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New York Life Insurance jobs

- 279 jobs
  • Senior Associate, Agency Standards

    New York Life 4.5company rating

    New York Life job in Independence, OH

    Job Title: Senior Associate, Agency Standards (Compliance) Manager Dept/Sub Dept: Field Operations Value Stream/Field Supervision This role will be located in the Northern Ohio General Office (GO) and will support the following GOs - Northern Ohio, and Indiana General Offices. Role Overview: As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: * Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office * Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required * Handles the Seminar Supervision Program * Handles the Enhanced Supervision Programs for Agents and Registered Reps * Handles the Financial Supervision Program for Agents and Registered Reps * Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items * Assists the Managing Partner in recommending and delivering Disciplinary Actions * Serves as the "point person" to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers * Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices * Assists with Complaint Review Handling and Resolution * Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs * Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements Required Skills: * Bachelor's Degree and/or equivalent experience * Minimum 2 years of industry experience * Comprehensive knowledge of registered and non-registered products * Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days) * Series 65, 66 or ChFC (or obtain within 12 months) * Excellent communication skills (written and verbal) * Strong analytical skills required * Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities Preferred Skills: * Preferred Series 51 or 53 Pay Transparency Salary Range: $88,000-$125,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92594
    $88k-125.5k yearly 60d+ ago
  • Insurance Service Professional 92692

    New York Life Insurance 4.5company rating

    New York Life Insurance job in Perrysburg, OH

    Insurance Service Professional - Contracting & Licensing Support ***Hybrid work schedule: work in office 4 days, work from home 1 day*** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so. What You'll Do: Assist with workflow of agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions Facilitate the onboarding of new agents by processing their contracts and licenses Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc. Assist in the training and development of agents (presentations, face to face, virtually) Answer incoming calls and greet guests What You'll Bring: Required Skills The ideal candidate should have 2 or more years of customer service and administrative experience Excellent written and verbal communication skills Strong computer skills with proficiency in the Microsoft Office Suite Proven ability to multi-task effectively Preferred Skills Associates, or bachelor's degree preferred, but not required Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $43,000-$47,500 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92692
    $43k-47.5k yearly 45d ago
  • Lead Distribution Sales Consultant - Supplemental Health Products - Remote

    Mutual of Omaha 4.7company rating

    Remote or Omaha, NE job

    Work Type: Full Time Regular Application Closes: Open Until Filled 2025-08-19 SHARE The Lead Distribution Sales Consultant will identify strategies to promote the sale and positioning of Group Supplemental Health Insurance products and services, partnering with Mutual of Omaha Group Sales offices to provide ongoing support and distribution management. Execute field initiatives to ensure competitive standing across both individual client and market levels. WHAT WE CAN OFFER YOU: Estimated Salary: $95,000 - $115,000 plus annual bonus opportunity. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Support the sale of Supplemental Health products by highlighting benefits, services, pricing, competitive advantages, and operations. Partner with assigned Mutual of Omaha Group Sales Representatives to meet performance standards and achieve voluntary sales goals, including new business, cross-selling opportunities, and renewal activity. Develop competitor strategies by creating tools and analyses to strengthen sales positioning. Identify, coordinate, and deliver field training for each product in collaboration with sales offices and internal departments. Create and execute sales support materials such as competitor comparisons, presentations, and marketing content. Lead office and broker visits as needed to support product sales. Assist with the development of finalist presentations to secure new business opportunities. Partner with internal departments to identify and implement product and process enhancements. Develop and maintain current knowledge of company's products, policies and services. WHAT YOU'LL BRING: Strong experience and extensive knowledge of Group Supplemental Health Insurance products, design, administration, and marketing. Specifically, Accident, Critical Illness, and Hospital Indemnity. Demonstrated success and ability to build relationships with sales personnel. Strong oral and written communication skills, presentation and negotiation skills, and ability to collaborate with teams. At least 3-5 years of Group Supplemental Health sales support or sales experience. Ability to travel up to 15% of the work period and a valid driver's license. Knowledge of competitors' products and positioning. PREFERRED: Accident and Health Insurance License We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! If you have questions about your application or the hiring process , email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status. Stay Safe from Job Scams Mutual of Omaha only accepts applications from . Legitimate communications will come from We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs . Stay alert for scams and apply securely! Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Springfield, MO Missouri 503751 Advisor Sales Manager - Houston, TX Texas 503932 Lead Distribution Sales Consultant - Dental/Vision Product - Remote Remote 504139
    $95k-115k yearly 2h ago
  • Sales Representative

