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Northwestern Mutual jobs - 153 jobs

  • Underwriting Consultant - Remote.

    Northwestern Mutual 4.5company rating

    Remote Northwestern Mutual job

    Life Insurance Signature / Authority Limits $5M Signature / $7.5M Authority PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE. Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities Field & Client Experience. Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business. Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal. Responsible for prescreen inquiries. Underwriting Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed. Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs . Uses advanced skills to review applications and adheres to underwriting standards. Solves complex problems and escalations. Advanced level of experience with NM product types and changes Models change agility while maintaining mortality and morbidity expectations. Demonstrates continuous learning through the early adoption of new ways of underwriting. Proficient with Reinsurance programs and able to determine where to best place a case. Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement. Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers. Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) Collaborates with medical directors and technical staff. Responsible for adherence to procedures and regulatory processes . Understands and meets all quality, service, and production goals . Partners with Underwriting Support for case management. Cross-Functional leadership. Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives. Collaborates and designs P3 curriculum with L&D/Tech Team . Qualifications A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review. Minimum of 5 years of underwriting experience. Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules. Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness. Proficient in computer skills and using various software packages. Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. A high degree of organization and the ability to establish priorities and meet deadlines. Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees. Displays agility to manage multiple tasks and adapt in a changing work environment. #LI-Remote or LI-Hybrid Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: $84,350.00 USD - $156,650.00 USD Structure 115: $88,130.00 USD - $163,670.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $76.7k-163.7k yearly Auto-Apply 21d ago
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  • Sales Representative

    Northwestern Mutual 4.5company rating

    Northwestern Mutual job in Cleveland, OH

    Northwestern Mutual Recognized by FORTUNE as one of the " World's Most Admired " companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years. Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities. Responsibilities: o Build a client base by growing relationships with your network and developing knowledge of Northwestern Mutual financial products and market trends. o Educate yourself through sponsored licensing, registration, and ongoing development. o Use proprietary technology, reporting tools, and illustrations to educate clients on potential financial plans. o Present clients with opportunities to protect and prosper, driving them to action through expert influence and recommendations. o Take ownership of the development and management of your business, mastering your craft and building a team. o Review and maintain client financial plans, providing optimal advice based on their needs. Compensation & Benefits: o Full Training o Commission structure to support early development. o Renewable income. o Bonus programs and expense allowances. o Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more. o Retirement package and pension plan. o Medical, dental, vision, life insurance, and disability income insurance. o Family planning. Qualifications: o 4-year degree or equivalent professional work experience. o Entrepreneurial ambitions. o History of personal and professional success. o Commitment to a respected and ethical team. o Desire and appreciation for professional development. Additional Information: o Financial representatives are business owners who acquire clientele and find financial solutions with support from industry-leading training, mentorship, and products. o The role involves developing financial expertise in areas such as asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions. o The company values an inclusive environment where different viewpoints bring new ideas. About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners.
    $57k-92k yearly est. 16d 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 60d+ 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 49d 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 57d 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
  • (Senior) Associate, Enterprise Strategy & Development

