3 jobs found

What You'll Do: As an Advisor Relationship Associate , you will be responsible for providing fundamental services and support to financial professionals in order to acquire new business and serve, grow and retain existing retirement business. Alongside Advisor Care teammates, serve as a key point of contact to financial professionals and their support staff. Coordinate with other service teams across RIS. Customer Service & Relationship Management: Partner with Advisor Relationship Consultant/Specialist as a key point of contact to the advisor to deliver excellent service. Ensure deliverables are appropriate, complete, and accurate. Take ownership of escalated/time-sensitive service issues. Clear, concise communication is required with both internal and external audiences. Business Operations & Analysis: Coordinate with internal partners & manage investment and fee change process. Create and maintain accurate documentation in Salesforce. Technology &...

What You'll Do: We’re looking for a Financial Analyst V to join our Benefits & Protection Finance team. In this role, you’ll focus on financial analysis and modeling of expense impacts for strategic initiatives and other projects. Provide expertise, project support, and project leadership for complex projects in support of the financial function and the goals of the business unit. This includes identifying project barriers, alternative solutions for implementation, follow up actions needed, and the impact on financial and other goals of the company. Lead large projects that could involve the coordination of several areas. Must be able to manage and prioritize several small projects at the same time. Perform financial analysis and research; identify trends and variances on a timely basis for use by management and other operating areas in decision making. Make recommendations as appropriate. Initiate opportunities to provide technical and business expertise to...

What You'll Do: We’re hiring for a Financial Analyst III to join our Life Pricing Actuarial team. In this role, we are looking for someone who thrives on solving unique problems with advance analytical skills and enjoys working with several internal partners and tools. Tasks Include: Participate in the maintenance, preparation and analysis of financial information used in the product development and pricing processes Work with a variety of technology including R, SAS, Excel, and Integrate/MG-ALFA to set rates, analyze profitability and competitiveness, provide reinsurance support, and much more Use strong technical skills to do financial research and calculations, as well as maintain and build both new and existing processes Collaborate across teams, partner with product management, inforce management, underwriting, technology teams, financial reporting, and others Perform other job-related duties and special projects as needed Operating at the intersection...