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Guardian Life jobs in Boston, MA - 146 jobs

  • Business Resource Center, Advanced Planning Consultant

    Guardian Life 4.4company rating

    Guardian Life job in Boston, MA

    The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses + Work closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space. Additional Responsibilities Include: + Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior presentations skills in all areas of advanced planning. + Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. + Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities. + Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer. + Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies + Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE) + Superior verbal, written and presentations skills + Superior analytical and research skills + The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines Leadership Qualities: + Analytical and Critical Thinking + Ability to positively influence + Adapt to change + Collaborate Well with Others + Customer Focus + Demonstrate Initiative and Proactivity + Accountable for Results + Information Seeking + Respect for Diversity + Self-Assurance **Salary Range:** $116,350.00 - $191,155.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.
    $116.4k-191.2k yearly 60d+ ago
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  • Manager, BenTech Support & Solutioning

    Guardian Life 4.4company rating

    Guardian Life job in Boston, MA

    Our Digital team is seeking a Manager, BenTech Support & Solutioning, who will lead a dynamic team of API Solution Leads and BenTech Partner Support Leads. This leader will be responsible for shaping the strategy of partner integrations and maturing the support model for our benefits technology ecosystem. The ideal candidate has leadership experience, deep knowledge of Benefits Technology, and a commitment to continuous improvement and customer excellence. This is an exciting time to join Guardian as we accelerate our digital capabilities across product, experience, benefits administration, and broker technology. Our goal is to cement our market leading position and innovate using technology to capitalize on new market opportunities. This is a unique opportunity to shape the future of Group Benefits and deliver meaningful change for our customers and partners You Will: Manage, mentor, and develop a team of API Solution Leads and BenTech Partner Support Leads, fostering a culture of collaboration, learning, and high performance Foster a collaborative, customer-centric, and innovative team culture Provide coaching and guidance to support professional growth Build our broader API and integration strategy, aligning business objectives and market opportunities Champion the API strategy across the organization, aligning business and technology objectives Act as a liaison between technology, business leadership, and external partners, ensuring alignment and clear communication Ensure timely and effective resolution of partner and client issues related to integrations, platform functionality, and technical troubleshooting Oversee the documentation and tracking of customer interactions, ensuring SLAs are met and recurring issues are addressed Escalate complex issues appropriately and drive long-term solutions in partnership with Product and Development teams Mature our business model, engage with business leaders and partners to identify opportunities, resolve issues, and advance integration capabilities Represent the organization's interests in industry forums and among carrier and BenTech partners Monitor adoption, consumption metrics, and user feedback to identify improvements and ensure solutions remain best in class You Have: Bachelor's degree or equivalent work experience. 5+ years of experience in benefits technology, SaaS, or related fields, with at least 3 years in a leadership or management role Proven experience managing and delivering complex, multi-year programs across business and IT Strong technical acumen, with deep understanding of APIs, EDI workflows, and data integrations Excellent problem-solving, communication, and stakeholder management skills Customer-centric mindset, with a passion for delivering exceptional service Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities Experience with benefits administration, HR platforms, or payroll systems is a plus Reporting Relationship: As a Manager, BenTech Support & Solutioning, you will report to the Sr. Product Manager, Head of Benefits Technology Strategy Location: The work arrangement for this position will be hybrid (3+ days per week in a local Guardian Office). Salary Range: $103,450.00 - $169,960.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *************. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $103.5k-170k yearly Auto-Apply 32d ago
  • Head of Strategic Expense Initiatives & Capabilities

    Massmutual 4.3company rating

    Boston, MA job

    Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies - including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands on execution of deliverables. Ensure proper attribution of results with fact based analysis guiding insights and decision support. The Impact The position is expected to: Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking) Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts - ongoing reporting & validation Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.) Establish unit cost transparency on ‘run the business' spend - prioritizing technology and operations areas and ongoing reporting Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration. Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast (validate growth and savings vs. avoidance) Pioneer innovation capabilities: Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.) Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s) Stand‑up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations) Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives and Board of Directors Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's or Bachelor's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming client projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference. Prior management consulting experience is also a preference. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr
    $78k-120k yearly est. 5d ago
  • Head of Expense Strategy & AI Analytics

