Business Resource Center, Advanced Planning Consultant
Guardian Life 4.4
Guardian Life job in Phoenix, AZ
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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Senior Compliance Analyst - Park Avenue Securities
Guardian Life 4.4
Guardian Life job in Phoenix, AZ
Guided by our company Purpose of "Inspiring well-being for our colleagues, consumers, and communities," we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to "what" we deliver (i.e., our goals and objectives) and "how" we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.
Do you want to be part of a collaborative Compliance Legal Team?
As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing methodologies to ensure compliance with FINRA Rule 3110 and, in certain circumstances, various state insurance laws. The Lead Compliance Analyst is responsible for developing a risk-based plan for the branch office inspection, executing the plan, and delivering the results verbally and in writing to various partners.
**You are**
An enthusiastic, self-motivated, high-energy individual who enjoys working in a team environment while executing responsibilities independently. Your ability to multi-task but prioritize allows you to deliver high-quality results in a timely fashion.
**You will**
+ Conduct branch office inspections utilizing risk-based testing methodologies. This includes obtaining background information, analyzing data, determining relevant sample sizes, and conducting testing.
+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures.
+ Use the results of your risk-based testing in conjunction with your expertise and judgment to assess the adequacy and effectiveness of the control environment in the branch office.
+ Timely communicate preliminary findings to your manager and branch office management verbally and then in writing.
+ Assist, as appropriate, with corrective action plans to ensure proper remediation is taken at the branch office and verify the completion of plans.
+ Run multiple inspections simultaneously while timely delivering high-quality results.
+ Stay current with industry and regulatory developments and proactively identify opportunities to improve the branch office program.
+ Volunteer and otherwise assist on other department projects and initiatives.
**You have**
+ Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along with a familiarity of state insurance laws (inclusive of NAIC).
+ 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a plus.
+ Prior examination, auditing or testing experience.
+ Series 7; 24 licenses required or obtained within 120 days.
+ A bachelor's degree
+ Strong interpersonal, organizational, and analytical skills.
+ Excellent written and verbal communication skills with comfort making presentations in various settings.
+ No restrictions on travel and extended periods away from home.
**Reporting Relationships**
As our Compliance Analyst, you will report to the Compliance Leader.
**Location /Travel**
Remote role with WFH flexibility. Travel to Guardian offices as needed when requested by the People Leader.
Travel: 50% for business purposes.
**Salary Range:**
$67,450.00 - $110,815.00
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.
$67.5k-110.8k yearly 60d+ ago
Core Sales Representative
Unum Group 4.4
Phoenix, AZ 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 6d ago
Investment Operations Director
Massmutual Financial Group 4.3
Phoenix, AZ job
The Opportunity We have an opportunity within our Inforce TOA/Check Deposit team for an Investment Operations Director. As an Investment Operations Director you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented organization focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.
The Team
The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts ("processors)" who support the processing of daily incoming/outgoing transfers (e.g. ACATs, DTC, Deliveries, Mutual Fund Transfers), physical check deposits and mobile client deposits via our clearing firm National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry. The team also supports our MMLIS India captive team who is an extension of our stateside team.
The Impact
* The Investment Operations TOA/Check Deposit Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings.
* The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained and we are providing timely service to our external and internal partners
* The Director is responsible for ensuring the team is adhering to firm policies and procedures and as the regulatory landscape evolves, ensuring that we are evaluating current WSPs for necessary changes.
* The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, and implement continuous improvement in support of changing regulatory and competitive landscapes.
* Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear strategic and personal goals, provide feedback, partner with direct reports in developmental opportunities and do so in a manner that is inclusive.
* Support the strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business.
* Champion and support change management.
The Minimum Qualifications
* High School Diploma
* Series 7 and Series 24 licenses required at time of application
* 5+ years Financial Services / Investments experience
* 1+ year leadership or 1:1 coaching/mentoring experience
* Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators
* Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office
The Ideal Qualifications
* 5+ Years Experience the financial services field required
* Strong analytical/Problem solving skills
* Strong written, verbal, and interpersonal communication skills
* Listening skills
* Organization navigation skills
* Time Management (multi-tasking
* SME in multiple functions and proficient in most functions
* Change Management Champion
What to Expect as Part of MassMutual and the Team
* Regular meetings with the MMLIS In-Force Operations Team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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-DK1
Salary Range:
$95,100-$124,800
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.
$95.1k-124.8k yearly Auto-Apply 4d ago
Warehouse Pick Packer - CuraScript - Onsite
Cigna 4.6
Tempe, AZ job
Pick Packer
Hours: Mon-Fri 10:00 am - 06:30 pm
Pick Packer is responsible for pulling, packing, and shipping of pharmaceuticals (both refrigerated and non-refrigerated) and medical supplies. Uses various warehouse equipment, RF units, manual jacks, electric pallet jacks. Performs other warehouse functions including but not limited to: stocking pack stations with packing supplies.
