Lincoln Financial Group jobs in San Diego, CA

WHAT WE'RE LOOKING FORBerkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Contribution Specialist in our San Diego, CA location. This individual will manage a limited caseload of Contribution claims files and assist with special projects for the team as needed. ESSENTIAL RESPONSIBILITIES Manages a limited caseload of Contribution Consultation files (co-defendant seeking contribution from BHHC). Analyzes coverage and cumulative trauma injury periods, medical evidence, co-defendant demands and payment records to identify and make recommendations on contribution and reimbursement to co-defendant based on the Labor Code, case law, and facts of the case. Accurately completes and updates the Contribution Logs and Module, maintains active Diary and Notepad documentation until contribution issues have been resolved. Actively evaluates and codes all Joint Coverage fields in the Contribution Module and Claims Maintenance screens. Communicates with and seeks authority from Claims Professionals and/or Management to coordinate negotiation and settlement of contribution on consultation files. Prepares Contribution Stipulations as appropriate. Participates in a variety of Contribution-related projects, such as process mapping and process improvements, as time permits. QUALIFICATIONS Education: High School Diploma or High School Equivalency Credential such as GED, HiSET, or TASC required. Bachelor's degree from an accredited college or university highly preferred. Experience: Minimum of 2 years of California workers compensation adjusting experience preferred. Prior litigation support experience a plus. Language Ability: Ability to read and interpret information and documents contained in claim files including legal reports, injury reports, medical reports, and investigative reports. Ability to compose settlement documents, reports and correspondence. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Ability to communicate effectively with colleagues at all levels of the organization, as well as external parties, in a variety of situations. Math and Reasoning Ability: Ability to apply concepts such as fractions, percentages, ratios and proportions to practical claims situations. Ability to solve practical problems and deal with a variety of concrete variables in standardized situations. TECHNICAL SKILLS Basic workers compensation adjusting knowledge and familiarity with regulatory standards for the State of California preferred. Knowledge of legal terminology and legal clerical procedures pertaining to the preparation and processing of basic contribution settlement documentation highly preferred. Basic data analytic skills to perform solid data collection, analysis, and reporting required. Proficiency in Microsoft Office suite of products required. Knowledge of claims software systems and ability to master and become proficient on proprietary and vended software programs required. WHAT WE OFFER Hybrid Schedule (up to 2 days WFH upon eligibility) Modern Office Setting Free On-Site Fitness Facility Free On-Site Garage Parking Paid Time Off Paid Holidays Immediate Vesting of Retirement Savings + Company Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, Berkshire Hathaway Homestate Companies (BHHC) has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Adjuster. Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution. Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations. This individual will continue to build on claims knowledge and claims will increase in number and complexity. RESPONSIBILITIES Completes classroom training introducing workers' compensation claims handling strategies, medical terminology, and legal concepts. Learns skills such as investigative and persuasive communication, negotiation, decision-making, and strategic planning. Learns to review and interpret medical records. Conducts and directs the investigation of reported claims to determine coverage, compensability and severity and to gather all other relevant information, including making three-point contact telephone calls. Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines. Develops and updates a plan of action for the successful resolution of each claim. Assigns appropriate tasks to a Claims Assistant and/or Claims Clerical Assistant and ensures they are performed correctly and efficiently. Reduces fraud through early identification and escalation. Communicates effectively with individuals outside the company, including clients, medical providers, and injured workers. Prepares timely and accurate settlement recommendations (within designated authority parameters) and effectively negotiates the settlement of claims. Ensures that the actions of all other professionals involved in managing a claim, including attorneys, nurse case managers, and investigators, are coordinated to achieve a successful resolution of the claim. WHAT YOU'D BRING TO THE ROLE Minimum of High School Diploma or equivalent certificate required; Bachelor's degree from four-year college or university is preferred Ability to communicate effectively verbally and in writing; Spanish Fluency ability preferred Exceptional interpersonal and customer service skills Ability to manage and prioritize multiple assignments in a fast-paced environment Strong organization skills to ensure tasks are completed within hard deadlines Basic mathematical skills to calculate monetary reserves Knowledge of Microsoft Word, Powerpoint, Excel, Outlook WHY YOU SHOULD APPLY Unparalleled financial strength and stability Fantastic growth and advancement opportunities WFH Hybrid schedule Free gym in building Generous Paid Time Off and Holidays Excellent Benefits (Medical, Dental, Vision, 401k, etc) Health and Wellness Reimbursement Tuition Assistance Reimbursement Discounts across companies such as GEICO, See's Candies, etc. In accordance with the California Equal Pay Act, the starting hourly wage for this job is $28.8462. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations.

