Post job

Prudential Financial Remote jobs - 166 jobs

  • PGIM - Associate, RFP Writer (Hybrid)

    Prudential Financial 4.8company rating

    Newark, NJ jobs

    Job Classification: Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place. This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office. What you can expect Assist with RFP requests, investor diligence inquiries, and market surveys Track, coordinate, and complete requests Confirm source-data accuracy and appropriate application in responses Ensure clarity, brevity, and consistency Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: Gather information and tailor responses Ensure timely delivery of proposals Project-manage document completion Fulfill internal requests for information used for standard and ad hoc client reporting Manage Consultant Database Updates Maintain updated content in our RFP database Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe What you will bring 3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services Strong written/verbal communication and quantitative skills Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel Outstanding project management, relationship management, and organizational skills Ability to work in a fast-paced, deadline-driven environment High degree of professionalism and client service mindset Excellent writing, verbal, and editing skills What will set you apart? Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-115k yearly Auto-Apply 27d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Associate Actuary (Hybrid)

    Prudential Financial 4.8company rating

    Newark, NJ jobs

    Job Classification: Actuarial - Actuarial The Methodology and Modeling Team within the Prudential Retirement Strategies (PRS) Actuarial Group is seeking an Associate Actuary. The team is responsible for developing and refining pricing methodology / framework and managing the development and testing of a spectrum of pricing models that provide critical support to product innovations, pricing / rate setting, and risk analytics. This role will be a part of the Methodology sub-team and plays a critical part in leading cross-functional initiatives between the retail annuity and institutional retirement businesses. The position will be responsible for developing sound methodologies, creating innovative solutions, and testing/comparing capabilities of Prudential's multiple pricing models across various platforms (MATLAB, Python, GGY-Axis, etc.). This individual will work closely with other members of the methodology team, model development teams and pricing teams during the various model development lifecycles (MDLC), as well as collaborate with Actuarial Model Control (AMC) and Model Risk Management (MRMG) to ensure compliance to model risk governance requirements. Additionally, the individual will be actively engaged in other methodology, framework and R&D projects to support various PRS and enterprise initiatives. What you can expect: Design, refine and manage the model testing and control processes; incorporate best practices and continuingly improve the effectiveness and efficiency of the processes. Lead on execution of testing initiatives, including managing testing resources and timelines, prioritizing workstreams, conducting rigorous testing and review, and developing comprehensive testing results documents. Interact closely with model developers to share testing findings, provide feedback / suggestions, and ensure identified issues are addressed properly. Coordinate with model users for adequate UATs. Collaborate with AMC and MRMG to ensure compliance to the model risk governance requirements. Proactively drive methodology refinements and technology advancements to generate enhanced modeling capabilities by conducting innovative research. Collaborate with the Modeling, New Initiatives and Pricing Teams to provide support for Business Unit/Enterprise initiatives, such as new methodology for product innovations or pricing framework changes, ALM risk analysis, required capital framework. What you'll need: 4-5 years of actuarial experience or equivalent experience in a similar quantitative financial field; knowledge in retail annuity and institutional retirement products is desirable Strong quantitative modeling and analytical skills; understanding of financial instruments and asset liability risk management preferred Solid programming skills (e.g., VBA or other programming languages); Experience with MATLAB, Python, and predictive modeling / machine learning is a big plus Strong project management skill; strong execution with attention to detail Good verbal and written communication skills; able to explain technical concepts to non-technical audience Highly motivated individual who can work equally well independently and in a team environment The current EWA for this position is Hybrid and requires on-site presence on a reoccurring basis as determined by the business. We will provide additional details relative to the specific number of days you are expected to be on-site. #LI-HYBRID What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $107,300.00 to $166,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $107.3k-166.4k yearly Auto-Apply 48d ago
  • VP, Sales - Stock Plan Services, Private Equity (Remote - National)

    Charles Schwab 4.8company rating

    San Francisco, CA jobs

    Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Applicants must currently be authorized to work in the United States on a full-time basis without employer sponsorship. We are seeking an accomplished sales professional to pursue new equity plan administration opportunities. As a Vice President of Sales, this individual will be instrumental in expanding our market presence through a network of relationships with finance, legal and HR executives, equity plan administration professionals, consultants, and other influencers. This individual will be responsible for growing business in a designated territory and working with internal business partners to promote multi-practice opportunities with an emphasis on private companies with an emphasis on near term IPO companies. What you are good at: Developing and closing a pipeline of private companies Cultivating and maintaining influential relationships with executives in finance, legal, HR, and stock plan administration, as well as industry consultants and centers of influence Generating and executing a strategic, long-term acquisition plan for prospects Identifying and helping advance multi-practice prospects with equity compensation, 401k, deferred compensation, and wealth management needs Isolating the buying criteria, issues, and needs of respective prospects and alignment to distinct buyers Collaborating with and motivating internal and external business partners throughout the sales process to develop a complete solution for equity plan and multi-practice prospects Coordinating and delivering quality team sales presentations that are cohesive, compelling, and persuasive Leading prospect negotiations in coordination with pertinent partners to gain commitment and ensure accurate and successful contracting Analyzing sales data and performance metrics to understand the effectiveness of strategies and identify areas for improvement Supporting local, national, and international equity related organizations and events What you have To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. Required Qualifications Self-motivated, optimistic, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty Exhibits professionalism, confidence, accountability, and respect for others with each interaction Sales focus and a history of exceeding expectations Excellent listening, communication, and interpersonal skills 5+ years equity compensation sales experience Demonstrable record of accomplishment of success in equity compensation sales Deep understanding of the equity compensation marketplace, plans, and administration Experience working with C-suite level executives Possess a solution and service-oriented attitude when dealing with varying situations, circumstances, and people Innate curiosity and drive for continuous improvement Creative and strategic thinking with the ability to prioritize activities and adhere to defined procedures and timelines Effective presentation skills, including the use of technology to communicate topics in clear, easy to understand terms Willingness to travel (overnight) to markets within and beyond a designated territory Preferred Qualifications Series 7 and 63 licenses or a willingness to acquire Certified Equity Professional (CEP) designation or a willingness to acquire In addition to the salary range, this role is also eligible for bonuses or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance #J-18808-Ljbffr
    $111k-157k yearly est. 1d 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
  • (Senior) Associate, Enterprise Strategy & Development

    Thrivent Financial 4.4company rating

    New York, NY jobs

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

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Employer: USAA Federal Savings Bank Tasks: Collaborate with business subject matter experts to ensure maintenance and accuracy of updated business procedures within the project management environment. Create robust test scenarios from a business end-user perspective to ensure updated, innovative and quality systems that are within compliance regulations. Execute tests and troubleshoot issues to identify the root cause of the resulting problem. Triage and report system defects identified in the testing plan to appropriate stakeholders in IT. Maintain leadership informed on testing status. Provide an objective review of testing activities and results. Make applicable recommendations to deliver a superior product. Serve in an advisory capacity to internal staff and resolve escalated issues as they arise. Set expectations on testing activities and adhere to timelines related to testing. Serve as a resource to less experienced team members. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. May telecommute. Requirements: Will accept a Bachelor's degree in Electronics Engineering, Software Engineering or related field and 4 years of experience in the job offered or in a related occupation. Position requires: Bank Disputes testing performing functional, regression and user acceptance testing; Leading a team of testers driving capacity planning of test execution; Software Development Life Cycle (SDLC); Software Testing: unit, smoke, sanity, integration, functional, regression, and web application testing; JIRA; qTest; Microsoft Visio; Eclipse IDE; Microfocus Unified Functional Testing (UFT); IBM Personal Communications; HP ALM (Quality Center); Testing methodologies - agile and waterfall; Banking products within a financial service organization; U.S. banking laws and regulations: Regulation Z; Regulation B; Regulation E; Fair and Accurate Credit Transactions Act (FACTA); Fair Debt Collection Practices Act (FDCPA); Unfair, Deceptive, or Abusive Acts or Practices (UDAAP); Telephone Consumer Protection Act (TCPA); Fair Credit Reporting Act (FCRA); Consumer Financial Protection Bureau (CFPB); Equal Credit Opportunity Act (ECOA); Fair Credit Billing Act (FCBA); and National Automated Clearinghouse Association (NACHA). Worksite: 9800 Fredericksburg Road, San Antonio TX 78288 Relocation assistance is Not Available for this position. This position is eligible for the Employee Referral Program. #DNP Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $68k-84k yearly est. Auto-Apply 27d ago
  • Associate Portfolio Manager - Parametric

