Allianz of America, Inc. Jobs

This role is responsible, within his/her scope of audit, to plan, perform and report on internal audits of the Operating Entities of assigned regions as part of the Allianz Partners Group primarily focusing on the region where the manager is based. In addition this role will be responsible for performing ad hoc internal audit work as instructed by Executive Management JOB FUNCTIONS Regular, predictable, reliable attendance is an essential function of this position. Internal Relationships: Management at all levels in the Group, Group Risk and Compliance, Regional Internal Auditors External Relationships: External Auditors, Allianz Partners Group Audit (if required) Position Accountabilities Customer Service Focus: Maintain high standards of service while dealing with the Internal and External Customers Professional Approach: Consistent and unquestionable conduct in all business interactions and engagements. Team Work: Work co-operatively and effectively as part of the Group Audit Department Key Result Areas Annual Audit Plan: Conduct process level risk assessments as necessary for the development of the global Annual Internal Audit Plan for the Group. Participate in the preparation of global Annual Internal Audit Plan with Regional Heads of Internal Audit as requested. Internal Audits: Plan and execute assignments in accordance with the agreed internal Audit Plan and in accordance with Group and IIA standards. Examine the adequacy and appropriateness of internal controls and monitoring processes. Hold entry and exit meetings with the relevant stakeholders to commence audit and to discuss observations at the end of the audit respectively. Maintain adequate working papers for each assignment and cross-reference the audit observations. For each assignment, prepare a written report (as per the current Group format) to present findings and conclusions. This report will include recommendations to Management and suggestions for improving the overall internal control environment. Agree comments and action plans with responsible managers before issuing a final report. Send the copy of the completed report to the Head of Regional Internal Audit. Advise Risk and Compliance of any significant risk and compliance related issues identified during the audit. Follow up reviews: Maintain a Follow up register. Conduct follow up reviews to ensure that audit recommendations raised by Group Audit have been implemented by the due date. Submit quarterly report on the outstanding recommendations. Other Accountabilities: Carry out other related work and/or projects which may be required by the Head of Regional Internal Audit and/or Head of Audit AWP. Contribute to the improvement of new audit methods. Implement/adapt the audit methods developed by Allianz SE. Managerial activities: Participate in the preparation of the targets of the internal auditors and the senior internal auditors as requested. Supervise the internal auditor and the senior internal auditor throughout the given assignment. Participate in the recruitment of new auditors as requested. MINIMUM QUALIFICATIONS • Minimum of 5 years' experience in Internal Audit or management position within an Operating Entity. • Demonstrated ability to conduct audits in multiple business areas including Operations and Finance. • Demonstrated in-depth technical knowledge and experience in conducting Internal Audits. • Ability to lead projects timely. • Prior experience in Insurance Industry preferred. • University level education (Masters preferred) with certifications (e.g., Chartered or Certified Public Accountant, Certified Internal Auditor) • Intermediate level or greater competence in Microsoft Excel, Word and PowerPoint software. • Excellent verbal and written communication skills in English. A sufficient level of French, Spanish and/or German would be an advantage. • Prior experience in the management of a team. • Ability to manage multiple priorities and meet deliverables within tight deadlines Proficiency in the following business skills: • Knowledge of the Group and the company • Financial acumen • Understanding of business function(s) • Looking at processes from a strategic point of view • IT-landscape and virtual processes • Understanding of and aligning with ICS functions • Business English language skills • Consulting skills for business improvement • Knowledge on good business practices • Proficiency in the following technical skills: • Knowledge in Audit methodology • Risk assessment for risk-based audits • Governance and regulatory requirements • Reports writing adapted to audience • Interviewing techniques • Data mining /analytical skills • Root-cause analysis • Project management • Analyzing and mapping processes • Proficiency in the following soft skills: • Communicating the right way / time / tone • Negotiating with different hierarchies • Influencing others without authority • Facilitating / managing conflicts of interests • Engaging people to execute change • Managing people • Working in diverse teams • Empathy for different stakeholders • Service attitude and relationship management

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

We're seeking a dynamic Margin Associate to join our team and play a crucial role in ensuring the accuracy and efficiency of our margin management processes. In this role, you'll be the key point of contact between our clients, custodians, and internal risk teams, providing expert support and education. JOB RESPONSIBILITIES/MAIN FUNCTIONS Conduct daily reviews of margin notices from various custodians, identifying and addressing potential issues promptly. Execute critical tasks related to margin notices, including processing extensions, escalating errors, and generating comprehensive reports. Serve as the primary point of contact for custodians regarding all margin-related inquiries and ensure smooth communication and resolution of issues. Work closely with the internal Risk Department to address any margin-related concerns or issues that arise. Develop training materials and provide ongoing education to staff and clients on margin processes, requirements, and best practices. Act as the key contact for reviewing potential securities-backed lending accounts from other firms, ensuring thorough due diligence. As an extension of the operations team, assist with trade corrections, managing trade rules systems, resolving general inquiries, and supporting other operational tasks as needed. Accurately calculate regulatory and custodian margin requirements, translating complex information into clear and concise explanations for clients. JOB REQUIREMENTS (EDUCATION, EXPERIENCE, KNOWLEDGE, SKILLS AND CAPABILITIES) Bachelor's in Business, Accounting, Finance or a related field. 3-5 years of experience in the financial industry, preferably within a brokerage environment. Strong understanding of margin regulations and practices. Exceptional analytical and problem-solving skills. Excellent communication and interpersonal skills. Fluency in English and Spanish; conversational Portuguese is highly desirable. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). A proactive and adaptable approach to work, with the ability to manage multiple tasks and priorities effectively.

Join a team recognized for leadership, innovation and diversity As an Advanced Software Engineer here at Honeywell, you will be accountable for developing and implementing software solutions for our Aerospace Technologies (AERO) business unit. You will work closely with executive guidance, product management, and other engineering disciplines to define project requirements and ensure alignment with Honeywell's operational objectives. This role will be based in Clearwater, FL and can be performed on a hybrid work schedule. In this role, you will have the opportunity to contribute to the development of cutting-edge software solutions that enhance the safety, efficiency, and performance of aircraft systems. You will play a key role in shaping the future of technology in the aerospace industry. KEY RESPONSIBILITIES • Work with cross-functional teams to define project requirements and develop software solutions • Design, code, test, and debug software applications • Conduct software performance testing and optimization • Participate in code reviews and provide feedback to ensure high-quality software development • Stay up-to-date with industry trends and emerging technologies to drive innovation in software engineering BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. US CITIZENSHIP REQUIREMENT Must be a US Citizen due to contractual requirements. YOU MUST HAVE • 5+ years of experience in software development with embedded systems • Proficiency in programming languages such as C, C++, Ada, Java, and Python. • Strong problem-solving and analytical skills WE VALUE • Bachelor's or Master's degree in Computer Science, Software Engineering, or a related field • Experience in the aerospace industry or a related field • Knowledge of software development best practices, design patterns, and architecture ethics • Familiarity with software development tools, version control systems, and continuous integration/deployment pipelines • Passion for innovation and continuous learning ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT Honeywell Aerospace Technologies (AT) products and services are found on virtually every commercial, defense, and space aircraft in the world. We build aircraft engines, cockpit and cabin electronics, wireless communication systems, mechanical components, and more, and enable many of them via our high-speed Wi-Fi offerings. Our solutions create healthier air travel, more fuel-efficient and better-maintained aircraft, more direct and on-time flight arrivals, safer skies and airports, and more comfortable flights, along with several innovations and services that reflect exciting and emerging new transportation methods such as self-reliant and supersonic flight. Additional Information JOB ID: HRD257367 Category: Engineering Location: 13350 US Hwy 19 N,Clearwater,Florida,33764,United States Exempt Due to US export control laws, must be a US citizen, permanent resident or have protected status. Engineering (GLOBAL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

