594 Banking & Finance jobs in Columbus
Accountant, Senior Financial
Posted 1 day ago
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Manager 2, Patient Financial Services
Posted today
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Job Title:
Manager 2, Patient Financial Services
Department:
Health System Shared Services | Patient Accounting
Scope of Department :
The Department of Patient Financial Services is responsible for managing the Health System's patient account receivables. The Health System includes all facility billing for University Hospital, Ross Heart Hospital, University Hospital East, The Arthur G. James Cancer Hospital, OSU Harding Hospital, Dodd Hall Rehabilitation, and Brain and Spine Center. Charging, coding, insurance, and other demographic information captured throughout various stages of the Revenue Cycle and are fed to the hospital's billing system for claim submission. Review and editing of claims are performed to ensure accuracy of submission to third party payment sources. Billing information technology systems are put in place to efficiently manage the volume of claim activity and ensure timely processing of claims. The department includes government and commercial billing and follow-up teams, a cash posting team, a customer service team, a credit and collections team, and an analyst team.
Position Summary:
This position, reporting to the Associate Director of Patient Financial Services, is responsible for the daily management of the third party insurance billing and collection activities within the Patient Financial Services and combined Central Business Office (CBO). Primary responsibility of this position will be management of staff, supervisors, and leads. Position will be responsible for ensuring compliant and efficient billing and collection operations. Will assist in development and presentation of staff productivity and qualify scorecards. Will identify and escalate issues preventing timely resolution of AR and cash collections. Will meet regularly with payer representatives to address any processing delays.
Minimum Required Qualifications:
Bachelor's degree or equivalent experience. Advanced degree may be desirable. 5 years of relevant experience required. 8-12 years of relevant experience preferred.
Additional Information:
Location:
Ackerman Rd, 660 (0242)
Position Type:
Regular
Scheduled Hours:
40
Shift:
First Shift
Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.
Thank you for your interest in positions at The Ohio State University and Wexner Medical Center. Once you have applied, the most updated information on the status of your application can be found by visiting the Candidate Home section of this site. Please view your submitted applications by logging in and reviewing your status. For answers to additional questions please review the frequently asked questions.
The university is an equal opportunity employer, including veterans and disability.
Associate Dentist - $10K Sign on Bonus
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Do you focus on superior patient care? Are you interested in continuing crafting your career through education and technology, while creating a long-term wealth plan? If yes, then you may want to be part of our team. Whether if you are an experienced Dentist or a recent grad looking to get a top-notch mentor, Imagen Dental Partners has the career opportunities you have been looking for.
At Augusto Fojas, DDS we're looking for a General Dentist to join our patient centric, technology driven and dynamic practice in Westerville, Ohio, to deliver uncompromising excellence in dentistry to our patients using the most advanced techniques in general and cosmetic dentistry. We serve patients in the surrounding cities of Columbus, Worthington and Polaris. This will be a rewarding opportunity for a doctor who is looking for clinical autonomy and enjoys working in a busy practice. We provide rewarding careers for team members and comprehensive dental services to patients of all ages.
Our perks include:
- We offer you the platform that you need to take your career in any direction you choose, including pathway to partnership options
- Continuous education and unparalleled support to grow your career, access to world class CE courses, including custom learning opportunities.
- A collaborative community of technology-driven, top-tier dentists that support and inspire each other on a daily basis
- We utilize the latest dental technology to uphold the highest standards in patient care, we provide a comfortable, compassionate environment with a focus on future dental health, such as, CEREC and CBCT (Cone Beam Computed Tomography).
- We are proud to provide a wide variety of services to help our patients to achieve a lifetime of beautifully healthy smiles;
- Gum Disease / Cosmetic Dentistry / Periodontal Treatments / Pediatric Dentistry / Implant Restoration / Crown / Bridge
- Digital X-rays / Laser Dentistry / Intraoral Camera / Oral Cancer Screening / Opalescence® Whitening / Suresmile® / Sleep Apnea / Snoring Prevention /
- In House Lab
- A competitive compensation package
- Malpractice insurance
- 401K and 401K matching program
- Affordable medical, vision and disability plans, as well as flexible spending and health saving accounts
- We offer wellness programs so you can live and work at your best every day
- Benefits and perks for you, your family and even your pets
- Examine, diagnose, prescribe, and carry out (or direct others in carrying out) oral health care services that are in the best interest of the patient.
- Contribute towards a team oriented and collegiate environment by working with other clinical and non-clinical staff members, as necessary.
