Lincoln Financial Group jobs in Greensboro, NC - 61 jobs
Executive Assistant
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Greensboro, NC (North Carolina) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance As an Executive Assistant, you will be responsible for supporting the CLG (Corporate Leadership Group) member(s) in their executive administration needs and effectively project manage other assignments as appropriate.
You will be a key enabler to improving the effectiveness of the group's business functions by proactively coordinating/prioritizing activity, ensuring topics of importance are communicated in an organized and efficient manner, leading projects and/or project coordination, and proactively identifying other areas in which you can provide further assistance.
You will provide direct support to the CLG member(s) and will interact with all levels of the organization, including the executive leadership team. Additionally, you may interact frequently with key stakeholders outside of the organization.
What you'll be doing
* Executive Organization & Management - Managing executive availability and commitments to ensure clear priorities and optimum use of executive time.
* Meeting Management - Effectively ensuring all meetings requiring the executive's attendance have a meeting agenda and target outcomes requiring the executive's participation.
* Meeting Preparation- Preparing executive(s) for meetings by creating, gathering, and/or organizing material, identifying key questions to be prepared to answer, and preparing reference material in an effective structure.
* Concierge Level Service - Providing a positive experience for all those coming into contact with executive office and proactively provide exceptional high touch services as appropriate.
* Continuous Improvement - Creating and managing internal organization systems to improve department effectiveness.
* Work Support- Working behind the scenes to solve problems, mediate disputes, and deal with issues before they escalate up to the executive including delegating work to other appropriate parties, drafting communications for his/her review, and personally executing tasks.
* Project Management - Prioritizing and managing multiple projects simultaneously and follow through on issues in a timely manner.
* Presentation Design and Execution - Partnering with the executive(s) to capture strategies and messaging in innovative PowerPoint presentations. Proactively conducting research to add value to material.
* Reporting - Producing executive level reports requiring data compilation and analysis.
* General Administration Support - Providing administrative support including answering calls, scheduling meetings, taking meeting notes, processing/approving expenses, filing, etc.
What we're looking for
* 5+ years of executive assistant/project management experience, including HR functional related experience and/or education credentials
* Project management experience; credential or certification preferred
* Exceptional organization skills and aggressive follow-up skills
* Ability to prioritize, meet tight deadlines and maintain high quality work
* Exceptional customer service and relationship management skills
* Strong problem-solving skills with a strong ability to get things done
* Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
* Excellent written and oral communication skills
* Demonstrated high degree of professionalism and trust in dealing with confidential and sensitive matters
* Flexible, adaptable, and professional at all times
* Highly skilled in Microsoft Office including Word, Excel, Power Point and Outlook
* Undergraduate degree preferred
* Ability to work overtime if needed
Application Deadline
Applications for this position will be accepted through February 11, 2026, subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $35.87 - $47.83 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Administrative Assistant, Executive Assistant, Secretary, Compliance, Project Manager, Administrative, Legal, Technology
$30k-42k yearly est. 1d ago
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Analyst, Application Development
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office
Requisition #: 75361
The Role at a Glance
As Lincoln continues in its technological transformation, the IT Business to Business (B2B) Team is leading the way providing Lincoln's Business partners with the data needed for informed operational and strategic decisions. The B2B Team is seeking an ETL Programmer to help us expand our data processes, extract creation and evolve our data-driven insights. You will be involved in the end-to-end data extraction lifecycle: gathering requirements, optimizing ETL code, writing and standardizing SQL for data delivery, creating the customer facing dashboard. As a technical partner and analyst, you will work with other ETL developers, Systems Analysts, systems owners, and stakeholders to develop a strong data foundation.
What you'll be doing
* Create customer facing data extracts, gathering metadata to support B2B Reporting including project management, Team collaboration and creating and revising SQL, coding and processing standards.
* Expand your technical & design skillsets with IDMC training, SQL Server training and mentoring to support the expansion of our data extractions & file transmission processes.
* Automate data extraction from various sources, perform data wrangling to transform data, and transfer to and from an AWS Cloud environment.
