, with strong healthcare insurance knowledge.
Excellent understanding of insurance coverage, benefit verification, and reimbursement rules.
Strong math and analytical skills.
Proficiency with Microsoft Office Suite and the ability to learn new software.
Required Skills:
Highly organized, detail-oriented, and able to set priorities.
Excellent verbal and written communication skills; comfortable interacting with a variety of audiences.
Strong interpersonal skills with professionalism, tact, and diplomacy.
Critical thinker; works well independently and as part of a team.
Commitment to confidentiality and team collaboration.
Preferred Qualifications:
Associate's or Bachelor's degree.
Experience with managed care coverage, reimbursement, medical terminology, and medical coding.
Background in medical office or hospital setting.
Why Logan Health?
Be part of a supportive, experienced team that values your expertise and growth.
Help patients navigate complex healthcare insurance with compassion and accuracy.
Enjoy opportunities for professional development in a collaborative environment.
Live and work in beautiful Bigfork, Montana - where community and natural beauty go hand in hand.
Ready to make a difference as a Financial Clearance Specialist?
If you're passionate about helping others and want to bring your accuracy, communication, and insurance skills to a team that values you, we'd love to meet you. Apply today and join Logan Health - where your expertise helps our community thrive.
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Qualifications:
Minimum of two (2) years' work experience in registration, financial clearance or patient financial services with strong working knowledge of healthcare insurance and benefit programs required. Associate's or Bachelor's degree preferred.
Excellent knowledge of applicable rules and guidelines governing traditional insurance coverage and reimbursement required.
Strong math and analytic skills required.
Possess and maintain computer skills to include working knowledge of Microsoft Office Suite required. Possess ability to learn other software as needed.
Strong working knowledge of applicable rules, regulations and guidelines governing managed care coverage and reimbursement preferred.
Background knowledge and understanding in medical terminology and medical coding preferred.
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:
Obtains reports needed to begin insurance verification processes that are outside of Meditech Worklists.
Confirms eligibility and secures full benefits coverage information with insurance companies and employers. Confirms demographic information is correct and assures coordination of benefits (COBs) and insurance plan codes are accurate.
Verifies Medicare accounts, cross-referencing traditional Medicare and other providers as required. Determines number of prior Medicare days and reviews system to determine appropriate status. Notifies the physician office if the admit status needs to be changed.
Verifies insurance coverage for inpatient and outpatient accounts per department protocol.
Determines pre-certification or referral requirements per department protocol.
Communicates with provider regarding out of network barriers and documents accordingly.
Calculates, communicates, and collects the patient liability prior to service. Conducts all transactions consistent with cash management policies and procedures.
Maximizes collection of money by estimating patient liabilities and requesting collection of co-payments and other personal balances per department protocol.
Assures accounts are distinguished and handled appropriately per department protocol. Furnishes needed documentation to the appropriate stakeholders in order to obtain approval.
Reviews, follows up, and rectifies accounts held due to claim edits to ensure timely submission for billing.
Partners with Authorization team members to obtain authorization and referrals from payer. Completes documentation as required for coordination of care and patient account management.
Maintains compliance with HIPAA regulations as it pertains to the insurance process.
Develops and maintains knowledge and skills to identify insurance plans correctly in the system, understands contract requirements and maintains accurate insurance information.
Maintains professional development to remain up-to-date on insurance rules, regulations and changes within the industry.
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 Hematology & Oncology - Kalispell, MT
Schedule: Day Shift - 8 Hours | Full Time - 40 Hours
Logan Health operates 24 hours per day, seven days per week. 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.
$25k-37k yearly est. Auto-Apply 36d ago
Financial Aid Specialist
Blackfeet Community College 3.0
Finance representative job in Browning, MT
Job Description
Department
Enrollment Services-Financial Aid Office
Personnel Definition
Classified Position, Regular Full-Time
Term of Employment
12 months/year, 26 pay periods
FLSA
Non-exempt
Supervision Received
The levels of supervision received (chain of command) are:
● Financial Aid Director
● Vice President for Academic Affairs
● President
Supervision Exercised
None
General Statement of Duties
Incumbent is under the general direction of the Financial Aid Director and is responsible for assisting the student in a wide range of information, concerns, problems, and instructions related to the Financial Aid area that students encounter while entering and attending college, in maintaining office procedures in accordance to Federal rules and regulations and in supporting and maintenance the filing system for all phases of financial aid, student records, programs and documentation in the Financial Aid Department to accomplish the department and BFCC goals and objectives in accordance with the established BFCC standards and procedures.
