Sun Life of Canada Jobs

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Applicant must reside in Baltimore, Maryland and be willing to work in a physical Sun Life office location. At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. JOB SUMMARY: Responsible for overall client relationship, satisfaction, and program success. The Sr. Client Partner will oversee every element of the contract deliverables, including compliance reporting, financial reporting and service level performance reporting. Also responsible for ensuring effective internal coordination of cross-functional teams and external communication of client requests to ensure client expectations are satisfied. How you will contribute: Responsible for on-going, effective communications and service to the current clients via on-site meetings, web-conference calls, and day-to-day interaction. Provide primary support to DentaQuest leadership for administration of administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFR and contract. Proactively identify client expectations, communicate expectations to DQ leadership and staff, and ensure expectations requirements are delivered effectively. Proactively resolve issues and strengthen relationships at various professional levels within the client's organization. Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules and communicate same to ensure compliance with state and federal guidelines. Perform functions that support timely and accurate reporting to clients. Responsible for ensuring Office Reference Manuals are kept up to date, corrective action plans are implemented, and client audits are organized effectively. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support and other special requests from clients, providers and other organizations. May be responsible for local DQ staff. Responsible for the determination and implementation of performance and wage evaluations, performance improvement plans, disciplinary processes, and terminations for local staff, in accordance with company policy. Provides regular updates to senior management on internal and external issues affecting market performance. Represent DentaQuest at health fairs, conferences and advisory meetings through the State. Utilize leadership, negotiation, conflict resolution, project management, and strategic problem-solving skills. Other duties as assigned. What you will bring with you: Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers. Two years' experience in a supervisory role. Well-organized and superior organizational, written, and oral communication skills (particularly presentation skills). Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions. Ability to work independently and as part of a team. Proficient with general computer software including Microsoft Excel, Word and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. Ability to prioritize and organize multiple tasks with tight deadlines. Excellent customer service skills. PHYSICAL DEMANDS: Ability to work in a traditional professional office setting/remote equivalent. Ability to effectively operate computer equipment. Work schedule may vary and is determined by project schedules. Ability to travel as projects dictate Ability to efficiently operate all job-related office equipment. Ability to communicate via telephone and work in virtual teams The office environment is active with high voice levels and interruptions that may challenge hearing and concentration. Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! Life is brighter when you work at Sun Life Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture Great Place to Work Certified in Canada and the U.S. Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running 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. Salary Range: $78,100 - $117,200 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at ****************** to learn more. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. #LIHybrid Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. For applicants residing in California, please read our employee California Privacy Policy and Notice. Job Category: Sales - Client Relationship Management Posting End Date: 24/04/2025 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 vetera n

JOB TITLE: Business Banking Development Officer (VP/SVP) REPORTS TO: Chief Lending Officer CLASSIFICATION: EXEMPT ============================================ You own it, are highly competitive, accountable and likely are a top performing business development officer specializing in originating C&I and CRE loans and if you have SBA lending experience - even better! A top candidate may not be happy with their current employer's culture, tightening credit box, reduced loan growth or perhaps interested in exploring a change. You have a passion for helping small businesses. Ethics, integrity, building trust, delivering on your promises, and delivering results for your small business clients is of paramount importance to you. You are intrigued to learn about Integro360 - the proprietary consultative services and technology we invented and provide to business owners, helping you maximize accepted LOI's with a competitive differentiator not offered by any other bank in the USA. You are also excited that Integro Bank is ranked as the #1 top performing bank among all Arizona based banks in key measures like: Loan Growth #1, Deposit Growth #1, and Net Interest Margin #1. As a Preferred Lender, the SBA recently ranked Integro Bank as the #1 Arizona based bank over the past 12 months, funding a higher dollar amount of SBA loans than Bank of America and Western Alliance banks. To support this rapid growth, we are hiring! You either live in the Phoenix Arizona metro area or have family or friends and interested in being based here. If this sounds like you, please keep reading and we encourage you to apply. RESPONSIBILITIES: Develop and cultivate new C&I, CRE and SBA lending opportunities including both 7A and 504 loan programs. The BDO is a hunter who will build and network prospects utilizing both internal and external referral resources and follow up on marketing leads we supply. The primary focus includes sourcing and procuring new loans, rather than managing an existing portfolio. The BDO will gather applications, perform financial analysis of required cash flow, utilize state of the art Abrigo workflow automated processing, and help prepare and present the credit package for loan approval. This position will also provide financial counsel to current and prospective customers using our invented and proprietary tools. This position will partner and establish relationships with Treasury Management to deepen and expand on long term banking relationship(s). Duties include: · Generate new C&I, CRE and SBA 7a and 504 program loans from small business clients in accordance with established annual goals and objectives. · Prescreen loans with knowledge of varying loan types for proper structure, conformity, and eligibility with respect to the applicable loan program. · Identify opportunities to solve client issues by obtaining sufficient information from applicants to analyze the loan request