As a Trader, your primary responsibility is to execute trades in fixed income, equity, and option securities optimizing portfolio performance and managing market risk. You will work closely with investment professionals, portfolio managers, analysts, and other traders to implement trading strategies and ensure compliance with regulatory requirements. JOB RESPONSIBILITIES/MAIN FUNCTIONS Receive and process sales orders from registered representatives ensuring trading procedures are properly executed and that compliance policies are followed. Work with Senior Traders and external brokers to ensure all orders are processed and settled in a timely manner. Create and maintain all trading records, including trade rotation, best execution, exceptions, and error resolution. Provide support to the Head of Trading in the implementation of initiatives to enhance effectiveness, efficiency, and industry best practices across the trading and operations team. Proactively work to collaboratively support departmental and firm-wide projects/ and initiatives. Implement risk management strategies to mitigate potential losses and adhere to risk limits. Stay informed about market trends, economic indicators, and relevant news affecting fixed income markets. Conduct quantitative and qualitative analysis to identify trading opportunities and assess market conditions. Communicate effectively with team members to share insights, strategies, and market information. Utilize trading platforms and other technology solutions to enhance trade execution efficiency. Stay abreast of advancements in trading technology and incorporate relevant tools into daily activities. Support operational excellence initiatives. Keeping abreast with changes in the financial market. JOB REQUIREMENTS Bachelor's degree in Business Administration with concentration in Finance, Economics, or a related field. Advanced degree (e.g., MBA, CFA) is a plus. 5-7 years in a financial services client service or operations type role. Previous experience as a fixed income trader or in a related trading role. Knowledge and understanding of financial markets and compliance. Strong math, analytical, and decision-making skills. Preferable system knowledge - Bloomberg, NetX360. Series 7 license. DESIRED SKILLS Proactive and self-motivated about learning the systems and ins and outs of the business. Self-starter and driven and have exceptional attention to detail. Excellent analytical and problem-solving skills. High level of interpersonal skills, team player. Ability to leverage on technology. Comfortable in a fast pace and dynamic environment. Ability to work independently with minimal direct supervision. Bilingual in English and Spanish desirable.

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets Bonuses, are performance based and paid every month on the 15th Residuals are paid on the anniversary date of the clients sale.

Chargebacks911 is seeking an experienced, result-driven, process-oriented sales associate to work closely with the existing Sales and Marketing teams to implement an account-based enterprise sales strategy. Wow! That was a lot of business jargon. Let me give it to you straight: We're an established fintech brand located in Clearwater, Florida. We're looking for a smart, cool, and creative person to join our Sales Development team. We will train the right candidate provided that they have a positive attitude and some level of relevant experience. We're offering great benefits, work/life balance, and great opportunities in a fast-growing company. Decent writers and good hangs preferred. Resume business jargon... Relevant experience in the following areas is preferred. Sales development leadership Sales process creation Account-based sales strategy Enterprise sales in technology or the financial sector HubSpot CRM or high software literacy Inbound and outbound sales Responsibilities: Help the team uncover and create opportunities from inbound and outbound activities Build a strong pipeline of qualified opportunities to help deliver on sales targets Monitor and assess sales activities to determine sales progress & required improvements to achieve sales goals Drive the team to consistently achieve or exceed quotas Develop cross functional relationships within the company to provide support and enable the team Work with Sales and Marketing develop on-going product and sales training Present and conduct high level conversations with senior management Required Skills: 2+ years sales experience in the financial or technology space Experience in working in an outbound sales role Strong strategic planning and organizational skills Excellent operational skills and good attention to detail Strong written and verbal communication skills Demonstrated ability to to consistently generate bookings and exceed quota by managing process for creating opportunities and building pipeline Strong sales and business acumen Additional Preferred Skills: Demonstrated management experience and leadership ability Experience with HubSpot CRM or demonstrated software literacy Bachelor's degree in business, operations or a related field Local candidates only

Direct, advise and assist the organization on legal obligations related to a wide range of litigation management, corporate, and insurance regulatory issues. Job Functions •Direct and assist with, and lead as assigned, litigation case management including conducting legal and quantitative case analysis, negotiating matters, managing discovery, budgeting, conducting research, and working with outside counsel, as necessary, to effect a satisfactory resolution of individual and class action lawsuits •Research relevant statutes, legal trends and case law via online legal information sites •Assist as assigned on insurance regulatory matters as needed •Assist with reviewing product-related materials, including certificates of insurance and brochures, to ensure clarity and overall legality •Provide advice and support to management on a variety of corporate legal issues •Draft and review commercial contracts, including service, distribution, indemnity marketing, confidentiality, licensing and other technology agreements •May perform other duties as assigned Minimum Qualifications •License to practice law in Virginia (or ability to promptly obtain). •Graduate from an accredited law school. •Minimum 8 - 10 years' experience in litigation case management, preferably relating to insurance regulations or corporate activities •In-house, contracting, insurance corporate experience preferred. Travel Requirements •This position is routinely expected to travel 10% of the time

Answer inbound telephone calls and emails from customers inquiring about international travel, customers requiring medical or concierge assistance, or customers requiring claims, technical, or language support. Some calls will be of a crisis nature. Provide information on products and services and gather information on customer's specific needs. Coordinate a solution for the customer by involving and directing internal and external specialists. Handle basic administrative tasks within the Assistance Department. Prepare customized materials for clients and/or customers as required. JOB FUNCTIONS •Key responsibilities which take no less than 10% of overall job time •Regular, predictable, reliable attendance is an essential function of this position. •Answer inbound telephone and email inquiries; connect with the customer to identify purpose of contact and to verify their membership and insurance information; listen attentively and respond to customer inquiries providing accurate and complete program information educating the customer on total services available. Coordinate with clients, other departments or department management to verify eligibility for service and level of benefit available to the customer. •Coordinate services for customers who have encountered non-medical travel emergencies (ex: assist with replacements of travel documents like passports, arranging for repatriation of body remains, lost luggage etc.) •Coordinate concierge services in accordance with customer's service benefit, booking arrangements as requested. •Initiate cases for customers experiencing medical emergencies while traveling away from home. •Collaborate with and assist supporting all parties to ensure the customer receives the highest level of service during time of need. •Manage incoming faxes or emails to the Assistance Department following a defined procedure. •Respond to claims inquiries from customers (members, clients or providers). •Provide back-up support to the case management process as required to meet overall demand. •Escalate customer concerns/issues to Sr. Assistance Coordinator and/or Manager for resolution if all other means of satisfying the customer have been exhausted. •Stay up-to-date on procedural changes in order to communicate accurate information to customers. •Provide phone and assistance support to other service centers as necessary to meet business needs. •Provide language support for International travelers both written and oral (may require fluency in a second language.) •May require overnight or weekend duties during local weather emergencies as necessary to meet business needs. •May perform other duties as assigned. MINIMUM QUALIFICATIONS •Associate's degree in a related field or equivalent combination of education and experience. •Two (2) years experience in customer service environment. •Two (2) years travel agent experience preferred. •Knowledge of world geography; International travel experience is preferred. •Typing speed > 35wpm. •Fluency in a second language is preferred and may be required based on changing business needs. •Experience with Sabre GDS system preferred.

Northwestern Mutual is a fortune 100 company that has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With over $265.0 billion in assets managed and $28.1 billion in revenues, we provide a holistic approach to financial planning, insurance, and wealth management services. Our commitment to diversity and professional development makes us a top choice for financial professionals nationwide. Join us in shaping the future of financial security. Role Description This is primarily a full-time on-site role with remote options throughout the week for a Financial Representative located in Boca Raton, FL (10 minutes from Mizner Park and Florida Atlantic University). The Financial Representative will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients on a day-to-day basis. Paid on-site 2-week training and reimbursement for licenses and study material provided for hired representative. Qualifications Strong relationship building Strong analytical and problem-solving skills Excellent communication and interpersonal abilities 2-15 Insurance, SIE, Series 6 and Series 63 preferred but not required Associate's degree in any field Benefits Health Insurance Dental Insurance Vision Insurance Life Insurance Short- and Long-Term Disability Deferred Compensation Plan Defined Pension Plan

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Responsible for management and retention of new and existing strategic partners. Manage day-to-day business needs of partner including but not limited to: monthly reporting, program implementation(s), troubleshooting, issue resolution, technical matters and client communication. Serves as “partner expert” (SME) and advocate internally. Accountable for supporting partner initiatives to optimize revenue and improve processes. Facilitates program enhancements and expansion. JOB FUNCTIONS •Key responsibilities which take no less than 10% of overall job time •Regular, predictable, reliable attendance is an essential function of this position. •Develop and maintain strong business relationships with partners/internal stakeholders •Champion client initiatives with internal partners, through to successful completion •Manage technology issues and solutions that impact partner's success/customer experience •Communicate revenue optimization plans and results to clients •Provide client invoicing, reporting and compensation, including issues management •Ensure contractual obligations are met •Monitor contractual service levels for assigned partners to ensure compliance •Conduct onsite partner training, as required •Support Sales teams to achieve revenue and profitability goals •Develop project plans and workflow by communicating with all applicable parties. •Facilitate internal and external project team meetings •Serve as liaison between partner and their internal stakeholder team •Monitor and maintain partner renewal schedules •Participate in partner meetings, business reviews and roadmap discussion(s) •Coordinate partner visits, including agendas and activities •Perform research and analysis in conjunction with the Sales staff, including partner data, historical information and trend analyses •Support preparation of business reviews and strategic planning meetings •Perform other duties as assigned. MINIMUM QUALIFICATIONS •Bachelor's degree in Business, Marketing, or related field or equivalent combination of education and experience. •Three (3) years client management experience.

Join the Customer Experience and Market Research team at Allianz Partners, the largest travel and specialty insurance company. We are looking for a Consumer Insights Analyst who will be responsible for researching general market trends, emerging technologies and competitive intelligence. Don't miss this opportunity to join an exciting team focused on making travel experiences better! Responsibilities •Consumer Research: •Conduct insightful and structured research focused on consumer, partner and market needs •Run and analyze consumer surveys to gauge awareness of the Allianz travel insurance brand and product benefits (i.e. Consumer Brand Awareness Study) •Monitor and forecast the latest trends in the consumer travel, event and tuition insurance industry, and report out on each channel at least once per year •Competitor Research: •Closely monitor competition and market trends to enable informed business decisions •Compile, synthesize and analyze channel-specific competitor research reports, and present findings and recommendations customized for the appropriate internal audience •Collaborate with internal Product, Sales and Business teams to collect, compare and analyze competitor product benefits and pricing to support research efforts •Industry Research: •Collaborate with the global office on regular industry analysis and reporting •Develop the annual market research plan, and coordinate on this plan rollout with the Global Office and other regions accordingly •Create monthly industry trend reports and educate business leadership on trends, analysis and recommendations based on findings •Other: •Distill and synthesize complex data sets using tables, charts and graphs •Host “share out” sessions on research findings to internal stakeholders by writing executive summaries, deep-dive reports and PowerPoint presentations tailored to the audience •Manage relationships with outside market research providers, analysts, and travel industry associations •Develop a working knowledge of our strategic business partners, tap into existing research from partners when possible/available, and understand partner brand positioning, advertising campaigns, and marketing methods where possible •Collaborate within the Marketing team to provide research findings and stats for communications materials, i.e. marketing emails, content (white papers, social media, videos, etc.), and infographics •This role reports to the Director of Customer Experience and Market Research •May perform other duties as assigned Qualifications Minimum Qualifications •Two (2) to five (5) years of experience in Market Research preferred •Bachelor's degree in market research, economics, finance, statistics, or other related field •Highly knowledgeable of data analysis software, PowerPoint and Excel •Must be organized, able to independently execute projects, and able to prioritize project work •Must have strong presentation skills •Passion for learning and market intelligence beyond information gathering is ideal •Ability to analyze market trends, conduct research, and communicate findings to peers and executives •Knowledge of marketing within the travel, insurance, or other regulated industry is helpful Preferred Qualifications Requirements Travel Travel Requirements: Less than 10%

Focus on management of risk management program implementation in a global environment Responsible for ensuring the effective operation of the company's internal control framework across multiple entities. Act in a consultative capacity as it relates to business controls and processes with others in a global environment. Participate in the implementation and execution of risk assessments, trainings, and reporting as required. JOB FUNCTIONS Regular, predictable, reliable attendance is an essential function of this position. Key responsibilities which take no less than 10% of overall job time • Perform annual planning of the internal control program efforts (e.g., process, walk-throughs, risk assessment, materiality, establish due dates, etc.). • Coordinate with the Business Process Owners in ensuring that documentation, testing, remediation and the appropriate controls are identified and documented in the process documentation. • Manage projects across multiple business units from concept to implementation including planning, communications, resource management, tracking, analysis, documentation, archiving, monitoring and reporting. Escalate significant deviations and invoke contingency plans when necessary. • Collaborate in the design of changes to business projects/processes or ensuring adequate controls are placed appropriately. Identify opportunities for streamlining and automating control activities within business processes. • Conduct various risk assessments (project risk assessments, product risk assessments) and implement preventive measurements and controls to reduce potential risk exposure, as appropriate. • Manage the Operation Loss program throughout the Region. Prepare consolidated operational risk and loss reporting for the business unit / region. Ensure data accuracy and completeness. • Prepare management reports on the status of risk efforts. •May perform other duties as assigned. MINIMUM QUALIFICATIONS •Bachelor's degree in Business, Finance, or related field or equivalent combination of education and experience. • Three (3) to five (5) years of auditing experience required • Experience performing/auditing SOX-related controls, or Internal Controls Over Financial Reporting (ICOFR) preferred - not required. • Experience in insurance industry (preferred)

Provides analytic support to business team(s) in achieving their profitable growth goals by offering insightful, actionable and in-depth data analysis and recommendations based on that research. Job Functions . Key responsibilities that take no less than 10% of overall job time: Analyze complex data for trends, highlights in-depth interpretations and provides in-depth root cause analysis. Translate complex data into insightful analysis and make recommendations. Illustrate complex information in a clear concise manner. Define, identify, develop and implement information products to support business needs. Develop a deep understanding of drivers of business performance and dynamically monitor critical operational measures Deliver timely, insightful, and actionable analysis Be accountable for data quality, report accuracy, model integrity, and business impact Develop highly effective predictive methods that support and improve business decision-making Analyze effects of trends in customer behavior on revenue and profitability; recommend product, underwriting, sales, or marketing strategies that drive profitable growth. Identify sources of unprofitability on portfolio and collaborate with functional areas to determine strategic actions. Work with functional areas to identify and implement opportunities for utilizing company data to drive profitable growth solutions. Develop processes and tools to monitor marketing, sales and profitability initiatives. May perform other duties as assigned. Minimum Qualifications Bachelor's Degree in Finance, Math or other quantitative field One (1) to three (3) years of analytic experience Strong familiarity with data and analytic/statistical tools such as SQL, R, Python, SAS as well as Excel Strong problem-solving abilities, including demonstrated tenacity at mining data to discover root causes of end results Strong oral and written communication skills, including ability to influence without authority Demonstrated success using data visualization techniques to present analytical findings Ability to focus on assignments and ensure that goals and objectives are accomplished within their prescribed timeframes and within allocated budgets with limited direction.

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL. The Day-to-Day: Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

About the job Financial Representatives at Northwestern Mutual - The McKernan Financial Group - help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Check out our Day in the Life Video: ************************************************ Compensation & Benefits • Commission structure to support early development • Renewable income • Bonus programs and expense allowances • Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more • Retirement Package and Pension Plan • Medical, Dental, Vision, Life Insurance and Disability Income Insurance • Family Planning You could be right for this opportunity if you are/have: • Local candidate to West Palm Beach, FL area • 4-year degree; or equivalent professional work experience • Entrepreneurial ambitions • History of success in sales, athletics, military, client services, or client-facing roles • Excellent time-management skills • Desire for continuous learning • Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now!