LTC Technical Claims Consultant
Remote
Provides technical expertise for assigned product line(s) in the handling of complex, contestable, sensitive and large benefit amount claims.
Primary Duties & Responsibilities:
Responsible for providing technical expertise to applicable product line claims division in the handling of complex, contestable, sensitive and large benefit amount claims. This includes responsibility for claims administration, compliance with applicable laws and regulations, ensuring claim handling standards/best practices and administration of claims in accordance with the company's claim philosophy.
Uses extensive financial, medical, legal, claims and/or state requirement knowledge to provide technical assistance and direction to the staff in interpreting and analyzing pertinent facts associated with large dollar and contestable claims referrals by claims staff.
Provides technical, consultation to staff to assist with their review of claims, appeals and complaints.
Responsible for facilitating, case clinics, rounding, review of claim denials, appeals, depositions and claim settlements
Provides prompt case review and initiates decisive action on claim approvals, denials and appeals of denied claims referred from the teams.
Serves as a liaison with the Law Department, initiating and reviewing requests for legal opinions and assisting the staff in the application of legal opinions that are received. This may include assistance in preparing for Alternate Dispute Resolution or litigation and gathering and presenting evidence and/or providing deposition or appearing as a court witness.
Assists in the continued development of Claims Analysts, Specialists and Consultants by providing technical guidance, training, feedback, recognition and encouraging empowerment, aimed at enhancing their expertise in claims analysis.
Proactively works to influence and motivate others while creating a climate that fosters customer focus and continuous
learning and improvement.
Participates in other departmental projects and in the department's management of assigned product line(s) claim unit.
Serves as product line subject matter expert for new contract introductions, regulatory routings and projects impacting claims handling.
Continuous Improvement and Innovation
Participate in continuous improvement initiatives to enhance claims processes, reduce turnaround times, and improve accuracy.
Assist with special projects to support the business.
Embrace and advocate for new technology, educating beneficiaries and field representatives.
Support digital capabilities and adapt positively to changing environments and new situations.
Qualifications
College degree or equivalent combination of education and experience five+ years' experience working with medical and or claims/underwriting.
In depth knowledge and understanding of the high dollar and contestable claims.
Ability to think clearly, logically and exhibit sound judgment in high stress situations.
Strong working knowledge of one of more of the following areas: disability income and life waiver of premium claims, death claims or long term care claims, including policies and products, guidelines and regulatory requirements related to the specific product line.
Excellent judgment and decision-making skills.
Excellent verbal and written communication skills.
Proven ability to lead others formally or informally, work effectively outside of silos with others, mentor and develop others.
Consummate skill in the techniques of claim administration.
Ability to analyze multiple facts surfacing in contestable and controversial claims and arrive at a logical conclusion based on
those facts.
Possesses broad to extensive knowledge of medical terminology, legal terminology, familiarity with underwriting principals and procedures, basic accounting principles and other current developments in claim administration
Required Skills:
Change Management (NM) - Intermediate
Attention to Detail (NM) - Expert
Problem Management (NM) - Advanced
Learning Agility & Critical Thinking (NM) - Advanced
Information Gathering (NM) - Advanced
Data Application (NM) - Advanced
Claims Acumen (NM) - Advanced
Coaching & Mentoring (NM) - Intermediate
Business Acumen (NM) - Intermediate
Training, Educating & Awareness (NM) - Intermediate
Change Adaptability (NM) - Advanced
Adaptive Communication (NM) - Advanced
Analytical Thinking (NM) - Advanced
Legal Collaboration (NM) - Advanced
Prioritization (NM) - Advanced
Insurance Acumen (NM) - Advanced
Insurance Contract Management (NM) - Advanced
Decision Making (NM) - Expert
Empathetic Communication (NM) - Advanced
Customer Centricity (NM) - Expert
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplySolutions Management Consultant - Life Company Direct Distribution Team
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
Collaborates with specialists to evaluate and/or present solutions and related advice.
Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
Advanced knowledge of life insurance products to include term, permanent, and health solutions.
Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
Knowledgeable in the applications of Agile processes and procedures.
Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current / Active FINRA Series 7
Current / Active Life/Health license
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
Previous leadership experience with strong feedback delivery skills
Proven track record of coaching others and driving successful behaviors.
Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
Experience building relationships and working in a matrixed environment.
Strong facilitation skills and experience building presentations.
Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Compensation range: The salary range for this position is: $103,450 - $197,730
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyPrincipal Workforce Strategy Consultant
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Shape the Future as a Principal Workforce Strategy Consultant! This pivotal role requires a strategic thinker who can analyze external trends, understand complex business strategies, and translate them into actionable workforce plans. You will indirectly lead a consulting team and drive workforce transformation in the financial services industry. You'll collaborate with key stakeholders to co-create innovative solutions that leverage AI and drive efficiency. If you're passionate about challenging the status quo, possess strong systems thinking skills, and excel at creating clarity from complexity, we encourage you to apply.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in the San Antonio, TX office.
