Finance Associate jobs at James River Ins - 66 jobs

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success. Scope As a Financial Strategy Associate, you will play a crucial role in supporting the financial strategy of the organization. You will be responsible for analyzing financial data, creating detailed financial models, and evaluating investment opportunities to provide actionable insights to executive leadership. Job Responsibilities Financial Modeling: Develop and maintain complex financial models to forecast business performance and evaluate investment cases. Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals. Variance Analysis: Analyze variances between actual results and forecasts/budgets, providing explanations and insights to management. Investment Evaluation: Assess new and existing projects, investments, and assets to determine their financial viability and potential return on investment. Reporting: Prepare and present detailed financial reports and dashboards to senior management, highlighting key metrics and trends. Market Analysis: Conduct competitor analysis and market research to inform strategic decisions and identify growth opportunities. Collaboration: Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance Qualifications Strong proficiency in financial modeling and Excel. Excellent analytical and problem-solving abilities. Ability to interpret complex financial data and provide actionable insights. Strong communication and presentation skills. Attention to detail and high level of accuracy. Personal Attributes: Proactive: Takes initiative to identify and solve problems. Detail-Oriented: Pays close attention to detail, ensuring accuracy in all work. Collaborative: Works well with others and values teamwork. Adaptable: Able to thrive in a fast-paced, dynamic environment. Education and Experience Education: Bachelor's degree in Finance, Economics, or a related field. Experience: 2+ years of experience in Corporate Finance or Strategy, Investment Banking, or a related field. Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.

About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope As a Financial Strategy Associate you will play a crucial role in supporting the financial strategy of the organization You will be responsible for analyzing financial data creating detailed financial models and evaluating investment opportunities to provide actionable insights to executive leadership Job Responsibilities Financial Modeling Develop and maintain complex financial models to forecast business performance and evaluate investment cases Budgeting and Forecasting Assist in the preparation of annual budgets and periodic forecasts ensuring accuracy and alignment with strategic goals Variance Analysis Analyze variances between actual results and forecastsbudgets providing explanations and insights to management Investment Evaluation Assess new and existing projects investments and assets to determine their financial viability and potential return on investment Reporting Prepare and present detailed financial reports and dashboards to senior management highlighting key metrics and trends Market Analysis Conduct competitor analysis and market research to inform strategic decisions and identify growth opportunities Collaboration Work closely with senior business leaders to gather data identify business needs and provide financial guidance Qualifications Strong proficiency in financial modeling and Excel Excellent analytical and problem solving abilities Ability to interpret complex financial data and provide actionable insights Strong communication and presentation skills Attention to detail and high level of accuracy Personal Attributes Proactive Takes initiative to identify and solve problems Detail Oriented Pays close attention to detail ensuring accuracy in all work Collaborative Works well with others and values teamwork Adaptable Able to thrive in a fast paced dynamic environment Education and Experience Education Bachelors degree in Finance Economics or a related field Experience 2 years of experience in Corporate Finance or Strategy Investment Banking or a related field Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! (Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.)

