11 financial consultant jobs found in Denver

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.   Job Description Our team is growing, and we are looking for a Financial Consultant in our Employee Benefits department.   In this role, you will:   Directly   assist   Producers/Account Executives in selling to new accounts by   demonstrating   HUB analytics, alternative risk, and cost management   expertise   Advise...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. About this role:   As the Manager of Financial Consulting, you will   be responsible for   leading the financial consulting practice for all HUB Colorado’s Employee Benefits   practice .    The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients.  In addition, you will also...

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives. You'll proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships. In this dynamic position,...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers in support of assigned accounts, and you will primarily be responsible for managing and retaining those accounts. Your role will typically involve overseeing matters related to coverage applicability, exposure evaluation, contractual requirements, and program design. Additionally, you will provide proactive consultation to clients, coordinate risk control resources when needed, and negotiate coverage terms and conditions with carriers. Lastly, you are expected to identify upsell and cross-sell opportunities, supporting Sales Executives with new business. In this role, you will: Work alongside and cooperatively with Sales Executives. The Sales Executive has primary responsibility for client relationship management and initiating new sales, while the AE has primary responsibility for retaining the account, acting as the account advocate and broker-consultant.  Ensure Sales...

Who is Federated Insurance? At Federated Insurance, we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our core principles and values.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? As a Business Safety Consultant, you...

As a Healthcare Financial/Actuarial Associate Manager you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders in the industry. The Role • Is an active member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region • Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies • Contributes to vendor financial reviews for clients •...

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants. We provide everything you need to carve out a career filled with success and purpose including: Company car with gas card and permitted personal use Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8% Work from home from your territory Opportunities for professional development and growth Outstanding training and support The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma Based on qualifications and experience of the selected candidate the base salary range is: $68,100-$102,100 for...

Position Summary   HUB International Investment Services is a nationally recognized Retirement Plan Consulting firm   seeking   a detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and the   timely   production of reports and presentations.     Key Responsibilities   Committee Meeting Coordination   Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars   Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders   Track action items and follow-up tasks from committee meetings...

Position Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and...