    Aflac 4.4company rating

    Ohio job

    Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
    $32k-40k yearly est. 7d ago
  • Insurance Defense Trial Attorney - Northern California

    Farmers Group Inc. 4.4company rating

    Remote or San Jose, CA job

    We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers. Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram , LinkedIn , and TikTok . We are seeking a trial attorney to handle cases throughout Northern California. Our attorneys work from home, attending in-person appearances and trials as required. Comprehensive benefits package including annual bonus potential up to 20% of the salary, generous 401k, auto allowance, PTO, medical/dental/vision, paid parental leave, and much more all without the stress of billable hours! Job Summary This position is responsible for representing clients in all areas of insurance defense practice, handling cases that are primarily low to moderate in complexity and exposure. Manages all phases of cases from intake to resolution. Essential Job Functions Litigates low to moderate complexity and exposure cases and performs duties necessary from intake to trial and/or settlement. This includes but is not limited to preparation of pleadings, motions, discovery, and briefs. Attends hearings, conferences, interviews, mediations, arbitrations, and/or trials. Proactively informs leadership of case handling opportunities and challenges encountered. Consults with the Claims Department on the legal aspects of files and jurisdictional issues. Performs other tasks or duties to ensure efficient case management. May handle second chair trials and handle trials in cases with moderate complexity and/or exposure. Provides support to senior attorneys in cases of greater complexity and/or exposure and receives developmental assignments of matters that are of high complexity and/or exposure. Physical Actions Job is performed in-person at a Farmers office or virtually at an approved alternative work location. Job may include work performed at field locations. The physical work environment is indoors and climate-controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Field work performed outdoors may include exposure to weather elements. Frequently sits or stands for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and places objects or materials weighing up to 50 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Occasionally performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category may require regular travel between Farmers offices, alternative work locations, and/or field locations. Physical Environment Required job duties are normally performed in a climate- controlled office environment, with some exposure to uncontrollable outside environmental conditions and travel via automobile and/or commercial transportation. Education Requirements Bachelors degree preferred. Licensed to practice law in applicable states required upon hire. Experience Requirements Three years of insurance defense litigation and/or personal/bodily injury experience preferred. Second chair trial experience strongly preferred. Multistate jurisdictional practice preferred. Special Skill Requirement Public speaking, ability to function and handle high case loads in adversarial or confrontational situations, driving. Additional Qualification Strong verbal communication and listening skills. Excellent written communication skills. Effective negotiation skills. Demonstrated conflict management skills. Ability to represent the company with external constituents. Demonstrates excellent judgment and decision making skills. Demonstrated time management and priority setting skills. Ability to work within tight timeframes and meet strict deadlines. Possesses strong technical aptitude. Adept and proficient at using technology to maximize efficiency in virtual, paperless environment. Farmers offers a competitive salary commensurate with experience, qualifications and location. CA Only: $119,920 - $191,290 Bonus Opportunity (based on Company and Individual Performance) 401(k) Medical Vision Health Savings and Flexible Spending Accounts Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly. Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws. Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email:******************* #J-18808-Ljbffr
    $119.9k-191.3k yearly 4d ago
  • Senior Client Executive (NE Ohio/Western PA)

    Transamerica 4.1company rating

    Homeworth, OH job

    Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness. Job Description Responsibilities Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty. Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution. Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing. Adhere to process and documentation standards to minimize operational risk and loss. Interpret discrimination testing rules and results. Consult on solutions to failed testing. Drive cross sell opportunities to enhance individual client and enterprise profitability. Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing. Keep clients and advisors apprised of product and service enhancements, including changes in investment options. Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors. Consult with clients on plan termination issues. Submit plan termination requests for processing. Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs. Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition. Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention. Qualifications Bachelor's degree in a business related field or equivalent education/experience. Five years of retirement industry or similar experience. FINRA Series 6 and 63 licenses, or obtain within six months. Thorough understanding of ERISA and retirement industry trends. Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions. Proficiency using MS Office (Word, Excel, PowerPoint). Preferred Qualifications Advanced skills in MS Word, Excel and PowerPoint. Working Conditions Office environment. Extensive travel (40% - 60%). Compensation The salary for this position generally ranges between $91,000 - $105,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $91k-105k yearly Auto-Apply 60d+ ago
  • Assoc, Professional, P2, Client Services & Relationship Mgmt WM

    Morgan Stanley 4.6company rating

    Columbus, OH job

    We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $48,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $48k-78k yearly Auto-Apply 42d ago
  • Website Copywriting Intern (Summer 2026)

    Western & Southern Financial Group 4.8company rating

    Cincinnati, OH job

    The website copywriting intern will be assigned various projects, which include drafting and editing compelling and engaging content for the W&SFG website as well as helping to improve the customer experience, increase website traffic, and ultimately, generate sales. The intern will work collaboratively with customer experience, user experience, search engine optimization and content team members. This individual will obtain direct exposure to Western & Southern Financial Group (W&SFG) management and be a key member of the M&DCOE team. Responsibilities What you will do: Content Strategy: Participate in content strategy planning meetings, offering input and ideas for upcoming content needs or campaigns. Content Creation: Write and edit content for the company's website and associated marketing materials. This includes developing copy for web pages, blog posts, email campaigns, and other digital marketing materials. SEO Optimization: Research and apply SEO and on-page best practices to web copy to improve visibility on search engines, including keyword research and on-page optimization. Research: Conduct industry-specific research to support content development. This might include learning about products, services, target audiences, and competitors to craft effective copy. Brand Consistency: Ensure all written content aligns with the company's brand voice and style guide. Proofreading: Edit and proofread copy to ensure clarity, proper grammar, spelling and punctuation. Collaboration: Work with the marketing and design teams to understand project requirements, create compelling copy and improve user experience. Performs other duties as assigned. Complies with all policies and standards. Qualifications Bachelor's Degree Communications, marketing, journalism or related field. - Required Between junior and senior year. - Preferred Strong interest in digital marketing and customer experience. - Required Proven cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred. Demonstrated excellent written and verbal communication skills. Proven general knowledge of the functions of copywriting with strong copyediting and proofreading skills. Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis. Proven examples of motivation and proactive personal development. Demonstrated successful experience in problem-solving situations. Strong team player with a cooperative, positive attitude. Working knowledge of Microsoft Office (Word, Excel, and PowerPoint) Some knowledge of SEO and digital marketing techniques. Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None
    $40k-58k yearly est. Auto-Apply 60d+ ago
  • Associate Actuary