How you'll improve the lives of others:
Pulls order accurately, according to RF unit and order ticket.
Verifies orders before sending to pack station.
Manifest cartons using carrier manifest stations and verifying the carton label to the pick-ticket.
Stack and shrink wrap cartons to specific skids by carrier ship level.
Packs orders according to order ticket paying attention to items needing extra dunnage, ice, and special instructions.
Use warehouse equipment, RF units, manifest machines, cherry picker and computer system.
General housekeeping of warehouse and pack stations.
Restocking pack stations with shipping supplies (boxes, bubble wrap, paper, air pillows, etc.) return totes and carts to proper areas.
Ability to speak English is required for this position due to the need to communicate safety rules on the shop floor
Requirements:
No Experience required but 1+ years of relevant experience highly preferred.
Basic computer skills required
Ability to read, write and type English required
Attention to detail to ensure accuracy required
Ability to lift 50 lbs required
Prior experience using handheld RF units preferred
Prior experience using material handling equipment preferred
Why Choose Us?
Comprehensive Health Coverage from Day One (including medical, dental, vision).
Competitive Holiday, Paid Time Off (PTO), and Overtime Compensation.
Robust 401K Plan with Company Match.
Vibrant and Inclusive Culture: Embrace our engaging and welcoming workplace environment, where authenticity is celebrated.
Join us in shaping the future of pharmacy operations while enjoying a supportive and enriching work environment that fosters professional growth and fulfillment. Apply now to embark on a rewarding career journey with us!
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.
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.
$28k-33k yearly est. Auto-Apply 9d ago
AI Innovation Lead - Data Science Lab
Guardian Life 4.4
Guardian Life job in Phoenix, AZ
**Lead AI Innovation Lead - Data Science Lab** Guardian is on a transformation journey to evolve into a modern, forward-thinking insurance company committed to enhancing the wellbeing of its customers and their families. As part of the Data & AI team, this role presents a distinctive opportunity to collaborate with the CDAO and the Head of Data Science, actively contributing to Guardian's ongoing evolution.
Guardian's Data & AI team spearheads a culture of data insights across Guardian, facilitating the successful realization of our strategic initiatives. Our core activities encompass creating business value from our data and analytic products. Key responsibilities include data lifecycle management, insight development, and data product delivery. We are a team of data analysts, data product owners, data scientists and most importantly, data business leaders. Our solutions and actions are critical to Guardian's revenue growth, risk management and customer experience.
Guardian created a Data Science Lab (DSL) to reimagine insurance in light of emerging technology, societal shifts, and evolving consumer needs. The DSL will expedite Guardian's transition to data-driven decision making and insight generation, fostering long-term innovation. The DSL will establish rapid testing capabilities for new technology and the translation of pioneering research into practical, enterprise-wide solutions.
In this role as Managing Lead Data Scientist for the DSL, you'll be entrusted with the crucial task of managing the DSL and devising AI strategy for the Data Science team. Your responsibilities will include identifying new AI capabilities, coming up with solutions to scale the Data Science team, leveraging machine learning and artificial intelligence, to drive enterprise-wide innovation across various business lines and Guardian products. You'll collaborate with senior executives on high-impact high-visibility projects to deliver AI/ML solutions that will be market-tested and deployed to make a real difference to risk management and Guardian's overall financial performance. Successful candidates bring expertise in insurance and financial services, a passion for applying cutting-edge ML and AI insights, and the ability to design and implement data science capabilities that foster growth, competitive advantage, and customer satisfaction.
**Key Responsibilities Include:**
Leadership & Strategy
+ Lead the Data Science Lab (DSL) by setting strategic direction, driving innovation, and ensuring alignment with Guardian Life's business goals and digital transformation initiatives.
+ Manage and mentor a high-performing team of data scientists, fostering a culture of continuous learning, experimentation, and excellence.
+ Monitor developments across the AI and data science community to position Guardian as a leader in responsible and effective AI adoption.
+ Report and communicate progress, opportunities, and risks to executive stakeholders, delivering insights and recommendations in a clear, actionable manner.
Innovation & Research
+ Stay current with advancements in machine learning (ML), artificial intelligence (AI), and industry trends to identify and evaluate emerging capabilities and technologies.
+ Collaborate with academic and industry partners to develop and test novel AI/ML methods and approaches.
+ Introduce and apply ML/AI innovations to practical, high-impact opportunities across Guardian's business units.
+ Create patentable technologies and methodologies that drive long-term innovation.
AI/ML Development
+ Build and lead experimentation efforts to validate the feasibility and impact of new data science techniques in real-world insurance use cases.