WE'RE LOOKING FOR A SENIOR UNDERWRITER!The Senior Underwriter is responsible for expertly reviewing and evaluating new and renewal business in accordance with established Underwriting guidelines in order to achieve department goals. This individual demonstrates a high level of expertise in agency management, fostering valuable agency relationships with gold standard service. ONSITE REQUIREMENT This is a hybrid opportunity, requiring initial onsite training and, upon successful completion of same, a minimum requirement of three days per work week in our San Diego, CA office. TEAMWORK RESPONSIBILITIESRelies primarily on instruction, pre-established guidelines, and judgment to perform the functions of the job and accomplish goals. Performs a variety of tasks directly under the supervision of designated team members as well as autonomously, with proficiency. Works under direct supervision. Possesses strong verbal and written communication skills with internal and external customers and collaboration with peers in an effort to provide the highest level of service. Executes responsibilities professionally and in accordance with the Company's policies and applicable laws.RESPONSIBILITIES Expertly manages profitability by reviewing and analyzing profitability and actuarial reports. Coordinates with Loss Control and Claims to address any accounts performing adversely. Reviews applications for insurance coverage successfully, ensuring applicable information is accurate and completes for pricing determination. Works with Underwriting Support Specialist team to gather appropriate information needed and reaches out to agency partners to request any additional information required. Demonstrates understanding of deductible programs and loss sensitive plans to begin to quote the most complex coverages, premium levels and terms within given authority level. Makes prompt, sound independent decisions on issues that arise in submissions based on the best information available within given authority. Analyzes current and prospective policyholders to determine appropriate quotation, indication or declination of policy is provided. Ensures profitability and new business goals are met. Demonstrates advanced ability to effectively negotiate premium costs and net rates. Works with Underwriting Support Specialists to bind agreed upon policies. Prepares Loss Control requests for appropriate accounts. Expertly communicates with external clientele and internal resource partners telephonically, via electronic correspondence and if appropriate, in the field, developing valuable agency relationships and client retention. Ensures deadlines are met and prompt responses are provided. Expert in developing and strengthening agency relationships. Visits agencies and policy holders directly. Leads policyholder and broker sales calls. Participates in renewal quote presentations. Assists with the training and development of more junior team members. Acts as a mentor. Helps to identify and improve inefficiencies in Underwriting processes. Assists with development of Underwriting tools. Ensures that work is performed in accordance with Company standards, training, managerial direction, and applicable laws. WHAT WILL SET YOU APART EDUCATION: Bachelors degree from an accredited college or university is required, preferably in Risk Management, Economics, Finance, or Business. CERTIFICATIONS: Chartered Property Casualty Underwriter (CPCU) preferred. EXPERIENCE: Minimum of five (5) years of Underwriting experience within workers compensation (carrier). LANGUAGE ABILITY: Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures and governmental regulations. Able to write detailed reports, business correspondence and procedure manuals. Able to effectively present information to management and public groups. MATH ABILITY: Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as addition, subtraction, multiplication, division, fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY: Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Able to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS: To perform this job successfully, the individual should be highly proficient on the Microsoft Office Suite and able to quickly master proprietary and vended software applications. Proficiency in Power BI preferred. COMPANY BENEFITS Unparalleled financial strength and stability Fantastic growth and advancement opportunities WFH Hybrid schedule Free gym in building Generous Paid Time Off and Holidays Excellent Benefits (Medical, Dental, Vision, 401k, etc) Health and Wellness Reimbursement Tuition Assistance Reimbursement Discounts across companies such as GEICO, See's Candies, etc. ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** San Diego California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $20.00 - $23.73 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 27, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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.

Job Description Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today! Compensation: $90,000+ commission based Responsibilities: Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping Aid policyholders with the insurance claims process while supervising the progress of current insurance claims Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience Qualifications: Skilled with Microsoft Office Strong interpersonal and communication skills are a must High school diploma or equivalent required; Bachelor's degree preferred Active Life & Health insurance license is a strong bonus Previous customer service or experience as a sales representative preferred About Company Awards & Accolades. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry. New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. **Responsibilities:** + Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts + Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories + Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls + Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals + Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community + Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used + Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff + Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 6-10 years of relevant experience required + Previous experience in banking or financial industry preferred + Sales management experience preferred + Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing + Obtain or willing to obtain unique identifier from Registry + Consistently demonstrates clear and concise written and verbal communication skills + Consistently demonstrates analytic skills **Education:** + Bachelor's Degree/University degree or equivalent experience + Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Encinitas California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $101,760.00 - $152,640.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 15, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

