Financial Representative Trainee (Sales) - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503738Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Milwaukee, WI Wisconsin | 503741 Field Development Supervisor (Mutual of Omaha Advisors) - Bloomington, MN Minnesota | 503799 Field Development Supervisor (Mutual of Omaha Advisors) - Sacramento, CA California | 503782

Job OverviewThis job posting is anticipated to remain open for 30 days, from 10-Feb-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA

Are you curious about solving complex business challenges for a leading convenience retailer Do you have a passion for cross functional collaboration Then you may be the perfect addition to our team!EG America is one of the fastest-growing convenience store retailers in the United States, committed to becoming America’s #1 ‘one-stop’ destination. The business has an established pedigree of delivering excellent fuel, grocery and merchandise, and food service. Headquartered in Westborough, Massachusetts, our Company has grown to over 1,500+ locations across the United States employing over 18,000 team members. You can find us operating under the following store banners: Certified Oil, Cumberland Farms, Fastrac, Kwik Shop, Loaf N Jug, Minit Mart, Sprint Food Stores, Tom Thumb, Turkey Hill, and Quik Stop. Our headquarters in Westborough, MA is home to our Store Support Center, Company Warehouse, and Culinary Center.What We Offer:Competitive WagesWork today, get paid tomorrow through our earned wage access program*Paid Time OffMedical/Health/Dental Coverage401K with Company MatchTeam Member DiscountsTuition ReimbursementEmployee Assistance ProgramHealth Savings AccountCompany Spirit DaysEmployee recognition and awardsAnd much more!Position Summary:Reporting to the Vice President of FP&A, with a dotted line to the Vice President of Strategy and Transformation, the Manager of Financial and Business Analysis (F&BA) for EG America will focus on financial analysis and value tracking of key business transformation initiatives, with additional support to FP&A and Strategy & Transformation as needed. This role is essential for developing and tracking business cases for EGA’s strategic initiatives, working closely with project owners, managers, and other stakeholders to ensure successful outcomes. The ideal candidate will have a proven, measurable record of delivering results in a fast-paced, growth-oriented environment.Responsibilities:1. Strategic Project Business Case Development:Design and implement a standardized business case development process.Collaborate with project teams to define objectives, benefits, costs, and gather accurate inputs for business cases.Lead data analysis for business cases, including financial projections, ROI calculations, cost-benefit analyses, and risk assessments.Guide project owners in crafting business cases that clearly outline value proposition, expected outcomes, KPIs, and strategic alignment.Ensure business cases meet established standards and secure necessary approvals from finance and stakeholders.Support budget monitoring throughout project lifecycles, addressing any changes that impact the business case.2. Financial Evaluation of M&A OpportunitiesConduct in-depth financial evaluations of potential acquisitions and/or disposals, assessing viability, financial impact, and alignment with strategic objectives.Collaborate with cross-functional teams to identify risks, synergies, and integration considerations, providing insights to support informed decision-making.3. Executive Reporting on Transformation Value RealizationDevelop and present monthly and ad hoc executive presentations on value realization and progress within the company’s transformation initiatives.Track and communicate the financial and strategic impact of transformation projects, highlighting key achievements, challenges, and future priorities to executive leadership.4. Financial Performance AnalysisIdentify financial performance trends and provide actionable recommendations to drive improvement and achieve business targets.Conduct variance analysis and benchmarking to uncover underlying factors affecting performance, ensuring alignment with the company’s business goals.5. Manage the integrity and accuracy of data in the Hyperion reporting system, ensuring reliable reporting for analysis and decision-making.6. Deliver ad-hoc reports and analysis as requested and participate in special projects to support evolving business needs.7. Lead the development and implementation of corporate KPIs, management dashboards, and performance metrics to enhance strategic alignment and performance tracking.Must be able to perform the essential functions of this position with or without reasonable accommodation.The above responsibilities are to be carried out in accordance with documented company policies and procedures and will be accomplished within established timeframes. All of the above will be accomplished collaboratively while also providing opportunities for independent decision makingWorking Relationships:Internal partners within all departments within EG America. FP&A team in the UK at the Head Office.Minimum Education:Bachelor’s degree in Finance or Accounting, Business Administration or related fieldPreferred Education:MBA or Master’s degree in Finance or related business fieldMinimum Experience:5+ years in Finance or StrategyPreferred Experience:5+ years in Finance or Strategy at a retail organizationLicenses/Certifications:Soft Skills/Competencies:Must possess strong analytical abilities, think strategically and plan and manage execution of initiativesAbility to adapt to a dynamic, rapidly changing business environmentAbility to multitask, keep teams on track and meet constant deadlines timelyReadily identify needs and requirements, and establish plans and processes to ensure successful results.Creativity, flexibility, sound business judgment and an entrepreneurial mindset to identify innovative solutions for complex business issues.Experience in fast paced, start-up environments is preferred - able to work comfortably under pressure, frequently changing landscape and tight deadlinesCritical thinking, problem-solving, negotiation, research, presentation and organization skills.Team player with strong work ethics and honesty.Ability to mentor and develop financial and business analyst level talent.Ability to influence others and drive business performance.Knowledge of MS Office including Excel, Word and PowerPoint.Other Requirements:Travel:Minium travel might be requiredHours & Conditions:Typically Monday – Friday, 8+ hour days in Corporate environment in office setting. This is not a hybrid role.Physical Requirements:Minimal physical effort required; sitting / standing at computer for long periods of time. Ability to maneuver and lift up to 10 lbs.At EG America, it’s important that our employees reflect the world we live in and the communities we serve. We celebrate our differences, so your unique background and skillset could bring a wonderful new perspective to our team. If you have a passion for delivering exceptional results, thrive in a fast-paced corporate environment, and bring experience in business management or related areas, we'd love to meet you - even if you don't meet every single requirement.

Job Description SummaryUnder the direction of Patient Access Manager is responsible to assist in maintaining the financial integrity of South Shore Hospital through excellent customer service skills. Advocate and screen patients for the procurement benefits through state public assistance programs. Ability to interpret commercial and federal insurance plan coverage for patient and families. Responsible for the determination and collection of medical co-pays at the time of service.Job DescriptionEssential Functions1. Education of financial obligations and polices to patient and or family members.a. Collect co-pays via cash, check, credit card, complete receipts.Can reconcile and balance receipts by shift. Able to log into excel spreadsheet and documents on patients account.b. Able to procure and explaining estimated pricing for outpatient hospital services (i.e. Cat Scan, MRI, Ultrasound, Travel Health)c. Able to promote and support SSHOSP self pay payment process (reviewing discounts and payment plan processes)2. Contacts all self pay patients whether in person or via phone/letter to screen for eligibility for Financial Assistance within time frame established.3. Demonstrates working knowledge of all public assistance programs and is able to screen patients for eligibility for these programs and initiate application.a. Ensures application is completed by effective communication with patient is able to work collaboratively with co-workers and others (i.e. MEC, other facilities, and other departments) in order to complete the application with in time limitations.b. Able to collaborate with social work and case management areas for patient care4. Is able to update registration information as necessary.5. Understand coordination of benefits and acts as a liaison between patients,Case Management, Patient Accounts Department, and Precertification.6. Embraces Technology solutions to work processes and practices.a. Able to function using department computer programs (Gateway, Excel, Word).b. Able to review and analyze MMIS and Passport Programs.c. Manage own API (timecard) system.d. Able to utilize the phone system, including VERA system.e. Has a complete understanding and can manage credit card processes in Passport system (ie. process of payment, refunds).f. Able to function and have a complete understanding of computer downtime process.7. Fosters a “Culture of Safety” through personal ownership and commitment to a safe environment.a. Understands individual roles/responsibilities during hospital codes (e.g. Code Green, Code Red)b. Adheres to universal precautions and respiratory etiquette guidelines.c. Adheres to patient identification policies/procedures.d. NIMS 100 certifiede. Able to identify correct insurance subscriberf. Understand roles in emergency preparedness8. Strong working knowledge of State and federal disability processes and regulations.Essential Functions (Cont.)I. Technology and Learninga. Participates in continued learning and possess a willingness and ability to learn and utilize new technology and procedures that continue to develop in their role and throughout the organization.b. Embraces technological advances that allow us to communicate information effectively and efficiently based on role.Unit/ Department Specific Job FunctionsUnit Specific functions are those tasks, duties and responsibilities that are specific to the performance of the job within a certain unit(s). Following are unit specific functions of the job, along with the corresponding performance standards.1. Strong working knowledge of the Virtual Gateway system.a. Able to navigate and process application.b. Ability to complete the application with patient and their families.c. Ensure all information and supports gathered for application are processed.2. Understanding and ability to identify patients that need state disability supplements completed.a. Once identified initiate and submit DDU supplement, following it to completion.3. Recognize and direct patients through the Federal Social Security disability process.4. Working knowledge of State Unemployment insurance regulation. Ability to complete and submit these application.5. Ability to recognize and advocate for patients who meet the criteria for state sponsored insurance premium assistance program.6. Exemplary understanding of State sponsored insurance program.a. Able to advocate for patients through the state to ensure appropriate level of assistance is awarded.7. Direct knowledge of State and Federal sponsored programs such as "SNAP", WIC, DTA, and Social Security. Ability to direct patients to these agencies.Excellent customer service skills. Medical terminology. Computer skills. Ability to follow through and troubleshoot. Attention to detail. Strong organizational and documentation skills. Indepth knowledge of insurance plans including Masshealth , Commercial insurance, and State and Federal insurance programs Understanding of State and Federal Healthcare Reform

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Tufts Medical Center is a world-renowned academic medical center that has been providing exceptional care across New England for over two centuries. Our clinicians are dedicated to delivering innovative, patient-centered care every day, from our primary care to our Level I Trauma Center to our leading heart transplant program and over 100 specialties and services. We are also the principal teaching hospital for Tufts University School of Medicine and a leading research institution that conducts game-changing medical and health policy research.Job OverviewReporting to the Sr. Vice President of Finance, the Senior Director is responsible for direction and coordination of research and other special funds financial operations, cost analysis, reimbursement, planning, regulatory compliance, and system administration functions. This specifically comprises hospital restricted and unrestricted net assets such as grants & contracts, permanently and temporarily restricted funds, sundry and gift funds; as well as research business and operations and other hospital funded research program commitments.Financial operations functions include hospital consolidated financial statement preparation, external sponsor and donor reporting, internal budget to actual project reporting, financial systems data integrity and maintenance, opening and closing awards, and cash flow monitoring. Planning functions include hospital research consolidated budget development and variance reporting, executive-level financial analysis for research strategic planning, Cost analysis & reimbursement functions include data collection and cost analysis necessary for the calculation and negotiation of research federal facilities & administrative cost and fringe benefit reimbursement rates. Compliance functions include monitoring compliance with all required grant regulations and financial reporting standards, initiating policy revisions when required, and maintaining and updating internal grant procedures as necessary. System Administration functions include the on-going operational and informational integrity of the general ledgers, sub-ledgers, special applications, reports, and data bases supporting research and special funds accounting.The Senior Director, Research and Special Funds Accounting is the chief regulatory specialist for all fiscal requirements associated with federal grants awarded to and administered by Tufts Medicine entities.This position is an integral part of the Research Administration team and works collaboratively with the Chief Academic Officer and the Vice President of Research Administration to ensure proper fiscal management of hospital grant and contracts and special funds in all key areas.The position is a key member of the Tufts Medicine corporate accounting team and works collaboratively with the Corporate Controller the Controller, Director of Reimbursement and staff for proper financial statement reporting and cost accounting of hospital’s research and special funds activities.The position will work closely with the Vice President of Research Administration and the Vice President of Development to ensure effective internal and external financial reporting and proper management of donor imposed restrictions on philanthropic revenueJob DescriptionMinimum Qualifications:1. Bachelor’s degree in accounting or related field.2. Fifteen (15) years of progressively responsible research finance accounting experience, including Ten (10) years of management experience.Preferred Qualifications:1. Master’s degree in accounting or related field.Duties and Responsibilities: The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list. Other duties and responsibilities may be assigned.1. Directs the fiscal requirements for grants & contracts, sundry and permanently and temporarily restricted funds, and research business & operations management activities, including hospital research consolidated budgeting and reporting, financial reporting to all federal and private foundations, accounts receivable/cash management, management accounting, implementation of internal controls, reporting systems review and maintenance, management of donor imposed restrictions, and audit coordination.2. Directs various personnel functions including, but not limited to, performance management, operational issues, problem resolution, compliance, time management, and customer service.3. Provides monthly/year end consolidated financial reporting of grants, contracts and special funds for the hospital consolidated financial statements.4. Directs the proposal