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Primerica Remote jobs - 79 jobs

  • Software Testing Analyst

    Primerica 4.6company rating

    Remote

    Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! About this PositionThe Software Testing Analyst is responsible for testing and verification of software solutions in the Licensing and Pre-licensing Departments at Primerica. The ideal candidate is technical and has a proven commitment to quality with a solid understanding of testing concepts, practices and procedures. As a Manual Tester, your primary responsibility will be to build effective test plans and test cases to explore and validate the functional correctness of our applications.Responsibilities & Qualifications ESSENTIAL FUNCTIONS Software verification of software applications in all phases of development life cycle including planning, inputs, design, implementation, and testing. Actively participate and contribute to ensure project test plans, scenarios, and data satisfy the project requirements as well as organizational quality standards. Learn and analyze system specifications/requirements. Write and execute manual system level test cases and procedures and analyze the results. Report defects and work with analyst, Product Owner and developers to resolve them. Perform debugging and root cause analysis of product issues or defects. Provide input and estimates to project planning activities and timely and accurate status reporting risks, and issues to project stakeholders. Provide continuous risk assessment and timely escalation of software quality concerns. Support department inquiries and maintenance tables. KNOWLEDGE, SKILLS AND ABILITIES Ability to provide regular and frequent status updates and project information to management. Strong verbal and written communication skills to effectively communicate technical issues to testers, developers and product owners Quick grasp of technical information and requirements. Sound business related skills such as problem solving, team building, judgment and decisions making. Excellent planning and organization skills, with a commitment to delivering on aggressive deadline Ability to work concurrently on several projects, each with specific instructions that may differ from project to project. Ability to work in a collaborative environment as well as independently with minimal supervision. Expertise in analyzing, troubleshooting and resolving complex issues. EDUCATION & EXPERIENCE: Technical Trade or business school in project management, technology, or equivalent discipline required At least 2 years' experience overall in quality assurance testing Experience in estimating, prioritizing, planning and coordinating testing activities. Strong hands-on test case and test protocol writing skills. Thorough understanding of testing methodologies including smoke testing and regression testing. Excellent troubleshooting skills to help isolate the cause of a defect. Knowledge of Jira, TestRail or their equivalents. Experience using SQL Experience with multiple platforms (Windows, DB2, SQL Server) Experience testing multi-tiered web-based systems. Knowledge of Agile Application Development and Scrum methodologies. Remote position FLSA status: This position is exempt (not eligible for overtime pay): YesOur Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
    $69k-88k yearly est. Auto-Apply 2d ago
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  • Business Analyst 3

    Primerica 4.6company rating

    Remote

    Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”. About this PositionBusiness Analyst 3 performs a range of assignments related to Life Insurance Project Support. Creates and executes business requirement documents, process flow diagrams and data mapping. Acts as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues. Manages mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring. May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives. Acts as a resource for colleagues with less experience. Interfaces with multiple teams and departments across the organization. Interfaces with managers and business owners throughout the organization. Coordinates with third parties and oversees projects involving 3rd party providers. *Local Applicants Only*Responsibilities & Qualifications Responsibilities Create and execute business requirement documents, process flow diagrams and data mapping Coordinate, manage and execute projects for Life Operations Research and resolve departmental system issues and concerns Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required. Create user acceptance criteria (test plans), coordinate with QA team to execute testing and work with QA to analyze test results Refine requirements and coordinate additional development as a result of any QA findings Research and resolve departmental system issues and concerns Formulate, develop and implement changes to improve departmental and process efficiency, including using automation tools (Microsoft Access, Testing Scripts, etc.) Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required. Act as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues Manage mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring Minimum Qualifications: Associates and/or bachelor's degree with a Concentration in Business and/or Liberal Arts. OR 3-5 years of equivalent business experience. Project Management Software (Version One, Jira, or equivalent) MS Office (Project, SharePoint, Word, Excel, Power Point, Access) Confluence / SQL and Data base experience Requires in-depth conceptual and practical knowledge of Life Insurance Business and practices and procedures within Project Management Life Cycle. Required Knowledge, Skills and Abilities Continue to build knowledge of the company, processes and customers. Solves complex problems and research requests. In depth knowledge of the systems and processes of the departments and business functions they support Broad knowledge of the systems and processes of the departments and business functions they support Able to work independently with minimal direction from management. Handle multiple priorities simultaneously FLSA status: This position is exempt (not eligible for overtime pay): YesOur Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
    $66k-92k yearly est. Auto-Apply 50d ago
  • FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide

    Northwestern Mutual 4.5company rating

    Remote

    Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $21.4 hourly Auto-Apply 60d+ ago
  • Life Underwriting Sr Specialist - Remote

    Northwestern Mutual 4.5company rating

    Remote

    Life Insurance Signature / Authority Limits 1M Signature / 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 guidance, as needed. Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. Develops and demonstrates change agility while maintaining mortality and morbidity expectations. Demonstrates continuous learning through the early adoption of new ways of underwriting. Develops proficiency with Reinsurance programs and determining 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. Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers. Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance. Discusses cases with peer reviewers with medical and technical staff, as needed. Understands and meets all quality, service, and production goals . Solves issues & escalations, with guidance as needed. Partners with Underwriting Support for case management Cross-functional leadership May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed. Qualifications A bachelor's degree or equivalent combination of education and experience is preferred. 1.5 years of traditional underwriting experience. Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules. Excellent written and oral communication skills with the ability to handle confidential information, and 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. Highly organized with the ability to establish priorities and meet deadlines. Displays agility to manage multiple tasks and adapt in a changing work environment. #LI-Remote or LI-Hybrid Compensation Range: Pay Range - Start: $60,340.00 Pay Range - End: $112,060.00 Geographic Specific Pay Structure: Structure 110: $66,360.00 USD - $123,240.00 USD Structure 115: $69,370.00 USD - $128,830.00 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.
    $60.3k-128.8k yearly Auto-Apply 21d ago
  • Associate Portfolio Manager - Parametric

    Morgan Stanley 4.6company rating

    Alpharetta, GA jobs

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES - Construct optimized equity index portfolios for separate accounts - Rebalance and transition portfolios to maximize tax-efficiency - Construct custom benchmark data - Monitor index changes and corporate actions - Generate after-tax return data for both portfolios and benchmarks - Performance attribution - Respond to client requests for analysis - Interact across teams including Technology, Research, Marketing, Client Service, Operations - Participate in process improvement and technology development efforts. JOB REQUIREMENTS - Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus - 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered. - Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred - Strong mathematical and analytical skills - Familiarity with academic financial theory and applications - Working knowledge of equity risk models and portfolio optimization preferred - Analytical writing ability 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. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $78k-140k yearly Auto-Apply 60d+ ago
  • Financial Representative Career Changer Opportunity

    Northwestern Mutual Vinings 4.5company rating

    Woodstock, GA jobs

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual Vinings! At Northwestern Mutual Vinings, we believe in excellence, integrity, commitment, courage, and fun. As one of the companys Top 5 Internship offices and a recipient of the Diversity Award, our team is dedicated to inspiring and challenging people toward a lifetime of stewardship and growth. We are a cohesive team committed to a standard of excellence that embraces accountability, and we get the job done every time. Beyond our work, we are proud to support causes that make a lasting difference in our community, including the Pediatric Brain Tumor Foundation, Special Forces Trust, and Second Chance K9. Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Compensation and Benefits: Performance-based earnings and revenue ( while there is no salary, average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year. Investment compensation up to a 90% grid rate Uncapped insurance compensation Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $42k-67k yearly est. 20d ago
  • Presentation Designer

    Raymond James 4.7company rating

    Remote

    Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. Under limited supervision, consults with internal customers regarding design and associated costs. Designs and prepares graphics for PowerPoint presentations and pitch materials. Executes and troubleshoots complex graphic jobs. Makes key contributions to graphics production activities and is accountable for quality assurance. Ability to perform quality control review for own work and work produced by teammates. Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. Ensures that the file management system is maintained. Remains current in presentation design trends and technologies. Manages deadlines through communication with the team. Mentors and utilizes associate presentation designers. Performs other duties and responsibilities as assigned. Skills: Moderate understanding of design principles and best practices for formatting content Strong knowledge and experience designing infographics, financial charts, tables, and graphs Displaying complex data in a visually sophisticated, appealing, and engaging format Producing creative work within an established organizational style and attention to detail. Mentoring and guiding associate-level presentation designers. Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro Expertise in Adobe Photoshop, InDesign, and Illustrator Expertise in MapInfo Professional Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. Organize information with attention to hierarchy, order, and emphasis Provide extensive attention to formatting detail and aesthetics Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work effectively as part of a collaborative environment Understand a project request and extrapolate key information from it Communicate effectively and professionally with all organizational levels, both orally and in writing. Develop creative solutions to graphic problems. Build relationships with colleagues at similar levels, both within and outside of the department. Consistently demonstrate a sense of urgency. Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: None required. Workstyle: Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1
    $70k-85k yearly Auto-Apply 14d ago
  • External Sales, Wirehouse Channel - Minnesota/Wisconsin

    Morgan Stanley 4.6company rating

    Remote

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory. Primary Responsibilities: Develop and maintain sales programs with assigned intermediaries. Identify client needs and coordinate efforts to service assigned intermediaries. Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients. Work in conjunction with an Internal Consultant to fulfill the business plan for the territory. Submit call and expense reports in a timely manner Participate in conference calls. Qualifications: Bachelor's degree or equivalent. Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience. FINRA Series 7, 79, 63 or 66 required. Strong communication and presentation skills. Must be extremely motivated and have demonstrated sales success. Must be comfortable with technology. 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. Salary range for the position: $100,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $100k yearly Auto-Apply 60d+ ago
  • Underwriting Consultant - Remote.

    Northwestern Mutual 4.5company rating

    Remote

    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
  • Sr Application Processor

    Northwestern Mutual 4.5company rating

    Remote

    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
  • Life Insurance Sales Agent - Entry Level (Remote)

    Primerica 4.6company rating

    Lincoln, NE jobs

    EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: ********************************
    $32k-39k yearly est. Auto-Apply 60d+ ago
  • Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

    Morgan Stanley 4.6company rating

    Alpharetta, GA jobs

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). ABOUT THE ROLE The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm. Primary Responsibilities * Support the maintenance of existing client accounts. * Assist with team projects and initiatives. * Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. * Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. * Support the termination of client accounts as requested. * Establish working relationships with Distribution and other internal teams on existing client relationships. * Establish working relationships with external contacts for new accounts and activity for existing clients. * Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. * Support the provision/refreshing of portfolio analyses with existing clients. Job Requirements * 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered. * 0-4+ years proven experience working with financial services advisors / money managers. * Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. * Relationship-building skills and ability to thrive in a team environment. * Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. * Established communication skills - both internally/externally in written/oral/auditory essential. * Familiarity with MS Office and the ability to learn additional internal/ external software programs. * Resourcefulness, problem solving, and organization (ability to prioritize effectively) * Willingness to work in fast-paced environment with hourly deadlines with attention to detail. * Flexible, willing, and able to work long hours as needed. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $60k-90k yearly Auto-Apply 60d+ ago
  • UX Content Writer Consultant - Columbus, OH

    Huntington National Bank 4.4company rating

    Remote

    In this role, you will ensure the voice of Huntington is brought to life across the digital customer journey. This work includes: Distilling information about financial products into consumer-friendly content that guides users effortlessly through digital interactions Researching, writing, fact checking, reviewing, editing, and championing content that ensures clarity, accuracy, transparency, ease-of-use, and timeliness Developing the content strategy for new products, services, and experiences Establishing standards, style guides, and processes that promote inclusivity and consistency across the organization's communications efforts Collaborating with interaction designers, visual designers, researchers, experience strategists, creative technologists, business representatives, legal and compliance partners, brand and marketing managers, and leadership to realize innovative design solutions Participating in iterative design and evaluation activities to refine UI concepts Basic Qualifications: Bachelor's Degree in English, creative writing, journalism, content design, user experience design, human factors design, industrial design, information technology, history, or psychology 5+ years of experience in creating/editing content for digital experiences Preferred Qualifications: Outstanding digital writing and editing skills, with an eye for UX implications Excellent verbal communication skills and practice leading group discussions, defending creative decision-making, and aligning with partners Skill and enthusiasm in researching and mastering complex topics, especially in the technology and personal finance spaces Experience as a key contributor in a professional creative team setting Experience with responsive web design and mobile-first approaches Familiarity with ADA compliance, usability standards, and guidelines Familiarity with Associated Press Style Comfort with ambiguous problem-solving tasks and a positive, can-do attitude toward resolving them Ability to work on multiple projects concurrently, demonstrating a mature ability to prioritize and manage time Demonstrated success in cultivating quality working relationships across all levels of an organization Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-84k yearly est. Auto-Apply 40d ago
  • Long Term Disability Claims Specialist II 3 30 26

    Metlife, Inc. 4.4company rating

    Remote

    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
  • National Sales Consultant - Annuities

    Ameriprise 4.5company rating

    Minneapolis, MN jobs

    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
  • Supervision Manager, Supervisory Solutions

    Raymond James 4.7company rating

    Remote

    Note: This person must reside in either of the following states: Idaho, Oregon, or Washington Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities include but are not limited to trade review, FINRA rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs review. Responsible for ensuring any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for un-reviewed actions or decisions. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues. Serves as the face of the organization and advocate for the branches they oversee. Job Description Essential Duties and Responsibilities Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. Perform reviews of client accounts and documents submitted by the branch. Educates branch staff associates. Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory standards. Review and analyze monitoring reports and systems for suspicious/unusual patterns and follow-up with appropriate individual(s) for explanations and actions. Coordinates registrations, continuing education, licensing, etc. of branch personnel. Oversees branch activities. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with branch offices and work together with them to address and resolve these concerns. Implements and enforces policies and procedures for all business platform branch office locations not currently staffed with a licensed and qualified branch manager by serving as the designated manager or branch manager delegate of these OSJ locations. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies and recommends changes to organizational policies and procedures while adhering to compliance and operational risk controls in accordance with company and regulatory standards. Handles all administrative matters in the hiring/termination of FA and their transition in and out of the branches. Monitors Supervisory Center alerts and handles any necessary follow-up. Researches and resolves complex problems relating to clients' accounts and inquiries. Identify needs of the team and find solutions to complex issues Communicates with the field regarding regulatory rules and firm policy changes. Serve as the face of the organization and advocate for the branches we oversee. Ensure any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Company policies and procedures and industry rules and regulations. Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Preparing and delivering clear, effective, and professional presentations. Identifying the needs of customers through effective questioning and listening techniques. Handling stressful situations and leading others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Projecting a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Employing good analytical skills to be able to research and resolve problems. Establishing and communicating clear directions and priorities. Utilizing good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Effectively organizing, managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Working independently, under minimal supervision. Ability to Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Travel extensively to perform required branch visits. Educational/Previous Experience Requirements Education/Previous Experience Bachelor's degree (B.A.) from four-year college or university, and a minimum of six (6) years' experience in a financial services firm / supervision ~OR~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7, 9/10 or 24, 66 or 63/65 required Series 53, Life, Health and Variable Annuity Licenses preferred Education Work Experience Certifications Salary Range $100,000.00-$111,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1
    $100k-111k yearly Auto-Apply 17d ago
  • Wealth Consultant with Military Background

    Northwestern Mutual Vinings 4.5company rating

    Kennesaw, GA jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual Vinings is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our offices. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Follow this link to hear about what draws veterans to opportunities at Northwestern Mutual: ******************************************* Meet: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Compensation and Benefits: Performance-based earnings and revenue ( while there is no salary, average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year. Investment compensation up to a 90% grid rate Uncapped insurance compensation Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $63k-93k yearly est. 6d ago
  • Lead Python Engineer - Mainframe Systems

    Morgan Stanley 4.6company rating

    Remote

    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 Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. 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. The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm. The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings. What you'll do in the role: Agreeing to responsibilities for deliverables in project plans Understanding requirements for the system components to be developed or updated Creating and/or understanding conceptual and detailed designs for the system components being developed or updated Coding additions or amendments to system components as directed by the project manager Unit testing of new or amended code Creating and executing test plans according to agreed project plans Participating in implementation of new or amended systems Escalation of issues as appropriate to the project manager Following working practices used within the team Providing Level 3 support - possibly after hours Specific duties include: Reviewing project documentation to understand deliverables Designing, coding and testing new or amended system functionality Creating system documentation as required Working with other team members to ensure the success of the project Providing status and progress updates to the project manager as required What you'll bring to the role: Bachelor's Degree in Engineering, Computer Science or equivalent experience. 8 years of Python Dev in Mainframe or distributed systems. Experience with JavaScript Understanding of mainframe operating systems (z/OS) Experience in a Linux OS environment is highly preferred Experience with either PostGRES or DB2 is highly preferred 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. For California: 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. For Ohio: Expected base pay rates for the role will be between $110,000 and $160,000 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. For Colorado: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close January 15th, 2026. For Illinois Salary range for the position: $130,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings For Maryland: Salary range for the position: $135,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Massachusetts: Expected base pay rates for the role will be between $130,000 and $190,000 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. For Minnesota: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New Jersey: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New York: 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. For Vermont: Expected base pay rates for the role will be between $130,000 and $190,000 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. For Washington: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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 58d ago
  • Front-End Developer - Remote

    Citi Us 4.6company rating

    Virginia jobs

    About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Overview In support of modernizing and enhancing a loan origination and servicing system, we're seeking a skilled Front-End Software Developer to build responsive, user-friendly interfaces for cloud-native applications that adhere to security and software development standards. The ideal candidate will collaborate closely with business analysts, designers and backend developers to deliver seamless user experiences in a dynamic, agile delivery environment. Work Authorization Requirement: This position requires candidates to be authorized to work in the United States on a permanent basis. Sponsorship is not available for this role now or in the future. Role and Responsibilities Develop and maintain web applications using Angular 21 or higher (others such as TypeScript, HTML5, and CSS3). Implement responsive designs and ensure cross-browser compatibility. Optimize front-end performance and accessibility. Integrate front-end components with backend APIs. Collaborate with business analysts, architects, backend developers, and QA testers for cohesive solutions. Participate in code reviews, testing, and deployment processes. Troubleshoot and resolve technical issues across the stack. Minimum Qualification Develop and maintain web applications using Angular 21 or higher. Implement responsive designs and ensure cross-browser compatibility. Optimize front-end performance and accessibility. Integrate front-end components with backend APIs. Collaborate with requirements analysts, designers and backend developers for cohesive solutions. Participate in code reviews and maintain high-quality and security standards. Preferred Qualification Experience with AWS services for front-end hosting (e.g., S3, CloudFront). AWS Certified Developer. Knowledge of and experience using AI tools (e.g. GitHub Copilot). Understanding of security best practices for web applications. Experience with unit testing frameworks (e.g., Jasmine). Familiarity with monitoring and logging tools (e.g., SonarQube, CloudWatch, X-Ray). Experience in large scale information technology and database systems utilizing Java technologies. Experience in developing and / or supporting loan origination and servicing systems.
    $105k-136k yearly est. Auto-Apply 2d ago
  • Financial Specialist

    Primerica 4.6company rating

    Abilene, TX jobs

    At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact. Job Overview: We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company. Key Responsibilities: Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community Sales, Calls, and Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support. Marketing and Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services. Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed. Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products. Required Qualifications: Excellent communication and time management skills, with a focus on building long-term client partnerships. Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends, Preferred Qualifications: Valid Life Insurance and Investment License. Previous experience in the financial industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiations skills, with the ability to explain complex financial concepts simply. WHY JOIN US? Flexible Remote Work: Enjoy the convenience of working from anywhere. Growth Opportunities: As part of a growing team you will have the chance to learn and advance in your career. Supportive Environment: We believe in the power of teamwork and continuous development. Impactful Work: Help Families achieve financial security and independence.
    $28k-34k yearly est. Auto-Apply 60d+ ago

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