We are seeking an IT Business Analyst II to join our Service Management Office (SMO), as part of the Information Technology (IT) department. The ITSM IT Business Analyst has a strong understanding of IT Service Management processes such as Incident, Problem, ...
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Provide Compliance support for insurance sales and product development. As directed by Compliance Director, work with internal and external business partners on legal, compliance and related matters. Policy Filings: Prepare and review new policy forms, ...
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The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The ...
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Overview: Summary of Responsibilities:Functions as an internal consultant to the Client Relationship Center (CRC) in regard to data analysis and reporting. Responsible for ensuring the accurate and timely creation and distribution of reporting to all CRC ...
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Overview Summary of Responsibilities: Responsible for the implementation of the Goals Based Planning Process within top tier client relationships. Develops, produces and prepares customized financial plans to meet the needs of Private Client Group clients. In ...
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Western and Southern has an excellent opportunity for a Financial Representative in your area. Our agents help our middle market customers meet their financial goals using a robust portfolio of solutions. As part of our Sales team, you will : • Provide ...
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Summary of Responsibilities: Supports and promotes the sale of investment products (mutual funds, variable annuities, EIAs and indexed universal life) through the Western & Southern Agency Field Financial Representatives and Managers. Partners with Senior ...
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Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to ...
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Overview: Summary of Responsibilities:Conducts research and analysis on compensation programs, policies and practices. Coordinates the Western & Southern Financial Group’s (W) job evaluation program, ensuring positions are evaluated through market pricing and ...
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