Relocation assistance is available for this position.
The Work Ahead
Indirect team leadership: Lead and mentor a consulting team, leveraging subject matter experts to develop and deliver impactful workforce strategies. Ensure successful execution against agreed-upon plans and objectives.
Talent Strategy: Drive the co-creation of comprehensive talent strategies, including build/buy/borrow/bot models, workforce blueprints, and integrated annual delivery plans encompassing organizational, role, process, and skill development.
Strategic Workforce Planning: Spearhead the development and execution of long-term workforce strategies aligned with the business' goals.
Trend Analysis & Insights: Analyze external trends, macroeconomic factors, and industry best practices to identify workforce opportunities and challenges.
Stakeholder Collaboration & Co-creation: Partner with business leaders, HR, Finance, Technology and Strategy teams to co-create workforce strategies and plans that address specific business needs.
Workforce Transformation: Define and deliver consulting activities (job analysis, role design, skills identification, etc.) tailored to the business line. Partner with Learning, Talent Acquisition, and Technology teams to develop learning journeys, hiring plans, and AI/automation solutions to optimize the workforce.
Solution Development & Implementation: Develop and implement innovative workforce solutions that improve organizational performance, enhance employee skill proficiency and performance, and drive business results.
AI & Technology Integration: Explore, evaluate, and integrate AI-powered tools and technologies to enhance workforce planning processes, improve efficiency, and drive scalability.
Change Management Leadership: Lead change management efforts to ensure successful adoption of new workforce strategies and processes, focusing on overcoming resistance and fostering buy-in.
Project Management: Manage complex projects from initiation to completion, ensuring on-time delivery and effective results.
What you'll do:
Leads and mentors a consulting team, leveraging subject matter experts to develop and deliver impactful workforce strategies. Ensures successful execution against agreed-upon plans and objectives.
Act as a key strategic partner to HRBPs, providing expert guidance and support in developing and implementing workforce strategies that address specific business needs.
Drives the co-creation of comprehensive talent strategies, including build/buy/borrow/bot models, strategic workforce blueprints, and integrated annual delivery plans encompassing organizational, role, process, and skill development.
Spearheads the development and execution of long-term workforce strategies aligned with the business' goals.
Analyzes external trends, macroeconomic factors, and industry best practices to identify workforce opportunities and challenges.
Partners with business leaders, HR, Finance, Technology and Strategy teams to co-create workforce strategies and plans that address specific business needs.
Defines and delivers consulting activities (job analysis, role design, skills identification, etc.) tailored to the business line. Partners with Learning, Talent Acquisition, and Technology teams to develop learning journeys, hiring plans, and AI/automation solutions to optimize the workforce.
Develops and implements innovative workforce solutions that improve organizational performance, enhance employee skill proficiency and performance, and drive business results.
Explores, evaluates, and integrates AI-powered tools and technologies to enhance strategic workforce planning processes, improve efficiency, and drive scalability.
Leads change management efforts to ensure successful adoption of new workforce strategies and processes, focusing on overcoming resistance and fostering buy-in.
Manages complex projects from initiation to completion, ensuring on-time delivery and effective results.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
10 or more years of progressive experience in consulting, with a proven track record of developing and implementing successful workforce strategies, organizational designs, and/or human capital management initiatives, preferably within Fortune 500 financial services organizations
Deep subject matter expertise in organizational effectiveness, business process optimization, role design, skill identification, change leadership, organizational and systems design, cultural integration, and high-performance teams
Proven ability to translate business strategy into actionable workforce plans and deliverables within the financial services industry
Deep understanding of external trends, macroeconomic factors, and industry best practices related to the workforce, preferably in financial services
Strong analytical and problem-solving skills, with the ability to develop creative and innovative solutions that address the unique challenges of the business
Excellent communication, presentation, and interpersonal skills, with the ability to influence and persuade stakeholders at all levels
Strong quantitative aptitude and experience with data analysis, insights, and influencing
Comfortable challenging the status quo and driving transformation initiatives
Proven ability to think systemically and translate complexity into clarity
Experience leveraging AI tools to drive efficiency and scalability
What sets you apart:
15+ years of progressive experience in consulting, with a proven track record of developing and implementing successful workforce strategies, organizational designs, and/or human capital management initiatives, preferably within Fortune 500 financial services organizations
Experience with Design thinking and Agile ways of working
Compensation range: The salary range for this position is: $143,320.00 - $273,930.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyFinancial Planning Business Consultant
Remote
Primary Duties and Responsibilities
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.
Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.
Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.
Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Drive the achievement of the goals for the Planning and Wealth Consulting Team.
Other responsibilities may be assigned as necessary.
Qualifications
Series 7 required.
Bachelor's degree in business, finance or related field.
Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
Confidence in counseling representatives on a variety of proactive approaches and solutions.
Strong analytical skills, problem solving, attention to detail and accuracy.
Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Passionate about Northwestern Mutual Financial Planning process, products and services.
Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software.
Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective.
3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplySr. Organization & Talent Development Consultant
Remote
Note: This is a Director-level individual contributor role with informal leadership responsibilities.
As a Senior Organization and Talent Development Consultant, you will use specialized knowledge and skills acquired through experience and training to serve as a strategic partner with HR Business Partners and business leaders. You will provide professional guidance and support in the areas of talent management, organizational development, change management, and leadership development.
Essential Duties and Responsibilities:
Develop partnering relationships with HR Business Partners and senior executives throughout the organization, building high levels of professional credibility and mutual trust, and ensuring that internal clients have access to high-quality advice and guidance to support in delivering business strategy and plans.
In collaboration with HR Business Partners, take a data-driven approach to consult with senior leadership teams to diagnose organizational and talent needs and identify solutions to ensure the business has the talent and capabilities required to achieve current and future success.
Partners with HR Business Partner teams and other HR COEs to take a data-driven approach to assess needs and identify the talent management solutions and/or organization development interventions. These solutions and interventions include performance management, succession planning, high-potential identification, leadership development, strategic planning, organization design, change management, and team effectiveness.
Consult with HR Business Partners and business leaders on the detailed design and delivery of substantial organizational effectiveness initiatives, ensuring integration with other disciplines/functions; build management commitment and use structured change management methodologies to drive acceptance of change and to embed desired culture and behaviors.
In conjunction with HR Business Partners, utilize facilitation skills to conduct talent and/or organizational capability building sessions, including succession planning, talent review, performance calibration, organizational review, and design sessions
Lead/participate in enterprise-wide initiatives related to talent management, leadership development, organization development and change, and engagement.
Optimize talent management systems, standards, and tools aligned with customer needs to obtain workforce performance, desired culture, and individual effectiveness.
Provide input to the strategic evolution of talent management processes.
Stays abreast of the latest developments in management, leadership, and organizational development areas to serve as a subject matter expert and consult to the organization regarding critical people issues.
Partners with outside consultants and negotiates cost-effective programs as required.
Prepares and delivers written and oral presentations and proposals to management.
Performs other duties and responsibilities as assigned.
Intermediate Knowledge of:
Talent processes (e.g., performance management and succession planning).
Development solutions (e.g., coaching, 360 feedback, development plan creation, competency design, development program design).
Organization design and change management methodologies
Program and project management and business process methodologies
Skill in:
Consulting to assess, recommend, and implement organization and talent solutions that align with the business objectives.
Applying expertise to act as the organizational authority on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Applying talent management strategies that are effective and relevant to the business.
Communicating effectively and tactfully with all levels of management.
Developing effective relationships with business partners and human resources partners.
Influencing others and outcomes.
Adapting to and leading organizational change.
Coaching to assist leaders and associates in reaching their full potential.
Facilitating talent review sessions and leadership development courses.
Preparing and delivering written and oral presentations and proposals.
Operating standard office equipment and using required software applications.
Ability to:
Manage multiple priorities and multitask.
Build relationships and interact with all levels of management and associates.
Lead and adapt to change.
Deal with ambiguity and create a process and structure where it does not currently exist.
Manage medium to large projects independently while balancing daily required tasks.
Maintain confidences, use sound judgment, and exercise discretion to ensure the integrity of talent processes.
Communicate across broad audiences at all levels.
Partner with other functional areas to accomplish objectives.
Work independently as well as collaboratively within a team environment.
Educational/Previous Experience Requirements:
A Master's Degree, ideally in Industrial/Organization Psychology or Human Resource Management, is preferred, with a minimum of ten (10) years in talent management or a related field.
Licenses/Certifications:
None Required
Education
Master's: Human Resources Management, Master's: Industrial Psychology
Work Experience
General Experience - 10 to 15 years
Certifications
Salary Range
$130,000.00-$150,000.00
Travel
Less than 25%
Workstyle
Remote
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-RO1
Auto-ApplyFinancial Plng & Consulting Sr Spec
Remote
SummaryAssist in driving successful outcomes in the implementation of the Northwestern Mutual planning philosophy with existing advisors and new recruits who join Northwestern Mutual. Engage with advisors through various channels including primarily an inbound phone queue, virtual consultations, virtual presentations, as well as in person. Spend significant time virtually and in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, participate in large events, present training content in group settings, and may represent Financial Planning Consulting at field events or within the home office. Primary Duties and Responsibilities:
Assist in the driving of Key Performance Indicators for the Financial Planning and Consultation team with your assigned target audience.
Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors.
Engage with advisors and staff through an inbound phone queue to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation).
With the guidance of leadership, educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption, and help influence risk and investment product sales.
With the guidance of leadership, innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.
With the guidance of leadership, provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools, and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.
Possibility to have in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.
Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FactFinder, etc.
Be available to build financial plans for the advisor on an as-needed basis.
Escalate feedback to leadership and/or appropriate partners to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.
Qualifications
Minimum Requirements:
3+ years professional work experience in the financial services industry.
Series 7 or obtained within 6 months.
Able to travel in assigned region approximately 10-20%.
Base knowledge of financial services products and financial planning.
Base knowledge and application of consultation skills.
Ability to work through, and escalate when needed, complex issues to management and subject matter experts.
Able to partner with team members on projects and various workstreams in regard to improvement process.
Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.
Creative problem-solving capabilities.
Focused on outcomes v. process (delivers on what matters most).
Passionate about Northwestern Mutual Financial Planning process, products and services.
Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective.
Desirable Requirements:
Client facing financial planning experience preferred.
Series 7 - FINRAFINRA
Compensation Range:
Pay Range - Start:
$60,340.00
Pay Range - End:
$112,060.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyCasualty Risk Consultant
Chicago, IL jobs
Why Join Risk Consulting at AIG?
Risk Consulting at AIG is about teamwork! It is about utilizing your resources, working together to solve real world problems, and making a positive impact on our client's futures. When asked, “why do we enjoy what we do?” The answer is simple, the people.
The role of a Field Risk Engineer is core to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Field Risk Engineers are responsible for working with clients to identify and mitigate risks to their business such as fire, flood, windstorm, equipment breakdown etc.
A Day in the Life
Looking for variety and a challenge? Property loss prevention surveys range in size and scope. One day you may be looking at a metal working facility, the next, a university campus. The key to success isn't about being the expert in every occupancy, it's about building trust and cross-functional relationships with stakeholders through effective communication. After the survey is complete, it's time to tap into your strong analytical skills. Utilizing internal and external guidelines, leading edge tools and methodologies you develop loss prevention solutions to any identified hazards. Need that occupancy expertise after all? We have a Technical Integration Group as well as a vast team with years of experience to provide training, mentorship, and collaboration.
Our Field Risk Engineers receive a wide range of benefits including the freedom to manage their own schedules, ability to work from home; as well as many other company wide benefits like continued education and tuition reimbursement, 401(K), maternity/paternity leave, volunteer time off, and a strong sense of community!
What You'll Need
o Bachelor's degree in Science, Technology, Engineering or Mathematics
o Minimum eight (8) years of highly protected risk, specialized industry and/or boiler and machinery field experience
o Knowledge of a wide range of occupancies
o Strong communicator (both oral and written)
o Position is expected to travel and attend meetings at various office, field, and construction sites
Job Responsibilities:
o Travel (~25% overnight) to conduct property loss prevention surveys at power generation facilities
o Determine building construction and assess the impact of plastics on construction
o Analyze water supplies and sprinkler system demands to determine water supply and sprinkler system adequacy
o Identify occupancy hazards and assess the adequacy of their protection features
o Identify and assess the impact of external exposures on a facility
o Determine fire and natural catastrophe loss estimates for a facility
o Conduct consultative visits at customer facilities
o Conduct plan reviews
o Witness fire protection equipment testing
o Document survey results in a data-driven report writing application
o Mentor and train lesser experienced staff
For positions based in Illinois, the base salary range is $110,000-$125,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here 2025 Benefits Summary
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
Functional Area:
UW - UnderwritingAIG PC Global Services, Inc.
Auto-ApplySenior Consultant, Risk Engineering
San Antonio, TX jobs
Sr Consultant Risk Engineering - KR08DEConsultant II Risk Engineering - KR08ME We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Do you have a passion for identifying risks? Are you a practical thinker who's driven to help others? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford. As a Risk Engineering Consultant at The Hartford, your primary role will be to protect the future of and ensure profitability for The Hartford, its business partners, and agents through timely delivery of industry-leading safety and risk management solutions This role offers a remote work arrangement but requires the candidate to reside in or near the DFW area to effectively support regional operations and clients. The position can be hired at various levels depending on background and experience.
RESPONSIBILITIES:
+ Prepare and deliver clear, data-driven reports and presentations to clients, agents, and internal stakeholders.
+ Conduct comprehensive risk assessments and surveys across all lines of insurance coverage, including large, multi-location accounts.