- Uphold the policy, protocol, and procedures in compliance with the most current accepted professional standards.
- Improving your clinical skills and acumen through participation in continuing education and training opportunities (continuing education support is available)
- Participate in various community outreach initiatives, as necessary.
- DDS/DMD from a dental education program accredited by the Commission on Dental Accreditation.
- Current, valid state license to practice dentistry (License must be in good standing) or eligible for licensure.
- Two years of practice experience, is preferred.
- Other certifications as required by state to include - CPR, DEA, etc.
Our commitment to inclusion is woven into the core of who we are. We believe that we are strongest when we embrace the voices of our team members, patients, partners, and the communities we serve.
We are committed to providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other class protected by federal, state, and local laws.
Data & Reporting Analyst
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Data & Reporting Analyst
Anywhere
Type: Contract
Category: Data
Industry: Communications
Workplace Type: Remote
Reference ID: JN -072025-102789
Date Posted: 07/08/2025
Shortcut:
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Description
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Description:
Our Fortune 500 Client is seeking a Data & Reporting Analyst for a long-term contract. This nimble team empowers IT by transforming how we engage with external software vendors and assets for the company. This is a lead level position that is responsible for managing simple to complex software license compliance data and reporting to maximize resources in various departments or lines of business. Through research and fact-finding combined with an understanding of applicable technologies and industry requirements, this role will be responsible for creating and producing reports to provide insights to determine operational and financial impact as well as trends and opportunities.
This role is in the Information Technology organization and requires a thorough understanding of licensing terms, hardware and software technologies. This position is considered a subject matter expert in software licensing reporting and analysis and mentor to others.
Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $55 - $5 / hr. w2
Responsibilities:
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Actively and consistently support all efforts to simplify and enhance the customer experience.
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Demonstrate a consultative and client-oriented approach to data analysis and interpretation to be able to answer questions for the business, perform audits on different datasets, and identify anomalies found within the data.
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Interact with internal teams to ensure software licensing terms and metrics are in accordance with business requirements and systems/tools implementations.
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Provide recommendations based on data to improve strategic business decision making including operational and financial risk mitigation.
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Interpret data and documentation, analyze results, and provide insights to determine operational impact, trends, and opportunities.
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Conduct complex data analysis in support of a variety of software technologies, inclusive of:
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Capture, develop, and document data definitions, business rules, and data quality requirements.
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Integrate data from multiple sources to produce requested or required data elements.
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Develop reports and deliverables for management and communicate with all levels of stakeholders.
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Identify and define data quality improvements.
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Ensure compliance with deliverable reporting requirements by performing quality data audits and analysis.
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Coach and mentor business partners and team members on software licensing effectiveness.
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Become a trusted software licensing advisor through the creation of business partnership.
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Provide software licensing and compliance recommendations and advancements based on trending and technology changes.
Experience Requirements:
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7+ years of analysis and reporting experience in Software Asset Management, Software License Management, Software Compliance Management, Software Audit Defense or IT Asset Management
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3+ years of experience working with ServiceNow SAM Pro, Flexera, SNOW, Aspera or other similar discovery tools
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Must have experience working in large enterprise environments
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Highly preferred knowledge of on-premise and cloud-based software licensing metrics and End User License Agreements, for a multitude of software vendors
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Excellent interpersonal and relationship building skills. Experience managing and working with internal stakeholders and external vendors, who have direct and indirect relationships
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Ability to manage across organizational boundaries, with the goal of understanding drivers and influencers
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Proficiency with Excel
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Experience driving measurable improvements in quality, efficiency, and costs
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Excellent written, verbal, and visual communication skills
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Strong dispute resolution and collaboration skills
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Strong analytical and reporting skills
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Deep passion for operational excellence
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Ability to manage many projects and priorities in a fast-paced environment
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Comfortable working autonomously on complex problems
Education Requirements:
Bachelor's degree in business, economics, finance, technology or a related field and/or additional years of relevant professional experience.
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact
About Eliassen Group:
Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.
Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a 1,000 referral check!
Vice President Financial Accounting
Posted 1 day ago
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Vice President Financial Accounting
About the Company
Respected financial services company
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Vice President of Financial Accounting to join their senior management team. This leadership role is pivotal in shaping the financial strategy and contributing to the organization's overall strategic goals. The successful candidate will be responsible for overseeing financial planning, recordkeeping, and ensuring compliance with financial reporting standards. This includes managing risk and implementing best practices for financial systems and controls. The VP will also play a key role in preparing financial analysis for decision-making, maintaining accurate financial statements, and coordinating annual audits. A strong focus on operational excellence, strategic financial management, and a passion for organizational development are essential for this position.
Applicants for the Vice President of Financial Accounting role at the company should be seasoned accounting professionals with a minimum of 10 years' experience in managing accounting departments. A Bachelor's degree in accounting or a related field is required, with a CPA or MBA being highly desirable. The role demands a candidate with a strong customer service focus, clear communication skills, and the ability to work both independently and as part of a team. A problem-solving mindset, initiative, and a proactive attitude are also key attributes. The VP will be expected to lead and mentor a team, so experience in staff management and a proven track record of driving financial strategy are important. Proficiency in Microsoft Office and QuickBooks is a must, as is the ability to work in a fast-paced environment and meet deadlines.
Travel Percent
Less than 10%
Functions
- Finance
Senior Vice President, Finance & Compliance
Posted 1 day ago
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Job Description
Senior Vice President, Finance & Compliance
About the Company
Fast-growing healthcare IT platform
Industry
Information Technology and Services
Type
Privately Held
About the Role
The Senior Vice President, Finance & Compliance will be responsible for overseeing the organization's finance and compliance functions while driving operational excellence across various departments to maximize revenue growth.
Hiring Manager Title
Chief Executive Officer (CEO)
Travel Percent
Less than 10%
Functions
- Finance
Known Requirements
- More than 10 years' experience in a financial leadership position within the IT industry required
- Strong background within private equity-backed organizations required
- Proven ability to drive results in fast-paced environments required
- Excellent analytical and strategic thinking skills required
Vice President, Finance & Business Management
Posted 1 day ago
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Job Description
Vice President, Finance & Business Management
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company
Founded
2000
Employees
10,001+
Categories
- Financial Services
- Finance
- Banking
- Wealth Management
- Banking & Mortgages
- Asset Management
- Investment Banking
- Investment Management
- Venture Capital
- Consulting & Professional Services
- B2B
- Business
- Corporations
- JPMorgan Chase
- Currencies
- New York City
- Economics
- Insurance
- Credit
Specialties
- consumer & community banking
- corporate and investment bank
- asset management
- private banking
- and commercial banking
Business Classifications
- B2B
About the Role
The Company is seeking a Portfolio Manager with a strong background in third-party risk management, vendor management, and procurement for IT products and services. The successful candidate will be responsible for overseeing the full lifecycle of vendor engagement, from onboarding to off-boarding, in accordance with global supplier management policies and third-party oversight standards. This role requires a strategic approach to managing capital, driving growth, and maintaining financial reporting while proactively managing risk. The Portfolio Manager will work closely with delivery managers and various stakeholders to ensure the company's ability to navigate diverse market conditions and protect its balance sheet.
Applicants must have a proven track record in roles related to third-party risk management, vendor management, or procurement for IT. The position demands a professional with at least 5 years' experience in vendor or TPO oversight, risk/controls, or audit, and a recent focus on vendor portfolio management, delivery management, and sourcing. The ideal candidate will have a strong control orientation, analytical skills, and the ability to lead and influence across organizational boundaries. Responsibilities include supporting and overseeing all TPO and vendor management requirements, managing a portfolio of engagements, and ensuring compliance with regulatory and legal standards. Advanced knowledge of MS Office products is required, and experience with procurement and IT risk management tools is a plus.
Hiring Manager Title
Executive Director
Travel Percent
Less than 10%
Functions
- Finance
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Operations Supervisor - Retirement Plan Solutions
Posted 2 days ago
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Key Responsibilities & Qualifications:
- Lead and manage a team within the Retirement Plan, Money Out department focused on retirement distributions at the participant level and corrective processing.
- Looking for a strong communicator who is passionate about team engagement and understands best practices when it comes to prioritizing tasks.
- Retirement plan experience is preferred, but not required.
This position will be hired on a SuccessFlex basis.
The hired associate must reside within 35 miles of the following location(s), or be willing to commute to the following location(s):
Ohio: Three Nationwide Plaza, Columbus, OH, 43215
Arizona: 18700 North Hayden Road, Scottsdale, AZ, 85255
Work schedule: 2 days in office, 3 days remote
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
Job Description Summary
Are you fascinated by every aspect of the financial services business and committed to providing the most outstanding service in the industry? Has your education, skill and professional experience prepared you to lead and contribute crucial work that delivers high quality service in collaboration with partners from multiple distribution channels? If you are passionate about putting your higher-level thinking to work in financial operations, we'd like to know more about you! As a Supervisor, you'll provide first-level oversight of the day-to-day operations ensuring that an outstanding service experience is provided to our internal and external sales partners, firms, producers and customers.
