Sales Representative - Overnight Travel Required
Finance service representative job in Peoria, IL
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Customer Service Representative
Finance service representative job in Peoria, IL
Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community.
Responsibilities
Handle Inquiries: Respond to customer questions and provide detailed information about our products and services.
Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner.
Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions.
Provide Support: Assist customers with enrollment processes and
guide them through our energy solutions.
Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions.
Qualifications
Educational Background: High school diploma/GED required; a degree in a related field is preferred.
Experience: Previous experience in customer service or a related field is beneficial.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members.
Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues.
Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
Customer Service Representative (Hiring Immediately)
Finance service representative job in Peoria, IL
Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Responsibilities
Handle Inquiries: Respond to customer questions and provide detailed information about our products and services.
Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner.
Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions.
Provide Support: Assist customers with enrollment processes and
guide them through our energy solutions.
Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions.
Qualifications
Educational Background: High school diploma/GED required; a degree in a related field is preferred.
Experience: Previous experience in customer service or a related field is beneficial.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members.
Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues.
Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. xevrcyc Join us and make a positive impact on the environment while helping your community.
Customer Service Representative - Spot Buys
Finance service representative job in Peoria, IL
Job Description
WHO ARE WE: BlackHawk Industrial provides you with the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
SUMMARY: The Customer Service Representative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer Service Representative communicates and coordinates with suppliers and Account Managers, while providing quality customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coach's associate's consistent with Core Behaviors
Responsible for promoting culture of safety
Respond appropriately and promptly to all customers and Account Manager incoming communications.
Analyze and assess customer needs completely and accurately with efficiency.
Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines.
Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase materials to fill customer orders.
Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders.
Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue.
Develop a detailed working knowledge of Blackhawk policies, procedures and practices.
Maintain a deep understanding of the BHID systems (including P21, OS ticket, CribMaster, Autocrib, etc.), suppliers' systems/websites and usage of those systems.
Perform all work in accordance with the company prescribed ISO processes and procedures utilizing appropriate company systems.
Perform other duties as assigned
Perform work in accordance with ISO processes and procedures
QUALIFICATIONS:
Excellent written and verbal communications skills utilizing phone, email and instant message.
Excellent critical thinking skills to analyze and solve problems.
Diligent and detail oriented.
Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines.
Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user.
Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.)
Experience in industrial field, B2B sales and/customer service.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility.
EDUCATION and/or EXPERIENCE:
High school diploma or equivalent required.
Minimum of 1 year's previous experience in customer service or inside sales preferred.
Experience in cutting tools, abrasives and MRO areas preferred.
Experience with Microsoft office suite required.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employees are required to use computers and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Wrist rest for keyboard and mouse pad
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
Customer Service Representative
Finance service representative job in Peoria, IL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Candidate Responsibilities:
The candidate will be a key member of the media management team. This job function will enable our dealers, customers and internal personnel to order or download marketing and product support media. This position will be responsible for ensuring the accurate loading of marketing and product support media to the Caterpillar Media Management Center (CMIC). This will require providing training, correcting errors in records, collaborating with the media team, media owners and print supplier. This candidate will need to generate reports, conduct internal audits, provide media numbers to media owners add new users to systems and generate communications announcing new media twice a month. The vision of this position is to understand the foundational components of media management to prepare for a more advanced role on the team. As the candidate develops in this role, they will be involved in setting strategy and processes to assist in the transformation for expanded digital deliveries. Candidates must be proactive and forward thinking and be able to work in a team environment. A key ability is being able to follow standard processes with an attention to detail to ensure enterprise compliance.
Qualifications
REQUIRED:
• Associate's Degree Minimum of five years work experience HIGHLY DESIRED: Four year university degree
Enable internal processes to allow for timely and accurate delivery of media via various delivery methods. Provide accurate data and reports, to deliver innovative solutions.
• Our first line of support to our global business partners for all media related inquires.
Typical Day:
• A typical day in this role will vary based on priorities of our dealers, suppliers, management and business partners. The ultimate goal is to ensure we have provided the right media, in the appropriate language in the desired format to our dealers to enable customer success.
Technical Skills:
Proficient in MS Office products (Excel, Word, etc) Basic understanding of database functionality Intermediate knowledge of various file structures (i.e., PDF, JPEG, GIF, etc) HIGHLY DESIRED: Knowledge of Caterpillar product line
Soft Skills:
Highly organized Self starter Analytical Detail oriented Quick learner Team player Flexibility/Adaptability
Additional Information
To know more about the position, please contact:
Jeff Demaala
************
Customer Service Representative
Finance service representative job in Bloomington, IL
Excellent opportunity for an experienced Customer Service Representative who has compassion for those needing help, who takes professional satisfaction in supporting co-workers, and who thrives in an environment that involves a variety of tasks. Our Bloomington IL. location seeks a full-time Customer Service Representative. Position may require some weekend and evening hours.
