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Financial Advisor / Insurance Agent – Make a Meaningful Career Move
Salt Lake City, UT | Onsite | Independent Contractor
Industry: Insurance, Financial Services | Focus: Sales, Business Development
Are you ready to take control of your future, grow your income, and make a real impact in your community?
Whether you’re changing careers, re-entering the workforce, or simply looking for more freedom, flexibility, and fulfillment, this opportunity with Farm Bureau Financial Services could be the perfect fit.
What This Career Offers You:
- Build Your Own Business – You're in charge of your success, with the freedom to grow at your own pace.
- Make a Difference – Help individuals and families protect what matters most to them.
- Unlimited Earning Potential – Commission-based income with base bonuses, incentives, and travel opportunities.
- Ongoing Training & Mentorship – We invest in your success from day one, with coaches, managers, and marketing support.
What You'll Be Doing:
- Meet with clients to understand their insurance and financial needs
- Offer personalized solutions and long-term financial strategies
- Manage existing policies, process renewals, and assist with claims
- Market your services through social media, phone calls, and community outreach
- Keep accurate business records and oversee daily operations
- Stay current on industry products, regulations, and compliance
Is This Role Right for You?
We’re looking for someone who:
- Wants to build something of their own with a respected brand behind them
- Has a passion for helping others and being involved in their community
- Is driven, self-motivated, and goal-oriented
- Enjoys solving problems and creating customized solutions
- Brings strong communication and people skills
- Has leadership potential or interest in managing a team
- (Bonus) Has experience or interest in agriculture, finance, or sales
Qualifications:
- Entrepreneurial mindset and desire to operate your own business
- Ability to plan, prioritize, and manage time effectively
- Comfortable working independently and building client relationships
- Willingness to obtain insurance and financial licenses (with our support)
Compensation & Perks:
- Commission-based earnings with base bonus
- Incentive travel and cash bonuses
- Marketing and sales support
- Licensing assistance and onboarding training
Ready to Make a Career Change That Matters?
If you're looking for a fresh start with real growth potential, the opportunity to be your own boss, and a career that helps people every day — let’s talk.
If you’re tired of chasing leads, this is your seat.
Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.
This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.
Compensation
Base Salary + Commissions (%) + Bonuses
What You Get Here
- A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
- A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
- The ability to implement solutions across investments, annuities, and life insurance based on client needs
- A team that supports implementation so you can stay focused on advice, recommendations, and relationships
What You’ll Do
- Lead discovery and retirement planning conversations (typically ages 50–75)
- Turn client goals into a clear written plan with recommendations they understand and trust
- Present, close, and implement solutions aligned to the client’s best interest
- Build long-term relationships and become “their advisor,” not a one-time transaction
- Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience
Required Qualifications
- Active Life & Health Insurance License
- Series 65 or 66
- Proven consultative sales ability (you can guide a decision without being pushy)
- Strong communication and presence with retirement-aged clients
- Prior client-facing planning experience strongly preferred
Who This Role Is For
You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.
If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.
Swiss American Financial Solutions is an equal-opportunity employer.
Financial Advisor
You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.
Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.
Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.
Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.
In this role, you will:
- Build and maintain strong client relationships
- Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
- Develop new business and contribute to firm growth
- Deliver a high-touch, personalized planning experience
- Work alongside the team to support long-term client outcomes and firm expansion
Required Qualifications
- Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
- Active licensing appropriate to the role
- Strong communication and relationship-building skills
- Ability to develop business and generate revenue
- Confidence leading client meetings and presenting recommendations
Preferred Qualifications
- Experience working with retirement-focused clients
- Insurance and advisory background
- Existing network or ability to build relationships in the market
- Holistic planning mindset
- Ability to run workshops
If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.
*Candidates residing within approximately a 40-minute commute of Denton are strongly preferred due to the onsite nature of the role
* Compensation & Schedule • $27/hour • Full-time; standard business hours • W2 employment • Start date: TBD Role Impact This role provides functional leadership and guidance to financial operations staff involved in payment processing and reporting, while partnering with program leadership to maintain strong fiscal controls and accurate financial reporting.
Success in this role is measured by timely and accurate payment processing, clean financial reporting, audit readiness, and the ability to support and mentor staff in maintaining effective financial operations.
This position is ideal for a finance professional who brings a strong financial background along with experience guiding financial processes, mentoring team members, and ensuring compliance within structured programs.
