1058 financial consultant jobs found

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates. About the role: The Financial Consultant is knowledgeable and experienced with pricing Group Insurance and administrative services across Life, Absence/ Disability, Supplemental Health, Vision and/or Dental products. This position partners with internal teams to develop strategy and ensure that our clients receive the most competitive pricing...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency East is a leader in the employee benefits marketplace. Our colleagues simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Perform financial, and risk analysis support for internal sales teams and their respective consulting clients; Conduct employee benefit due diligence projects for clients and portfolio companies; Assist account teams with coordination and implementation of employee benefit programs for carve out transactions;...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. This role will be based in Phoenix, Atlanta, DC, or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office. The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues. We will count on you to: Work with client and team project managers to clearly define the scope, timelines...

Position Title Financial Consultant Location West Hempstead/50 Hempstead Turnpike/110302 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 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: 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...

Position Title Financial Consultant   Location Grand Rapids, MI 49534-4546   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: 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 meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that...

Position Title Financial Consultant   Location Dearborn, MI 48120   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: 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 meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met....

Job Description: We are looking to add a Financial Consultant to join our Innovative Captive Strategies team in. This team member will support the financial planning and analysis functions for captive clients, focusing on data analysis, financial modeling, and regulatory compliance. Essential Responsibilities: Running and analyzing monthly financial reports (MFSR), presenting complex reporting results, and participating in the development of financial reporting enhancements and new CLUE reporting. Developing and enhancing client budget, financial, and clinical analysis tools, building and maintaining models to support client teams, and mentoring junior staff. Recommends strategic and tactical initiatives based on data, runs and analyzes IBNR results, attends client meetings with occasional travel, and articulates the impact of market conditions and compliance regulations on client plans. Project management for complex financial/reporting projects and performing...

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 Financial Consultant to join our growing team in Plano, TX!       The Financial Consultant l eads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise .  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   Develop reporting requirements and any customizations in those reports....

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the...

POSITION SUMMARY: HUB International is seeking to add an experienced Financial Consultant to our growing Data Analytics team in our Cincinnati office! The Financial Consultant will be responsible for leading and making recommendations based on in-depth analysis on medical and pharmacy claims and utilization to identify trends and key indicators that ultimately result in actionable plans for HUB’s clients. Ideal candidates for this role will have a strong prowess for using in-depth data to solve problems as well as a passion for delivering data-driven results and recommendations and building a direct relationship with clients. The Financial Consultant position is a hybrid role based out of our Cincinnati office and will report to the Director of Data Analytics. ABOUT HUB INTERNATIONAL: Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management...

Company: Mercer Description: We are seeking a talented individual to join our MercerRx Pharmacy Practice at Mercer. This role will be based in Minnesota. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Pharmacy Financial Consultant, you will serve as a senior resource within AFG, focusing on reviewing policy and modeling issues related to pharmacy trends. You will lead consulting engagements with large employers regarding the financial evaluation of pharmacy benefit plans and assist in negotiations with benefits carriers and vendors. We will count on you to: Manage pharmacy projects and junior staff in program reviews, financial assessments, implementations, plan design analyses, and financial projections. Establish effective relationships with carriers and vendors to enhance client benefits procurement and administration. Leverage Mercer's size and reputation to negotiate competitive rates and coverage...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. This role will be based in Phoenix, Atlanta or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office. The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and...

Job Description: We are looking to add a Financial Consultant to join our Innovative Captive Strategies team in Waukee, IA or Dallas, TX . This team member will support the financial planning and analysis functions for captive clients, focusing on data analysis, financial modeling, and regulatory compliance. Essential Responsibilities: Running and analyzing monthly financial reports (MFSR), presenting complex reporting results, and participating in the development of financial reporting enhancements and new CLUE reporting. Developing and enhancing client budget, financial, and clinical analysis tools, building and maintaining models to support client teams, and mentoring junior staff. Recommends strategic and tactical initiatives based on data, runs and analyzes IBNR results, attends client meetings with occasional travel, and articulates the impact of market conditions and compliance regulations on client plans. Project management for complex financial/reporting...

Job Description: We are looking to add a Financial Consultant to join our Employee Benefits team in St. Louis Park, MN . 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 Financial/Clinical models to support client...

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 Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs Help manage a book of business (> 100 ee's or complex accounts) in tandem with Producers and the Account Executives Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach Manage carrier/vendor relationships for cost management...

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 San Francisco 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 amazing...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Financial Consultant analyzes and communicates financial results for key products, markets and initiatives, develops compelling story lines to help deepen client insights and recommends creative actions to guide strategy and operations. This role formulates financial projections to support in predicting and tracking performance and diagnosing potential issues. Key Responsibilities Own the externally reported Claims (excluding Catastrophes) expense ratio, isolating variances, performing forecasts, and storytelling main themes...