Lincoln Financial Group jobs in Scottsdale, AZ - 57 jobs
Scrum Master
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
BH GUARD is seeking a Scrum Master to join our IT Organization to support our agile transformation. As part of our Project Management Office, the Scrum Master will play a key role in coaching teams, implementing, and supporting agile practices and driving continuous improvement. The Scrum Master should have experience fostering a culture of collaboration and ensuring teams operate efficiently.
Key Responsibilities:
Guide and support our IT and Business teams through our agile journey through coaching
Act as a servant leader, removing impediments and enabling the team to focus on delivery
Work closely with stakeholders and cross functional teams to align priorities
Promote agile best practices, tools and processes to enhance team performance and efficiency
Identify and drive process improvements that support agility at both the team and organizational level
Build strong relationships with IT and Business stakeholders
Measure and track agility maturity and key performance indicators
Promote a culture of transparency, accountability and iterative delivery
Qualifications
3+ years of experience as a Scrum Master in an agile environment
Experience leading teams through an agile transformation
Strong understanding of Kanban, Scrum or other agile frameworks
Experience coaching and mentoring agile teams and stakeholders with various levels of agile experience
Strong facilitation and problem solving skills
Background with IT delivery, software development or business process transformation
Familiarity with Monday.com, Azure DevOps
Salary Range
$77,762.70 - $180,082.10 with performance-based bonus potential.
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
$77.8k-180.1k yearly Auto-Apply 5d ago
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Automotive Dealership Controller
Berkshire Hathaway 4.8
Scottsdale, AZ job
Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. These stores offer aggressive compensation packages based on experience. Also, there are highly competitive benefits with an outstanding 401(k) that includes an employer match.
Ideal candidates will have successful automotive controller experience with references available. The position requires leadership qualities with strength in controlling expenses and quality balance sheet skills.
Benefits:
Paid training and development
Company-wide Controller Meetings and Training opportunities
Employee discounts
Career growth opportunities
Medical, dental, and vision coverage
Paid vacation
401(k) with employer match
Responsibilities:
This position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards.
Maintain a documented system of accounting policies and procedures
Oversight of the accounting office personnel along with all aspects of the general ledger and financial statements
Partner with the General Manager to manage the financial results of the dealership
Recommend benchmarks against which to measure the performance of company operations
Responsible for adherence to dealership policies and internal control structure
Proactively manage and safeguard company assets
Actively manage expense structure and vendors
Prepare the daily, weekly, and monthly reports required by the management team
Work with the management staff of the dealership to review the data and prepare reports/analysis as necessary
Qualifications:
The controller candidate should have a Bachelor's degree in accounting or business administration, or equivalent Dealership Controller experience (3+ years preferred).
Must have strong CDK DMS experience
Self-motivated, goal-oriented and enthusiastic presence in a team environment with the ability to lead and influence others
Ability to be analytical, problem solve and multi-task
Experience building strong teams
Consistent and stable work history
Valid driver's license and clean driving record
Professional appearance and work ethic
*All potential employees must pass pre-employment testing including a background check and drug screen
Company Overview: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states. The company sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised auto dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure their dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$96k-121k yearly est. Auto-Apply 60d+ ago
Major Case Adjuster - NY Labor Law Specialist
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Are you a seasoned professional with a knack for navigating complex liability claims? Join our Major Case Unit as a Senior Liability Adjuster, where you'll play a pivotal role in managing high-stakes commercial general liability claims involving litigation and exposures that exceed policy limits.
Key Responsibilities:
Expertly handle large and catastrophic losses, ensuring thorough investigations and effective resolutions.
Analyze construction contracts and insurance policies to identify coverage issues and risk transfer strategies.
Proactively negotiate claims to achieve favorable outcomes for our clients.
Investigate losses with a keen eye for detail, identifying covered and uncovered claims.
Collaborate with panel counsel to develop robust litigation plans and defend our insureds.
Review evidence, reports, and medical records to build strong cases.
Establish indemnity and expense reserves with precision.
Process payments efficiently and accurately.
Conduct interviews with insureds, claimants, and witnesses to gather crucial information.