* Responsible for documentation of created data flows, data definitions, and communicating these efficiently with stakeholders
* Collaborate with stakeholders to understand business needs, goals, and objectives, evaluate data's current state, and give feedback to create efficient ETL processes.
* Work with team to ensure that quality objectives are met for all requirements .
What we're looking for
We are looking for someone with strong foundational data skills that is looking to expand their data prowess and apply it in the reporting space
Must Haves:
* 3+ Years of Business to Business (B2B) experience
* 3+ Years experience creating DTCC Feeds
* 8+ years experience in Informatica ETL
* 3+ years SQL Server Database experience
* 3+ years Teradata Experience
* Need to possess understanding of testing concepts related to functional, non-functional, and performance
* Possesses a growth mindset and enthusiasm about learning new skills
* Strong analytic, problem-solving, and research skills required
* Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice-to haves:
* Database Management
* Python/Perl
* SQL
* Experienced interpreting COBOL documentation and pulling data from Mainframe Sources
* ETL / data wrangling experience
Application Deadline
Applications for this position will be accepted through 2/6/26, subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Database, SQL, Mainframe, Business Intelligence, Data Warehouse, Technology
$69k-124.6k yearly 53d ago
NYL Sales Management
New York Life 4.5
Greensboro, NC job
Job DescriptionNew York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a desire to help others succeed within our General Offices.
As a New York Life Partner, your responsibilities include the successful recruiting AND development of a team of salespeople.
Unlike other firms in the industry, New York Life Field Managers do not have personal production requirements.
Their primary focus is on recruiting, developing and mentoring a team of financial professionals.
New York Life Partners enjoy: • Comprehensive professional training • Generous benefits • Excellent retirement plans (subject to qualifications) • Significant income potential • The opportunity to work for a Fortune 100 company By joining New York Life as a Partner, your ability to become promoted to a Senior Partner or Managing Partner is clearly defined and based on performance metrics allowing you to grow from managing a sales team up to an entire office.
Partner Requirements: • Life and Health License • Series 6 or 7 and Series 63 • Experience in Financial Services industry • Sales experience • Sales team recruiting and management experience • College Degree Preferred but Not Required • Life Insurance industry experience • Business ownership or proven entrepreneurship • Knowledge of cultural markets • Bilingual If you are: • Highly motivated • Goal oriented • A strong communicator • Organized • Seeking a rewarding and challenging career We would like to learn more about you.
PLEASE NOTE: We unfortunately can only accept applicants who are either US.
Citizens or reside within the United States.
We currently don't sponsor US H-1B visas.
$97k-128k yearly est. 5d ago
Insurance Agent, New York Life Insurance Company
New York Life 4.5
Greensboro, NC job
Job DescriptionThe New York Life Insurance Agent's role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are. What is expected of our Agents?
Ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Providing compassion and guidance to clients when unfortunate life circumstances arise.
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time.
Qualities that we look for in our Agents:
Sales experience preferred, but not required.
Entrepreneurial mindset.
Strong communication skills both written and verbal.
Desire to help families and businesses to address their financial needs.
Strong business acumen.
Professional business demeanor.
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.¹ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.² New York Life has been helping generations of Americans attaining their financial goals through our nation-wide agent force for more than 175 years. Our agents' abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with tested processes and is actively immersed with you in achieving your desired career objectives. Build relationships with clients and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families and businesses towards the financial goals that they envision. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities.
Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 5058863.2 Exp. 04/30/2024
$115.9k yearly 24d ago
Financial Services Professional
New York Life 4.5
Greensboro, NC job
Job DescriptionThe Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial Services Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.
You'll help solidify your own future as well because you'll have the opportunity to manage own your career, while being aligned with a company where hard work is valued and rewarded.
New York Life offers the training and support to take you career as far as you want to, whether it's in the field or on a clear path to management.
Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference.
The multifaceted system includes: In conjunction with in office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device.