Finance Director CFL Flooring is a global leader in luxury vinyl flooring. Founded in 2004 by European owners in Shanghai, CFL has continued to build its story by focusing on the core values of innovation, reliability and flexibility in the market. The CFL family is led by a competent staff from 15 countries with diverse backgrounds and years of technical flooring expertise. CFL USA is currently seeking candidates to join our rapidly expanding team. We seek to hire a Director of Finance. This position reports to the Global Managing Director of Services-Head of Finance. The successful candidate will be responsible for the daily, monthly and annual accounting transactions that are required for the manufacturing facility in northwest Georgia. The position has a strong connection to the main facility in China, thus excellent communications skills are required. The Finance Director is responsible for budgeting, forecasting, account reconciliation and profit and loss reporting. The position will make financial decisions that promote long-term financial gain. The Director will oversee accounting activities related to income auditing, accounts payable processing, accounts receivable collection, tax compliance and complex data analysis. If you have a strong background in corporate financial management, and if you possess strong entrepreneurial skills, we want to hear from you. Requirements and Qualifications Minimum of bachelor's degree in business management, Finance, Accounting, or related field. Master's degree in accounting and/or CPA preferred 5+ years' experience in a finance or accounting position Fluency in English required; fluency in Chinese (Mandarin) Proficiency in Microsoft Suite and other business software such as SAP Knowledgeable in US financial forecasting, GAAP accounting principles, and financial data analysis Strong interpersonal skills with the propensity to successfully foster new and maintain long-standing business relationships Excellent communication skills, both orally and written; skilled in the art of negotiation Ability to multitask, prioritize in an effective and efficient manner Outstanding integrity, solid moral judgment, and the ability to make important decisions under pressure Expert problem solver, analytical thinker, and decision-maker Possess strong business acumen Have a clear understanding of and adhere to current US laws and regulations Requirements: Job Duties Direct and monitor daily financial activity of the facility Manage company cash flow Prepare company financial statements monthly and annually Oversee accounting internal and external audits to ensure the accuracy of information Use data analysis to strategically forecast financial trends Establish internal work processes for financial department (including accounting and billing) and monitor the progress Analyze and interpret financial data and present the information with reports and presentations to the board of directors and executive director Ensure compliance with state and federal regulations Maintain documentation to satisfy internal control and audit requirements Make recommendations to optimize investments of financial capital Communicate the Company's actual performance vs budgets and objectives to the leadership team, recommending growth strategies, identifying areas of improvement Assist in training and developing staff members We are an Equal Employment/Affirmative Action employer. We do not discriminate in recruiting or in any aspect of the employment process based on sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! ( Results may vary. Your success depends on effort, skill, and commitment to training and sales systems. )

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical complexity and coordination. While utilizing claims policies and guidelines, the Individual in this position will also review coverage, assess liability and damages, secure information, and negotiate and settle claims. The average caseload for this claim professional will be approximately 120-135 files. These claims can be highly complex in nature and valued in the multi-million dollar range. Insurance litigation and coverage interpretation/analysis experience is strongly desired. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. This includes analysis of complex coverage issues requiring strong coverage acumen with respect to a variety of policy forms, involving multiple coverages and coverage parts. * Ensures exceptional customer service by managing all aspects of the claim, interacting and communicating professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine independent assessment of liability and damages by gathering pertinent information, such as contracts or other documents, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Directly negotiates and resolves cases where appropriate and participates in mediations and settlement conferences to resolve files. Attends trial as necessary. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight list, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. This position requires demonstrated ability to handle litigated matters, including selection and direction of counsel, and formulation and execution of resolution strategies and strategic coordination with counsel, insureds, brokers and other insurers under reimbursement policies. * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication, negotiation and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. Juris Doctorate is preferred. * Typically a minimum six years of relevant experience, preferably in Professional Liability claim handling or a minimum of six years in a law firm handling Professional Liability matters * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Prior negotiation experience * Professional designations preferred (e.g. CPCU) #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical complexity and coordination. While utilizing claims policies and guidelines, the Individual in this position will also review coverage, assess liability and damages, secure information, and negotiate and settle claims. The average caseload for this claim professional will be approximately 120-135 files. These claims can be highly complex in nature and valued in the multi-million dollar range. Insurance litigation and coverage interpretation/analysis experience is strongly desired. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. This includes analysis of complex coverage issues requiring strong coverage acumen with respect to a variety of policy forms, involving multiple coverages and coverage parts. * Ensures exceptional customer service by managing all aspects of the claim, interacting and communicating professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine independent assessment of liability and damages by gathering pertinent information, such as contracts or other documents, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Directly negotiates and resolves cases where appropriate and participates in mediations and settlement conferences to resolve files. Attends trial as necessary. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight list, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. This position requires demonstrated ability to handle litigated matters, including selection and direction of counsel, and formulation and execution of resolution strategies and strategic coordination with counsel, insureds, brokers and other insurers under reimbursement policies. * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication, negotiation and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. Juris Doctorate is preferred. * Typically a minimum six years of relevant experience, preferably in Professional Liability claim handling or a minimum of six years in a law firm handling Professional Liability matters * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Prior negotiation experience * Professional designations preferred (e.g. CPCU) #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