+ Develop capabilities in Deep Learning, Large Language Models (LLMs), and Generative AI.
+ Apply AI/ML to unstructured data sources such as insurance contracts, medical records, sales notes, and customer service logs.
+ Deliver solutions that enhance underwriting risk assessment, claims auto-adjudication, and customer servicing.
Operational Excellence
+ Establish scalable processes, frameworks, and governance models for efficient and responsible AI/ML development, testing, and deployment.
+ Assess and recommend cutting-edge tools, platforms, and technologies to enhance data science workflows and model lifecycle management.
+ Actively participate in proof-of-concept evaluations of new data, software, and technologies.
Collaboration & Integration
+ Collaborate cross-functionally with business leaders, technology teams, and data professionals to translate business challenges into AI-driven solutions.
+ Contribute to the standardization of data science tools, processes, and best practices across the enterprise.
+ Function as the data science expert in internal and external meetings, including vendor engagements and industry conferences
**You are:**
+ You are passionate about cutting-edge technology and keen on applying new AI/ML algorithms and approaches.
+ You are analytically driven, intellectually curious, and experienced leading the development and implementation of data and analytic solutions to solve challenging business problems.
+ You enjoy leading and managing a team of data scientist to crack hard to solve problems with AI/ML and seeing it deployed in-market and generating value for Guardian. You enjoy collaborating with a multi-disciplinary team including data engineers, business analysts, software developers and functional business experts and business leaders.
+ You have demonstrated track record of managing data science teams and working with business leaders.
**You have:**
+ PhD with 6+ years of experience, Master's degree with 8+ years of experience, or Bachelor's degree with 10+ years of experience in Computer Science, Engineering, Applied mathematics or related field
+ 7+ years of hands-on ML modeling/development experience
+ Extensive experience in deep learning models including Large Language Models (LLM) and Natural Language Processing (NLP)
+ Hands-on experience with GPU, distributed computing and applying parallelism to ML solutions
+ Strong programming skills in Python including PyTorch and/or Tensorflow
+ Solid background in algorithms and a range of ML models
+ Experience leading team of Data Scientist of four or more
+ Excellent communication skills and ability to work and collaborating cross-functionally with Product, Engineering, and other disciplines at both the leadership and hands-on level
+ Excellent analytical and problem-solving abilities with superb attention to detail
+ Proven leadership in providing technical leadership and mentoring to data scientists and strong management skills with ability to monitor/track performance for enterprise success
**Location:**
+ Three days a week at a Guardian office in New York, NY, Holmdel, NJ, Boston, MA, Stamford, CT, Pittsfield, MA or Bethlehem, PA
+ Remote Candidates who can travel up to 20% of the time to our New York office will be considered.
**Salary Range:**
$152,290.00 - $250,195.00
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.**
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.
$48k-75k yearly est. 60d+ ago
zOS Print Systems Programmer
Unum Group 4.4
Phoenix, AZ job
Our Fortune 500 company is driving a digital transformation and looking for forward-thinking innovators to disrupt how our industry thinks about and uses technology. As one of the world's leading employee benefits providers, we help millions of people gain affordable access to benefits that help them protect their families, their finances and their futures.
Are you an asker of questions, a solver of problems, and a challenger of the status quo? Our mission is to provide a differentiated customer experience and exceed the expectations people have of technology at any company - not just insurers.
We are seeking individuals to join our team of talented IT professionals who share never-ending passion and an unwavering focus on our customer experience. Team members comfortable working in an agile, fast-paced, and delivery-focused environment thrive in our environment where we value an entrepreneurial spirit and those who challenge the status-quo.
Unum is changing, and we're excited about what's next. Join us.
**General Summary:**
UNUM is seeking an innovative z/OS Systems Programmer to support and modernize its mainframe environment, focusing on resiliency, future business needs, and emerging technologies. This role involves installing, configuring, customizing, and maintaining z/OS and related IBM and non-IBM software, while collaborating across teams. The position emphasizes working on proofs of concept (e.g., zCX, WAZI, data virtualization solutions), evaluating new and existing technologies, and preparing the mainframe for future initiatives. Responsibilities also include system monitoring, tuning, troubleshooting, and providing technical guidance to team members.
**The z/OS Systems Programmer will:**
+ Bachelors degree in computer science, information systems, engineering, or the equivalent unique education, specialized experience, skills, knowledge or training
+ Install and customize IBM and third-party software using SMP/E or vendor specific installation
+ Provide leadership within the team
+ Provide mentoring to others inside and outside the team
+ Research and evaluate software products.
+ Ensure 24x7x365 Business reliability, availability, and scalability
+ Support of Capacity Planning, Disaster Recover, etc.
