Financial Advisor
Finance Representative Job In Billings, MT
Prudential Advisors is looking for an experienced financial professional in the Billings area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
· The ability to service existing clients
· The ability to build a strong client base with Prudential's exceptional referral programs
· The opportunity to create client solutions without proprietary products sells requirements
· Compensation that is 100% benefitable regardless of the product or company you sell
· The look and feel of an independent advisor with the benefits of being an employee.
· 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
Requirements:
· Series 6 and 63 required. Series 7 and 66 preferred
· Insurance license required
· Three or more years of investment sales experience
If you'd like to learn more, please call me at ************ or email me at ***********************************. Feel free to forward my message to anyone in your network who might have interest. Thank you!
Sales Representative
Finance Representative Job In Billings, MT
Come Join the American Fidelity Educational Services Family
Family Owned since 1960
We are seeking a Sales Representative to market our insurance products and provide client customer service statewide to the educational community in your area. Our salaried, career Sales Representatives are responsible for selling supplemental insurance products and services in a defined sales territory with an existing customer base and you will have the opportunity to help grow our customer accounts. You will build strong, long-term relationships with school districts and teaching associations and develop specific, needs-based sales recommendations for their employees, highlighting the benefits of American Fidelity's insurance products.
We Offer
· Base salary + uncapped commission + additional sales bonus potential
· Company car
· First year income potential between $82,500 to $122,600
· Paid travel expenses
· Consistent six figure income opportunity within 3-5 years
· 401k with company match up to 6%
· Defined Sales Territory
· Multiple Sales Career path options
· Consistent, standardized training designed for new Sales Representatives
· Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans
· International Sales Award Trips
We Look For:
Sales potential with demonstrated leadership qualities, sales awards and sales successes
Two years sales, management, or leadership experience or as a recent college graduate, someone who has held leadership roles and demonstrated hard work ethics by working your way through college
Candidates with no more than 2 jobs in the last 5 years preferred
60 hours of college education or associates degree preferred
Ability to pass financial, criminal, and motor vehicle background checks
Pattern of Success Demonstrated by Career Growth
Primary Responsibilities
· Focus on growing and maintaining existing K-12 School accounts by one-on-one sales of worksite insurance products and services to the educational community
· Consult with our current customers to provide value and meet their financial needs
· Build strong relationships with our customers and teaching association executives
· Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
Company Perks:
· National Presence - American Fidelity conducts business within 49 states, employing salaried, career Sales Representatives located across the country.
· Extended Training Program - Sales Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training.
· Tenure - More than Double the National Average with 30% of our salaried career Sales Representatives having been employed with American Fidelity for 10 years or more.
Company Overview:
Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com.
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening.
If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy”.
Financial Advisor - Billings, MT
Finance Representative Job In Billings, MT
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.
We provide the support. You build the possibilities.
The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
About the role
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
Meet with participants and eligible employees to educate employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
To help you get started, we offer you the resources needed to build your own success:
This is a salary paid position with bonus potential
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
High school diploma or GED required; Bachelor's Degree preferred
Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required
CFP, ChFC or similar designations desirable
Must have excellent presentation skills
Bilingual Spanish/English skills a plus
This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI-CH1
#LI-SAFG
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Financial Advisor - Billings, MT
Finance Representative Job In Billings, MT
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.
We provide the support. You build the possibilities.
The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
About the role
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
Meet with participants and eligible employees to educate employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
To help you get started, we offer you the resources needed to build your own success:
This is a salary paid position with bonus potential
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
High school diploma or GED required; Bachelor's Degree preferred
Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required
CFP, ChFC or similar designations desirable
Must have excellent presentation skills
Bilingual Spanish/English skills a plus
This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI-CH1
#LI-SAFG
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Financial Advisor
Finance Representative Job In Bozeman, MT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
ITM Representative
Finance Representative Job In Billings, MT
THE JOB
We have a full-time ITM Representative position opening at our Billings West End location. This unique position interacts with our members using video chat to assist with teller transactions such as making deposits, loan payments, and check cashing. As part of the Support Center, this position will also assist members through online chat, work on reports and other various duties.
OUR PEOPLE
We hire people who are passionate about life and helping others. Our people are enthusiastic about making members feel welcome and appreciated. They focus on improving themselves and encouraging one another. Our greatest assets are not in our vaults. Our greatest assets are our people.
WHAT WE OFFER
A fun environment where you can be you
Competitive salary
Opportunities for advancement
4 weeks of paid time off your first year
10 paid holidays per year
401(k) plan with up to 8% company contribution
Opportunity for incentives
Medical, dental and vision insurance
Ready to love where you work? We want to learn about you. Apply Now! (We require a resume and application to move forward in the hiring process.)
Altana is an Equal Opportunity Employer.
Merrill Financial Solutions Advisor - Mountain West Market
Finance Representative Job In Bozeman, MT
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Sleep Sales Representative
Finance Representative Job In Bozeman, MT
Essential Sales Duties and Responsibilities: * Market VieMed's OSA and Sleep program to potential and existing referral sources * Develop sales territory action plans and call strategies to maintain ongoing business with current accounts and apply working knowledge of clinical, consultative, and strategic selling skills to drive new market potential to grow the business within assigned territory
* Coordinate and provide educational presentations and in-services for healthcare providers
* Responsible for account activity, sales documentation, reports, and territory management
* Partners with all clinical, managerial, sales staff, and other internal departments within to promote and market our P services to all referral sources to drive sales growth
* Required to provide availability for patient contact and response to patient needs
* Maintain a level of performance that meets or exceeds the sales quotas
* Other duties/projects as assigned
Competencies:
* Demonstrated ability to build and maintain solid working relationships with internal and external referral sources geographically located within assigned territory
* Exhibits effective oral and written communication with physicians, location staff, patients, and all referral sources to ensure questions and concerns are processed promptly
* Ability to plan, implement, and execute strategies independently to achieve sales goals effectively
* Exhibit a sense of urgency for goal achievement with a strong commitment to results
* Builds relationships with referral sources, patients, and caregivers
* Strong organizational, prioritizing, and territory management skills
* Be flexible, self-driven, accountable for results, autonomous, yet supportive of team efforts
Requirements:
The qualified candidate:
* Must be a resourceful problem solver who thrives in a fast-paced environment.
* Must be well-connected and have established relationships with the Sleep Specialists within the territory (required)
* Must be able to provide three informal letters of recommendation from a physician/provider (required)
* Must have a current, valid, active state driver's license with a clean driving record and own reliable transportation is required
Sales Experience:
* A proven track record of successful sales experience in a health care setting, and experience working with physicians, and nurses.
* Two or more years demonstrated full life medical sales experience from lead generation, educating the referral source, persistent follow-up, and follow through on all leads, issues, and success stories7
* Formal sales training preferred
Work Environment:
* Sales: This job operates in the field by calling on, marketing to both existing and potential referral sources:
* i.e., Pulmonologist, Sleep Specialists, Cardiologists, Internal Medicine, Family Practice, and Ear Nose and Throat
VieMed Offers:
* Competitive Base Salary
* Uncapped Commissions
* Excellent Orientation Program
* Health, Dental, & Vision Insurance
* PTO
* 401K Retirement Plan
* Monthly Cell Phone Allowance
* Marketing Allowance
* Life Insurance
* And Much More!
You will be expected to work during regular business hours, Monday through Friday, 8:00 a.m. - 5:00 p.m. Please note this job description is not designed to cover and/or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties and responsibilities may change at any time with or without notice.
Personal Financial Representative-MT
Finance Representative Job In Lincoln, MT
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
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility, and access to new customers. We're looking for financial sales professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Personal Financial Representative (PFR), you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
Your Support Team.
We support our Personal Financial Representatives across the nation with a variety of quality product offerings, marketing support and continued education that helps you succeed. Allstate agency owners can provide dedicated space to our PFRs to conduct client reviews.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earnings potential that's always connected to the growth of your business. Additional rewards may include competitive commission payouts and a sign on bonus to help get you started. Our exclusive trips for our top sales producers are an added bonus on your way to making the Million Dollar Round Table.
Your Work.
A typical agency office has one PFR who meets with new and existing customers to build deeper relationships through expanded product offerings. Your coordination with an agency's sales team enhances the ability to provide leads to you ensuring a strong foundation for your future.
Allstate provides ongoing support and expertise to help you build your business.
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 licenses preferred • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred.
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
Skills
Data Literacy, Entrepreneurship, Financial Products, Financial Sales, Insurance Sales, Life Insurance, Life Insurance Products, Life Insurance Sales
Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. And one where you can impact the future for the greater good.
You'll do all this in a flexible environment that embraces connection and belonging. And with the recognition of several inclusivity and diversity awards, we've proven that Allstate empowers everyone to lead, drive change and give back where they work and live.
Good Hands. Greater Together.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Advisor, Financial Planning and Analysis
Finance Representative Job In Helena, MT
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives
+ Assist in Make vs Buy, Make vs Make and other strategic financial analysis
+ Prepare capital analytics on a monthly/quarterly/annual basis
+ Prepare monthly results for Strategic Projects
+ Assist with the yearly budget and quarterly forecast process for strategic projects
+ Assist with the quarterly reporting to the SEC Accounting Team
+ Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process
+ Support capital controls in partnership with Medical Segment FP&A team
+ Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them
+ Support the transition manufacturing agreement pricing arrangements
+ Manage multiple deliverables and deadlines concurrently
+ Work on Ad hoc requests and initiatives as required
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Private Client Banker - Billings Heights - Billings, MT - Rocky Mountains
Finance Representative Job In Billings, MT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Sales Representative - Paid Relocation to Cincinnati - $2500 SIGN-ON BONUS
Finance Representative Job In Bozeman, MT
Country USA State Montana City Bozeman Descriptions & requirements About the role: TQL is seeking motivated, high performing individuals to apply for our Fast Track Sales Development Program. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you've completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class paid training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. Top applicants will thrive in a fast-paced environment, have a strong work ethic and a drive to succeed. This is a great opportunity to build a successful career with an industry leader that offers an unmatched company culture, comprehensive benefits and significant opportunities for advancement.
POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED
What's in it for you:
* $40,000 base salary with uncapped commission opportunity
* $2,500 sign-on bonus
* $7,500 housing stipend paid in bi-weekly increments for the first 12 months
* Relocation assistance package
* Health, dental and vision coverage
* 401(k) with company match
* Outstanding career growth potential with a structured leadership track
* Fortune 100 Best Companies to Work For (2023) and Forbes America's Best Large Employers (2022)
What you'll do:
* Spend 26 weeks partnered with a successful freight broker
* Make calls and establish relationships to build your book of business
* Close new and existing customers
* Negotiate prices with customers and carriers
* Manage daily shipments and resolve issues to ensure timely pickup and delivery
* Provide proactive and honest communication, internally and externally
What you need:
* Availability to work full-time, 100% in-office
* Entrepreneurial mindset and determination to outperform your peers
* Strong negotiation skills with the professionalism to handle conflict
* A passion for exceptional customer service
* College degree preferred
* Military veterans encouraged to apply
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at ******************
*
Sales Representative
Finance Representative Job In Hamilton, MT
We're looking for a driven individual who is passionate about helping others to become our next Hearing Care Professional! We hire individuals from a variety of backgrounds and industries and help them grow from Sales Trainee to Hearing Care Professional through a comprehensive paid training program. No hearing healthcare experience is required. This is a rewarding, consultative, sales opportunity that has high earning potential, all while making a difference in people's lives.
Responsibilities:
Work on-site and meet with customers in-person to discuss their hearing loss.
Build a relationship of trust and empathy from the start.
Educate the customer about the long-term effects of hearing loss.
Administer a series of exams and walk the customer through their results.
Make the best product recommendation based on individual needs.
Walk the customer through a demonstration to test the device they select.
Fit the customer for their new hearing aids.
Deliver consistent after-care to ensure the customer is satisfied and are comfortable using their devices.
About us:
For 75 years Miracle-Ear has led the way in innovation and customer service, helping over 50 million people with hearing loss. We operate over 1,500 franchised and corporately owned retail clinics across the United States and take pride in offering solutions that enhance our customer's quality of life.
At Miracle-Ear, you'll experience the entrepreneurial spirit and camaraderie of a small business, with the extensive training and technology of an advanced corporation. We're invested in the growth of our people, offering continuous training and development opportunities to empower our employees to become leaders in the industry.
Through the Miracle-Ear Foundation, we give back to the local communities we serve, with a portion of the cost of every hearing aid sold helping someone in need. Fostering a culture of belonging allows us to deliver on our promise of helping millions of diverse customers rediscover all the emotions of sound. Our corporate team is headquartered in Minneapolis, Minnesota, and our parent company, Amplifon, is the global leader in the retail hearing aid industry, operating in 26 countries world-wide.
Requirements
Ideal Candidate:
2+ years direct sales experience
Has been customer-facing
Confident and personable
Passionate about helping others
Enthusiastic and eager to learn a new skill
Adaptable and sharp
Able to leverage technology
Sales in a B2C environment is a plus
Benefits
High earning potential once in a selling capacity
Work-life balance & normal business hours
Continuous training, development, and support
Brand recognition - we're at the top of our industry!
401K with employer match
Paid Time Off, Paid Holidays Off
Financial Services Representative I
Finance Representative Job In Billings, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. is located at our Billings, MT Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Child Care Assistance Program for eligible dependent(s).
* Exercise reimbursement program for employees.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
* Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
* Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
* Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
* Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
* Attention to detail, including verbal and written instructions.
* Maintains confidentiality.
* Effective use of tact and diplomacy as it relates to clients and co-workers.
* Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to compute rate and percent and to draw and interpret bar graphs.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* Ability to deal with problems involving a few concrete variables in standardized situations.
* Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
* Delivers complete and accurate work and displays pride and professionalism in work.
* Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
* Takes personal initiative and is a positive example for other to emulate.
* This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
* High School Diploma or General Education Degree (GED) required
* 1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
* Lifting - Occasionally (up to 10 lbs)
* Sitting - Frequently
* Overtime - Subject to business need
* Noise Level - Moderate
* Typical Work Hours - M-F (8-5)
* Regular and Predictable Attendance - Required
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Private Client Banker - Billings Heights - Billings, MT - Rocky Mountains
Finance Representative Job In Billings, MT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Payments Representative
Finance Representative Job In Missoula, MT
Are you looking for an impactful role that empowers you to help others and create a worthwhile impact on your local community? Clearwater Credit Union is now accepting applications for a Payments Representative position in Missoula, MT. This role provides both direct and indirect support to our members by processing transactions through a variety of channels, researching member issues, monitoring and preventing fraud, as well as assisting with our payment dispute process.
Clearwater Credit Union is a Montana based credit union that follows the principles of Values Based Banking. These principles serve as the cornerstone of our mission and guide every aspect of our daily operations. Clearwater Credit Union strives to be a force for good in banking, in the communities we serve, and in the lives of our members.
The payments representative position supports that mission by providing support on payments products including by not limited to: ACH, checks, wire transfers, debit and credit cards, mobile check deposit, bill pay, and Zelle. In this role you would process and reconcile payments to member accounts and the related general ledgers.
You would personally live Clearwater's mission and impact our local community by being a part of the team that monitors, identifies, and prevents fraudulent transactions that would take advantage and negatively affect the lives of our members. You would get to assist members directly by assisting them with questions relating to fraud, as well as disputes. In this role you would also get to use troubleshooting, researching, and problem-solving skills to resolve inquiries and issues with payment products.
A successful applicant must be organized and be able to process quickly while maintaining a high level of accuracy. They would be detail-oriented with outstanding problem-solving skills, skilled in interpersonal communication and leadership, and have exceptional member service and telephone etiquette. They would also need the ability to make sound decisions, and to enjoy the mix of independent work and while also contributing to the team-oriented environment.
Qualifications include a high school degree or equivalent as well as two to five years of similar or related experience, including time spent in preparatory positions.
Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!
Shift: Tuesday - Saturday, 8am to 5pm
Linen Representative
Finance Representative Job In Missoula, MT
Works as part of the Laundry team, sorting soiled linen, washing soiled linen and processing clean linen for distribution to all user departments.
Providence caregivers are not simply valued - they're invaluable. Join our team at Providence St. Patrick Hospital and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them.
Preferred Qualifications:
Previous healthcare experience, particularly in a service department.
Experience with or training in customer service.
Why Join Providence?
Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities.
Payments Representative
Finance Representative Job In Missoula, MT
Are you looking for an impactful role that empowers you to help others and create a worthwhile impact on your local community? Clearwater Credit Union is now accepting applications for a Payments Representative position in Missoula, MT. This role provides both direct and indirect support to our members by processing transactions through a variety of channels, researching member issues, monitoring and preventing fraud, as well as assisting with our payment dispute process.
Clearwater Credit Union is a Montana based credit union that follows the principles of Values Based Banking. These principles serve as the cornerstone of our mission and guide every aspect of our daily operations. Clearwater Credit Union strives to be a force for good in banking, in the communities we serve, and in the lives of our members.
The payments representative position supports that mission by providing support on payments products including by not limited to: ACH, checks, wire transfers, debit and credit cards, mobile check deposit, bill pay, and Zelle. In this role you would process and reconcile payments to member accounts and the related general ledgers.
You would personally live Clearwater's mission and impact our local community by being a part of the team that monitors, identifies, and prevents fraudulent transactions that would take advantage and negatively affect the lives of our members. You would get to assist members directly by assisting them with questions relating to fraud, as well as disputes. In this role you would also get to use troubleshooting, researching, and problem-solving skills to resolve inquiries and issues with payment products.
A successful applicant must be organized and be able to process quickly while maintaining a high level of accuracy. They would be detail-oriented with outstanding problem-solving skills, skilled in interpersonal communication and leadership, and have exceptional member service and telephone etiquette. They would also need the ability to make sound decisions, and to enjoy the mix of independent work and while also contributing to the team-oriented environment.
Qualifications include a high school degree or equivalent as well as two to five years of similar or related experience, including time spent in preparatory positions.
Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!
Sales Representative
Finance Representative Job In Billings, MT
Are you looking to get your foot in the door with a growth-oriented company? If so, we are the company for you!!
Weed Man Billings established in 2016 as part of the largest franchised lawn care company in North America and the #1 franchise in lawn care. It’s no surprise we’re growing fast!
Our growth model revolves around establishing a culture of excellence within our organization. We strive to create a fun, competitive and rewarding work environment. We invest in our employees and present career opportunities!
We provide an environmentally responsible approach to fertilization, weed & pest management for residential lawns. Our commitment to superior products & building relationships with our customers is what keeps them coming back year after year.
Our service territory includes the entire Billings area, stretching from Huntley / Shepherd area over to Laurel, Park City, Columbus, and Bozeman. Apply to find out more information!
Currently we are hiring for our Service Advisor position. This position is designed to train, coach, and develop our employees with the intent of advancement and better opportunities. You will work your way through different roles to gain a complete understanding of how our company operates and grows.
**Our goal is to provide career-minded individuals with the tools and skills necessary to join our management team within 1-2 years**
Make outbound sales calls to current customers
Handle inbound sales calls from new prospects and field questions from current customers
Monday-Friday, 9:00am - 6:00pm (times may vary based on the season)
$18-20 per hour + commission and bonuses
As a member of Weed Man you will enjoy:
Competitive Compensation and Bonus Program
Health, Dental, Vision, Life and Retirement
Paid Training, Vacation and Holidays
Advancement Opportunities
Weed Man is looking for highly motivated and passionate individuals who meet the following:
Excellent oral and written communication skills
Clean driving record and insurable under company provider, reliable transportation
Available to work evening hours during the winter, flexible hours available on weekends!
Professional Appearance
Advanced problem-solving skills and proven time management
Ability to work in a results-oriented environment
Large Case Integrated Rep
Finance Representative Job In Helena, MT
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Unum Senior Account Executive is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Senior Account Executive is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Senior Account Executive is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment.
"Existing remote employees and field-based employees are eligible to apply."
**Principal Duties and Responsibilities**
+ Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
+ Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
+ Identify and procure new customer sales opportunities in partnership with brokers in territory
+ Execute on the annual renewal strategy in support of office renewal goals.
+ Manage the inforce block of business to build new/integrated sales opportunities with existing clients
+ Manage a high volume quote/sales activity territory with primary focus on mid to large-sized employers
+ Represent both Group, Dental/Vision and Voluntary products in the local market
+ Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers.
+ Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business.
+ Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance.
+ Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges.
**Job Specifications**
+ Bachelors degree required
+ Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements)
+ Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services
+ Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player
+ Superior interpersonal, communication and presentation skills
+ Ability to quickly analyze, adapt, incorporate and apply new information and concepts
+ Strength in applying accurate logic and common sense in making decisions
+ Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities
+ Excellent time management, organization and project management abilities
+ Ability to aggregate a variety of statistical data and draw accurate conclusions
+ Demonstrate a willingness to experiment with new ideas, within acceptable boundaries
+ Full understanding of underwriting and risk concepts.
+ Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment
+ Ability to travel
+ Preference for certification as LG Case GR, LG case VB or successful completion of the Management Development Program
+ Prior qualification for Sales Conference
+ Balanced production in all products consistent with goal attainment across multiple years
+ Demonstrated leadership within the office
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Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Annual Draw $90,000 - $120,000
This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.