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A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...
The Customer Service & Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.
Individual contributor that works under limited supervision. Applies subject matter knowledge; requires capacity to understand specific needs or requirements to apply skills/knowledge. Project facilitator who guides cross-functional teams in executing the principles of the Agile Scrum and Kanban framework. Provides servant leadership to a team or teams and facilitates planning, team learning in the form of reviews and retrospectives, and adaptation of the process to ensure quality of team/solutions. Provides training and mentorship to new teams and junior Scrum Masters. Champions Agile principles and the framework to the organization. Ensures the tracking and reporting of daily activities. Responsible for removing impediments that prevent a team from completing the work it has...
Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...
Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...
Establishes with clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the team lead or manager when necessary. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources.
Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
Responsible for creating the content strategy for Touchstone Investments. Develops and executes upon a detailed plan for the creation, management and promotion of engaging content in the form of product-related content (fund fact sheets and commentaries), sales presentations, events, email, webpages and similar. This strategy will support the business' sales goals by identifying the types of content that will help pursue those goals, and by tracking usage performance. The content is expected to both drive traffic to our online platforms, and sales teams, while providing value to customers and prospective customers. Proactively collaborates with internal customers/sales and product management to define and deliver business and/or project needs. Oversight...
The Corporate Flight Administrator is responsible for coordinating all aspects of corporate aircraft operations to ensure safe, efficient and seamless travel experiences for senior management and other authorized passengers. This role manages flight scheduling, passenger communication, trip logistics, and maintenance coordination in close collaboration with a dedicated aircraft management company, flight crew, and executive staff. Demonstrates exceptional attention to detail, professionalism and discretion while supporting a dynamic travel schedule.
Individual contributor that works under limited supervision. Applies subject matter knowledge; requires capacity to understand specific needs or requirements to apply skills/knowledge. Project facilitator who guides cross-functional teams in executing the principles of the Agile Scrum and Kanban framework. Provides servant leadership to a team or teams and facilitates planning, team learning in the form of reviews and retrospectives, and adaptation of the process to ensure quality of team/solutions. Provides training and mentorship to new teams and junior Scrum Masters. Champions Agile principles and the framework to the organization. Ensures the tracking and reporting of daily activities. Responsible for removing impediments that prevent a team from completing the work it has...
This role works closely with the SQA and Development Leadership to define data warehouse and Business Intelligence testing strategy and processes in line with enterprise standards. The candidate is responsible for creating, executing and maintaining a project level data testing strategy and framework for a given set of data testing tools and demonstrating innovations to increase data warehouse testing efficiency.
Works closely with the testing and development teams to create automation scripts in line with existing functional aspects of the application's testing efforts. Responsible for creating and maintaining automated scripts library.
Works closely with the program testing manager to define functional test automation strategy and processes. Responsible for creating, executing and maintaining a program level automation testing strategy and automation test framework for a given set of automation tools; creating custom controls; mentoring the test automation developers; and demonstrating innovations to increase testing efficiency and maximize the testing investments returns.
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy. Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client's long-term objectives. Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds. Monitor the individual...
Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.
Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.