Learn when and how you want!Subsidy, stipend, and bonus programs You can read in full about all benefits* for our Financial Professional role here: ************
nylbenefits.
com/agents We have Fast Track to Management opportunities for qualified professionals once established in the career.
Desired Skills and Experience Accomplished communicator with strong verbal and written skills Prior sales and/or business experience preferred Entrepreneurial mindset Strong desire to help others Ability to work in a hybrid setting It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment.
*Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.
New York Life reserves the right to terminate benefit plans at any time for any reason.
About New York Life:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interest and priorities.
We have more than 175 years of industry success.
Some of our accolades include:• A promise to work with you to build a strong financial future for both you and your clients• America's largest mutual life insurer and #72 on Fortune 100 in 2022• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.
M.
Best (A++); Moody's (Aaa); and Fitch (AAA) as of 12/31/2022
$52k-86k yearly est. 9d ago
Looking to take your career to the next level? New York Life is adding experienced Financial Advisor
New York Life 4.5
Greensboro, NC job
Job DescriptionAre you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life.
Is your practice growing?
Want to be part of a stable, dependable company?
Looking for new opportunities to expand your market?
Interested in offering new products or services?
It's all built on a strong foundation.
Whether you specialize in fee-based financial planning,¹ business succession, or protecting growing families, our record of financial strength and integrity is built to support you.
We're one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.²
We're committed to our field force. That means you'll have the guidance, support, and resources you need to do what you do best-serve your clients. Our managers are here to support your success, not compete with you for sales.
Our agents are leaders in the industry. As of 2023, New York Life has led the Million Dollar Round Table (MDRT) in membership for 69 consecutive years. For over 20 years, we have also led in MDRT's top-tier categories, Court of the Table, and Top of the Table.³ You'll be able to network productively among your peers and learn firsthand from agents at the top of the industry.
Build the financial practice you envision. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We're here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,⁴ and survivorship products, along with variable⁴ and fixed annuities, and long term care and individual disability insurance. In addition, our agents have the opportunity to expand their practices through New York Life's subsidiaries and organizations. NYLIFE Securities LLC NYLIFE Securities LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients' varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services. Eagle Strategies LLC Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients' needs. The Nautilus Group The Nautilus Group is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies. Advanced Planning Group A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, and develop large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas:
Business protection and succession
Nonqualified executive benefit strategies
Tax diversification and reduction strategies
Wealth transfer and distribution strategies
Transnational planning (non-U.S. citizen)
Estate tax mitigation
Asset protection
Charitable giving strategies
The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice Underwriting New York Life's underwriting team is constantly developing innovative underwriting solutions to help make the purchasing experience smoother for our financial professionals and their clients. Our experienced team of underwriters and medical directors is easily accessible and will help you make good business decisions. Cultural and Target Markets The world is a dynamic and diverse place, and our team is ready to help financial professionals service the needs of all their clients. This team of professionals provides support for agents working in the African American, Chinese American, Korean American, Latino, LGBT Q+, South Asian American, Vietnamese American, Women's, and Young Professionals Markets. This team offers select in-language materials and culturally relevant marketing and prospecting tools. New York Life Insurance Company University (NYLIC U) Our training program is among the best in the industry and provides opportunities for career-long learning. You can sharpen your skills, stay on top of industry issues, and grow and maintain your business. Learning options include distance e-learning, online courses, virtual classrooms, and traditional classrooms. Through New York Life's exclusive Practice Model learning paths, you can specialize in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning while pursuing industry designations such as Financial Services Certified Professional (FSCP ), Chartered Financial Consultant (ChFC ), Retirement Income Certified Professional (RICP ), or even Wealth Management Certified Professional (WMCP ). We cover the tuition cost of these designations for qualifying, participating agents.⁵ Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁶ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁷ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.²
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.⁸
Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.⁹
5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
$4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰
Offered by financial advisors for Eagle Strategies LLC.
New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
MDRT data as of July 2023.
Offered by properly licensed registered representatives through NYLIFE Securities LLC, member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life Company.