    Massmutual 4.3company rating

    Boston, MA job

    A leading financial services provider is seeking a Head of Strategic Expense Initiatives. This role involves leading expense management initiatives, pioneering innovations, and working collaboratively across departments. The ideal candidate should have over 10 years of experience in finance, strong analytical skills, and an advanced understanding of expense management in a complex organization, preferably with an MBA or CPA designation. #J-18808-Ljbffr
    $83k-106k yearly est. 5d ago
  • Wealth Management Enterprise Architect: Cloud & Data Strategy

    Massmutual 4.3company rating

    Boston, MA job

    A financial services company is seeking an experienced Enterprise Architect to bridge technology and business strategy. This role involves developing technology strategies and working collaboratively with various teams to deliver data-driven systems. The ideal candidate will have significant experience in IT architecture and proficiency in Cloud platforms, particularly AWS. You will also engage in technical evaluations, publish design standards, and influence stakeholders to deliver innovative solutions. #J-18808-Ljbffr
    $104k-131k yearly est. 1d ago
  • Head of Worksite Partnerships & Growth Strategy

    Massmutual 4.3company rating

    Boston, MA job

    A leading financial services company located in Boston, Massachusetts is seeking a Head of Partnership Strategy. This role is essential for developing and delivering strategies to drive business scale in the Worksite industry. Ideal candidates have over 10 years of experience in the Worksite industry and strong financial analysis skills. A dynamic and collaborative culture is integral to our operations. #J-18808-Ljbffr
    $102k-129k yearly est. 2d ago
  • Senior Leader, Liability ALM Strategy & Analytics

    Massmutual 4.3company rating

    Boston, MA job

    A leading financial services company in Boston is seeking a Head of Liability ALM Strategy to lead their insurance products ALM strategy. The ideal candidate will have extensive actuarial experience, strong leadership skills, and a deep understanding of financial modeling and risk management. This role includes collaboration across teams and presenting insights to senior management. Compensation is competitive, and the company fosters an inclusive employment culture. #J-18808-Ljbffr
    $110k-136k yearly est. 1d ago
  • Organization Readiness Delivery Lead, Group Insurance

    Guardian Life 4.4company rating

    Guardian Life job in Boston, MA

    As the Organization Readiness Delivery Lead, you will support the Group Benefits Transformation strategy for the organization's transformation initiatives. You will collaborate closely with the Program Management Office, portfolio program leads, and cross-functional Group Benefits partners as required. The Group Benefits Portfolio will enable our organization to provide more efficient and improved customer service as well as new growth opportunities and modernization efforts which in turn will help us realize our financials goals. You are responsible for supporting change management for key, cross-functional initiatives and assisting business areas with improving change adoption including assisting with communication strategies and rollout, influencing adoption and change resiliency, supporting training and resource development, and partnering with change champions. This role is critical in supporting business readiness for various initiatives, enabling the development of key resources, awareness, and adoption across impacted teams. Supporting transparent communication, program monitoring, and collaboration with collaborators and business partners to drive accountability are key deliverables. You will * Engage collaborators and partners to support and implement detailed action plans, enabling the execution of initiatives and change adoption * Support organization readiness for Group Benefits-wide projects across workstreams and functional areas by contributing to the delivery of consistent messaging and communication, training and documentation, and enablement for customer-facing initiatives * Apply strategic frameworks to identify issues and solve problems structurally and creatively * Develop concise and engaging presentations for leadership team updates * Work collaboratively with team members across Guardian * Identify training opportunities and contribute to the development of training programs * Provide business SME support for training, documentation, and communication design and impact assessments * Act as a liaison with all internal Group Benefits departments to ensure end-to-end process success, provide subject matter expertise, and develop recommendations to improve change adoption and execution on initiative deliverables * Coordinate, plan, and deliver results optimally through proficient change management and project management skills * Facilitate engagement: communicate and market programs to drive engagement and adoption You have * Bachelor's degree or equivalent work experience * 3+ years of experience in insurance, preferred * Experience delivering on complex projects or timelines and can work in a highly ambiguous and fast-paced environment * Great teammate with proven ability to cultivate and coordinate working relationships within a matrixed environment with a positive attitude * Strong written and verbal communication skills and consensus building skills, along with active listening skills * Ability to build trust with business partners and communicate a vision - "tell the story" * Strong business insight and ability to become familiar with a wide array of business processes * Able to effectively interact with various levels of an organization, including both technical and non-technical business areas * Previous experience with change management preferred * Ability to share and improve innovation, efficiency, and execution Location This is a hybrid on-site position requiring 3 days a week in a Guardian office. Salary Range: $82,770.00 - $135,975.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *************. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $82.8k-136k yearly Auto-Apply 27d ago
  • Head of Worksite Partnership Development

    Massmutual 4.3company rating

    Boston, MA job

    The Opportunity We are seeking a dynamic Head of Partnership Strategy to join our Worksite Leadership team. This role is pivotal in leading efforts for developing, evaluating, and delivering a strategy to build new distribution, product and acquisition options across the Worksite industry to drive scale for the business. The Leadership Team Our team consists of diverse roles all working to create industry-leading Worksite capabilities. Key competencies include adaptability, creativity, and a strong commitment to continuous improvement. Each day we come to work willing to laugh and have fun! Driven by a passion for growth and development, our culture is agile, collaborative, and encourages curiosity and innovation every day. The Impact The Head of Partnership Strategy will play a critical role in growing the Worksite organization. Build framework and criteria for evaluating opportunities for product or distribution partners outside of traditional selling relationships and channels. Lead the creation and execution of a strategic roadmap for new partnership opportunities Solicit and collaborate with key stakeholders in the Worksite industry to identify potential distribution, product or acquisition opportunities Evaluate and make recommendations to leadership team and organization including cost/benefit, organizational and operational impacts and other financial considerations Collaborate closely with internal stakeholders, including Worksite senior leadership, Product, Distribution, Legal, Corporate Development, and Finance to align partnership strategies with business goals Lead implementation, design and/or execution of strategic partnerships and continuously monitor progress. May own on-going relationships with strategic partners as needed Onboard new partnerships, ensuring alignment with processes, operations, and technology. Monitor industry trends, competitive landscape and emerging opportunities to inform strategic decisions The Minimum Qualifications 10+ years of progressive experience in Worksite industry with strong industry relationships with carriers, distributors and consultants Deep understanding of worksite benefits products, distribution models and market dynamics Strong financial analysis skills along with proficiency in market research and business case development Effective communication skills including presenting to senior leaders both internally and externally Demonstrated ability to develop and execute complex strategic initiatives with measurable outcomes Strong interpersonal and influencing skills Ideal Qualifications 8+ years in leadership position(s) focused on strategic partnerships and/or strategic business development What to Expect as Part of MassMutual and the Team Regular meetings with Learning and Development and Worksite Leaders Focused one-on-one meetings with your manager Opportunity to travel to global relationships to support training needs Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr
    $109k-138k yearly est. 2d ago
  • Core Sales Representative

    Unum Group 4.4company rating

    Boston, MA job

    When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: + Award-winning culture + Inclusion and diversity as a priority + Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability + Generous PTO (including paid time to volunteer!) + Up to 9.5% 401(k) employer contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All the benefits listed above are subject to the terms of their individual Plans_** **.** And that's just the beginning... With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! **General Summary:** The Unum Sales Representative is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Sales Representative is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Sales Representative is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment. This role is remote eligible, with preference for candidates based in or willing to relocate to Birmingham, AL. Existing remote employees and field-based employees are eligible to apply. **Principal Duties and Responsibilities** + Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service. + Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines. + Identify and procure new customer sales opportunities in partnership with brokers in territory + Execute on the annual renewal strategy in support of office renewal goals. + Manage the inforce block of business to build new/integrated sales opportunities with existing clients + Manage a high volume quote/sales activity territory with primary focus on small to mid-sized employers + Represent both Group, Dental/Vision and Voluntary products in the local market + Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers. + Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business. + Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance. + Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges. **Job Specifications** + Bachelors degree required + Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements) + Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services + Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player + Superior interpersonal, communication and presentation skills + Ability to quickly analyze, adapt, incorporate and apply new information and concepts + Strength in applying accurate logic and common sense in making decisions + Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities + Excellent time management, organization and project management abilities + Ability to aggregate a variety of statistical data and draw accurate conclusions + Demonstrate a willingness to experiment with new ideas, within acceptable boundaries + Full understanding of underwriting and risk concepts. + Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment + Ability to travel \#LI-FF1 -IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. Annual Draw $65,000 - $90,000 This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year. Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum
    $65k-90k yearly 7d ago
  • Insurance Onsite Relationship Specialist 93031