    Morgan Stanley 4.6company rating

    Edison, NJ 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 Planning Business Consultant

    Northwestern Mutual 4.5company rating

    Remote

    Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field. Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field. Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy. Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies. Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences. Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections. Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services. Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices. Drive the achievement of the goals for the Planning and Wealth Consulting Team. Other responsibilities may be assigned as necessary. Qualifications Series 7 required. Bachelor's degree in business, finance or related field. Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services. Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals. Confidence in counseling representatives on a variety of proactive approaches and solutions. Strong analytical skills, problem solving, attention to detail and accuracy. Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization. High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results. Passionate about Northwestern Mutual Financial Planning process, products and services. Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software. Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective. 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: 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.
    $76.7k-142.4k yearly Auto-Apply 32d 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 5d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Princeton 4.5company rating

    Trenton, NJ jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Princeton District of Northwestern Mutual, our mission is simple yet powerful: to inspire people to live the life they can imagine. We foster a culture that prioritizes training, continued education, and mentorship, ensuring our team members are equipped to thrive. Our commitment to diversity and inclusion is reflected in initiatives like our Local Diversity and Inclusion Council and annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a meaningful difference in our community, supporting organizations such as Alexs Lemonade Stand Foundation, the Black Women NJ Group (Rose Gold Sponsor), Scholars of Finance, and Special Olympics. Here, we combine purpose, professional growth, and community impact to help both our clients and our team members achieve extraordinary success. Our thriving office is located at: 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540 Watch this short video to experience 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 companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jesse May Managing Director: Time with NM: 21 years. Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative. Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact. Follow this link to learn more about Jesse: *********************************************** Nick DeLorenzo Growth and Development Director: Time with NM: 16 years. Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym. Passionate About: A proud father to his daughter, Nicks favorite activity is coaching her flag football club team, which he led to a championship victory last year. Follow this link to learn more about Nick: ********************************************* Ben Kraml Growth and Development Director: Time with NM: 7 years. Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University. Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game. Follow this link to learn more about Ben: ****************************************** Mikayla Rafferty Talent Acquisition Manager: Time with NM: 6 years. Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director. Passionate About: Mikayla is currently planning her wedding with her fianc, Lucas. An avid soccer player in a local womens league, she also enjoys frequent trips to Florida to visit her parents. Follow this link to learn more about Mikayla: ******************************************************* 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. 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. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $38k-62k yearly est. 9d ago
  • Sr. Injury Adjuster

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Sr. Injury Adjuster, you will work within defined guidelines and framework, responsible to adjust attorney involved moderately complex bodily injury claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, defending, and settling claims in compliance with state laws and regulations. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice, and compassion. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX; Chesapeake, VA; or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Identifies and manages existing and emerging risks that stem from business activities and the job role. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled. Follows written risk and compliance policies, standards, and procedures for business activities. Adjusts attorney-involved moderately complex bodily injury claims with demonstrable injuries (e.g. torn meniscus, broken bones, disc herniations), as well as all auto physical damage associated with those claims. Identifies, confirms, and makes coverage decisions on moderately complex bodily injury claims. Investigates loss details, determines legal liability, evaluates, negotiates, and arrives at claim settlement within appropriate authority guidelines. Clearly documents thought process, investigation, evaluation, negotiation, and settlement decisions. Prioritizes and manages assigned claims workload to keep members and other involved parties informed, provides timely claims status updates. Collaborates and supports team members to resolve issues and identify appropriate matters for escalation. Partners and/or directs vendors and internal business partners to facilitate timely claims resolution. Supports workload surges and/or Catastrophe Operations as needed. May act as an informal resource for team members with less experience. What you have: High School or General Equivalency Diploma. 1 year of injury adjusting experience. 2 years of auto liability claims adjusting experience. Deep knowledge and understanding of the auto claims contract as well as application of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Demonstrated time-management and decision-making skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Proficient knowledge of human anatomy and medical terminology associated with bodily injury claims. Ability to exercise sound financial judgment and discretion in handling insurance claims. Proficient knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts. What sets you apart: 4 or more years auto liability/casualty adjusting experience. 1yr Medical experience to include coding and billing or EMT. Ongoing Professional Development with a focus on Insurance. Bachelors degree or higher. US military experience through military service or a military spouse/domestic partner. Compensation Range: The salary range for this position is: $63,590 - $121,530. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $63.6k-121.5k yearly Auto-Apply 8d ago
  • Data Scientist Senior

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Employer: United Services Automobile Association Tasks: Partner with other analysts across the organization to fully define business problems and research questions. Support SME's on cross functional matrixed teams to solve highly complex work critical to the organization. Integrate and extract relevant information from large amounts of both structured and unstructured data (internal and external) to enable analytical solutions. Conduct advanced analytics leveraging predictive modeling, machine learning, simulation, optimization and other techniques to deliver insights or develop analytical solutions to achieve business objectives. Support Subject Matter Experts (SME's) on efforts to develop scalable, efficient, automated solutions for large scale data analyses, model development, model validation and model implementation. Work with IT to research architecture for new products, services, and features. Develop algorithms and supporting code such that research efforts are based on the highest quality data. Translate complex analytical and technical concepts to non-technical employees to enable understanding and drive informed business decisions. May telecommute. Requirements: Will accept a Bachelor's degree in Business Analytics, Computer Science, Applied Mathematics, Quantitative Economics, Statistics or related field followed by 6 years of progressive, post-baccalaureate experience in job offered or in a related occupation. Alternatively, will accept a Master's degree in Business Analytics, Computer Science, Applied Mathematics, Quantitative Economics, Statistics or related field and 4 years of experience in job offered or in a related occupation. Position requires: Developing models using Machine Learning techniques for Prediction, Classification and Segmentation: Regression with regularization; Tree based Ensemble (Bagging- Random Forest, Boosting- CatBoost, AdaBoost, and XGBoost); Gaussian Mixture models; K-means/ KNN; and Neural Network and Natural Language Processing (NLP) based models; End-to-end model development process from collaborating with cross-functional teams, collecting business requirements, data collection, model development, and validation and deployment; Developing statistical models and quantitative analysis; Coding languages & analytical tools for ML model development such as Python, PySpark and AWS Sagemaker, Google Cloud Platform, Microsoft Azure big data environments, and Git; Hadoop architecture; Snowflake, Hive, Oracle, IBM Netezza, and MySQL; Tableau and Power BI; Grasp of mathematics in calculus, linear algebra, probability, and statistics; Coding SQL queries; Translating product, business requirements into approach statements, project plans and communicating results of advanced analytic solutions; and Deploying Machine Learning, statistical models into production environments and monitoring the models in production. Worksite: 9800 Fredericksburg Road, San Antonio, TX 78288 Relocation assistance is Not Available for this position. This position is eligible for the Employee Referral Program. #DNP Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $89k-113k yearly est. Auto-Apply 26d ago
  • Account Executive