Key Responsibilities • Serve as the financial operations lead for provider reimbursement activities within Early Learning Programs and CCS • Provide day-to-day guidance and functional leadership to staff supporting financial operations and payment processing • Mentor and train staff on financial procedures, reimbursement processes, and compliance requirements • Support leadership in maintaining consistent financial practices and operational standards across the program • Manage an assigned Early Learning Program caseload and ensure accurate and timely provider reimbursement • Research, reconcile, and resolve payment discrepancies to maintain financial accuracy and prevent delays • Oversee accurate data entry and validation within the child care automated system used for case management and payment processing • Monitor claims submissions and payment activities to ensure compliance with program requirements • Prepare monthly, quarterly, and annual financial reports for program leadership • Support audits, quality monitoring activities, and regulatory compliance reviews • Ensure financial documentation and reporting meet grant and regulatory standards • Generate recoupment notices, track outstanding balances, and maintain detailed collection documentation • Partner with leadership to ensure fiscal procedures align with CCS policies, grant requirements, and regulatory standards • Identify opportunities to improve financial workflows and strengthen internal controls • Collaborate with internal teams and child care providers to ensure clear communication regarding payment timelines and reimbursement procedures Minimum Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred Minimum three (3) years of experience in financial operations, accounting, accounts payable, claims processing, or grant administration Experience mentoring staff, training team members, or leading financial processes or workflows strongly preferred Strong analytical skills with demonstrated ability to manage financial data, resolve discrepancies, and maintain accuracy under deadlines Ability to work in a structured environment with high accountability and compliance requirements Core Tools and Systems Child care automated systems (case management and payment platforms) Financial reporting tools and spreadsheet software (Excel) Accounts payable and claims processing systems Document management and compliance tracking systems Standard office software (email, word processing, reporting tools) Preferred Skills • Experience supporting grant-funded or government-regulated programs • Knowledge of compliance standards, audit preparation, and financial documentation controls • Experience training or mentoring team members in financial processes • Ability to analyze financial data and support operational decision-making Legal Notice By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners.
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ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.
ProSidian Seeks a FSM (Financial Service Management) Budget And Financial Analyst IV to support an engagement for an American scientific agency within the United States Department of Commerce that focuses on the conditions of the oceans, major waterways, and the atmosphere. Dedicated to the understanding and stewardship of the environment, the Agency's mission is to understand and predict changes in climate, weather, oceans, and coasts, to share that knowledge and information with others, and to conserve and manage coastal and marine ecosystems and resources.
The ProSidian Engagement Team Members work to provide multi-functional Enterprise Services Staff Support Services with functional areas to support Department Offices in information technology, financial management, human resources, program management and administrative support. The staff augmentation is required to support a myriad of standard services required across the Department that include skill sets in information technology, financial management, human resources, program management, economic analysis, executive support and administrative support.
FSM Budget And Financial Analyst IV Candidates shall work to support requirements for Program Support and The Budget And Financial Analyst IV Supports budget formulation and budget execution activities. Prepares regular and special budget reports and analyze monthly department budgeting and accounting reports to maintain expenditure controls. Ability to lead a team of financial management professionals. Possess a thorough knowledge of Federal financial and accounting systems requirements. Must demonstrate experience in working with multi-year/no-year appropriations and differing appropriations (e.g., O&M and Procurement). Serves as a leader ensuring that a group of financial management professionals are working in concert with automated complex business practices within the time frame specified by the customer and that all of the requirements are met. Must be able to assess products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards. Must be able to grasp interrelationships between financial management requirements and automated solutions, considering the current system environment and the potential integration of added systems concurrently or later. Prepares all milestone documentation and presentations for senior managers, colleagues, and subordinates. Can present material before outsight authority for the client and/or prepare Program Managers for briefings and presentations. Is thoroughly familiar with activity based costing, business case analysis and outsourcing requirements. BS/BA degree in business, management or related field (or equivalent) plus approximately 8 years of related experience.
- Have a strong understanding of federal government business operations and work process.
- Support project teams and program managers and provide daily execution assigned work functions.
- Provide management support to collect, evaluate and test financial data for a number of recurring departmental processes and reviews. Must summarize issues and findings in a clear and logical manner.
- Have strong analytical and problem solving skills.
- Conduct periodic reconciliation reviews of external interfaces with various field offices in order to identify and correct data gaps, financial discrepancies and errors.
- Work with a variety of IT systems to provide multi-functional Enterprise Services Staff Support Services on behalf of Enterprise Services
- Provide acquisition support for all bureaus with functional areas include skill sets in information technology, financial management, human resources, program management, economic analysis, executive support and administrative support.
- Have advanced experience with Microsoft Office Word, PowerPoint, Excel, and Outlook.
- Must have strong presentation skills and be able to communicate effectively orally and in writing to support a myriad of standard services required across the Department
The FSM Budget And Financial Analyst IV shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position. Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined.
A master's degree in accounting or finance is required with at least three years work experience in accounting, budget execution, IT, financial system requirements and analysis, financial planning and reporting, auditing, and internal financial controls. Experience with the Federal Managers' Financial Integrity Act (FMFIA) is preferred. CPA is a plus
TRAVEL : Travel as coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations. LOCATION: Work shall be conducted at the CONUS/OCONUS - Washington, DC
- U.S. Citizenship Required
- Excellent oral and written communication skills
- Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
- All ProSidian staff must be determined eligible for a \"Facility Access Authorization\" (also referred to as an \"Employment Authorization\") by the USG's designated Security Office.
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.
Job Summary
The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.
Responsibilities
Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.
Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.
Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.
Job Duty 4 -
Manage the maintenance of unit financial related files and records
Job Duty 5 -
Monitor and maintain records of unit purchases.
Job Duty 6 -
Supervise, train and develop unit financial staff
Job Duty 7 -
Advise unit management regarding financial issues.
Job Duty 8 -
Perform other duties as assigned
Required Qualifications
Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience
Required Experience
Five to six years of job related experience
Preferred Qualifications
- Higher Education Experience
- Workday Financial Systems
- Research Administration/Post Award Support
- Certified Research Administrator (CRA)
- Business Analyst Experience
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
Salary range: $80,000.00 to $88,000.00 Based on Experience and Education
Location: Atlanta, GA
Job grade: G08
This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening
Competitive
Business-minded
Coachable
Communicative
Self-disciplined
Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations 6
Fortune 2024: World's Most Admired Companies
Handshake 2025: Early Talent Award
Forbes 2024: America's Best Employers for Diversity
Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients
5.1 million LIVES PROTECTED .
Includes all owners of individual life insurance and annuity policies.
$983 million LIFETIME ANNUITY INCOME PAID .
Includes all payouts on individual income annuity products.
$6 billion IN LIVING BENEFITS AWARDED.
Includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed.
Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
Includes term, whole, and universal life.
Compensation: $120,555
Responsibilities: Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Develop and deliver risk management strategies for each customer based on their risk profile
What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.
You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Qualifications: High school diploma required; bachelor’s degree preferred
Some experience with accounting or sales lead software is beneficial
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Some computer skills with ability to use Microsoft Office is required
Experience in financial services or insurance industry is preferred, but not required.
Ability to build and maintain strong client relationships through effective communication and trust-building.
Proven track record of meeting or exceeding sales targets and quotas.
Strong analytical skills to assess client needs and develop tailored financial solutions.
Ability to stay informed about industry trends and regulatory requirements.
Excellent organizational skills to manage multiple client accounts and documentation efficiently.
Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.
About Company
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#WHGEN2
Compensation details: 12 Yearly Salary
PId0a226647b3
Compensation: Commission - $75,000+
Responsibilities: Be a coachable, organized team member interested in pursuing training development and educational opportunities
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications: Requires a Bachelor’s degree in business administration, finance, or other related field
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!
#WHGEN
Compensation details: 75 Yearly Salary
PI51f88dc4e776-37344-39998924
Hospital Sisters Health System is looking for a Chief Financial Officer to lead our Central Illinois Market and Physician Enterprise. The market structure includes five Illinois HSHS Hospitals, the System's outpatient physician group, and is based at HSHS St. John's Hospital in Springfield, IL.
This position holds direct responsibility for the financial operations and proper application of accounting principles, practices, and procedures for all financial activities of the market operations. The CFO is responsible for monitoring the financial performance and the maintenance of appropriate financial plans and forecasts. This role reports directly to the Central Illinois Market President & CEO with matrixed reporting into the HSHS Senior Vice President, Chief Financial Officer and the Physician Enterprise President.
The ideal candidate is a seasoned collaborative financial leader, ideally with prior CFO experience, that is comfortable managing in a matrix environment. This individual must have a proven track record in successfully managing all financial operations of a region made up of multiple acute care and outpatient settings by collaborating with other leaders to optimize success. The ideal candidate is also comfortable participating in establishing and implementing strategic business plans and aligning operations and strategy within the market and with overall Hospital Sisters Health System (HSHS) strategies and goals. This leader must be comfortable flexing responsibility across multiple locations and continue to evolve to align with market structures. Additionally, the ideal candidate will have strong involvement with the communities they serve.
Based in Springfield, IL with full market scope
Reports directly to the Central Illinois Market President & CEO
Oversight of all market financial operations
Highly visible and critical role
Relocation package
Base salary and annual incentive
Minimum Requirements:
- Bachelor's degree in accounting, finance, or related field is required.
- Master's degree in finance, business, health care administration, or related field is preferred.
- Ten or more years of accounting and/or finance experience is required; four out of the ten years must be in a hospital system or hospital market setting.
- Certified Public Accountant (CPA) is preferred.
- 5+ years of hospital or Regional CFO experience strongly preferred.
- Experience with an employed physician group and/or ACO is highly preferred.
Benefits: HSHS has comprehensive benefit package designed exclusively for executive leaders. A variety of medical/dental/vision offerings along with unlimited time off, annual compensation incentive, relocation package, and robust retirement plan are just a few of our exciting offerings.
Pay Range: $334,100 - $393,000
HSHS Information: Throughout communities in Illinois and Wisconsin, 13 hospitals, numerous community-based health centers and clinics, our 13,000+ colleagues have built a culture based on our solid core values of respect, care, competence, and joy. These are the ideals we believe in, work by, and live each day. Built upon more than 145 years of service to the communities we serve, we now look to the future and our place in it as a health care system that strives to continually improve processes, procedures, and outcomes with the latest and most advanced technologies and treatments. Regardless of how far our passion for excellence carries us, our focus will always remain on the most important person in our entire organization: The patient.
