49 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. Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX!         Leads and oversees the servicing of financial consulting needs for employee benefit clients.   Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.       How You Will Contribute:     Oversight of monthly financial reports...

Job Description: Financial Consultant, EB – Minneapolis, MN We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans; Responsible for presenting financial/clinical data to clients. Runs and Analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides complex reporting, presenting results to clients. Participates in development of financial reporting enhancements. Assists in development of new CLUE reporting. Takes prominent role in the development and enhancements of new and existing client budget, financial and clinical analysis and tools. Builds and maintains...

We’re excited you’re considering joining a great place to work!  Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law. About this Position The Principal Business Operations Consultant serves as a strategic advisor to the Executive Leadership Team (ELT) and the VP of Corporate Strategy. Operating at the highest level of individual contribution, this role drives enterprise-level strategic decisions, spearheads external corporate development, and provides exceptional executive support. The Principal Consultant navigates high ambiguity to shape Texas Mutual’s long-term transformation roadmap and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. In assigned sales region, the Regional LTC Consultant networks with benefit brokers and employers to identify employer group prospects interested in worksite LTC solutions for their employees. Essential Duties and Functions: include the following.  Other duties may be assigned. Client Acquisition: Cold calling, lead research, and networking to find potential clients. Product Presentation: Presenting LTC products and services to potential clients. Recommendation: Suggesting suitable LTC solutions tailored to client needs. Education: Educating prospects about LTC insurance. Communication: Engaging with clients via email, phone, video conferencing, and in-person meetings. Relationship Building: Establishing positive relationships with clients. Sales Preparation: Creating own proposals, preparing quotes, sales presentations, and...

Job Description: We are looking to add a Sr. Pharmacy Consultant to join our EB team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function: The Sr. Pharmacy Consultant will assist the Pharmacy Director in executing on business through consulting and analysis services. The Sr. Pharmacy Consultant will leverage expertise, strong contract negotiation skills and industry-leading analytics to consistently produce validated savings to Holmes Murphy clients. Essential Responsibilities: Trains clients and employees on pharmacy trends, cost containment and clinical strategies. Collaborates with Clinical Strategies Team in the development of client clinical analysis and tools. Monitors pharmacy and medical utilization across book of business. Presents pharmacy strategy in sales finalist meetings for new business and retention of key clients....

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The HR Enablement Director provides strategic leadership and execution support to advance HR initiatives through effective enablement, readiness, change management, and adoption practices. Partners across HR Centers of Expertise (COEs), HR Business Partners (HRBPs), Communications, and enterprise stakeholders to ensure HR...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are seeking a self-motivated, inspirational project management leader to lead our team of dynamic project delivery managers ​in the delivery of a ~$150M - $200M capital ​plan. This leader would be responsible for the strategic design, operational leadership, and coordination of engineering, design, and construction...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Summary The Loss Control Consultant is responsible for evaluating and advising clients on operational, safety, and property-related risks to help minimize losses, improve risk management practices, and support underwriting decisions. This position involves conducting site assessments, identifying exposures, preparing technical reports, and providing actionable recommendations to insureds and internal stakeholders across a variety of industries, including...

Job Description: We are looking to add a Client Service Consultant to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Manage client accounts and support internal service team. Interact with client contacts independently. Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluation of the client’s current benefits and assist with future recommendations to the client. Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review. Prepare and create materials for presentations....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a   Technical Program Manager - CRM   to join our growing team in Plano, TX .   The CRM Program Manager will lead the planning, business design, implementation, and adoption of enterprise customer relationship management capabilities on the Salesforce platform. The role will coordinate business leaders across Small Commercial, Middle Market Commercial, Large Commercial, Personal Lines, and Employee Benefits, together with Technology, Operations, Data, Architecture, Change Management, and external system implementation partners.   This individual will be accountable for delivering a common CRM foundation with controlled segment-specific variations. The role requires strong program management discipline, practical Salesforce implementation experience, business-process...

Job Description: Job Description Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Dallas and Fort Worth, Texas. As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Northern Texas As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The...

Why GM Financial? GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. At GM Financial, our team members define and shape our culture — an environment that welcomes new ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work — we thrive. Our Purpose: We pioneer the innovations that move and connect people to what matters. This position will be posted until filled About the role: The University Talent Advisor II will contribute to GM Financial's (GMF) Talent Acquisition...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Duties and Responsibilities: ·         On-site surveys (45%) and risk evaluation (25%) of existing and prospective Starr Tech clients, compiling critical technical data/best practices (20%), and attending client meetings (10%) Company Car. ·         Position requires 35% of overnight travel or stay (Hybrid). ·         Engineer will be responsible for maintaining own schedule- monitored by the North American Construction Property Manager. ·         Primary...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Houston. As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role...

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: When you join the National Accounts Property team, 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 shared & layered property policies for the National Accounts team. Under general management direction, you will work within broad limits of authority on...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

Why GM Financial?   GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses.   At GM Financial, our team members define and shape our culture — an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work — we thrive.   Our Purpose: We pioneer the innovations that move and connect people to what matters. Are you excited about innovation, entrepreneurship and solving complex business problems? Then we are looking for you!    Our program offers   11 weeks of...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Every day, our members encounter moments that are harder than they should be. Some are small frustrations. Others create real barriers to achieving their financial goals. Our mission is simple: identify the biggest sources of member friction across the bank and drive the changes that make banking easier. As an Experience...