GENERAL RESPONSIBILITIES The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and investment support. Specific duties include but are not limited to: Representative Training and Development Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools. Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures. Monitors and reinforces representative adherence with network office's business guidelines. Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions. Identify potential opportunities and constraints and assess information to formulate strategies. Craft financial security solution(s) accurately and in the best interest of clients. Share recommendations with representatives and coach to the delivery of a successful client presentation. Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees). Proposal and Case Preparation Prepare Personal Planning Analysis. Prepare Envestnet proposal for Advisory clients. Prepare Morningstar Analysis. Recommend fund portfolio options. Gather information for registered representative's meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports). Account Services and Support Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports. Organize, manage, and coordinate back-office investment account services and support. Thoroughly document case notes, thought process, and analysis, and assumptions. General account servicing as directed by representative. Provide NMIS Operations backup support, as needed. QUALIFICATIONS Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others. Strong organizational and time management skills with the ability to set priorities and meet deadlines. Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment. Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. 2-5 years of financial services experience preferred. Experience in utilizing a planning process or methodology preferred. Experience with both brokerage and advisory platforms preferred. Bachelor's Degree in business, finance and/or equivalent work experience preferred. Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment. Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment. COMPENSATION & BENEFITS Competitive Compensation: Base salary of $60-70k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:The Territory Office Manager plays a critical role in the management of the Territory Office. Expertise is required to effectively interact with customers, sales representatives and other Territory Core Team members. This role is a key member of the Territory Core Team and a valued partner to the Territory Sales Manager (TSM). The Territory Office Manager is responsible for managing the daily operation of the Territory Office and providing direct support to the TSM by adeptly leveraging office systems and procedures. In addition, the Territory Office Manager has Territory-wide responsibilities for providing budget management and formulating existing account management data. Principal Duties and Responsibilities: Office Management (60%): Prioritizes and manages all aspects for the Territory Office, including: maintenance, administration, mailing, shipping, supply and equipment management Creates and manages the weekly territory schedule Determines the technological and equipment needs of the Territory Office and collaborates with Enterprise partners to fulfill those needs Schedules and participates in conference calls with key business partners Drives the planning and implementation of Territory Launch Day events Ensure security, integrity and confidentiality of data and marketing materials housed in the Territory Office Collaborates with territory, regional and Home Office business partners to ensure that business is conducted in a smooth and efficient manner Partner with other Core Team members to support territory recruiting and prospecting goals. Territory Communication & Meeting Planning (25%): Partner with TSM to create territory communication strategy and drive the execution of that strategy, including the creation/preparation of a territory newsletter Partner with the TSM on the territory's account management process using internal reporting Organize and coordinate territory meetings and events, including: communications, logistics, budget and vendor management Coordinate and attend conference calls with key business partners Draft and distribute territory-wide leadership communications in partnership with the TSM Generate and distribute sales reports Create slides and business presentations for delivery by Core Team members Interpret customer inquiries and provide appropriate guidance Assist Territory Sales Manager (15%): Partner with the TSM to manage the TSM's calendar and schedule Share weekly sales reports, prospecting activities and recruiting information Prepare and distribute information for performance management review sessions Schedule and manage TSM business travel and submit expense reports Create proposals for TSM as needed May perform other duties as assigned Job Specifications: Associates Degree or higher with three or more years of experience as an Office Manager or Administrator is preferred Computer skills and proficiency in MS Office (Word, Excel, PowerPoint and Outlook) and other software systems to support office various office operations/communications Excellent time management skills and ability to work independently and prioritize work Strong organizational skills Ability to effectively manage multiple tasks and projects Excellent written and oral communication skills Demonstrates attention to detail Strong problem-solving skills Strong customer service orientation Demonstrates discretion in handling confidential matters #LI-PO1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $57,000.00-$107,800.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Colonial Life

Job Description We're looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the chance to accelerate your path to management and advance within 12 months. New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their goals using a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds. In the Fast Track Management Program, you'll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner. In this role, you'll be responsible for developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Eligibility requirements: MBA completion within the previous 24 months, or Prior management experience Preferred but not required to apply Life and Health License FINRA registrations: Series 6 or 7 and Series 63 Previous sales experience Compensation: $150,000+ commission based Responsibilities: Set our sales strategies and sales objectives to achieve our sales goals Continue company growth by identifying new sales opportunities, emerging markets, and lead generation programs Evaluate the team's sales performance and offer advice on continuous improvement Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success Recruit business-minded & achievement-oriented individuals to help develop New York Life's presence in the San Diego community Qualifications: 3+ years of experience in sales management or in a leadership role in the sales department Bachelor's degree in business or related field Demonstrates a proven track record of success in sales Exemplary communication skills, leadership skills, and analytical skills About Company Awards & Accolades. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry. New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