    New York Life 4.5company rating

    Bridgewater, MA job

    Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization. What You'll Do * Provide administrative and operational support to the Managing Partner and management team * Collaborates with the onsite Service Leader to ensure efficient operations * Act as a point of contact for agents, addressing their inquiries promptly and professionally * Greet and welcome visitors * Answer and direct phone inquiries * Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards * Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines * Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.) * Manage resource assignments for new agents, ensuring their onboarding experience is smooth * Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates What You'll Bring The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization. Required Skills: * Ideal candidate should have experience in a customer service and/or office administration * Excellent written and verbal communication skills * Strong computer skills with proficiency in the Microsoft Office Suite * Associates, or bachelor's degree preferred, but not required Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful. Shift Information This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $42,500-$60,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93031
    $42.5k-60k yearly 38d ago
  • Underwriting Consultant

    Unum Group 4.4company rating

    Boston, MA job

    When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: + Award-winning culture + Inclusion and diversity as a priority + Performance Based Incentive Plans + Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability + Generous PTO (including paid time to volunteer!) + Up to 9.5% 401(k) employer contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All the benefits listed above are subject to the terms of their individual Plans_** **.** And that's just the beginning... With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! **General Summary:** The Underwriting Consultant will demonstrate expert risk evaluation, selection and retention of profitable business within assigned authority limits. This also requires a strong ability to partner with Company sales teams, brokers and all internal partners. This role may also assist with the training, technical development and mentoring of other underwriters. Additionally, the incumbent will lead and influence others in the organization to support change and drive profitable results. **Principal Duties and Responsibilities** + Consult with sales and service partners to provide the products and plan options that best meet the needs of our customers. + Evaluate and select risk to ensure the profitable acquisition of new cases and the continued profitable retention of in force cases. + Conduct high quality risk assessments on all cases to assure business guidelines, target profit and metrics are met. Identify and analyze risk trends, making recommendations for addressing these + Contribute to the development of policies and procedures in support of product development initiatives. + Demonstrate a mastery of the Company's product portfolio, the sales, implementation, and enrollment processes, and market place influences + Deliver dependable, accurate, and timely service while maintaining relationships with internal and external partners + Act as a technical resource for junior underwriters and provide developmental feedback on case level decisions within the context of a mentoring relationship + Act as a mentor and coach, providing input to management regarding mentee performance **Job Specifications** + Bachelors degree or equivalent, relevant business experience + Demonstrated, consistent proficiency at Senior Underwriter level + Mastery of product provisions, plan designs, pricing and contractual benefits + Excellent technical expertise in risk selection + Demonstrated strong understanding of top-line and bottom-line objectives + Exhibit complete understanding of sales/distribution process and market trends + Strong mentoring and coaching skills + Strong creative problem solving skills + Strong critical thinking/analytical reasoning skills + Excellent communication skills, both verbal and written + Strong organizational skills and ability to handle multiple priorities + Highly skilled in persuasiveness and negotiation + Demonstrated ability to work both independently and in a team environment + Exhibit a strong commitment to quality and personal ownership of results \#LI-JQ1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $63,500.00-$120,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum
    $63.5k-120k yearly 60d+ ago
  • Finance Tech Solution Architect FP&A & Actuarial

    Massmutual 4.3company rating

    Boston, MA job

    A leading financial services organization in Boston is seeking an experienced Solution Architect to drive technology strategy within their Finance Technology Team. This role is vital in shaping financial solutions and integrating actuarial models with a focus on advanced technology. The ideal candidate will have a strong background in FP&A, solution architecture, and team leadership. This position offers an opportunity to work closely with executive stakeholders in a collaborative environment, making a significant impact on business outcomes. #J-18808-Ljbffr
    $102k-133k yearly est. 1d ago
  • SAP Finance Systems Director - S/4HANA Transformation

    Massmutual 4.3company rating

    Boston, MA job

    A leading financial services organization in Massachusetts seeks a Financial Systems Director to oversee SAP ERP implementations and finance operations improvements. The ideal candidate has 8+ years of experience, a Bachelor's degree in Accounting or IT, and a strong collaborative spirit. This role requires skills in change management and the ability to drive projects to completion while partnering with IT and finance teams for best practices and governance in financial reporting. #J-18808-Ljbffr
    $118k-149k yearly est. 1d ago
  • Home Infusion RN, full-time, flexible schedule - Accredo - Waltham, MA

    Cigna Group 4.6company rating

    Waltham, MA job

    Home Infusion Registered Nurse - Accredo Specialty Pharmacy Join Accredo Specialty Pharmacy, part of Evernorth Health Services, and bring your nursing expertise to patients where they feel most comfortable-their homes. As a Home Infusion Registered Nurse, you'll deliver life-changing care while building meaningful relationships and driving positive health outcomes. Responsibilities: Provide safe and effective administration of specialty medications (including IV infusion) in patients' homes. Partner with pharmacists and care teams to ensure holistic patient well-being. Document assessments, treatments, and progress to maintain accurate patient records. Serve as the primary point of contact for patient updates and care coordination. Demonstrate autonomy in clinical decision-making to achieve optimal outcomes. Required Qualifications: Active RN license in the state of practice. Minimum 2 years of RN experience. At least 1 year in critical care, acute care, or home healthcare. Proficiency in IV insertion and infusion techniques. Valid driver's license and ability to travel within a large geographic region. Availability for a 40-hour work week, flexible schedule. Preferred Qualifications: Bachelor of Science in Nursing (BSN). Experience with specialty pharmacy or infusion therapy programs. Benefits: Medical, Dental, Vision, and Life insurance 401k with strong company match Mileage reimbursement and/or company car 26 Paid Days Off (18 days PTO, plus 8 company holidays) Merit and Bonus eligibility If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.For this position, we anticipate offering an annual salary of 79,200 - 132,000 USD / yearly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. At The Cigna Group, you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, click here. About Evernorth Health Services Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
    $66k-79k yearly est. Auto-Apply 5d ago
  • Actuarial Product Oversight Consultant

