3,106 Wellness Consultant jobs in the United States
Health & Wellness Consultant
70001 Metairie, Louisiana
HUB International
Posted today
Job Viewed
Job Description
**ABOUT HUB INTERNATIONAL:**
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**WHAT WE OFFER YOU:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ **Competitive salaries and benefits offerings**
+ **Medical/dental/vision insurance and voluntary insurance options**
+ **Health Savings Account funding**
+ **401k matching program**
+ **Company paid Life and Short-Term Disability Plans**
+ **Supplemental Life and Long-Term Disability Options**
+ **Comprehensive Wellness Program**
+ **Paid Parental Leave**
+ **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off**
+ **Great work/life balance, because that's important for all of us!**
+ **Focus on creating a meaningful environment through employee engagement events**
+ **The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!**
+ **Growth potential - HUB is constantly growing and so can your career!**
+ **A rewarding career that helps local businesses in the community**
+ **Strong community support and involvement through HUB Gives**
**SUMMARY:**
Serve as a primary resource for Hub International Gulf South client-focused, customized health and wellness programs. Coordinate and facilitate various wellness program activities aimed at improving employee health and well-being. Evaluate potential strategic partners to assist clients in achieving objectives.
**ESSENTIAL DUTIES AND RESPONSIBILITIES:**
**Client Support**
+ Works as an integral member of the client service team by being a strategic subject matter expert in corporate wellbeing strategy, helping to both gain new clients, and retain current clients
+ Educates clients on proactive health promotion strategies and programs to improve workforce well-being and productivity
+ Works closely with wellness vendor partner(s) and regional carriers and TPAs to implement wellness strategies that serve each client's goals and help them to grow and develop their program over time
+ Fosters and maintains positive, effective and long-term client/customer relations
+ Gains a keen understanding of clients' culture, organizational structure, geographic locations, industry nuances, employee communication strategies, education level, shifts and schedules to help recommend appropriate programs and resources
+ Conducts client assessments and employee surveys to provide insight on employee/employer relationship, program interests and recommended program design
+ Analyzes aggregate data employee surveys, health risk assessments, and health screenings to assess the needs of the population and develop annual wellness goals
+ Makes recommendations for overall wellness program incentive design to maximize enrollment, client engagement, and positively impact behavior
+ Provides written proposals from wellness vendors and schedules webinars/in-person presentations for clients to assess vendors
+ Provides client with basic annual calendar of targeted focus areas and promotes utilization of the Choosewell Online portal for the client to access articles, newsletters, challenges, tips sheets and promotional materials, along with tools and resources from carriers and stand-alone wellness vendors as necessary.
+ Provides guidelines for the group to form an internal wellness team, who along with leadership and/or carrier/wellness vendors, facilitates the execution the client's plan throughout the year
+ Provides strategic/operational guidance as needed throughout the year, staying in regular contact with the client, updating action-items and ensuring the program deliverables are on task
+ Assists client with a basic communications plan to support their program
+ Partners with internal and external stakeholders (human resources, marketing, operations, legal, finance/accounting, producers, consultants, carriers and other service providers) to coordinate and execute strategy for client
+ Helps client set appropriate benchmarks for measuring program outcomes (VOI)
+ Analyzes vendor reports and provides an overarching picture of program success or deficits.
+ Uses data to improve HUB or partner services and programs offered to clients.
**Practice Promotion**
+ Stays informed of trends, developments and legislation in the wellness and care management field to make recommended changes and help ensure compliance for clients' programs
+ Documents best practices, client and member testimonials and case studies
+ Continually foster innovation, and gain industry insight through involvement in industry-related associations and organizations.
+ Continually evaluate wellness solutions, vendors, potential partnerships and resources to bring vetted options to HUB Clients and identify new revenue opportunities
+ Collaborates with Health & Performance team nationally to further the practice charter, develop shared content and drive practice innovation.
+ Participates enthusiastically in team calls, projects and meetings
+ Utilizes Air Table data base to track all client activity and provide monthly reporting to regional leadership
+ Performs other related duties as assigned by manager
**REQUIREMENTS:**
+ Bachelor's degree in business, health promotion, marketing, communications, or related business field required.