The Campus Recruiter owns the sourcing, selection, and development of College Financial Representatives in the greater San Diego area. Key responsibilities of this role include building quality relationships at local universities, attending community and campus events, conducting interviews to determine a mutual fit for the Northwestern Mutual internship program, and providing an impactful program experience to enable students to explore a career in financial services. Responsibilities include, but are not limited to: Recruiting • Execute the Network Office internship recruiting and marketing plan to achieve activity & productivity goals. • Build referral network both internally (with colleagues) and externally (in the community and on campus with centers of influence). • Develop strategies for generating qualified leads from sources such as referrals, COIs, internet leads, and campus events. • Establish effective relationships with university professors, department heads, athletic departments, career services, and student organizations. • Actively participate in campus clubs and organizations to promote Northwestern Mutual's internship program. • Promote and share recruiting successes within the office. • Develop and coordinate internship-focused marketing strategies. • Build relationships with other Northwestern Mutual campus recruiters to share leads and best practices. Selection • Master information and language regarding the College Financial Representative career and the selection process. • Review resumes and schedule, conduct, and manage initial and subsequent interviews. • Administer and manage selection profiles for candidates. • Conduct subsequent interviews as needed. • Guide candidates through the selection process, coordinating interviews with team members and leaders. • Maintain the integrity of the selection process and update materials as needed. • Communicate effectively with candidates. • Oversee onboarding for interns, including contracting and licensing. Development • Serve as the central owner of the internship training & development calendar. • Collaborate with the Chief Development Officer, College Unit Director, and College Unit Captain(s) to design, plan, lead, manage, and implement dynamic training and development meetings. • Provide ongoing support through weekly activity coaching for College Financial Representatives, and report progress to leadership team. • Role play language and direct College Financial Representatives to developmental resources as needed. Accountability & Activity Tracking • Maintain database of all recruiting & selection activity, report weekly activity to leadership team. • Utilize supported software to maintain a candidate database and accurate records to ensure efficiency of the selection process. • Coordinate regular (weekly, monthly, & quarterly) meetings with the leadership team. • Prepare activity/results reports for leadership team meetings. • Update and distribute “Recruiting to Our Potential” report weekly. Miscellaneous • Maintain sufficient inventory of all recruiting materials & supplies. • Oversee any pre-contract/onboarding training to be completed by candidate. • Develop programs/contests as needed to enhance recruiting and productivity results. • Participate in company and industry training programs and work to improve the recruiting and selection skills of the entire internship recruiting and leadership team. • Attend weekly, bi-weekly, or monthly recruiter development meetings. • Travel between different district offices and college campuses as required to execute job responsibilities above. QUALIFICATIONS • Bachelor's degree required. • 2-3 years progressively responsible work experience required, preferably in sales, recruiting or financial services industry. • Exceptional communication skills with the ability to build rapport and influence others. • Ability to apply discretion when handling confidential and sensitive information. • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. • Experience with social media and professional networking platforms (e.g., LinkedIn, Handshake) preferred. • Passion for mentorship and helping students realize their career potential. • Willingness to travel within the greater San Diego area and flexible in working hours to accommodate campus events and interviews. This is an in-person position. COMPENSATION & BENEFITS • Competitive Compensation: Base salary of $65-80k with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. • Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. • Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. • Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. • Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. • Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below! Prior Reverse Mortgage Experience is required. Duties and Responsibilities: Effectively manage and process a full pipeline of mortgage loan files Evaluate loan files for regulatory compliance and completeness Accurately review and input pertinent loan data into operational systems Order supplementary vendor products, such as title reports and property appraisals Obtain required underwriting conditions from loan officer and/or loan applicant(s) Utilize FHA Connection to update loan data as needed Communicate pipeline and file status to retail sales channels and management Work closely with all operational departments to establish productive and efficient workflows Complete required checklists and worksheets Experience and Education: Minimum 2 years in reverse mortgage loan processing required Bachelor's degree preferred, but not required Excellent computer skills with the ability to learn new systems Knowledge of MS Office products Strong customer service and time management skills a must Highly motivated and determined to succeed in a competitive, time sensitive industry 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: Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service. 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 401K with a generous employer match Additional Benefits including - Optional Life, FSA, Pet Insurance etc. Free Legal Services Employee Loan Program