**Required Skills**
+ 5+ years of z/OS operating experience.
+ Focus on Print products (CA-SPOOL, CA-Deliver, SystemWare, CA-VIEW, LRS, etc)
+ Comprehensive knowledge of z/Enterprise server technology, software technology, systems analysis, research techniques, systems development standards and quality and cost controls.
+ Advanced knowledge of components of z/OS operating system, SYSPLEX, CICS/TS, DB2, TSO, JES2, WLM and interaction.
+ Skilled at JCL and REXX
+ Knowledge of multiple software components SMPE, HCD/IOD, JES2, VTAM, TCP/IP, TSO/ISPF, SYNCSORT, SDSF, SMF, WLM, RACF, WebSphere MQ, z/OSMF, and various OEM system software such as MOBIUS, Tivoli SA, VPS, CA-VIEW, SAS
+ Strong communication, analytical, and organizational skills and multitasking.
+ Able to install and integrate third-party software.
+ Able to document troubleshoot problems and communicate with business and technical personnel at all levels.
+ Understanding/use of cloud technologies
+ RACF security components, concepts and understanding.
\#LI-AS3
\#LI-Remote
~IN1
Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.
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.
$89,400.00-$183,500.00
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
$89.4k-183.5k yearly 29d ago
Service Leader, Onsite Relationship Management 92897
New York Life 4.5
Phoenix, AZ 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 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 consequential impact on our success in fostering customer trust and loyalty.
Role Overview:
Join our dynamic management team at our Arizona General Office (GO) as a Service Leader, where you'll play a critical role in strengthening connections across our organization and supporting the success of your local office. In this role, you'll serve as a relationship manager and the primary liaison between the Service team and our local Managing Partner, recruiters and their agents, ensuring seamless communication, collaboration, and alignment of service support with the needs of the General Office.
As a trusted advisor and problem-solver, you'll help match local Agency needs with solutions offered by the Service team, and identify and implement service improvements to make it easier to meet their needs. Through education and advocacy, you'll ensure that our local Agency partners understand the easiest way (whether through technology or personalized support) to accomplish their desired tasks. Your work will be critical to driving a culture of partnership, engagement, and high performance. If you're passionate about creating meaningful relationships and delivering tailored solutions in a collaborative, dynamic environment, this is a great opportunity for you to put your skills to work.
What You'll Do:
* Champion Service Relationships: Serve as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their unique needs and ensuring that they receive the service support they need to succeed.
* Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and build long-term loyalty; follow through on complex service challenges to ensure resolution.
* Support Strategic Sales Engagements: Collaborate with our Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement.
* Provide AI & Digital Support: Deliver training, support, and guidance on the use of AI-driven tools and digital platforms, helping agents and staff leverage innovative solutions for enhanced productivity and service excellence.
* Coordinate Local Engagement Events: Plan and execute local events that reinforce partnership, drive engagement, and create opportunities for connection between Service and our sales partners.
* Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement.
* Oversee Office Operations: Manage local facilities and technology support; in partnership our Service team, ensure an environment that supports relationship-building and productivity.
* Support Financial Accuracy: Oversee local financial processes with precision, ensuring transparency and accountability in service-related expenditures.
What You'll Bring:
Required Skills
* Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire
* Bachelor's degree
* Strong interpersonal and communication skills, with a proven ability to build trusted relationships at all levels
* Ability to effectively advocate for the utilization of new service capabilities among our local Agency partners, and influence strong adoption of digital solutions
* Customer-centric mindset with a passion for understanding and exceeding expectations
* Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
* Ability to learn quickly while managing in-office responsibilities
* Proactive mindset in identifying and resolving service challenges
Preferred Skills
* Experience in a client relationship, account management, or internal business partner-facing role
* Ability to influence across functions and levels without direct authority
* Strong problem-solving and analytical skills
* Background in training or coaching preferred
Pay Transparency
Salary Range: $70,000-$90,000
Overtime eligible: Exempt
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: 92897
$70k-90k yearly 60d+ ago
2026 Group Benefit Solutions
New York Life 4.5
Phoenix, AZ job
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.
About This Job
If you're looking to use strong analytical and math skills in a competitive, fast-paced environment, an Underwriting career in Group Benefit Solutions will allow you to do all this and more. Underwriters evaluate the risk of insuring a potential Group Benefit Solutions customer and use that information to set premium rates for insurance policies.
This 10-week program will expose you to what life as an underwriter will be like and is a great way to assess whether the underwriting profession is a good fit for you. As part of our internship program, you will have a direct impact on the financial results of our business while helping us deliver on a longstanding commitment of providing financial protection and peace of mind to the millions we serve.
