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Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of... more ->
The Opportunity The Case Manager acts in a transactional capacity to assist in the processing of New Business Applications. In this role, the Candidate will review, coordinate and issue life insurance application submissions in accordance with department quality and efficiency standards. As an Expert, the Candidate will develop and maintain specialty knowledge of products and advanced processes to include more complex skills and will assist in complex case resolution. The Case Manager will take on additional tasks (but not limited to): acts as subject matter expert, proactively recognizes... more ->
Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD Full-Time, Boston, Springfield or NYC (Hybrid) Opportunity The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software education and practice management thought leadership to financial professionals. This is a new role for MMSD, great opportunity to shape our value-add program. The Team The MMSD Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is responsible for all aspects of running the... more ->
Hybrid position with our client-a privately held employee benefits company in Oakland County seeking to recruit an experienced Proposal Coordinator. In this role you'll support the proposal development process with the design/development of information and materials on a variety of insurance products for Agents and Account Managers to present to Client and Prospects. Responsibilities Request new and renewal quotes for Accounts from carrier per RFP. Review quotes/rates to ensure accuracy. Negotiate rates with carriers at the direction of the Agent or Account Manager. Coordinate and analyze... more ->
Description LifePoint Behavioral Health is seeking a passionate, creative and goal-oriented Chief Financial Officer to join the team at Valley Springs Behavioral Health Hospital, a 150-bed free standing hospital in Holyoke, MA. Lifepoint offers a collaborative work environment, competitive compensation, and professional development opportunities so you can focus on what really matters - providing quality patient care. Do not miss the opportunity to join our team and build a career that touches lives. As a Chief Financial Officer you will: Plans, organizes and directs the fiscal services... more ->
Job Family : Finance & Accounting Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust What You Will Do : As a Consultant providing budget management services to our clients, you may expect to support a variety of budget-related activities. Examples include helping clients prepare and refine budget requests, prepare input in support of performance plans, enter and monitor appropriation/apportionment/allotment/allocation balances, support funds control and/or budget execution activities, and assist with budgetary reporting matters. Your responsibilities... more ->
Job Family : Finance & Accounting Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust What You Will Do : As a Senior Consultant providing budget management services to our clients, you may expect to support a variety of budget-related activities. Examples include helping clients prepare and refine budget requests, prepare input in support of performance plans, enter and monitor appropriation/apportionment/allotment/allocation balances, support funds control and/or budget execution activities, and assist with budgetary reporting matters. Your... more ->
Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join 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... more ->