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Financial Services Representative Salary in North Carolina, USA

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Senior Accountant I, General Accounting & Reporting, Financial Services
Wake Forest University, Winston-Salem
Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it. Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History. ** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.Job Description SummaryJob DescriptionEssential Functions:Co-leads the monthly and quarterly closing process. Responsible for maintaining, communicating, and ensuring deadlines for task lists and schedules related to the monthly and quarterly closing process. Assists with the mid-year and year-end close process.Maintains a comprehensive listing of all uploads. Ensures all uploads are received and posted during the closing process. Troubleshoot issues for internal finance users related to uploads.Review all integrations are appropriately posted during month-end.Review campus journal entries for accuracy before posting to the General Ledger and communicate needed changes to campus users to include training as required.Maintains the recurring journal entry process to include updates, task generation, and new setups.Responsible for review and set up of prepaid invoices.Ensures all financial transactions are correctly recorded and reported, including reviewing trial balance and fund champion assigned sections. Ensures all fund champion and trial balance questions are researched and answered promptly.Responsible for the timely preparation and review of various monthly, quarterly, and annual balance sheet account reconciliations.Serves as a backup for routine Finance Administration Workday maintenance for the general ledger.Serves as a backup for analyzing intercompany activity between Reynolda Campus and the School of Medicine and Reynolda House, including review of journal entries to record transactions between entities, monthly reconciliation of multiple swap balances, and monitoring of A/R aging schedules.Serves as backup for all daily banking functions.Provides customer support by fielding internal and external questions in the shared inbox for General Accounting.Co-leads system testing for Workday upgrades and enhancement functionality for cash and banking. Ensures cash and banking testing is complete. Assists with general ledger testing.Assists in facilitating finance classes or on-demand training needs for the General Accounting and Reporting group.In conjunction with the Senior Manager, General Accounting and Reporting develops processes to streamline and improve the efficiency and accuracy of recording financial activity.Assists with developing, documenting, and communicating financial policies and procedures related to financial accounting and reporting.Performs other related duties as assigned.Required Education, Knowledge, Skills, Abilities:Bachelor's degree in accounting and a minimum of three years of related work experience.Strong organizational and critical thinking skills.Proficiency in Microsoft Office with moderate skills in Excel (vlookup and pivot tables)Ability to work independently and to prioritize workload; ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow; recognizes that a multitude of deliverables may have to be completed with minimum notice and that time is of the essence.Comfortable with new technologies and proven ability to quickly acquire knowledge of new systems. Ability to understand system design and flows and utilize that knowledge to test and implement new functionality or improvements.Ability to analyze, interpret, and apply policies and reporting requirements; familiarity with sources for researching higher education issues preferred.Excellent customer service skills, requiring extensive contact with the campus community and subsidiary organizations.Ability to work positively in a demanding, fast-paced, team-oriented environment independently and collaboratively.Ability to handle sensitive information confidentially.Must be an initiative-taker with unquestionable integrity and a strong sense of professional ethics.Effective written and verbal communication skills.Demonstrated commitment to the University's values and mission.Preferred Education, Knowledge, Skills, Abilities:Experience in finance and accounting in a higher education environment.Experience with Workday Financials.Additional Job DescriptionNote:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.To provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.Time Type RequirementFull timeNote to Applicant:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.
Audit Consultant - Financial Services Industry
Sia Partners, Charlotte
Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management2+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits77-99K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
Audit Senior Consultant - Financial Services Industry
Sia Partners, Charlotte
Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management3-4+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits104-106K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
Financial Representative
Modern Woodmen of America, Asheville
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities! Responsibilities Work with current or new members to provide them information about the financial services their families could utilize. Networking with individuals throughout the community. Continuously prospecting in order to secure appointments. Participating in mentor-lead appointments. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Named to Forbes' list of World's Best Insurance Companies for 2023 Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. What Makes us Different - Why Modern Woodmen? In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact. As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants. We want to support and invest in YOU and the things you hold most important. 2023 MWA Community Impact statistics Approximately 2,200 local chapters and 500 youth service clubs nationwide$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$18.2 million in support of members and their communities in 2023.Modern Woodmen is an equal opportunity employer (EOE).
Financial Representative
Modern Woodmen of America, Statesville
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!ResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilize.Networking with individuals throughout the community.Continuously prospecting in order to secure appointments.Participating in mentor-lead appointments.Asking customers for favorable introductions.Engaging in personal observation through the community.Participating in fraternal activities.Benefits and PerksMedical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension planGroup term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsNamed to Forbes' list of World's Best Insurance Companies for 2023Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.What Makes us Different - Why Modern Woodmen?In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants.We want to support and invest in YOU and the things you hold most important.2022 MWA Community Impact statisticsApproximately 2,200 local chapters and 500 youth service clubs nationwide$46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$17.8 million in support of members and their communities in 2022Modern Woodmen is an equal opportunity employer (EOE).
Series 7 Customer Service Specialist
Strategic Staffing Solutions, Charlotte
Job Title: Customer Service Specialist (Series 7) - Hiring FAST!Location: Charlotte, NC Duration: 12+ months.***WE DO VISA TRANSFERS***Required Qualifications:Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated quickly).2+ years of Customer Service, Financial Services, or Contact Center experience.Brokerage operations experience.Customer service experience.Microsoft Products.Strong Verbal/ written communication Skills.Responsibilities:Participate in low to moderately complex initiatives and identify opportunities for process improvements within Customer Service.Review and analyze basic or tactical Customer Service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
Representative
WoodmenLife, New Bern
Sales RepresentativeDepartment:National Sales ForceLocation: New Bern, NCWoodmenLife RepresentativeAs a WoodmenLife® Representative, you can make a difference every day - and the opportunity to make a great income. We'll provide you with the tools and training you need to be successful.What you can expect from your WoodmenLife sales career:A unique compensation plan that moves into commissionGain training right away with video conferencing, and learn how to connect with members through video technology and webinars.Get paid for the work you do, not the hours you put inFlexible hoursEnjoy a benefits package*401(k) with up to 5% matching for those who qualifyHealth insuranceAdvance with continued weekly training and online resourcesAbility to earn multiple bonuses and recognition tripsMaking a lasting impact in your communityReceive local and national support and mentoringWho is WoodmenLife?We've been helping to protect the financial future of families like yours, making a difference in hometowns across America, and honoring our country since 1890. As a no-for-profit life insurance company, we put money back into the community. We're here when families need us most.#LI-KK1
Bilingual Customer Service Representative - $21/hour
Beacon Hill Staffing Group, LLC, Charlotte
Bilingual Customer Service RepresentativeCompany in South Park is looking for a Bilingual Customer Service Representative. Temp to hire. Monday-Friday, 9:00am-6:00pm. $21/hour. In-office position. ResponsibilitiesSummary: Responsible for working on the Customer Care Center phone line. Performance within established metrics required. The coordinator will be responsible for handling a high volume of inbound calls. They will listen to the callers to understand the reason for their call, address all questions or complaints in a positive and efficient manner and provide an accurate and efficient response. Duties and Responsibilities include the following. Other duties may be assigned. Answering calls from current tenants or prospective tenants to learn about and address their questions, complaints, or other issues they may have or experiencing.Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that the caller feels supported and valued.Engaging in active listening with callers, confirming or clarifying information and diffusing non satisfied callers, as needed.Building lasting relationships with tenants and other call center team members based on trust and reliability.Utilizing Microsoft 365, CRM tools, Outlook, Microsoft Teams, and other tools appropriately to perform your daily task.Build sustainable relationships and engage callers by taking the extra mile to listen and address their concerns/questions.Keep records of all conversations in our CRM database in a comprehensible way. Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service. Taking part in training and other learning opportunities to expand knowledge of company and position.Adhering to all company policies and procedures.Performs other related duties as assigned.RequirementsBilingual in English and Spanish preferred1+ year of customer service experience preferred.Excellent communication and customer service skills.Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com . We look forward to working with you.Beacon Hill. Employing the Future (TM)
Customer Service Specialist 2 - Contingent 156278
American Cybersystems, Inc., Charlotte
Innova Solutions is hiring for a Financial Service Representative with Series 7- Title: Financial Service Representative Position type: Fulltime/ Contract (6+ Months) Location: St Louis, MO -Hybrid role (5 days onsite/ 5 days remote) Shift timing: M-F; 7am to 6pm The ideal candidate will have: Series 7 required - MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly) Brokerage operations experience Customer service experience Microsoft Products Strong Verbal/ written communication Skills As a Financial Service Specialist- you would: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Customer Service. Review and analyse basic or tactical Customer Service assignments or challenges that require research evaluation and selection of alternatives related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function policies procedures and compliance requirements. Provide information to client personnel in Customer Service. Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. Thankyou, Mamta Lohuni ([email protected]) PAY RANGE AND BENEFITS: Pay Range*: *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centres across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions: One of Largest IT Consulting Staffing firms in the USA - Recognized as #4 by Staffing Industry Analysts (SIA 2022) ClearlyRated® Client Diamond Award Winner (2020) One of the Largest Certified MBE Companies in the NMSDC Network (2022) Advanced Tier Services partner with AWS and Gold with MS Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [email protected] or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
Financial Services Professional
Bankers Life, New Bern
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. 4. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: • Commission structure designed to grow with you • Renewable income and Bonus programs • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more • Retirement Savings Program Note: Applicants must reside in the state of position to be considered.