MassMutual Jobs In Baton Rouge, LA

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Lexington firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email [************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Essential Duties and Responsibilities • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. • Opens new client accounts and researches client and security information using internal databases and other technologies. • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. • Assists Financial Advisors with marketing efforts including seminars and other client-facing events. • May enter orders at the direction of the Financial Advisor. • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. • Performs other duties and responsibilities as assigned. Qualifications - External Knowledge, Skills, and Abilities Knowledge of • Company's working structure, policies, mission, and strategies. • General office practices, procedures, and methods. • Investment concepts, practices and procedures used in the securities industry. • Financial markets, products and industry regulations. Skill in • Client Relationship Management (CRM) software, or similar contact management software. • Excel, including developing spreadsheets as needed and for ongoing reporting. • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. • Analyze and research account information. • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. • Identify time sensitive items and assess competing priorities. • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. • Handle stressful situations and provide a high level of customer service in a calm and professional manner. • Analyze problems and establish solutions in a fast paced environment. • Use mathematics sufficient to process account and transaction information. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. • Work both independently and as part of a cohesive team. • Provide a high level of customer service. Educational/Previous Experience Requirements Education/Previous Experience • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. • OR ~ • An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications • None required Education High School (HS) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DG1

**Alternate Locations:** Hartford, CT (Connecticut); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania); Work from Home **Work Arrangement:** Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. **Requisition #:** 74329 **The Role at a Glance** As a Sr. Product Training Consultant - Life & Long-term Care Insurance, you will develop, implement and evaluate training plans and programs to ensure organizational readiness for Life and MoneyGuard product distribution organization. Additionally, you will provide subject matter expertise and direction on projects and initiatives for the training organization. **What you'll be doing** + Conducting new product training and ongoing product training to deepen product expertise and sales positioning within the internal and external teams (internal and external wholesalers, inbound team, UWNB team, Investment desk, retention team, home office support teams - CSG, SM, Operations, Life Solutions). + Acting as the subject matter expert to be leveraged during new hire training for product knowledge. + Leading new product training for external partners use (live with select national exposure, video recordings, webinars). + Focusing on the expected outcomes, based on the audience's prior skills, experience, expectations and needs, and design a curriculum that aligns with ISD sales strategy based on the available technology, budget and time. + Creating approved training materials for use both internally and externally (training videos, workbooks, product ppts, Allego training videos). + Conducting thorough research, boasting good analytical skills and displaying ability to synthesize information from various sources to translate into sales training. + Aiding sales managers in evaluating wholesalers' knowledge regarding product and effective sales positioning (knowledge checks, assessments, translation exercises). + Gathering VOC from wholesalers and customers to deliver successful product trainings that aligns with the sales goals of the organization (task force meetings). + Partnering with Competitive Intelligence organizations, product manufacturing, and sales leadership to understand the landscape and to train to the strengths of Lincoln's market position in alignment with the channels' strategies. + Leading the ongoing process to determine tools and training needed to be success in the marketplace. + Managing small team of training specialists responsible for assisting in the training of ISD salesforce. **What we're looking for** + 5-7+ years experience in Life Insurance and/or Long term care training that directly aligns with the specific responsibilities for this position + Bachelor's degree or equivalent work experience + Technical knowledge of life insurance and long-term care insurance products + Strong interpersonal and relationship management skills + Effective verbal and written communication skills + Ability to adapt quickly in a changing work environment + Design It and/or WinFlex knowledge preferred **Application Deadline** Applications for this position will be accepted through May 13, 2025, subject to earlier closure due to applicant volume **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. **What's in it for you:** + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute. + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training The pay range for this position is $93,300 - $169,700 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

**Alternate Locations:** Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Requisition #:** 73662 **The Role at a Glance** Lincoln Financial Group (LFG) is looking for a team-oriented network security engineer. This position is primarily responsible for implementing, maintaining, and administering the network security tools for preventing, detecting, and responding to security events. S/he will work closely with other LFG security and infrastructure teams to configure and tune tools per security requirements to facilitate business objectives. **What you'll be doing** + Collaborates with LFG security and infrastructure teams as needed to configure and ensure appropriate data flows and integration with various systems. + Assess and assists in the development of network security requirements and evaluate security services and technologies. + Identifies systems misconfigurations and serves as a resource to others to correct and analyze the configurations. + Maintains availability of security technologies, including but not limited to intrusion prevention system (IPS) and web application firewall (WAF) especially system health, upgrades, logs, and policies. + Manages and provides engineering support to endpoint and network detection/response (EDR/NDR) solutions including client and system health, upgrades, protection policies, and logs. + Manage LFG multifactor authentication (MFA) infrastructure health and availability. Collaborate with other LFG security teams as needed on configurations and enforcement for user and application access. + Reviews firewall security policies and profiles and makes recommendations to LFG infrastructure teams as needed based on security best practices. + Maintain LFG secure web gateway including traffic steering configuration, client health, and client configuration. + Proactively identify and determine priority for any network security gaps and facilitate collaboration between LFG security and infrastructure teams as needed. + Partners with project teams ensuring control techniques are incorporated into the overall security model regarding operating systems, applications, database management, and network management. + Provide clear and concise documentation of technical solutions and communicate plans to management and customers. + Assesses new and changing security needs and selects the right tools for those needs. + Builds scripts and techniques to automate and speed up tasks. + Researches, evaluates, and recommends new or improved information security software and tools. **What we're looking for** + 7 - 10+ years of Information Security / Infrastructure Protection experience that directly aligns with the specific responsibilities of this position. + Four-Year undergraduate degree in a technical field or equivalent experience. + Strong networking knowledge and understanding of traffic flow. + Strong security policy implementation experience. + Network security architecture and design experience. + Experience with installation, deployment, and management of security tools/devices, both hardware and software. + Demonstrated experience with cloud networking in Amazon and Microsoft cloud environments. + Experience in deploying, configuring, monitoring, and troubleshooting secure web gateway. + Knowledge of National Institute of Standards and Technology Cyber Security Framework, MITRE Adversary Tactics, Techniques and Common Knowledge, Center for Internet Security Critical Security Controls, and similar frameworks. + Scripting experience - Python, PowerShell, and Shell scripting **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. **What's in it for YOU:** + A clearly defined career framework to help you successfully manage your career + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training **Pay Range:** $108,501 - $195,900 Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

**Alternate Locations:** Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Requisition #:** 74291 **The Role at a Glance** Lincoln National Corporation seeks a Director, Engineering Chapter Lead in Radnor, PA to design, build, and maintain ETL (Extract, Transform and Load) tools and data stores as part of Agile/Scrum development team for the Lincoln life insurance unit. Architect, implement and support big data initiatives for the enterprise (using AWS, Informatica and Python to further these objectives). Lead other developers, business systems analysts and quality analysts on project led efforts to add new data sources to the LifeIQ environment. Liaise with internal Lincoln business partners on requirements, design, testing, and production topics to create solution proposals and develop code. Perform technical tasks including estimating, analysis, technical requirements, design, construction and unit, and integration testing following SDLC. Assist Analytical Teams with the design and implementation of Data solutions and systems, including integration with Operational Datastores and Data Warehouses, both on-Premise and in the Cloud. Develop, enhance, and support Informatica workflows and processes using Informatica Power Center for the extraction and transformation of data in both UNIX/Oracle and Windows/MS SQL Server database environments. Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent. Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility. **Requirements:** 6 years of experience in the insurance industry performing ETL application development in support of maintaining and enhancing large data stores of insured individual files, to include at least 1 year of team supervision experience. In the alternative, employer will accept bachelor's degree, or foreign equivalent, in Information Technology, Computer Science or a closely related field and 4 years of experience in the insurance industry performing ETL application development in support of maintaining and enhancing large data stores of insured individual files, to include at least 1 year of team supervision experience. Experience must also include: + 4 Years: Utilizing Structured Query Language optimization on platforms Redshift, Oracle or Postgres in order to build and manage large scale data warehouses that store policy administration systems, claims, reinsurance, underwriting, commission, and general ledger. + 4 Years: Utilizing Informatica PowerCenter to efficiently load and extract data to/from the large-scale data warehouses and manage the data in the data warehouses. + 4 Years: Utilizing programming language Python to program and develop software to manage and make changes in the data warehouse. + 2 Years: Utilizing cloud-based technologies including Hadoop/Spark/Glue, AWS Lambda, and S3 to facilitate ETL workflows in a data warehouse environment. 100% WFH. Salary: $152,818 /yr - $ 169,700 /yr; Apply to ********************************* & use Req ID #74291. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. EX:OUT **What's in it for YOU:** + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership attribute. + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training The pay range for this position is $152,818 - $169,700 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses - motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other advanced degree? In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements (1) before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your First Year You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and Resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your Transition to a Field Manager Role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. (1) We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional (2) , you will receive income that is commission-based. ( 3) If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary range is $64,480 and $65,479, respectively), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, ( 4) and a 401(k) savings plan. ( 5) New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000. ( 6) About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength ( 7) • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer (8) • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work For • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity We're proud of the way we serve our clients (9) • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) • $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) • $579 million lifetime annuity income paid(includes all payouts on idividual income annuity products) • Nearly $1.2 trillion life insurance protection in force(includes term, whole, and universal life) (1) Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Please ask your New York Life recruiter for details. (2) If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full- time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. (3) If you would like more information about commission-based income for financial professionals, please consult with your New York Life recruiter. (4) Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. (5) This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. (6) In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including your field management title/level, the sales results of your agent unit and/or your General Office, and your applicable field management compensation plan. The company reserves the right to amend, modify, or terminate the compensation plans at any time. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. Average partner income is provided for illustrative purposes only. (7) New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). (8) A full list of our awards is available here: *************************************************************** (9) All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.60 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company 51 Madison Avenue New York, NY 10010 ******************* AR10901.062023 SMRU5058493 (Exp.04.30.2024)

**Alternate Locations:** Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Requisition #:** 74316 **The Role at a Glance** This position will provide leadership and direction to ensure group results for LTD. You will oversee and ensure the fair, ethical and timely management of complex claims. **What you'll be doing** + Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions. + Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. + Identifies and directs the implementation of process improvements that significantly reduce workloads or improve quality across the department. + Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects. + Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent. + Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards. + Establishes and implements priorities, performance goals and objectives to ensure group results. + Directs and provides leadership to continually improve the capability and results. + Ensures that top talent is hired and retained. + Directs the processing and administration of all aspects of LTD complex claims ensuring accurate and timely claim management. + Develops and executes claim initiatives which have substantial impact on the success of claims handling, enhance the customer experience and successfully meet the annual business operating priorities. + Monitors and assesses trends in claims, identifies opportunities, and implements industry leading, best practices to enhance the customer experience and improve claim management effectiveness. + Monitors and implements claims policy and guidelines in compliance with claim objectives and insurance laws and regulations. + Develops, maintains and analyzes appropriate metrics and control mechanisms for claims including using data and analysis to improve business results by targeting opportunities and process improvements within claims. + Approves and makes complex claim management related financial decisions consistent with company guidelines. + Provides subject matter expertise and technical guidance to claim team members on claims adjudication. + Reviews and resolves complex escalated issues and concerns. + Ensures all LTD claims are eligible or ineligible for payment conform to quality, production standards and specifications. + Ensures claims processing is consistent with applicable policies, procedures and department guidelines. + Develops and maintains close customer ties, articulates customer needs, keeps priorities in focus with the desires and expectations of the customer. + Collaborates with internal and/or external stakeholders to ensure effective service delivery of more complex claims. + Ensures regular quality audits for claim team members work. + Ensures all settlement decisions are accurate and fair. + Develops, manages and oversees the budget for LTD **What we're looking for** + 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required) + 7+ Years of experience years in Claims, with the majority being aligned to LTD claims + 3+ years of managerial, supervisory, and/or demonstrated leadership experience (Required) **Application Deadline** Applications for this position will be accepted through March 21, 2025, subject to earlier closure due to applicant volume. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. **What's in it for you:** + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute. + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training The pay range for this position is $93,300 - $139,000 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

**Alternate Locations:** Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Requisition #:** 74257 **The Role at a Glance** Lincoln National Corporation seeks a Sr. Analyst, HR Technology in Radnor, PA to lead activities related to testing, support, enhancement & ongoing management of HR Applications SuccessFactors, including Employee Central Payroll and Time Tracking. Provides complex business analysis services to Human Resources guiding the successful design, development and implementation of complex HR automated solutions. Maintain knowledge on current and emerging developments/trends for Lincoln's HR Technology team, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions. Identifies and directs implementation of process improvements that significantly improve quality across the team. Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects. Documents business requirements and business solutions for projects, including the user's needs and expectations, the purpose behind this solution, and any high-level constraints that could impact a successful deployment. Defines business requirements for system enhancements in partnership with CoE. Facilitates individual/group business requirements meetings as needed. Define business requirements based on federal, state and local time keeping compliance requirements. Partners with CoE for alignment and approvals of configurations. Analyzes, reviews and documents complex system solutions in the form of business requirements, workflow charts and system diagrams. Translates business requirements into complex technical specifications for any new enhancement, compliance, or configuration changes. Manages incoming work; constantly reassessing, applying critical thinking and analytical skills, improving processes through agile tools and techniques (e.g. Minimum Viable Product (MVP) and Proof of Concepts (POC), etc.). Lead the day to day maintenance of complex HR Technology solutions, implementation of new features and functionalities, upgrades, integrations and/or extensions of HR Technology solutions. Supports and follows production implementation change management processes including testing, documentation and required approvals. Develops proactive approaches using HR technology solutions to solve complex business needs/problems, while enhancing the understanding and acceptance of the HR technology capabilities. Drafts and maintains system and user documentation for enhancements and system modifications which may include end-user training materials and develop test plans. Applies configuration changes and/or coordinate technology changes with external vendors and IT. Serves as the initial point of contact on statuses, issue escalation, and/or opportunities. Develops a strong understanding and serves as a subject matter expert of the HR Processes and HR Technology solutions that support the business. Supports and encourages the intake to implementation process. Creates and maintains HR process maps. **What you'll be doing** **What we're looking for** Requirements: Bachelor's degree or equivalent in Engineering & Technology Management, Computer Science or Information Technology and 5 years of experience configuring, implementing, and supporting SAP/SuccessFactors modules, including Employee Central, Payroll, Time and attendance and Compensation. Must have SAP Certified Application Associate certificate for EC, ECP, Time, or Compensation. Experience must include: + 5 years Utilizing agile tools to create Minimum Viable Product (MVP) & Proof of Concepts (POC) techniques to improve processes. + 5 Years of Solution design and configuration of complex OM/PA modules and integration with other SAP HR modules. + 5 years of translating HR business requirements into technical system requirements for SuccessFactors platform. + 5 years of working and supporting module integrations with cross functional teams and other platforms. + 5 years of working with employee Central payroll security/authorizations. This role is 100% remote work from home. Salary: $125,611/year to 131,000/year. Apply to ********************************* & use Req ID 74257 **Application Deadline** Applications for this position will be accepted through March 14, 2025 subject to earlier closure due to applicant volume. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. EX:OUT **What's in it for YOU:** + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership attribute. + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training The pay range for this position is $125,611 - $131,000 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What characteristics would make you a successful BOA? * Ability to deepen and broaden client relationships * Ability to identify opportunities to create efficiency * Strong ability to work independently * Ability to manage multiple priorities in a deadline driven environment * Proficient in current and new office technology * Willingness to learn how financial services/markets work At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: * Medical and prescription drug coverage, * Health Savings Account and Flexible Spending Account, * Voluntary Benefits (such as accident, hospital indemnity, and critical illness), * Well-being programs (such as the Employee Assistance Program), and * Retirement Plan (if compensated for 1,000 hours of service during the plan year). * In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

**Alternate Locations:** Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Clearwater, FL (Florida); Cleveland, OH (Ohio); Columbia, MD (Maryland); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); El Paso, TX (Texas); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Kansas City, MO (Missouri); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New Braunfels, TX (Texas); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tucson, AZ (Arizona); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); West Palm Beach, FL (Florida); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio); Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition #:** 73997 **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory (including blue book and green book schedules, footnotes, general interrogatories etc.), GAAP (including SEC 10K and 10Q Investment related footnotes and disclosures), Management and Tax basis. You will be responsible for performing investments research, analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment operations and initiatives. If this sounds like a role for you, please read on! **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible and dynamic team, interacting with many stakeholders across the organization. On this team you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees. **What you'll be doing** - You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the investment disclosures for LFG's SEC (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories etc.). - You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with accounting/reporting regulations. - You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. - You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. You will communicate identified risks and financial implications to management. - You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process. - You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures. - Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions. **What we're looking for** - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required - Prior experience working in investment accounting or accounting systems is needed # - 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for this position - Technical knowledge in investment accounting - Demonstrates strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions. - Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches. - Demonstrates ability to identify and recommend processes improvements. - Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. - Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Successfully completes regulatory and job training requirements. **Application Deadline** Applications accepted until 3/31/24 **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. **What's in it for you:** + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute. + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee benefits (*************************************************************************** + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations + Effective productivity/technology tools and training The pay range for this position is $67,000 - $120,700 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* . **Be Aware of Fraudulent Recruiting Activities** If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. **Additional Information** This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify (************************* notices. Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos. Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. **How will you make an impact in this role?** The Sales Analyst position is part of a fast-paced, innovative team responsible for supporting the Global Merchant & Network Services (GM&NS) Regional & Centralized Client Group diverse portfolio. The role allows the incumbent to develop and gain knowledge of the Global Merchant & Network Services business, experience working as part of a large, national organization, and opportunity to drive and lead key projects. Reporting to the Senior Manager of Business Development, the Sales Analyst will collaborate across the organization with internal and external stakeholders and partners to drive forward business critical tasks. **Responsibilities:** + Serve as project manager for key RCCG initiatives, including, but not limited to: + Ensuring a strong control and compliance environment (Data Security, Risk Initiatives). + Complex hierarchy set-ups and management. + Executing scalable marketing (Offers). + Support Client Management and work with servicing partners as an escalation point on complex operational opportunities. + Collaborate with internal business partners to facilitate onboarding process for new hire client managers on systems and underlying processes. + Ensure key deliverables are met and team is aware of timelines. + Engage directly with merchant clients as needed. + Other ad hoc projects as needed. **Minimum Qualifications** + Strong merchant background with an ability to navigate through the various internal departments. + Strong project management skills. + Excellent organization and attention to detail. + Strong verbal and written communication skills. + Ability to manage workflow and timing on multiple projects simultaneously. + Ability to act independently and work cohesively with a virtual and in office team. + High motivation and willingness to assume accountability to do what it takes to get the job done. **Qualifications** Salary Range: $24.05 to $48.10 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25004313

**Essential Duties and Responsibilities** - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. - With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. - Opens new client accounts and researches client and security information using internal databases and other technologies. - For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. - Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. - Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. - Creates and maintains records and files utilizing Client Relationship Management (CRM) software. - Assists Financial Advisors with marketing efforts including seminars and other client-facing events. - May enter orders at the direction of the Financial Advisor. - Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. - Performs other duties and responsibilities as assigned. **Qualifications - External** **Knowledge, Skills, and Abilities** **Knowledge of** - Company's working structure, policies, mission, and strategies. - General office practices, procedures, and methods. - Investment concepts, practices and procedures used in the securities industry. - Financial markets, products and industry regulations. **Skill in** - Client Relationship Management (CRM) software, or similar contact management software. - Excel, including developing spreadsheets as needed and for ongoing reporting. - Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** - Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Analyze and research account information. - Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. - Identify time sensitive items and assess competing priorities. - Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Analyze problems and establish solutions in a fast paced environment. - Use mathematics sufficient to process account and transaction information. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. - Work both independently and as part of a cohesive team. - Provide a high level of customer service. **Educational/Previous Experience Requirements** **Education/Previous Experience** - High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. - OR ~ - An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** - None required **Education** High School (HS) **Work Experience** General Experience - 0 to 3 months **Certifications** **Travel** Less than 25% **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. \#LI-DG1

has a starting pay rate of $16.83 per hour with a 3% annual bonus target. Are you a highly driven individual looking for a career in the Dental Insurance industry? If yes, read more to find out who we are and the possibilities we can offer you. This entry level Dental Claims Approver within Group Dental Claims supports Guardian, by processing the customer's claims timely and accurately. **You are someone who:** + Can succeed in a highly driven production, quality and team environment. + Seeks developmental opportunities to help you grow in your position and career with Guardian. + Displays honesty and seeks feedback to understand your strengths and areas of improvement. + Is self-disciplined and able to work independently in a remote work environment. We understand that no one majors in insurance while they are in college, and that knowledge of insurance should not limit your qualifications for our available positions. In fact, Guardian is seeking individuals with educational diversity to fuel our exciting and dynamic work environment. You will start your career with a strong onboarding and progressive training program. You will be exposed to how an insurance policy works, business writing, and claims processing. The foundational skills that you will learn involve how to process claims and provide an exceptional claims experience for our customers. The skills and knowledge that you acquire will serve as a foundation to further develop your understanding of what Guardian has to offer. **You have the following functional skills & position qualifications:** + Process data entered, scanned, electronically submitted dental claims. + Be flexible and adaptable in an ever-changing work environment. + Ability to handle pressure in a production and quality focused position. + Open and receptive to giving and receiving feedback. + Ability to interact effectively with all internal and external customers. + Demonstrate mathematical, analytical, organizational, problem solving & relationship building skills. + Dependable with good attendance. + Willing to work overtime when requested. + Strong oral and written communication skills. + Ability to work well independently, persistent drive to meet department/ organization goals. + Shows agility, as well as the ability to quickly learn or adopt new skill sets. + Proficient PC navigation skills including mainframe systems. + Maintains a high sense of priorities & uses solid judgment to make routine decisions. + Genuine and consistent drive to champion the customer. **You will:** A Dental Claims Approver reviews and processes claims that cannot be processed automatically by our mainframe system. An Approver's responsibilities may include, but are not limited to: + Applying state laws to the processing of initial claims and appeals. + Referring claims to consulting dentists to determine necessity of treatment. + Investigating and responding to written appeals, inquiries, and complaints. + Following up on claims that need additional information or are pending in our system. + This is not a customer service/call center position. No phone work is required. + Our department is open from 6:00 AM PST to 6:00 PM PST, and colleagues work 40 hours a week and need to meet and maintain productivity and quality goals. During training, the scheduled start time will be between 6:00 AM PST and 8:00 AM PST. + At times throughout the year, especially during our peak seasons, we require overtime to meet our service requirements. **Reporting Relationships:** This position reports to the Team Leader, Group Dental Claims, who in turn reports to the Manager, Group Dental Claims **Salary Range:** $30,960.00 - $46,440.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 310 Iberville St, Donaldsonville, LA **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: + Medical and prescription drug coverage, + Health Savings Account and Flexible Spending Account, + Voluntary Benefits (such as accident, hospital indemnity, and critical illness), + Well-being programs (such as the Employee Assistance Program), and + Retirement Plan (if compensated for 1,000 hours of service during the plan year). + In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $21.38 **Hiring Maximum:** $22.71 Read More About Job Overview **Skills/Requirements** **What characteristics would make you a successful BOA?** + Ability to deepen and broaden client relationships + Ability to identify opportunities to create efficiency + Strong ability to work independently + Ability to manage multiple priorities in a deadline driven environment + Proficient in current and new office technology + Willingness to learn how financial services/markets work Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients

Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, (2) estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. (3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4) About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength. (5) • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. (6) • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. (7) • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. (8) 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 6. A full list of our awards is available here: *************************************************************** 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)

Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, (2) estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. (3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4) About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength. (5) • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. (6) • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. (7) • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. (8) 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 6. A full list of our awards is available here: *************************************************************** 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 3+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills