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Empire Growth Partners/Northwestern Mutual
Finance representative job in Indianapolis, IN
FinancialRepresentative - Indianapolis, IN
As business owners, FinancialRepresentatives at Northwestern Mutual Indianapolis, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a FinancialRepresentative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representativesin 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, SIE, Series 6, Series 63, CFP , and more
NM-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
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
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.
1 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.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
$34k-66k yearly est. 60d+ ago
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Full Time Registered Rep (retirement planning)
Jurs Insurance and Financial Services Inc.
Finance representative job in Carmel, IN
Job DescriptionDescription:
Jurs Insurance and Financial Services, Inc., a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise infinancial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
We are looking for the right candidate to work within our two separate locations (Carmel and Greenfield) Qualified candidates must possess a desire to serve others, have a minimum of 3 years of experience in the Financial Services industry, and be willing to work primarily around these locations and a home office.
As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include:
Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
Exhibit expertise infinancial markets, sound business judgment, and unwavering integrity to prioritize clients' best interests at every opportunity.
Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations
Perks for Financial Services Representative
• The first year's compensation is expected to range between $60,000-$140,000 (including base, commission, and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, medical, dental, vision, supplemental insurance stipend, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to (4) large books of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Requirements:
Qualifications
Minimum of 3 years of experience as a Financial Services Representative.
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
Eagerness to learn and grow with the financial services industry
Requirements
Bachelor's degree preferred.
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
*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.
$60k-140k yearly 15d ago
Future Positions
Reveal Risk
Finance representative job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
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$57k-103k yearly est. 23d ago
Financial Data Strategy Advisor
Miso 3.3
Finance representative job in Carmel, IN
Key Responsibilities:
Lead initiatives to improve financial tools and reporting processes.
Develop and maintain financial models and perform sensitivity analysis.
Create and implement strategies for report inventory and adoption of BI tools.
Collaborate across service lines to ensure alignment with enterprise data standards.
Translate complex data into clear, actionable insights and visualizations.
What we are looking for:
Expertise in BI tools (Tableau, Power BI, Alteryx) and financial modeling.
Strong skills in data principles, process improvement, and presenting to leadership.
Preferred: Experience with Oracle EPM, Microsoft Power Platform, Azure/Fabric, and energy industry knowledge.
Why Join Us?
At MISO, you'll work on high-impact projects that transform how we use financial data. If you thrive on collaboration, innovation, and making data meaningful, we want to hear from you.
Appropriate level will be determined based upon experience and knowledge.
The base salary compensation range being offered for this role is $116,000-132,000 USD annually. Base salary range for this position is included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, and qualifications/experience.
Position is also eligible for an annual bonus if individual performance and company objectives are met. At MISO we offer a comprehensive benefits package, including 401k, vacation, sick and safe time, available on your first day of employment.
MISO, What We Do
MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day.
#LI-AD1
#LI-ONSITE
$116k-132k yearly 5d ago
Inbound Financial Sales Representative
Group1001Wd
Finance representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
First line of client facing contacts on incoming calls, Phone Sales and Support
Provides product and illustration sales support
Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
Generate illustrations and webinars from the incoming calls
Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
Resolves client concerns
Responds to voicemail/email requests
Fulfills literature requests
Participates in team meetings and training programs
Identifies client situation and present options available
Maintains integrity of broker database
Demonstrates knowledge of Delaware Life's products
Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
Productively work together and collaborate with other home office departments
Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
Bachelor's degree or equivalent experience
At least 2 years of sales, marketing, or customer service experience in the financial services industry
Strong knowledge of annuity, insurance or investment products preferred
Active State Life and Health licenses preferred or obtain within 45 days of hire
Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
Working knowledge of office automation tools; experience with contact management tools a plus
Organizational, communication (verbal and written)
Problem solving, mathematical, statistical, and analytical
Strong interpersonal, telephone and presentation skills
Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-LG1
$57k-82k yearly est. Auto-Apply 4d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance representative job in Indianapolis, IN
**_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
Private Client Banker - County Line South - Indianapolis, IN
Jpmorganchase 4.8
Finance representative job in Indianapolis, IN
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 infinancial 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: **************************************************************************
$40k-85k yearly est. Auto-Apply 3d ago
Financial Services Representative
Worldacceptance
Finance representative job in Muncie, IN
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-18 hourly Auto-Apply 18d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance representative job in Indianapolis, IN
Job Description
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
$30k-48k yearly est. 24d ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall-State Farm Agent
Finance representative job in Indianapolis, IN
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client baseno cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, wed love to hear from you!
$30k-48k yearly est. 30d ago
Private Client Banker - Keystone at the Crossing - Indianapolis, IN - Indy Northwest
JPMC
Finance representative job in Indianapolis, IN
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 infinancial 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: **************************************************************************
$34k-68k yearly est. Auto-Apply 60d+ ago
Private Banker
Angott Search Group
Finance representative job in Carmel, IN
Angott Search Group is proud to partner with a $9 billion, relationship-driven regional bank in the search for an experienced Private Banker to join their growing wealth and commercial banking team.
This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and stability of a premier Midwestern institution.
Key Responsibilities:
Develop and manage relationships with high-net-worth clients and business owners
Deliver tailored banking, credit, and wealth management solutions
Partner with internal experts across lending, investments, and deposits to meet client needs
Proactively identify opportunities to deepen client relationships and attract new business
Qualifications:
5+ years of experience in private, commercial, or relationship banking
Strong credit acumen and financial advisory skills
Proven success in business development and client relationship management
Bachelor's degree in Business, Finance, or related field preferred
$34k-68k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance representative job in Carmel, IN
College FinancialRepresentativesin the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 17d ago
Private Client Banker - County Line South - Indianapolis, IN
Jpmorgan Chase Bank, N.A 4.8
Finance representative job in Indianapolis, IN
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 infinancial 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: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$40k-85k yearly est. 2d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance representative job in Indianapolis, IN
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
$30k-48k yearly est. 60d+ ago
Accounting and Financial Reporting Intern
Group1001 4.1
Finance representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
We are seeking an enthusiastic intern to join us for a 12-week program. This person will work with the Life & Annuity Accounting and Financial Reporting team on various workstreams related to the monthly closing of the Company's general ledger, quarterly financial reporting requirements, and other ad-hoc reporting tasks and projects. This position will also have opportunities to work cross-functionally with the other accounting and finance teams to gain further insight into the Life & Annuity accounting functions at Group 1001. The internship will run from May 18 to August 7, 2026.
How You'll Contribute:
* Coordination of updating monthly close calendar, both day to day tracking and rolling forward of calendar for upcoming months.
* Assist with monitoring the monthly close process through updating various reports and queries, including the balance sheet and income statement.
* Preparation of monthly journal entries, including tax entries and equity pick-up.
* Rolling forward and updating of various financial reporting templates, including quarterly and annual footnotes and audited financial statements using Workiva.
* Assist in the preparation of the second quarter financial statements using Sovos Stat Reporting Client.
What We're Looking For:
* Undergraduate students completing their sophomore or junior year are preferred.
* Major in Accounting or Finance.
* Availability to work full-time hours over the summer.
* Detail oriented with strong focus on quality of deliverables.
* Ability to prioritize and meet deadlines.
* Ability to work independently and with a team.
* Strong written and communication skills.
* Ability to establish positive relationships and work effectively with any department.
* Familiarity with Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint)
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-ES1
$30k-39k yearly est. Auto-Apply 15d ago
New Build Private Client Banker - Whitestown - Whitestown, IN - Indy Northwest
JPMC
Finance representative job in Zionsville, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
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 inFinancial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$34k-67k yearly est. Auto-Apply 10d ago
Multi-Site Financial Services Representative
Worldacceptance
Finance representative job in Indianapolis, IN
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Multi-Site Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Job DescriptionDescription:
Are you driven by a highly competitive compensation structure, while serving your community and helping others? Is securing your financial independence and inspiring others to do the same important to you?
Are you a competitive person who loves to win?
Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service.
This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'!
1st year: $65000 - $85,000
3rd year: $85,000 - $125,000
5th year: $150+k+
Requirements:
As an Agent Team Member, you will receive...
Simple IRA 401K Salary plus commission/bonus
Health benefits Paid time off (vacation and personal/sick days)
Flexible hours
Comprehensive on-the-job training
Get paid to learn
Base plus commission plan
Growth potential/Opportunity for advancement within my agency
RESPONSIBILITIES:
Prospect, acquire, service and develop existing and new financial service business
QUALIFICATIONS:
Must be willing, or already have obtained your IN Life & Health Insurance License.
Licensing for new Industry hires will be paid for
Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times
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.
$30k-48k yearly est. 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Carmel, IN
College FinancialRepresentativesin the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance representative earn in Muncie, IN?
The average finance representative in Muncie, IN earns between $26,000 and $93,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Muncie, IN