Tuition reimbursement is only available for American College courses. The Company reimburses eligible, participating agents with 100% of the cost of the following courses: FSCP , ChFC , RICP , and WMCP . The Company's tuition reimbursement policy is subject to change.
Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
A full list of our awards is available here: ***************************************************************
All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
$41k-48k yearly est. 23d ago
Sr. Engineer, IT Monitoring
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Greensboro, NC (North Carolina); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office
Requisition #: 75221
The Role at a Glance
This position will serve as a subject matter expert to administer and maintain security of monitoring systems including SolarWinds, SCOM (System Center Operations Manager).
What you'll be doing
* Lead engineering and administrative work associated with Enterprise Monitoring tools and capability.
* Serve as a subject matter expert to administer and maintain security of monitoring systems including SolarWinds, SCOM (System Center Operations Manager)
* Maintain knowledge on current and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
* Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
* Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
* Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects.
* Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of the system.
* Configures, installs, maintains and performs upgrades to server applications and hardware
* Applies advanced knowledge to configure, install, maintain and upgrade computer systems hardware and software
* Provides direction and guidance for the organization's information systems and peripheral equipment, such as servers, desktops, printers and storage devices
What we're looking for
Must Haves:
* 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Information Technology
* 5 - 7+ Years experience in IT infrastructure administration with SolarWinds and SCOM.
Nice to Haves:
* Certification in SolarWinds.
Application Deadline
Applications for this position will be accepted through December 31, 2025, subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $93,300 - $169,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Social Media, Bank, Banking, Information Systems, Change Management, Marketing, Finance, Technology, Management
$93.3k-169.7k yearly 60d+ ago
Facilities Technician
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Greensboro, NC (North Carolina) Work Arrangement: In Office : Employees will work in a Lincoln office with a designated workspace. The Role at a Glance
In this position you will be responsible for performing routine and preventative maintenance, troubleshooting, and timely repairs to ensure facility and equipment reliability. This role requires adherence to safety standards and trade practices while supporting departmental initiatives and responding to emergencies during on-call rotations.
What you'll be doing
* Performing routine preventative maintenance and repair activity.
* Applying core knowledge obtained for the role to troubleshoot and make necessary repairs in a timely manner.
* Participating in on call rotation to respond to facilities related emergencies, equipment failures, and weather conditions during non-routine business
* hours.
* Performing tasks in accordance with national and local codes and standard trade practices.
* Promptly notifying management of safety issues or concerns.
* Recognizing general issues/concerns, explaining effect, and suggesting process improvements.
* Supporting and promoting change management and/or departmental/enterprise initiatives.
* Meeting or exceeding departmental quality and service standards.
* Working overtime as needed.
* Delivering routine work independently, in accordance with established procedures and guidelines, in a timely manner and meeting deadlines
* appropriately.
* Making routine & non-routine decisions under close supervision, applying limited discretion within role except for matters of significance which affect
* the business as a whole or a significant part of it, in accordance with established procedures/guidelines.
* Performing tasks by applying core knowledge obtained from the role and acquiring increasingly more knowledge to apply in the role.
What we're looking for
* High School diploma or GED or minimum Associate degree in lieu of required experience. (Minimum Required)
* 0 - 1+ Years of general maintenance experience. (Required)
Application Deadline
Applications for this position will be accepted through February 4, 2026 subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $24.18 - $32.24 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Social Media, Bank, Banking, Technician, Change Management, Marketing, Finance, Technology, Management
$24.2-32.2 hourly 43d ago
Teller
Summit Credit Union 4.5
Greensboro, NC job
Part-time Description
This position is primarily responsible for ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines; providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned; and proactively participating in the referral process while using the “Selling is Telling” philosophy by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core duties and responsibilities include the following. Other duties may be assigned.
Performs within company standards, including but not limited to member survey results, balancing performance, meeting cross-sales and referral goals and transaction-volume.
Maintains a positive, professional attitude and a pleasant tone while dealing with members and co-workers.
Meets or exceeds minimum Quarterly Score Assessment percentages regarding quality standards.
Takes ownership of member requests and questions following up for resolution as a training opportunity.
Maintains control of member transactions to ensure the transactions are completed accurately and efficiently with minimal wait time with the use of a transaction ticket for every transaction.
Reviews staff intranet for updated policy and procedure, forms, and communications suggesting changes to enhance service to members, being especially familiar with the Teller Page.
Remains current on policies, procedures, systems and services that are offered to provide efficient member service.
Operates under and enforces credit union policies and guidelines.
Cross-sells credit union services and products to strengthen member relations with Summit Credit Union in order to achieve and maintains minimum monthly referral goals.
Maintains a working knowledge of work tools and systems.
Maintains a neat, well organized and stocked station.
Reports equipment malfunctions to branch manager to communicate to Information Technology (IT).
Assists with special projects when requested.
Provides professional member service, which includes but is not limited to:
Performs accurate transactions
Greets the member, smiles, using the members' name during the transaction
Thanking each member for his or her business
Offering a product or service that would help their financial well being
Refers members to other branch personnel as needed.
Performs the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifies cash, endorsements, IDs and signatures.
Cashes checks within limits and obtains further authorization when necessary.
Issues cashier checks and redeems savings bonds.
Prepares individual daily balance of teller cash transactions as well as other reports as necessary.
Performs more complex transactions (with assistance as necessary).
Handles proportionate volume of work based on branch demands.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
To perform the job successfully, an individual should demonstrate the following competencies:
Intellectual
Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Interpersonal
Member Service - Manages difficult or emotional member situations; responds promptly to member needs; solicits member feedback to improve service; responds to requests for service and assistance; meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meeting.
Organization - Ability to organize and prioritize.
Ethics - Treats people with respect; keeps commitments; inspires works with integrity and ethically; upholds organizational values.
Self-management
Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
Safety and Security - Observes safety and security procedures; reports potentially unsafe conditions.
Attendance/Punctuality - Consistently at work and on time; ensures work responsibilities are covered when absent
Reports to: Branch Manager
Requirements
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High school diploma or general education degree (GED); and/or six months to one year of related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS:
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
COMPUTER SKILLS:
To perform this job successfully, an individual should have knowledge of Internet Software; Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
OTHER SKILLS AND ABILITIES:
Excellent communication and interpersonal skills with the ability to gain the trust of members.
Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress is required.
Friendly, courteous, service-oriented, professional, outgoing, and member service oriented.
Remain calm and professional in stressful situations.
Must be able to work independently and productively with minimum supervision.
Recognize problems, identify possible causes and resolve routine problems.
Team player with a "can do" attitude that can work in a fast-paced environment.
Ability to establish and maintain professional atmosphere for employees, clients and members.
OTHER QUALIFICATIONS:
Able to work a flexible schedule to include various nights, weekends and holidays.
May require some travel on an as needed basis.
Has a working knowledge of other credit union departmental operations including, lending, Mortgage, Marketing Department, Accounting, Information Systems and Card Services.
Must have an aptitude for meeting people, developing member confidence, and trust in our credit union.
Must be able to handle large amounts of cash with speed and accuracy.
Must be able to present services in a knowledgeable manner.
Proven proficient teller skills.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to sit; climb or balance and stoop, kneel, crouch, or crawl.
The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
NOTE
:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$24k-28k yearly est. 60d+ ago
Sr. Analyst, Audit & Regulatory Response
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance As a Sr. Analyst, Audit & Regulatory Response, you will provide subject matter expertise and direction on complex projects/initiatives for your assigned area(s) of IT Security responsibility. You will develop and execute security risk analyses. In addition, you will provide direction and guidance to internal stakeholders concerning risks associated with audit findings and adherence to applicable procedures, regulations, and/or laws.
What you'll be doing
* Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
* Manages and/or participates in information security risk management efforts, including statutorily mandated HIPAA risk analyses and implementation of the National Institute of Standards and Technology (NIST) Cybersecurity Framework.
* Obtains input from Lincoln's Privacy Office, Law department, and management to interpret legislation and regulations as appropriate before making internal/external statements or providing information that could impact the corporation.
* Provides direction and guidance as needed to Information Security personnel and the larger I.T. organization concerning legislative, statutory, and Lincoln policy requirements.
* Collaborates with internal and external stakeholders to perform IT Security audits, manage responses, and remediate deficiencies.
* Evaluates and communicates risks associated with audit findings identified for other Information Technology teams.
* Provides consultation on information security awareness and access validation efforts.
* Escalates and communicates identified complex cyber security risks to management as needed.
* Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
* Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability.
What we're looking for
Must-Haves:
* 5 - 7+ Years of experience in IT Security that directly aligns with the specific responsibilities for this position.
* 4 Year/Bachelor's degree (or equivalent) (Minimum Required)
Nice-to-have:
* Agile Mindset; awareness/understanding of Agile methodologies
Application Deadline
Applications for this position will be accepted through 1/27/2026 subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $93,300 - $169,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Information Security, Law, Regulatory Affairs, Social Media, Risk Management, Technology, Legal, Marketing, Finance
$93.3k-169.7k yearly 60d+ ago
Partner (Recruiter/ Manager)
New York Life 4.5
Greensboro, NC job
Job DescriptionNew York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices' revenues and productivity results on a year-by-year basis. Your experience:
You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer.
Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc.
Experience with sales training and employee development.
Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role).
Relevant college degree
Major responsibilities:
You will actively select and recruit new and experienced financial professionals to the company.
Train and develop both existing and future financial professionals on company' selling process and product portfolio
Monitor and measure performance to increase productivity, retention and overall success.
Facts: 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) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and 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 in 2019. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. 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/Gender Identity.
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
$39k-48k yearly est. 31d ago
Sr. Network Engineer
Lincoln Financial Group 4.6
Lincoln Financial Group job in Greensboro, NC
Alternate Locations: Greensboro, NC (North Carolina); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office
Requisition #: 75071
The Role at a Glance
Lincoln Financial is seeking a highly motivated hands-on technical individual to join our Network Delivery Operations Team. You will play an integral part in deploying, operating, and scaling the network infrastructure that provides high availability, performance, and security. In this position you will provide senior technical knowledge as subject matter expert on Lincoln's F5 LTM and GTM deployments, participating in the ongoing management, deployment and operations of this environment. You will work with the Architecture and Engineering Team providing feedback on future designs in the F5 LTM/GTM space. As part of the Network Delivery Operations team, you'll also work on a team responsible for LAN/WAN, Data Center services, Security, IPsec B2B, remote access VPN and voice utilizing the following technologies: Netscaler load balancers, Cisco Nexus, Cisco Catalyst, Cisco ISE, Cisco Wireless, Infoblox DDI, and Palo Alto Firewalls.
What you'll be doing
* Provide technical expertise, leadership, and knowledge as a senior technologist on the Network Delivery Operations team
* Implement and manage F5 LTM and GTM technologies, both as physical and virtual installations
* Cross-functionally work with application teams to configure VIPs, deploy iRules, and define best practices for managing these configurations at enterprise scale
* Deploy and manage Netscaler infrastructure in partnership with cross-functional teams responsible for Citrix deployments
* Provides advance level support for customer network related issues. (Primary focus on F5 with an expectation of generalized network support)
* Analysis utilizing network tools to investigate and remediate pending network issues for internal and inter-site connectivity issues working, both independently as well as cross-functional troubleshooting
* Create and maintain detailed documentation and diagrams for the network infrastructure
* Draft methods of procedure/standard operating procedures (MOP/SOP) for front-line technical support, as well as for standardization of non-routine work
What we're looking for
Must-Haves:
* Engineering and Operations experience on F5 BigIP/BigIQ Physical and Virtual Infrastructures
* Working experience with Cisco routing, switching, firewall, and identity services at an enterprise scale
* Working experience withing enterprise networks, including WAN/LAN design, deployment, and management technologies and concepts
* Should have knowledge of Visio, Microsoft: Word, Excel, PPT, and Outlook
* 4 Year/bachelor's degree or equivalent work experience (5-7+ years of experience in lieu of Bachelor's) in Enterprise IP Network and Network Security architecture, design, and implementation as related to network technologies, solutions, services and infrastructure that directly aligns with the specific responsibilities for this position including the following technologies
Nice-to-haves
* Working knowledge of SD-WAN and next generation firewalls
* F5 Certifications (F5-CA, F5-CTS, F5-CSE)
* Cisco Certified Internetworking Expert (CCIE) - Routing and Switching or Data Center
* Cisco Certified Network Professional (CCNP) - Routing and Switching or Data Center
* Palo Alto Certified Network Security Engineer (PACNSE)
* Infoblox Core DDI Advanced Troubleshooting (CDAT)
Application Deadline
Applications for this position will be accepted through 4/1/2026 subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $93,300 - $169,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Nearest Major Market: Greensboro
Job Segment: Cisco, Network, Telecom, Telecommunications, CCNP, Technology
$93.3k-169.7k yearly 10d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Winston-Salem, NC job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 9d ago
Reverse Mortgage Originator Development Program
Mutual of Omaha Mortgage 4.7
Hillsborough, NC 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. Raleigh/Durham/Chapel Hill, NC.
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
$150k yearly Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Winston-Salem, NC job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 6d ago
Private Bank Wealth Advisor III - Winston - Salem
Huntington National Bank 4.4
Winston-Salem, NC job
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.
Duties and Responsibilities:
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships.
Builds strong relationships across all Huntington business segments to deepen client relationships.
Works with relationships of moderate to high complexity.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's Degree
State Life and Health Licenses required to be obtained within 90 days of hire
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications:
Securities and life insurance licenses.
Demonstrated success working with high net worth clients.
Proven ability to build strong relationships with clients.
Excellent written and verbal communication skills.
Ability to multi-task.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$73k-94k yearly est. Auto-Apply 60d+ ago
Entry Level Insurance Agent - Bilingual (Spanish)
New York Life 4.5
Greensboro, NC job
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Are you looking for a job with no cap on your upside and tremendous support for your career growth? We're hiring a dynamic sales manager to lead our team to success. You'll be responsible for setting the sales strategies and objectives, identifying sales targets, and evaluating the team's sales performance to help us achieve our sales goals. If you're a natural leader who loves exciting challenges with financial incentives, we want to hear from you! 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. Training, Development, and Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)2. For over 68 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. Responsibilities Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference In conjunction with in-office training, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want. You can read in full about all benefits1 for our Financial Professional role here: ********************************** We have Fast Track to Management opportunities for qualified professionals once established in the career
Qualifications
The candidate must be an accomplished communicator with strong verbal and written skills
Prior sales and/or business experience preferred
Enterprising mindset
Strong desire to help others
It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helpinggenerations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable onlyto our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To preparefor the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry
New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
Training Magazine's Training Top 100 for 2021
We're proud to be recognized by organizations that also value diversity
Latino Leaders: 2022 Best Companies for Latinos to Work
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients
5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
$4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. (Dividends are not guaranteed)
$938 million lifetime annuity paid (includes all payouts on individual income annuity products)
Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
$72k-92k yearly est. 21d ago
Preferred Banker
Huntington National Bank 4.4
Winston-Salem, NC job
As a Preferred Banker , you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities:
+ Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners
+ Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
+ Maintaining knowledge of all products, services, technology and policies to provide the best service to customers.
+ Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
+ Adhering to all operational, security, risk and regulatory policies and procedures.
+ Other duties as assigned.
Basic Qualifications:
+ High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
+ FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.
Preferred Qualifications:
+ Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
+ Ability to drive sales and manage a book of business.
+ Ability to build, deepen and retain relationships.
+ Demonstrates acumen in banking, investments, consumer lending, business banking, business lending, sales, customer service, and presentation skills.
+ Excellent verbal and written communication skills.
+ Comfort with technology such as mobile services and online banking services.
+ Knowledge of consumer and business deposit products.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$39k-49k yearly est. 60d+ ago
Teller
Summit Credit Union 4.5
Winston-Salem, NC job
Part-time Description
This position is primarily responsible for ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines; providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned; and proactively participating in the referral process while using the “Selling is Telling” philosophy by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core duties and responsibilities include the following. Other duties may be assigned.
Performs within company standards, including but not limited to member survey results, balancing performance, meeting cross-sales and referral goals and transaction-volume.
Maintains a positive, professional attitude and a pleasant tone while dealing with members and co-workers.
Meets or exceeds minimum Quarterly Score Assessment percentages regarding quality standards.
Takes ownership of member requests and questions following up for resolution as a training opportunity.
Maintains control of member transactions to ensure the transactions are completed accurately and efficiently with minimal wait time with the use of a transaction ticket for every transaction.
Reviews staff intranet for updated policy and procedure, forms, and communications suggesting changes to enhance service to members, being especially familiar with the Teller Page.
Remains current on policies, procedures, systems and services that are offered to provide efficient member service.
Operates under and enforces credit union policies and guidelines.
Cross-sells credit union services and products to strengthen member relations with Summit Credit Union in order to achieve and maintains minimum monthly referral goals.
Maintains a working knowledge of work tools and systems.
Maintains a neat, well organized and stocked station.
Reports equipment malfunctions to branch manager to communicate to Information Technology (IT).
Assists with special projects when requested.
Provides professional member service, which includes but is not limited to:
Performs accurate transactions
Greets the member, smiles, using the members' name during the transaction
Thanking each member for his or her business
Offering a product or service that would help their financial well being
Refers members to other branch personnel as needed.
Performs the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifies cash, endorsements, IDs and signatures.
Cashes checks within limits and obtains further authorization when necessary.
Issues cashier checks and redeems savings bonds.
Prepares individual daily balance of teller cash transactions as well as other reports as necessary.
Performs more complex transactions (with assistance as necessary).
Handles proportionate volume of work based on branch demands.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
To perform the job successfully, an individual should demonstrate the following competencies:
Intellectual
Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Interpersonal
Member Service - Manages difficult or emotional member situations; responds promptly to member needs; solicits member feedback to improve service; responds to requests for service and assistance; meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meeting.
Organization - Ability to organize and prioritize.
Ethics - Treats people with respect; keeps commitments; inspires works with integrity and ethically; upholds organizational values.
Self-management
Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
Safety and Security - Observes safety and security procedures; reports potentially unsafe conditions.
Attendance/Punctuality - Consistently at work and on time; ensures work responsibilities are covered when absent
Reports to: Branch Manager
Requirements
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High school diploma or general education degree (GED); and/or six months to one year of related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS:
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
COMPUTER SKILLS:
To perform this job successfully, an individual should have knowledge of Internet Software; Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
OTHER SKILLS AND ABILITIES:
Excellent communication and interpersonal skills with the ability to gain the trust of members.
Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress is required.
Friendly, courteous, service-oriented, professional, outgoing, and member service oriented.
Remain calm and professional in stressful situations.
Must be able to work independently and productively with minimum supervision.
Recognize problems, identify possible causes and resolve routine problems.
Team player with a "can do" attitude that can work in a fast-paced environment.
Ability to establish and maintain professional atmosphere for employees, clients and members.
OTHER QUALIFICATIONS:
Able to work a flexible schedule to include various nights, weekends and holidays.
May require some travel on an as needed basis.
Has a working knowledge of other credit union departmental operations including, lending, Mortgage, Marketing Department, Accounting, Information Systems and Card Services.
Must have an aptitude for meeting people, developing member confidence, and trust in our credit union.
Must be able to handle large amounts of cash with speed and accuracy.
Must be able to present services in a knowledgeable manner.
Proven proficient teller skills.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to sit; climb or balance and stoop, kneel, crouch, or crawl.
The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
NOTE
:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.