Qualifications
Minimum 10 years of prior experience adjusting CGL and BOP liability claims
At least 5 years of experience adjusting New York Labor Law claims with an exposure of $500,000 or more
Bachelor's degree required; Attorney license preferred
Ability to understand coverage
Analyze policies of insurance and relevant contracts to address priority of coverage and explore risk transfer strategies
Excellent written and verbal communication skills
Strong organizational and computer skills
Excellent time management skills with the ability to prioritize
Occasional travel to hearings, mediations, trials, and conferences
$32k-37k yearly est. Auto-Apply 7d ago
Professional Liability Adjuster
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Professional Liability Adjuster is responsible for conducting office investigations and adjusting Professional Liability and Error & Omission (E&O), Employment Practices Liability Insurance (EPLI), and Directors & Officers (D&O) Liability claims. The Adjuster is also responsible for, but not limited to:
Investigating losses and identifying coverage issues across Professional Liability, E&O, EPLO, and D&O lines
Obtaining and reviewing evidence, reports, and medical records
Establishing damages and reserves
Processing payments
Taking statements from insured's, claimants, and witnesses
Participating in Mediations
Qualifications
Active attorney license with at least 5 years of professional liability experience
Prior experience adjusting Professional Liability, E&O, EPLI, and D&O claims
Experience with Legal Malpractice preferred
Active Adjuster license is preferred
Strong understanding of employment law and corporate governance as it relates to EPLI and D&O exposures
Excellent written and verbal communication skills
Strong organizational and computer skills
Excellent time management skills with the ability to prioritize
$29k-34k yearly est. Auto-Apply 15d ago
Registered Client Service Associate
Ameriprise 4.5
Phoenix, AZ job
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
Bachelors degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications:
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
$37k-46k yearly est. Auto-Apply 49d ago
Utilization Review Nurse
Berkshire Hathaway 4.8
Scottsdale, AZ job
About us:
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Utilization Review Nurse's duties will include, but are not limited to:
Support internal claims adjusting staff in the review of workers' compensation claims
Review records and requests for UR, which may arrive via mail, e-mail, fax, or phone
Meet required decision-making timeframes
Clearly document all communication and decision-making within our insurance software system
Establish collaborative relationships and work as an intermediary between clients, patients, employers, providers, and attorneys
Utilize good clinical judgment, careful listening, and critical thinking and assessment skills
Track ongoing status of all UR activity so that appropriate turn-around times are met
Maintain organized files containing clinical documentation of interactions with all parties of every claim
Send appropriate letters on each completed UR
Qualifications
Active Licensed Practical Nurse and/or Registered Nurse License
1+ years of utilization review experience at a managed care plan or provider organization
2 + years' clinical experience preferably in case management, rehabilitation, orthopedics, or utilization review
Excellent oral and written communication skills, including outstanding phone presence
Strong interpersonal and conflict resolution skills
Experience in a fast-paced, multi-faceted environment
The ability to set priorities and work both autonomously and as a team member
Well-developed time-management and organization skills
Excellent analytical skills
Working knowledge of: Microsoft Word, Excel, and Outlook
$64k-78k yearly est. Auto-Apply 19d ago
Associate Actuary-Pricing
Berkshire Hathaway 4.8
Scottsdale, AZ job
About us:
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ "Superior" by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match and profit sharing
Generous paid vacation and sick time
Hybrid work schedule (three days in the office, two days from home)
Work/life balance schedule - no nights or weekends/closed for all major holidays
Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after six months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
We are seeking an Actuary (Associate to Director-level) who is interested in making significant contributions to our efforts to transform GUARD into a top tier commercial insurer. In our agile and fast-paced environment, your work will have a direct impact on results. This position is a vocal leader within the department and in working with business partners as we profitably develop and grow our suite of commercial insurance products, including business owners, general liability, and commercial property insurance. The successful candidate will be responsible for completing pricing analyses, making significant contributions to various projects aimed at developing new products, and monitoring and maintaining profitability, and leading, training, and mentoring junior actuarial staff.
