47 financial consultant jobs found in New York

Position Title Financial Consultant Location Astoria, NY 11106 Job Summary The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Pay Range: $35,568.00 - $66,534.00 - $97,500.00 Please note this is a commission-based role. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team performance...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work underwriting National Accounts new and renewal excess general casualty business including negotiating price, terms and conditions with retail broker partners while proactively managing capacity, risk appetite and profitability. Preferred risk profile targets customers with 250M or more in revenue, with emphasis on Fortune 500 companies.   Our broker partners are extremely important to our underwriting model and success; we are seeking...

Are you looking for a stimulating role, working with colleagues all round the world to help fix client solutions? Then apply to become a Global Benefits Project Manager at WTW! This role involves supporting our multinational clients directly and by working effectively with local colleagues in a variety of countries. Specifically, you will be responsible for coordinating local brokerage and consulting services in the area of medical and other insured benefit programs, as well as providing consulting services around all employee benefits to the headquarters.   The IGS team comprises over 300 colleagues across all WTW geographies and is dedicated to serving the needs of the headquarters of its multinational clients. Operating in the global marketplace means multinational companies face a variety of different business, cultural, language and regulatory environments. IGS colleagues get involved in four key areas as follows: multi-country coordination and project management;...

Claims Consultant FL - CV07GE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford Global Financial Lines Errors and Omissions Claims Group currently has an open claim professional position in our Architects & Engineers (A&E) group. As an A&E claims professional, you will be responsible for handling a caseload of claims-made, commercial A&E claims, from inception to final disposition. As these claims are often in litigation, experience handling litigated A&E matters through resolution and managing defense counsel is required. Responsibilities include all aspects of claim file management from assignment to conclusion including: Conducting investigations and analyzing and evaluating the...

Specialist Claims - CH07DE Consultant Claims - CH08CE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           CLAIM SPECIALIST / CLAIM CONSULTANT – BODILY INJURY The Claim Specialist / Claim Consultant are the most senior claim handling designations within the Complex Claims Unit – Bodily Injury (CCU BI). CCU BI is a highly specialized claim team responsible for the management of The Hartford's long-tail asbestos, sexual molestation/harassment, sports-related head injury, opioid, and toxic tort claims . Claims in CCU are often associated with complex fact patterns and coverage issues that may involve multiple years and types of insurance coverage. CCU claims also commonly involve litigation, require subject...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Sr Cons Solutions & Design - CG07GE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Join a high impact team driving operational excellence and accelerating employer digital adoption across Employee Benefits Operations. If you think this opportunity is a fit for your career, you should apply. If you are not sure, you can have a conversation with your manager. Are you passionate about owning end to end processes and influencing how customers choose to engage digitally? Join our Employee Benefits Process Optimization team and play a pivotal role in shaping the future of our employer experience. As a Senior Process Optimization Consultant, you will serve as both a senior process owner and a driver of our Employer Digital...

Are you looking for a stimulating role, working with colleagues all round the world to help fix client solutions? Then apply to become a Global Benefits Consultant at WTW! This role involves supporting our multinational clients directly and by working effectively with local colleagues in a variety of countries. Specifically, you will be responsible for coordinating local brokerage and consulting services in the area of medical and other insured benefit programs, as well as providing consulting services around all employee benefits to the headquarters. The Role  You will be part of WTW’s Integrated and Global Solutions (IGS) team and based in the United States (location flexible). The IGS team comprises over 300 colleagues across all WTW geographies and is dedicated to serving the needs of the headquarters of its multinational clients. Operating in the global marketplace means multinational companies face a variety of different business, cultural, language...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Client Management Operations Lead. This is a senior leadership role responsible for the strategic direction and operational excellence of the Client Management function within Group Benefits. This role drives client retention, growth, and profitability by supporting client relationship management, operational process improvement, and service delivery. This role partners closely with Distribution, Claims, Operations, Underwriting, Technology, and other cross-functional teams to ensure alignment with organizational objectives and market trends. You will Develop and implement business and operational strategies that drive customer outcomes, optimize productivity, and enhance service models. Build and enable best-in-class Client Management processes and...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  JOB DESCRIPTION: As an Underwriting Consultant, the ideal candidate has extensive experience evaluating builders’ risk, contractor equipment and transportation/logistics coverage for all industries. The ideal candidate will be self-motivated, results driven, and possess a high level of intellectual curiosity. Joining the team as an Inland Marine Underwriting Consultant, you will be responsible for underwriting individual risks and managing a portfolio by leveraging strong technical underwriting acumen and developing key partner relationships. Our Underwriters must be willing to work within specific limits of authority & corporate guidelines for individual risks.  You must be...

Who We Are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses protect their assets and manage risks. Get to know the business General Insurance is a leading provider of insurance products and services for commercial insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. Risk Consulting at AIG   AIG Risk Consulting helps AIG’s Underwriting teams identify, understand, and mitigate risk to the portfolio and to individual accounts.  Our people provide in-depth research and analysis of the issues our insureds face and...

As a Director in our Work, Rewards and Careers (WRC) practice, you will lead and partner with Senior Directors to sell and deliver human capital engagements for Financial Services clients. You will oversee consulting engagements (either directly or through project managers) while serving as a strategic thought partner to senior colleagues in developing customized client solutions. You will also provide coaching and mentorship to junior colleagues.  Our projects range in scope from targeted solutions to broad cross-line-of-business engagements, including M&A transactions support and total rewards strategy and optimization. We support clients across a full range of Work, Rewards and Careers disciplines, including:    Rewards:  Rewards strategy design and optimization  Compensation philosophy design   Competitive compensation market analyses  Annual and long-term incentive program design  Sales incentive program design  Pay for...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Actuarial Product Consultant. This role will be part of Guardian’s Annuity Pricing and Structured Solutions Team. The successful candidate will play a crucial and multifaceted role in the context of pricing, development, and support of existing and new annuity products. This position requires a curious, technically proficient, and highly analytical individual who enjoys sophisticated solutions design including hands-on modeling and contributing to regular as well as exploratory product pricing. This is a visible role that involves collaboration with multiple areas, including product development, valuation, finance, hedging, reinsurance, IT, legal, and corporate actuarial. You are An actuary with a passion for both ALM modeling and economic analysis/risk...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. The ideal candidate will also possess strong, established relationships with Public Management Liability brokers in the New York metro area, leveraging these connections to support strategic growth and market positioning. JOB DESCRIPTION: Essential Duties &...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region.  The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).     Essential Functions: Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product knowledge and regulatory...

Sr Consultant Risk Engineering - KR08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Do you have a passion for identifying risks? Are you a practical thinker who’s driven to help others? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford. As a Risk Engineering Consultant at The Hartford, your primary role will be to protect the future of and ensure profitability for The Hartford, its business partners and agents through timely delivery of industry leading safety and risk management solutions. This role will have a Remote work arrangement, with the expectation of coming into an office as business needs arise. WORK ARRANGEMENTS: This role will have...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business within the Fine Art space, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to...

We are seeking a strategic, collaborative, and entrepreneurial leader for Guardian’s Enterprise Strategy team.  In the highly visible role of Enterprise Strategy Leader, you will help develop the long-range plans for Guardian and partner with senior leaders to identify, develop, evaluate, prioritize and deliver strategic initiatives across the organization.  You will lead internal consulting engagements to solve critical strategic questions for the Guardian Leadership Team, working with senior sponsors, business units, and corporate functions, while partnering closely with Enterprise Strategy associates and analysts. A successful candidate will work across the Enterprise Strategy & Corporate Development team to provide strategic guidance and deliver on high-visibility strategy projects.  You will utilize strategic frameworks to structure problem-solving, direct quantitative and qualitative analyses of operational and financial data, and oversee industry/ competitor...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American’s Professional Liability Division offers both medical and non-medical service providers protection from claims alleging an act, error, or omission by the firm, its staff, or contractors working on its behalf. The Division recognizes that every industry has unique...