    Prudential Financial 4.8company rating

    Hartford, CT jobs

    Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! This individual will be part of the team responsible for facilitating Prudential life insurance product sales between Prudential and Brokerage General Agencies (BGAs) serving the Institutional Sales Channel (primarily Banks, Wirehouse and Independent Broker Dealers. This position will report directly to the Divisional Vice President. The current EWA for this position is Fully Virtual. While this position does not require your on-site presence on a regular basis, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office. What you can expect: Meeting with assigned BGA partners and working directly with their Point-of-Sale wholesalers to support their marketing efforts within Institutions. There will be travel between 40-60% of the time Efficiently coordinate resources (Distribution Support, Sales, and Marketing Support, Internal and External Wholesalers, Advanced Marketing, New Business, Post Issue, Compensation, E-Commerce) to increase production and market penetration within the Institutions Providing the Institutional account: product knowledge, training, sales ideas, problem solutions, facilitation of valuable communication between the BGA, their wholesalers, the Institutions and our support team, and above all - quality service Serve as a point of escalation for issues or problems on specific insurance cases and will expedite their resolution Working closely with Pru National Account Executive's, Regional Vice Presidents, (Wholesalers), etc. and providing input in the creation of the overall Institutional plan and implement these business plans successfully as it relates to your region and accounts The individual is expected to travel to visit with targeted point-of-sale wholesalers for our BGA's, conduct meetings and provide training to Institutional producers in support of their marketing efforts What you'll need: FINRA Series 6 or 7 and 63 required Excellent presentation skills (overall) including basic sales, communication skills (written and verbal), and sales training skills (preferred) Knowledge of Life Insurance Products Specifically Universal Life, Variable Life, Survivorship, Term, including Guaranteed products and riders, and general policy benefits and administration. This would also include general product competitiveness within each product and market Proficient time management skills, negotiation skills and ability to influence others - assertiveness is critical It'd be a plus if you had: Two years plus experience in marketing or selling life insurance (experience with wirehouses preferred) Leadership skills to direct and motivate others toward the achievement of objectives. Ability to understand, develop, and apply management information reporting to find opportunities, support planning, and further deeper relationships with the Institutions. At Prudential, you can: Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward. We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave Retirement plans: 401(k) plan with company match (up to 4%) Company-funded pension plan Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $52k-74k yearly est. Auto-Apply 7d ago
  • Government Relations Director (Eastern Region)

    USAA 4.7company rating

    Yorketown, NJ jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a talented Government Relations Director at USAA working remotely within an assigned region. As a dedicated Government Relations Director, you will identify and analyze proposed legislation that could impact USAA's operations. Acts as USAA's representative in legislative and public policy matters and in industry organizations concerned with legislation and public policy. In this role, you will play a key role in developing political strategy. Will lobby legislators and may testify on bills of special interest to USAA and its membership. Maintains information resources and reports on status of legislation to USAA CoF (company of function). You will serve as a consulting liaison for regional legislative officers and their staff. This position will offer flexibility to work remotely from one of the states assigned to this region including New York, New Jersey, Massachusetts, or Connecticut. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Travel requirement: A frequent amount of travel is typically involved in this role and can vary based on current legislative and regulatory advocacy priorities. An applicant should plan for 50% of the job duties to include travel requirements. Relocation assistance is not available for this position. What you'll do: Analyzes proposed legislation for early identification of issues relevant to USAA and coordinates strategies to achieve USAA's legislative objectives. Works with other company and trade association's representatives to ensure appropriate discussion and analysis are considered and the requisite coordinated action is driven. Creates strategy for legislative advocacy and leads implementation of lobbying strategy. Directs information resources in relation to active legislation. Responds internally to questions on a variety of legislative issues that affect the company and frequently interacts with senior management on matters requiring inter and intracompany coordination. Understands the political environment and applies newspapers, websites, professional contacts and trade associations to identify key issues, political figures and races that might affect USAA's operations. Provides interpretation and explanation of the more complex legislative enactments. Advises management on prudent political strategy and the potential reaction. Maintains knowledge of USAA's current operations and the financial services industry. Stays abreast of issues in the financial services industry and actively seeks to link those issues to ongoing or emerging legislative opportunities. Maintains relationships both within and outside USAA to facilitate information gathering and dissemination. Represents USAA before Federal and/or State Legislatures and Regulatory Agencies, where appropriate. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in government relations or law. Excellent verbal and written communication skills, including ability to communicate complicated and technical points related to political strategy clearly. Experience working with Federal and/or State Legislatures and Regulatory Agencies. Demonstrated knowledge and application of legislative processes and procedures. Advanced understanding of federal, state, and local political landscape and issues. Experience advocating on behalf of an organization or issue. Subject matter expert in Microsoft office and applicable web tools. What sets you apart: Working knowledge of New York, New Jersey, Massachusetts, and Connecticut state legislative and regulatory structures. Law Degree or master's degree Significant experience in government affairs within the financial services industry, trade associations, or government entities in New York, New Jersey, Massachusetts, and Connecticut. Previous public or private sector employment working with state government entities. Experience in establishing strategic partnerships and alliances to support advocacy goals US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $143,320 - $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $98k-119k yearly est. Auto-Apply 4d ago
  • Benefits Advisor (Mid-Level) - Leaves and Programs

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Benefits Advisor (Mid-Level), specializing in Leaves and Programs, you will be a key resource for our employees navigating important life events. You will manage leave programs, vendor relationships (i.e. our onsite child development center), communications, and annual enrollment fairs, ensuring a smooth and supportive experience for USAA employees. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office location. Relocation assistance is not available for this position. What you'll do: Leave programs subject matter expert. Vendor and program relationship manager. Onsite services support to include managing onsite child development center relationship. Back-up care program management. Leads communication efforts across the benefits team, builds relationship with Association communications subject matter experts. Manage the MyTotalRewards portal. Event planning, coordinates all Annual Enrollment Fairs across all campuses. Provide expert mentorship in the design, development, and administration of employee benefit plans. Support the daily operations of benefit programs, ensuring they meet all legal and contractual requirements. Analyze trends and data to identify and solve benefit-related issues, finding the best solutions for the organization and employees. Help resolve sophisticated issues related to employee benefit programs. Ensure that benefit programs and vendors align with the company's overall Total Rewards philosophy. Assess vendor performance and ensure contracts deliver excellent service to employees. Collaborate with partners to improve and refine employee benefit program goals. Evaluate how well benefit programs are working and the impact of changes made. Ensure benefit programs follow all applicable laws and regulations, staying ahead of changes that may affect offerings. Research and analyze program changes to maintain compliance with federal regulations. Participate in benefit-related projects and initiatives, working on cross-functional teams. Coordinate with collaborators to create and implement systems and processes that support benefit projects. Help implement communication strategies for benefit plans, including updates on open enrollment, pricing, and plan details. Analyze costs and identify ways to minimize expenses and improve efficiency, while also assessing the financial impact of programs. Identify, assess, and handle risks associated with benefit programs, following all risk and compliance policies. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations. Experience leading and/or running projects/programs. Solid understanding of data analysis tools and techniques. Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs. Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to critical inquires and complaints. Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans. Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA. What sets you apart: Experience leading and/or implementing Benefits communication strategies. Strong vendor management experience (assessing SLOs, issue management). Experience with corporate Military Leave programs. Ability to work autonomously as well as with direction. Expert verbal and written communication skills. Compensation range: The salary range for this position is: $77,120.00 - $147,390.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-147.4k yearly Auto-Apply 60d+ ago
  • Commercial Collector (Remote)

    American Financial Management 4.9company rating

    Rosemont, IL jobs

    We are a Commercial Collection agency in business for over 50 years with national and international clients. AFM is a leading commercial collection agency dedicated to providing exceptional debt recovery services. We pride ourselves on our professional approach and commitment to achieving the best results for our clients. AFM is looking for a highly motivated and detail-oriented Commercial Collector to join our team. The ideal candidate will be responsible for managing and collecting outstanding debts from clients in the Commercial sector. Skills: Good written, verbal, listening and phone communications skills Problem solving and negotiation skills General computer skills with the ability to type Ability to work in a fast-paced environment Ability to maintain composure with difficult debtors Ability to handle a high-volume inventory Key Responsibilities: Make a high-volume amount of calls to business debtors to recover payment on delinquent accounts Accept payment by credit card, check by phone/fax/email Negotiate settlement within prescribed guidelines Provide account updates to clients as needed Locate businesses and individual owners through skip tracing techniques Meet and exceed monthly recovery goals Qualifications: Proven experience in debt collection, preferably in the Commercial sector. Strong negotiation and communication skills. Ability to handle difficult conversations and remain professional under pressure. Proficiency in using collection software and Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses Health, dental, and vision insurance Flexible paid time off and holidays Short-term disability Life insurance AD&D insurance
    $34k-38k yearly est. 60d+ ago
  • Mainframe CICS Systems Engineer- Vice President

    Morgan Stanley 4.6company rating

    Alpharetta, GA jobs

    As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: Knowledge of SMP/E, software upgrades and maintenance Knowledge of all CICS parameters that control performance in a CICSPlex environment. Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. Knowledge of the CICS resource definitions, including those that pertain to CICS region performance Experienced with the CICS monitoring tools such as Sysview for CICS. Ability to perform problem determination, dump analysis and performance tuning Knowledge of Cobol to support application developers Experience with Mainframe Websphere MQ Excellent oral/written communication skills Skills desired: Assembler, COBOL and REXX coding and knowledge of CICS Exits Web application support in a CICS TS V6.x environment Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility Utilization of CICS Configuration Manager Working knowledge of zOS & CICS Explorer Understanding of CICS REST Services Prior Application programming experience a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-210k yearly Auto-Apply 39d 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 12d ago
  • Licensed P&C Insurance Professional - Sales and Service (Signing Bonus)

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in March, April, and May we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our San Antonio office at 9800 Fredericksburg Rd, San Antonio, TX 78288. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 8:00 AM - 6:00 PM Local Time USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation range: The hiring range for this position is: $46,370 - $48,870. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $46.4k-48.9k yearly Auto-Apply 5d ago
  • Senior Actuarial Associate (Hybrid)

    Prudential Financial 4.8company rating

    Newark, NJ jobs

    Job Classification: Actuarial - Actuarial At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! The Senior Actuarial Associate will act as a point of contact for actuarial and general transaction activities in support of Prudential's International Reinsurance (IR) efforts, which is the international component of Prudential's rapidly growing Pension Risk Transfer business. This individual will be actively engaged in live non-U.S. Reinsurance transactions supporting the Transaction Lead. In particular, they will aid the business team's preparation for discussions with market intermediaries and counterparties on certain live transaction opportunities focusing on benefits, data, and liability modeling, and will also participate in transaction closing and on-boarding activities. The successful candidate will support the team's efforts to achieve aggressive business growth while maintaining an appropriately controlled operating environment. The current employee work arrangement for this position is hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you can expect: Provide an analysis and concise summary of pension plan provisions and proposed benefit structure as part of the presales process, identifying any new or unusual risks as well as specific benefit and transaction features that present pricing, onboarding or implementation challenges. Review client Request for Quotations (RFQ) documents alongside the transaction lead and ensure that the Business, Underwriting, Pricing and Administration teams interpret these documents correctly and consistently. Analyze raw data files and run the transaction data query process for purposes of constructing a reinsurance transaction benefits model. Work with counterparty actuaries to reconcile pension benefit and cash flow modeling. Work with the Pricing Team to independently replicate Pension and Annuity cash flows using the Best Estimate assumptions along with all reserving and capital scenarios in order to validate the liabilities used in our pricing models. Review reinsurance Term Sheets and draft/review legal document language relating to the benefit characteristics that underlie our premiums and fees. Actively engage as a member of the transaction team from initial evaluation and quotation, through the on-boarding process. Participate in general business transaction support activities. What you'll need: Bachelor's degree in actuarial science or related field. Minimum of 3 years of actuarial or related work experience preferably in retirement and/or insurance. Several exams passed and desire to pursue ASA/FSA designations. Strong technical skills (Microsoft Excel, SQL and PowerPoint) and ability to understand complex quantitative concepts and models. Good communication skills, particularly in presenting technical results to senior executives and non-technical audiences. Ability to work independently with excellent project management skills and ability to juggle multiple urgent priorities. Creative problem-solver, particularly in areas with very little clarity or precedence. Highly motivated and ability to thrive in a fast-paced, results-oriented environment with high quality standards. Fast learner with ability to collaborate with multiple teams on complex transactions. It'd be a plus if you had: Experience with pension industry is highly preferred but not required. Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. At Prudential, you can: Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services such as on demand resources and networking to propel your career forward. We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. #LI-RRJ What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $99,700.00 to $148,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $99.7k-148.5k yearly Auto-Apply 35d ago

Learn more about Prudential Financial jobs