**Please note the position will be filled at a level appropriate to the candidate's experience and qualifications.
Responsibilities:
Provide strategic input and collaborate with business partners, such as Claims and Product, to profitably grow our commercial business portfolio
Organize and lead the completion of actuarial analyses for commercial business products, including business owners and GL
Manage multiple assignments independently and simultaneously with a focus on timeliness and accuracy
Ensure appropriate documentation is maintained that allows other actuarial staff members to understand and recreate the work product
Prioritize and drive industry research, studies, and analyses to support actuarial projects
Communicate results, including insights and recommendations within the department, to other departments, and to senior leadership
Train and mentor team members as appropriate and advocate for their continued development
Qualifications
Qualifications:
FCAS, ACAS or near-ACAS with five or more years of actuarial experience and at least two years of actuarial pricing experience required
Exposure to General Liability or Commercial Property Pricing
Exceptional attention to detail to ensure accuracy and reliability of results
Ability to communicate results and assumptions
Experience collecting, analyzing, and interpreting data and model results
Results-oriented with the ability to adjust priorities when necessary
Knowledge of VBA, SQL, Python is preferred
*Applicants must be authorized to work in the U.S. without current or future sponsorship*
Salary Range:
$120,000.00-$190,000.00.
The position can be located in New York City, Philadelphia, PA, Conshohocken, PA or Scottsdale, AZ. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills, and/or training.
$120k-190k yearly Auto-Apply 1d ago
Data Product Manager
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
As a Data Product Manager at GUARD, you will be a trusted partner interfacing with the business, continuously capturing new opportunities, delivering, and realizing business value with data and analytics. In partnership with business domain leads, you will lead the design, implementation, and adoption of valuable and reusable data products. This position is crucial in enhancing our capabilities and achieving impactful business outcomes. As a Data Product Manager, you will play a pivotal role in the success of our innovative approach towards a decentralized and domain-driven data product marketplace.
As a Data Product Manager, you will be:
Engaging with business stakeholders regularly to identify and prioritize new opportunities and translate them into data product designs.
Ensuring alignment of business opportunities and data products with market and regulatory requirements and business goals.
Understanding and addressing user needs throughout the product lifecycle.
Conducting research, user interviews, and providing guidance for product development.
Leading the product discovery phase and creating the initial high-level technical design of data products.
Overseeing the data product team and the entire data product lifecycle across continuous discovery and delivery cycles.
Acting as the primary point of contact between cross-functional teams, data, IT, and business leaders.
Ensuring data quality and implementing governance practices to maintain clean and current data.
Qualifications
For this position, you will need to have:
3+ years of professional work experience.
Experience in both data & analytics, and business fields.
Experience in guiding teams towards desired outcomes.
Proven ability to manage and engage with diverse stakeholders.
Experience in facilitation of workshops and meetings.
Ability to align technical solutions with business strategy.
Propensity to translate expectations and challenges between stakeholders and technical experts.
Proven ability to adapt and solve challenges while working in a constantly changing environment.
Excellent spoken and written communication.
Experience in product management, design and development within the data and AI space is a plus.
Technical fluency towards data and AI is a plus.
Strong understanding of industry trends and insurance knowledge is a plus.
Experience with agile frameworks such as Scrum or Kanban is a plus.
Salary Range
$88,230.60 - $217,946.30 with performance-based bonus potential.
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
$88.2k-217.9k yearly Auto-Apply 6d ago
Head of Growth & Advisor Development
Ameriprise 4.5
Peoria, AZ job
Affirm Wealth Advisors is seeking a senior growth leader to help shape the next chapter of our firm's expansion. This role is designed for an experienced leader who has built, scaled, and led growth within a wealth management environment and wants to play a meaningful role in building something enduring.
If you've already led growth at a high level and are looking for a place where you can build, not just manage, this role may be a strong fit.
About Affirm Wealth Advisors
Affirm Wealth Advisors is a $1.2B wealth management firm with a multi-office presence in Arizona and a long track record as a Chairman's Advisory Council practice within Ameriprise. We are focused on a clear 10-year vision centered on scaling the firm, elevating advisor performance, and building durable growth systems for the long term.
The Role
The Head of Growth & Advisor Development will be responsible for driving organic growth, improving advisor productivity, and building scalable growth systems across the firm. This role reports directly to the CEO and partners closely with leadership, advisors, and marketing to ensure consistent execution and long-term results.
This is a senior leadership role with real influence, intended for someone who has already led at a high level and wants to help shape how a firm grows.
Who You Are:
Senior leader with 10+ years of experience coaching advisors and leading growth within a broker-dealer, RIA, or wealth management firm (former advisor background strongly preferred)
Proven track record of building and scaling growth systems
Comfortable holding advisors accountable and driving performance
Strategic thinker who also enjoys execution
Strong communicator who can influence across leadership, advisors, and partners
Builder mindset with the patience and discipline to create durable systems
Key Job Responsibilities:
Build and lead a structured advisor growth cadence across the firm
Increase advisor productivity and consistency in activity, follow-up, and conversion
Drive firm-wide pipeline discipline and accountability
Lead a weekly execution and accountability rhythm focused on advisor commitments and outcomes
Partner closely with Marketing to align campaigns, lead strategy, and advisor execution, with the opportunity to further integrate growth and marketing functions over time
Develop and maintain growth dashboards and KPIs; proactively identify gaps and recommend adjustments
Coach advisors through 1:1s, performance reviews, and corrective action when needed
Support recruiting efforts and help build a long-term advisor pipeline
Assist with sourcing and advancing potential succession and acquisition opportunities, partnering with the CEO to close transactions and supporting execution post-close
Support onboarding and integration of new advisors
Maintain a regular communication cadence with the CEO and leadership team
What This Looks Like in Practice:
Running weekly growth and execution meetings
Coaching advisors on pipeline health, conversion, and follow-through
Reviewing growth metrics and forecasts to spot issues early
Partnering with Marketing on upcoming campaigns and advisor execution plans
Spending time building relationships with prospective advisors and future partners
Meeting regularly with the CEO to align on priorities, risks, and opportunities
Compensation & Benefits:
Competitive executive-level compensation, including base salary and performance-based incentives. Expected base range of $175,000-$275,000, with total compensation dependent on experience, scope, and impact. Comprehensive benefits package included.
Work Style:
This role requires a high level of in-person leadership and presence, based primarily in the Peoria, AZ office, with periodic travel to other firm locations.
About the Process:
Our hiring process is intentionally thoughtful and selective. Final candidates will be asked to complete a Culture Index assessment as part of the evaluation process.
Affirm Wealth Advisors is an equal opportunity employer. Our Mission Statement is focused on the premise that “Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future.”
How are we different than other financial advisory firms?
It's our culture. A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That's how we differentiate ourselves from others. Because of our culture, we were recently recognized in 2024 as one of Investment News' Best Places to Work for Financial Advisors. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future. In this position you will work with a team that was recognized as one of Forbes Best-in-State Wealth Management Teams from 2023-2025.
Background:
Affirm Wealth Advisors has been a financial advisory practice for more than 30 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Matt MacLean, CFP , ChFC , CRPC , CEO/Private Wealth Advisor is also a member of the Chairman's Advisory Council. He has been named among the Forbes Best-in-State Wealth Advisors, Five Star Wealth Managers and the Phoenix Business Journals Books of Lists for Investment Advisors. Matt's business partner, Steve Harnden, CFP , CPA is also a Private Wealth Advisor and has been named to the Barron's, Financial Times, and Forbes lists of Top Advisors. In addition, our Team includes ten Financial Advisors, a licensed Director of Operations, a licensed Business Development Director, a licensed Investment Manager, four other Client Support Specialists (two licensed), two Operations Managers (one licensed), a Marketing Director, Administrative Assistant and two Directors of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, 2484 E. River Rd. in Tucson and 400 W. Fry Blvd., Ste. 7 in Sierra Vista. You can learn more about our Team at *****************************
Benefits:
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Relocation assistance
Vision insurance
Application Question(s):
Have you managed or coached advisors and sales teams at an executive level? If so, how many direct reports?
Have you held a role where you were responsible for setting growth strategy, not just executing someone else's plan?
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
$82k-100k yearly est. Auto-Apply 7d ago
DevOps Engineer
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
As an DevOps Engineer on our Technology Services Team, you will play a key role in the design, planning, and execution of projects related to GUARD's server, storage, backup, and virtualization environments in the cloud. An ideal candidate should be able to understand and implement public cloud IaaS, PaaS, and SaaS solutions, as well as analyze and resolve complex issues related to these areas. Monitor system performance and capacity and provide proactive remediation. Provide cloud services estimates and identify trends and opportunities for process and technology advancements to critical Infrastructure. Act as a technical escalation point for team members. We are seeking an Infrastructure Engineer to work out of one of these locations: Corporate Office in Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, Chicago, IL, Alpharetta, GA, or Dallas-Fort Worth, TX.
Responsibilities:
Lead and participate in Azure cloud infrastructure projects.
Design and implement infrastructure technical solutions that exhibit high levels of performance, security and scalability, while keeping any risks/impacts to the business in mind.
Develop and implement complex cloud environments, focusing on infrastructure as code (IaC) using tools like Terraform, Pulumi, ARM templates, BluePrint.
Experience with Azure DevOps or Github Actions.
Create, manage, and understand Azure resources such as app gateways, load balancers, storage accounts, Azure Files, app services, NSGs, virtual desktops/pools, backup/polices, Site Recovery, Azure Backup, etc.
Deliver technical leadership in the engineering and architecture of GUARD's server, storage, and cloud infrastructure.
Guide IT Administrators to ensure proper execution of project designs and ongoing conformity to policy.
Ensures infrastructure meets compliance and security standards through audits and tools like Azure Policy.
Ensures disaster recovery / backup solutions are operational, maintained and meeting the business needs.
Ability to diagnose and resolve cloud infrastructure related problems.
Document systems, processes, and/or procedures.
Ability to respond to and investigate security alerts.
Track industry trends and maintain knowledge of new technologies to better serve the enterprises architecture needs.
Demonstrated experience in balancing multiple priorities and managing a variety of projects with strong attention to detail.
Ability to mentor and knowledge share as needed to team members and peers.
Availability after hours for critical systems maintenance\issues.
Participation in On-Call rotation.
Qualifications
5+ years of public cloud (Azure) engineering experience.
Solid understanding and experience with Infrastructure as Code.
Primary focus on security across all areas of responsibility.
Deep understanding of Active Directory, DNS, DHCP, and Windows Server 2016-2022.
Experience with Entra ID, Defender for Cloud, and compliance.
Hands on administrative experience with SIEM technologies
Knowledge of networking and an understanding of traffic flow, subnets, TCP/UDP, and IP communication.
Familiarity with cloud backup and disaster recovery methodologies.
IT service delivery mindset with a friendly and positive attitude.
Excellent communication skills with an ability to articulate complex information in an easy to understand manner.
Salary Range
$65,900.70-$152,611.80 USD
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
$65.9k-152.6k yearly Auto-Apply 1d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Phoenix, AZ job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans
.
And that's just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:The Sales Consultant Associate is in active development to be a marketing and technical expert who represents Unum - educating and motivating other professionals to sell Unum products to their clients in the small case market. The SCA is responsible for building relationships with insurance brokers, agents, and consultants to advise, educate, price, and negotiate the best employee benefit offering for their employer clients. Sales Consultant Associates participate in an extensive development program that includes, among many other components, the assignment of a mentor, participation with an associate group class cohort, and technical/product training.
Principal Duties and Responsibilities
Effectively learn and understand the Unum business environment to support the acquisition and retention of new customers
Acquire a broad knowledge of Unum's group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients
Develop and build relationships with brokers in an assigned territory and/or for an assigned product
Assist in the enrollment process for new and existing customers
Build a pipeline of opportunities to sell and support the acquisition and retention of new customers in the small case market
Work with Quote Unum and Underwriting to effectively understand negotiation and business pricing in the small case market
Build strong broker/distribution partnerships
Build strong sales team partnerships
Gain necessary knowledge to educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings
Assist in preparation and presentation of block reviews for top brokers
During development period, ability to obtain insurance license in states within assigned territory
May perform other duties as assigned
Job Specifications
Bachelor's degree required
Excellent interpersonal, collaboration and presentation skills
Ability to handle multiple, often competing priorities
Highly energized, motivated self-starter who thrives on a challenge and in a fast-paced environment
High level of organization, implementation/execution, and project management abilities
Demonstrate a "can-do" spirit, a sense of optimism and excitement, ownership, and commitment/loyalty
Goal and results oriented
Strong ability to think and implement strategically and tactically
Strong ability to influence and persuade
Strong oral and written communication skills as well as problem solving skills
Ability to work with a team to achieve optimal sales results
Ability to travel on a limited basis
#LI-LR1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$44k-62k yearly est. Auto-Apply 21d ago
Mortgage Loan Processor - Reverse
Mutual of Omaha Mortgage 4.7
Phoenix, AZ job
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
$39k-49k yearly est. Auto-Apply 15d ago
Contact Center Engineer
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
We are seeking a skilled and motivated Contact Center Engineer to join our Technology Services team. This role is responsible for designing, implementing, and maintaining contact center solutions with a strong focus on NICE CXone and related integrations. The ideal candidate will have hands-on experience with cloud-based contact center platforms, API integrations, and a passion for optimizing customer experience through technology.
Responsibilities:
Design, configure, and maintain NICE CXone contact center environments.
Develop and manage integrations between CXone and third-party systems (PCIPal, Proprietary Software Insure Platforms, workforce management tools, etc.).
Collaborate with business stakeholders to gather requirements and translate them into technical solutions.
Monitor system performance and troubleshoot issues to ensure high availability and optimal performance.
Implement IVR flows, call routing strategies, and omnichannel configurations.
Support reporting and analytics initiatives using CXone tools and custom data pipelines.
Maintain documentation for system architecture, configurations, and processes.
Stay current with NICE CXone updates, best practices, and emerging technologies.
Qualifications
Requirements:
3+ years of experience in contact center engineering or related technical role.
Proven expertise with NICE CXone platform (Studio, Admin, Reporting, APIs).
Strong understanding of contact center operations and technologies (IVR, ACD, CTI, WFM).
Experience with RESTful APIs, webhooks, and integration frameworks.
Proficiency in scripting languages (e.g., JavaScript, Python) and data formats (JSON, XML).
Familiarity with third-party systems (PCIPal, Authorize.net, etc.) and their integration points.
Excellent problem-solving skills and attention to detail.
Strong communication and collaboration abilities.
Preferred Skills:
NICE CXone certifications (e.g., Certified Implementation Engineer).
Experience with cloud telephony platforms (RingCentral, Microsoft Teams Voice)
Knowledge of security and compliance standards in contact center environments
Experience with cloud infrastructure (AWS, Azure).
Experience with automation tools and CI/CD pipelines.
Salary Range
$65,900.70-$152,611.80 USD
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
$65.9k-152.6k yearly Auto-Apply 6d ago
Underwriting Consultant
Unum Group 4.4
Phoenix, AZ job
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Underwriting Consultant will demonstrate expert risk evaluation, selection and retention of profitable business within assigned authority limits. This also requires a strong ability to partner with Company sales teams, brokers and all internal partners. This role may also assist with the training, technical development and mentoring of other underwriters. Additionally, the incumbent will lead and influence others in the organization to support change and drive profitable results.
**Principal Duties and Responsibilities**
+ Consult with sales and service partners to provide the products and plan options that best meet the needs of our customers.
+ Evaluate and select risk to ensure the profitable acquisition of new cases and the continued profitable retention of in force cases.
+ Conduct high quality risk assessments on all cases to assure business guidelines, target profit and metrics are met. Identify and analyze risk trends, making recommendations for addressing these
+ Contribute to the development of policies and procedures in support of product development initiatives.