Key Responsibilities:
- Leads, supervises, and coordinates team roles and responsibilities. The team has a clear focus on processing customer requests through paper or electronic delivery of records. Adjusts, assigns, coordinates and implements production standards and schedule to adhere to compliance guidelines.
- Participates in assigned projects and task teams, provides input and guidance to support departments on team. Implements and maintains operational improvements that enhance delivery of services to customers, aligned with industry and regulatory requirements.
- Helps drive a culture of coaching and feedback for personal and professional guidance. Develops talent in the organization for succession planning and handles all performance management tasks and related functions for team.
- Provides education of current processes and procedures with internal customers. Helps build and strengthen internal relationships through presentations, firm and/or direct advisor contact.
- Monitors workflow to ensure that all functions are completed in a timely manner and meets quality standards. Responds to advanced service issues and calls from. Provides outstanding service through call team and client service groups.
- Oversees financial and regulatory control processes and assists in frequent control testing to ensure corporate compliance with all applicable industry regulations and requirements. Drafts responses to regulatory agency reports and findings and works closely with Corporate Compliance to resolve any issues.
- Takes audit recommendations and calibration sessions through the continuous improvement model. Assists in finding opportunities for processes and procedures to be improved and aligned to ensure consistency and adherence to regulatory requirements. Helps use findings to identify key process and/or technology needs within the Operation Center. Applies of lean/6-sigma continuous improvement tools.
- Assists in managing expenses to the established budget and under general direction, implements solutions to streamline process and reduce operating expenses.
- Conducts producer screening and background investigation reviews to ensure producer candidates are of good character; prepares case files to be reviewed by the Licensing & Appointment Review Committee and communicates with candidates who have been denied appointment with the Nationwide Life Companies and/or Nationwide affiliated broker-dealers.
- Supervises, as requested, staff responsible for analyzing, selecting and classifying applications in accordance with established underwriting policies, practices and standards, as well as administering product selection standards according to underwriting practices and procedures to achieve satisfactory experience and acceptable administrative results.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager, Director or Associate Vice President; five 20 associates report to this role.
Typical Skills and Experiences:
Education: Undergraduate studies in business administration, management, finance, pre-law or related field and/or technical insurance coursework preferred.
License/Certification/Designation: FINRA Series 6 and 26 licenses may be required.
Experience: Minimum of five years financial services experiences in a customer service, quality control or operations environment. Supervisory experience preferred.
Knowledge, Abilities and Skills: Extensive knowledge of insurance industry concepts including, but not limited to, financial services products, regulations, and guidelines Effective team leadership and management skills. Strong verbal and written communication skills. Relationship building skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the department Vice President and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office conditions. May require infrequent travel.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Sr Consultant, Investment Risk Analytics
Posted 2 days ago
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As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade : H5 Location : This position can be filled as Hybrid 3 days a week in Columbus, OH Key Responsibilities : Develop new and enhance current risk models and applications for Nationwide’s investment portfolios that include Fixed Income, Equity, Alternatives, and Derivatives Develop quantitative analytics and signals using advanced statistical, quantitative, or econometric techniques to enhance portfolio risk management and optimize portfolio construction Assist in implementation and delivery of analytics to different areas of risk and investments Perform advanced quantitative analyses and model development, proactively identify emerging risks, and develop tools & applications to enhance the investment and risk management process Research the best industry practice in risk management and portfolio management, develop insightful risk analytics, and formulate potential hedging recommendations Keep abreast of current financial markets, macro events, industry trends, trading activity, and regulatory developments; connect them to the potential impact on portfolio risks Conduct scenario analysis / Stress Test / Cycle Analysis / Factor Analysis / Performance Attribution to provide insights on portfolio risks / returns, asset allocation, and sector allocation Experience : 5 years+ of investment / risk management / quantitative modeling experience. Graduate work may be substituted for work experience as appropriate. Knowledge, Abilities and Skills : Strong knowledge and understanding of fixed income, investments, and risk analytics A self-starter with ability to get things done independently in a team environment. Proven analytical, mathematical, and problem-solving skills Strong programing skills including Python, Spark, SQL, or similar programming languages Demonstrated expertise in data engineering, with hands-on experience using tools such as Databricks, Azure, or AWS to design, build, and optimize scalable data pipelines and workflows. CFA, FRM, or other similar professional designation desired Strong ability to manipulate and work with large datasets Excellent interpersonal and communication skills with the ability to explain complex issues in a concise and understandable manner Curious and passionate about investments, quantitative finance, and risk management Strong teamwork skills are essential, great attention to detail, and ability to multi-task LI-AZ1 Job Description Summary Do you have the desire to play a critical role in driving data-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce accepts an agile work environment and a collaborative culture to deliver outstanding solutions and results. Our Risk Analytics professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. Specifically, they serve as the conduit joining quantitative risk analysts to business partners. As a Senior Consultant, you’ll be responsible for the creation and management of risk analytics projects to solve business problems and objectives. You’ll work strategically and consultatively with business partners across the organization to match quantitative analysis with business needs. We’ll count on you to be the key point of contact, linking business to technical research. It’s imperative that you have both a confirmed understanding of quantitative analytics and that you are able to expertly articulate solutions to many levels of leadership. Job Description Key Responsibilities : Understands and assesses key business needs. Proactively owns the strategic development of appropriate quantitative modeling solutions. Collaborates with organizational departments or business functions to accomplish strategic goals, objectives, and initiatives. Builds risk analytic strategies for business problems through collaborating, consulting and driving expectations. Leads in the understanding and analysis of models across the enterprise to ensure that model assumptions, processes and outputs are well understood and that modeling standard methodologies are upheld. Crafts clear and concise summaries of findings and recommendations. Uses impactful storylines and data visualization geared to both technical and non-technical audiences. Drives business value through crafting and communicating strategic business solutions to leaders. Leads all aspects of development, testing, implementation and administration of quantitative modeling processes and tools. Evaluates and ranks quantitative solutions to business problems. Leads communication of the key benefits and limitations of sophisticated modeling tools for business applications. Leads governance of modeling tools and ensures they are applied consistently. May perform other responsibilities as assigned. Reporting Relationships : Reports to Risk / Actuarial leader. Typical Skills and Experiences : Education : Undergraduate studies in finance, accounting, economics, statistics, mathematics or related subject area required. Graduate-level studies in a related field with advanced degree highly desirable. License / Certification / Designation : Progress toward FCAS, FSA, CQF, CFA or similar preferred. Experience : Typically, seven or more years of related work experience in financial risk modeling or actuarial functions. Knowledge, Abilities and Skills : Proven knowledge of processes and functions spanning the insurance and risk management cycle. Understands machine learning, stochastic processes, Monte Carlo simulations, sampling methods and other statistical techniques applicable to specialized risk modeling. Confirmed mathematical knowledge of specialized risk models such as those used in hedging, economic scenario generation, catastrophe, credit risk, etc. Advanced understanding of risk management operations such as asset-liability management, portfolio risk assessment, hedging, etc. Sophisticated communication and presentation skills. Advanced proficiency with Excel and Powerpoint. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values : Regularly and consistently demonstrates Nationwide Values. Job Conditions : Overtime Eligibility : Not Eligible (Exempt) Working Conditions : Normal office environment. ADA : The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. We have an array of benefits to fit your needs, including : medical / dental / vision, life insurance, short and long term disability coverage,paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. Create a job alert for this search Investment Consultant • Columbus, One Nationwide Plaza, Ohio, US #J-18808-Ljbffr
Financial Representative
Posted 2 days ago
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Job Description
COLUMBUS SOUTHWEST OH
Default: Location : City
GROVE CITY
Overview
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
- Identify market(s) and develop appropriate marketing plan.
- Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
- Adequately prepare for all appointments through established processes.
- Conduct all appointments using Western & Southern Life consultative practices and processes.
- Effectively sell insurance and investment solutions.
- Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
- Market for the purposes of developing the Western & Southern Life brand at the local level.
- Proactively develop community relationships to cultivate and strengthen presence in target market(s).
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
- Accurately maintain client and company records, payments, etc., in a timely manner.
- Operate an automobile during both day and night hours.
- High level of integrity.
- Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills including listening, speaking and writing.
- Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
- The ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willing and able to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Obtain and hold State Life and Health license prior to hire.
- Access to an automobile and ability to maintain a valid driver's license.