CopperPoint has an exciting opportunity for a Summer 2026 Finance Division Intern. This opportunity will be an in-person, 12-week, paid internship program that provides students with the opportunity to gain corporate experience, get a first-hand look at the day-to-day operations of a Super Regional Insurance Company, and prepare students with the experience needed to have a rewarding career in the Insurance Industry. The Finance Division is looking for students seeking meaningful work experience as they tackle complex challenges unique to the insurance industry. This internship role aims to provide an integrative program that allows students to make meaningful contributions to the department and to walk away with a meaningful experience. In your role, you will support the Finance Division as follows: Financial Planning & Analysis (FP&A): Assisting with data consolidation, file optimization, and variance analysis for budgeting/forecasting cycles. Researching planning software solutions for the Enterprise. Conducting research and building reports on key industry financial metrics and macroeconomic trends. Financial Reporting: Supporting the Financial Reporting process, including journal entry preparation and general ledger reconciliations. Build-out of an expanded policyholder financial analysis template; including KPIs, metrics, and other relevant financial datapoints to support the Underwriting process. Internal Audit: Gaining exposure to enterprise risk management and internal control frameworks and testing, including Financial, Operational, Compliance, and IT/Cyber focus areas. Insight into Internal Audit focus areas and methodologies. Other Finance: Gaining exposure to transaction processing, vendor compliance, and financial system inputs. As our ideal candidate, you are: A current college undergraduate pursuing a degree in Finance, Accounting, Economics, Actuarial Sciences, Mathematics, or a related discipline. General understanding of accounting principles. Proficient in Microsoft Excel and comfortable working with large datasets. Strong analytical mindset with a steadfast commitment to information security and ethical standards. Excellent written and verbal communication skills for collaboration across diverse teams. Good Interpersonal skills to quickly develop trust, credibility, and respect from all levels of staff. Highly motivated and curious with a strong interest in the insurance industry. Additional Program Details: Program Dates: May 26, 2026- August 14, 2026 Salary: $20 per hour Travel Commitment: CopperPoint is thrilled to host all interns at our Phoenix, AZ office in June and August! This exciting, company-sponsored visit will focus on team building, training, and engagement activities, and conclude with a celebration of intern achievements. Work Location: Hybrid Time Commitment: 30 hours per week Benefits: The intern will accrue 0.0692 of Paid Time Off (PTO) per paid hour. The intern will be eligible to participate in CopperPoint's matching 401(k) plan. Founded almost 100 years ago in 1925, CopperPoint Insurance Companies is a leading provider of workers' compensation and commercial insurance solutions. With an expanded Line of insurance products and a growing ten-state footprint in the western United States, CopperPoint embodies stability for policyholders in Alaska, Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, and Washington. CopperPoint Mutual Insurance Holding Company is the corporate parent of Arizona-based CopperPoint Insurance Companies, California-based Pacific Compensation Insurance Company, Alaska National Insurance Company, and other CopperPoint Insurance Entities. For internship roles, CopperPoint offers a generous matching contribution to your 401(k) plan, paid time off, and a business casual dress environment. CopperPoint is an equal employment opportunity employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by state, federal or local law. CopperPoint maintains a drug-free workplace. #LI-Hybrid

CopperPoint has an exciting opportunity for a Summer 2026 Finance Division Intern. This opportunity will be an in-person, 12-week, paid internship program that provides students with the opportunity to gain corporate experience, get a first-hand look at the day-to-day operations of a Super Regional Insurance Company, and prepare students with the experience needed to have a rewarding career in the Insurance Industry. The Finance Division is looking for students seeking meaningful work experience as they tackle complex challenges unique to the insurance industry. This internship role aims to provide an integrative program that allows students to make meaningful contributions to the department and to walk away with a meaningful experience. In your role, you will support the Finance Division as follows: * Financial Planning & Analysis (FP&A): Assisting with data consolidation, file optimization, and variance analysis for budgeting/forecasting cycles. Researching planning software solutions for the Enterprise. Conducting research and building reports on key industry financial metrics and macroeconomic trends. * Financial Reporting: Supporting the Financial Reporting process, including journal entry preparation and general ledger reconciliations. Build-out of an expanded policyholder financial analysis template; including KPIs, metrics, and other relevant financial datapoints to support the Underwriting process. * Internal Audit: Gaining exposure to enterprise risk management and internal control frameworks and testing, including Financial, Operational, Compliance, and IT/Cyber focus areas. Insight into Internal Audit focus areas and methodologies. * Other Finance: Gaining exposure to transaction processing, vendor compliance, and financial system inputs. As our ideal candidate, you are: * A current college undergraduate pursuing a degree in Finance, Accounting, Economics, Actuarial Sciences, Mathematics, or a related discipline. * General understanding of accounting principles. * Proficient in Microsoft Excel and comfortable working with large datasets. * Strong analytical mindset with a steadfast commitment to information security and ethical standards. * Excellent written and verbal communication skills for collaboration across diverse teams. * Good Interpersonal skills to quickly develop trust, credibility, and respect from all levels of staff. * Highly motivated and curious with a strong interest in the insurance industry. Additional Program Details: * Program Dates: May 26, 2026- August 14, 2026 * Salary: $20 per hour * Travel Commitment: CopperPoint is thrilled to host all interns at our Phoenix, AZ office in June and August! This exciting, company-sponsored visit will focus on team building, training, and engagement activities, and conclude with a celebration of intern achievements. * Work Location: Hybrid * Time Commitment: 30 hours per week * Benefits: The intern will accrue 0.0692 of Paid Time Off (PTO) per paid hour. The intern will be eligible to participate in CopperPoint's matching 401(k) plan. Founded almost 100 years ago in 1925, CopperPoint Insurance Companies is a leading provider of workers' compensation and commercial insurance solutions. With an expanded Line of insurance products and a growing ten-state footprint in the western United States, CopperPoint embodies stability for policyholders in Alaska, Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, and Washington. CopperPoint Mutual Insurance Holding Company is the corporate parent of Arizona-based CopperPoint Insurance Companies, California-based Pacific Compensation Insurance Company, Alaska National Insurance Company, and other CopperPoint Insurance Entities. For internship roles, CopperPoint offers a generous matching contribution to your 401(k) plan, paid time off, and a business casual dress environment. CopperPoint is an equal employment opportunity employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by state, federal or local law. CopperPoint maintains a drug-free workplace. #LI-Hybrid

The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth related opportunities. A consultant has their series 7, 63 and Health/Life licensing in all 50 states. This role falls under the scope of the Broker-Dealer. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Take inbound calls from both internal partners and clients to help identify product and investment needs. Determine where client has a need and create or manage associated opportunity to a won or lost sale. Provide advice or educate clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income. Possess solid understanding of the organization's digital new account opening requirements and processes to assist clients through this process. Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account. This may include helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account. Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity. Many of the client interactions will require as much as two hours or more on the phone with a consultant. Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank. Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Related SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-30 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, this job is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Takes inbound calls from both internal partners and clients to help identify product and investment needs. Determines where client has a need and create or manage associated opportunity to a won or lost sale. Provides advice or educates clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income. Possesses solid understanding of the organization's digital new account opening requirements and processes to assist clients through this process. Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account. Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity. Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC - Candidate will be required to pass Spanish speaking assessment Related SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-02-13 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-01-30Base Pay Range: $75,400/yr - $92,300/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

✨ Elevate Your Financial Practice with ASB Financial ✨ Backed by 39 Years of Innovation and Trust Are you a seasoned financial professional ready to scale your impact? At ASB Financial, an independent IMO and Broker/Dealer, we provide the tools, leads, and support you need to thrive-without the cold calls or product limitations. Why Top Advisors Choose ASB: Qualified Leads Delivered - Vetted prospects from seminars and trust partnerships. No Proprietary Limits - Open architecture means you always offer the best solution. No Upfront Costs - Get started with zero financial risk. Keep 100% Commission - Or partner with our experts on complex cases. Tech-Enabled & Proven - Work with a digital-forward, 39-year-old asset management leader. Responsibilities Your Role: Engage Warm Leads Conduct meaningful consultations with pre-screened prospects to understand goals and build trust. Lead Seminars with Authority Deliver expert presentations alongside our trust firm partners-educate, connect, and inspire action. Follow Up with Intention Strengthen relationships post-seminar through strategic, personalized outreach. Be the Expert Clients Trust Provide tailored financial solutions that integrate seamlessly with estate and trust needs. Stay Organized, Stay Ahead Log client interactions, track outcomes, and ensure full compliance and continuity. Qualifications Ideal Candidates: CFP , ChFC , securities-licensed CPA, or MDRT-level producer Skilled communicator with high integrity and a client-first mindset Looking to grow within a supportive, non-captive environment Take Control of Your Future Join a firm that supports your independence while powering your growth. Apply today. Compensation USD $100,000.00 - USD $200,000.00 /Yr. Not ready to apply? Connect with us for general consideration.

Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most. At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance. We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred. Proven experience working as a financial services representative preferred. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. Job Title: Regional Consultant Division: Financial Services Location: Atlanta, GA Type: Full-Time; Significant travel with occasional overnight is required; May require occasional overtime, including evenings and weekends Hiring Range: Total Compensation Range is $55,000 - $70,000 annually with earning potential of $150K+ after successful validation Commitment: Three-Year Commitment to The Cason Group Our Financial Services Team works with advisors to identify life, disability, and long-term care insurance solutions for clients risk management strategies. As a Regional Consultant, you are responsible for brokerage sales activities including direct personal contact with independent insurance agents and brokers, insurance consultants, financial advisors, and insurance carriers. What Our Regional Consultants Do: Develop and Maintain Relationships: establish and retain strong, positive relationships with current and potential clients as well as relevant carrier partners; assist agents/brokers by determining the best carrier and coverage options; identify and resolve agent/broker concerns and problems Drive Results: accompany agents/brokers on sales calls to explain product and carrier alternatives; communicate new product information and provide training for agents/brokers to assist them in selling business; evaluate agent/broker effectiveness to determine marketing priorities; exceed sales goals by increasing volume of business Stay Current in Industry: successfully obtain relevant Life and Health Insurance licensures and other professional certifications; engage with professional organizations What We Are Looking For: Bachelor s Degree and 5+ years in business consulting and/or profession B2B business development experience; established relationships/knowledge/experience inside the Financial Services industry is strongly preferred Current Life Insurance License (or the ability to obtain licensure within the first 60 days of employment; valid state driver's license Excellent communication and interpersonal skills as it relates to positively influencing and persuading others Proficiency in Microsoft Office (Outlook and Teams); knowledge of databases Ability to maintain a professional appearance and positive company image Why You Should Work With Us: Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options 401K Retirement Plan with company contribution Paid Time Off (vacation and holidays) Employee Assistance Program Charitable Matching and Paid Community Service Time

Job DescriptionJoin our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning. We are dedicated to your success. At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company. What makes a good fit? We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us. Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U. S. life insurer by each of the four major rating companies: A. M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U. S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners and for future generations. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity. SMRU 1827566 7/1/2020

We're looking for experienced financial professionals to join our team. Whether you are looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. If you are interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial representative with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Four-year college degree, or higher Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude and willingness to be accountable for results Organized, detail-oriented and excellent time-management skills Desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner Bilingual preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required, Previous Sales Experience preferred Financial Industry background not required Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support Dedicated underwriters who work diligently on cases Committed managers who don't sell; instead they're dedicated to helping you succeed A team of highly-trained, experienced product consultants to support your client acquisition needs Significant income potential Substantial benefits, including a defined benefit pension plan and 401k About New York Life We are among the strongest and most respected financial companies in America today, ranking #69 on the 2018 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Job Type: Full-time

COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?