    Western & Southern Financial Group 4.8company rating

    Cincinnati, OH job

    Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis. Responsibilities What you will do: Develops actuarial and mathematical models, and determines assumptions to be used within models and communicates the results obtained from the models. Supports other departments in understanding technical concepts and improving their operational efficiency. Knows and understands the goals and perspectives of Insurance Operations, Information Technology, Filing and Compliance, Corporate Accounting and Planning, senior management, industry rating agencies and the various state insurance departments. Knows and understands Western & Southern Financial Group (W&SFG) products, markets and marketing strategies. Understands each business unit's goals and perspectives. Understands core actuarial and accounting principles such as STAT and GAAP valuation concepts, DAC amortization and RBC. Proposes creative compromises to conflicting goals of accuracy, precision and deadlines. Develops rapport and trust with various departments in the Company to determine mutually acceptable solutions to problems. Develops and provides actuarial and mathematical modeling tools, information and analysis to assess profitability and risk of products in-force or under development, asset/liability management, contract holder behavior, expenses, reserves, taxes and other risk analysis. Provides solutions to problems encountered in implementing products and financial reporting systems. Designs reports to obtain data for product development, cash-flow testing, financial reporting, forecasting, valuation and other reporting requirements. Assists with product design. Prepares a list of criteria to test administrative and illustration systems. Writes actuarial memorandums and certifications required for filing new products, valuation and reserve adequacy, and answers questions from state insurance departments. Acquires an in-depth understanding about the topic to which a particular project relates, in order to apply appropriate methods and analysis to this and future projects, while meeting the current project deadline. Documents projects in writing in accordance with established guidelines. Complies with standards declared by the Actuarial Standards Board and other applicable bodies (SEC, Accounting Standards Board, etc.) as well as the requirements of state and federal regulation. Performs other duties as assigned Complies with all policies and standards Qualifications Bachelor's Degree In mathematics or related field. (Required) Proven mastery of responsibilities and competencies of the Assistant Actuary position. Demonstrated creativity, judgment, decisiveness, problem-solving skills and time management skills. Proven examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. Proven examples of working under multiple deadlines with minimal supervision. Must cite examples of successfully organizing and effectively completing projects where given little or no direction. Expert in spreadsheet, database and mainframe applications. Proficient in word processing. Proficient in actuarial software packages such as those used for valuation (ARCVAL), experience studies (ARCBase), and pricing and projections (MG-ALFA). Member of the American Academy of Actuaries (MAAA). Upon Hire (Required) Associate of the Society of Actuaries (ASA) Upon Hire (Required) Actively pursuing FSA or other insurance industry designation (FLMI, CLU, etc.). Upon Hire (Required) Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None
    $75k-97k yearly est. Auto-Apply 60d+ ago
  • Property Claims Field Adjuster (Cincinnati or Dayton, OH)

    American Family Insurance 4.5company rating

    Cincinnati, OH job

    As a property field adjuster, you will investigate and maintain property/claims. Determine liability, secure information, reviews coverages, arranges appraisals, and settle claims. Travel may vary between 25% - 75%. You will work in the field and report to the Property Claim Manager and handle homeowner property field claims. The ideal candidate with reside between Cincinnati to Dayton, Ohio (you must be located within this area). A company fleet vehicle is provided with the position and there's an option to use the vehicle for personal use. In this primarily field-based role, you will spend 80% of your time (4+ days per week) working in the field, directly interacting with customers. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. Ideal candidates: Property Adjusters, restoration experience, customer service experience with construction background. Experience in construction or property field adjusting, as well as proficiency with Xactimate, is required. Position Compensation Range: $56,000.00 - $92,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities Investigates origin and cause of claims by contacting the appropriate parties including insureds, claimants, agents, attorneys, contractors, experts, special investigation unit, other adjusters, public personnel, etc. Identifies complex issues and seeks assistance as needed. Handles claims on a good faith basis. Handles both 1st party and 3rd party claims under multiple policy types and numerous endorsements. Conducts on-site inspections when needed, evaluates damages and handles claim negotiations with insureds, claimants, attorneys, public adjusters. Responds to customer inquiries, makes appropriate decisions, and closes file as needed. Interprets and determines policies, leases, by-laws, declarations, articles, and contract coverages and applies to all parties for assigned losses. Makes independent decisions and self-supervises most files and recognizes when assistance is needed. Proactively provides all parties with claim process and status as appropriate; answers questions or redirects to other areas. Serves as a mentor and subject matter expert for less experienced adjusters. May be required to complete other assignments, job duties, or participate in projects based upon skills, achievements, or experience Specialized Knowledge & Skills Requirements Demonstrated experience providing customer-driven solutions, support or service. Demonstrated experience handling 1st and 3rd party, multi-line claims. Demonstrated experience handling simple to moderately complex. Extensive knowledge and understanding of policies and endorsements. Extensive knowledge of each phase of the claim handling process. Licenses Valid driver's license required plus an acceptable driving record. Obtain state specific property casualty claims licensing as required. Travel Requirements Up to 50%. Catastrophe travel up to 75% as applicable. Physical Requirements Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like. This position may require employees to visit areas that have a higher hazard than a typical office such as customer homes, body shops, or other locations. Moving self in different positions to accomplish tasks in various environments including tight and confined spaces. Adjusting or moving objects up to 50 pounds in all directions. Working Conditions Low/high temperatures. Outdoor elements such as precipitation and wind. Noisy environments. Hazardous conditions. Poor ventilation. Small and/or enclosed spaces. Additional Information Offer to selected candidate will be made contingent on the results of applicable background checks Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions Sponsorship will not be considered for this position unless specified in the posting #LI-Hybrid We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-JA2
    $56k-92k yearly Auto-Apply 28d ago
  • Service Desk Site Manager

    Morgan Stanley 4.6company rating

    Columbus, OH job

    We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training Convey vision, goals and direction for the team Define overall strategy and direction Lead decisively and empower the team Promote innovation and process improvement Responsible for overseeing recruitment processes and managing employee performance Anticipate change impact and implement solutions to reduce its effects Identify opportunities for efficiency improvement and automation Drive Service Desk KPI's and metrics Compile and provide reporting to Senior Management What you'll bring to the role: Excellent written and oral communication skills required Experience with Microsoft Office products, Windows 10, and general office computing tools required 6+ years call-center management experience or equivalent required in a technical or customer service field Previous Service Desk experience expected College degree or equivalent experience required Excellent problem-solving skills required Experience with financial service firms a plus, but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $76k-104k yearly est. Auto-Apply 60d+ ago
  • Software Development Intern (Full Year 2026)

    Western & Southern Financial Group 4.8company rating

    Cincinnati, OH job

    Join the Finance IT team at Western & Southern Financial Group and gain hands-on experience in a dynamic, professional environment. As a Software Developer Intern, you'll contribute to the modernization and support of internal applications that are essential to the financial operations of a Fortune 500 company. You'll be exposed to all phases of the software development lifecycle and have the opportunity to work closely with experienced developers and business stakeholders Responsibilities Key Responsibilities: Analyze and refactor existing business applications to support modernization efforts and enhance maintainability. Participate in the full software development lifecycle (SDLC): requirements gathering, solution design, coding, testing, and deployment. Develop scalable, high-quality code using .NET/C# and SQL. Collaborate with developers, analysts, and business users to identify system enhancements and troubleshooting needs. Document and communicate technical solutions clearly and concisely. Provide application support, resolve production issues, and assist in maintaining operational stability. Follow Western & Southern Financial Group development standards and ensure compliance with internal processes and SDLC guidelines. Actively participate in team meetings and contribute to solution planning and execution. Perform additional duties as assigned by management Qualifications Qualifications:Required: Currently pursuing a Bachelor's degree in Information Systems, Computer Science, or a related field. Minimum 3.0 GPA. Experience with full stack development (.NET/C# and SQL). Excellent communication skills (verbal and written). Strong analytical and problem-solving abilities with a keen attention to detail. Ability to thrive in a fast-paced, team-oriented environment. Self-motivated, adaptable, and eager to learn. Preferred: Basic understanding of finance or business operations is a plus, but not required. Prior internship or project-based experience in software development. Technical Skills: Proficiency in .NET/C# programming. Strong SQL development and database design fundamentals. Familiarity with version control systems (e.g., Git), Agile methodologies, and modern development tools. Competency in Microsoft Word, Excel, and other productivity tools. Work Environment: This position is based in a professional office setting. Requires prolonged periods of computer work and desk-based activity. May involve repetitive motion tasks and extended screen time.
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Entry Level Financial Associate

    Transamerica 4.1company rating

    Remote or Spokane, WA job

    Exciting Commission-Based Opportunity in Financial Services! Join Us and Secure Your Future Success! Are you a dynamic and motivated individual with a passion for helping others secure their financial future? We are seeking talented individuals as well as entry level opportunities to join our team as a Financial professional in a commission-based role that offers not only financial rewards but the satisfaction of making a real difference in people's lives! Position: Financial Professional Location: Nationwide, Remote Opportunities Available About Us: We work with leading providers of life insurance and Financial solutions, committed to empowering individuals and families with financial security. As we continue to grow, we are looking for ambitious individuals to join our team and play a crucial role in protecting and enhancing the lives of our clients. Responsibilities: As a Financial Professional, you will: Educate clients on the importance of life insurance , annuities, Mutual funds, long term care and other investment opportunities; and help them identify their specific needs. Develop and maintain strong relationships with clients, providing personalized Financial solutions. Present and explain Financial products, ensuring clients understand their coverage and benefits. Generate leads through networking, referrals, and other effective prospecting methods. Achieve and exceed sales targets through a consultative and customer-focused approach. What We Offer: Lucrative Commission Structure: Unlimited earning potential with competitive commission rates and bonuses. In this career you get out what you put in! Comprehensive Training: Receive thorough training and ongoing support to enhance your skills and knowledge. Flexibility: Enjoy the freedom of a remote work environment with a schedule that suits your lifestyle. Rewarding Career: Make a positive impact on the lives of others while building a successful and fulfilling career. Recognition and Incentives: Be celebrated for your achievements with recognition, awards, and exciting incentives. Qualifications: Sales experience preferred but not required, preferably in the insurance or financial services industry. Excellent communication and interpersonal skills. Life and Health Insurance License (or willingness to obtain one). Self-motivated and results-driven with a commitment to continuous learning. How to Apply: Ready to embark on an exciting journey in Financial Services? Let us know why you are the ideal candidate to help individuals secure their financial futures! Join us and be a part of a team that values your success and the positive impact you can make in the lives of others. Your career in Financial Services starts here!
    $64k-80k yearly est. 60d+ ago
  • Retirement Plan Specialist-Financial Counselor (Remote)

    Transamerica 4.1company rating

    Remote job

    Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options. Job Description Responsibilities Provide general product information to customers making inquiries via phone and email. Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts. Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA). Learn all systems and products, including applicable regulations and compliance guidelines. Complete training and development programs to prepare for licensing Learn financial planning concepts, tools, and compliance requirements. Document activities in Salesforce and other customer relationship management (CRM) systems as required. Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles. Provide operational and administrative support to the Advice Center sales team. Qualifications Bachelor's degree in a business related field or equivalent experience One year of experience in the financial services industry Basic knowledge of financial products Customer service, interpersonal and listening skills to effectively communicate and earn trust Excellent written and oral communication and presentation skills Proficiency using MS Office FINRA Series 6 or 7, and 63 (required to be approved to do business in all states) Life license or obtain within 60 days FINRA Series 65 or obtain within six to 12 months Preferred Qualifications Life license Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $55,350 - $60,750 per year. Base Compensation: The salary for this position ranges from $40,000 to $45,000 annually. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%. Commissions: This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. This role provides a guaranteed floor of $1000 each month for the first 6 months. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $55.4k-60.8k yearly Auto-Apply 14d ago
  • Dir, P3, Workpl Ops & Supp III : Job Level - Director

    Morgan Stanley 4.6company rating

    Columbus, OH job

    In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience Responsible for interviewing and onboarding top talent Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: 4+ years previous call-center experience or equivalent required in a technical or customer service field Previous Service Desk Experience Experience with Microsoft Office products, Windows 10, and general office computing tools required Passion for providing feedback & coaching Excellent written and oral communication skills Excellent time management skills Excellent Problem-Solving Skills Experience with Microsoft Office Products, Windows 10, and general office computing tools WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $70k-105k yearly Auto-Apply 3d ago
  • Financial Adviser / Registered Representative / Agent

    New York Life Insurance Company 4.5company rating

    New York Life Insurance Company job in Toledo, OH

    New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .
    $64k-106k yearly est. 2d ago
  • Insurance Representative

    Transamerica Life Insurance Company 4.1company rating

    Ohio job

    The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner. The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.
    $34k-40k yearly est. 60d+ ago
  • Mainframe CICS Systems Engineer- Vice President

    Morgan Stanley 4.6company rating

    Remote or Alpharetta, GA job

    As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: Knowledge of SMP/E, software upgrades and maintenance Knowledge of all CICS parameters that control performance in a CICSPlex environment. Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. Knowledge of the CICS resource definitions, including those that pertain to CICS region performance Experienced with the CICS monitoring tools such as Sysview for CICS. Ability to perform problem determination, dump analysis and performance tuning Knowledge of Cobol to support application developers Experience with Mainframe Websphere MQ Excellent oral/written communication skills Skills desired: Assembler, COBOL and REXX coding and knowledge of CICS Exits Web application support in a CICS TS V6.x environment Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility Utilization of CICS Configuration Manager Working knowledge of zOS & CICS Explorer Understanding of CICS REST Services Prior Application programming experience a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-210k yearly Auto-Apply 11d ago
  • Insurance Agency Owner - Toledo, OH

    American Family Mutual Insurance Company 4.5company rating

    Akron, OH job

    Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. At American Family, we're seeking highly motivated individuals with a demonstrated track record of success and eagerness to accomplish something that takes time, energy, and commitment. Do you possess a strong work ethic and have an inner drive that makes you hungry for success? Agency Owners operate as independent contractors, representing American Family and its products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set. Reasons why you should become an American Family Insurance Agency Owner: Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders Fortune 500 company that is among the largest Property and Casualty insurance groups Offer American Family Insurance products as well as products and services through our subsidiary partners Training and support from a local team - from marketing, prospecting, business consultation and more Unlimited compensation potential including a New Agency Owner Incentive Program Requirements Obtain Property and Casualty and Life and Health insurance licenses Ability to pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers' dreams in ways never imagined. #LI-AH1
    $95k-115k yearly est. Auto-Apply 60d+ ago
  • Foreclosure Specialist III

    M&T Bank 4.7company rating

    Remote job

    This position is responsible for monitoring and overseeing the foreclosure process for loans assigned to team members to ensure foreclosures remain on track with investor guidelines. This position also provides subject matter expertise to the team and handles escalated issues, as well as being responsible for managing a portfolio of loans involved in complex litigation and protecting M&T's interest in the subject mortgaged property. In addition, this position performs the highest risk administrative functions related to the foreclosure process. Primary Responsibilities: Monitor progress of foreclosures through queues and reporting, ensuring team is effectively working their portfolios and compliance with state/federal and investor guidelines. Work with foreclosure attorney, outside counsel and/or in house counsel to resolve disputes involving property in which the bank or its investors have an interest. Serve as primary escalation contact for both associates on the team, attorneys and other departments. Work with Foreclosure team to ensure FHA 1st legal deadlines are met once the loan is referred to foreclosure, including filing and tracking of any necessary extension requests. Research, validate and update loans appearing on various foreclosure exception reports, including but not limited to No Dual Track, clean up and investor timeline reports. Provide approval of additional attorney fees beyond associate level approval limit. Maintain tracking and reporting of legal expense on litigation files outside of the foreclosure action. Perform QC review and approval of investor bidding instructions, ensuring adherence to investor/MI guidelines. Conduct regular ‘side by sides' with team to discuss loan level issues and procedures. Conduct a review of all assigned loans at a minimum of every 30 days, including the updating of documentation and follow up. Ensure compliance with federal, state, regulatory and investor guidelines regarding foreclosure. Work with management to revise, update and implement procedure changes as well as create new procedures. Gather departmental information and assemble presentations for regular investor, regulatory and internal meetings. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Promote an environment that supports belonging and reflects the M&T Bank brand. Complete other related duties as assigned. Scope of Responsibilities: This position interacts with CAM management and external third-party foreclosure attorneys to ensure successful and timely completion of foreclosure, consistent with investor guidelines and regulatory requirements. Education and Experience Required: A combined 4 years' higher education and/or work experience, including a minimum of 2 years' Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Working knowledge of word processing and spreadsheet software. Strong written and verbal communication skills. Detail oriented. Strong analytical and problem solving skills. Ability to work effectively in a team environment. Education Experience Preferred: 3 years' Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Proven leadership ability. Knowledge of bank and departmental systems. Understanding of mortgage product including home equity loans and lines of credit, general operation and systemic functions including payment allocation and escrow. Experience training new staff and implementing procedures and process changes. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $22.6-37.7 hourly Auto-Apply 24d ago

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New York Life Insurance may also be known as or be related to NEW YORK LIFE INSURANCE CO, New York Life Foundation, New York Life Insurance, New York Life Insurance Co and New York Life Insurance Company.