    Thrivent Financial 4.4company rating

    Remote or New York, NY job

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The (Senior) Associate, Enterprise Strategy & Development, will work as a member of the Enterprise Strategy team. This position works closely with internal Business Unit Leaders, Finance, Legal, and other functional groups to evaluate, execute, and report on Enterprise Strategy projects across various functions and topics. You will also work closely with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions, investments (equity and debt), and strategic partnerships to enable Thrivent to execute its Enterprise strategy. In this role, you will: • Perform fundamental analysis, including financial modeling and valuation for Enterprise Strategy projects and new deal activity, and communicate conclusions to the Enterprise Strategy team. • Research relevant sector trends, market- and company-specific information, including operational metrics and valuation multiples. • Manage an M&A and investment pipeline and monitor relevant transactions for Thrivent. • Create investment memorandums and presentations for Thrivent leadership, including the ELT and the Board. • Work on miscellaneous special projects. **We are open to candidates working remotely anywhere across the United States but prefer this person to be located in the New York City, NY area. Job Responsibilities and Duties Rigorous analysis of the viability of a strategic project or opportunity, including historical financials, projections, unit economics, strategic positioning, and value proposition to provide insight on strategic and economic risk-adjusted return. Collaborate to develop Thrivent's inorganic strategy, preferred tactics, and deal structures to operationalize the strategy. Lead the financial modeling, valuation, research, and financial due diligence coordination workstream for inorganic initiatives and strategic projects, in close coordination with the Finance and Legal functions. Support end-to-end deal execution, including preparing transaction documents, financial analysis, due diligence, coordinating various internal and external parties, and organizing information into presentable formats. Prepare and deliver management-level committee and board presentations that reflect fundamental analysis and provide actionable recommendations. Monitor strategic investments and deal activity, communicating with management on a frequent basis the performance of investments. Maintain and refine the standardization of internal project management and diligence best practices to ensure understanding of strategic value and risk, provide recommendations around mitigation, as well as track and archive best practices and learnings. Job Qualifications Required: Bachelor's degree required; Concentration in finance or accounting preferred. 4+ years of experience in investment banking, private equity, accounting, finance, consulting or corporate development. Exceptional analytical, interpersonal, written and verbal communication skills. Excellent financial modeling skills, including 3-statement financial analysis, with proficiency in Excel, PowerPoint, and Word. Strong history of achievement in past professional and academic experiences. Self-directed individual with strong work ethic, intellectual curiosity, and great attention to detail. Preferred: Master of Business Administration degree with a concentration in finance or accounting preferred. CFA preferred. 6+ years of experience in investment banking, private equity, accounting, finance, consulting, or corporate development within the financial services or financial services technology sectors. Additional Information This position is a full-time remote opportunity; New York City, NY preferred. #LI-Remote Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $124,010.00 - $167,778.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $124k-167.8k yearly Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Northwestern Mutual job in Findlay, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 11d ago
  • Registered Branch Associate - Zanesville, OH

    Edward Jones Careers 4.5company rating

    Zanesville, OH job

    Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing As a salaried professional, you can also expect… A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
    $66k-83k yearly est. 60d+ ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Chillicothe, OH job

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 28 N Mulberry St, Chillicothe, OH This job posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $21.38 **Hiring Maximum:** $23.14 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $39k-50k yearly est. 35d ago
  • Long Term Disability Claims Specialist II 3 30 26

    Metlife, Inc. 4.4company rating

    Remote job

    At MetLife, we seek to make a meaningful impact in the lives of our customers and our communities. The LTD Claims Specialist II evaluates long term disability insurance claims in accordance with plan provisions and within prescribed time service standards. In this role, the LTD Claims Specialist II is required to exercise independent judgment, critical thinking skills, exemplary customer service skills as well as effective inventory management skills. Location: Fully Virtual Key Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned office as needed for team events, meetings, training, business continuity, etc. * Effectively manages with minimal oversight an assigned caseload of moderately complex claims which consists of pending, ongoing/active reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators * Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations. * Develop actions plans and identify return to work potential * Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills * Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations * Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available * Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions. * Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed * Proficiently calculates monthly benefits due after elimination period, to include COLA, Social Security Offsets, and Rehab Return to Work benefits, and other non-routine payments * Provides timely and detailed written communication during the claim evaluation process which outlines the status of the evaluation and/or claim determination. * Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas. Essential Business Experience and Technical Skills: Required: * High school diploma * Prior experience with independent judgement and decision making while relying on the available facts * Be able to demonstrate the use of critical thinking and analysis when reviewing the information * Creative problem-solving abilities and the ability to think outside the box * Excellent interpersonal and communication skills in both verbal and written form * Excellent customer service skills proven through internal and external customer interactions * Demonstrated conceptual thinking, risk management, ability to handle complex situations effectively * Organizational and time management skills * Minimum 1 year LTD/IDI Insurance Claims experience Preferred: * Bachelor's degree Business Category Operations - Claims Travel Not applicable At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. The expected salary range for this position is $41,600 - $62,500. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. 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 liabilities. $41,600 - $62,500
    $41.6k-62.5k yearly 6d ago
  • Manager, Field Talent Acquisition