appropriately. · Maintain continual dialogue and close working relationship with other bank officers, centers of influence, referral resources, etc. · Leverage our Treasury Management team to cross-sell deposit, trade, cash management, asset management and other banking services. · Responsible for developing a loan consideration memo for the credit department based on the information received from the prospect. · Responsible for guiding prospective clients through the end-to-end loan process, assisting internal team members with obtaining all necessary documentation needed to close the transaction, and to follow up on any exceptions or account matters. · Responsible for ensuring compliance with all aspects of job-related laws and regulations, including timely, and successful completion of all online or in-person training required by Integro Bank. · Participate in community and business functions/groups to provide a positive image for the bank within the marketplace. Establish referral contacts within the community. Attend local COI and public functions to establish Integro Bank's presence and cultivate CDC relationships. QUALIFICATIONS: Knowledge, Skills & Abilities · Demonstrate at least 3 years of lending product sales specific to C&I, CRE and SBA Lending/Sales · Demonstrate an understanding and track record of small business Treasury Management and deposit sales · Excellent verbal, written, and interpersonal communication skills · A team player able to work effectively in a team fostered, multi-tasking environment · Proficient in Microsoft Office suite and interested in learning about our high tech invented technology solutions · Ability to work independently and develop relationships based on overall profitability and revenue generation. · Strong working knowledge of financial analysis including cash flow, balance sheet, financial ratios, collateral, economic and industry analysis. Education & Experience · Bachelor's Degree or equivalent experience preferred but not required. · Prior relationship management experience · Strong Sales experience required · SBA 7A and/or 504 experience would be a plus ENVIRONMENT & PHYSICAL DEMANDS: · Ability to lift a minimum of 20lbs. (e.g., file boxes) · Must be able to sit, stand, bend and stoop · Sitting/Standing/Driving for 90% of the time · Requires ability to use keyboard up to 8 hours · Travel may be required This as with any other role may be an in-office or work from home position and may be subject to our work from home policy. The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT: Integro Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law. About Integro Bank:. Our Mission is to “Lift and Transform Lives.” We focus on helping small businesses maximize growth because “Employment lifts people up and transforms lives”. Our Core Values are: · Earn and be worthy of Trust: Trust is everything. Be authentic, honest, make personal connections and keep your promises. · Demonstrate an optimistic and positive attitude: Our intentions should be upbeat, positive and lift others up. Positivity breeds success. · Focus on client-centric solutions: We listen, understand and WOW our clients. · We deliver results: Own it, be accountable, committed and strive for positive outcomes in everything we do. Benefits: Comprehensive benefits package including: Health, dental and vision insurance, paid time off, company paid life insurance, short and long-term disability, 401k, and tuition savings program.

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for the sale, distribution and support of the Employee Benefits product portfolio through identified channels managed by the organization. Develops and maintains long-term relationships with key accounts and producers that align with growth strategies. Job Description Responsibilities Promote sales solutions and enhance the consumer buying experience through a needs-based approach, including cross-sell VP products to existing health clients. Provide sales assistance and marketing support for new and established distribution relationships. Deliver orientation, operations and systems training to general agents and support staff as needed. Handle large account client management. Focus on management and growth of existing block of business and increase in client and policyholder persistency. Measure satisfaction and persistency of the in-force book and implement relationship management strategies which drive customer engagement; implement a renewal management and cross-sell strategy that ensures customer satisfaction resulting in long-term persistency of in-force book of business and returns expected sales results. Assist administrative/operational partners with complex problem resolution to ensure key account customer satisfaction. Keep abreast of industry and consumer trends in related markets, channels and products. Qualifications Bachelor's degree in a business related field or equivalent experience. Three years of sales or customer service experience. Understanding of employee benefits marketplace, including development of benefit packages, enrollment methods, eligibility management and termination procedures. Understanding of the broker/agent distribution channel (for health: including Affordable Care Act (ACA), MEC, MVP and 60% AVP plans). Understanding of the employee experience in enrollment and the use of voluntary, supplemental and primary medical insurance purchased through an employer. Communication and presentation skills. Relationship-building and interpersonal skills. Proficient with MS Office (Word, Excel, PowerPoint, Outlook). Preferred Qualifications Broker/agency experience. Life/Health license. Working Conditions Office environment or work remote from home. Moderate travel (15%) **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** The Salary for this position generally ranges between $55,000 - $64,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

The position is an external wholesaling position for the Kansas, Missouri and Southern IL area for core market retirement plan sales from start up to $30 million in assets, distributing our Signature and Enterprise product through financial advisors and third party administrators. Key Accountabilities: Proficiency in all John Hancock RPS products, service models and ancillary benefits Proficiency in Core/Signature product features and benefits Assist with RFP preparation when requested Work within primary internal audience focus: Core and Mid/Large Market RVPs and sales desks, SRMs, DVPs, National Accounts, SMEs, etc. Operate within external audience focus: Advisors and Consultants, Plan Sponsors and Committees, Plan Participants, TPAs, DCIOs, etc. Actively participate in the sales preparation process Provide technical, ERISA consultative sales skills Conversant with current developments in plan design and legal developments in qualified plan space Conversant with all current JH products and ancillary services Make recommendations for improvements to prospect plan designs and operations Ability to interpret plan documents, SPDs, etc. Be conversant with competitor products and services Provide consultative, proactive sales support primarily to financial advisors and consultants Job Requirements: Bachelor's Degree 3+ years of industry experience. 3 + years of proven ability with ERISA, Communications, Operations and Implementation, or external retirement plan sales Outstanding communication, organizational, presentation and negotiation skills Outstanding team selling sales skills Ability to handle multiple projects with specific time deadlines Extensive product and industry knowledge Ability to travel 80% Maintain relevant licensing - Life/Health, Series 6, etc. Sophisticated analytical and problem-solving skills Ability to work cross-teams to solve sales problems, including sales teams, Operations and Implementation, Benefits Consulting Group, Marketing, Communications, etc. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see #LI-JH #LI-Remote About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)

We're excited to add a Knowledge Management Specialist to our team at Penn Mutual. In this role, you'll serve as a subject matter expert in your area of focus, providing critical support and insight across the organization. You'll be responsible for analyzing and resolving highly complex case inquiries, accounting issues, and system-related challenges. As a key resource within the department, you'll handle referrals, complaints, and escalated matters with professionalism and expertise. This role also plays a vital part in driving system enhancements and promoting the adoption of new technologies. You'll collaborate closely with leadership to identify training needs and help shape knowledge-sharing strategies that strengthen team performance and effectiveness. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities Knowledge Management Implementation Strategy & Execution: Assist Director of Training & Quality in developing and implementing KM Solution for Enterprise Operations, including change management, learning, and adoption. Stakeholder Collaboration: Collaborate with stakeholders to ensure documentation is adding, maintained, and utilized by functional areas. Content Development: Design, develop, and publish, SOP's, technical guides, FAQs, knowledge articles, and other documentation in a centralized Knowledge Management Tool. System & Process Organization: Design systems and processes to organize, capture, store, and share knowledge. Administer the knowledge base, ensuring content is correctly categorized, tagged, and easy to use Quality Assurance: Establish and maintain quality standards for all technical documentation, including style guides, templates, and review processes. Review and edit content created by others to ensure accuracy, clarity, and consistency. Manage user access and permissions within the knowledge management system to ensure secure and appropriate access to sensitive information. Track and analyze the usage and effectiveness of knowledge resources, using data to identify trends and opportunities for improvement and prepare and present reports on system usage, content effectiveness, and user engagement. Process Improvement: Continuously assess and improve documentation processes, tools, and workflows to enhance efficiency and effectiveness. Communication: Promote knowledge sharing across departments and teams, encouraging collaboration and communication through the knowledge management system. Ongoing Learning and Development: Organize ongoing learning sessions for team members on knowledge management documentation best practices, tools, and keep up to date with industry trends, communication tools, and best practices in knowledge management. Skills & Abilities Excellent communication skills, both written and verbal, with the ability to interact with various stakeholders at all levels Ability to build and maintain relationships with internal stakeholders Experience leading programs and implementation of new technology Strong organizational skills and the ability to manage multiple projects simultaneously Experience with Agile methodologies Ability to adapt to changing priorities and work well in a fast-paced dynamic environment Strong problem-solving abilities and a proactive approach to addressing challenges Experience in learning and change management Familiarity with project management tools and collaboration software Knowledge of documentation tools and content management systems Experience 5+ years of related experience or equivalent work experience Education/Licenses/Professional Designations Bachelor's degree in English, communications, Learning or related field Base Salary Range: $60,000 - $75,000 All Penn Mutual employees exemplify our Shared Commitment: Doing what's right today, together, for the promise of a brighter tomorrow. The feelings are mutual: Care. Respect. Belonging. Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. About the Penn Mutual Life Insurance Company Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC. *Location Definitions: Fully Flex (FF) = Employee has option to elect to be fully remote, hybrid or onsite at campus location Site Critical (SC) = Employee must work onsite at campus location Partially Site Critical (PSC) = Employee must work onsite at campus location 1+ days/week *Fingerprinting will be required for: Any position that requires FINRA licensing Any position that has access to HTK client account information For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Establish Human Centered Design (HCD) roadmaps and design forward thinking digital experiences for customers. Duties include: Collaborate with customers, business stakeholders and engineering teams across multiple business units to discover new business opportunities and explore customer needs; Embrace and employ current and emerging User Interface (UI) best practices and digital standards for design deliverables; Define customer problem statements including validating product assumptions, advocating from customer's perspective, and considering business objectives; Conduct research and discovery to understand business and customers, and create service blueprints, journey maps and personas; Work directly with customers and prospects including conducting observational studies, customer interviews, moderated and unmoderated usability testing and analysis, and other forms of qualitative and quantitative research to uncover insights, learn user behaviors and verify design concepts; Translate concepts into wireframes and mockups that lead to intuitive user experiences, optimized for a wide range of devices and interfaces; Test and iterate designs using storytelling and rapid prototyping methods, ranging from paper sketching to digital prototyping; Work closely with development teams throughout product lifecycle to ensure implementation of design specifications; Perform customer experience analytics; and Mentor Junior Experience Designers. Employee may work from home within commuting distance of worksite. Minimum Requirements: Master's degree (or foreign equivalent) in Human Computer Interaction, Digital Media, Graphic Design or related field. Experience must include the following, which may be gained concurrently: 1) 2 years of UX design experience including designing complex solutions for digital environments; 2) 2 years of experience using human-centered design methods and techniques to engage customers; 3) 2 years of experience launching MVP designs and establishing long-term roadmaps for digital environments; 4) 2 years of experience using design tools including: Figma, Sketch, InVision, Adobe AEM, Adobe Creative Cloud and Axure; and 5) 2 years of digital design experience using HTML, CSS, JavaScript, and other front end technologies. We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Primary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $71,550.00 USD - $119,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)

The Compliance Analyst researches regulations by reviewing regulatory bulletins and other sources of information. Prepares reports by collecting, analyzing, and summarizing information. Maintains rapport with regulatory personnel by arranging continuing contacts; resolving concerns. Plans and coordinates operational activities to guarantee compliance. Ensure that Manulife / JH is compliant with rules and regulations. Individual Responsibilities: Handles first-line compliance activities within established guidelines for quality and timeliness Ensure Business processes and procedures are compliant and facilitate mitigation/ remediation when required Assess Business Area compliance through risk assessments Continues to build strong working relationships with compliance and business partners Assists senior level team members with routine tasks and assignments Supports special projects Acts as the AML Coordinator and Privacy Coordinator for the department, interfacing with internal working groups on best practices Work with enterprise compliance teams to monitor AML policies and procedures Develop, conduct, and track annual AML and Privacy trainings Track and administer fraud controls Keep the complaint logs complete and current Work closely with second-line compliance to evidence required exercises and respond to testing Shared Responsibilities: Shares best practices with other team members, ensuring consistency and scalability Performing periodic reviews of transaction processing, business processes, etc. to ensure internal departments are complying with policies and federal securities regulations Preparing quarterly Committee reports Coordinating audits and exams conducted by internal and external auditors Required Qualifications: 3-5 years of industry experience Ability to communicate clearly to non-technical audiences on compliance issues Ability to prioritize, organize, and work on multiple tasks simultaneously to achieving deadlines Strong written and verbal skills to effectively communicate while working with BU partners and with different levels of the organization. Technology skills; knowledge of or ability to learn applicable compliance or business systems Solid analytical and problem-solving skills. Detail oriented Strong ethical compass Knowledge of the financial services industry Understanding of the regulatory environment in which the Company operates and some understanding of key compliance concepts. Developing negotiating, influencing, and relationship building skills. Ability to represent business internally (our department) and externally (outside our department) within the company When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see #LI-JH #LI-WAM About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Primary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary range is expected to be between $60,375.00 USD - $100,625.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)

Human Resources Director - Summit Management Consulting Summit Management Consulting offers full-service charter school management services, as well as consulting for the areas of leadership development, mission-based strategic planning, team building, learning success, and financial stewardship. Why Join Summit Management Consulting? At Summit Management Consulting, we are dedicated to transforming schools by providing strategic solutions that empower educators and staff. Join a dynamic team that values innovation, collaboration, and impact-driven results in education. Summit Management Consulting is seeking a Human Resources Director to lead all HR functions within the schools we support. This role will be responsible for developing and overseeing HR strategies that enhance workforce planning, recruitment, compliance, employee relations, and professional development. The ideal candidate will bring expertise in HR management, ensuring that our partner schools attract, retain, and develop top talent while maintaining compliance with labor laws and fostering a positive work environment. Key Responsibilities: Strategic HR Leadership: Develop and implement HR strategies that align with the operational goals of Summit Management Consulting and our partner schools. Provide expert HR guidance to school administrators, and staff ensuring best practices in workforce management. Collaborate with leadership to drive HR initiatives that support employee engagement and retention. Talent Acquisition & Workforce Planning: Oversee recruitment and hiring strategies for partner schools, ensuring they attract top-tier educators and staff. Develop and maintain a strong pipeline of qualified candidates for key roles. Employee Relations & Compliance: Serve as the primary HR advisor for partner schools, handling employee relations issues and conflict resolution. Ensure compliance with federal, state, and local employment laws, including FMLA, ADA, FLSA, and Title IX. Develop and enforce HR policies that support a positive and legally compliant work environment. Compensation, Benefits & HR Systems: Manage payroll structures, salary schedules, and benefits programs to ensure competitive compensation. Oversee employee benefits administration and optimize cost-effective benefits packages. Utilize HRIS and data analytics to track workforce trends and drive strategic decision-making. Professional Development & Performance Management: Implement training and professional development programs for school staff and administrators. Oversee performance evaluation systems and collaborate with leadership to improve employee effectiveness. Develop leadership development programs to strengthen the administrative pipeline. Qualifications & Skills: Bachelor's degree in human resources, Business Administration, Education, or a related field required (Master's preferred). Professional HR certification (e.g., SHRM-CP, SHRM-SCP, PHR, or SPHR) preferred. Minimum of 10 years of experience in HR, and 5 years of HR leadership, preferably in an educational or multi-location setting. Strong knowledge of employment laws, labor relations, and HR best practices. Exposure to due diligence in acquisitions. Experience in HR management of remote-based staff in multiple states. Proven ability to develop and execute HR strategies in a dynamic consulting environment. Excellent leadership, communication, and conflict-resolution skills. Proficiency in HRIS software and Microsoft Office Suite. Benefits Medical, dental, and vision benefits are available. Voluntary Life Insurance Short Term Disability 401K and Roth PTO And more!

Job Family Claims About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Evaluate and analyze documentation for claim payments or denials according to the policy/certificate provisions and state regulations, with moderate authority limits. Responsibilities Under general supervision, analyze information/documentation received to determine how to proceed with a review of a claim and determine methods of obtaining additional information from alternative sources. Review claims and outside sources used in the review. Document correspondence and conversations. Correspond verbally and in writing with claimants, medical providers, medical examiners, and law enforcement. Work closely with department manager, legal counsel, medical director, claims assistants, and other departments to gather information for contested claims. Monitor claims for fraud and proceed according to each situation, such as engaging the Fraud team or additional research. Maintain compliance with regulations. Qualifications Associate's degree in a business field or equivalent experience Two years of claims experience Good understanding of life and annuity product language and provisions, and regulatory/compliance rules and regulations. Excellent communication and customer service skills Organizational, problem-solving and analytical skills Ability to cross train and learn other products Ability to multi-task and adapt to change Working Conditions Office or hybrid office/remote environment Compensation The Salary for this position generally ranges between $40,000 -$45,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

divp style="text-align:left"Job Classification:/pCorporate - Administrationp style="text-align:inherit"/pp style="text-align:inherit"/pp 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! /pp /pp The Disability Claims Associate will be responsible for conducting, processing, and assisting the GI LTD Claims organization in providing support through existing processes. /pp /ppb What you can expect:/b /pulli Providing excellent customer service. /lili Processing of incoming documents for new and existing claim records. /lili Following the vital steps to acquire the missing information in claims. /lili Detailing claim information in a clear and concise manner. /lili Understanding and applying general concepts for processes within the LTD Claims team. /lili Maintain and organize data-based claims-related materials. /lili Managing multiple work assignments at the same time and delivering against deadlines. /lili Dedication to supporting a work environment that fosters Diversity and Inclusion. /li/ulp /ppb What you'll need:/b /pulli Ability to review and identify key information needed for Disability claims. /lili Meticulous focus, detail-oriented and exceptional time management skills /lili Strong written and verbal communication skills /lili The ability to work unsupervised and interact with stakeholders at all levels. /lili Ability to learn a variety of processes and procedures and adapt to meet capacity needs. /lili Proficiency in Microsoft Word, Excel, and Outlook. /lili Additional project work may also be assigned, as needed. /li/ulp/ppb At Prudential, you can:/b/pp/pp Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning and job opportunities. We offer a suite of services including on demand resources and networking to propel your career forward. /pp/pp 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. /pp/pp style="text-align:inherit"/pp style="text-align:inherit"/ph1bWhat we offer you:/b/h1p/ph1/h1Prudential 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 $39,400. 00 to $61,200. 00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. ullipbspan Market competitive base salaries, with a yearly bonus potential at every levelspan. /span /span/b/p/lilipbspan Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leavespan. /span /span/b/p/lilipspanspan 401(k) plan with company match (up to 4%). /span /span/p/lilipspanspan Company-funded pension plan. /span /span/p/lilipspanb Wellness Programs/bspanb /bincluding/spanspan up to $1,600 a year for reimbursement of items /spanspanpurchased/spanspan to support personal wellbeing needs. /span /span/p/lilipspanb Work/Life Resources/bspan to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. /span /span/p/lilipspanb Education Benefit/bspan to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. /span /span/p/lilipspanb Employee Stock Purchase Plan: /bspanb Shares/b can be /spanspanpurchased/spanspan at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. /span /span/p/li/ulp/ppspanspan Eligibility to /spanspanparticipate/spanspan in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on /spanspanvarious factors/spanspan including, without limitation, individual and organizational performance. /span/spanspanspan To find out more about our Total Rewards package, visit /span/spana href="************* prudential. com/us-en/about/work-life" target="_blank"uspan Work Life Balance | Prudential Careers. /span/u/aspanspan Some of the/spanspan above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. /span/spanspan /span/pdivp/p/divdivpspanspan Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. /span/spanspan /span/p/divdivp/ppspanspan 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. /span/spanspan /span/p/divp/pdivpspanspan If you need /spanspanan accommodation/spanspan to complete the application process, please email /span/spana href="mailto:accommodations. hw@prudential. com" target="_blank"uspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanaccommodations. hw@prudential. com/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/u/aspanspan. /span/spanspan /span/p/divdivpspan /span/p/divdivpspanspan If you are experiencing a technical issue with your application or an assessment, please email /span/spana href="mailto:careers. technicalsupport@prudential. com" target="_blank"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspancareers. technicalsupport@prudential. com/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/aspanspan /spanspanto request /spanspanassistance/spanspan. /span/span/p/div/div

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

Underwrites and oversees the selection of risk of large complex life applications. Manages underwriting services to contribute to the achievement of financial objectives including profitability, production and persistency of clients; developing underwriting processes, standards and programs, and reporting results. Responsibilities Analyzes qualitative and quantitative data and provides approval for risk selection and acceptance Makes decisions within approval limits up to $15,000,000 Communicates and collaborates with the field and home office to provide top-tier service to our customers Participates in business planning to support product, program and policy developmental efforts. Participates in department initiatives; assists in recommending/ implementing changes to improve productivity, profitability, growth and quality Selects and classifies risks according to company philosophy and standards Assists others with resolving complex issues while ensuring adherence to underwriting standards and objectives Reviews and provides signatures on referrals from underwriters Assists with training and developing underwriters Manages retention, autobind and jumbo Maintains profitable mortality experience Analyzes and interprets medical, non-medical and financial information Determines appropriate requirements Identifies and provides solutions to work related problems and issues Maintains positive and effective relationships with internal and external partners Participates in projects and initiatives to support our business plan Complies with all company and site policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Performs other duties as assigned Knowledge, Skills and Abilities Highly developed knowledge of medical science, technology and terminology and their impact on mortality Highly developed knowledge of financial and other non-medical underwriting factors Strong knowledge of insurance products (plans, riders, benefits) and illustrations and how they are marketed and priced Experience in an accelerated underwriting environment including working with various data sources Strong knowledge of reinsurance marketplace with full understanding of retention, automatic and jumbo reinsurance arrangements Strong organizational, communication and interpersonal skills Strong analytical and critical-thinking skills; ability to define, research and resolve problems Ability to create and maintain customer relationships Ability to prioritize and work effectively under deadlines balancing service levels with an appropriate customer focus Ability to comprehend, retain and apply current technical information to daily work issues Ability to make a positive contribution as demonstrated by learning new skills and recommend process improvement Ability to work with others in a collaborative team environment Strong knowledge of insurance contract law and state legislative requirements General awareness of current affairs, industry issues and trends, both corporate and external Required: College degree required, equivalent work experience in life Underwriting may be considered FLMI, FALU and ACS designations or current coursework toward earning certificates 7-10 years of Life Insurance Underwriting Experience Base Salary Range - $125,000 - $165,000 #hp For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Penn Mutual is seeking an experienced Compensation Manager to lead our compensation strategy and programs. This role will be responsible for developing and implementing compensation strategies that attract and retain top talent, align with the company's objectives, and ensure fair pay practices. This position will report directly to the VP, Total Rewards and will play a critical role in shaping our compensation programs to drive our business forward. Workday experience is required. This position is 100% remote. Primary Responsibilities: Further develop, evolve, implement and manage a comprehensive compensation strategy that aligns with the company's goals and ensures competitive and fair compensation practices. Deliver expert compensation consulting and develop proposals and presentations about compensation programs to influence and educate senior level decision-makers. Maintain and ensure the organization's compensation policies and practices are free from discrimination and disparate impact issues. Independently facilitate the annual bonus and merit processes including requirement gathering, system configuration, data preparation, process management and communication. Build trusted relationships and work closely with HR Business Partners, Talent Acquisition and business leaders on compensation for new hires, transfers, promotions and market adjustments. Provide consult on job leveling, FLSA status and titling. Create and maintain an effective job architecture program which structures roles, responsibilities, and career paths that ensure transparency, equity and alignment with business goals, ultimately improving talent management and employee experience. Update and maintain the organization's market-based salary structure by participating in several salary surveys ensuring accurate matches. Effectively utilize and administer our market pricing technology aggregator. Maintain and create an effective job description library. Administer Penn Mutual's reward and recognition platform. Actively participate in compensation forums and networking groups to utilize new benchmarking and strategy opportunities. Prepare reports for the board committees. Prepare and submit required reporting, such as EEO-1, CA Pay Data Reporting and others. Qualifications: Bachelor's degree from an accredited institute of higher learning in business, human resources or related field. MBA is a plus. Proficiency or knowledge of Workday compensation and advanced compensation required. At least 8 years' experience in compensation roles with increasing responsibility, with at least 3+ years of Workday compensation specific experience. CCP (Certified Compensation Professional) certification preferred. Advanced Excel skills Other: Ability to handle issues involving sensitivity and confidentiality and process confidential information with the utmost judgment and discretion Demonstrated service orientation; ability to prioritize Base Salary $120,000 - $130,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Location: We support US flexible working arrangements in the contiguous 48 states, however for this position you must reside in the Dallas-Fort Worth area. At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. The Opportunity: As an Senior Employee Benefit Sales Representative, you represent our brand in the market. You will solve our clients' needs through consultative and solution based selling and build relationships with contacts in your territory to identify, develop and negotiate sales opportunities. At Sun Life, you will sell our robust portfolio of employee benefits - Dental, Life, Vision and Disability products - that have a positive impact in people's lives. Further, as we increase our focus on the voluntary benefits market, you will have the ability to sell even more products in partnership with our Supplemental Health Practice Leads. How you will contribute: Sell employee benefits products through an established network of insurance brokers, third party administrators and consultants Build and establish relationships with key sources to market our portfolio of products to some of the nation's top employers Construct and maintain a business plan for your designated territory based on sales and strategic initiatives Call on existing and potential customers to not only prospect new customers but also to develop a book of business Meet and exceed seasonal targets and personal sales goals Develop internal relationships, such as with underwriters, distribution specialists and internal support partners who will assist you in creating specialized plans to meet your clients' needs What you will bring with you: More than five years of Group Benefit sales industry experience Currently licensed with your state required Life and Health agent license A passion to succeed and test yourself while building a book of business A winning attitude and interest in a career that offers professional growth, and high income potential Drive, self-motivation, a consultative nature and be a great problem solver Ability to work with a diverse range of people Degree from a four-year college or university, or requisite work experience Strong networking and relationship management skills Excellent listening, presentation, negotiation and communication skills Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! Life is brighter when you work at Sun Life Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture Great Place to Work Certified in Canada and the U.S. Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running 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. We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits. The annual base salary for this position is $55,000, plus the ability to earn variable incentive compensation through a sales incentive plan. Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at ****************** to learn more. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. LI-remote Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. 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. Job Category: Sales - Direct Posting End Date: 04/05/2025

Penn Mutual is looking to hire a motivated and experienced Senior Software Engineer, to strengthen and lead our financial services engineering team. This team manages a financial data platform, using big data technologies and a distributed compute engine in the Cloud to process and store large amounts of financial data. The platform also serves as an integration point to send and receive data from other systems. The ideal candidate has a software engineering background and experience supporting financial systems. This is a hands-on position with a people mentoring component. The position partners closely with Accountants and Actuaries, in the business, to sustain daily operations and end of quarter activities. Excellent communication skills in both technical and business areas are a must. Required Skills As a Senior Software Engineer, you'll partner in a team of experienced software engineers, removing impediments and enabling the teams to deliver business value. Ensure team ownership of legacy systems with an emphasis on maintaining operational stability. Be a passionate leader committed to the development and mentorship of your teams. Partner with business and IT stakeholders to ensure alignment with key corporate priorities. Share ideas and work to bring people together to help solve sophisticated problems. Create a positive and collaborative environment by championing open communication and soliciting continuous feedback. Stay current with new technology trends. Additional Responsibilities Participates in the discussion and documentation of best practices and standards for application development Complies with all company policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Required Experience 6+ years of hands-on software engineering experience with any object-oriented language, Java or Scala preferred. 3+ years of experience using Spark, EMR, Glue or other serverless compute technology in the Cloud. 3+ years of experience architecting and enhancing data platforms and service-oriented architectures. Experience working within Agile/DevSecOps development environments. Excellent communication, collaboration, and mentoring skills. More recent experience in Cloud development preferred. Experience working with modern, web-based architectures, including REST APIs, Serverless, event-driven microservices. Bachelor's degree or equivalent in Computer Science, Information Technology, or related discipline. Desired Experience Experience working with financial management stakeholders. Experience with Workday or other large ERP platforms desired. Life Insurance or financial services industry experience a plus. The interview process will include several rounds of video interviews and may also include an in person component. Base Salary Range:$120,000 - $135,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

The AML Compliance Director assist the AML Officer (AMLO) with the design, implementation and monitoring of the Anti-Money Laundering program. The purpose of our Compliance Program is to comply with laws and regulations, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies. Our Compliance Program is dynamic, and we periodically review the Compliance Program to provide assurance that it remains current with applicable laws and regulations and relevant to our advisory business model. The Compliance Director will assist in ensuring the Company is in compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML)/Terrorist Financing, Customer Due Diligence (CDD), Enhance Due Diligence (EDD), Customer Identification Program (CIP), Know Your Customer (KYC), Office of Foreign Asset Control (OFAC) regulatory and program requirements. Principal Responsibilities This position will lead managers and/or program leaders responsible for the implementation and monitoring of the compliance program. Core responsibilities include: Assist the AMLO in the administration of the Ethics & Compliance program Manage managers or other compliance professionals Understanding of all components of Ethics & Compliance program framework Manage monitoring and testing, including the maintenance of the risk assessment and Coordinate regulatory examination/inquiries Create Board Reporting materials Create education materials Specific responsibilities include: Responsibility for ensuring the AML program is operating and compliant with regulatory requirements Enhance and maintain the AML strategies, policies, and procedures for minimizing loss and reducing risk from other illegal acts Enhance and maintain AML risk assessments including evaluating inherent risk and exposure as well as applicable control environment or control augmentations needed for new and existing products and services Leads critical projects to improve BSA/AML sanctions, transaction monitoring, KYC, CIP and model review Responsible for a functional areas with respect to suspicious activity investigations involving money movement related transactions. This includes oversight of instances that are potentially reportable to governmental agencies and/or states Ensure adequacy of the AML program monitoring and reporting system parameters, rules, risk scoring and data segmentation, including updating, testing and monitoring Proactively monitors, analyzes, reports on and leads implementation of regulatory changes necessary to maintain compliance; advises stakeholders of emerging risks, agency guidance and recommendations to address same and mitigate attendant risks Reports to the AVP-AMLO on key components of the program's activities and effectiveness, including risks, incidents, and initiatives related to the AML program Responsible for creation of and delivery of compliance training and education to maintain proficiency with laws and regulations affecting the Company Maintain strong relationships with business partners such as Service, Underwriting, Operations, Information Management & Technology, Legal, Internal Audit, Human Resources, among others Provide management and coaching to AML team members Monitors regulatory changes, including identifying applicability and enhancement opportunities Responsible for creating regulatory exam and internal audit responses as well as compliance related questions and inquiries Assist with projects as needed Specific day-day activities include: Maintain compliance policies and procedures Develop compliance education for employees and financial professionals Provide compliance assistance and guidance to business areas Partner with business areas to review and enhance existing internal controls Review required filings for submission Lead audit and regulatory inquiries/exams Monitor the service of third party service providers consultants or other function staffs supporting the AML program Remain current with regulatory requirements and the life insurance, annuities, broker dealer, institutional asset management and registered investment advisor industry Skills & Competencies Ability to lead people and program leaders Relationship management and problem solving skills Ability to develop staff Strong knowledge of regulatory environment, including examination/inquiry handling Strong verbal and written communication skills Ability to work independently Project management Exceptional organizational and prioritization skills with demonstrated ability to manage competing priorities and complete tasks within or prior to deadline Excellent analytical and problem-solving skills, including the ability to disaggregate issues, identify root causes, and recommend solutions Proven capability to influence and build consensus among peers and senior leadership leveraging sound logic and analysis Ability to work effectively independently and in a collaborative, team-oriented, and fast-paced environment Experience Preferred Minimum of 7 years of related work experience in Compliance, or Legal or Audit Minimum of 5 years of experience in life insurance, annuities, broker dealer, institutional asset management and registered investment advisor industry Minimum of 5 years of technical experience Prior experience in a leadership role Education Preferred Bachelor's degree in Business, Finance, Accounting Legal Studies, or an related field Advanced degree Licenses/Professional Designations FINRA SIE , Series 7, 24, 66/65 Professional designations (ex: CPA, CAMS, CFE) Base Salary Range - $145,000 - $175,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our May 5th and June 2nd classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Office or hybrid office/remote environment Schedule may vary to fulfill service levels during hours of operation Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 46,000 - $ 50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: The candidate must reside in the state of Maryland. At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. The opportunity: As a Finance Operations Analyst, you will be responsible for the oversight and management of the AR/Billing analysis and reconciliations. This position supports the AR/Billing team, with primary focus on reconciliations and new business implementations, ensuring all financial transactions are completed timely and within our established controls and audit policies. The Analyst works closely with internal cross functional teams and Clients to ensure financial accuracy and resolution of subledger activity. This role requires excellent communication, organizational, and proven time-management skills and ability to work within a team environment. How you will contribute: Lead AR/Billing SME for all New Business Implementations (NBI's) Track, monitor status and complete subledger AR financial reconciliations, successfully ensuring all financial transactions are accurate and approved accordingly Collaborate with 820 Payment Analyst on reconciliation issues, including assisting to identify root cause and ultimate reconciliation and resolution Critical lead for AR communications across internal organizations and Clients to ensure open issues are being researched/addressed timely Identify roadblocks impacting implementations and reconciliations and engage appropriate partners and/or leadership to address and resolve Liaison with Accounting, FP&A and Client Engagement leadership to ensure potential financial impacts are proactively communicated so they can be accounted for monthly Support Bad Debt Reserve process monthly, ensuring proper reserves are created against open balances Participate with testing needs for client implementations along with supporting internal system upgrades/implementations ensuring full end to end testing is performed successfully and timely. Track data and provide monthly AR/Billing reporting and analysis Proactively evaluate processes, reports, and tools for continuous improvement opportunities, such as creating templates and structured workflows Participate in training and share Finance Operations SME expertise to internal and cross functional teams Provides backup support to the AR/Billing team Supports all audit requests Assist in other AR/Billing finance projects as needed What you will bring with you: Associates Degree in Finance or Accounting or relevant prior experience Proficient user of Microsoft Excel A team player with a sense of accountability and responsibility Ability to organize, prioritize, delegate and escalate when required Well developed analytical, problem solving and troubleshooting skills Strong attention to detail Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! Life is brighter when you work at Sun Life Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture Great Place to Work Certified in Canada and the U.S. Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running 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. Salary Range: $61,500 - $92,300 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at ****************** to learn more. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. #LI-remote Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. For applicants residing in California, please read our employee California Privacy Policy and Notice. Job Category: Finance Posting End Date: 29/06/2025 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 vetera n

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