Responsibilities
Deliver exceptional customer service by adhering to Chestnut's behavioral standards and promoting its culture of service excellence.
Greet customers, provide directions, answer phone calls, and route calls appropriately.
Conduct patient interviews in person or by phone to collect demographic, financial, and other necessary information for billing and payer plan establishment.
Assist patients with fee-related inquiries, collect financial information, and copy identification and insurance cards to establish service fees.
Maintain knowledge of Chestnut's emergency procedures, monitor lobby/building occupancy, ensure client and visitor safety, and complete Incident Reports as needed.
Schedule appointments based on medical needs, gather medical concern information, determine need for nurse triage per red flag protocols, and coordinate triage when necessary.
Check patients in and out following department protocols.
Review EMR for follow-up appointments, update necessary information, and ensure completion of mandatory documentation, including consents, disclosures, and patient signatures.
Verify payer eligibility through approved websites/software for each appointment and update the EMR accordingly.
Receive and record payments according to prescribed procedures.
Scan and attach documents to the patient EMR and provide backup to medical records staff.
Participate in team, staff, QI, and development meetings, applying gained knowledge as appropriate.
Operate office equipment, including copiers, printers, scanners, and fax machines.
Maintain a clean, organized, and orderly work area.
Collaborate with team members, providing backup support as needed.
Promote the recovery model by demonstrating respect and courtesy to create a safe, welcoming environment.
Promote Chestnut's culture of customer service excellence through the adherence to Chestnut's behavioral standards for customer service.
Maintain and protect confidentiality and security of all organizational information gained in the course of performing job responsibilities including but not limited to, financial and client/patient information.
Perform other duties as assigned.
Qualifications
High school diploma or equivalent. Strong customer service background. Excellent telephone skills. Knowledge of insurance policies and experience using an electronic health record with scheduling software desired. General knowledge of standard office procedures and use of office equipment. Good interpersonal and organizational skills, attention to detail, and discretion in handling confidential information. Demonstrated ability to communicate clearly and professionally with a diverse population. Ability to manage multiple tasks. Basic keyboarding skills. Experience using MS products. Ability to commute among locations to perform assigned duties. Valid driver's license, private auto insurance. Must be insurable.
Are you intrigued by this job but don't meet every single requirement? Research shows that women and people of color are less likely to apply for jobs when that's the case. Chestnut is committed to building a diverse, inclusive, and authentic workplace. If you're excited about any of our posted positions but your experience doesn't line up perfectly, please apply anyway! You might be just the right candidate for another role. We'd love to explore the possibilities with you!
EOE - Minorities/Females/Veterans/Disabled. Chestnut welcomes applications from qualified individuals with recovery experience.
The anticipated starting pay for new hires for this position is between $16.00 - $17.00 an hour. There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity.
check out our benefits here!
Auto-ApplyRelationship Banker | East Peoria
Finance service representative job in East Peoria, IL
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
* Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
* Identify customer needs and offer solutions through the bank's products and services.
* Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
* Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
* Promote and cross-sell bank products.
* Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
* Open and manage a variety of accounts.
* Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
* Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
* Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
* Process transactions with a high degree of accuracy.
* Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
* Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
* Maintain confidentiality of customer information and ensure compliance with privacy regulations.
* Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
* Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
* Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
* Strong sales and customer service skills
* Strong oral and written communication skills
* Basic math and accounting functions
Ability to:
* Accurately count money
* Perform duties and make decisions under frequent time pressures
* Stand for extended periods of time
* Lift 50 pounds
Education and Training:
* Requires a High School diploma.
* Requires previous banking and/or sales experience.
* Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
* Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $16-$19/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyCustomer Service Representative
Finance service representative job in Bloomington, IL
North America's Largest Franchised Lawn Care Company continues their successful growth and now is the perfect time for you to join our Amazing Team. Together with the greatest products, service, and employees in the world, we will continue to be America's choice when it comes to selecting a Lawn Care Professional. Come to work with your passionate enthusiastic attitude, and you'll experience the thrill of being a part of a winning team and you'll be rewarded with many opportunities for personal growth!
As we continue to grow, Weed Man offers various part-time and full-time employment opportunities. We are currently looking for our next great Customer Service Representative to join our successful team. As a customer service professional, you will interact with customers by phone to answer questions, resolve concerns, verify customer information, and make sales. You may also be responsible for other related administrative duties.
