Banking And Financial Services Jobs in Jupiter
168 positions found
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:
- Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
Job Requirements:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Ability to train and mentor others, including products and platform procedures.
- Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
- Experience in financial services industry, preferred.
- Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Job Description For Posting
Benefits Service Analyst
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Benefits Service Analyst at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
This is an onsite position 5 days a week, located out of our Palm Beach Gardens office.
As our Benefits Service Analyst on the Employee Benefits team, you will:
- Prepare client spreadsheets and proposals such as benefits comparison, rates comparison, Total Spend Summary, employee contribution modeling, etc.
- Prepare client presentations including creating/updating agendas, PowerPoint presentations, copying and binding presentations, etc. as needed
- Support the Account Management Team with client service needs such as billing inquiries, researching claim/enrollment issues and tracking service issues through agency management system
- Support RFP preparation, including requesting & formatting census and preparing RFP specifications letter
- Input and summarize benchmarking data in MMA formatted presentation
- Update information in carrier system as needed (enrollments); Enter and review data in agency management system
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- 2-15 insurance license within 90 days of hire
- Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
- Strong verbal and written communication and presentation skills
- Extremely detail-oriented, organized and proactive
- Team-oriented and collaborative
- Growth-minded individual
- Strong copy editing and proofreading skills
- Strong verbal and written communication skills
- Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated.
- Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines.
- Ability to interact with various personality styles and manage requests from multiple sources.
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree or higher
- Bilingual (English/Spanish)
- Prior Agency or Benefit Carrier experience
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
- Committed to core values
- Inclusive culture
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Remote working/work at home options are available for this role.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Remote working/work at home options are available for this role.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Remote working/work at home options are available for this role.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