+ Recommend risk mitigation strategies tailored to client needs.
+ Develop and implement service plans using data analysis and digital tools.
+ Lead risk services for complex accounts, ensuring consistency, quality, and alignment with client and business objectives.
+ Provide advanced consultation, including operational loss analysis, accident investigations, and exposure-specific service initiatives.
+ Actively participate in special projects (e.g., Biotech, Technology, Industry Expertise) and work to become a Subject Matter Expert in one technical discipline, as appropriate.
+ Collaborate cross-functionally with technical managers, subject matter experts, and other departments to deliver superior service and innovative solutions.
+ Identify opportunities to expand Risk Services offerings, supporting pipeline and fee sales initiatives.
+ Engage in continuous learning and professional development to stay current with industry trends, emerging risks, and innovative practices.
+ Mentor and coach less experienced engineers and contribute to team knowledge sharing.
QUALIFICATIONS:
+ High school diploma required; BA/BS degree strongly preferred, with coursework focused on Occupational Safety and Health Studies, Fire Sciences, Pure Sciences, Engineering, Environmental Health, Industrial Hygiene, or related subjects.
+ Minimum of 5 years of progressive experience in a safety, risk control, or loss prevention role within insurance or manufacturing industries.
+ Ability to achieve or maintain at least one professional safety certification/designation (e.g., CSP, CIH, CPCU, CFPS, ARM, OHST).
+ Proven ability to independently manage survey and service assignments across all lines of business, including property, general liability, workers' compensation, and auto.
+ Strong consultative and analytical skills, including the ability to interpret loss data, identify trends, and develop targeted service strategies.
+ Advanced communication and presentation skills, including the ability to prepare detailed technical reports, service plans, and business correspondence.
+ Experience delivering presentations to internal stakeholders and external clients.
+ Self-motivated, highly organized, and able to manage multiple priorities in a dynamic, fast-paced environment.
+ Strong team player with a collaborative mindset and ability to build effective working relationships across departments.
+ Demonstrated ability to embrace change, adapt to evolving business needs, and leverage innovative tools and methodologies to enhance service delivery and client outcomes.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other standard business applications; experience with risk assessment software, data visualization tools, or CRM platforms is a plus.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$102,400 - $153,600
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
Sr. Consultant Risk Engineering
San Antonio, TX jobs
Sr Consultant Risk Engineering - KR08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Do you have a passion for identifying risks? Are you a practical thinker who's driven to help others? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford. As a Risk Engineering Consultant at The Hartford, your primary role will be to protect the future of and ensure profitability for The Hartford, its business partners, and agents through timely delivery of industry-leading safety and risk management solutions This role offers a remote work arrangement but requires the candidate to reside near the Austin or San Antonio area to effectively support regional operations and clients. The position can be hired at various levels depending on background and experience.
RESPONSIBILITIES:
+ Prepare and deliver clear, data-driven reports and presentations to clients, agents, and internal stakeholders.
+ Conduct comprehensive risk assessments and surveys across all lines of insurance coverage, including large, multi-location accounts.
+ Recommend risk mitigation strategies tailored to client needs.
+ Develop and implement service plans using data analysis and digital tools.
+ Lead risk services for complex accounts, ensuring consistency, quality, and alignment with client and business objectives.
+ Provide advanced consultation, including operational loss analysis, accident investigations, and exposure-specific service initiatives.
+ Actively participate in special projects (e.g., Biotech, Technology, Industry Expertise) and work to become a Subject Matter Expert in one technical discipline, as appropriate.
+ Collaborate cross-functionally with technical managers, subject matter experts, and other departments to deliver superior service and innovative solutions.
+ Identify opportunities to expand Risk Services offerings, supporting pipeline and fee sales initiatives.
+ Engage in continuous learning and professional development to stay current with industry trends, emerging risks, and innovative practices.
+ Mentor and coach less experienced engineers and contribute to team knowledge sharing.
QUALIFICATIONS:
+ High school diploma required; BA/BS degree strongly preferred, with coursework focused on Occupational Safety and Health Studies, Fire Sciences, Pure Sciences, Engineering, Environmental Health, Industrial Hygiene, or related subjects.
+ Minimum of 5 years of progressive experience in a safety, risk control, or loss prevention role within insurance or manufacturing industries.
+ Ability to achieve or maintain at least one professional safety certification/designation (e.g., CSP, CIH, CPCU, CFPS, ARM, OHST).
+ Proven ability to independently manage survey and service assignments across all lines of business, including property, general liability, workers' compensation, and auto.
+ Strong consultative and analytical skills, including the ability to interpret loss data, identify trends, and develop targeted service strategies.
+ Advanced communication and presentation skills, including the ability to prepare detailed technical reports, service plans, and business correspondence.
