Banking and Financial Services Jobs in Augusta Maine

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions

As a Bankers Life Financial Services Professional Expect To:

• Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
• Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
• Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How Bankers Life will provide support:

• Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
• Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
• Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
• Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

• Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
• Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
• Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
• Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

• Commission structure designed to grow with you
• Renewable income and Bonus programs
• Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more
• Retirement Savings Program

The Maine Medical Association (MMA) is seeking a detail-oriented and organized Finance & Membership Associate to support our Finance and Membership teams. This exempt position will also play an integral role in the smooth functioning of the organization by providing administrative support, maintaining office systems, and assisting with event planning and coordination for meetings and conferences. 

Application Instructions:

• Please include a cover letter addressing what about this position appeals to you and why you believe you are a good fit.
• Please complete all screening questions and DISC Assessment that will be emailed to you.

PLEASE NOTE: This is an in-person position located in Manchester, Maine. You must live within commuting distance to be considered for this position. If you do not currently live within commuting distance and plan to relocate, please state this in your cover letter.

$40,500 - $49,000 yearly

Finance Role & Responsibilities

Assist our Director of Finance & Operations with basic bookkeeping tasks, including data entry, processing invoices, and tracking expenses.

• Perform basic bookkeeping tasks, including entry of deposits, preparing payments, monitoring accounts payable/receivable, and monthly reconciliations in QuickBooks.
• Maintain accurate financial records and assist in the preparation of financial reports.
• Provide support for budget tracking and financial forecasting activities.
• Assist with payroll, including time sheet processing.

Membership Role & Responsibilities

Assist our Director of Membership & Digital Engagement with membership database administration and member services operations, supporting members across the membership lifecycle and maintaining accurate records.

• Maintain the membership database to support member communications and services, including processing new member accounts, updating membership status, managing expiration records, and assisting with routine data audits and reporting.
• Assist with membership dues processing, including invoice and roster preparation, payment tracking, and coordination with the Finance team.
• Support outreach initiatives, including member communications, renewal and recruitment efforts, and coordinated mailing campaigns.
• Respond to member inquiries and provide support with account access, profile updates, and general membership services.
• Assist with event planning and coordination for meetings, conferences, and training.
• On-site membership event support as needed.

Administrative Role & Responsibilities

Ensure smooth daily office operations by managing mail services, maintaining office supplies and equipment, and serving as the primary point of contact for incoming calls.

• Assist the Operations Manager as needed with the coordination of facilities and office maintenance.
• Manage daily mail activities, including labeling postage, sorting inbound and outbound mail, and handling pickup and drop-off.
• Maintain office functionality by overseeing equipment upkeep, scheduling recycling, managing inventory, ordering office and kitchen supplies, and performing light facility tasks.
• Provide essential support by updating internal and external contact lists. 
• Assist with the preparation of reports, presentations, and other documents as requested.
• Coordinate office operations and maintain filing systems.
• Handle incoming phone calls, emails, and general inquiries, ensuring timely and professional responses.
• Some local/in-state travel will be needed for mail, bank deposits, and meetings.

Required Qualifications:

• High school diploma or equivalent.
• Minimum of 2 years of experience in an administrative support or office management role.
• Exceptional attention to detail and a high degree of accuracy in data entry and record-keeping.
• Strong organizational skills with the proven ability to prioritize tasks, manage time effectively, and meet deadlines in a dynamic environment.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and the ability to learn new database and software systems quickly.
• Excellent written and verbal communication skills.
• Ability to work independently with minimal supervision as well as collaboratively within a team.

Preferred Qualifications:

• Associate/bachelor’s degree or additional training/certification in a related field.
• Prior experience with QuickBooks or similar bookkeeping software, membership databases, and/or Customer Relationship Management (CRM) software.
• Experience with the coordination of mail campaigns and/or meetings.

The Maine Medical Association, with its roots dating back to the early 1800s, is dedicated to supporting physicians and multi-disciplinary health care teams, promoting public health, and advocating for patients in Maine. Through policy, advocacy, education, and support, the MMA is the leading voice of more than 4,300 Maine physicians.

Working Conditions:

• Full-time, exempt position, 40 hours per week.
• 8:00 am – 4:30 pm Monday – Friday.
• Potential for hybrid in-office/remote work after probationary period.
• Competitive pay, 13 paid holidays, and 168 hours of PTO.

Benefits Include:

• Comprehensive health, dental, and vision insurance available with generous employer contributions.
• Simple IRA with 3% employer match.
• Medical FSA.
• Life and disability insurance.

Compensation details: 4 Yearly Salary

PI8dc80127615d-37344-39940224

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.