36 sr retirement specialist jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 role will support the State of CA plan for our Retirement Solutions team. Living in or around the city of Bakersfield, CA or in a surrounding county is strongly preferred. The role will require travel and includes a company vehicle and gas card, but only 1-2 overnight trips per month on average. 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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the states of Indiana or Kentucky is required. 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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 support the greater Maricopa County. Financial advisor experience preferred. 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. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 support the Orlando and east counties. Financial advisor experience preferred. 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. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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. Financial advisor experience preferred. 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. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans and financial counseling....

Description Job Description: 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...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Job Description Location Details: Hybrid Position Schedule / Shift: Monday-Friday 8am-5:30pm ET Position Summary: Join AAA – The Auto Club Group as a Senior Michigan PIP Claim Specialist , where you'll play a critical role in helping members navigate some of life's most challenging events. In this highly autonomous position, you'll leverage your investigative expertise, analytical thinking, and negotiation skills to manage complex Michigan Personal Injury Protection (PIP) claims from inception through resolution. Key Responsibilities: In this position, you will have the opportunity to: Claim handling responsibilities will include the following: reviewing assigned claims, contacting the insured and other affected parties, setting expectations for the remainder of the claim process, and initiating documentation in the claim...

Overview Position Summary: Are you passionate about creating fair, equitable, and thriving workplaces? Do you love digging into complex situations, finding solutions, and making a real difference for people at work? If so, we'd love to meet you! The  Sr. Team Member Relations Specialist  plays a vital role in supporting team members and leaders across the country — helping Mercury remain a place where people feel heard, respected, and supported every single day. In this role, you'll serve as a trusted advisor to People Business Partners and business leaders, bringing expertise, empathy, and a forward-thinking mindset to everything you do. You will bring sound judgment, empathy, candor, and a strong understanding of employment law to help leaders make clear, well-supported decisions. You will also help Mercury learn from patterns by turning insights into practical guidance, policy improvements, and better leader practices, leveraging AI where...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Looking for a genuinely rewarding career where you know you’re actually making a difference in people’s lives? COUNTRY Financial is seeking a Senior Catastrophe Claims Specialist to serve as a first responder and member of a dedicated catastrophe (CAT) claims team. Principle duties are to investigate and settle personal and commercial lines property claims in the field. Maintains on-call availability with the ability to deploy at any time with the potential for being out for an extended period. This position requires extensive travel to areas that COUNTRY Financial conducts...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Looking for a genuinely rewarding career where you know you’re actually making a difference in people’s lives? COUNTRY Financial is seeking a Senior Catastrophe Claims Specialist to serve as a first responder and member of a dedicated catastrophe (CAT) claims team. Principle duties are to investigate and settle personal and commercial lines property claims in the field. Maintains on-call availability with the ability to deploy at any time with the potential for being out for an extended period. This position requires extensive travel to areas that COUNTRY Financial conducts...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Looking for a genuinely rewarding career where you know you’re actually making a difference in people’s lives? COUNTRY Financial is seeking a Catastrophe Claims Consultant to serve as a first responder and member of a dedicated catastrophe (CAT) claims team. Principle duties are to investigate and settle personal and commercial lines property claims in the field. Maintains on-call availability with the ability to deploy at any time with the potential for being out for an extended period. This position requires extensive travel to areas that COUNTRY Financial conducts business....

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: Hybrid Position Schedule / Shift: Monday-Friday 8am-5:30pm ET Position Summary: Join AAA – The Auto Club Group as a Senior Michigan PIP Claim Specialist , where you'll play a critical role in helping members navigate some of life's most challenging events. In this highly autonomous position, you'll leverage your investigative expertise, analytical thinking, and negotiation skills to manage complex Michigan Personal Injury Protection (PIP) claims from inception through resolution. Key Responsibilities: In this position, you will have the opportunity to: Claim handling responsibilities will include the following: reviewing assigned claims, contacting the insured and other affected parties, setting expectations for the remainder of the claim process, and initiating documentation in the claim handling system. Complete complex coverage analysis....

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: Hybrid Position Schedule / Shift: Monday-Friday 8am-5:30pm ET Position Summary: Join AAA – The Auto Club Group as a Senior Michigan PIP Claim Specialist , where you'll play a critical role in helping members navigate some of life's most challenging events. In this highly autonomous position, you'll leverage your investigative expertise, analytical thinking, and negotiation skills to manage complex Michigan Personal Injury Protection (PIP) claims from inception through resolution. Key Responsibilities: In this position, you will have the opportunity to: Claim handling responsibilities will include the following: reviewing assigned claims, contacting the insured and other affected parties, setting expectations for the remainder of the claim process, and initiating documentation in the claim handling system. Complete complex coverage analysis....

Are you a creative storyteller who thrives on bringing ideas to life through compelling visual experiences? MEM Insurance is seeking a Sr. Multimedia Specialist to join our Marketing team and play a key role in shaping how we connect with customers, prospects, and stakeholders.   In this role, you will lead the creation of impactful multimedia marketing assets across digital, video, print, and emerging media channels. You will combine creative vision with hands-on execution, helping drive MEM's visual marketing strategy while managing projects from concept through completion. As a trusted creative partner, you will collaborate across the organization to develop engaging content that strengthens our brand, supports business objectives, and delivers meaningful audience experiences. This posting is designed following candidate-focused job posting best practices that emphasize career impact, growth opportunities, and the overall employee experience.     Essential...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Sales Enablement Training Specialist to join our team in Omaha, NE or Newport Beach, CA specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive...

Description Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-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...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (RSS Sr.) is the primary point of contact for assigned Commercial customers and Relationship Managers. The commercial RSS Sr. works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The Commercial RSS Sr. applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The commercial RSS Sr. provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying,...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Sr. Claims Specialis t in our North America First Party Property Claims team. The successful candidate will be able to adjust commiserate level exposures providing insight and analysis on complex commercial property exposures.  The role includes Claim adjustment oversight of our First Party Property claim business, inclusive of Middle Market, Shared & Layered, Excess & Surplus Commercial based property line exposures. Location: This position can be based out of our Boston, MA, Alpharetta, GA, Charlotte, NC, Dallas, TX, Purchase, NY, NYC, NY, Morristown, NJ or any of our other US based offices. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Handle Commercial Property claim exposures for...

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...