+ Demonstrate a mastery of the Company's product portfolio, the sales, implementation, and enrollment processes, and market place influences
+ Deliver dependable, accurate, and timely service while maintaining relationships with internal and external partners
+ Act as a technical resource for junior underwriters and provide developmental feedback on case level decisions within the context of a mentoring relationship
+ Act as a mentor and coach, providing input to management regarding mentee performance
**Job Specifications**
+ Bachelors degree or equivalent, relevant business experience
+ Demonstrated, consistent proficiency at Senior Underwriter level
+ Mastery of product provisions, plan designs, pricing and contractual benefits
+ Excellent technical expertise in risk selection
+ Demonstrated strong understanding of top-line and bottom-line objectives
+ Exhibit complete understanding of sales/distribution process and market trends
+ Strong mentoring and coaching skills
+ Strong creative problem solving skills
+ Strong critical thinking/analytical reasoning skills
+ Excellent communication skills, both verbal and written
+ Strong organizational skills and ability to handle multiple priorities
+ Highly skilled in persuasiveness and negotiation
+ Demonstrated ability to work both independently and in a team environment
+ Exhibit a strong commitment to quality and personal ownership of results
\#LI-JQ1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$63,500.00-$120,000.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$63.5k-120k yearly 60d+ ago
Small Business Sales Director - Phoenix
Unum Group 4.4
Phoenix, AZ job
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans
.
And that's just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:General Summary
The Small Business Sales Director is responsible for identifying and implementing best practice sales processes and activities to assist Small Business Consultants achieve sales performance goals. The incumbent will contribute to execution of the sales objectives and strategies of the Small Business Consultant teams to attain maximum sales revenue and profitability consistent with the Unum's objectives in the small business segment.
Principal Duties and Responsibilities
Develop best practice processes & activities to support Small Business Consultants to achieve small business sales performance goals
Execute on Standard Operating Procedures, as well as manage adoption and effectiveness of those procedures, for Small Business Consultants to achieve sales efficiency and create consistency through thirty office locations
Contribute to performance of Small Business Consultants through proven coaching and development techniques
Assist Small Business Consultants with maintaining relationships, negotiating and closing deals.
Focus on developing processes and small business sales methods that meet customer requirements, establish long term relationships, and achieve highest levels of broker and customer satisfaction.
Leverage dashboards and reporting to measure progress and ensure sustained success
Partners with Unum Field office leaders to ensure alignment around maximizing overall sales results in each territory and alignment around recruiting of new talent into the SBC role and creating career path planning into other field or office roles
Responsible for recruiting and hiring Small Business Consultants in partnership with field DMDs and MDs
Responsible for planning, assigning, directing and assessing work focusing on improving close ratios and maximizing opportunities and performance
Advises management of any breakdown in communication or potential loss of sales/service, recommends options and ensures action is taken.
Continually improve Small Business Consultants process through constant examination of efficiency and close rate.
Small Business Sales Director must be based at the hub location.
Performs other related duties as assigned.
Job Specifications
Bachelor's degree with 5+ years' experience in sales performance management preferred.
Previous experience with Unum in a sales capacity or in a similar industry is preferred.
Proven track record of personal success in sales generation and/or sales process management.
Must be strategic-minded, able to take in information from multiple sources and circumstances and formulate an overall solution or decision to resolve problems and/or offer direction to sales consultants.
Ability to build relationships with peers, cross-functional counterparts, and upper management; Committed to helping others be successful.
Skilled in uniting a team under a shared vision, collaboration, influencing and motivating each member with and without authority.
Ability to use data-driven reports to direct sales coaching sessions and empower sales consultants to take ownership of their opportunity pipelines.
Understanding of the competitive forces influencing the landscape of the insurance market and proactively deploy alternative sales strategies as appropriate.
Strong understanding of customer viewpoint and provides excellent customer service.
Experience successfully working in a metric driven environment required.
Demonstrated ability to gain the attention and respect of others.
Proven ability to make sound business decisions and deliver results.
Strong interpersonal, communication and negotiation skills - both written and verbal.
Leadership and organization skills; ability to prioritize and effectively manage time.
High capacity for work, adaptability and resilience is a must.
Expert skills on Excel, Word, PowerPoint and Outlook is essential.
#LI-LR1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$98k-123k yearly est. Auto-Apply 2d ago
Experienced Loan Officer - Consumer Direct
Mutual of Omaha Mortgage 4.7
Scottsdale, AZ job
Join the winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years!
Mutual of Omaha Mortgage is a full service lending division offering a complete line of residential mortgage, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Mortgage Loan Originators with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring.
Website: *******************************
The Work:
At Mutual of Omaha Mortgage, Loan Officers are trained to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs.
The Person:
Is energetic and outgoing, with excellent communication skills and who's able to be persuasive, has good character and integrity.
Connects quickly with consumers and builds rapport with potential clients
Exceptional written and verbal communication skills, including excellent follow up capabilities.
Strong ability and passion for closing deals and negotiating
Possess the ability to quickly identify customer's goals and objectives
Is an ambitious professional who is motivated by the opportunity for advancement
Flexible and adaptable, learns and reacts quickly in a fast paced environment; able to multi-task
Strong sense of urgency and initiative to get things done
Ability to handle high volume of phone calls
Basic computer skills and data entry
Sales experience preferred.
College degree preferred, but not mandatory
The Perks:
One of the best consumer direct compensation plans in the market
Unstoppable marketing machine with LEADS, LEADS, LEADS
Ongoing sales training, teaching the most innovative sale methods and daily sales coaching
Incentive plans, competitions, company paid trips and contests
Continuous on-going training and internal growth
Extensive product line - products other lenders don't have.
Average Income of a Senior Loan Officer is typically between $150,000 and $200,000 a year, with elite LO's making well over $500,000!
Being a part of a dynamic and collaborative corporate culture that drives you to succeed!
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
$60k-73k yearly est. Auto-Apply 60d+ ago
Data Engineer
Berkshire Hathaway 4.8
Scottsdale, AZ job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
We are hiring a hands-on senior level Data Engineer to build trustworthy, well governed data products and turn them into insights that drive underwriting, claims, product, distribution, and operations for the organization. You will collaborate directly with business leaders to translate questions into curated datasets, intuitive Power BI models, analytic insights and clear narratives that influence decisions. You'll context switch comfortably between data & analytic engineering and meeting with business stakeholders to understand their processes and needs.
Key Responsibilities:
Collaborate closely with cross-functional teams; including Underwriting, Product, Claims, Finance, and Distribution/Operations- to transform business questions into clearly documented requirements and actionable data solutions.
Model and publish curated, analysis ready datasets, semantic models in Power BI or analytics delivery that illuminate small commercial metrics.
Continuously learn and expand business knowledge to proactively produce automated analytic solutions to business challenges.
Design, develop, and maintain scalable ELT/ETL pipelines and lakehouse structures in Microsoft Fabric; Follow platform standards, optimize for performance, reliability, and cost.
Follow and implement documentation standards, governance and data quality controls across datasets.
Use Azure DevOps (ADO) for CI/CD and version control (branching, pull requests, release pipelines) to harden delivery and improve repeatability.
Document technical architecture and workflows with clear diagrams and runbooks to accelerate onboarding and reduce operational risk.
Qualifications
Qualifications:
Bachelor's degree in computer science, information technology, or a related field.
5-10 years of experience in data engineering or a related role within the P&C insurance space
Proficiency in Microsoft Fabric a significant plus.
Exposure to Azure DevOps (ADO) and CI/CD practices.
Strong SQL, Python and data modeling skills.
Experience with cloud platforms, preferably Azure.
Excellent problem-solving and analytical skills.
Strong communication and collaboration abilities.
Preferred Skills:
Experience with big data technologies such as Hadoop, Spark, or Databricks.
Knowledge of data warehousing concepts and tools.
Familiarity with programming languages such as Python or Scala.
Understanding of data security and compliance requirements.
*Applicants must be authorized to work in the U.S. without current or future sponsorship*
Salary Range:
$100,000 - $160,000. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$100k-160k yearly Auto-Apply 20d ago
Development Manager - Arizona GO
New York Life Insurance 4.5
Phoenix, AZ job
New York Life's primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations.
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
This position will support the Arizona GO.
What You'll Do:
Drive, monitor and assist New Org Agent retention and production efforts.
Properly implement NYLIC University's Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.
What You'll Bring:
Bachelor's Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63
Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational assistance
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners
Pay Transparency
Salary Range: $60,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93208
$60k-85k yearly 10d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Gilbert, AZ job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.