Financial Services Careers In columbus

thin the following five regions: • Mid Atlantic (9 states including: Michigan, Ohio, Pennsylvania and Virginia) • Midwest (12 states including: Illinois, Minnesota, Missouri and Wisconsin) • New England (8 states including: Connecticut, Massachusetts, New Jersey and New York) • South (6 states including: Arizona, Colorado and Texas) • Southeast (9 states including: Florida, Georgia and North Carolina) Applicants must live within the regions for which they apply. Successful candidates will possess strong sales backgrounds and deep knowledge of investment products. We are offering an attractive base salary plus incentive bonus. Major Responsibilities: • Partner with internal sales associate to develop and maintain relationships with independent financial advisors • Conduct branch meetings and client presentations • Participate in broker/dealer conferences Requirements: • 2 years external wholesaling experience within the financial services industry, or • 2 years internal wholesaling experience in the non-traded real estate investment sector • Bachelor's Degree • Series 7 and 63 or 66 licenses or ability to obtain within 30 days of hire • Superior communication and time management skills • Ability and willingness to travel extensively within the region Compensation: DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

to: * Quickly learn various proprietary system applications * Deliver great customer service experiencestocustomers * Use creativity - we're lookingindividuals thatcan help streamline processes and provide input for process improvements * Inspire Teamwork- friendly, energetic professionals that can work with a diverse group of peers and has a willingness to step up to assist others * Work with attention to detail. Using quality to driveconstant improvement to production. In this role applicants will be using the computer, and speaking with customers on the phone and through other meansin order to deliver the product to the customer in a professional way. Job Requirements: Skills: - Ability to prioritize own work within standards. - Effective written and oral communication skills to interact with customers, team members, and management.- Decision making skills necessary for customer contacts. - Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. - Decision making skills necessary for problem identification and correction.- Proven ability to operate a CRT and PC.Education:Acollege degree is preferred for this role. Location: Columbus Compensation: start from 17 Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

tate Farm insurance and financial service products. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. Desired qualities include: Ethical and Honest Must have applicable license or must obtain applicable licensing requirements. Excellent communication skills - written, verbal and listening Self-motivated Interest in marketing products and services based on customer needs Dedicated to customer service Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Compensation includes salary plus production based incentive plan Location: Columbus Marketplace Compensation: Salary plus production based incentive plan Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ransaction Processing, Full Service Placements, and Management. We are currently seeking an Sales Executive to join our team in the Northeast. SUMMARY The Sales Executive is responsible for the promotion and sale of all CORD Financial products and services. This position is responsible for the entire sales cycle from lead identification through contract execution. Jobholder will strive to meet goals set by the CORD Financial General Manager and Director of Business Development. MAJOR RESPONSIBILITIES Become subject matter expert on CORD Financial products and services Understand the ATM marketplace including competitive offerings and market trends Interact with prospects to understand their current and future ATM strategy and business requirements Demonstrate extensive knowledge of the ATM and/or financial industry Populate and analyze standard (ROI) models based on customer needs Track and reports sales activity in Salesforce Ability to use current sales tools and offers suggestions on how to enhance these sales tools Researches, identifies and/or qualifies targeted national/individual account prospects in a specific geography or vertical market segment Makes contact with the appropriate management levels and decision makers within the potential client organization to propose and secure new National/Individual account agreements Prepares and delivers sales presentations that address the prospective client's needs and leads to the establishment of new national/individual account agreements/contracts Gathers, organizes, and analyzes information of targeted national/individual accounts and competitive information associated with these accounts for use in potential proposals/agreements Establishes and cultivates relationships with potential national/individual accounts Responds to prospective customer Requests for Information and Proposal (RFI/P) and negotiates pricing and other terms of new national/individual account agreements with prospective clients to ensure maximum revenue and profit from new agreements to include terms and conditions that will minimize the companies risk Sells the organization's products and services to clients, including any new programs or services that are implemented or developed Fosters the corporate culture in the department and throughout the company to ensure unity of purpose and fulfillment of company mission/values Represent the company as a leader MINIMUM QUALIFICATIONS Bachelor's degree in Business, Marketing or Communications or the equivalent years of experience will be considered In-depth understanding of the ATM and/or Financial industry Ability to learn CORD Financials policies and procedures Strong communication, interpersonal, and sales presentation skills Ability to support multiple sales initiatives concurrently Working knowledge of Microsoft products including Word, Excel, Outlook, and Powerpoint Working knowledge of Salesforce Ability to find, identify, and cultivate leads Must be comfortable communicating to management and executive team members Ability to articulate information to all levels of CORD Financial team members A positive attitude, with a strong desire to succeed PREFERRED QUALIFICATIONS Vast experience in the ATM Industry MBA or advanced degree is preferred Location: Northeast Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ultiple customer advocate openings involve providing world-class customer service to a luxury customer. As the Customer Advocate, you will be assisting customers with inquiries or negotiating payment arrangements with customers in a professional, customer service oriented manner. The applicant must also be able to thrive in a fast-paced environment and have the ability to multi-task. The Customer Advocate positions are full-time (40 Hours per week). Candidates for the Customer Advocate opportunities need to be able to work during the department hours of Monday-Friday 9 AM-9 PM. The position offers a salary and benefits package which includes full medical, dental, and vision benefits. This package also includes paid time-off and paid holidays. It would be preferred if applicants have their Bachelor's Degree as well as some form of customer service experience. This can include retail, sales, finance, customer service, customer relations, collections, banking, restaurant/catering, or car dealership experience. *Recent college graduates and bilingual candidates (Spanish/English & French/English) are also highly encouraged to apply. Requirements: Bachelor's Degree Preferred, High School Degree Required 1Ǆ years Customer Service Experience Ability to work well with a Team Excellent Communication Skills Excellent Computer Skills *To Qualify you will need to pass a Background Check, Drug Screen, and Credit Check. Location: Hilliard Compensation: $12.50-$14.50 Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

