Jobs at GM financial
523,980 open positions
GM Financial, the financing arm of General Motors, has built a reputation for integrating cutting‑edge technology into auto‑financing and leasing. With headquarters in Detroit and a digital platform that serves millions of customers worldwide, the company is a leading player in automotive fintech.
Hiring spans software engineering (full‑stack, mobile, data), product management, data science, cybersecurity, finance, compliance, risk, and marketing. Candidates can expect competitive salaries, flexible work arrangements, and opportunities to work on large‑scale, customer‑facing solutions.
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Salesforce Architect - Remote
Company: Longbridge Financial
Location: Remote
Posted Apr 19, 2024
<p><b>Company Description<b> <p><p>Longbridge Financial LLC LBF is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement Our mission is to be consistently fair transparent and professional at all times with our employees customers and partners<p> <p>Recognized as an Industry Changemaker Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward In fact we are now a top 2 reverse mortgage lender<p> <p><strong>Why work with us<strong><p> <p>At Longbridge Financial We do the right thing is more than a mantra its our guarantee We want to attract the best and brightestthats why were committed to giving our employees the support they need and the respect they deserve We offer competitive compensation packages and benefits as well as a strong marketing and operations foundation Join us for a rewarding career with remarkable growth potential <strong>Ready to be changemaker and be a part of a team to help propel Longbridge to number one<strong><p> <p><b>Job Description<b> <p><p>Longbridge is currently recruiting for Salesforce Architect to join our IT Department<p> <p>As a LBF Architect you will own the integrity and strength of the solutions recommended You will be responsible for enabling conversion of functional requirements into technical requirements that allow the development team to build capabilities within the Salesforce platform You will need a deep understanding of the Salesforce platform as well as people skills to get your ideas and solutions across to stakeholders and gain integrity to get your visions built into successful solutions<p> <p><strong>Primary Job Duties <strong><p> <ul><li>Provide endtoend solution architecture as it relates to Salesforce and its integrated systems<li> <li>Collaborate with colleagues and customers to create prototypes and proofs of concept as a means of eliciting and defining requirements<li> <li>Develop configuration for the designcreationprototyping of new software products enhancements and fixes while documenting and maintaining technical architecture and designs<li> <li>Groom and refine the Salesforce product backlog in liaison with stakeholders on the project<li> <li>Lead technical discussions around Development Integration Data Security Mobility etc concepts and ensuring best practices are implemented<li> <li>Act as a release manager approving configuration and coded items to be deployed between environments Where appropriate this could include deploying changes following CICD standards<li> <li>Lead code review sessions and plan platform optimization efforts with development and product team members<li> <li>Ensure success and acceptance criteria are defined for each story<li> <li>Ensure documentation of the steps for testing<li> <li>Supervise the configuration quality assurance testing and deployment of Salesforce<li> <li>Collaborative project and workstream planning<li> <ul><ul><li>At least 5 years experience in a leading role in delivering Salesforce projects<li> <li>Excellent communication skills written verbal and interactive when online<li> <li>Required Salesforce certifications<li> <li> <ul><li>Salesforce Designer certification<li> <li>Salesforce Architecture certification<li> <ul><li> <li>34 years of experience in Salesforce administration security and development for SalesService Cloud<li> <li>1 to 2 years experience in configuring and managing SFDC FSC Cloud Marketing Cloud and Integration of these clouds<li> <li>Understanding of key Salesforce architectural concepts eg API governor limits and test coverage and how they influence design<li> <li>Experience implementing a SDLC utilizing Salesforce Developer Experience SFDX automated builds with CICD Pipelines and version control practices such as GIT<li> <li>Excellent communication skills and ability to communicate at all levels of the organization<li> <li>Ability to work independently and be results driven Should be familiar with agile driven development<li> <li>Demonstrate organizational skills and detail orientation with ability to multitask in a fastpaced environment with competing priorities<li> <ul><p><br ><br ><br ><p> <p><b>Qualifications<b> <p><p><strong>Desirable Experience<strong><p> <ul><li>Salesforce certification a plus <ul><li>Certified System Architect<li> <li>Certified Data Architect<li> <li>Certified Integration Architecture Architect<li> <li>Certified Development Lifecycle amp Deployment Architect<li> <li>Certified Identity and Access Management Architect<li> <li>Certified Sharing and Visibility Architect<li> <li>Certified B2B Solution Architect<li> <li>Certified Mobile Solutions Architecture Designer<li> <li>Certified Platform Developer 1<li> <li>Certified Platform Developer 2<li> <li>Certified Advanced Developer<li> <ul><li> <li>34 years of experience in Salesforce administration security and development for SalesService Cloud<li> <li>Consumer mortgage industry experience<li> <li>Indepth experience building customized Salesforce dashboards and reports understanding of Administration data management and security<li> <li>Deep understanding of Salesforce API integration with third party data sources<li> <li>Solid knowledge and experience in developing Apex triggers classes controllers SOQLSQL Lightning Web Components LWC Lightning Design System SLDS custom web services REST and SOAP and VisualForce pages Salesforce DXCLI<li> <li>Advanced Apex debugging experience using VisualStudio Code Illuminated Cloud or similar tools to identify and fix bugs within existing codebases<li> <ul><p><br ><p> <p><b>Additional Information<b> <p><ul><li>Full benefits<li> <li>401k with company match<li> <li>Paid time off<li> <li>Working in a growing and dynamic industry<li> <li>LBF is an EEOAAVetDisabled Employe<li> <li><em>Please note that salaries that are estimated on various job sites may not reflect the actual compensations Job sites set the estimated salary not Longbridge Financial<em><li> <ul>
Client Success - Retention Associate
Company: Alleviate Financial Solutions
Location: Orange County
Posted Apr 20, 2024
<p><strong>Class Start Date 060324<strong><br >Ready to be the keeper of the flame in our client success journey Were on the hunt for Retention Associates to join our dynamic team and become the heartbeat of our client relationships<p> <p>As a Retention Associate youll be the secret sauce that ensures our clients stick around for the long haul Youll be the maestro of satisfaction orchestrating initiatives that make our clients feel valued heard and downright cherished<p> <p>Alleviate is one of the <strong>fastest growing<strong> companies in the Debt Relief space Every day we help clients find solutions to their financial challenges We are a vibrant and energetic organization of nearly 500 employees Alleviate offers a fun supportive culture with endless opportunities for growth and promotions We are currently investing heavily in marketing and technology to ensure continued growth <p> <p lang=enus xmllang=enus xmllang=enus><strong>Our Home<strong> Alleviate has a 30000 Sq foot headquarters based out of Irvine CA Our headquarters is located in the heart of Orange Countys booming business and finance district Our state of the art office has 2 designer living rooms 2 cafes a meditation room fully equipped work stations and a free fitness center We offer catered lunches onsite food trucks inoffice games paid parking quarterly parties amp events volunteer events and much more <p> <p><strong>Our Culture Why do our employees love working here <strong><p> <ul><li> <p>Pay incentives including Commissions amp Bonuses <p> <li> <li> <p>Companybranded clothing and accessories <p> <li> <li> <p>Consistent employee recognition and appreciation <p> <li> <ul><ul><li> <p>Companysponsored events and volunteer opportunities <p> <li> <ul><p><strong>Schedule<strong> 8hour shift Monday to Friday 8AM 5PM<br ><strong>Location<strong> Fully InOffice Irvine CA<br ><strong>Starting Pay <strong> <p> <ul><li> <p>$21 per hour + performancebased bonuses<p> <li> <ul><p><strong>General Summary <strong><p> <p>This position is responsible for managing customer concerns with the objective of maintaining positive customer relationships with the organization <p> <p><strong>Essential Duties <strong><p> <ul><li> <p>Manage escalated client phone calls inbound and outbound <p> <li> <li> <p>Communicate with customers via email andor over the phone <p> <li> <li> <p>Listen to client concerns <p> <li> <li> <p>Resolve customer complaints by determining the cause of the problem and recommend the best solution products and services according to each clients needs <p> <li> <li> <p>Expedite correction or adjustment and follow up to ensure resolution communicate with management to find the best solution <p> <li> <li> <p>Provide high quality personable friendly and professional customer service to respond to member needs and concerns <p> <li> <li> <p>Obtain review and update overall details of each call to ensure accuracy and completeness of the file <p> <li> <li> <p>Adhere to company policies and procedures <p> <li> <li> <p>Regular attendance and punctuality <p> <li> <li> <p>Meetfollow up with scheduled client appointments and deadlines <p> <li> <li> <p>Work with the supervising team to create better methods to address customer complaints <p> <li> <ul><p><strong>Job Specifications Knowledge skills abilities and experience normally required for competent performance <strong><p> <p><strong>Knowledge and Experience <strong><p> <ul><li> <p>High School Diploma or GED required <p> <li> <li> <p>Minimum of 12 months of customer experience preferred <p> <li> <li> <p>Customer service phone experience preferred <p> <li> <li> <p>2+ Years experience in Debt Settlement or related industry<p> <li> <ul><p><strong>Skills and Abilities<strong><p> <ul><li> <p>Electronic phone amp CRM experience preferred <p> <li> <li> <p>Computer literacy <p> <li> <li> <p>Typing 45 plus words per minute <p> <li> <li> <p>Highly motivated <p> <li> <li> <p>In Depth understanding of the companys products and services <p> <li> <li> <p>Patience empathy and professionalism <p> <li> <li> <p>Persuasive abilities <p> <li> <li> <p>Strong attention to detail <p> <li> <li> <p>Ability to work under pressure and manage high stress level situations <p> <li> <li> <p>Ability to maintain control of escalations <p> <li> <li> <p>Ability to adaptrespond to different types of characters <p> <li> <li> <p>Problem Solving and decisionmaking capabilities <p> <li> <li> <p>Excellent customer service skills Strong phone etiquette with active listening skills <p> <li> <li> <p>Clear amp concise communication skills <p> <li> <li> <p>Effective time management prioritization and multitasking skills <p> <li> <li> <p>Ability to work in a remote team setting <p> <li> <li> <p>Ability to multi task prioritize and manage time effectively <p> <li> <ul><p>Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws <p> <p>This position must pass a postoffer preemployment criminal background check <br > <p> <p><p>
Decedent Operations Specialist
Company: Ally Financial
Location: Dallas-Fort Worth, TX
Posted Apr 16, 2024
<p><strong>General information<strong> <p> <p>Career area <p> <p>Deposits Operations <p> <p>Country <p> <p>United States <p> <p>Work Locations <p> <p>2911 Lake Vista Drive TX <p> <p>State <p> <p>Texas <p> <p>City <p> <p>Lewisville <p> <p>Remote <p> <p>No <p> <p>Ref <p> <p>17385 <p> <p>Posted Date <p> <p>Friday April 12 2024 <p> <p>Working time <p> <p>Full time <p> <p><strong>Ally and Your Career<strong> <p> <p>Ally Financial only succeeds when its people do and thats more than some cliche people put on job postings We live this stuff We see our people as well people with interests families friends dreams and causes that are all important to them Our focus is on the health and safety of our teammates as well as worklife balance and diversity and inclusion From generous benefits to a variety of employee resource groups we strive to build paths that encourage employees to stretch themselves professionally We want to help you grow develop and learn new things Youre constantly evolving so shouldnt your opportunities be too <p> <p><strong>The Opportunity<strong> <p> <p>The Decedent Operations is responsible for accurate and timely handling of all Decedent claims This includes estate and beneficiary payouts existing customer estate applications and maintenance requests as well as the accurate disposition of deposits involving deceased account holders Candidate will have direct customer contact and it is require to be able to demonstrate empathy while providing superior customer service <p> <p><strong>Ally work location for this role is Lewisville TX only <strong> <p> <p><strong>Tuesday through Saturday 8am to 5pm CST <strong><strong>Hybrid schedule with 3 days in office and 2 days at home Weekend days Saturday and Sunday are at WFH<strong> <p> <p><strong>The Work Itself<strong> <p> <ul><li>Serve as a primary contact for the resolution of cases involving the disposition of deposits involving deceased account holders <li> <li>Responsible for accurate and timely handling of all claims maintenance requests account openings and account closures <li> <li>Interact with the Customer Contact Center Ally Bank customers as well as noncustomers <li> <li>Interact with Loss Prevention Team on suspicious transactions<li> <li>Interact with various departments within operations to remediate customer issues and discover solutions for case resolution<li> <li>Recommend procedurepolicy changes needed to avoid risk to the bank and improve the customer experience<li> <li>Ensure Ally Bank complies with applicable regulations and statutes<li> <li>Strong knowledge of Ally Banks products and services<li> <li>Provide support to other Deposit Operations teams as needed<li> <ul><p><strong>The Skills You Bring<strong> <p> <ul><li>1+ year of Retail Banking experience preferred<li> <li>1+ year of Customer Service Experience required <li> <li>Outstanding customer service amp communications skills required <li> <li>Proficiency in Windowsbased PC skills and Microsoft Office required <li> <li>Ability to multitask and effectively process diverse workloads concurrently required <li> <li>Attention to detail is required <li> <ul><p><strong>How Well Have Your Back<strong> <p> <p>Allys compensation program offers marketcompetitive base pay and payforperformance incentives bonuses based on achieving personal and company goals Our Total Rewards program includes industryleading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life including <p> <ul><li><strong>Time Away<strong> 11 paid holidays 20 paid time off days and 8 hours of volunteer time off yearly paid time off is prorated based on start date <li> <li><strong>Planning for the Future<strong> plan for the near and long term with an industryleading 401K retirement savings plan with matching and company contributions student loan pay downs and 529 educational save up assistance programs tuition reimbursement employee stock purchase plan and financial learning center and financial coach access<li> <li><strong>Supporting your Health amp Wellbeing<strong> flexible health and insurance options including medical dental and vision employee spouse and child life insurance short and longterm disability pretax Health Savings Account with employer contributions Healthcare FSA critical illness accident amp hospital indemnity insurance and a total wellbeing program that helps you and your family stay on track physically socially emotionally and financially<li> <li><strong>Building a Family<strong> adoption surrogacy and fertility assistance as well as paid parental and caregiver leave Dependent Day Care FSA backup child and adultelder care days and childcare discounts<li> <li><strong>WorkLife Integration<strong> other benefits including Mentally Fit Employee Assistance Program subsidized and discounted Weight Watchers® program and other employee discount programs<li> <li><strong>Other compensations<strong> depending on the role for which you are considered you may be eligible for travel allowances relocation assistance a signing bonus andor equity<li> <li>To view more detailed information about Allys Total Rewards please visit this link httpswwwallycomcontentdampdfcorporateallytotalrewardssnapshotpdf<li> <ul><p><strong>Who We Are<strong> <p> <p>Ally Financial is a customercentric leading digital financial services company with passionate customer service and innovative financial solutions We are relentlessly focused on Doing it Right and being a trusted financialservices provider to our consumer commercial and corporate customers For more information visit wwwallycom <p> <p>Ally is an equal opportunity employer committed to diversity and inclusion in the workplace All qualified applicants will receive consideration for employment without regard to age race color sex religion national origin disability sexual orientation gender identity or expression pregnancy status marital status military or veteran status genetic disposition or any other reason protected by law <p> <p>We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities For accommodation requests email us at workallycom Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation <p> <p><strong>Base Pay Range<strong> An individuals position in the range is determined by the scope and responsibilities of the role work experience education certifications training and additional qualifications We review internal pay the competitive market and business environment prior to extending an offer <p> <p>Emerging <p> <p>47840 <p> <p>Experienced <p> <p>56420 <p> <p>Expert <p> <p>65000 <p> <p>Incentive Compensation This position is eligible to participate in our annual incentive plan<p>
