23 financial consultant jobs found

Position Title Financial Consultant Location Sayreville, NJ 08872 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. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     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 ....

Join Westfield Specialty’s newest team!   Westfield Specialty’s new A&H team has an opening for joining our expanding operation. As a key contributor on this highly experienced team, you'll help build a premier A&H reinsurance and insurance operation. This new team offers significant opportunities for career growth and development.    The Senior Stop Loss Claims & Cost Containment Analyst  supports the Accident & Health (A&H) team by serving as a forward-facing liaison to cost containment vendors and customers while also providing hands-on support to stop loss and reinsurance claims operations. This role is responsible for coordinating cost containment strategies, assisting in claims production, and helping manage claims inventory and volume to ensure timely, accurate, and compliant claim outcomes. The position partners closely with internal claims staff, underwriting, reinsurance partners, and external vendors to drive consistency, efficiency,...

Position Title Branch Banking Client Consultant II - Float (Freehold NJ and surrounding areas)   Location Freehold, NJ 07728   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans,...

The salary range for this job posting is $77,450.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. This role will work remote. Ideal candidates will have experience with Package, Auto and Workers' Compensation and reside ideally in NW New Jersey. This role will also service the Philadelphia, Pennsylvania area. The salary range for candidates in New Jersey or Pennsylvania is $83,771 - $134,031 annually + bonus + benefits. Pay Type: Salary We may hire a senior level which is on a higher salary range. A company vehicle will be provided for this role. The position will report to a Director, Safety and Loss Control....

Position Title Branch Banking Client Consultant I - Upper Montclair NJ   Location Upper Montclair, NJ 07043   Job Summary Branch Banking Client Consultant I is 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.   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 team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking Client Consultant I - Elizabeth NJ   Location Elizabeth, NJ 07201   Job Summary Branch Banking Client Consultant I is 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. Pay Range $17.00 - $22.55   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 team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by...

Overview We are seeking a Senior Operations Consultant to join our Optimization and Transformation team. This role drives operational excellence by partnering with Operations, Underwriting, Sales, and Claims teams to discover, analyze, and transform business processes across the organization. You will conduct discovery sessions to understand end-to-end operations, design future-state operating models, and support strategic initiatives including platform migrations, automation implementations, and operating models, including consolidating multiple groups into unified operations with standardized workflows. Beyond project-based work, you will serve as an ongoing business process partner to field teams, providing continuous support for process innovation and problem-solving. You will also act as a liaison between business operations and cross-functional partners including Operational Delivery & Implementation, Finance, and Technology. Success requires deep knowledge of...

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.  This role offers extensive opportunities to partner with the business, shaping and refining strategy through a rigorous, data-driven pricing lens. The individual will be expected to translate analytical insights into clear recommendations and actively influence business outcomes. Success in this role requires close collaboration with internal and external business partners, as well as actuarial senior leadership. We are seeking candidates with strong problem-solving capabilities who can navigate complex and ambiguous issues, apply sound judgment, and determine the appropriate course of action. The role demands the ability to develop practical, actionable recommendations that guide business...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Benefits Specialist to join our call center team!    A Benefit Specialist is responsible for the day-to-day servicing of clients. WHAT YOU’LL DO: Be knowledgeable of all products and services offered by Winston. Be knowledgeable of all workflow processes. Respond to all inbound service calls and voicemail messages from customers, according to Call Center Research and resolve complaints to ensure customer retention and satisfaction. Communicate with carriers on behalf of members to obtain and update necessary information. Mail voluntary insurance product brochures, applications, service request forms and claim forms as Respond to inquiries from Benefit Consultants/Enrollers. Keep Account Manager and Customer Service Manager informed of any...

Position Title Branch Banking Client Consultant II - Float - Harrison, NJ Location Harrison, NJ 07029 Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Pay Range $17.00 - $25.06 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial...

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.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . Under technical direction, responsible for underwriting risks in a book of business. Works within specific limits of authority on assignments requiring significant technical complexity and coordination. Utilizes underwriting policies and guidelines, rating manual rules and insurance laws and regulations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Role Overview The Operations Excellence Business Analyst supports business-led process improvement, documentation, performance analysis, and business use-case definition for automation and Copilot initiatives across insurance operations. Primary focus areas include billing, collections, underwriting support, and policy administration. This role is execution-oriented and focused on operational clarity and business requirements , with additional responsibility for hands-on technical delivery including coding,...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pet   Partners , a subsidiary of IPH, is one of North America’s largest pet insurance and services organizations. Our impressive family of brands (Figo, Felix, ASPCA Pet Health Insurance, Pets Plus Us, and AKC Pet Insurance) supports insurance for more than 1,000,000 pets in the U.S. and Canada and...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Pet   Partners , a subsidiary of IPH, is one of North America’s largest pet insurance and services organizations. Our impressive family of brands (Figo, Felix, ASPCA Pet Health Insurance, Pets Plus Us, and AKC Pet Insurance) supports insurance for more than 1,000,000 pets in the U.S. and Canada and...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose:                                                                                                               The Senior IT Auditor’s primary focus is to provide an independent, objective assurance and consulting activity to add value to the company. The Senior IT Auditor will evaluate and assess information technology systems, processes, and controls to identify control gaps and make recommendations to improve the organization’s operations. In addition, the Senior IT Auditor will determine if...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job                                                                                                            The Senior Internal Auditor’s primary focus is to provide an independent, objective assurance and consulting activity to add value to the company. The Senior Internal Auditor will analyze risks, operations and financial reliability and drive actions to address those risks to improve the organization’s operations. In addition, the Senior Internal Auditor will determine if the Company’s network of risk...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

This is an exciting time to join NJM Insurance Group as we continue to expand into new markets!  With a nationally ranked reputation for outstanding customer service and a history that spans more than a century, NJM is a leading provider of worker’s compensation, automobile and homeowners’ insurance.  Become a member of our team and you’ll be part of company who operates for the sole benefit of its policyholders and is committed to maintaining the highest levels of service.  Team members are offered a competitive compensation. NJM is seeking a Senior Facilities Project Leader (official NJM Title) to Plan, initiate and manage Facility Operations projects of varying complexity as assigned from inception to completion. This role will plan, initiate and manage Facility Operations projects of varying complexity as assigned from inception to completion. The Project Leader will develop, control, and monitor project scope, budgets, schedules, and progress to ensure goals and...

Finance professionals play a critical role in supporting the demands of multiple constituents, including AIG executives, regulators, and stakeholders, while staying at the forefront of accounting and reporting requirements and compliance strategies. The role oversees expenses covering entire AIG companies and affiliates, including business driven, IT, functional and corporate costs. This is critical role in Global GOE FP&A interacting directly with Global GOE FP&A Leader, C&B and HR team, Controllership team, Regional Finance teams, and Finance Business Partners.  The ideal candidate should be highly motivated and have experience with quantitative and strategic analysis for C-Suit executives. As a senior finance professional, you are respected for your technical expertise and/or ability to oversee programs and processes. You balance the needs of multiple stakeholders, create strong analytics using data and experience, contribute to strategic initiatives, and offer...