o, home and life insurance to new and existing customers. THIS IS NOT A TYPICAL INSURANCE SALES POSITION. You will enjoy unlimited earning potential with a combination of base salary plus an aggressive bonus structure while learning the business with the opportunity to start the agency program through State Farm. Its a chance to see if owning your own State Farm agency is right for you. In this position you will: Learn how to run a successful agency while participating in our extensive training program Sell auto, home, and life insurance to consumers from the number 1 insurer of autos and homes Actively prospect for new customers through relationship building, community based networking and other marketing activities Generate new business opportunities through company leads, networking, obtaining referrals and marketing calls Conduct meetings with customers to customize a State Farm program to meet their needs Participate in on-site prospecting activities at community and employer events Work in a professional sales environment Requirements: Self-confidence Perseverance; Ability to maintain progress towards a goal in spite of obstacles and adversity Strong work ethic Positive attitude A genuine interest in people Capable & willing to provide a Remarkable experience in EVERY interaction with customers and colleagues Initiative and self-reliant. Make decisions on a timely basis and take necessary actions without direction from others. Results oriented. Highly motivated and gets results. Proven ability to network and build rapport Negotiation and closing skills Solid sales presentation and communication skills Sales experience is a plus Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Licensing in Property & Casualty and Life & Health or ability to obtain the required licensing Whats in it for you? Unlimited earning potential Career advancement with the possibility of owning your own State Farm agency Industry leading training Please submit your Cover Letter and Résumé for consideration. Tentative start date will be February 1, 2012. **This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs** Location: Mansfield, OH Compensation: Anticipated Income should be $30-$40k per year, but offers limitless earning pot Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

Services Specialist for our Business Solutions Group. This position will be based in Columbus, Ohio. This individual will be a liaison between business development, sales and operations to help drive processes and efficiencies. This person will be responsible for providing executive benefits administration, leading and driving projects, process improvement initiatives and change management efforts within our company. Seeking applicants with 5+ years of combined experiences in executive benefits and COLI. Experience with project management, process improvement and life insurance is a plus. Must have the ability to manage large scale life insurance plans and process change initiatives with multiple business partners. Must have excellent process improvement, organizational and communication skills as well as a proven track record leading projects effectively within an organization. Must have the ability to influence multiple cross-functional teams and operate at all levels. Ability to influence and direct teams that are not direct reports. Ability to prepare and make presentations to all types of audiences. Must have high-level verbal and written communication skills. Must be a self-starter with strong organizational skills. Must have the ability to integrate different ideas and concepts. Must have high-level mastery of Microsoft Office Products and Lotus Notes. Experience with Microsoft Word, Excel and PowerPoint. Key responsibilities include: - Work closely with sales producers to provide support during the implementation process of executive benefit plans including deferred compensation plans, Section 162 Bonus plans, and other plan designs - Provide executive benefit plan and life insurance policy support to producers for various plan designs - Assist in retention efforts of deferred compensation plans and other executive benefit plan business - Build and maintain ongoing relationships with existing clients and producers - Responsible for collecting data from Third Party Administrators and other business partners - Responsible for producing quarterly retention scorecards for deferred compensation clients - Implement administrative processes and procedures for education, to improve efficiencies and to ensure compliance - Support ongoing operations and our Business Solutions Group's internal sales This individual must be capable of doing the following: * Manages all phases of project delivery including identification of tools/methodologies needed, assurance of quality, and completion of project, process, and change management deliverables in accordance with established timelines. * Identifies, assesses and tracks inter-project/program/process issues, risks, synergies and dependencies. Takes action to maximize synergies and limit impact and risk of issues and dependencies. * Consults with regulatory team, subject matter experts, personal knowledge base and industry best practices to drive a consistent strategy across Nationwide Financial individual investments. * Develops clear pictures of current state processes and gaps to achieve goal state. Works with business partners to ensure understanding of goal state processes and ensures that business requirements align with organizational strategy and priorities. * Ability to effectively identify and integrate project needs, deliverables and timelines with broader change management and communication plans. More About the Position 38.75 Hours per Week Visa Candidates Considered - No The Candidate 2+ to 5 years of experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never The Ideal Candidate Ideally we need a candidate with combined experiences in executive benefits and COLI The ideal candidate has worked for these life insurance companies For immediate consideration, please forward resume with salary requirements Location: Columbus Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ement plans. It is a fast paced environment, and responsibilities will also include some disbursement balancing, check and wire issue/reissue, and suspense management. Candidate must be flexible, able to learn on the fly, comfortable in a team environment, and have a positive attitude. General Description: Provides prompt efficient service for assigned product and/or service center internal and external customers. Processes and maintains pending files for insurance applications. Provides essential clerical and technical assistance. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. 1. Processes business in accordance with government regulations, contract provisions, and internal procedures and controls. 2. Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems, and related federal and state regulations. 3. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. 4. Researches and corrects errors. 5. Maintains all documents, information and applications for the unit. 6. Prepares letters and other correspondence as directed by the underwriter. 7. Records, stores, analyzes, retrieves and/or prepares information related to product line. 8. Prepares reports and special analysis within prescribed guidelines. Participates in special projects as needed. 9. Provides prompt and thorough responses to internal and external inquiries. 10. Orders and maintains all information or inventory related to product area. 11. Performs other duties as requested. Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system. Experience: One year work experience with product-related customer service work experience preferred. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques. Skills: . Ability to prioritize own work within standards. . Effective written and oral communication skills to interact with customers, team members, and management. . Decision making skills necessary for customer contacts. . Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Location: Dublin Compensation: $ǫ.00 per/hr This is a contract job. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

in sales or sales management. Also, a great candidate would be someone with experience in marketing or finance. We are interested in candidates who will be client centric and understand the mission of helping the client achieve financial success. This is a career where you can really make a difference in the lives of your clients and your own family. A financial services career can offer a great lifestyle because of the following: Comprehensive portfolio of financial products and services Dynamic training program Opportunity to work with a mentor Excellent compensation schedules Opportunity to earn bonuses and incentives Full benefits for career agents including two retirement plans Awards and other forms of recognition Professional growth and development Please contact us to see if a career as a Financial Services Representative is the right opportunity for you. Location: Columbus Compensation: 400 to 2000 a week Telecommuting is ok. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

re about The Macintosh Company, visit www.macintoshcompany.com. We currently have an open position for a Financial Services Manager at our Amity Care Home Health location in Circleville, Ohio. Responsibilities: - Ensures accurate billing, payroll, accounts receivable are recorded in order for accurate monthly financial statements. - Oversees the collections on past-due accounts. - Ensures that all visits are accurately billed and revenue booked. - Manages cash on a daily basis including collections, accounts receivable, cash posting, bank deposits, and AR review. - Oversees the accuracy and timeliness of the Accounts Payable function. - Ensures that all balance sheet accounts are analyzed and properly reconciled on a monthly basis. - Assists the CFO and Controller in the financial and statistical analysis for specifically requested new reports. - Reports on the ongoing financial performance of Amity relative to required and budgeted performance. - Analyzes variances from budget monthly to ensure transactions have been recorded in the proper period and account. - Under the direction of the Controller, develops the annual operating and capital budgets for the Amity team. Successful candidates must have: - Associate's degree in accounting with experience, bachelor's degree preferred - Experience in Health Care billing and Home Health care preferred - Strong administrative skills and attention to detail - Experience with computerized documentation and Microsoft Office products - Excellent communication skills, written and verbal We offer competitive compensation in a dynamic team environment. Please apply online at http://www.macintoshcompany.com/employment/submit-your-resume/ or fax your resume directly to Human Resources at 614-345-0531 Location: Circleville, OH Compensation: salary, based on experience Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