preparation and negotiates the Tufts-MC facilities & administrative cost and fringe benefit rates with our cognizant federal agency, the DHHS Division of Cost Allocation.5. Develops, organizes, completes, and provides on-going variance analysis for research and special funds annual budget in collaboration with executive management and the Vice President of Research Administration.6. Responsible for the maintenance and data integrity of the research and special funds ledger, sub-ledger, and data bases, and other system functionality as well as all associated processes and internal controls.7. Directs the completion of annually required financial reports to different funding sources, including federal and state agencies, to ensure continuation and renewals of grant and contract awards.8. Serves as the system-wide chief regulatory fiscal specialist to all researchers, research administrators, and management related to federal grants and contracts.9. Develops enterprise-wide research accounting policies and procedures for internal control and compliance with federal requirements in all financial aspects of grants and contracts. Implements new research accounting policies and trains internal stakeholders as required.10. Works with both internal and external auditors/stakeholders to coordinate the annual OMB Uniform Grant Guidance (UGG) audit, Uniform Financial Report (UFR), Federal Emergency Management Agency (FEMA) grant submission, as it pertains to obligations of the system-wide enterprise. 11. Provides monthly executive-level financial analyses to allow for strategic planning and tracking of key financial performance indicators for the research product-line, including but not limited to, the research profit and loss statement, and both space density and indirect recovery analysis.12. Serves as the institutional business official signature authority for Tufts MC on all external grant and contract sponsored agreements awarded.13. Works with the Vice President of Research Administration, the Corporate Controller, and the Vice President of Development to provide guidance and recommendations for the establishment of internal policies regarding both economic and compliance issues.14. Implements new fiscal policies as required.15. Compiles research facilities, administrative, and fringe benefit cost data, and allocation information, and directs the preparation of the hospital’s research rate proposals in accordance with applicable regulations in 45 CFR 74 Appendix E (“OASC-3, Cost Principles for Hospitals”).16. Responds to financial compliance issues raised by Compliance and Internal Audit and implements corrective action plans as necessary.17. Reviews and authorizes hospital research core facilities annual hospital-wide charge rates and budgets brought forward by Research Administration Directors.18. Works collaboratively with the Vice President of Research Administration to oversee the business and financial operations of the core facilities serving the needs of the research community.19. Directs the preparation of all fiscal year-end and interim research audit schedules and analyses required by Tufts MC external auditors for inclusion in the hospital’s year-end audited financial statements.20. Directs any on-site audits or reviews performed by granting agencies, independent auditors or consulting groups.21. Monitors federal compliance with the hospital’s time and effort reporting system.22. Serves as final authority for review and approval of requests for federal grant cost transfers over 90 days old requested by the Vice President of Research Administration and Research Administration Directors to ensure hospital compliance with federal grant rules and regulations.23. Working in collaboration with the Vice President of Research Administration, requests formal corrective action plans from the Research Administration Directors, when necessary, in key fiscal compliance risk areas, to ensure maintenance of a proper internal control environment for the management of federal grants.24. Identifies and develops design revisions and enhancements to the grants, contracts and special funds financial reporting and management information systems.25. Works closely with the Director of Information Systems, the Manager of PR/HR Systems Administration and Processing, and the Director of Financial Systems to direct the implementation and maintenance of these financial system improvements.26. Works in conjunction with the Corporate Controller and Sr. VP for Supply Chain to ensure effective controls and compliance for the proper disbursement and procurement related to grants, contracts and special funds.27. Safeguards hospital assets through the development and implementation of hospital-wide expense approval guidelines for grants, contracts and special fund activity.28. Serves as the primary financial resource to executive management on special projects related to sponsored project administration such as; evaluation of research financial system enhancements, restricted fund donor stipulations management and analysis, and on-going evaluation of the costs and contributions of Tufts MC research.Physical Requirements: 1. This is largely a sedentary role, which involves sitting most of the time, but may involve movements such as walking, standing, reaching, ascending/descending stairs, and operating office equipment. 2. Frequently required to speak, hear, communicate, and exchange information. 3. Ability to see and read computer displays, read fine print, and/or normal type size print and distinguish letters, numbers and symbols. 