    Thrivent Financial for Lutherans 4.4company rating

    Remote or Minneapolis, MN job

    The Manager, Field Talent Acquisition will be responsible for day-to-day leadership of a team of sourcing and recruiting professionals. The team oversees the recruiting process for client-facing selling advisors from lead generation through selection and is accountable for maintaining a quality candidate experience and adhering to the Advisor Ecosystem playbooks. This role will have direct impact and influence of our weighted client facing capacity (WCFC) goal, growth in selling role contracts, partnership and alignment of Ecosystem onboarding paths, reduction in candidate cycle time, improvement in candidate ratios through the attraction and selection process, and best-in-class candidate experience. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: * Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. * Supports the development and implementation of business and marketing strategies to ensure the candidate pipeline and recruiting process is meeting the needs of the regional Advisor Groups and the Virtual Advice Team. * Oversees the team executing the Advisor Ecosystem playbook and is responsible for Sourcing, Recruiting, Selection/Assessment, Employment Law, and Onboarding. * Identified team strategies to source and attract passive candidates through the use and development of innovative online sourcing strategies and research techniques including: resume databases, referral generation, Boolean searches, social media, direct sourcing/cold calling, target companies, internal databases, etc. * Ensures the team's timely and effective sourcing and pre-qualifying of candidates for new advisor, practice growth and Virtual Advice team roles. This is accomplished by using proven strategies and techniques to identify, pre-qualify and attract quality talent to Thrivent. * Oversees the team to guide and coordinate candidates through the applicable assessments to move quickly through the recruiting process and drive reduction in candidate cycle time. * Manages the sourcing and recruiting coordinator functions and allocates appropriate resources to ensure that business unit and departmental objectives are met. * Tracks and analyzes field recruiting KPIs and outcomes to identify success, opportunities, trends and insights and applies the data for future approaches to field recruiting for each regional Advisor Group by Market, Group and channel level with key stakeholders and representatives. * Drives and effective partnership with key leadership in the regional Advisor Groups and the Virtual Advice Team to ensure their recruiting needs are met. Research and resolve issues, provide monthly updates on results and changes for each regional Advisor Group. * Identifies and leads continuous improvement, divisional and departmental projects to implement new capabilities and ease of doing business * Trouble-shoot and adapt to the regulatory / industry / advisor trends to ensure we deliver our recruiting goals within the team and Thrivent's Advisor Ecosystem. * Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. * Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. * Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Describe below the audience this role will interact with and level of influence they will have on those roles. * Senior field leaders and Virtual Advice leaders - moderate to high influence * Market Directors, Market Developers, Practice Growth Directors and Virtual Advice managers - high influence * Capacity Growth & Development COE VP, Directors, managers - high influence * Capacity Growth & Development COE team members, e.g. Contracting & Licensing Specialists, Launch Specialists - moderate to high influence * Distribution Solutions, HRIS, DEI, Marketing, other corporate leaders - low to moderate influence QUALIFICATIONS & SKILLS: Required: * College degree in HR, business, management or related business field or equivalent experience * Demonstrated experience (5+ years) leading a team * Skillset that will support focus on diverse talent acquisition * Strong interpersonal communications and relationship building skills * Excellent planning/organizing skills * Excellent collaboration and relationship building skills * Experience working with applicant tracking systems (e.g. Workday Recruiting) * Experience using virtual communication tools and conducting virtual sourcing searches e.g. remote meeting technology * Minimal travel may be required depending on business needs Preferred: * Demonstrated experience (5+ years) leading a team specifically in talent acquisition or financial services * Experience recruiting in the financial services industry or for sales positions * Knowledge of tools, techniques and resources for recruiting sales candidates Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $54k-70k yearly est. Auto-Apply 6d ago
  • Sr Application Processor