Specific Area of Duties
● Excellent communication skills, both oral and written;
● Excellent interpersonal skills,
● Ability to work accurately and pay close attention to details;
● Ability to apply critical thinking skills; ability to perform multiple tasks with frequent interruptions,
● Ability to analyze data, forecast, and plan,
● Work under pressure, solve problems, accept and implement change.
● Advise and assist students with financial aid applications and other issues and concerns as they arise;
● Coordinate and work with students and parents on the FAFSA, inform students of missing information, and educate students on other financial aid programs, but are not limited to: Federal Pell Grant, Federal Student Loans, State, local, and institutional scholarships.
● Maintain scholarship listings on the computer and on the bulletin board; provide the most current data available to students; and aid students in uploading photos and documents, brochures, and in scanning and emailing such material, in relation to the scholarship requirements. Work with the BFCC Media Specialist on marketing items and updates to scholarships, emails, FAFSA, disbursement dates, etc.
● Collect and process documentation required for verification of a student's financial aid application in accordance with federal regulations.
● Conduct financial aid informational presentations to special groups as needed.
● Assist with reporting by collecting data for annual reports.
● Keep a daily log of activities.
● Assist in the management of the student's financial aid file;
● Assist in updating financial aid forms, when needed;
● Computer data entry and other related duties as assigned;
● Maintain proper records retention policy and documentation of Financial Aid records and storage;
● Attend training workshops and conferences to learn and stay current on financial aid regulations and processing.
● Work overtime, weekends, evenings during peak processing seasons;
● Perform other duties as assigned by the Financial Aid Director
Qualifications
Associate degree required in Business, Accounting, Information Systems, Education, or a closely related field.
Minimum of two (2) years of experience working in:
● Financial Aid
● Student Services
● Higher Education Administration
● Veterans Services
● Or a comparable regulatory or compliance-based office.
Demonstrated experience working with complex procedures, regulations, and confidential student records.
Ability to interpret and apply federal financial aid regulations, including but not limited to:
● FAFSA processing
● FERPA compliance
● Title IV programs
Strong customer service experience assisting students and their families.
Proficiency in computer systems, including student information systems, databases, and Microsoft Office (Word, Excel, Outlook) and Google Systems (Gmail, Docs, Sheets).
Position requires a successful background investigation.
Knowledge, Skills & Abilities Required
Knowledge Required:
● PowerFAids/Jenzabar Program knowledge and training are required. However, if the incumbent lacks this knowledge, training will be provided.
● Proficient in computer knowledge.
● Extensive knowledge of all financial aid programs, rules and regulations, BFCC policies and procedures, and accounting principles.
Skills Required:
● Extensive customer service experience.
● Strong writing and verbal communication skills.
● Human relations and presentation skills required.
● Detail-oriented with planning skills.
● Keyboarding and a functional knowledge of word processing, spreadsheets, data entry, and database management.
● Mathematical skills to make calculations and reconcile records.
● Good problem-solving skills.
● Computer skills (data entry, document imaging, and word processing) required.
● Excellent organizational skills.
Abilities Required:
● Ability to maintain accurate records and convey complex technical information to students, staff, and the public.
● Ability to operate electronic, photocopier, or other standard office machines.
● Ability to maintain complex filing systems and records.
● Ability to work independently and as a team member, use judgment and discretion, prioritize work and meet deadlines, and be accurate and attentive to details.
Complexity
This position requires extensive knowledge of the principles, techniques, and ethics, particularly in working with Native Americans and in Adult and Higher Education.
Personal Contacts
Has contact with BFCC personnel in all departments, students, community, and state and federal programs staff, and other related entities and persons that are necessary to contact to conduct the day-to-day business operations of the Financial Aid Department.
Physical Demands
Work is performed in a typical office environment. Duties require extensive use of computers and office equipment. The noise level in the work environment is usually quiet. Typical office work demands apply; walking, standing, and desk sitting are required. Some lifting will be required (i.e., books, office equipment, and other miscellaneous materials).
Guidelines
This position will be guided by:
● Position Description
● Employee Contract
● BFCC Policies and Procedures Manual
● BFCC Catalog
● All applicable tribal, federal, and special policies, laws, rules, and regulations applied.
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
What are the biggest employers of Finance Representatives in Missoula, MT?
The biggest employers of Finance Representatives in Missoula, MT are: