13 financial consultant jobs found in Cleveland

Plans and delivers safety/risk management services to insured customers and internal associates. We are currently seeking a risk control professional that is technically proficient, self-motivated and results driven to fill an open position within our Northeast Shared Services division. You must be able to conduct comprehensive safety and risk management assessments, provide our Underwriting teams with a strong analytical opinion of risk to support our goal of profitable growth within variety of middle to large premium market segment for Dealerships, Construction, Manufacturing, Wholesale Trade, Retail, Commercial Real Estate and Service industries.  In addition, the successful candidate will develop close relationships with our agents and policyholders, conducting selected safety seminars and training, to build the value-added service that Sentry is known for.   The ideal candidate's preferred location would be in or around the Cleveland area. We will consider...

Position Title Branch Banking - Client Consultant I (Part-Time) Location South Euclid, OH 44118 Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Hourly Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right...

Position Title Branch Banking - Client Consultant I (Part-Time) Location South Euclid, OH 44118 Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Hourly Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : We are seeking an analytical and operationally focused Pharmacy Analyst to join our pharmacy consulting team. This role supports the operational, clerical, and compliance functions of the pharmacy department to ensure smooth, efficient, and accurate workflow. This role assists with documentation, scheduling, request for proposal coordination, data entry, and communication between pharmacy benefit managers, client service teams and our pharmacy consultant and clinical pharmacist. Responsibilities include maintaining paperwork, audit documentation, processing billing and invoicing information, and supporting pharmacy leadership with reporting and administrative projects. The ideal candidate is detail‑oriented, organized, and skilled in customer service, multitasking, and...

Overview The Business Generation Consultant Lead (BGCL) plays a strategic role within the AmTrust sales organization by driving new business growth and optimizing submission follow-through. This position requires a highly motivated, relationship-driven sales professional with strong leadership capabilities, exceptional communication skills, and the ability to influence both internal stakeholders and external agents/brokers. The BGCL will serve as a subject matter expert in AmTrust product lines, sales processes, lead generation strategies, and agent engagement best practices. This role emphasizes proactive outreach and development of new business opportunities to meet and exceed performance goals. The BGCL maintains a strong understanding of AmTrust’s mission, vision, and values and ensures alignment to organizational standards. Responsibilities Sales Leadership & Business Development Lead the identification of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Overview Software Engineer III work intensely with the data work stream through all phases of an engagement, including conceptual design, detailed design, implementation, testing and production deployment.  Responsibilities entail defining, assembling and presenting all technical data deliverables and work products. This Position must be comfortable leading internal meetings, presenting and defending analysis findings to key stakeholders, and participating on client cal   Software Engineer III are responsible for contributing to the technical design, implementation and testing of the complete enterprise solution.  They must possess skills in design and implementation, master data management, operational data store design (logical and physical models), dimensional design, implementation, stored procedures implementation, and database administration. A passion for making processes faster and more efficient through the use of the latest technology is also...

As a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the industry.   The Role Expands knowledge of varying client complexity by working across different client profiles Leads clients’ financial/actuarial engagements for a portfolio of small clients or manages FAA resources on more complex clients and/or deliverables Demonstrates clear understanding of the FAA service...

As a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the industry.   The Role Expands knowledge of varying client complexity by working across different client profiles Leads clients’ financial/actuarial engagements for a portfolio of small clients or manages FAA resources on more complex clients and/or deliverables Demonstrates clear understanding of the FAA service...

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.   The Role Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance Leads Medium to Large clients’ financial/actuarial engagements Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients  Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions Provides consulting quality reviews and client delivery for all types of...