The Director of Development (DOD) is responsible for owning the overall training and development infrastructure for advisors with fewer than 5 years of experience in the Downtown San Diego office. The DoD is expected to be knowledgeable regarding activity, productivity, and career milestone expectations for full-time financial advisors and have the skill set necessary to influence behavior and achieve results across all categories. The DoD coaches all advisors in their first 24 months and provides ongoing support, thereafter, serving as the primary relationship touchpoint and positively influencing retention of new advisors. This individual will also engage in the selection process, conveying expectations to candidates and discussing our training platform in detail. The DoD is expected to have significant input and responsibility for enterprise goal creation and tracking. A key leader in the office, the DoD should be prepared to add value in every interaction with new advisors including assigning joint work partners, working thorough mental obstacles, providing language development and sales cycle refinement, conducting trend analysis in an individual's practice, and more. Additional responsibilities may include running leadership meetings, interfacing frequently with mentors, strategically planning and tactically executing, working with and through other members of the Network Office staff, and owning reporting on key performance indicators/goals. Primary Responsibilities Training & Development Oversee training and development initiatives during the candidate selection process. Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams. Become well-versed in the Culture Index and related coaching technique Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed. Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors. Train representatives on CRM software usage and ensure accountability for accurate data entry. Partner with Financial Planning Academy (FPA) and Director of Training to organize training schedules and communicate participant readiness, addressing any gaps or issues. On-going Training Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals. Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement. Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement. Organize and schedule follow-up training sessions throughout the year to reinforce learning and development. Activity Coaching/Board of Review Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives. Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs). Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders. Manage the Board of Review process, ensuring accountability to expectations. Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT. Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report. Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO). Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity Prepare end-of-week coaching summary emails for the leadership team and run activity reports, ensuring continuous communication and feedback loops are maintained Strategic Planning & Liaison Collect and track business data to ensure pacing for individual and collective goals. Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET. Partner with the leadership team to monitor advisors' progress and results; provide recommendations for coaching and mentorship opportunities. Weekly connection and coaching with mentors to align on development strategies. Monitor progress toward and coach advisors to achieve Performance Accelerator Bonus and Performance Pathway Incentives. Joint Work & Mentoring Maintain the joint work list and oversee its use by new advisors. Manage mentor pairings, ensuring mentors are trained and effectively support new representatives. Qualifications & Skills Bachelor's Degree preferred. Five - seven years of professional experience, preferably in the sales or financial services industry. Superior meeting facilitation and presentation skills. Experience coaching and providing feedback to peers. Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach. Effective time management to address multiple priorities at multiple levels. Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality. Superior written and oral communication skills.

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Claims Examiner to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact * Provide technical expertise in directing and resolving Federal Workers' Compensation claims in accordance with best claim practice guidelines. * Utilize investigation, claim handling, litigation, and negotiation skills to ensure timely cost-effective claim settlements and file closure. * Claims could be of unlimited value but utilize independent decision making with reserve and settlement authority up to $150,000. * Provide prompt effective customer service to differentiate AIG from our competitors * Manage indemnity, medical and legal aspects of assigned claims using available resources which include medical management services to manage medical treatment and coordinate use of independent medical evaluations where appropriate * Gather documentation and make a timely recovery submission to DFEC in a complete and efficient manner to ensure full recovery is received What we're looking for: * 2 + years' experience handling workers' compensation claims * Bachelor's degree from a four-year college or university preferred * Ability to make independent decisions within prescribed autonomy limit * Strong (oral/written) communication and interpersonal skills Ready to take your career to the next level? We would love to hear from you. For positions based in San Diego, CA, the base salary range is $64,000 - $79,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. We're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits. #LI-SR1 At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: CL - Claims AIG Claims, Inc.

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Poway California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $83,920.00 - $125,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 14, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. + Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals + Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day + Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) + Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as needed + Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) + Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members + Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi + Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing + Listens carefully to the client and willingly assists with any questions or problems the client has + Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed + Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well + Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. + Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships + Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets + Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers) + Good leadership skills and the ability to motivate others + Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goals + Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed + Assisting and providing coverage for leadership team with leading by example + Provide feedback to management on ways to enhance sales processes and service delivery + Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies + Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed + Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications** : + 2-4 years relevant experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + Sales experience desired + Excellent verbal and written communication skills + Analytical and problem solving skills + Basic computer and digital tools skills + Preferred Skills: Retail experience **Education** : + High School diploma or equivalent ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** La Jolla California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $53,670.00 - $70,030.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 15, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

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.

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. San Diego, CA. 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