14 Finance jobs

Customer Service Representatives will be asked to handle inbound calls from student loan borrowers. They will field questions, reconcile student accounts, post payments, and coordinate with higher education administrators among other special tasks. Minimum experience or requirements: CSR experience preferred but not mandatory.

Do you seek personal satisfaction, advancement opportunities, work/life balance and unlimited earning potential? Bankers Life is recruiting driven and outgoing insurance sales/sales management professionals to meet the needs of our rapidly growing market!   Here’s the Bankers Life differenc e: We provide robust support throughout your career so that you can continue to grow, challenge yourself, and achieve success.     As a Bankers Life Insurance Sales Agent, your role will include: Setting appointments and interviewing prospective clients to obtain data about their financial resources and needs Recommend insurance policies to fit the needs of individual clients and generate sales Service existing clients to make sure their insurance needs are met.   Requirements: Our field force comes from diverse professional backgrounds, but we find that our top performers all share many of the following: Excellent communication skills Customer service or retail sales experience Experience prospecting, networking and new business development Ability to close a sale Experience in life, health, or other personal lines of insurance             *Not required          Here are just a few reasons you’ll love working for Bankers Life: Opportunity for a potential six figure income Leads! - Company-sponsored lead programs Salary + Commission and a great bonus structure Award-winning training - Bankers Life named to Training Magazine’s Top 125 for 7th year in a row Trips and incentives - Opportunity to earn numerous production-based award trips and incentives Technology support - Quick and easy access to pertinent information available anytime, anywhere     If you ready to advance your career, apply now   Contact: Cheyene Robertson to apply               1 (515) 237 -7630               cheyene.robertson2@bankerslife.com

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  We really should talk. The  Expertise  We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.   This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.   The  Purpose  of Your Role You bring your passion, we’ll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.   These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident, make clearer decisions, and achieve their own financial dreams.   The  Skills  You Bring Your unwavering commitment to customers Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses   The  Value  You Deliver At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together.  Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other.  We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.    Your  Life   We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings. https://go.fidelity.com/ggbzd     Click Here  for a news story about how we are helping our employees payback their student loan debt.   Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.   Apply now to learn more! **This role is also branded as Financial Customer Representative for marketing purposes.  You only need to apply to one for consideration** Company Overview  At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit  Fidelitycareers.com Fidelity Investments is an equal opportunity employer    

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.  In this role, you will help us to increase customer loyalty and drive business development opportunities.   The Team   While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.   The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience   The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request   Company Overview   At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our  diverse and inclusive  workplace where we  respect  and  value  our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer.    

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  We really should talk. The  Expertise  We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.   This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.   The  Purpose  of Your Role You bring your passion, we’ll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.   These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident, make clearer decisions, and achieve their own financial dreams.   The  Skills  You Bring Your unwavering commitment to customers Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses   The  Value  You Deliver At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together.  Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other.  We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.    Your  Life   We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings. https://go.fidelity.com/ggbzd     Click Here  for a news story about how we are helping our employees payback their student loan debt.   Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.   Apply now to learn more! **This role is also branded as Financial Customer Representative for marketing purposes.  You only need to apply to one for consideration** Company Overview  At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit  Fidelitycareers.com Fidelity Investments is an equal opportunity employer

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.  In this role, you will help us to increase customer loyalty and drive business development opportunities.   The Team   While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.   The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience   The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request   Company Overview   At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our  diverse and inclusive  workplace where we  respect  and  value  our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer.  

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.  In this role, you will help us to increase customer loyalty and drive business development opportunities.   The Team   While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.   The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience   The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request   Company Overview   At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our  diverse and inclusive  workplace where we  respect  and  value  our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer.

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.  In this role, you will help us to increase customer loyalty and drive business development opportunities.   The Team   While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.   The Expertise You Have Series 7 required  Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience   The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request   Company Overview   At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our  diverse and inclusive  workplace where we  respect  and  value  our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer.

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  We really should talk. The  Expertise  We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.   This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability. The  Purpose  of Your Role You bring your passion, we’ll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.   These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident, make clearer decisions, and achieve their own financial dreams. The  Skills  You Bring Your unwavering commitment to customers Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses   The  Value  You Deliver At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together.  Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other.  We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.  Your  Life We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings. https://go.fidelity.com/ggbzd   Click Here  for a news story about how we are helping our employees payback their student loan debt. Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015. Apply now to learn more! *This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration** Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  We really should talk.   The  Expertise  We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.   This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability. The  Purpose  of Your Role You bring your passion, we’ll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.   These inbound phone calls range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident, make clearer decisions, and achieve their own financial dreams.   The  Skills  You Bring Your unwavering commitment to customers Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses   The  Value  You Deliver At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together.  Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other.  We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.    Your  Life   We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings.   https://go.fidelity.com/ggbzd   Click Here  for a news story about how we are helping our employees payback their student loan debt. Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015. Apply now to learn more! **This role is also branded as Financial Client Services Associate for marketing purposes. You only need to apply to one for consideration** Company Overview   At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit  Fidelitycareers.com   Fidelity Investments is an equal opportunity employer      

Have an entrepreneurial spirit? Like variety and challenge? Want opportunities for professional growth?   We're the best of both worlds We're an established, stable and successful business with a 27-year track record in a hot industry AND we're entrepreneurial in spirit and culture.   You will get broad exposure to all the facets of how the company operates Our operations team is a great place to start or reboot your career. It's a survey course of what it takes to run a business. We have scale, complexity and a variety of challenges to keep you interested and your skills growing.  You definitely have to show up with your thinking cap on!   The operations team handles pretty much everything related to operating the business--or just about any business.  As a member of the team you will work directly with the Controller and Director of Finance & Operations to:   Project-manage complex transactions with many moving pieces Source and purchase IT products and services for our clients Apply keen judgment to manage transactional risk Establish new client accounts and analyze credit Manage invoicing and accounts receivable to ensure a smooth client payment experience Administer all benefits and compensation to enable colleagues to do exceptional work Efficiently and fairly reimburse colleagues for travel and expenses consistent with policies and regulations Assist the Controller in financial reporting and monthly accounting close Approve and process accounts payable and develop critical operational vendor relationships Manage our sales tax filing and compliance across many jurisdictions Provide exceptional customer service to both our internal and external clients   We invest in people and help them grow into careers. People who have started in our operations team have gone into technology sales, marketing, relationship management, and technical consulting roles. Our Director of Finance and Operations started off in our operations entry position and grew into his position as did our Controller. We believe in hiring leadership from within.   Our Model Our Partners We have an excellent industry reputation and great relationships with our vendors. We use our extensive industry relationships with investors, entrepreneurs, technology visionaries, and manufacturers--along with the creativity and expertise of our Technical Teams--to identify and incorporate both new and existing paradigms into cohesive strategies for our clients. Our Clients We have clients in a wide variety of industries across North America. Our clients include Fortune 100 companies, nonprofits, academic institutions, and some of the hottest technology companies in the country.   Qualifications Qualified applicants must have: Current authorization (or will soon be authorized) to work in the United States on a full-time basis. A bachelor's degree.   How to Apply Applicants must provide the following required materials: Cover letter Resume Transcript Mission Statement (instructions on our website!)   Benefits We recognize that satisfaction and well-being are integral components for long-term sustainability and business success. As such, available to full-time employees are the following benefits: Multiple health insurance options Medical FSA and Dependent Care FSA Dental insurance Vision insurance 401(k) savings plan with employer matching Employer-sponsored long-term disability Paid holidays and PTO that increases with longevity at the company Discounted health club membership Convenient parking Opportunities for growth!   Equal Opportunity Employer Cambridge Computer provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, military service, or veteran status in accordance with applicable federal, state and local laws. Minimum experience or requirements: * Current authorization (or will soon be authorized) to work in the United States on a full-time basis. A bachelor's degree.

***This is an opportunity as an independent contractor based on commission based compensation. This is not a full-time nor part-time employment position with a base salary or hourly. All trainings will be provided. ***   Our company believes so much in educating, understanding and empowering families. Our mission and vision is to help families all across the United States move from financial insecurity to financial independence by educating them about the financial concepts, and helping them to find a solution that will help them to reach their financial goal. Some of our services are listed below: Protection:  Life, Health & Final Expense, Personal & Commercial, Home & Auto Saving & Investment: Mutual Funds, Active Management, ETFs, Variable Contracts Debt Management: Reduce debt faster & build good saving habits Estate Preservation: Plan the legacy, Wills & Trusts, other legal documents Education: College Coaching Program 529 Plan Financial literacy workshops Retirement: IRAs, 401(k), Annuities, Pension & Profit Sharing Plans, SEP & Simple IRAs   Minimum experience or requirements: All trainings will be provided by the company. Must be eligible and authorized to conduct business in the United States. We do not provide any VISA sponsorships. No criminal or bankruptcy record. Excellent communication, interpersonal, and customer service skills. An ethical and professional approach to work.   The income available to associates can come from a variety of sources as you grow and mature in the business, acquire proper industry licenses, and offer solutions from our diversified product portfolio: No quotas. You work at your own pace. Not captive. You will be working with the top 200 A Rated financial service providers in North America and the ability to access over 500 products & services. Acquire licenses in all 50 states in the United States to do business without territory restrictions.  Personal & Team Effort (We don't make money recruiting people and you don't have to recruit to make money) Bonus Pools Investment Advisor Fees Travel the World with families and friends (Events & Reward Trips)

Contacting consumers informing them they have a delinquent account that needs to be paid Negotiating the best possible payment arrangement if the consumer cannot pay their balance in full Maintaining call quality and productivity standards Maintaining a positive, problem-solving approach and positive relationships within a team environment   Minimum experience or requirements: High school diploma or equivalent required Previous experience in collections, sales, telemarketing, or a related role is preferred Good listening and communication skills Good negotiation and persuasion skills Ability to compute basic math calculations using addition, subtraction, multiplication, division, and percentages is a must   Schedule Requirements: This is a full-time position Must be able to work a consistent schedule of all shifts Day Shift (Mon-Fri) 8:00am until 4:00pm Mid-Shift (Mon-Fri) 10:00am until 6:00pm Night-Shift (Mon-Fri) 1:00pm until 9:00pm   To be eligible to join the UCB Team, must be able to pass a pre-employment drug screening and criminal background check.  

We are searching for qualified, licensed life insurance agents to join the Nation's Best Final Expense sales program. The Lincoln Heritage Funeral Advantage® program is a proven, full-support sales system. Come work with the best when it comes to Final Expense and be a part of our growing team! High pay-out and fresh, quality leads are just two of the many benefits in partnering with Lincoln Heritage Life Insurance Company. This is why insurance agents want to work with Lincoln Heritage Life Insurance: • Competitive Top Commission • Superior Lead Program - TV, Direct Mail, Print • Same Day Advances & Renewal Commissions • Group Benefits including Health & Dental for qualifying agents (based on production) • 24 Hour Claims and Underwriting Assistance • Bonus trips for contest winners & Incentives • Management Opportunities and Promotions • Training Tools & Seminars • Simplified and Liberal Underwriting • Stellar Home Office Support Requirements: • Valid life insurance license (or must be willing to obtain one in the near future) • Self motivated and disciplined with a strong work ethic • Sales experience, customer service and the ability to communicate well • Comfortable working with the senior market • Reliable Transportation • High school diploma or equivalent (GED) We Want YOU To Come Join Our Team: • We are doing an on-going, nationwide, agent recruiting search! • Both entry level and experienced life insurance sales agents are encouraged to apply. • This is a fast paced sales position in a growing market with a successful life insurance company that strives to assist you in achieving your desired level of success **If you are not licensed, but would like to obtain more information about becoming a life insurance agent, please contact us** Londen Insurance Group, Inc. All rights reserved. Lincoln Heritage Life Insurance Company and Lincoln Heritage Funeral Advantage are registered trademarks of Londen Insurance Group, Inc. Funeral Advantage is a trademark of Londen Insurance Group, Inc.