4. Requires manual dexterity using fine hand manipulation to operate computer keyboard. Skills & Abilities:1. Ability to address and manage conflicting priorities as a result of dual reporting relationships and respond effectively to inquiries and engender trust from the Tufts Medicine community.2. Excellent communication (both written and verbal), interpersonal, and problem solving, organizational, and customer service skills.3. Ability to present and summarize complex financial information for personnel who may not be familiar with research finance and accounting practices.4. Must have thorough knowledge of OMB Circulars A-21, A-110, and A-133, as well as 45 CFR 74 Appendix E (“OASC-3, Cost Principles for Hospitals).5. Ability to direct a team of individuals working in a remote capacity and affect a high level of performance.6. Demonstrates a proven ability to lead a team of skilled professionals to perform all financial functions for the research enterprise to a high level.Job Profile Summary This role focuses on performing work related to research and development of new products, innovation, and improvement of products and processes. In addition, this role focuses on performing the following Research and Development Leadership duties: Controls, directs, and participates in the activities of the organization through a hierarchy of managers and supervisors. Responsibilities also include long-term strategic planning, determining the policies of the organization, and allocating its resources and making decisions regarding organization growth and diversification to accomplish entity's vision. A management role that supervises employees focusing on tactical, operational activities within a specified area, with the majority of time spent overseeing area of responsibility, planning, prioritizing and/or directing the responsibilities of employees. Goal achievement is typically accomplished through performance of direct and/or indirect reports. A role that manages experienced professionals who exercise latitude and independence in assignments. Responsibilities typically include: policy and strategy implementation for short-term results (1 year or less), problems faced are difficult to moderately complex, and influences others outside of own job area regarding policies, practices and procedures. Tufts Medicine is a leading integrated health system bringing together the best of academic and community healthcare to deliver exceptional, connected and accessible care experiences to consumers across Massachusetts. Comprised of Tufts Medical Center, Lowell General Hospital, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Care at Home - an expansive home care network, and large integrated physician network. We are an equal opportunity employer and value diversity and inclusion at Tufts Medicine. Tufts Medicine does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation by emailing us at .

General Ledger Management: Assist with the preparation and maintenance of the general ledgerEnsure accuracy and completeness of journal entriesReconcile general ledger accounts and resolve discrepancies Financial Reporting: Support the preparation of monthly, quarterly, and annual financial statementsAssist in financial statement close processes and ensure timely reportingPerform detailed financial analysis to identify trends, variances, and areas of improvement Month-End and Year-End Close: Support month-end and year-end closing proceduresPrepare necessary accruals, journal entries, and adjustments as requiredReview and analyze balance sheet accounts to ensure proper reporting Accounts Payable and Receivable: Assist with accounts payable and receivable functions when necessaryAssist with the reconciliation of vendor statements and resolve any outstanding issues when necessaryAssist with the preparation of reports and track aging reports to ensure timely collections when necessary Compliance & Internal Controls: Ensure compliance with internal controls, company policies, and accounting standards (GAAP)Assist in audits and internal reviews, providing supporting documentation and schedules as needed Collaboration and Support: Collaborate with cross-functional teams and division management to support operational and financial goalsProvide accounting support to department managersAssist in budgeting and forecasting processes Process Improvement: Identify opportunities to streamline and improve accounting processes and workflowsImplement and recommend solutions to enhance accounting efficienciesBehaviorsPreferredDetail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Financial Representative Trainee (Sales) - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503738Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Milwaukee, WI Wisconsin | 503741 Field Development Supervisor (Mutual of Omaha Advisors) - Bloomington, MN Minnesota | 503799 Field Development Supervisor (Mutual of Omaha Advisors) - Sacramento, CA California | 503782

Are you curious about solving complex business challenges for a leading convenience retailer Do you have a passion for cross functional collaboration Then you may be the perfect addition to our team!EG America is one of the fastest-growing convenience store retailers in the United States, committed to becoming America’s #1 ‘one-stop’ destination. The business has an established pedigree of delivering excellent fuel, grocery and merchandise, and food service. Headquartered in Westborough, Massachusetts, our Company has grown to over 1,500+ locations across the United States employing over 18,000 team members. You can find us operating under the following store banners: Certified Oil, Cumberland Farms, Fastrac, Kwik Shop, Loaf N Jug, Minit Mart, Sprint Food Stores, Tom Thumb, Turkey Hill, and Quik Stop. Our headquarters in Westborough, MA is home to our Store Support Center, Company Warehouse, and Culinary Center.What We Offer:Competitive WagesWork today, get paid tomorrow through our earned wage access program*Paid Time OffMedical/Health/Dental Coverage401K with Company MatchTeam Member DiscountsTuition ReimbursementEmployee Assistance ProgramHealth Savings AccountCompany Spirit DaysEmployee recognition and awardsAnd much more!Position Summary:This position will be responsible for preparing reports, researching data, and facilitating all financial activities related to entitlement and construction. The purpose is to have consistent budgeting of line items, correct coding through online systems (i.e., eBuilder, Oracle Fusion, etc.), and ultimately accurate and timely post audits based on the information. This position also assists the Construction Warehouse team from a financial role.Responsibilities:1. Review and process invoices, including check requests, and budget amendments2. Track and coordinate all Bond and Escrow Requests, Releases/Refunds3. Issue Third Party Purchase Orders4. Support for the Construction Warehouse team (POs, EMCs, Counts, etc.)5. Financial reporting for the analyst, director, and VP (including Accrual Report)6. Prepare and submit all In/Out reclasses and research financial questionsWorking Relationships:Internal: Interaction with the following departments: Real Estate, Environmental, Planning, Construction, and Facilities. In addition, there is interaction with various Finance groups – for submitting payment requests, reporting on accruals, managing the holding account (151243), etc. Relationships with Resource Protection, Marketing, IT, and Legal regarding entitlement or construction billing toward a project being managed by our group.External: Communication and coordination with all contractors, vendors, engineers, etc. in regard to proposals, contracts, POs, RFPs, and payment.Minimum Education:Associate’s Degree in a related field (i.e., accounting, business, etc.)Preferred Education:Bachelor’s Degree in Finance, Business, or commensurateMinimum Experience:2 yearsPreferred Experience:5 years+Licenses/Certifications:None requiredSoft Skills/Competencies:Excellent oral and written communication skillsAdaptabilityStrong interpersonal skillsIntermediate skill level in Microsoft Office Suite, especially Excel (Smartsheet a plus)Experience using some type of online platform for workOther Requirements:Travel:No travel requiredHours & Conditions:Typically Monday – Friday, 8+ hour days in office settingPhysical Requirements:Minimal physical effort required; sitting / standing at computer for long periods of time. Ability to maneuver and lift up to 10 lbs.At EG America, it’s important that our employees reflect the world we live in and the communities we serve. We celebrate our differences, so your unique background and skillset could bring a wonderful new perspective to our team. If you have a passion for delivering exceptional results, thrive in a fast-paced corporate environment, and bring experience in business management or related areas, we'd love to meet you - even if you don't meet every single requirement.

Job Description:Do you genuinely enjoy making a difference in the lives of others If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expectAs a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You BringAbility to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You DeliverA passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsOur Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associatesShifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – Midnight ESTFidelity Investments does not offer work visas for this roleCertifications:Category:Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Representative Trainee (Sales) - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503738Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Milwaukee, WI Wisconsin | 503741 Field Development Supervisor (Mutual of Omaha Advisors) - Bloomington, MN Minnesota | 503799 Field Development Supervisor (Mutual of Omaha Advisors) - Sacramento, CA California | 503782

Job Description:Do you genuinely enjoy making a difference in the lives of others If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expectAs a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You BringAbility to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You DeliverA passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsOur Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associatesShifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – Midnight ESTFidelity Investments does not offer work visas for this roleCertifications:Category:Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Representative Trainee (Sales) - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503738Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Milwaukee, WI Wisconsin | 503741 Field Development Supervisor (Mutual of Omaha Advisors) - Bloomington, MN Minnesota | 503799 Field Development Supervisor (Mutual of Omaha Advisors) - Sacramento, CA California | 503782

Financial Representative Trainee (Sales) - Braintree, MALocation: MassachusettsWork Type: Full Time RegularJob No: 503738Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Milwaukee, WI Wisconsin | 503741 Field Development Supervisor (Mutual of Omaha Advisors) - Bloomington, MN Minnesota | 503799 Field Development Supervisor (Mutual of Omaha Advisors) - Sacramento, CA California | 503782