elp drive processes and efficiencies. This person will be responsible for providing executive benefits administration, leading and driving projects, process improvement initiatives and change management efforts within our company. Seeking applicants with 5+ years of combined experiences in executive benefits and COLI. Experience with project management, process improvement and life insurance is a plus. Must have the ability to manage large scale life insurance plans and process change initiatives with multiple business partners. Must have excellent process improvement, organizational and communication skills as well as a proven track record leading projects effectively within an organization. Must have the ability to influence multiple cross-functional teams and operate at all levels. Ability to influence and direct teams that are not direct reports. Ability to prepare and make presentations to all types of audiences. Must have high-level verbal and written communication skills. Must be a self-starter with strong organizational skills. Must have the ability to integrate different ideas and concepts. Must have high-level mastery of Microsoft Office Products and Lotus Notes. Experience with Microsoft Word, Excel and PowerPoint. Key responsibilities include: - Work closely with sales producers to provide support during the implementation process of executive benefit plans including deferred compensation plans, Section 162 Bonus plans, and other plan designs - Provide executive benefit plan and life insurance policy support to producers for various plan designs - Assist in retention efforts of deferred compensation plans and other executive benefit plan business - Build and maintain ongoing relationships with existing clients and producers - Responsible for collecting data from Third Party Administrators and other business partners - Responsible for producing quarterly retention scorecards for deferred compensation clients - Implement administrative processes and procedures for education, to improve efficiencies and to ensure compliance - Support ongoing operations and our Business Solutions Group's internal sales This individual must be capable of doing the following: * Manages all phases of project delivery including identification of tools/methodologies needed, assurance of quality, and completion of project, process, and change management deliverables in accordance with established timelines. * Identifies, assesses and tracks inter-project/program/process issues, risks, synergies and dependencies. Takes action to maximize synergies and limit impact and risk of issues and dependencies. * Consults with regulatory team, subject matter experts, personal knowledge base and industry best practices to drive a consistent strategy across Nationwide Financial individual investments. * Develops clear pictures of current state processes and gaps to achieve goal state. Works with business partners to ensure understanding of goal state processes and ensures that business requirements align with organizational strategy and priorities. * Ability to effectively identify and integrate project needs, deliverables and timelines with broader change management and communication plans. Description of the Ideal Candidate Ideally we need a candidate with combined For immediate consideration, please email your resume today -- please type "Financial Services Specialist" in the subject line to speed the review of your resume. Location: Columbus OH Compensation: Competitive salary + medical, dental, paid vacations, paid holidays and 401K OK to highlight this job opening for persons with disabilities Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ial Services Specialist for its Nationwide Business Solutions Group. This position will be based in Columbus, Ohio. This individual will be a liaison between business development, sales and operations to help drive processes and efficiencies. This person will be responsible for providing executive benefits administration, leading and driving projects, process improvement initiatives and change management efforts within Nationwide Financial. Seeking applicants with 5+ years of combined experiences in executive benefits and COLI. Experience with project management, process improvement and life insurance is a plus. Must have the ability to manage large scale life insurance plans and process change initiatives with multiple business partners. Must have excellent process improvement, organizational and communication skills as well as a proven track record leading projects effectively within an organization. Must have the ability to influence multiple cross-functional teams and operate at all levels. Ability to influence and direct teams that are not direct reports. Ability to prepare and make presentations to all types of audiences. Must have high-level verbal and written communication skills. Must be a self-starter with strong organizational skills. Must have the ability to integrate different ideas and concepts. Must have high-level mastery of Microsoft Office Products and Lotus Notes. Experience with Microsoft Word, Excel and PowerPoint. Key responsibilities include: - Work closely with sales producers to provide support during the implementation process of executive benefit plans including deferred compensation plans, Section 162 Bonus plans, and other plan designs - Provide executive benefit plan and life insurance policy support to producers for various plan designs - Assist in retention efforts of deferred compensation plans and other executive benefit plan business - Build and maintain ongoing relationships with existing clients and producers - Responsible for collecting data from Third Party Administrators and other business partners - Responsible for producing quarterly retention scorecards for deferred compensation clients - Implement administrative processes and procedures for education, to improve efficiencies and to ensure compliance - Support ongoing operations and Nationwide Business Solutions Group's internal sales This individual must be capable of doing the following: * Manages all phases of project delivery including identification of tools/methodologies needed, assurance of quality, and completion of project, process, and change management deliverables in accordance with established timelines. * Identifies, assesses and tracks inter-project/program/process issues, risks, synergies and dependencies. Takes action to maximize synergies and limit impact and risk of issues and dependencies. * Consults with regulatory team, subject matter experts, personal knowledge base and industry best practices to drive a consistent strategy across Nationwide Financial individual investments. * Develops clear pictures of current state processes and gaps to achieve goal state. Works with business partners to ensure understanding of goal state processes and ensures that business requirements align with organizational strategy and priorities. * Ability to effectively identify and integrate project needs, deliverables and timelines with broader change management and communication plans. More About the Position 38.75 Hours per Week Visa Candidates Considered - No The Candidate 2+ to 5 years of experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never The Ideal Candidate has combined experience in executive benefits and COLI For immediate consideration, please forward resume with salary requirements Location: Columbus Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

21 financial services careers in columbus