    Massachusetts Mutual Life Insurance Company 4.3company rating

    Boston, MA job

    Actuary, Product, Pricing and Assumptions Oversight Full-Time Boston, MA or Springfield, MA or NY, NY The Opportunity MassMutual is seeking an enthusiastic, well-rounded and motivated actuary to join the Product Pricing & Assumptions Oversight team within the broader Corporate Actuarial (CA). In this function, this individual will contribute to the pricing and assumptions oversight of all of MassMutual's insurance products and is expected to successfully partner with the pricing teams of the various businesses. The Team The Product Pricing & Assumptions Oversight function is part of the Corporate Actuarial team. This team is responsible for all oversight of pricing, product development & assumptions across all MassMutual product areas. The group works collaboratively amongst itself as well as with the various product teams to ensure that all aspects of product development and management align with MassMutual's strategic goals and objectives. The Impact: As a key member of the Product, Pricing, and Assumptions Oversight team you will: Leverage solid technical expertise to provide value-added support and guidance to all actuarial aspects of new product development and inforce product re-pricings (assumptions, pricing methodologies and profitability) Support the analysis and maintenance of major elements of Actuarial Pricing Review including metric setting, target/hurdle rates, mix of business and capital allocation Monitor and analyze sales, emerging experience, profitability and risk exposures of the company's new and inforce products including responsibility for analysis and reporting of value of new business metrics used for management decision making Enforce corporate guidelines and governance processes with respect to product pricing and re-pricings, and assumptions oversight Stay abreast of emerging regulations as they impact applicable aspects of products being priced and related actuarial work Participate on select Corporate projects and initiatives Have a solid demonstration of clear verbal and written communication, strong collaboration and partnership with business partners, and agility in balancing multiple work efforts The Minimum Qualifications ASA or FSA designation Bachelor's Degree or higher in Actuarial Science, Accounting, Business, Economics, Finance or Mathematics 5+ years of life and annuity experience, preferably in the U.S. market, in areas such as pricing, valuation, reinsurance and/or capital management The Ideal Qualifications Solid knowledge of actuarial and risk management concepts and practices; experience with quantifying, analyzing and managing a range of product risks Self-motivated and independent with solid analytical, critical thinking, and problem-solving skills; comfortable dealing with both complexity and ambiguity with some guidance, and able to explore multiple solutions to problems and challenges Effective time management, planning and organization skills Strong interpersonal, communication and influencing skills: ability to convey complex issues, explain methodologies and influence resolutions in writing and orally Ability to rapidly respond to changes in direction, tight deadlines and high-pressure situations What to Expect as Part of MassMutual and the Team Regular meetings with the Product, Pricing, Assumptions Oversight Team. Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-ST1 Salary Range: $141,300-$185,400 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $141.3k-185.4k yearly Auto-Apply 29d ago
  • Compliance Consultant - Mutual Fund & Institutional Advisory Compliance