+ Experience delivering presentations to internal stakeholders and external clients.
+ Self-motivated, highly organized, and able to manage multiple priorities in a dynamic, fast-paced environment.
+ Strong team player with a collaborative mindset and ability to build effective working relationships across departments.
+ Demonstrated ability to embrace change, adapt to evolving business needs, and leverage innovative tools and methodologies to enhance service delivery and client outcomes.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other standard business applications; experience with risk assessment software, data visualization tools, or CRM platforms is a plus.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$102,400 - $153,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
Senior Consultant, Risk Engineering
Frisco, TX jobs
Sr Consultant Risk Engineering - KR08DEConsultant II Risk Engineering - KR08ME We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Do you have a passion for identifying risks? Are you a practical thinker who's driven to help others? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford. As a Risk Engineering Consultant at The Hartford, your primary role will be to protect the future of and ensure profitability for The Hartford, its business partners, and agents through timely delivery of industry-leading safety and risk management solutions This role offers a remote work arrangement but requires the candidate to reside in or near the DFW area to effectively support regional operations and clients. The position can be hired at various levels depending on background and experience.
RESPONSIBILITIES:
+ Prepare and deliver clear, data-driven reports and presentations to clients, agents, and internal stakeholders.
+ Conduct comprehensive risk assessments and surveys across all lines of insurance coverage, including large, multi-location accounts.
+ Recommend risk mitigation strategies tailored to client needs.
+ Develop and implement service plans using data analysis and digital tools.
+ Lead risk services for complex accounts, ensuring consistency, quality, and alignment with client and business objectives.
+ Provide advanced consultation, including operational loss analysis, accident investigations, and exposure-specific service initiatives.
+ Actively participate in special projects (e.g., Biotech, Technology, Industry Expertise) and work to become a Subject Matter Expert in one technical discipline, as appropriate.
+ Collaborate cross-functionally with technical managers, subject matter experts, and other departments to deliver superior service and innovative solutions.
+ Identify opportunities to expand Risk Services offerings, supporting pipeline and fee sales initiatives.
+ Engage in continuous learning and professional development to stay current with industry trends, emerging risks, and innovative practices.
+ Mentor and coach less experienced engineers and contribute to team knowledge sharing.
QUALIFICATIONS:
+ High school diploma required; BA/BS degree strongly preferred, with coursework focused on Occupational Safety and Health Studies, Fire Sciences, Pure Sciences, Engineering, Environmental Health, Industrial Hygiene, or related subjects.
+ Minimum of 5 years of progressive experience in a safety, risk control, or loss prevention role within insurance or manufacturing industries.
+ Ability to achieve or maintain at least one professional safety certification/designation (e.g., CSP, CIH, CPCU, CFPS, ARM, OHST).
+ Proven ability to independently manage survey and service assignments across all lines of business, including property, general liability, workers' compensation, and auto.
+ Strong consultative and analytical skills, including the ability to interpret loss data, identify trends, and develop targeted service strategies.
+ Advanced communication and presentation skills, including the ability to prepare detailed technical reports, service plans, and business correspondence.
+ Experience delivering presentations to internal stakeholders and external clients.
+ Self-motivated, highly organized, and able to manage multiple priorities in a dynamic, fast-paced environment.
+ Strong team player with a collaborative mindset and ability to build effective working relationships across departments.
+ Demonstrated ability to embrace change, adapt to evolving business needs, and leverage innovative tools and methodologies to enhance service delivery and client outcomes.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other standard business applications; experience with risk assessment software, data visualization tools, or CRM platforms is a plus.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$102,400 - $153,600
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
Sr Consultant Risk Engineering
Remote
Sr Consultant Risk Engineering - KR08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Do you have a passion for identifying risks? Are you a practical thinker who's driven to help others? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford.As a Risk Engineering Consultant at The Hartford, your primary role will be to protect the future of and ensure profitability for The Hartford, its business partners and agents through timely delivery of industry leading safety and risk management solutions.This role will have a Remote work arrangement, with the expectation of coming into an office as business needs arise.WORK ARRANGEMENTS: This role will have a Remote work arrangement, with the expectation of coming into an office as business needs arise. The territory will primarily include New York, New York & New Jersey.