    Northwestern Mutual 4.5company rating

    Remote Northwestern Mutual job

    As a Senior Application Processor, you will work as part of a team responsible for consulting, communicating and corresponding on issues related to the input of life insurance application data, including auditing applications and data input, for the purpose of establishing computer records for underwriting and other required purposes. You will troubleshoot and resolve complex application issues, whether technical/system or application-related, identifying errors and determining appropriate corrective action. As appropriate, you will handle analytical and technical review of sensitive/confidential cases referred by Application Processors and others, as appropriate. You have a commitment to staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion. Primary Duties and Responsibilities The Sr. Processor is responsible for all the duties outlined in the lower level position with additional responsibilities for the job tasks involving more in-depth analytical and technical review of sensitive cases referred by Processors as well as LUCs, and other workgroups in TC/TUP. The Sr. Processor is accountable for accurate and timely completion of all Home Office and Field Office input work types. The incumbent is also responsible for inputting the confidential applications for HO employees and VIP cases. The employee must be familiar with company guidelines and unusual situations to analyze the in-force term contract. The Sr. Processor initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input. Accurate Home Office input is an integral part of establishing permanent client data records which impacts premium billing, premium refunds, corporate planning and New Business analysis. The employee completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases. The Sr. Processor must inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards. The Sr. Processor also serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion. The incumbent also serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits. The Sr. Processor is responsible to troubleshoot and resolve complex App Input issues whether system or application related. The Sr. Processor demonstrates analytical and technical skills by: Identifying errors, determining the appropriate corrective action to take Reviewing and correcting insurance rejects on the data base" Adding/Removing applications from exiting and new ISA Inputting the detailed changes and communicate them to the underwriter or TC Coordinator. Identifying and referring specific fields which require underwriter attention Activating new Insurance Service Accounts (ISA) Documenting necessary case notes for proper handling of app Maintaining performance levels within the standards set for quality and other metrics. The Sr. Processor is responsible to provide customer-focused service to internal and external customers by: Fostering a positive work team environment Participating in divisional or department committees Providing service through interpersonal, verbal and written communication Providing training support to the Network Offices upon request Serving as an App Input resource to the Field as the primary contact for the New Business Call Center Supporting and participating in divisional PACE objectives Distributing exception cases and FOI to all App Processors Independently resolves problems with applications submitted Not in Good Order (NIGO) Training and supporting new team members as needed Qualifications Successful completion of any required testing. Demonstrated ability to handle fast-paced, high volume work with high degree of accuracy. Ability to interact tactfully and positively with the Field Force and Home Office personnel. Keyboarding skills required. Demonstrated ability to complete assignments with minimal direction and to handle details accurately. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $18.37 Pay Range - End: $27.55 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $18.4 hourly Auto-Apply 14d ago
  • Business Analyst Intern (Summer 2026)

    Massmutual Ascend 4.3company rating

    Cincinnati, OH job

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Business Analyst Intern, you will support senior business analysts and project teams in tasks such as gathering and documenting requirements, conducting data analysis, and helping with project documentation and communication. Job Responsibilities Assist with the elicitation and documentation of business requirements through interviews, surveys, and workshops: Participate in the creation and maintaining of detailed requirement documents, user stories, and process flows. Assist in collaborating with stakeholders to obtain and document functional and non-functional needs. Contribute to developing and maintaining a knowledge base of the customer's business processes, systems, and functions. Grow in understanding of process modelling, including the use of appropriate modelling tools, techniques, and standards. Assist the development team in breaking down features into user stories with acceptance criteria. Establish relationships with business partners, teammates, and other members of the IT organization. Perform other duties as assigned. Minimum Qualifications Entering at least 2nd year of higher education pursuing a degree in Computer Science or related field. Strong problem-solving skills. Ability to adapt to changes in priorities. Customer-service focus and quality orientation Self-motivated, takes initiative, and passionate about learning/trying new technologies. Sense of personal accountability. What to Expect As an intern, you'll have the opportunity to connect with other interns, managers and leaders at MassMutual Ascend while gaining hands-on experience in your area of focus. Focused one-on-one meetings with your manager. Ongoing opportunities for development and learning. Working in a fast-paced environment with available flexible work schedules. A place to grow your career in a culture that inspires, rewards and develops employees. Small company feel with a focus on meeting customer's needs today and also well into the future. Propose your own ideas on projects. #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $45k-54k yearly est. Auto-Apply 14d ago
  • Intern

    Morgan Stanley 4.6company rating

    Cincinnati, OH job

    Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $28k-37k yearly est. Auto-Apply 9d ago
  • National Sales Consultant - Annuities

    Ameriprise 4.5company rating

    Remote or Minneapolis, MN job

    Apply to join our Annuity National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position annuities in the modern investment environment. As an Annuity National Sales Associate, you will promote RiverSource annuity products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match annuity product solutions to client's needs and goals. This is a first step into a career as a wholesaler. Remote work considered for qualified, licensed candidates located outside of Twin Cities metro. Key Responsibilities: Learn and become an expert in RiverSource annuity products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process. Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities. Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams. Pass all required exams and keep current on all FINRA and state insurance training and CE requirements. Required qualifications: Bachelor's degree or equivalent work experience Active Series 6 State Securities agent registrations (Series 63) Life and Health Insurance License If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam). Ability to build strong relationships Excellent communication and influencing skills Preferred qualifications: Knowledge of insurance and annuity products Experience in the financial services industry, financial sales, or financial wholesaling Ability to work on a sales and results driven team Effective presentation skills About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $23.55/ hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business RSA Annuities
    $23.6 hourly Auto-Apply 9d ago
  • Manager, Virtual Advice

    Thrivent Financial 4.4company rating

    Remote job

    Responsible for leading a team of 10-15 nationally licensed advisors that serve clients in all 50 states through phone, screen share, and video. Manages performance and sales results to ensure goals are reached across all levels - the business, the team, and advisors. Responsible for driving team revenue of $1.5M+ annually. Collaborates with broader sales leadership team to ensure delivery of a consistent approach to client experience and core expectations. DUTIES & RESPONSIBILITIES: Responsible for team revenue of $1.5M+ Accountable for the retention and engagement of a combined 800k clients. Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth. Responsible for conducting interviews and making talent selections based on attrition and future growth requirements. Provides onboarding and training that ensures strong speed to productivity and skill set development. Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency. Build and foster a culture centered around the organization's culture, mission, vision and values. Willingness and ability to lead from the front - i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team. Partner with sales director to conduct quarterly business planning and manage performance expectations. Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions. QUALIFICATIONS & SKILLS: Required: College degree in business, management, related business field, or equivalent experience. Prior experience as a financial advisor. Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer. 5+ years' experience of leading a team of 8 or more direct reports is highly desired. Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia Previous experience in financial planning, investment products, and insurance products. Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) Experience leading change in a fast-paced, high-growth environment. Prior experience working in a team setting to achieve results. Belief in organization's core values and mission. Driven and results oriented. Client-centric. Great communication skills. Outgoing, positive, and energetic. Empathetic. Strong organization skills. Preferred: Advanced Designation (CFP or ChFC, or CLU) is desired. Salesforce experience Money Guide Pro (or other planning tool) experience Experience working in virtual sales Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $94,389.00 - $127,703.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $94.4k-127.7k yearly Auto-Apply 7d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Columbus, OH job

    add jd WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $85k-114k yearly est. Auto-Apply 9d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Northwestern Mutual job in Cincinnati, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 11d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Northwesternmutual job in Canton, OH

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 14d ago

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Zippia gives an in-depth look into the details of Northwestern Mutual, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Northwestern Mutual. The employee data is based on information from people who have self-reported their past or current employments at Northwestern Mutual. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Northwestern Mutual. The data presented on this page does not represent the view of Northwestern Mutual and its employees or that of Zippia.

Northwestern Mutual may also be known as or be related to Northwestern Mutual, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Ins, Northwestern Mutual Life Insurance and Northwestern Mutual Life Insurance Company.