    Massmutual Financial Group 4.3company rating

    Boston, MA job

    Mutual Fund and Investment Adviser Compliance Team Full-Time Boston, MA or Springfield, MA The Opportunity Join our team as a compliance professional and play a vital role in supporting MassMutual Funds-a diverse mutual fund complex with over 50 open-end funds distributed through various channels, including insurance products and retirement plans. In this dynamic position, you'll leverage your knowledge of mutual fund and investment adviser regulations to ensure our operations remain compliant and effective. You'll also collaborate closely with MML Investment Advisers and partner with other MassMutual securities affiliates to coordinate regulatory filings, making a meaningful impact across the organization. The Team The Mutual Funds and Institutional Advisory Compliance Team is responsible for running mature but continuously improving compliance and ethics programs for the MassMutual Funds and MML Investment Advisers. Compliance empowers people to do the right thing by fostering a culture of ethics and integrity throughout the company. We have visibility in almost every aspect of our business, so we are uniquely situated to connect the dots and provide innovative solutions. Every day in compliance brings new challenges and opportunities-if you thrive in a dynamic environment where no two days are the same, this role is for you. The Impact In this dynamic role, you'll play a key part in ensuring the effectiveness of the Funds' and Adviser's compliance framework by evaluating policies and procedures, assessing risks for new products and operations, and providing expert guidance on complex regulations. You'll administer the Code of Ethics, stay ahead of regulatory developments, and help resolve conflicts of interest. Your work will support critical business initiatives, involve due diligence on service providers, and include oversight of MassMutual's filings with both domestic and international securities regulators-all as part of a collaborative, high-performing compliance team. We are seeking candidates who have mutual fund and investment advisory compliance, legal, risk, or operations experience with the passion, interest, and necessary skills to grow in this field. This position will have the following responsibilities: Administration of our Code of Ethics: * Training and on-boarding new associates, including setting up the new associate in the personal trading system (FIS Employee Compliance Manager) * Off-boarding associates * Daily and quarterly review of personal trading activity and addressing potential breaches of regulations and company policy * Quarterly administration of certification process * Providing guidance and training to associates * Engagement with and oversight of system vendor, including implementation of upgrades to FIS ECM system * Leading continuous improvement projects around the administration of the Code of Ethics, including the implementation of new electronic broker feeds Administration of our Substantial Shareholder Filings: * Daily review of company-wide portfolio holdings in FundApps system for possible filing obligations in foreign jurisdictions * Daily coordination of activity and possible filings with various securities affiliates of MassMutual * Engagement with and oversight of system vendor * Manage the annual registration process for MML Investment Advisers and the other-than-annual filing requirements (i.e., updating and filing Form ADV) * Coordinate with various securities affiliates of MassMutual periodic filings with the Securities and Exchange Commission, including Forms 13F, 13H, and N-PX. * Manage or oversee various other reporting activity, such as around political contributions. * Remain current on regulatory requirements, developments, and best practices, and influencing the integration of such practices into our business for a best-in-class compliance program. * Identify education initiatives created by new regulations or areas needing further educational support; coordinate, develop, and/or provide educational programming. * Handle broader compliance projects and complete special assignments as required. Core Competencies & Values: * Risk Awareness & Management - Identifies, assesses, and mitigates compliance risk in order to support the organization's strategic goals. Provides the right advice, using the right approach, at the right time * Drives Change - Seeks out new opportunities, asks bold questions, and embraces new ideas and methods * Includes Others - Creates a welcoming environment that values people's differences and contributions * Improves and Innovates - Understands how work impacts our business and constantly looks for ways to create a better customer experience * Develops People - Gives and receives feedback consistently and takes action to improve oneself and help others * Gets Things Done - Works collaboratively to move work forward and deliver on commitments * Focuses on the Customer - Understands our customers and put their needs first * Acts with Integrity - Is fair, honest, and empathetic * Champions Diversity - Embraces and reflects diverse cultures, backgrounds, experiences, and perspectives The Minimum Qualifications * Bachelor's degree * 3+ years of experience in a regulatory compliance, legal, risk, or related function, ideally within the asset management or broader securities industry The Ideal Qualifications * Knowledge of regulatory framework governing mutual funds and institutional investment advisers. * Familiarity with Code of Ethics regulations and personal trading system like FIS ECM, or willingness to learn. * Familiarity with substantial shareholder regimes and foreign filing system like FundApps, or willingness to learn. * Strong organizational skills and attention to detail, with the ability to manage diverse projects and assignments in a timely and quality manner in a complex work environment * Strong communication and interpersonal skills, with the ability to build rapport with third-party service providers and work across internal business groups in a confident and constructive manner. * Exhibits highest ethical standards. * Good analytical skills, with the ability to effectively identify, communicate, and address potential issues. * Proficient with Microsoft Office programs and at least some exposure to data base, data visualization software, and AI-driven solutions. * Ability to work independently and as a team player. * Ability to meet deadlines. * Ability to deal effectively with peers, as well as clients at all levels and areas of the organization. * Willingness to learn and ability to adapt to change driven by regulatory, industry, and business developments. This position also will require the associate to comply with an Investment Advisory Code of Ethics ("Code") pursuant to SEC rules and regulations. In accordance with Code provisions, you may be required to disclose, among other things, personal securities accounts (including household members) and investment transactions directed by you or members of your household. The company will also need to obtain duplicate trade confirmations and account statements from applicable brokers for monitoring purposes. In addition, you will need to make disclosures required by Form ADV. What to Expect as Part of MassMutual and the Team * Regular meetings with the Mutual Fund and Investment Advisory Compliance Team * Focused one-on-one meetings with your manager. * Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran, and disability-focused Business Resource Groups. * Access to learning content on Degreed and other informational platforms. * Two days annually dedicated to your professional and personal development. * Your ethics and integrity will be valued by a company with a strong and stable ethical foundation, offering industry-leading pay and benefits. #LI-FT1 Salary Range: $86,200-$113,100 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $86.2k-113.1k yearly Auto-Apply 5d ago
  • 2026 Guardian Summer Intern, Network Strategy & Delivery

    Guardian Life 4.4company rating

    Guardian Life job in Boston, MA

    Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian. Internship Dates: The internship program will run from Thursday, May 28, 2026 - Friday, August 7, 2026. We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on Friday, November 14, 2025, at 11:59PM ET or when role(s) have been filled, whichever comes first. You are: A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment. Location (housing is not provided): * Boston, MA You have: * An interest in the insurance industry, specifically Group Insurance * An interest in operations, operational efficiency, technology, AI, and/or strategy * The motivation to learn and grow amidst a fast-paced and constantly evolving environment You will: * Partner with Operational Effectiveness experts to improve complex operational processes related to our dental network * Learn about business applications of artificial intelligence * Have the opportunity to learn about Guardian's Group Insurance Products: Dental and Vision * Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career * Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings * Build a network of colleagues and have a sense of community with other interns and other parts of the business * Think broadly and ask questions about data, facts and other information * Be a self-starter - someone who enjoys "rolling up their sleeves and getting things done", has high energy, strong work ethic, displays the ability to work independently, and is creative We offer: * Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way * Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent * Employee Resource Groups that advocate for inclusion and diversity in all that we do * Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability Eligibility: * Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position. * You must be available for the full program dates of the internship program. If you have any questions regarding the application process, please feel free to email Guardian_***************. Salary Range: $20-$35 per hour Salary Range: $20.00 - $35.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *************. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $20-35 hourly Auto-Apply 10d ago
  • Insurance Sales Agent

    New York Life-New Hampshire 4.5company rating

    Nashua, NH job

    Job Description Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we're looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Compensation: $120,555 Responsibilities: Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances Work with policyholders to develop and deliver risk management strategies that fit their individual profiles Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish Qualifications: Candidates should have basic computer skills and be able to use Microsoft Office programs Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations Job seekers must have an insurance license High school diploma mandatory; four-year undergraduate degree strongly preferred Excellent communication, customer service, analytical, and interpersonal skills are necessary About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. At New York Life, you're in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity.
    $120.6k yearly 14d ago
  • Junior Loan Officer

    Mutual of Omaha Mortgage 4.7company rating

    Providence, RI job

    From your first day to your next promotion, Mutual of Omaha Mortgage invests in your career. We are looking for an ambitious and driven individual to grow with us. We operate in a fast-paced, dynamic environment where everyone on the team strives to be the "best of the best". Our work atmosphere is highly- entrepreneurial. Mutual of Omaha Mortgage is a division of Mutual of Omaha Insurance. Inspired by hometown values and committed to being responsible and caring for each other, we exist for the benefit of our customers. With this excellent reputation, you will find your customers more receptive because of our well branded name. Mutual of Omaha Mortgage is a full service lending division offering a complete line of residential mortgages, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring. Job Summary The Junior Loan Officer provides administrative support to the Loan Officers and a high level of service to our customers via email and phone, providing information about the loan process, supporting basic questions, and gathering information from customers as directed by the Loan Officers. Marketing via social media and outreach via phone to past customers will be an important part of the role. This position would open the opportunity to grow into other roles over time if interested. Why Choose Mutual: Work/Life Balance- We understand you have a life outside of work and support a healthy work/life balance with flexible schedules and robust benefits including Medical, Dental, Life Insurance, and 401K with match Love What You Do -Play an integral role in helping clients with their financial solutions. Sell from the heart without the seedy sales tactics. Go to sleep at night with a smile knowing you made a positive impact in someone's life. Awesome Culture -Whether it's participating in a variety of volunteer opportunities, enjoying company outings, or testing your skills in a Bubble Hockey competition, Mutual of Omaha Mortgage's family-like culture is second to none! Growth and Advancement -Your hard works creates your future advancement opportunities. Coaching and Continued Training- We understand you may not have Mortgage experience, or its your first time doing Inside Sales. We provide extensive call coaching so you can transition easily without the "sink or swim" fear. Inbound Leads - Our leads are any sales person's dream. Our Loan Officers work with incoming leads of customers interested in Mutual of Omaha Mortgage. The Person: Previous Sales or Customer Service Experience (in any capacity whether full time or part time) Mortgage experience preferred Bachelor's degree preferred Desire to Succeed Motivated, Competitive, and Driven Great Communicator and Relationship Builder Microsoft Office Proficient required (utilization of Outlook a must) The Perks: Base $14 Hourly Pay plus Commission on Closed/Funded Loans Work/Life Balance: 40 hours/week Monday - Friday Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program Growth Opportunities Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We are highly respected in our industry and growing our office with long term employees who are striving for a career.
    $14 hourly Auto-Apply 10d ago

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