37 financial consultant jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Automotive is looking for a high performing Commercial Insurance Sales Executive to join our team. This position will be based in the greater Pittsburgh/State College area. The territory for this position is Western Pennsylvania. We love cars and everything about the automotive industry. If that’s your passion, then we need to talk. You’ll love working with our target client. WHAT YOU NEED TO KNOW Training:  Our training will provide you with all the tools, knowledge and resources to be a successful sales consultant. Once you’re in the field, the Regional Vice President will be a mentor to help you create and execute sales plans. They are first & foremost invested in your success! Career Progression: Build & mine your own client portfolio with the assurance of stability and growing income...

Job Responsibilities and Requirements The Underwriting & GIO Consultant - Policy and Training will be a member of the team responsible for creating a best in class underwriting and Group Insurance Operations training program with a forward thinking approach to career development and risk assessment in an evolving work environment. In this role, the Underwriter II will assist with the development of policies and procedures that allow the underwriting and Group Insurance Operations teams to operate consistently, with a focus on best practices, efficient workflow, and sound risk acceptance. Content Creation and Training Delivery  Assists with creating and revising Underwriting and Group Insurance Operations training material.  Training material will be focused on (but not limited to): Providing a thorough understanding of our manual rating approach, including base rates and factors that drive claims cost changes.  Understanding of EIS, OAC, PACS, VUE, DataMart...

About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.     Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships intersect ? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the...

Retail Sales Consultant - 87SX5E 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 Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Do you want to be the go-to expert for complex life underwriting decisions and help lead the adoption of next-generation tools? As an Underwriting Consultant, you will serve as a senior technical expert within the Life Underwriting practice for Financial Protection and Retirement Solutions. You will apply specialized expertise to adjudicate the most complex cases, troubleshoot escalations, and guide peers in leveraging modern underwriting technologies. This role ensures competitive, customer-centric, and compliant underwriting practices while aligning with our values of We do the right thing, We believe people count, We courageously shape our future together, and We go above and beyond for the people we serve. You are A recognized authority in life underwriting with the ability to interpret complex business issues and deliver sound, innovative solutions. You are comfortable adapting precedent and introducing approaches that improve efficiency and customer experience while...

Retail Sales Consultant - 87SX5E 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.              Overview of the role: The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase...

Retail Sales Consultant - 87SX5E 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.              Overview of the role: The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase...

Retail Sales Consultant - 87SX5E 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 Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase sales and grow territory...

Retail Sales Consultant - 87SX5E 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 Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

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: When you join the National Accounts Property team as an Underwriting Consultant, you are responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. You will be recognized as a technical expert in underwriting ground-up monoline policies. Under general management direction, you will work within broad limits of authority on assignments requiring a high degree of technical complexity and coordination.  This position will work from our offices on a hybrid basis, 3-4 days per week market facing in either Radnor, PA or Washington DC. Essential Duties & Responsibilities Performs a combination...

Guardian’s Annuity   inforce   team   seeks   a dynamic and knowledgeable individual to join our team as a n   Annuity   Operations Consultant . We are looking for someone with exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights into our business and   identify   innovative ways to accelerate growth. This individual will   be responsible for   supporting all   facets   of   annuity   new business   administration and working with internal and external partners.     As   a n   Operations   Consultant ,   you’re   highly motivated and empowered to take ownership and accountability for each interaction, keep   people   informed during every step of handling their request,   demonstrate   genuine care, and actively engage.   You are     Highly adaptable and comfortable with change and...

About Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .  Position Overview This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product...

About Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .  Position Overview This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product...

Retail Sales Consultant - 87SX5E 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 Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Accounting Consultant - 87FA5E 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.              Hartford Funds has an opening for a dynamic Accounting Specialist who will play a key role in sustaining and evolving the accounting function. This individual will be responsible for maintaining effective close processes, enhancing reporting capabilities, and continually identifying opportunities to further improve efficiency and scalability through the thoughtful use of technology, automation, and data analytics. This role is well‑suited for an accounting professional who enjoys combining strong technical accounting skills with a curiosity for how technology and automation can improve traditional finance processes. The Accounting Specialist...

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 . JOB DESCRIPTION: Our team of Large Account Primary Casualty Underwriters are high level individual contributors responsible for overall management, business development, growth and profitability of a book of Large Account Casualty business spanning a wide range of industry segments and revenue bands (Manufacturing, Distributors, Education, Real Estate, Technology, Wholesale, Retail, Service classes)....

Internal Sales Consultant - 87SW5E 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.              Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this...

The Analyst, Pharmacy Financial, Actuarial Analysis Consulting works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. As a Pharmacy Pricing Analyst you will contribute to a wide variety of complex projects involving design, financing and ongoing management of pharmacy benefit programs.  This is a foundational role that provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the industry.    The Role As a Pricing Analyst specializing in pharmacy, you will work beside some of the industry’s top consultants while you progress toward becoming a thought leader of the future. You will have immediate exposure to real client assignments which will draw on your imagination and creativity as well as your ability to analyze data, draw conclusions and internally present results....

As the Life Waiver of Premium Claims Specialist for FPRS (Financial Protection and Retirement Solutions) , you will play a key role in delivering meaningful experiences that support growth—both for your career and for our team’s collective future. At Guardian, we live our Purpose every day. As champions of wellbeing for ourselves, our communities, and our consumers, we work together to turn what’s possible into reality. We believe in your aspirations for purpose, leadership, and achievement in both your professional and personal life, and this role provides the opportunity to bring those aspirations to life. We will help build the core competencies you will need to be a successful Life Waiver of Premium Claims Specialist. In your first year, we will provide extensive training in a highly supportive environment. If you have an internal drive to investigate using your critical thinking skills, assessing policy matters, and can manage competing priorities while meeting deadlines,...

As a Healthcare Financial/Actuarial Senior Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role: Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...