Sourcing Analyst
Company: COUNTRY Financial
Location: Minneapolis–Saint Paul, MN
Posted Apr 20, 2024
<p>The purpose of <strong>Strategic Sourcing Analyst<strong> is to provide sourcing activities that build value driven partnerships with a focus on risk management reliability and cost effectiveness that support overall organizational strategies You will perform analysis to support the development execution and management of business partner portfolio purchases to identify opportunities for efficiencies drive cost savings and managemitigate risk The Strategic Sourcing Analyst will coordinate cross functional team discussions with representatives from business units for stakeholder alignment You will be responsible for following documented processesprocedures to conduct supplier negotiations and contracting <p> <p>Job Responsibilities <p> <ul><li>Support company strategy policy processes and data governance<li> <li>Provide guidance to the business regarding the procurement of goods and services to ensure compliance with company procurement policies and industry best practice<li> <li>Conduct market research to identify cost reduction strategies and favorable terms in order to drive factbased purchasing decisions<li> <li>Perform contract reviews to ensure responsibilities are clearly documented acceptance criteria are present deliverables are identified identify potential risk and favorable commercial terms<li> <li>Identify leverage points to effectively negotiate pricing and commercial terms to build value driven Supplier partnerships<li> <li>Partner with the applicable stakeholders within the organization to manage supplier relationships define and mitigate the risk<li> <li>Leverage procurement processes and software to gather and record accurate data points to aid in factbased decisions for the future procurement of goods and services<li> <ul><p><strong>This position offers a hybrid work schedule and can be based out of our corporate offices in Bloomington IL<strong> <p> <p><strong>How does a Sourcing Analyst<strong><strong> make an impact <strong> <p> <ul><li>Uses the 5step sourcing process to guide the development issuance and evaluation of vendor proposals<li> <li>Recommends and prepares documentation supporting an award decisions and negotiation strategies<li> <li>Manages and mitigates supplier risk through the creation of risk assessments and mitigation plans participates in ongoing risk management activities document policies and standards and promote vendor risk awareness<li> <li>Identifies and manages strategic suppliers and agreements and implements strategies to address deficiencies in service and performance and resolution of contractual disputes and audits<li> <ul>
Associate Investment Analyst
Company: GuideStone Financial Resources
Location: Dallas-Fort Worth, TX
Posted Apr 17, 2024
<p><strong><b><b>Experience GuideStone<b><b><strong> <p> <p>We are an innovative organization that invests in the spiritual relational financial physical and professional development of our employees We have a culture that values excellence teamwork humility integrity compassion and stewardship <p> <p><strong><b><b>What We Offer You<b><b><strong> <p> <p>We offer employees a generous benefits package flexible work schedules the opportunity to be involved in community outreach and tuition reimbursement <p> <p><b><b>Basic Purpose <b><b>An investment management professional that works directly with other Investment Analysts and Portfolio Managers to provide analytical support to the investment philosophyprocess of GuideStone Capital Management GSCM related to the management of GuideStone Funds comprised of 18 Select Funds 4 target risk funds and 5 target date funds and other public market strategies <p> <p>This position is primarily a research position that supports the investment team The Associate Investment Analyst would be expected to attain a basic understanding of the body of knowledge necessary for effective research and portfolio management efforts in a managerofmanagers program This position would also be responsible for other daytoday requirements such as but not limited to assisting with quantitative analysis across the Fund suite and creationupkeep of presentation materials across Funds and asset classes <p> <p><b><b>Essential Duties and Responsibilities<b> <b> <p> <p>GSCM in general utilizes a multimanager approach in the management of the Select Funds The Select Funds are used as the building blocks for the target risk funds and target date funds the MyDestination Funds <p> <ul><li>Develop and maintain advanced application skills on all analytical tools to support the investment management process<li> <li>Participate and assist in the research process for subadvisers and funds<li> <li>Assist in the calculation and maintenance of subadviser and thirdparty mutual fund rankings within proprietary ranking systems<li> <li>Identify capital market information and all other factors that influence subadviser and fund performance<li> <li>Maintain working relationships with outside parties for the purpose of facilitating ongoing portfolio management including routine portfolio management items information requests reporting meeting coordination etc<li> <li>Have knowledge of cash flows and liquidity status across strategies<li> <li>Assist with subadviser and fundlevel performance reporting and attribution across the investment platform<li> <li>Maintain relationships with peer universe providers<li> <li>Understand ranking methodologies of peer universe providers<li> <li>Reconcile calculations performance of peer universes versus internal information<li> <li>Assist with maintenance and creation of presentation materials across strategies<li> <li>Assess economicmarket data and share insights in a team setting<li> <li>Other duties may be assigned<li> <ul><p><b><b>GuideStone Core Values<b><b> <p> <ul><li>Instills Trust<li> <li>Drives Results<li> <li>Decision Quality<li> <li>Customer Focus<li> <ul><p><b><b>Knowledge Skills and Abilities<b> <b>are the requirements or minimum qualifications needed to perform the essential duties and responsibilities of the job successfully <p> <p>The requirements listed below are representative of the knowledge skill andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions <p> <ul><li>Bachelors Degree or equivalent work experience<li> <li>Masters Degree and advanced certifications CFA CAIA FRM etc or working towards preferred<li> <li>Solid computing skills including spreadsheet and researchportfolio management applications<li> <li>At least 2 years in the investment or an investmentadjacent industry<li> <li>Tenacious selfstarter that possesses a natural curiosity about markets and is continually seeking new sources of information to inform decisionmaking<li> <li>Strong analytical skills<li> <li>Ability to effectively communicate both orally and in writing to investment managers internal staff investment consultants and thirdparty vendors<li> <li>Ability to conduct investment research and develop well thoughtout conclusionsrecommendations<li> <li>Thorough understanding of various investment vehicles strategies and terminology<li> <li>Understanding of quantitative evaluation methods and statistical measures necessary for thorough investment analysis and performance measurement<li> <li>Understanding of investment philosophies and processes<li> <li>Ability to effectively multitask<li> <li>Ability to work well independently and within a team environment<li> <li>Must have complete confidentiality regarding GuideStone business matters<li> <ul>
Senior Project Manager - Advertising
Company: Financial Times
Location: New York City, NY
Posted Apr 20, 2024
<p>The Financial Times one of the worlds leading business news organizations is recognized internationally for its authority integrity and accuracy With over 2 million readers daily the FT reaches a global audience of senior decisionmakers who rely on our coverage to inform their views on the political economic and social forces shaping the business world<p> <p><strong>The Role Position Overview<strong><p> <p>The Project Management team is responsible for supporting the Advertising Sales arm of the Financial Times We are seeking a Senior Project Manager a role that is intrinsic to the ad sales process not only protecting revenue but key to securing future revenues The Senior Project Manager will be responsible for consulting at pitch stage checking the feasibility of projects ensuring processes and procedures are in place in order to deliver on time and to budget evolving campaigns where necessary and delivering a post campaign analysis Providing excellence in delivery for all aspects of a campaign stakeholder management content creation design and client servicing the Senior Project Manager will ensure the clients needs are at the heart of everything they do<p> <p><strong>Main duties and responsibilities<strong><p> <ul><li>Foster highvalue relationships with internal and external clients<li> <li>Deliver outstanding client service on every campaign under your management key point of contact for all stakeholders and be a trusted partner to clients and agencies<li> <li>Advise and consult on key areas of expertise ensure appropriate processes and procedures are in place internally so projects run on time to budget so as to maximise profit<li> <li>Act as the goto authority providing guidance support and strategic direction to the team to optimise sales performance and cultivate strong client relationships<li> <li>Engage actively in process improvement initiatives identifying opportunities and spearheading the implementation of innovative solutions to streamline workflows<li> <li>Collaborate crossfunctionally to assess current processes pinpoint inefficiencies and develop and execute strategies for optimisation<li> <li>Proactively lead change initiatives leveraging industry best practices to drive continuous improvement and elevate the quality of workflows within the team<li> <li>Manage the production and delivery of branded content and partnership publishing campaigns including<li> <ul><li>Completing a full suite of documentation for each project including scope of work timelines and contracts<li> <li>Briefing all internal and external stakeholders including editorial marketing design copywriters advertising operations and third party providers<li> <li>Working with FT editorial staff and external content providers to produce content<li> <li>Work with tech providers to produce the microsite destinations<li> <li>Manage a PampL delivering projects on time and on budget<li> <ul><li>Troubleshooting and proposing alternative solutions in situations where there are timing or delivery challenges<li> <li>Be flexible and adaptive to new technologies and requirements as the teams activities evolve into new spaces<li> <li>Work closely with Project Directors and Global Client Services GCS team to ensure efficient working practices<li> <li>Contribute your ideas to the Project Directors and GCS team to drive change and implement processes and workflows that will enable a more efficient and effective delivery of projects<li> <li>Overseeing more junior members of the PM team acting as a mentor and as a point of escalation whilst running your own projects<li> <li>Mandatory requirement to work in the NYC office twice a week Tuesdays and Thursdays<li> <ul><p><strong>Required Skills and Experience<strong><p> <ul><li>Project management experience within the creative industry such as advertising agency media salesmarketing clientside marketing <li> <li>Experience managing complex clients with multiple touch points<li> <li>Able to demonstrate aptitude for proactive problem solving influencing and motivation<li> <li>A strong communicator with the confidence to take charge of the delivery of multichannel creative projects including ability to inform the Project Director and the senior management team of any account statuses problems plans and meetings as required<li> <li>Flexible organised and hardworking proven ability of working to deadlines under pressure<li> <li>Experience working with high performance Sales teams the ability to negotiate and on occasions challenge best practice or push back when necessary<li> <li>Proficient use of project management software such as Asana Monday Trello Jira Basecamp SalesForce<li> <ul><p><strong>Personal Qualities<strong><p> <ul><li>Can do attitude willingness to deliver highest level of service to clients<li> <li>Resultsdriven highperforming highquality work attitude<li> <li>Organised with faultless attention to detail and an aptitude for independent time management<li> <li>A collaborative nature with the ability to work within and lead a team<li> <li>A selfstarter entrepreneurial individual able to demonstrate past success in managing innovative projects that meet client needs and generate strong profit<li> <li>Highly organised numerate and with a high level of attention to detail<li> <li>Excellent communicator presenter and listener<li> <li>Personal gravitas presence and credibility with people at all levels of the client and agency world<li> <li>Accountable resilient and action orientated<li> <ul><p><strong>Leadership Attributes<strong><p> <ul><li>Thinks strategically evaluates risks<li> <li>Inspires creativity and innovation stimulates team creativity<li> <li>Drives results holds self and others accountable to high performance standards<li> <li>Builds teams proactively addresses performance issues and takes appropriate action<li> <li>Exhibits professional excellence maintains composure under pressure<li> <li>Builds relationships manages the needs of diverse stakeholders<li> <li>Communicates effectively effectively persuades others to support ideas<li> <li>Champions change builds commitment to change<li> <ul><p>This position pays in the range of $80k$85k base plus a competitive bonus package depending on experience The disclosed range estimate is for our NYC office and the successful candidate will be required in office twice a week<p> <p>The FT is committed to providing an inclusive working environment for all We are an equal opportunities employer who seeks to recruit and appoint the best talent regardless of age gender ethnicity disability sexual orientation gender identity socioeconomic background religion andor belief We also promote flexible working and will consider specific requests around flexibility for all roles where it can be accommodated Please let us know if you require any adjustments as part of the application process or to enable you to attend an interview If you would like to discuss your requirements or have any questions please contact a member of our HR team who will be happy to help <p> <p><br ><p><p>LIAR1<p>
Senior Financial Analyst | Remote
Company: Cardinal Financial Company, Limited Partnership
Location: Remote
Posted Apr 18, 2024
<p><strong>Who We Are<strong> <p> <p>Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers partners and employeesto provide the very best experience We are genuine and hardworking individuals who are not scared to improve and intentionally push beyond what is considered good enough <p> <p>Looking to join a growing company that values its people innovates and expands on its proprietary technology Apply below <p> <p><strong>Who We Need<strong> <p> <p>The Senior Financial Analyst will be a key member of the financial planning team dedicated to delivering comprehensive financial analysis and performing monthly financial forecasting and planning activities In a dynamic setting you will work closely with your team to perform indepth financial analysis and generate accurate and insightful reports <p> <p><strong>What You Will Do<strong> <p> <ul><li>Perform indepth financial analysis to uncover trends and insights guiding strategic decisions for the Distributed Retail channel<li> <li>Maintain and update the companys financial models for accurate forecasting reflecting ongoing business changes<li> <li>Generate daily and monthly management reports on key performance indicators to monitor and communicate operational performance<li> <li>Prepare monthly financial and operational forecasts with variance analyses to identify performance gaps and opportunities<li> <li>Translate financial results into actionable insights for operational improvement emphasizing a strategic approach to financial metrics<li> <li>Lead productivity and profit improvement initiatives identifying areas for enhancement and spearheading projects to capitalize on these opportunities<li> <li>Provide ad hoc reporting and analysis to support immediate decisionmaking needs across the organization<li> <li>Monitor financial results and estimates during closing periods identifying discrepancies and assisting the corporate accounting team in resolution efforts to ensure financial accuracy and compliance<li> <ul><p> <strong>What You Need<strong> <p> <ul><li>BSBA in Accounting or Finance required with an MBA or CPA preferred<li> <li>35 years experience with financial planning and forecasting required preferably in the mortgage industry<li> <li>Experience with complex financial models<li> <li>Advanced proficiency in Excel is required<li> <li>Proactive problem solver expected to present problems and recommendations simultaneously<li> <li>Excellent written and oral communication skills including the ability to communicate the results and implications of the analytic efforts<li> <li>Ability to work comfortably with incomplete information and deal with ambiguity in a fastpaced environment<li> <li>Ability to thoroughly question the information provided by others in a nonadversarial manner<li> <li>Detail oriented with insight to determine applicability of big picture analysis<li> <ul><p> <strong>What We Offer<strong> <p> <ul><li>Strength Stability and Vision<li> <li>Great compensation package<li> <li>Opportunity for career growth<li> <li>A commitment to be a relevant market leader we are aiming for the top<li> <li>Octane our engineered proprietary technology that is transforming the mortgage industry<li> <li>An empowered culture where your ideas are important and your voice matters<li> <li>Full Benefits beginning the first day of the month following your start date including Medical Dental Vision Life Disability Insurance and much more<li> <li>Generous paid time off package that also includes all major holidays<li> <li>401K w 50 match Beginning the 1st of the month following 30 days of employment<li> <ul><p>Cardinal Financial is an Equal Opportunity Employer We respect and aim to empower individuals and support the diverse cultures perspectives skills and experiences within our workforce California residents click here to review Cardinals California Employee Privacy Policy amp Notice at Collection The expected base salary for this position ranges from seventy one thousand dollars to one hundred thousand dollars determined based on the applicants experience skillset education training certificates and licenses<p>
Accountant 2 - Investment Analysis
Company: Sammons Financial Group Companies
Location: Des Moines, IA
Posted Apr 19, 2024
<p><strong>Position is open to Sioux Falls SD and Des Moines IA <strong> <p> <p><strong>What you can expect as the Accountant 2 Investment Analysis <strong> <p> <ul>Accounting position within the Investment Analysis team of the Corporate Accounting Division Prepare and analyze internal and external investment accounting and related analytical reports Work in a positive professional and collaborative fashion with employees at all levels across the organization<ul><ul><li>Post validate and balance transactions to investment system maintain the investment accounts in general ledger<li> <li>Prepare annual and quarterly regulatory statements on all investments including but not limited to longterm bonds derivatives equity limited partnerships mortgage loans and shortterm investments for state regulators<li> <li>Prepare investment accounting deliverables and analysis for distribution to both internal and external stakeholders including management teams within Corporate Accounting Actuarial Investments and Business Unit leaders<li> <li>Serve as a first point of contact for users of our data including answering daytoday questions with security master files setups investment trends and system functions etc Act as a backup for system administrator functions<li> <li>Continuously scrub and enhance data within the investment systems eg holdings transactions security master file data etc<li> <li>Coordinate and support external auditors in areas of responsibility applicable to the external audits<li> <li>Utilize familiarity with the investment portfolio to assist the team in meeting the strategic goals and priorities of Corporate Accounting<li> <li>Identify and implement continuous process improvements and support innovation Proactively seek information about future changes and prepare to accommodate changes in ones job evaluate the change objectively regardless of the impact on own job and see change as being a positive opportunity Enthusiastically adopts and supports new work processes<li> <li>Participate in the preparation and review of current results and comparisons to financial projections<li> <li>Support the Investment Analysis team in special assignments and projects as deemed necessary to meet strategic goals and priorities<li> <li>Maintain thorough repeatable procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls<li> <li>Develop and maintain effective positive and collaborative working relationships with key stakeholders across the organization including several geographic locations<li> <li>Work in a positive fashion towards common Sammons Financial Group Companies goals demonstrating collaborative team skills within and outside of Corporate Accounting<li> <li>The workload may occasionally demand additional work outside of the companys standard 40hour work week<li> <li>Identify and achieve common objectives across the team Share important or relevant information with the team Value and use individual differences and talents actively participate in team decisions and actions<li> <li>Commitment to embrace Sammons Financial Group Companies shared values Accountability Connection Openness Respect and Integrity<li> <li>As stated within the Company Attendance and Punctuality policy regular attendance is required and expected in order to meet the business service levels and workflow demands<li> <ul><p><strong>What we are looking for<strong> <p> <ul><li>Bachelors Degree in Accounting required<li> <li>24 years insurance accounting or applicable public accounting experience preferred<li> <li>Effective written and verbal communication skills ability to work with individuals outside of Corporate Accounting<li> <li>Effective analytical and critical thinking skills and a professional judgement disposition<li> <li>Ability to work independently with limited guidance<li> <li>Proven ability to prioritize multiple projects and allocate time as needed<li> <li>Demonstrates professionalism motivation and intellectual curiosity<li> <li>Ability to adapt to change and learn quickly<li> <li>Desire to attain or further insuranceindustry specific accounting and finance skills<li> <li>Strong Microsoft Office skills working knowledge of companyspecific software applications<li> <li>Basic knowledge of insurance industryspecific GAAP and statutory accounting concepts<li> <li>Working knowledge of insurance products<li> <li>Due to the financial nature and level of accountability of this position a credit and criminal background check is required The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that as a routine part of processing this application for employment Sammons Financial Group may request a consumer report on you to verify all information contained in this application Such report may include information about workrelated behaviors performance character general reputation and personal characteristics in addition to information about your previous employment education credit history and criminal records<li> <ul><p>Sammons Financial Group Companies offers some of todays most sought after life insurance annuity retirement planning products and portfoliomanagement solutions Unlike most financial organizations our companies are not publicly traded which means were focused on longterm value rather than shortterm earnings pressures As a privately held company our leaders and employees remain consistently focused on longterm growth making decisions that allow us to deliver on our commitments to customers distribution partners our employees and our communities Individually our companies provide value in the products and services they offer Together we represent a history of strength and longevity <p> <p><strong>What you can expect when you join Sammons Financial Group<strong> <p> <ul><li>A company you want to be a part of driven by inspiring leaders and a fun friendly work environment<li> <li>Colleagues who support one another model our core values and drive our healthy highperforming culture<li> <li>Healthy balance between work and personal lives Friday afternoons off all year long competitive PTO and generous number of paid holidays<li> <li>Our competitive benefit package includes Health Dental Vision Company Paid Retirement PTO and Holiday Pay<li> <li>A generous retirement program Our Employee Stock Ownership Plan ESOP is a 100 company funded retirement plan so you can save for retirement without contributing a penny of your own paycheck<li> <li>A company that celebrates diversity is committed to inclusion and is proud to be an Equal Opportunity Employer We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race color religion sex national origin age disability marital status sexual orientation veteran status or any other characteristic protected by federal state or local law<li> <ul><p><strong>Work AuthorizationSponsorship<strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role This includes but is not limited to students on F1OPT F1CPT J1 etc<p>
Technical Project Manager
Company: BlueChip Financial
Location: Atlanta, GA
Posted Apr 19, 2024
<p>BlueChip Financial BCF is looking for a focused and experienced Technical Project Manager to oversee a wide variety of projects from conceptual design through implementation In this fastpaced environment you will interface with almost every department in the company including Engineering Analysis and Marketing to meet business needs This position is a chance to join a highly collaborative team in order to shepherd companychanging projects across the finish line <p> <p>The ideal candidate will have experience with the entire project lifecycle be able to learn quickly and coordinate continuous delivery of value You will have experience working with nontechnical business stakeholders to understand their requirements for a project and then translating those requirements for a more technical audience You will be naturally curious and a knowledgeseeker without needing to be prompted You will have exceptional communication problemsolving and organizational skills Youll also be wellequipped for the role if youve ever worked with engineering teams regulatory risks or consumer lending <p> <p>In this role you will <p> <ul><li>Manage projects with topdown oversight throughout entire execution to ensure success as defined by adherence to standards of scope resources and timeline<li> <li>Develop comprehensive project plans that merge stakeholder requirements with company goals and coordinate various nontechnical and technical personnel during all project phases from initial development through implementation<li> <li>Be the product owner of the work associated with the projects you will manage including backlog grooming agile ceremonies leading standups retrospective planning sessions story owner based on stakeholder requirements including acceptance criteria definition of done etc and keeping tickets up to date at all times<li> <li>Monitor project progress and make detailed scheduled reports on measurable items such as milestones and deliverables<li> <li>Communicate proactively with all involved personnel to provide encouragement identify problems create solutions and implement efficiency improvements<li> <li>Review proposed modifications on project plans including meeting with interested parties to approve and implement beneficial changes<li> <li>Anticipate the details of future projects by communicating directly with various stakeholders<li> <ul><p><strong>Requirements<strong> <p> <ul><li>4+ years experience in project management<li> <li>3+ years experience building enterprise software applications<li> <li>3+ years experience building software as a team<li> <li>Bachelors degree or equivalent experience<li> <li>General understanding of technical components such as APIs User Interfaces and User Interface QA<li> <li>Expert ability to communicate and influence across the team develop strong relationships and apply good judgment<li> <li>Exceptional organizational skills and experience managing ones own time balancing many different projects simultaneously while being flexible agile and resilient in a dynamic fastpaced environment<li> <li>Ability to multitask and meet deadlines when supporting requests that create competing priorities<li> <li>Exceptional interpersonal skills team player ethics<li> <ul><p><strong>Desired Qualifications<strong> <p> <ul><li>Expertise with JIRA and working in an Agile environment<li> <li>Consumer lending experience<li> <li>Knowledge of federal lending regulations is a plus FCRA TILA etc<li> <li>Knowledge of underwriting is a plus<li> <li>Knowledge of data science modeling and machine learning is a plus <li> <ul><p>Location and Travel <p> <p>BCF is headquartered in Belcourt North Dakota with satellite offices in Minneapolis Minnesota San Diego California and Atlanta Georgia This position can be located at any office although travel to all offices will be required Travel will also be required to attend industry conferences and may also be required for vendor management both of which may vary at times Total travel should flex between 0 and 25 per month <p> <p><strong>Benefits<strong> <p> <ul><li>The opportunity to help bring muchneeded income and economic development to the Turtle Mountain Band of Chippewa Indians<li> <li>Competitive salary and performance bonuses<li> <li>Generous employee benefits plan including robust healthcare plans matching 401K and four weeks of PTO<li> <li>Companysponsored professional development and training opportunities<li> <ul><p><strong>About the Company<strong> <p> <p>BlueChip Financial dba Spotloancom is a leading online direct lender founded in 2012 that utilizes advanced underwriting technology to provide shortterm loans to Americans in need BCF is wholly owned and operated by the Turtle Mountain Band of Chippewa Indians of North Dakota a Federallyrecognized Native American Tribe the Tribe <p> <p>BlueChip Financial is an integral part of the Tribes economic development efforts and it is an essential provider of employment opportunities on the Tribes reservation Employment decisions at BCF are based on qualifications ability and merit When qualifications are equal candidates who are enrolled members of the Tribe will receive preference After considering this preference it is BCFs policy to provide equal employment opportunities to all qualified persons without regard to race color religion sexual orientation age disability or national origin<p>
FinTech Equity Research Analyst
Company: Financial Technology Partners
Location: Miami, FL
Posted Apr 17, 2024
<p><strong>FinTech Equity Research Analyst<strong><p> <p><strong><u>Position<u><strong> Financial Technology Partners is seeking an Equity Research Analyst to be based in our Miami FL office<p> <p><strong><u>Company Description<u><strong> Financial Technology Partners aka FT Partners is the only investment banking firm focused exclusively on the financial technology sector We broadly define the sector as the dynamic convergence of technologybased solutions and financial services FT Partners was recently recognized as Dealmaker of the Year and Investment Banking Firm of the Year by the MampA Advisor<p> <p>The firm was founded by Steve McLaughlin Managing Partner formerly a senior investment banker in Goldman Sachs amp Cos Financial Technology Group and Financial Institutions Group in New York and San Francisco The firms Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology MampA and investment banking groups of Goldman Sachs amp Co in New York San Francisco London and Los Angeles<p> <p><strong><u>Role Description<u><strong> FT Partners recently formed Equity Research Department just launched a highly differentiated research product and is in search of an additional Equity Research Analyst to provide research support for our Senior Research Analysts The successful candidate will work directly with our Senior Analysts on all aspects of the research process including building and maintaining models performing fundamental analysis writing research reports and creating presentations and interacting with sales corporate management and clients The job offers excellent exposure to the FinTech sector the ability to work directly with highly respected Senior Analysts and the opportunity for an attractive career path at a very successful and fastgrowing investment bank<p> <p><strong><u>Responsibilities <u><strong><p> <ul><li>Buildpossess strong industry knowledge of the FinTech industry<li> <li>Passhave passed FINRA mandated license exams including SIE Series 7 63 86 87<li> <li>Contribute to the generation of investment ideas<li> <li>Interpret data and perform analysis on market economic and technology trends<li> <li>Develop and maintain financial models<li> <li>Write reports notes on companies under coverage and key industry topics<li> <li>Create presentation materials<li> <li>Communicate with internal sales force clients and company management teams<li> <ul><p><strong><u>General Qualifications<u><strong><p> <ul><li>Bachelors degree with a strong academic track record<li> <li>Excellent analytical skills<li> <li>Strong verbal and written communication skills<li> <li>Proficiency in Excel and PowerPoint<li> <li>Strong attention to detail<li> <li>Strong team orientation<li> <li>Working knowledge of accounting finance and securities valuation<li> <li>Ability to work in a fastpaced highenergy environment<li> <li>Comfortable taking initiative and being resourceful entrepreneurial<li> <li>Ability to multitask and work with numerous teams<li> <li>Strong interest in the FinTech sector<li> <li>1 or less years experience in equity research investment banking andor the FinTech industry is preferred<li> <li>US work authorization required FT Partners will not sponsor applicants for work visas at application or in the future<li> <ul><p><strong><u>Communications Skills<u><strong><p> <ul><li>Exceptional writing and verbal communication skills able to prepare high impact materials<li> <li>Participates effectively in both internal and external meetings <li> <li>Maturity and poise to work directly with institutional investors and corporate executives<li> <ul><p><strong><u>Team Player<u><strong><p> <ul><li>Team player who can contribute to building a positive team spirit keeps commitments inspires the trust of others works with integrity and ethically and upholds firm values<li> <li>Ability to perform under pressure amid tight deadlines can effectively prioritize and plan<li> <li>Collaborative across teams and levels both internally and externally<li> <li>Understands coaching for long term development of self and others <li> <ul><p><strong><em>Why FT Partners<em><strong><p> <ul><li>Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan<li> <li>Awardwinning execution Investment Bank of the Year Boutique of the Year Awards among many others<li> <li>Executing both billion dollar and early stage highgrowth VC transactions<li> <li>Excellent career path strong and competitive compensation<li> <li>Unparalleled deal flow with premier client base<li> <li>Access to worldclass executives at highgrowth companies<li> <li>Dominant footprint in the one of largest sectors financial technology<li> <li>Topnotch financial sponsor relationships<li> <li>Closeknit rapidly growing team <li> <ul><p><strong><em>Selected transactions include advising<em><strong><p> <ul><li>Divvys $25 billion Sale to Billcom<li> <li>GreenSkys $22 billion Sale to Goldman Sachs<li> <li>Forges $2 billion Merger with Motive Capital Corp<li> <li>Truebills $13 billion Sale to Rocket Companies<li> <li>Revoluts $800 million Financing at a $33 billion Valuation<li> <li>SpotOns $300 million Series F Financing at a $36 billion Valuation<li> <li>Upgrades $280 million Series F Financing at a $6 billion Valuation<li> <li>CAIS $225 million Series C Financing at a $1 billion+ Valuation<li> <li>Bilts $200 million Financing at a $31 billion valuation<li> <li>Newfronts $200 million Financing at a $22 billion Valuation<li> <li>DailyPays $75 million Financing at a $18 billion Valuation<li> <li>Cartcoms $60 million Series C Financing at $12 billion Valuation<li> <li>Acorns Acquisition of GoHenry<li> <ul><p><strong><u>Inclusion and Equal Opportunity Employment<u><strong><strong> <strong>Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion We are pleased to consider all qualified applicants for employment without regard to race color religion sex sexual orientation gender identity national origin age disability protected veterans status AboriginalNative American status or any other legallyprotected factors If you require reasonable accommodation as part of the application process please contact recruitingftpartnerscom<p> <p><br ><p>
Counsel
Company: Sammons Financial Group Companies
Location: Des Moines, IA
Posted Apr 19, 2024
<p><strong>What you can expect as Counsel<strong> <p> <ul>Independently provide legal support to the Sammons Financial Group Companies Sammons Financial Group relevant to general corporate issues corporate structure and financial services Requires a solid working knowledge of products offered including fixed and variable annuities life insurance and mutual funds Possess a broad understanding of how the Sammons Financial Groups products are distributed through various agency channels brokerdealers registered investment advisors and insurance marketing organizations A solid foundation and extensive knowledge of state insurance law federal securities laws contract law and agency law are critical to success Established and solid understanding of the regulatory environment in which Sammons Financial Group operates and general corporate law as it relates to the Companies and their legal structures is critical<ul><ul><li>Independently provide objective thorough timely and wellresearched legal advice and counsel to business partners on legal matters allowing management and key decision makers the ability to assess the legal risks of various courses of action to support Sammons Financial Group business initiatives and risk management strategies<li> <li>Independently provide legal advice and counsel on legal questions related to Sammons Financial Group to ensure compliance with new and existing state federal and local laws statutes and regulatory requirements This includes reviewing new laws and regulations and supporting their implementation with business partners<li> <li>Independently provide legal advice and counsel on issues relating to product distribution including through independent agents insurance marketing organizations broker dealers registered investment advisers and banks and financial institutions<li> <li>Independently provide legal advice and counsel on any one or more of the following areas of law and business units corporate governance intellectual property privacy and cybersecurity real estate procurement and vendor management claims management and litigation human resources agency services and compliance<li> <li>Proactively identify potential legal issues and participate in addressing issues with senior levels of management including formal presentations to senior management<li> <li>Actively participate in trade associations and collaborate with Sammons Financial Group government relations to determine position on key pending legislation and regulatory changes<li> <li>Independently provide legal advice and counsel on inforce policy and contract issues including underwriting claims management product taxation distributions grace and lapse and reinstatement<li> <li>Lead initiatives and collaborate with other attorneys and professionals in the Legal Department in managing Sammons Financial Groups exposure to regulatory fines and penalties or other sanctions share knowledge and where required implement changes to company procedures as a result of litigation and regulatory outcomes<li> <li>Understand and aid in executing Sammons Financial Group strategy business objectives and goals when providing legal advice and counsel<li> <li>Draft and review policy forms legal correspondence agreements and releases without the need for supervision and oversight<li> <li>Provide supervision and management of outside counsel including setting expectations of engagement desired outcomes strategy and budget in coordination with Senior Litigation Counsel as necessary<li> <li>Develop strong relationships and mutual trust with business clients that foster honest and proactive communication<li> <li>Commitment to embrace Sammons Financial Group Companies shared values Accountability Connection Openness Respect and Integrity<li> <li>As stated within the Company Attendance and Punctuality policy regular attendance is required and expected in order to meet the business service levels and workflow demands<li> <ul><p><strong>What we are looking for<strong> <p> <ul><li>Juris Doctorate Degree from an ABA accredited law school required<li> <li>Minimum 8 years relevant experience preferred<li> <li>Experience in working with operating areas of a life insurance company and aiding in the development of sound legal and compliance policies and procedures preferred<li> <li>Experience in law firm andor inhouse environments preferred<li> <li>Demonstrated ability to think strategically practically and holistically about appropriate legal solutions<li> <li>Demonstrated ability to seize opportunities and work independently efficiently and proactively on multiple projects under tight deadlines<li> <li>Ability to collaborate with a variety of individuals in a professional patient and responsive manner<li> <li>Superior analytical writing oral communication research investigatory advocacy presentation and interpersonal skills<li> <li>Demonstrated ability to identify and analyze legal issues and to apply known or researched rules of law<li> <li>Demonstrated attention to detail professional attitude and commitment to maintain confidentiality of records and information<li> <li>Desire to mentor other attorneys and professionals in the Legal Department<li> <li>Deep understanding of the regulatory landscape for life insurance annuities and securities including The National Association of Insurance Commissioners NAIC regulations SEC regulations and FINRA requirements <li> <li>Due to the financial nature and level of accountability of this position a credit and criminal background check is required The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that as a routine part of processing this application for employment Sammons Financial Group may request a consumer report on you to verify all information contained in this application Such report may include information about workrelated behaviors performance character general reputation and personal characteristics in addition to information about your previous employment education credit history and criminal records<li> <ul><p>Licenses and Certifications <p> <ul><li>A member in good standing of the Iowa Bar or admission to and in good standing with another bar enabling reciprocity and admission into the Iowa Bar required<li> <ul><p>Travel <p> <ul><li>Occasional travel between office locations and conferences required<li> <ul><p>Sammons Financial Group Companies offers some of todays most sought after life insurance annuity retirement planning products and portfoliomanagement solutions Unlike most financial organizations our companies are not publicly traded which means were focused on longterm value rather than shortterm earnings pressures As a privately held company our leaders and employees remain consistently focused on longterm growth making decisions that allow us to deliver on our commitments to customers distribution partners our employees and our communities Individually our companies provide value in the products and services they offer Together we represent a history of strength and longevity <p> <p><strong>What you can expect when you join Sammons Financial Group<strong> <p> <ul><li>A company you want to be a part of driven by inspiring leaders and a fun friendly work environment<li> <li>Colleagues who support one another model our core values and drive our healthy highperforming culture<li> <li>Healthy balance between work and personal lives Friday afternoons off all year long competitive PTO and generous number of paid holidays<li> <li>Our competitive benefit package includes Health Dental Vision Company Paid Retirement PTO and Holiday Pay<li> <li>A generous retirement program Our Employee Stock Ownership Plan ESOP is a 100 company funded retirement plan so you can save for retirement without contributing a penny of your own paycheck<li> <li>A company that celebrates diversity is committed to inclusion and is proud to be an Equal Opportunity Employer We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race color religion sex national origin age disability marital status sexual orientation veteran status or any other characteristic protected by federal state or local law<li> <ul><p><strong>Work AuthorizationSponsorship<strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role This includes but is not limited to students on F1OPT F1CPT J1 etc<p>
Sales Representative
Company: Symmetry Financial Group - Chang Agency Inc
Location: Other US Location
Posted Apr 18, 2024
<p><span><span><span><strong><span>Unlock Your Potential Own Your Success as a Sales Representative<span><strong><br >Are you ready to be part of an unstoppable force in the sales world Were on the lookout for dynamic Sales Representatives to join our rapidly expanding team<b> <span>The demand for our exceptional products and services has skyrocketed and we need passionate individuals who can keep pace with this unprecedented growth<span><b><br >Interact with clients who have expressed a genuine interest What sets us apart is our solution to the primary reason salespeople struggle a lack of prospects to sell to Our companys focus is on rapidly enhancing the profitability of newly licensed agents Our lead program characterized by both high quality and quantity is in such demand that we are actively addressing our challenges in keeping up<br >We eliminate the time spent prospecting for a new agent and therefore making them more profitable by spending less time finding prospects to sell to and more time selling<br >If youre hungry for success ready to own your destiny and eager to grow in all facets of life apply now for a career thats not just a job but a transformative journey Join us and unleash your true potential<br ><strong><span><span><span><span>Requirements<span><span><span><span><strong><span><span><span> <p><ul><li><span><span><span><span><span>No experience necessary All Necessary Training and guidance with PreLicensing will be provided<span><span><span><span><span> for the Life amp Health Insurance Producer<span><span><span><span><li> <li><span><span><span><span>Work 100 Remote From Home available to individuals residing in the United States ONLY<span><span><span><span><li> <li><span><span><span><span>Be selfdisciplined willing to take guidance and follow a system that is selfpaced and online with mentorship<span><span><span><span><li> <li><span><span><span><span>Strong moral character amp leadership potential with willingness to grow and get better<span><span><span><span><li> <li><span><span><span>Must be willing to follow the system to proven success by massive action constant correction must be a team player and willing to attend local regional and national inperson events such as bootcamps trainings and seminars to advance your business 612 months <span><span><span><li> <ul><p><br ><span><span><span><strong><span><span><span><span>Benefits<span><span><span><span><strong><br ><b>Uncapped Earnings <b><span><span><span><span><span>100 CommissionBased Uncapped Income Daily Pay<span><span><span><span><span> Skyrocket your income with multiple streams commissions monthly bonuses and override commissions from systemdriven income<span><span><span><br >PartTime Earn $65000 annually<br >FullTime Earn $150000 annually<br ><span><span><span><b>No Cold Calling<b> Engage with clients who are genuinely interested We are different because we take the no 1 reason for why insurance agents fail the lack of prospects to sell to and we fix this problem for our agents Our company operates its business model off a lead system Now the playing field is fair for every new agent that comes in with a client base to sell to once they begin working their leads<br ><b> Remote Work<b> Embrace the flexibility of working from home 100 WorkFromHome Prelicensing training and daytoday<span><span><span><br ><span><span><span><b>TurnKey Business Model<b> Ability to have TRUE OWNERSHIP own your agency and run your own business without exorbitant fees of a normal franchise Systemdriven income and we will show you how to obtain it<br ><b>AllPaid Expense Carrier Incentive Vacation Trips<b> We are field underwriters noncaptive insurance brokersproducers for several insurance carriers with endless allpaid expenses incentive trips put on by these carriers<br ><b>Rapid Promotions<b> Earn a 5 promotion on your commissions every 2 months surpassing corporate Americas annual raises<br ><span><strong><span><span>What sets us apart from everyone else<span><span><strong><span><br ><b> <strong><span>Leadership and Personal Development<span><strong><b> Immerse yourself in a culture that prioritizes your growth personally and professionally<br ><b> Ongoing Mentorship<b> Benefit from continuous guidance to sharpen your skills We stand on the shoulders of the best leaders in the industry And we get to learn from them each amp every day<br ><strong><span>BestinClass Sales Training<span><strong> Equip yourself with topnotch training for unparalleled success<br ><strong><span>Advanced AI Software for Lead Interaction<span><strong> Revolutionize your approach with AI automations targeting leads who dont answer calls boost your sales<br ><strong><span>Dedicated Back Office Team<span><strong> Effortlessly manage your business with a dedicated team providing additional coverage for your clients earning you 40 commission automatically<br ><strong><span>BestinClass Training and Mentorship<span><strong> Elevate your skills with topnotch training and mentorship We pride ourselves on being industry leaders<span><span><span><br ><span><span><span><strong><span><span>What we do<span><span><strong><span><span><span><br ><span><span><span><span>Our agency seeks to make positive impacts in communities across the country by helping to protect families from financial turmoil Clients reach out to us daily for financial peace of mind specifically in terms of protecting their recent investments ie their mortgages<span><span><span><span><br ><span><span><span><span>In this position you will follow up with these client requests and present the family with a plan that will provide them the security they are searching for<span><span><span><span><br ><span><span><span><span><span>No experience necessary All Necessary Training and guidance with PreLicensing will be provided<span><span><span><span><span> Life amp Health Insurance Producer <span><span><span><span><br ><span><span><span><span>Work 100 Remote From Home available to individuals residing in the United States ONLY<span><span><span><span><br ><span><span><span>Disclaimer No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of <span><span><span><span>work you put in your ability to successfully follow and implement our training and sales system <span><span><span><span>and engage with our lead system and the insurance needs of the customers in the geographic <span><span><span><span>areas in which you choose to work<span><span><span><p>