This position can be hired at various levels depending on background and experience.RESPONSIBILITIES:- Prepare for and conduct presentations to serviced accounts- Based on knowledge of the insured's business activities and needs, make recommendations that will assist the insured's management to correct and prevent the potential for future financial loss- Work with regional office Risk Engineering Lead/Primary Mentor and assist in all levels of training for new and experienced hires. This can include conducting report and file reviews, coaching, etc.- Active participation in special projects that could be technical in nature (i.e.) Biotech, Technology, Industry Expertise, etc. and work to become a Subject Matter Expert in one technical discipline- Active participation in the RMS process - meeting with insured's, making presentations, working with claims and underwriting, etc.- Work with Risk Engineering Manager on special projects and developing reports to support Regional Office objectives QUALIFICATIONS:- High school diploma required; a BA/BS degree is required with coursework focused on Occupational Safety and Health Studies, Fire Sciences, Pure Sciences, Engineering or related subjects is strongly preferred- A minimum of 5 years of industry experience in a safety related role; property and casualty insurance experience highly desired- Ability to achieve or maintain 1 professional safety certification/designation (i.e.) CSP, CIH, CPCU, CFPS, ARM, etc.- Must have the knowledge and skill to handle all Survey and Service work assignments for all lines of business- Strong consultative skills. Must work at an advanced skill level when providing service. This would include the demonstration of operational loss analysis reports and accident investigations used to direct services that would eliminate or control conditions that could lead to potential losses- Must have the ability to complete detailed service plans; provide consultative recommendations in business letters; provide safety training to address losses (i.e.) Ergonomics, Machine Safeguarding, Industrial Hygiene; and have the ability to use the tools and products to provide the services necessary.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$102,400 - $153,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
Technology Success Consultant - Cleveland, OH
Cleveland, OH jobs
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual!
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
Bring your best! What's the role?
The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.).
Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
This position requires 100% onsite availability in Cleveland, OH. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
Primary Duties & Responsibilities:
Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs.
Develop deep understanding of insurance and investment product sales cycle to consult to the effective implementation of technology throughout the cycle.
Proactive engagement with NO leadership, NO team members, FAs and their teams, Home Office (HO, corporate office) leadership to ensure effective and efficient use of NM's technology suite to maximize advisor and client value.
Tailor consultative approach so that the specific benefits for each unique audience who will be using the technology are clearly demonstrated and understood.
Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients.
Identify gaps and inefficiencies where the financial advisors can apply use of new or existing technology to improve their practices.
Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle.
Ensure financial advisors and NO team members comprehend the specific benefits the use of technology will offer (e.g. increased productivity through time savings, increased sales, recruitment, improved client experience etc.)
Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals.
Lead strategic planning, engagement, and execution efforts to ensure goals are attained and benefits realized. (e.g. increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction based on efficiencies gained etc.)
Consult to NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors.
Partner with NO and HO leadership to ensure a consistent messaging in promoting the proper use and integration of technology and proven business building benefits.
Develop individualized action plans to assist FAs in leveraging technology in their business practice.
Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales cycle productivity tool.
Collaborate with appropriate resources to ensure relevant technology education is provided to the financial advisors and their staff.
Consult to and partner with NO training team in leading Financial Planning Academy sessions to promote and deliver usage strategies on key technologies needed for a successful FA onboarding and development.
Support technology rollouts making users aware of benefits, preparation, and training needed for successful deployment.
Attend mandatory classes, conferences, and training sessions to remain current with changing technologies.
Track and report engagement efforts and effectiveness to corporate and local management teams.
Qualifications
Bachelor's Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience.
Minimum of 5 years' experience to include the following: Experience can run concurrently or in addition to each:
Five + years of consultation experience working with professionals in financial services or similar industry with demonstrated ability to build/develop relationships at various position levels through a consultative model.
Minimum of three years' experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.
Minimum of three years of coaching and training experience preferred
Minimum of five years financial services industry experience preferred
Demonstrated ability to understand software technology focused on sales practice and the ability to articulate the benefits and uses to select audiences
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
Demonstrated ability to lead and facilitate groups of people.
#LI-Onsite
Compensation Range:
Pay Range - Start:
$60,340.00
Pay Range - End:
$112,060.00
Geographic Specific Pay Structure:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyFinancial Consultant Partner - Pinecrest, OH
Orange, OH jobs
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
* A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
* A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred Qualifications:
* 3+ years of Financial Services Industry Experience
* Strong written and verbal communication skills
* Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
* Ability to identify new relationship development
* Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
* Ability to uncover and meet client needs and effectively manage client expectations
* Ability to build and maintain good cross-enterprise working relationships
* Capability to become a Notary
* Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
* Openness to manage local events, as needed
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process.
Auto-ApplyMarketing Consultant - Financial Services (Chicagoland/Ohio Region)
Dublin, OH jobs
What You'll Do Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward.
You'll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence.
You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.
In this role you will be responsible for: Promoting and implementing marketing programs and tools with all financial advisors in the region.
You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
Plan and coordinate events to support marketing initiatives.
Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all.
Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are High school diploma or equivalent experience.
Ability to translate marketing concepts into actionable plans and tools.
Strong communication and interpersonal skills.
Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
Proficient knowledge of Microsoft Office Suite.
Skills That Will Help You Stand Out College degree or previous experience in marketing or related field.
Experience with Salesforce and/or other CRM platforms.
Exposure to, or experience with, social media platforms.
Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $24.
50 - $31.
73 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible Yes Location This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices.
This position requires full-time, on-site work from Monday to Friday during standard office hours.
Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.
This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/11/2025 Most Recently Posted Date 11/11/2025
Marketing Consultant - Financial Services (Chicagoland/Ohio Region)
Dublin, OH jobs
**What You'll Do** Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented **Marketing Consultant** to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You'll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.
In this role you will be responsible for:
+ Promoting and implementing marketing programs and tools with all financial advisors in the region.
+ You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
+ Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
+ Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
+ Plan and coordinate events to support marketing initiatives.
+ Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
+ Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
**Who You Are**
+ High school diploma or equivalent experience.
+ Ability to translate marketing concepts into actionable plans and tools.
+ Strong communication and interpersonal skills.
+ Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
+ Proficient knowledge of Microsoft Office Suite.
**Skills That Will Help You Stand Out**
+ College degree or previous experience in marketing or related field.
+ Experience with Salesforce and/or other CRM platforms.
+ Exposure to, or experience with, social media platforms.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$24.50 - $31.73 / hour
**Time Off Program**
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
**Pension Eligible**
Yes
**Location**
This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices. This position requires full-time, on-site work from Monday to Friday during standard office hours.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (***************************************************************************************************
**Investment Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
11/11/2025
**Most Recently Posted Date**
11/11/2025
Marketing Consultant - Financial Services (Chicagoland/Ohio Region)
Cincinnati, OH jobs
What You'll Do Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward.
You'll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence.
You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.
In this role you will be responsible for: Promoting and implementing marketing programs and tools with all financial advisors in the region.
You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
Plan and coordinate events to support marketing initiatives.
Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all.
Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are High school diploma or equivalent experience.
Ability to translate marketing concepts into actionable plans and tools.
Strong communication and interpersonal skills.
Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
Proficient knowledge of Microsoft Office Suite.
Skills That Will Help You Stand Out College degree or previous experience in marketing or related field.
Experience with Salesforce and/or other CRM platforms.
Exposure to, or experience with, social media platforms.
Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $24.
50 - $31.
73 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible Yes Location This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices.
This position requires full-time, on-site work from Monday to Friday during standard office hours.
Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.
This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/11/2025 Most Recently Posted Date 11/11/2025
Marketing Consultant - Financial Services (Chicagoland/Ohio Region)
Cincinnati, OH jobs
**What You'll Do** Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented **Marketing Consultant** to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You'll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.
In this role you will be responsible for:
+ Promoting and implementing marketing programs and tools with all financial advisors in the region.
+ You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
+ Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
+ Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
+ Plan and coordinate events to support marketing initiatives.
+ Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
+ Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
**Who You Are**
+ High school diploma or equivalent experience.
+ Ability to translate marketing concepts into actionable plans and tools.
+ Strong communication and interpersonal skills.
+ Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
+ Proficient knowledge of Microsoft Office Suite.
**Skills That Will Help You Stand Out**
+ College degree or previous experience in marketing or related field.
+ Experience with Salesforce and/or other CRM platforms.
+ Exposure to, or experience with, social media platforms.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$24.50 - $31.73 / hour
**Time Off Program**
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
**Pension Eligible**
Yes
**Location**
This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices. This position requires full-time, on-site work from Monday to Friday during standard office hours.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (***************************************************************************************************
**Investment Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
11/11/2025
**Most Recently Posted Date**
11/11/2025
Investment Consultant - Dayton, OH
Miamisburg, OH jobs
**Your opportunity** _At Schwab,_ _you're_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
**What you have**
**Required Qualifications:**
+ A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
+ A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
+ A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
+ **Preferred Qualifications:**
+ 2 years of experience in the financial services industry
+ Ability to leverage Business development experience
+ Passion for gaining knowledge of brokerage/banking products and services
+ Openness to build strong client relationships
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
Investment Consultant - Dayton, OH
Miamisburg, OH jobs
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
* A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
* A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
* A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
* Preferred Qualifications:
* 2 years of experience in the financial services industry
* Ability to leverage Business development experience
* Passion for gaining knowledge of brokerage/banking products and services
* Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Auto-ApplyWorkplace Advice Consultant
Richfield, OH jobs
Your Opportunity Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach.
As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.
If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.
What you have
Required:
* A valid and active Series 7 license is required
* A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred:
* Bachelor's degree or equivalent work experience preferred.
* Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
* Experience, comfort, and confidence presenting 1:1 or virtually.
* A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
* Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
* A solid understanding of corporate sponsor and consultant relationships.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Auto-Apply