What You'll Do
As an Underwriting Summer Intern with New York Life Group Benefits Solutions, you can expect to be involved in a variety of opportunities, including:
* Training sessions to learn the fundamentals of underwriting
* One-on-one mentorship with a local underwriter, engagement opportunities with senior management, and other networking opportunities
* Assess risk dynamics on real underwriting cases and contribute to Group Benefits Solutions sales goals and bottom line
* Collaborate with GBS interns from around the country on a summer long project that challenges your problem-solving, analytical, and collaboration skills
* Routine speaker series hosted by New York Life leaders from a variety of Finance and Underwriting functions
Where You'll Work
The Underwriting Summer Intern position is located in the Phoenix Underwriting hub. The Phoenix hub is located at the High Street Plaza near Desert Ridge Marketplace. The Phoenix hub is one of our fastest growing NY Life Group Benefit Solutions Underwriting hubs. Our team includes a diverse group of talented individuals with a variety of backgrounds and experience levels. Over the last five years, we have continually grown our Phoenix team through on campus recruiting efforts at several local universities, including both intern and full-time hiring.
Qualifications
To join our dynamic team as a Summer Intern, you should have:
* Completed 3 years towards a bachelor's degree (rising senior) in Risk Management, Economics, Finance, Accounting, Mathematics, Data Analytics, Business Management
* Strong analytical and strategic thinking skills
* 3.0 GPA or higher preferred
* High comfort level with math/numbers
* Excellent oral and written communication skills
* Proficiency with Microsoft office software, especially Microsoft Word and Excel
* An interest in pursuing a career in underwriting
* Customer-centric mindset
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT).
Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn!
#GBScampus
#LI-MW1
Pay Transparency
Salary range: 21/ hour
Overtime eligible: Nonexempt
Discretionary bonus eligible:
Sales bonus eligible:
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.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
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 ********************
$38k-48k yearly est. 29d ago
Development Manager - Arizona GO
New York Life 4.5
Phoenix, AZ job
New York Life's primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations.
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
This position will support the Arizona GO.
What You'll Do:
* Drive, monitor and assist New Org Agent retention and production efforts.
* Properly implement NYLIC University's Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
* Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
* Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
* Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
* Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
* Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
* Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
* Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
* Effective with technology to enable training and assistance in virtual environment.
What You'll Bring:
* Bachelor's Degree preferred
* Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
* Valid State Life and Health Licenses
* FINRA Registrations- Series 6 & 63
* Persuasive, Verbal and Written Communication Skills
* Performance Management
* Facilitating Groups
* Coaching
* Developing, Empowering and Influencing Others
* Providing Motivational assistance
* Goal, Impact and Result Oriented
* Adaptability and Flexibility
* Leading Change
* Problem Solving
* Planning and Strategizing
* Ability to mentor other DMs
* Demonstration of effective FOD and IDD
* Can lead one on one Development Conversations with Partners
Pay Transparency
Salary Range: $60,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: Yes
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: 93208
$60k-85k yearly 2d ago
Warehouse Representative ExpressScripts - Onsite
Cigna 4.6
Tempe, AZ job
Work Hours: 2:30pm-1:00am Mon-Thur Warehouse Representative - Express Scripts Are you ready to step into a position that combines your communication skills, attention to detail and ability to multitask? In a climate-controlled factory that delivers to hundreds of thousands of patients each week, the Warehouse Associate is responsible for performing tasks related to receiving products, stocking and replenishment, and inventory control. If you've always wanted to work in pharmacy operations and enjoy a fast-paced and friendly company environment, this is the opportunity for you.
How You'll Make an Impact:
* Unpack and evaluate incoming products safely for correct count and condition in comparison to purchase orders
* Operate material handling equipment and hand tools such as forklifts, pallet jacks (manual and electric), carts, dollies, box cutters, wire cutters, etc.-to unload trucks and stock the warehouse/pharmacy
* Enter data accurately and retrieve using computers, and scanners (PDA).
ESSENTIAL FUNCTIONS
* Ensure appropriate workflow for assigned area to include filling movement requests from between warehouse and other stock locations
* Responsible for ensuring quality and accuracy are held to the highest standards throughout the warehouse and stock locations.
* Assist in all assigned work areas in Warehouse and Support area, completing assigned tasks thoroughly and correctly in a timely manner
* Serve as a resource to supervisor and back up team leads and team members
* Support productivity, quality, and safety efforts by accurately operating production equipment, assisting in troubleshooting and rectifying issues, training and mentoring team members.
* Other duties as assigned.
QUALIFICATIONS
* 1-year relevant work experience
* Basic math, organization, computer, and communication skills
* Ability to do repetitive bending, squatting, standing, walking, pushing, pulling and hand motions
* Must be able to lift 50 lbs
* Must be able to be on feet for entire shift; walking, bending, and lifting.
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.
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.