+ 5+ years wellness consulting experience in a business environment.
+ Candidates with insurance brokerage or carrier/TPA wellness consulting experience highly preferred.
+ Strong understanding of business wellness concepts, practices, program compliance and procedures.
+ Certified corporate wellness specialist (CCWS), certified worksite wellness specialist (CWWS), or certified worksite wellness program manager (CWWPM) designation preferred
+ Creative problem solving and project management skills.
+ Enthusiastic approach to life and wellbeing.
+ Excellent communication skills (listens, speaks, and writes well)
+ Able to interact professionally with people of various responsibility and authority including C-Level decision makers
+ Good aptitude for details and organization, ability to handle workflow and deadlines and manage multiple tasks simultaneously.
+ Good analytical capabilities, able to manage data and lists and basic import/export functionality
+ Good working knowledge of computers (MS Word, Internet, MS Outlook, MS Excel, Microsoft Teams and other virtual meeting tools) required. Able to learn new systems and programs quickly.
+ Knowledge of employee benefit terminology, concepts, practices, and processes.
+ Participates in continuous learning and training for the industry and position; is driven to find and coordinate learning opportunities for others, especially in areas that impact their health and wellbeing.
+ Models and exemplifies the NBCG Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**WHAT WE OFFER YOU:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ **Competitive salaries and benefits offerings**
+ **Medical/dental/vision insurance and voluntary insurance options**
+ **Health Savings Account funding**
+ **401k matching program**
+ **Company paid Life and Short-Term Disability Plans**
+ **Supplemental Life and Long-Term Disability Options**
+ **Comprehensive Wellness Program**
+ **Paid Parental Leave**
+ **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off**
+ **Great work/life balance, because that's important for all of us!**
+ **Focus on creating a meaningful environment through employee engagement events**
+ **The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!**
+ **Growth potential - HUB is constantly growing and so can your career!**
+ **A rewarding career that helps local businesses in the community**
+ **Strong community support and involvement through HUB Gives**
**SUMMARY:**
Serve as a primary resource for Hub International Gulf South client-focused, customized health and wellness programs. Coordinate and facilitate various wellness program activities aimed at improving employee health and well-being. Evaluate potential strategic partners to assist clients in achieving objectives.
**ESSENTIAL DUTIES AND RESPONSIBILITIES:**
**Client Support**
+ Works as an integral member of the client service team by being a strategic subject matter expert in corporate wellbeing strategy, helping to both gain new clients, and retain current clients
+ Educates clients on proactive health promotion strategies and programs to improve workforce well-being and productivity
+ Works closely with wellness vendor partner(s) and regional carriers and TPAs to implement wellness strategies that serve each client's goals and help them to grow and develop their program over time
+ Fosters and maintains positive, effective and long-term client/customer relations
+ Gains a keen understanding of clients' culture, organizational structure, geographic locations, industry nuances, employee communication strategies, education level, shifts and schedules to help recommend appropriate programs and resources
+ Conducts client assessments and employee surveys to provide insight on employee/employer relationship, program interests and recommended program design
+ Analyzes aggregate data employee surveys, health risk assessments, and health screenings to assess the needs of the population and develop annual wellness goals
+ Makes recommendations for overall wellness program incentive design to maximize enrollment, client engagement, and positively impact behavior
+ Provides written proposals from wellness vendors and schedules webinars/in-person presentations for clients to assess vendors
+ Provides client with basic annual calendar of targeted focus areas and promotes utilization of the Choosewell Online portal for the client to access articles, newsletters, challenges, tips sheets and promotional materials, along with tools and resources from carriers and stand-alone wellness vendors as necessary.
+ Provides guidelines for the group to form an internal wellness team, who along with leadership and/or carrier/wellness vendors, facilitates the execution the client's plan throughout the year
+ Provides strategic/operational guidance as needed throughout the year, staying in regular contact with the client, updating action-items and ensuring the program deliverables are on task
+ Assists client with a basic communications plan to support their program
+ Partners with internal and external stakeholders (human resources, marketing, operations, legal, finance/accounting, producers, consultants, carriers and other service providers) to coordinate and execute strategy for client
+ Helps client set appropriate benchmarks for measuring program outcomes (VOI)
+ Analyzes vendor reports and provides an overarching picture of program success or deficits.
+ Uses data to improve HUB or partner services and programs offered to clients.
**Practice Promotion**
+ Stays informed of trends, developments and legislation in the wellness and care management field to make recommended changes and help ensure compliance for clients' programs
+ Documents best practices, client and member testimonials and case studies
+ Continually foster innovation, and gain industry insight through involvement in industry-related associations and organizations.
+ Continually evaluate wellness solutions, vendors, potential partnerships and resources to bring vetted options to HUB Clients and identify new revenue opportunities
+ Collaborates with Health & Performance team nationally to further the practice charter, develop shared content and drive practice innovation.
+ Participates enthusiastically in team calls, projects and meetings
+ Utilizes Air Table data base to track all client activity and provide monthly reporting to regional leadership
+ Performs other related duties as assigned by manager
**REQUIREMENTS:**
+ Bachelor's degree in business, health promotion, marketing, communications, or related business field required.
+ 5+ years wellness consulting experience in a business environment.
+ Candidates with insurance brokerage or carrier/TPA wellness consulting experience highly preferred.
+ Strong understanding of business wellness concepts, practices, program compliance and procedures.
+ Certified corporate wellness specialist (CCWS), certified worksite wellness specialist (CWWS), or certified worksite wellness program manager (CWWPM) designation preferred
+ Creative problem solving and project management skills.
+ Enthusiastic approach to life and wellbeing.
+ Excellent communication skills (listens, speaks, and writes well)
+ Able to interact professionally with people of various responsibility and authority including C-Level decision makers
+ Good aptitude for details and organization, ability to handle workflow and deadlines and manage multiple tasks simultaneously.
+ Good analytical capabilities, able to manage data and lists and basic import/export functionality
+ Good working knowledge of computers (MS Word, Internet, MS Outlook, MS Excel, Microsoft Teams and other virtual meeting tools) required. Able to learn new systems and programs quickly.
+ Knowledge of employee benefit terminology, concepts, practices, and processes.
+ Participates in continuous learning and training for the industry and position; is driven to find and coordinate learning opportunities for others, especially in areas that impact their health and wellbeing.
+ Models and exemplifies the NBCG Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
View Now
0
Health & Wellness Consultant
30309 Midtown Atlanta, Georgia
HUB International
Posted today
Job Viewed
Job Description
**ABOUT HUB INTERNATIONAL:**
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**WHAT WE OFFER YOU:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ **Competitive salaries and benefits offerings**
+ **Medical/dental/vision insurance and voluntary insurance options**
+ **Health Savings Account funding**
+ **401k matching program**
+ **Company paid Life and Short-Term Disability Plans**
+ **Supplemental Life and Long-Term Disability Options**
+ **Comprehensive Wellness Program**
+ **Paid Parental Leave**
+ **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off**
+ **Great work/life balance, because that's important for all of us!**
+ **Focus on creating a meaningful environment through employee engagement events**
+ **The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!**
+ **Growth potential - HUB is constantly growing and so can your career!**
+ **A rewarding career that helps local businesses in the community**
+ **Strong community support and involvement through HUB Gives**
**SUMMARY:**
Serve as a primary resource for Hub International Gulf South client-focused, customized health and wellness programs. Coordinate and facilitate various wellness program activities aimed at improving employee health and well-being. Evaluate potential strategic partners to assist clients in achieving objectives.
**ESSENTIAL DUTIES AND RESPONSIBILITIES:**
**Client Support**
+ Works as an integral member of the client service team by being a strategic subject matter expert in corporate wellbeing strategy, helping to both gain new clients, and retain current clients
+ Educates clients on proactive health promotion strategies and programs to improve workforce well-being and productivity
+ Works closely with wellness vendor partner(s) and regional carriers and TPAs to implement wellness strategies that serve each client's goals and help them to grow and develop their program over time
+ Fosters and maintains positive, effective and long-term client/customer relations
+ Gains a keen understanding of clients' culture, organizational structure, geographic locations, industry nuances, employee communication strategies, education level, shifts and schedules to help recommend appropriate programs and resources
+ Conducts client assessments and employee surveys to provide insight on employee/employer relationship, program interests and recommended program design
+ Analyzes aggregate data employee surveys, health risk assessments, and health screenings to assess the needs of the population and develop annual wellness goals
+ Makes recommendations for overall wellness program incentive design to maximize enrollment, client engagement, and positively impact behavior
+ Provides written proposals from wellness vendors and schedules webinars/in-person presentations for clients to assess vendors
+ Provides client with basic annual calendar of targeted focus areas and promotes utilization of the Choosewell Online portal for the client to access articles, newsletters, challenges, tips sheets and promotional materials, along with tools and resources from carriers and stand-alone wellness vendors as necessary.
+ Provides guidelines for the group to form an internal wellness team, who along with leadership and/or carrier/wellness vendors, facilitates the execution the client's plan throughout the year
+ Provides strategic/operational guidance as needed throughout the year, staying in regular contact with the client, updating action-items and ensuring the program deliverables are on task
+ Assists client with a basic communications plan to support their program
+ Partners with internal and external stakeholders (human resources, marketing, operations, legal, finance/accounting, producers, consultants, carriers and other service providers) to coordinate and execute strategy for client
+ Helps client set appropriate benchmarks for measuring program outcomes (VOI)
+ Analyzes vendor reports and provides an overarching picture of program success or deficits.
+ Uses data to improve HUB or partner services and programs offered to clients.
**Practice Promotion**
+ Stays informed of trends, developments and legislation in the wellness and care management field to make recommended changes and help ensure compliance for clients' programs
+ Documents best practices, client and member testimonials and case studies
+ Continually foster innovation, and gain industry insight through involvement in industry-related associations and organizations.
+ Continually evaluate wellness solutions, vendors, potential partnerships and resources to bring vetted options to HUB Clients and identify new revenue opportunities
+ Collaborates with Health & Performance team nationally to further the practice charter, develop shared content and drive practice innovation.
+ Participates enthusiastically in team calls, projects and meetings
+ Utilizes Air Table data base to track all client activity and provide monthly reporting to regional leadership
+ Performs other related duties as assigned by manager
**REQUIREMENTS:**
+ Bachelor's degree in business, health promotion, marketing, communications, or related business field required.
+ 5+ years wellness consulting experience in a business environment.
+ Candidates with insurance brokerage or carrier/TPA wellness consulting experience highly preferred.
+ Strong understanding of business wellness concepts, practices, program compliance and procedures.
+ Certified corporate wellness specialist (CCWS), certified worksite wellness specialist (CWWS), or certified worksite wellness program manager (CWWPM) designation preferred
+ Creative problem solving and project management skills.
+ Enthusiastic approach to life and wellbeing.
+ Excellent communication skills (listens, speaks, and writes well)
+ Able to interact professionally with people of various responsibility and authority including C-Level decision makers
+ Good aptitude for details and organization, ability to handle workflow and deadlines and manage multiple tasks simultaneously.
+ Good analytical capabilities, able to manage data and lists and basic import/export functionality
+ Good working knowledge of computers (MS Word, Internet, MS Outlook, MS Excel, Microsoft Teams and other virtual meeting tools) required. Able to learn new systems and programs quickly.
+ Knowledge of employee benefit terminology, concepts, practices, and processes.
+ Participates in continuous learning and training for the industry and position; is driven to find and coordinate learning opportunities for others, especially in areas that impact their health and wellbeing.
+ Models and exemplifies the NBCG Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
**WHAT WE OFFER YOU:**
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
+ **Competitive salaries and benefits offerings**
+ **Medical/dental/vision insurance and voluntary insurance options**
+ **Health Savings Account funding**
+ **401k matching program**
+ **Company paid Life and Short-Term Disability Plans**
+ **Supplemental Life and Long-Term Disability Options**
+ **Comprehensive Wellness Program**
+ **Paid Parental Leave**
+ **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off**
+ **Great work/life balance, because that's important for all of us!**
+ **Focus on creating a meaningful environment through employee engagement events**
+ **The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!**
+ **Growth potential - HUB is constantly growing and so can your career!**
+ **A rewarding career that helps local businesses in the community**
+ **Strong community support and involvement through HUB Gives**
**SUMMARY:**
Serve as a primary resource for Hub International Gulf South client-focused, customized health and wellness programs. Coordinate and facilitate various wellness program activities aimed at improving employee health and well-being. Evaluate potential strategic partners to assist clients in achieving objectives.
**ESSENTIAL DUTIES AND RESPONSIBILITIES:**
**Client Support**
+ Works as an integral member of the client service team by being a strategic subject matter expert in corporate wellbeing strategy, helping to both gain new clients, and retain current clients
+ Educates clients on proactive health promotion strategies and programs to improve workforce well-being and productivity
+ Works closely with wellness vendor partner(s) and regional carriers and TPAs to implement wellness strategies that serve each client's goals and help them to grow and develop their program over time
+ Fosters and maintains positive, effective and long-term client/customer relations
+ Gains a keen understanding of clients' culture, organizational structure, geographic locations, industry nuances, employee communication strategies, education level, shifts and schedules to help recommend appropriate programs and resources
+ Conducts client assessments and employee surveys to provide insight on employee/employer relationship, program interests and recommended program design
+ Analyzes aggregate data employee surveys, health risk assessments, and health screenings to assess the needs of the population and develop annual wellness goals
+ Makes recommendations for overall wellness program incentive design to maximize enrollment, client engagement, and positively impact behavior
+ Provides written proposals from wellness vendors and schedules webinars/in-person presentations for clients to assess vendors
+ Provides client with basic annual calendar of targeted focus areas and promotes utilization of the Choosewell Online portal for the client to access articles, newsletters, challenges, tips sheets and promotional materials, along with tools and resources from carriers and stand-alone wellness vendors as necessary.
+ Provides guidelines for the group to form an internal wellness team, who along with leadership and/or carrier/wellness vendors, facilitates the execution the client's plan throughout the year
+ Provides strategic/operational guidance as needed throughout the year, staying in regular contact with the client, updating action-items and ensuring the program deliverables are on task
+ Assists client with a basic communications plan to support their program
+ Partners with internal and external stakeholders (human resources, marketing, operations, legal, finance/accounting, producers, consultants, carriers and other service providers) to coordinate and execute strategy for client
+ Helps client set appropriate benchmarks for measuring program outcomes (VOI)
+ Analyzes vendor reports and provides an overarching picture of program success or deficits.
+ Uses data to improve HUB or partner services and programs offered to clients.
**Practice Promotion**
+ Stays informed of trends, developments and legislation in the wellness and care management field to make recommended changes and help ensure compliance for clients' programs
+ Documents best practices, client and member testimonials and case studies
+ Continually foster innovation, and gain industry insight through involvement in industry-related associations and organizations.
+ Continually evaluate wellness solutions, vendors, potential partnerships and resources to bring vetted options to HUB Clients and identify new revenue opportunities
+ Collaborates with Health & Performance team nationally to further the practice charter, develop shared content and drive practice innovation.
+ Participates enthusiastically in team calls, projects and meetings
+ Utilizes Air Table data base to track all client activity and provide monthly reporting to regional leadership
+ Performs other related duties as assigned by manager
**REQUIREMENTS:**
+ Bachelor's degree in business, health promotion, marketing, communications, or related business field required.
+ 5+ years wellness consulting experience in a business environment.
+ Candidates with insurance brokerage or carrier/TPA wellness consulting experience highly preferred.
+ Strong understanding of business wellness concepts, practices, program compliance and procedures.
+ Certified corporate wellness specialist (CCWS), certified worksite wellness specialist (CWWS), or certified worksite wellness program manager (CWWPM) designation preferred
+ Creative problem solving and project management skills.
+ Enthusiastic approach to life and wellbeing.
+ Excellent communication skills (listens, speaks, and writes well)
+ Able to interact professionally with people of various responsibility and authority including C-Level decision makers
+ Good aptitude for details and organization, ability to handle workflow and deadlines and manage multiple tasks simultaneously.
+ Good analytical capabilities, able to manage data and lists and basic import/export functionality
+ Good working knowledge of computers (MS Word, Internet, MS Outlook, MS Excel, Microsoft Teams and other virtual meeting tools) required. Able to learn new systems and programs quickly.
+ Knowledge of employee benefit terminology, concepts, practices, and processes.
+ Participates in continuous learning and training for the industry and position; is driven to find and coordinate learning opportunities for others, especially in areas that impact their health and wellbeing.
+ Models and exemplifies the NBCG Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
View Now
1
PT Wellness Consultant
63025 Eureka, Missouri
Palm Beach Tan
Posted 1 day ago
Job Viewed
Job Description
Join The Leader In The Industry!
At Palm Beach Tan, we offer options for every body: sunbed tanning, spray tanning, skin care, and wellness. We're looking for passionate, hard-working individuals to represent our brand. If you're a fun-seeking, team player who thrives in a vibrant and professional environment, we want you on our team!
Why You'll Love Working With Us:
- Competitive Pay Base pay + commission opportunities!
- Welcoming Atmosphere Work in a supportive, team-focused environment where you'll feel valued.
- Training and Growth Opportunities Get expert training in customer service, sales, and leadership to help you succeed and grow.
- Goal-Setting and Achievements Learn how to set and reach personal and professional goals.
- Fun Incentives Participate in goal-related contests to keep workdays exciting and competitive.
- Benefits Package Medical and dental benefits for full-time employees, plus 401K opportunities.
- Flexible Scheduling Enjoy work-life balance with flexible schedule options, ideal for students and busy lifestyles.
- Exclusive Membership Perks:
- Complimentary Diamond Prism Tanning Membership
- Complimentary Wellness Plus Membership
- Employee discount on our premium skin care products
- Complimentary Friends and Family Diamond Membership
- Employee Rewards Program Earn free products, additional family memberships, and bonuses for long-term loyalty.
Your Responsibilities:
- Meet and exceed sales goals (measured daily, weekly, and monthly).
- Provide professional, upbeat customer consultations.
- Consult with customers on skin care, wellness options, sunbed and spray tanning options, and educate them on the Golden Rules of Tanning while ensuring all company and legal guidelines are followed.
- Maintain a clean and organized salon environment.
- Handle cash transactions and oversee opening/closing duties.
- Complete daily administrative tasks and track goals.
What We're Looking For:
- High school diploma or equivalent.
- At least 18 years old.
- Retail, Customer Service or Sales Experience helpful, but not required.
- Ability to stand, bend, and walk for up to 7 hours per day.
- Ability to lift 25 pounds without assistance.
- Reliable transportation and flexible availability, including nights and weekends.
Ready to join the leader in tanning and wellness? Apply today! Johnson/Clarke, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Compensation: $13.75 - $19.00 per hour
View Now
2
PT Wellness Consultant
Missouri, Missouri
Palm Beach Tan
Posted 5 days ago
Job Viewed
Job Description
Join the Leader in the Industry!
At Palm Beach Tan, we offer options for every body: sunbed tanning, spray tanning, skin care, and wellness. We're looking for passionate, hard-working individuals to represent our brand. If you're a fun-seeking, team player who thrives in a vibrant and professional environment, we want you on our team!
Why You'll Love Working With Us:
- Competitive Pay Base pay + commission opportunities!
- Welcoming Atmosphere Work in a supportive, team-focused environment where you'll feel valued.
- Training and Growth Opportunities Get expert training in customer service, sales, and leadership to help you succeed and grow.
- Goal-Setting and Achievements Learn how to set and reach personal and professional goals.
- Fun Incentives Participate in goal-related contests to keep workdays exciting and competitive.
- Benefits Package Medical and dental benefits for full-time employees, plus 401K opportunities.
- Flexible Scheduling Enjoy work-life balance with flexible schedule options, ideal for students and busy lifestyles.
- Exclusive Membership Perks:
- Complimentary Diamond Prism Tanning Membership
- Complimentary Wellness Plus Membership
- Employee discount on our premium skin care products
- Complimentary Friends and Family Diamond Membership
- Employee Rewards Program Earn free products, additional family memberships, and bonuses for long-term loyalty.
Your Responsibilities:
- Meet and exceed sales goals (measured daily, weekly, and monthly).
- Provide professional, upbeat customer consultations.
- Consult with customers on skin care, wellness options, sunbed and spray tanning options, and educate them on the Golden Rules of Tanning while ensuring all company and legal guidelines are followed.
- Maintain a clean and organized salon environment.
- Handle cash transactions and oversee opening/closing duties.
- Complete daily administrative tasks and track goals.
What We're Looking For:
- High school diploma or equivalent.
- At least 18 years old.
- Retail, Customer Service or Sales Experience helpful, but not required.
- Ability to stand, bend, and walk for up to 7 hours per day.
- Ability to lift 25 pounds without assistance.
- Reliable transportation and flexible availability, including nights and weekends.
Ready to join the leader in tanning and wellness? Apply today! Johnson/Clarke, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Compensation: $13.75 - $19.00 per hour
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
View Now
3
PT Wellness Consultant
63385 Wentzville, Missouri
Palm Beach Tan
Posted 5 days ago
Job Viewed
Job Description
Join The Leader In The Industry!
At Palm Beach Tan, we offer options for every body: sunbed tanning, spray tanning, skin care, and wellness. We're looking for passionate, hard-working individuals to represent our brand. If you're a fun-seeking, team player who thrives in a vibrant and professional environment, we want you on our team!
Why You'll Love Working With Us:
- Competitive Pay Base pay + commission opportunities!
- Welcoming Atmosphere Work in a supportive, team-focused environment where you'll feel valued.
- Training and Growth Opportunities Get expert training in customer service, sales, and leadership to help you succeed and grow.
- Goal-Setting and Achievements Learn how to set and reach personal and professional goals.
- Fun Incentives Participate in goal-related contests to keep workdays exciting and competitive.
- Benefits Package Medical and dental benefits for full-time employees, plus 401K opportunities.
- Flexible Scheduling Enjoy work-life balance with flexible schedule options, ideal for students and busy lifestyles.
- Exclusive Membership Perks:
- Complimentary Diamond Prism Tanning Membership
- Complimentary Wellness Plus Membership
- Employee discount on our premium skin care products
- Complimentary Friends and Family Diamond Membership
- Employee Rewards Program Earn free products, additional family memberships, and bonuses for long-term loyalty.
Your Responsibilities:
- Meet and exceed sales goals (measured daily, weekly, and monthly).
- Provide professional, upbeat customer consultations.
- Consult with customers on skin care, wellness options, sunbed and spray tanning options, and educate them on the Golden Rules of Tanning while ensuring all company and legal guidelines are followed.
- Maintain a clean and organized salon environment.
- Handle cash transactions and oversee opening/closing duties.
- Complete daily administrative tasks and track goals.
What We're Looking For:
- High school diploma or equivalent.
- At least 18 years old.
- Retail, Customer Service or Sales Experience helpful, but not required.
- Ability to stand, bend, and walk for up to 7 hours per day.
- Ability to lift 25 pounds without assistance.
- Reliable transportation and flexible availability, including nights and weekends.
Ready to join the leader in tanning and wellness? Apply today! Johnson/Clarke, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Compensation: $13.75 - $19.00 per hour
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
View Now
4
PT Wellness Consultant
62234 Collinsville, Illinois
Palm Beach Tan
Posted 5 days ago
Job Viewed
Job Description
Join the Leader in the Industry!