As an associate of Weed Man you will enjoy:
Ability to work independently as part of a team
Competitive Salary and Bonus Program
Varying Benefit Packages
Industry and Company Training
Advancement Opportunities
Financial Representative Entry Level
Finance service representative job in Peoria, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Small Business Banker
Finance service representative job in Peoria, IL
Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function.
Key Accountabilities:
Develops and maintains high quality loan portfolio.
Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities.
Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles.
Solicits new small business clients for loans and/or deposit accounts.
Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients.
Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products.
Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required.
Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients.
Participates in community activities to increase the Bank's visibility and enhance new business opportunities.
Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type.
Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Has a strong commitment and dedication to internal and external customer service.
Requirements
Position Requirements:
Excellent time management and organizational skills
Ability to handle multiple tasks within tight time frames
Excellent attention to detail
Strong customer service skills
Strong verbal, written, and interpersonal communication skills
Proficiency with Microsoft Office software
2-3 years of commercial lending experience preferred
Benefits & Perks:
We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.
Salary Description $21- $26
Financial Services Representative
Finance service representative job in Peru, IL
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: $16- $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.
Auto-ApplyMember Services Rep Part Time Morning
Finance service representative job in Peru, IL
Job DescriptionPosition: Monday:8-2pm Friday:6-2pm Saturday& Sunday:5:30AM-1230pm Member Services Rep - Part Time - Morning We are searching for a motivated Member Services Representative to join our team! BILINGUAL English/Spanish are encouraged to apply! As a member of our staff, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests, ensuring an exceptional Judgement Free member experience!
Some of your responsibilities will include:
Customer Service/Front Desk Activities:
Greet members and guests providing exceptional customer service making everyone feel comfortable and welcome.
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members in, tour and sign up new members, log amenities and communicate updates and events to members and guests.
Respond to member questions and concerns in a timely and professional manner.
Conduct beverage or merchandise purchases on the point to sale system.
Utilize POS system to assist with new membership cards, change of address and billing or payment questions.
Club Cleanliness and Maintenance:
Go above and beyond to keep the front desk area and lobby clean and orderly.
Regular facility cleaning and upkeep such as mopping up spills under equipment, trash removal, cleaning windows and mirrors, and re-racking weights.
Regular cleaning of all exercise equipment and tanning beds.
Regular restroom and wet area cleaning and stocking.
Qualifications & Requirements:
Applicants for an overnight position must submit to a 7-year criminal background check within the first week of hire. Continued employment will be based on satisfactory outcome of the background check.
Exceptional customer service skills; ability to interact in a positive and professional way with members and co-workers, exceeding the members expectations.
Prior Customer Service experience preferred
Must be 18 years of age or older.
High School diploma/GED equivalent required.
Upbeat, positive and professional attitude
Punctuality and reliability are a must.
Obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency.
Physical Demands/Requirements:
Walk and stand, for prolonged periods of time; to frequently stoop, bend, kneel, crouch, crawl, climb, reach, twist, grasp, and make repetitive hand motion.
Occasionally lift, carry, push, and/or pull moderate amount of weight (up to 50lbs).
Ability to talk continually in person or on the phone during shift.
Maintain physical ability to administer CPR in the event of medical emergency.
Ability to see in normal visual range with or without correction.
Ability to hear in the normal audio range with or without correction.
Why you should join Planet Fitness?
Contribute to changing peoples lives every day by helping us create a healthier Planet!
Work alongside an amazing group of talented, dynamic professionals!
Want more reasons?
Medical, Dental, Vision Insurance
PTO Paid Time Off
Free Black Card Membership
401(K) and Roth Retirement Savings Plans
Healthcare and Dependent Care Flexible Spending Accounts
STD, LTD, Term Life Insurance and other benefits
Note: We participate in E-Verify for all Utah locations.
Financial Representative Entry Level
Finance service representative job in Lincoln, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Central Illinois!
At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.
Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you.
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Card Member Services Representative I-1
Finance service representative job in Peoria, IL
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Handles tier two member inquiries over the phone and via eForm for CEFCU's Insured Money Market Account (IMMA) and three Checking programs: Checking, Dividend Checking, and Second Chance Checking. Directs and manages tier two member service functions for CEFCU's card programs: Credit Card, Debit Card, and Gift Card. Prioritizes member security while reporting account fraud and dispute notifications to the Card Risk/Accounting team in accordance with Regulation E. Utilizes the Debit Card Approval System (DBT) to perform ATM and/or Purchase Limit increases while making proper judgement calls for exceptions needed outside of the automated decisioning system. Evaluates and responds to transaction denials, merchant declines/referrals, and payment posting errors using multiple third party processing systems. Performs related account maintenance on Host, card processor, network, and check vendor systems. Maintains a proper knowledge level of CEFCU products and services received through multiple delivery channels.
Hours: Monday - Friday 8:00 a.m. - 4:30 p.m.
Required:
High school diploma or equivalent.
Ability to learn Excel, Word, Outlook, CEFCU Mainframe applications and apply at a proficient level within 10 week training period.
Ability to learn vendor applications and apply at a proficient level within 10 week training period.
Ability to resolve conflict, think critically, and respond appropriately to members in heightened emotional states.
Preferred:
Prior experience in technical environment.
Experience in Card Services Department or a thorough, commensurate knowledge of department functions, procedures, policies, and associated Checking and card programs.
Good writing skills and proven ability to manage complex projects within deadlines.
Knowledge of Regulation D, E, Z and CC, credit/debit and Electronic Funds Transfer (EFT) network rules and regulations, and Electronic Funds Transfer Act (EFTA)/Uniform Commercial Code (UCC) laws.
Applicable college business courses (Accounting, Business Math, Business Finance, Law Business Communications, Economics and basic Credit or related classes).
Summary Pay Range
The pay range for this position is $18.11 - $21.28.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
Auto-ApplyMember Service Representative
Finance service representative job in Bloomington, IL
The Member Service Representative (MSR) plays a crucial role in ensuring our members receive exceptional service and support at Illinois State Credit Union. The primary responsibilities of this role include assisting members with various credit union transactions, addressing account-related inquiries, and promoting ISCU products and services that meet members' needs.
Key Responsibilities:
Member Assistance: Provide courteous, professional, and efficient service to all members, ensuring their needs are met promptly and accurately.
Transaction Processing: Handle all basic credit union transactions, such as deposits, withdrawals, transfers, and loan payments, while ensuring adherence to ISCU policies and procedures.
Account Inquiries: Respond to member questions regarding account balances, transaction history, and other basic account information.
Product and Service Promotion: Proactively offer ISCU products and services that may benefit the members, ensuring they are informed of all available options.
Online Banking Support: Assist members with the setup and navigation of online banking, including bill pay and remote deposit capture services. Troubleshoot and resolve any related issues.
Document Management: Scan, attach, and manage documents following ISCU procedures to ensure accurate and secure record-keeping.
Policy Adherence: Follow all credit union policies, procedures, and the Member Bill of Rights to maintain high standards of service and compliance.
Requirements
Qualifications:
High school diploma or equivalent; some college coursework preferred.
Previous experience in customer service or financial services is highly desirable.
Strong communication and interpersonal skills, with a focus on delivering excellent member service.
Basic understanding of financial products and services.
Proficiency in using computer systems, including online banking platforms and document management software.
Ability to work in a fast-paced environment and handle multiple tasks efficiently.
Strong attention to detail and accuracy.
Salary Description $17-$18.50
Dental Insurance Provider Network Representative (AZ or NV)
Finance service representative job in Lincoln, IL
Ameritas is seeking a Dental Insurance Provider Network Representative to drive network growth and persistency results through personal efforts at a state level. This position champions all network development recruitment projects in a specified region as assigned by the Director-Provider Networks and management team in various territories. The role is responsible for working within team performance metrics and assigned budgets. The position also partners with the Ameritas sales force at a regional level, to develop a mutual understanding of how group sales relates to provider network development.
This is a remote position to be located in either Nevada or Arizona and does not require regular in-office presence. The candidate must be located in one of the listed states and will cover a territory of Western and Southwestern states. This role will require up to 80% travel.
What you do
* The PNR (Provider Network Rep) is responsible for recruitment projects assigned by Director-Provider Networks and manager in various areas of the nation utilizing such methods as researching competitor data, developing recruitment call strategies, maintaining and posting reports, ensuring consistency through contact management leads, preparing fee increase requests, and obtaining policyholder names and approvals.
* The PNR works with the management team to improve his/her skills in recruitment methods and successes through utilizing PSS techniques, monthly coaching tips provided by the manager, recruitment ride-alongs, and through customized coaching plans and proficiency checklists identified and developed by the manager to specifically deliver increased recruitment project and overall job performance successes.
* This position assists the Sr. PNR or manager in the implementation of provider recruitment events and dental conventions in assigned recruitment project areas as necessary.
* The incumbent will be responsible for on-site reviews in their territories within the specified service standards timeframe, including scheduling and conducting office visits and educating the dental staff on Ameritas quality assurance standards. The position ensures that re-onsite follow up compliance is completed in assigned areas via phone calls, or in-office visits if necessary, and provides compliance status reports to the management team.
* This position maintains provider networks to overall persistency levels set by the company by conducting periodic "PR" calls and contacts with key providers as well as attempting to retain potentially- terminating providers in assigned areas.
* This position maintains Salesforce.com for each assigned recruitment project within specified deadlines.
* The PNR partners with the group sales reps and new STEP reps in their assigned project areas as well as local territories to offer "ride alongs" on recruiting calls and onsite visits.
* The PNR partners with the management team on a semi-annual basis to best determine key account service needs.
* The PNR will be available for enrollment and broker meeting participation, on an as needed basis
* The PNR partners with Provider Relations in the provider contracting process; in researching provider inquiries; in identifying and creating Best Practices; and providing an overall seamless level of customer service to the provider network.
* This position attends PNR team and national team meetings as required.
What you bring
* A four-year Bachelor's degree or equivalent combination of education and work experience is required.
* Proven results in individual production as demonstrated by consistently meeting or exceeding goals.
* Ability to manage multiple priorities through effective time management, organizational and decision making skills.
* Professional presentation and conduct at individual, managerial and corporate levels required.
* Comprehensive understanding of provider contracts
* Detailed dental product and plan design knowledge is essential
* Strong technical and computer skills are a must with advanced proficiencies in Word, Excel, PowerPoint, proficiency in Microsoft Teams, Internet applications, Salesforce and competitor analysis tools such as Network360.
* Completion of and certification in of Professional Selling Skills, PTS, Selling in A Competitive World is necessary
* Demonstrated ability in interpersonal and human relations skills, including verbal, written, communication and presentation skills
* A strong commitment to excellent customer service, as demonstrated by consistently meeting deadlines and effective relationship-building with customers, team members, management and internal staff.
* Travel is necessary and may require up to 80% travel in order to provide field recruitment, on-site provider visits, industry events, and sales presentations
* This role is continually challenged to develop provider networks in a competitive managed care marketplace. Network development needs change and increase on a continuous level, requiring the PNR to be adaptive and responsive to quick shifts in business plans. Because of the multiple customers with whom this position builds relationships, the incumbent must be able to work in high-stress periods, with an innate ability to work independently. Adherence to deadlines and procedures is vital to the efficacy and accuracy required of this position. Assigned projects and goals are used as motivation and disciplinary action is employed for not meeting such standards.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Competitive Pay
For your time:
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
For your health and well-being:
* Health Benefits: Medical, Dental, Vision
* Health Savings Account (HSA) with employer contribution
* Well-being programs with financial rewards
* Employee assistance program (EAP)
For your professional growth:
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
For your community:
* Matching donations program
* Paid volunteer time- 8 hours per month
For your family:
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy and adoption assistance
* Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Farmington, IL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Life & health insurance license (must be able to obtain).
Client Service Representative
Finance service representative job in Peoria, IL
Seeking a dynamic professional for our sales development position eager to contribute to our company's expansion. Essential skills include effective persuasion to transform potential customer leads into qualified prospects. The ideal candidate will excel in prospecting on social platforms and initiating meaningful connections. Previous customer service or sales experience is preferred, along with strong negotiation abilities and a penchant for engaging with individuals both over the phone and in face-to-face interactions. If you are enthusiastic about launching a career in sales, we encourage you to apply today!
Responsibilities
Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets
Qualifications
Customer Service Experience: Previous customer service experience is highly desired
Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
Educational Background: High school diploma required, bachelor's degree preferred
Sales Process Knowledge: Understanding the sales process and how to enter information into
client databases desired
Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
Client Service Representative (Hiring Immediately)
Finance service representative job in Peoria, IL
Seeking a dynamic professional for our sales development position eager to contribute to our company's expansion. Essential skills include effective persuasion to transform potential customer leads into qualified prospects. The ideal candidate will excel in prospecting on social platforms and initiating meaningful connections. Previous customer service or sales experience is preferred, along with strong negotiation abilities and a penchant for engaging with individuals both over the phone and in face-to-face interactions. If you are enthusiastic about launching a career in sales, we encourage you to apply today!
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Responsibilities
Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets
Qualifications
Customer Service Experience: Previous customer service experience is highly desired
Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
Educational Background: High school diploma required, bachelor's degree preferred
Sales Process Knowledge: Understanding the sales process and how to enter information into
client databases desired
Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. xevrcyc Join us and make a positive impact on the environment while helping your community.
Financial Representative Entry Level
Finance service representative job in Bloomington, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.