$27k-33k yearly est. Auto-Apply 7d ago
Senior Underwriter
Unum Group 4.4
Phoenix, AZ 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 Senior Underwriter will demonstrate strong 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.
**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
+ Maintain a fully developed knowledge of the Company's products, the sales, implementation, and enrollment processes, and market place influences
+ Deliver dependable, accurate, and timely service while maintaining relationships with internal and external partners
+ Assist with training, technical development and mentoring more junior underwriters
**Job Specifications**
+ Bachelors degree or equivalent, relevant business experience
+ Demonstrated, consistent proficiency at Underwriter level
+ Fully developed knowledge of product provisions, plan designs, pricing and contractual benefits
+ Strong technical expertise in risk selection
+ Demonstrated understanding of top-line and bottom-line objectives
+ Exhibit strong knowledge of sales/distribution process and market trends
+ Solid mentoring and coaching skills
+ Strong creative problem solving skills
+ Strong critical thinking/analytical reasoning skills
+ Strong communication skills, both verbal and written
+ Strong organizational skills and ability to handle multiple priorities
+ Strong ability to be persuasive and to negotiate
+ 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.
$53,300.00-$100,700.00
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
$53.3k-100.7k yearly 60d+ ago
Financial Services Representatives
Massmutual Alabama 4.3
Scottsdale, AZ job
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.
Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential.
Job Description
As a Financial Services Professional with MassMutual Arizona, you'll be part of an entrepreneurial system with access to a broad portfolio of innovative products, powerful sales tools, and a large resource network so you can focus on activities that get results. If you aspire to lead and qualify for our Managing Associate Program, we can help you sample the agency leadership role. Upon successful completion, you can be appointed to a Sales Manager Position.
Responsibilities include prospecting for clients on a referral basis within clearly defined markets, developing and maintaining long-term relationships with clients, and providing financial solutions for clients through fact gathering and needs analyses.
Qualifications
*Strong interpersonal skills and customer service focus
*Market development and networking abilities
*Presentation and organization skills
*Strong work ethic and integrity
*Pattern of professional success
*BA, BS, and/or graduate degree or equivalent work experience required
Additional Information
CHARACTERISTICS WE LOOK FOR
We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate
$30k-36k yearly est. 60d+ ago
Small Business Sales Director - Phoenix
Unum 4.4
Phoenix, AZ 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:General Summary
The Small Business Sales Director is responsible for identifying and implementing best practice sales processes and activities to assist Small Business Consultants achieve sales performance goals. The incumbent will contribute to execution of the sales objectives and strategies of the Small Business Consultant teams to attain maximum sales revenue and profitability consistent with the Unum's objectives in the small business segment.
Principal Duties and Responsibilities
Develop best practice processes & activities to support Small Business Consultants to achieve small business sales performance goals
Execute on Standard Operating Procedures, as well as manage adoption and effectiveness of those procedures, for Small Business Consultants to achieve sales efficiency and create consistency through thirty office locations
Contribute to performance of Small Business Consultants through proven coaching and development techniques
Assist Small Business Consultants with maintaining relationships, negotiating and closing deals.
Focus on developing processes and small business sales methods that meet customer requirements, establish long term relationships, and achieve highest levels of broker and customer satisfaction.
Leverage dashboards and reporting to measure progress and ensure sustained success
Partners with Unum Field office leaders to ensure alignment around maximizing overall sales results in each territory and alignment around recruiting of new talent into the SBC role and creating career path planning into other field or office roles
Responsible for recruiting and hiring Small Business Consultants in partnership with field DMDs and MDs
Responsible for planning, assigning, directing and assessing work focusing on improving close ratios and maximizing opportunities and performance
Advises management of any breakdown in communication or potential loss of sales/service, recommends options and ensures action is taken.
Continually improve Small Business Consultants process through constant examination of efficiency and close rate.
Small Business Sales Director must be based at the hub location.
Performs other related duties as assigned.
Job Specifications
Bachelor's degree with 5+ years' experience in sales performance management preferred.
Previous experience with Unum in a sales capacity or in a similar industry is preferred.
Proven track record of personal success in sales generation and/or sales process management.
Must be strategic-minded, able to take in information from multiple sources and circumstances and formulate an overall solution or decision to resolve problems and/or offer direction to sales consultants.
Ability to build relationships with peers, cross-functional counterparts, and upper management; Committed to helping others be successful.
Skilled in uniting a team under a shared vision, collaboration, influencing and motivating each member with and without authority.
Ability to use data-driven reports to direct sales coaching sessions and empower sales consultants to take ownership of their opportunity pipelines.
Understanding of the competitive forces influencing the landscape of the insurance market and proactively deploy alternative sales strategies as appropriate.
