Financial Representative Salary in Schaumburg, IL

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.As a customer focused insurance expert, the Senior Account Manager drives the successful policy delivery and service to our clients. Working with the Producer and/or Account Executive, they plan, execute and track a customized service plan for each client. The Senior Account Manager builds effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs. They engage the full service team and resources as appropriate to create measurable value and efficiencies in our clients' business. The Senior Account Manager also has a thorough understanding of the marketplace and industry, and uses that expertise in placing coverage and negotiating terms in reviewing coverage and program options and understanding associated details. They defines the success of this role as the smooth facilitation of a collaborative service experience.EXECUTION OF CLIENT SERVICEWorks with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businessesManages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programsBuilds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetingsAnalyzes risk, coverage, program structure and recommends options; executes coverage and program changesOversees the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staffLeverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as neededWorks with internal departments to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution through commitment reportTakes an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experienceManages time to prioritize workload, client service requests, and service parameters on business processesCLIENT RELATIONSHIP MANAGEMENTAttends various meetings throughout the yearConducts meetings independently with clients when necessary, to fulfill commitments made in the service strategyDemonstrates knowledge of, and researches, individual states regulations and carrier programs necessary for multi-state accountsDemonstrates previous experience handling accounts, including the ability to navigate through diagnostic and financial analyses for these accountsDisplays advanced comprehension of compliance within disciplineManages account activity assigned by Producer/Account ExecutiveCommunicates with clients regarding insurance, claims or administrative problems and works as a liaison to resolve escalated issuesDemonstrates the understanding and ability to speak to strategic and complex insurance programsMARKET STRATEGY AND NEGOTIATIONWorks with service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practicesCreates submission for underwriters, by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practicesCommunicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clientsEvaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested Remains current on forms, coverage, insurance carriers, industry trends, and legislationMaintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approachesIndependently evaluates client's current coverage programs and collaborates with the Producer/Account Executive to recommend market strategy and plan designIdentifies and recommends additional products, services and coverage levels that enhance client programsReviews and presents potential deficiencies in quotes and successfully negotiates with carriers to obtain rate reliefAssists in the development of RFPs as requested on behalf of client/prospective clientDATA AND PROCESS INTEGRITY Consistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of executionAccurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondenceAchieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goalsSERVICE PLATFORM IMPLEMENTATIONSchedules, conducts and facilitates meetings as neededImplements programs, acting as a liaison and coordinating meetings and trainings for all parties when necessaryCreates and provides review of various reports with producer and clientPEER RELATIONSHIPS Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.Trains, guides and mentors Client Service Representatives and other peers Communicates effectively with Client Service Representatives and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workloadDevelops successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, carriers and members of other departmentsREQUIRED:Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role3+ years of Account Manager experience within an insurance brokerage, or comparableExperience with strategic planning and implementation of complex accountsPREFERRED:BS/BA in Business, Insurance or related fieldCPCU, ARM, CEBS or other professional insurance designation related to disciplineExperience working with agency management systemsAdvanced skill level in Microsoft Office suiteA Great Place to Work. A Great Place to Perk.Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.#MMAMW#MMAEHB

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. They perform transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs. The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients. They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf of clients.EXECUTION OF CLIENT SERVICESupports Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute MMA Midwest's service strategy for each client, designed to create measurable value and efficiencies in their businessesProcesses plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate systemBuilds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email, and in-person meetingsLeverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as neededWorks with internal departments to ensure cohesiveness and timeliness of service executionManages time effectively to prioritize workload, client service requests, and service parameters on business processesDATA AND PROCESS INTEGRITYMaintains accurate and complete client data in agency management systems including policy detail, activities, and attachmentsConsistently achieves data integrity and meets activity timeliness, quality metrics, and goalsFollows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requestedUtilizes internal resources for identified processes to ensure efficiency and consistency in executionPEER RELATIONSHIPSProvides feedback and shares information at team meetingsParticipates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers, and members of other departmentsCommunicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service executionREQUIRED:Upon hire, Producers License forLife/HealthPREFERRED:BS/BA in Business, Insurance or related fieldIntermediate skill level in Microsoft Office SuiteA Great Place to Work. A Great Place to Perk.Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.#MMAMW#MMAEHB

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.The Senior Client Service Representative is a team oriented person with a passion for deliveringexceptional customer service on a daily basis. They perform transactions and tasks essential to managing efficient insurance, benefit and/or risk management programs. The Senior Client Service Representative executes policy and planchanges, provides evidence of insurance and helps to create proposals that exhibit complex programs in more easilyunderstood and comparative formats. They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The Senior ClientService Representative works alongside the full account servicing team to answer questions, access and deploy resources,place coverage and negotiate terms and conditions on behalf of clients.EXECUTION OF CLIENT SERVICESupport Account Managers, Producers, Account Executives and other internal department members to flawlessly execute MMA Midwest service strategy for each client, designed to create measurable value and efficiencies in their businesses Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate systemBuilds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email and in-person meetingsLeverages insurance knowledge and communication skills to explain coverage terms, program updates, and other items to clients as neededWorks with internal departments to ensure cohesiveness and timeliness of service executionManages time effectively to prioritize workload, client service requests and service parameters on business processCLIENT RELATIONSHIP MANAGEMENTCollaborates with Supervisor and Client Service Director to increase efficiencies by offering and/or implementing new workflow suggestionsProvides ongoing support to mentor other Client Service Representatives through training on specific technical tasks, explaining coverage and offering direction to resolving unique client situationsDATA AND PROCESS INTEGRITYConsistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of executionAccurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments and correspondenceAchieves desired levels of data completeness and process integrity by consistently meeting activity timeliness, quality metrics and goalsMARKETING STRATEGY AND NEGOTIATING Responds to client coverage questions and supports the insuredManages marketing of renewals for designated accounts with direction from the Account Manager or Producer/Account Executive, including reviewing quotes for accuracy, preparing the proposal, binding of renewals, and policy reviewNavigates various online rating systems/carrier websites to procure quotesAttends carrier meetings to expand and apply technical knowledgeSERVICE PLATFORM IMPLEMENTATIONDemonstrates knowledge and is comfortable analyzing more complex issues before escalating them to the Account Manager; such issues may include: policy coverage review, resolving coverage discrepancies with carrier and resolving contract requirement coverage gapsWorks with the client and carrier directly to resolve any coverage questions and executes to completionPEER RELATIONSHIPSProvides feedback and shares information at team meetingsParticipates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers and members of other departmentsCommunicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service executionREQUIRED:Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for rolePREFERRED:BS/BA in Business, Insurance or related fieldIntermediate skill level in Microsoft Office SuiteThe range for this role is $39,300 to $65,940. The base pay offered will be determined on factors such as experience, skills, training, location, certifications & education. We do not anticipate candidates hired into this role would immediately earn a salary at or near the top end of the range. Such decisions will be made on a case by case basis. Applications will be accepted until October, 25, 2024.A Great Place to Work. A Great Place to Perk.Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.#MMAMW#MMABI

Financial RepresentativeFinancial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Planning ExperienceAsset & Income ProtectionEducation FundingInvestment & Advisory ServicesTrust ServicesRetirement SolutionsBusiness Needs AnalysisAs a business owner, you will spend your days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.As a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Career Offers You:Stipend for training and licensing to help you get startedAbility to positively impact someone's lifePersonalized mentoring, coaching and award winning training programsBacking by NM, an industry leader with a proven track record of successCompensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision insuranceLife Insurance and Disability Income InsuranceFamily Planning(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)1-4year| $92,597/yr - $152,711/yr5+yrs| $740,000-$1,686,307You could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceAbility to connect with people and networkFinancial planning is interesting to youEntrepreneurial ambitions who is committed to succeedingHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now!About UsFor over 160 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 are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!Why join Northwestern Mutual:Fortune 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers#1 Amongst Life Insurers Most Admired Companies for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion3 (retail investment client assets held or managed)

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.The Senior Client Service Representative is a team oriented person with a passion for deliveringexceptional customer service on a daily basis. They perform transactions and tasks essential to managing efficient insurance, benefit and/or risk management programs. The Senior Client Service Representative executes policy and planchanges, provides evidence of insurance and helps to create proposals that exhibit complex programs in more easilyunderstood and comparative formats. They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The Senior ClientService Representative works alongside the full account servicing team to answer questions, access and deploy resources,place coverage and negotiate terms and conditions on behalf of clients.EXECUTION OF CLIENT SERVICESupport Account Managers, Producers, Account Executives and other internal department members to flawlessly execute MMA Midwest service strategy for each client, designed to create measurable value and efficiencies in their businesses Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate systemBuilds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email and in-person meetingsLeverages insurance knowledge and communication skills to explain coverage terms, program updates, and other items to clients as neededWorks with internal departments to ensure cohesiveness and timeliness of service executionManages time effectively to prioritize workload, client service requests and service parameters on business processCLIENT RELATIONSHIP MANAGEMENTCollaborates with Supervisor and Client Service Director to increase efficiencies by offering and/or implementing new workflow suggestionsProvides ongoing support to mentor other Client Service Representatives through training on specific technical tasks, explaining coverage and offering direction to resolving unique client situationsDATA AND PROCESS INTEGRITYConsistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of executionAccurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments and correspondenceAchieves desired levels of data completeness and process integrity by consistently meeting activity timeliness, quality metrics and goalsMARKETING STRATEGY AND NEGOTIATING Responds to client coverage questions and supports the insuredManages marketing of renewals for designated accounts with direction from the Account Manager or Producer/Account Executive, including reviewing quotes for accuracy, preparing the proposal, binding of renewals, and policy reviewNavigates various online rating systems/carrier websites to procure quotesAttends carrier meetings to expand and apply technical knowledgeSERVICE PLATFORM IMPLEMENTATIONDemonstrates knowledge and is comfortable analyzing more complex issues before escalating them to the Account Manager; such issues may include: policy coverage review, resolving coverage discrepancies with carrier and resolving contract requirement coverage gapsWorks with the client and carrier directly to resolve any coverage questions and executes to completionPEER RELATIONSHIPSProvides feedback and shares information at team meetingsParticipates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers and members of other departmentsCommunicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service executionREQUIRED:Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for rolePREFERRED:BS/BA in Business, Insurance or related fieldIntermediate skill level in Microsoft Office SuiteA Great Place to Work. A Great Place to Perk.Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.#MMAMW#MMABI

Financial Representatives at Northwestern Mutual (Chicago, Downers Grove, Naperville and Schaumburg and Barrington) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningYou could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now!

Senior Network EngineerReports To: Principal EngineerStatus: Regular, Full-Time, Exempt Location: Schaumburg, IL (Hybrid)POSITION SUMMARY: The Senior Engineer manages FIT Solutions Midwest clients' organizations' computer systems, including software, hardware, and networks. Senior engineer is responsible for designing, installing, and supporting the entire system. Senior engineers will contribute to the efficiency of services by supporting the completion of tickets. ABOUT FIT SOLUTIONS: FIT Solutions Midwest is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets. We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members that are aligned and thrive in a fast-paced, results driven environment. OBJECTIVES PRIMARY OBJECTIVES: Streamline clients through consultation and strategic technology planning to maintain client profitability. Expand existing relationships through proactive engineer consulting and problem-solving to generate new revenue and grow the business. Deliver Best in Class customer service to uphold raving fan culture. Analyze, troubleshoot, and resolve complex technical problems both onsite and remote. SECONDARY OBJECTIVES: Provide technology consultation, leadership, and guidance to clients in multiple industries. Develop technology roadmap based on business goals. Manage, review, and oversee IT initiatives and special projects.Manage and review ongoing client IT initiatives.Design and prepare quotes for technology solutions, adhering to the client's budget.Install, configure, and maintain network elements, computer systems and other related equipment.Document daily work through ConnectWise ticketing system.Participate in the on-call rotation with team.Provide desk engineer services.Perform sales engineering by designing solutions and technology business plans for clients. Perform vCIO tasks for assigned clients. Perform other duties as assigned.COMPETENCIES: Self-starter and be able to work independently. Must have excellent high-level engineering skills. Customer oriented, solid business acumen and excellent communication skills.Proven track record of performance against goals year over year.Knowledge of IT best practices and ability to use best judgement to service clients' needs.Ability to effectively communicate both orally and in writing, with all levels of internal and external professionals, especially professionals with non-technical understanding.Adaptability in various business cultures and environments.Strong relationship building skills with customers and business partners.EDUCATION/TECHNICAL SKILLS: Qualifications Include but are not limited to:Extensive knowledge of computer hardware systems.Familiarity with general OS systems, Enterprise, programming languages, and Office software.Knowledge of LAN and wireless networks.Ability to troubleshoot complex software and hardware issues.Knowledge of database and networking security systems.Virtualization Technologies (VMWare, Hyper-V, Citrix, etc.) Windows Server 2008, 2012, 2016 and 2019 Cloud Solutions (Azure, AWS) Active Directory Desktop support and user support Windows Client Operating Systems (Window 7, 10) PSA or RMM experience Certifications: MCSA, MCP, A+, Network+, CCNA, Security+ VCP (recent certification or recertification) BENEFITS: FIT Solutions Midwest has your back, and is proud to offer a rich benefit package to our employees, including: Dental & Vision Insurance (premiums paid up to 100% for employee coverage)include, PPO, HDHP, HMO and ACOcarrier options(dependent and medical), HSA options (for qualified plans) and supplemental insurance optionsemployer-paid Life Insurance & AD&D (employees have the option to buy up)holidaystime offsick leave"hybrid" work environmentplan (401K)training & development opportunitiesPHYSICAL REQUIREMENTS: Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting. Requires ability to occasionally lift up-to 25lbs.Position may require travel: Up to 50% of the time to client sites. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential functions may require maintaining the physical condition necessary for sitting, walking or standing for prolonged periods of time; operating a computer and keyboard; near visual acuity to review written documentation; ability to hear and understand speech at normal room levels and on the telephone; manual dexterity to operate process equipment; lifting 25 pounds, bending and stooping; lifting computers; running network cables; connecting and testing networking; traveling to client sites; and walking and carrying devices on stairs and crawl spaces. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Employees may be exposed to heat, cold, sharp edges, metal racks, high voltage outlets, and normal electrical cabling in the office and closet environments. AAP/EEO Statement: FIT Solutions is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.

Job descriptionIn the Financial Representative role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help others better their financial future.THIS CAREER OFFERS THE FOLLOWING TO YOU:Stipends for training and licensing to help you get started.The ability to positively impact someone else's life.Access to personalized mentoring and award-winning training programs.Backing by Northwestern Mutual, an industry leader with a proven track record of success.Are you wondering if you could be a good fit?Many people find their calling in financial services after working in other industries- don't let past experience hold you back.DO YOU...Know how to connect with people, how to build personal, and how to form trusted relationship?Find financial planning interesting to you?Become very committed to your role and find yourself driven by success?Want to earn more for your hard work?Enjoy helping people make more informed, confident decisions about their finances?Find yourself ready to live the life you want, both personally and professionally?If you answered yes to one or more of those questions, being a Financial Representative for Northwestern Mutual might be the perfect fit for you!THIS IS A CAREER WITH ENDLESS OPPORTUNITIESThis career is primarily commission based but also includes training stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.Average Compensation vs Top 25%Year 1 - $52,000 - $106,000Year 3 - $103,000 - $202,000Year 5+ - $430,000- $1,123,000Beyond income, you'll also have access to a comprehensive benefits package.We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.LOCATION:Schaumburg, ILDevotion to its policy owners has led Northwestern Mutual through 164 years of industry success. Some of our accolades include:Fortune 100 CompanyNumber one "World's Most Admired" company by Fortune magazine for over 25 yearsNamed one of the "50 Best Companies to Sell For" by Selling Power magazineNamed one of the "50 Best Places to Launch a Career" by BusinessWeek magazineTop 5 independent broker-dealersNorthwestern Mutual has always received the highest possible financial strength ratings from the four major rating agencies:A.M. Best: A++Fitch Ratings: AAAStandard & Poor's: AAAMoody's Investors Service: AAA

As Cetera is expanding our sales supervision team. We're looking for professionals to join us as Supervision Specialists, a key role that involves serving as firm principals and overseeing various business review functions.The ideal candidate is a seasoned industry veteran with a strong foundation in financial products and services, along with excellent critical thinking and communication skills. Success in this role requires a self-starter who can thrive in a fast-paced, high-pressure environment. If you're ready to leverage your industry expertise to contribute to our expanding team, we invite you to apply.This person must be willing to work East Coast hours. This is a hybrid role working remotely in combination with required in-person attendance in one of our office locations. What you will do:The Supervision Specialist will focus primarily on principal review, business oversight and other related tasks including but not limited to: Report directly to the Director of Compliance/Supervision Perform principal review and supervision of securities transactions Provide principal review and supervision of direct business transactionsProvide support and guidance to Financial Representatives and their staff as it relates to the business review and approval processCommunicate and respond to Financial Representatives regarding supervision issues, compliance, industry rules, firm policies and procedures, etc.Work closely with other team members, departments, home office staff and field personnel to promote the overall objectives of the FirmWhat you need to have:Bachelor's degreeFINRA Series 7, Series 24, Series 63 or Series 66 2+ years of relevant Securities industry experience2+ years of Supervisory, Compliance, and/or sales experience within the brokerage industryStrong, in-depth working knowledge of industry products and services (stocks, bonds, mutual funds, UITs, ETFs, REITs, annuities, alternative investments, etc.)Deep understanding of industry rules governing transactions and suitabilityExcellent technology and communication skillsThe desire to be an enthusiastic and cooperative team player willing to contribute as necessary to promote the success of the department and the Firm as a wholeGreat customer service and communication skillsAbility to effectively work and thrive in a fast-paced environment where prioritizing or multi-tasking may be requiredWhat is nice to have:Additional FINRA licenses (i.e. 4, 53, 65) and/or insurance licenses (some required-must be willing to get within a specific time period of start date) Other industry certificationsPrior experience with Pershing, Smarsh, Albridge, Protegent, DocupaceIndependent broker-dealer experienceCompensation: The base annual salary range for this role is $70,000 to $85,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.ABOUT USWhat we give you in return:Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardshipEasy access to mental health benefits to meet our team members and their families where they are20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working yearsPaid parental leave to support all team members with birth, adoption, and fosterHealth Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and moreEmployee Assistance Program (EAP), LifeLock, Pet Insurance and moreAbout Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:a client base by growing relationships with your network and providing guidanceexpertise through sponsored coursework and proprietary agent development trainingclients through important financial decisions using the latest software and our expansive product portfolioto develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrityto connect with company provided sales leads and network with new clientsrelationship building, communication, and time-management skillscompetitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:competitive commission structure designed to grow with youincome opportunities and bonus programspaid insurance licensing, SIE, Series 6, Series 63, CFP®training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearin-office schedules once you complete your agent trainingadvancement opportunitiessavings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com