At Palm Beach Tan, we offer options for every body: sunbed tanning, spray tanning, skin care, and wellness. We're looking for passionate, hard-working individuals to represent our brand. If you're a fun-seeking, team player who thrives in a vibrant and professional environment, we want you on our team!
Why You'll Love Working With Us:
- Competitive Pay Base pay + commission opportunities!
- Welcoming Atmosphere Work in a supportive, team-focused environment where you'll feel valued.
- Training and Growth Opportunities Get expert training in customer service, sales, and leadership to help you succeed and grow.
- Goal-Setting and Achievements Learn how to set and reach personal and professional goals.
- Fun Incentives Participate in goal-related contests to keep workdays exciting and competitive.
- Benefits Package Medical and dental benefits for full-time employees, plus 401K opportunities.
- Flexible Scheduling Enjoy work-life balance with flexible schedule options, ideal for students and busy lifestyles.
- Exclusive Membership Perks:
- Complimentary Diamond Prism Tanning Membership
- Complimentary Wellness Plus Membership
- Employee discount on our premium skin care products
- Complimentary Friends and Family Diamond Membership
- Employee Rewards Program Earn free products, additional family memberships, and bonuses for long-term loyalty.
Your Responsibilities:
- Meet and exceed sales goals (measured daily, weekly, and monthly).
- Provide professional, upbeat customer consultations.
- Consult with customers on skin care, wellness options, sunbed and spray tanning options, and educate them on the Golden Rules of Tanning while ensuring all company and legal guidelines are followed.
- Maintain a clean and organized salon environment.
- Handle cash transactions and oversee opening/closing duties.
- Complete daily administrative tasks and track goals.
What We're Looking For:
- High school diploma or equivalent.
- At least 18 years old.
- Retail, Customer Service or Sales Experience helpful, but not required.
- Ability to stand, bend, and walk for up to 7 hours per day.
- Ability to lift 25 pounds without assistance.
- Reliable transportation and flexible availability, including nights and weekends.
Ready to join the leader in tanning and wellness? Apply today! Johnson/Clarke, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Compensation: $15.00 - $20.00 per hour
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
View Now
5
Financial Wellness Consultant
19893 Wilmington, Delaware
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant, you will be within PNC's Organizational Financial Wellness team. This position is primarily based in Wilmington, DE. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for their organization, which will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and retirement plans. Additionally, you will work closely with our internal corporate partners to create new opportunities within the dedicated territory, while expanding our client base.
Bilingual Spanish Preferred.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant, you will be within PNC's Organizational Financial Wellness team. This position is primarily based in Wilmington, DE. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for their organization, which will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and retirement plans. Additionally, you will work closely with our internal corporate partners to create new opportunities within the dedicated territory, while expanding our client base.
Bilingual Spanish Preferred.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
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6
Financial Wellness Consultant
85067 Phoenix, Arizona
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant, within PNC's Organizational Financial Wellness, you will be primarily based in Phoenix, AZ. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives.
In this role, you will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business.
Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors (Required)
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant, within PNC's Organizational Financial Wellness, you will be primarily based in Phoenix, AZ. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives.
In this role, you will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business.
Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors (Required)
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
7
Financial Wellness Consultant
27608 Glenwood, North Carolina
PNC
Posted 1 day ago
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is primarily based in Raleigh, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
As a Financial Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for a client's organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts including, but not limited to, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), student debt solutions, earned wage access (EWA), and retirement plan services. You will employ a consultative
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is primarily based in Raleigh, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
As a Financial Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for a client's organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts including, but not limited to, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), student debt solutions, earned wage access (EWA), and retirement plan services. You will employ a consultative
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
8
Financial Wellness Consultant
28407 Marshville, North Carolina
PNC
Posted 1 day ago
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is primarily based in Wilmington, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
As a Financial Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for a client's organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts including, but not limited to, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), student debt solutions, earned wage access (EWA), and retirement plan services. You will employ a consultative
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is primarily based in Wilmington, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
As a Financial Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for a client's organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts including, but not limited to, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), student debt solutions, earned wage access (EWA), and retirement plan services. You will employ a consultative
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
9