Strong understanding of customer viewpoint and provides excellent customer service.
Experience successfully working in a metric driven environment required.
Demonstrated ability to gain the attention and respect of others.
Proven ability to make sound business decisions and deliver results.
Strong interpersonal, communication and negotiation skills - both written and verbal.
Leadership and organization skills; ability to prioritize and effectively manage time.
High capacity for work, adaptability and resilience is a must.
Expert skills on Excel, Word, PowerPoint and Outlook is essential.
#LI-LR1
~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.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
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
$98k-123k yearly est. Auto-Apply 11d ago
Reverse Mortgage Originator Development Program
Mutual of Omaha Mortgage 4.7
Phoenix, AZ job
This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program.
Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career.
We work with retirees to strategically improve the sustainability of their retirement income.
You can expect the following:
Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more
Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business
Industry leading training from the nation's top sales leaders
Brand recognition of a Fortune 300 organization founded in 1909
World-class sales, marketing, and operations support
Revolutionary sales process for working with both consumers and professionals
We encourage successful traditional mortgage loan originators to apply. Phoenix, AZ.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
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
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 Sales Consultant Associate is in active development to be a marketing and technical expert who represents Unum - educating and motivating other professionals to sell Unum products to their clients in the small case market. The SCA is responsible for building relationships with insurance brokers, agents, and consultants to advise, educate, price, and negotiate the best employee benefit offering for their employer clients. Sales Consultant Associates participate in an extensive development program that includes, among many other components, the assignment of a mentor, participation with an associate group class cohort, and technical/product training.
Principal Duties and Responsibilities
Effectively learn and understand the Unum business environment to support the acquisition and retention of new customers
Acquire a broad knowledge of Unum's group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients
Develop and build relationships with brokers in an assigned territory and/or for an assigned product
Assist in the enrollment process for new and existing customers
Build a pipeline of opportunities to sell and support the acquisition and retention of new customers in the small case market
Work with Quote Unum and Underwriting to effectively understand negotiation and business pricing in the small case market
Build strong broker/distribution partnerships
Build strong sales team partnerships
Gain necessary knowledge to educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings
Assist in preparation and presentation of block reviews for top brokers
During development period, ability to obtain insurance license in states within assigned territory
May perform other duties as assigned
Job Specifications
Bachelor's degree required
Excellent interpersonal, collaboration and presentation skills
Ability to handle multiple, often competing priorities
Highly energized, motivated self-starter who thrives on a challenge and in a fast-paced environment
High level of organization, implementation/execution, and project management abilities
Demonstrate a "can-do" spirit, a sense of optimism and excitement, ownership, and commitment/loyalty
Goal and results oriented
Strong ability to think and implement strategically and tactically
Strong ability to influence and persuade
Strong oral and written communication skills as well as problem solving skills
Ability to work with a team to achieve optimal sales results
Ability to travel on a limited basis
#LI-LR1
~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.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
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
$44k-62k yearly est. Auto-Apply 9d ago
Life Insurance New Business Service Representative 93079
New York Life 4.5
Phoenix, AZ 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 local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.
What You'll Do:
* Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
* Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
* Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
* Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office
* Answer incoming calls, greeting customers and potential agent candidates may be required
What You'll Bring:
Required Skills
* The ideal candidate should have 2 or more years of customer service and administrative experience
* Strong computer skills with proficiency in the Microsoft Office Suite
* Demonstrated ability to multitask effectively
* Strong written and verbal communication skills required
Preferred Skills
Associates, or Bachelor's degree preferred, or equivalent years of related experience
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 is provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week.
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: $43,000-$47,500
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: 93079
$43k-47.5k yearly 22d ago
Digital Marketing and Client Growth Assistant
Mutual of Omaha Mortgage 4.7
Scottsdale, AZ job
Job Description
Digital Marketing and Client Growth Assistant (In-Office - Reverse Mortgage Division)\ Position Type: Part-Time, 24-30 hours per week Compensation: $18-$24 per hour + potential for bonus incentives
Mutual of Omaha Mortgage is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!
Job Purpose:
The Digital Marketing and Client Growth Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission-while also helping to maintain a positive and professional client experience.
This position blends traditional mortgage support with light digital marketing and communication tasks to enhance client engagement and office efficiency.
Duties and Responsibilities:
Loan Pipeline Support
Monitor key dates and proactively track all milestones in the loan process.
Manage and maintain accurate borrower and partner information in CRM databases.
Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.
Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.
Prepare files for submission to processing and underwriting.
Maintain organized electronic and paper files in compliance with company policy.
Client & Partner Communication
Serve as the first point of contact for inbound calls - demonstrate exceptional phone manners, professionalism, and warmth at all times.
Provide courteous, accurate updates to clients, partners, and internal departments.
Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.
Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
Marketing, Social Media, and AI Support
Assist with creating and posting compliant social media content to help educate and engage clients and referral partners.
Support basic video editing (short clips, captions, or educational snippets) using tools such as Canva.
Use AI tools (like ChatGPT) to help draft marketing captions, emails, or summaries for review.
Maintain a content calendar for events, newsletters, and educational materials.
Track engagement and help brainstorm creative ways to improve client outreach.
Administrative & Office Support
Provide general administrative support such as scanning, filing, and organizing documents.
Assist with internal event planning, mailings, and referral partner coordination.
Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.
Maintain office organization, supplies, and readiness for client meetings.
Qualifications:
High school diploma or equivalent required; college coursework preferred.
Minimum 1-2 years of experience in mortgage lending, banking, or customer service.
Experience with loan origination systems preferred.
Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
Basic understanding of social media platforms and video editing tools (Canva).
Familiarity with AI writing and productivity tools (ChatGPT) a plus.
Outstanding phone etiquette - confident, polished, and personable on every call.
Strong written and verbal communication skills with a professional, positive tone.
Highly organized, dependable, and detail-oriented.
Ability to multitask, prioritize, and work efficiently under pressure.
Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
Ethical, professional, and committed to delivering excellent customer service.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
Company Paid Life Insurance
401K with a generous employer match
Pet Insurance
Free Legal Services
Employee Loan Program
Powered by JazzHR
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$18-24 hourly 14d ago
Private Wealth Consultant
Massmutual Financial Group 4.3
Phoenix, AZ job
The Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth solutions that go beyond traditional offerings. As a Private Wealth Consultant, you will play a pivotal role in supporting advisors through business development, proposal generation, and client onboarding within the private wealth segment. You'll partner closely with MassMutual's Wealth Management Business Development team to position advisors for success in the evolving private wealth marketplace.
The Team
This role is critical to driving growth and positioning advisors as trusted partners for affluent clients. As part of a dynamic sales team, you will act as an internal wholesaler, delivering a differentiated new-business experience and helping advisors navigate complex planning scenarios. You'll collaborate with experts in investment, tax, and estate planning to create integrated solutions that address the challenges of concentrated wealth, generational planning, and liquidity strategies. At the core of this offering is helping advisors deliver exceptional outcomes for their most valued clients.
The Impact
The Private Wealth Consultant is responsible for delivering comprehensive trust, investment, and private wealth solutions tailored to the sophisticated needs of high-net-worth clients. This role focuses on driving sales growth within an assigned territory while serving as a strategic resource for advisors and clients.
In this role, you will:
* Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning. Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships.
* Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes.
* Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience.
* Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory.
* Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience.
* Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share.
* Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence.
* Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management.
* Share real-time market insights with internal stakeholders to inform product development and distribution strategies.
* Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions.
* Create and deliver compelling proposals and presentations tailored to the unique needs of clients.
The Minimum Qualifications
* 5+ years of consulting, portfolio or sales experience with investment management and trust services
* Ability to travel 50% - 70% as required
* FINRA Series 7 and Series 63 at time of application
The Ideal Qualifications
* Previous sales experience through an intermediary or financial advisor channel
* Exceptional communication and presentation skills
* Extensive experience with complex investment, estate planning, financial planning, trust and private client solutions tailored to the high-net-worth market segment
* CFA, CIMA, CTFA, ChFC or CFP designations
What to Expect as Part of MassMutual and the Team
* Regular meetings with the Private Wealth Consulting 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-SB1
Salary Range:
$144,800-$190,000
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.
$40k-58k yearly est. Auto-Apply 4d ago
Development Manager-Southern California GO
New York Life Insurance 4.5
Glendale, AZ job
New York Life's primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations.
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
This position will support the Southern California GO.
What You'll Do:
· Drive, monitor and support New Org Agent retention and production efforts.
· Properly implement NYLIC University's Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
· Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
· Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
· Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD)
sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings.
· Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
· Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
· Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
· Effectively train agents to gather names through prospecting process of referrals, social media mining, community events, and center of influence development.
· Effective with technology to enable training and assistance in virtual environment.
What You'll Bring:
· Bachelor's Degree preferred
· Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
· Valid State Life and Health Licenses
· FINRA Registrations- Series 6 & 63
· Persuasive, Verbal and Written Communication Skills
· Performance Management
· Facilitating Groups
· Coaching
· Developing, Empowering and Influencing Others
· Providing Motivational assistance
· Goal, Impact and Result Oriented
· Adaptability and Flexibility
· Leading Change
· Problem Solving
· Planning and Strategizing
· Ability to mentor other DMs
· Demonstration of effective FOD and IDD
· Can lead one on one Development Conversations with Partners
Pay Transparency
Salary Range: $60,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
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: 92878