35 sr retirement specialist jobs found

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 position will serve our public/government sector clients in the San Antonio community, and living in the greater San Antonio metroplex or surrounding area is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as California Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders....

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. This role will support the state of Indiana Deferred Compensation plan. The ideal candidate will live in Northwest Indiana. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as Indiana Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective...

Description Summary: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! We are seeking a strategic and innovative individual to lead the Wholesale & Specialty Product Portfolio, driving technology strategy, product innovation, and operational excellence across Property, Casualty, Professional, and Binding lines. Reporting to Product Solutions & Services leader, this role delivers business value through technology, optimizes speed to market, and ensures a seamless experience for Markel employees and partners. The ideal candidate possesses deep insurance expertise,...

Description Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-Inventory Finance (IF) Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests. The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.  Duties & Responsibilities: Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements. Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely...

Company: Marsh Description: Marsh is seeking candidates for our open Senior Placement Specialist position based in our NYC office. This is a hybrid schedule and will be in the office 3x per week. What can you expect: Becoming a member of Marsh's best in class Placement team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Sr. Placement Specialist role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Builds and maintains relationships with underwriters, and is involved in the placement of sophisticated insurance programs Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and...

Description Summary: The Sr Doc Specialist will work with the Legal, Credit and Documentation teams, and will be the subject matter expert of The Uniform Commercial Code (UCC) which governs our security interest in the collateral financed.   The Sr Specialist will assist in ensuring that HNB-IF properly gives notices of security interest to the public, in order to make security interest enforceable. This position is responsible for the UCC search, file, and notification process for new customers, and the continuation, amendment and termination process for existing customers.  Duties & Responsibilities: File UCCs, review and analyze UCC searches, complete UCC Checklists, send PMSI notification letters and track delivery receipts to ensure PMSI notifications are completed in a timely and accurate manner.  Assist in the completion of internal audits to ensure accuracy and compliance relating to...

Title: Flexible Benefits Specialist, Sr.                                 Department: Claims Union: UFCW 3000 Bothell                                                   Grade: 9 Position Summary The Flexible Benefits Specialist, Sr administers flexible benefits for assigned clients in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Reviews and processes claims and receipts submitted by employee to ensure compliance with department turnaround time and accuracy standards, plan guidelines and IRS regulations. Enters and maintains relevant data related to claims and adjustments in Flexible Benefits system. Provides exceptional customer service by responding in a timely manner to communications from members and clients.  Answers questions, conducts...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Company: Marsh Description: We are seeking a talented individual to join our Casualty Healthcare team at Marsh specializing . This role will be based in one of our Central or East coast offices. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? Be an integral member of a world leader’s best in class placement team that delivers expert broking & strategic solutions to help manage risk with confidence Build and maintain relationships with underwriters to manage the placement of insurance programs Make an impact- your work will help people and businesses become more safe, secure and successful and you can create a career that matters Take lead on complex placement/technical support activities on big accounts, such as ensuring procedural compliance, reviewing data and updating annual renewal exhibits, maintaining accurate placement system entries, to ensure contract execution as required...

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 170 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 Claim 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 scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Overview Position Summary: Under minimum direction, the Talent Acquisition Specialist Senior manages full life cycle recruiting activities to attract and hire exceptional talent needed to Move Mercury Forward Together.  This role will recruit mid-senior level Tech and non tech roles and complex requisitions. Recruiting activities include advertising, sourcing including talent mapping, screening, interviewing, selecting candidates in partnership with business leaders, and providing an excellent onboarding experience.   Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are as follows:   $74,955 to $130,915 (CA, NJ, NY, WA, HI, AK, MD, CT, RI, MA) $68,141 to $119,013 (NV, OR, AZ, CO, WY, TX, ND, MN, MO, IL, WI, FL, GA, MI, OH, VA, PA, DE, VT, NH, ME)   The expected base salary for this position will vary depending on a number of factors,...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Senior Client Relationship Executive What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans...

Overview Position Summary: The Sr. Digital Content & Communications Specialist is a key team member responsible for integrating, optimizing, and evolving the digital platforms, tools, and processes that support all sales and field communications. This role bridges communications, marketing technology, and analytics—ensuring the right content reaches the right audience at the right time and delivers measurable business value. Working closely with functional stakeholders, this role ensures best-in-class digital engagement, drives innovation, and leverages performance data to continuously improve communication effectiveness and efficiency throughout the agent network.   The Sr. Digital Content & Communication Tech Lead reports to the Manager of Business Content & Communication.   Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are...

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 170 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 Claim 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 scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations...

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 170 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 Claim 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 scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

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 170 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 Claim 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 scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...