Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.

The Customer Service/Sales Associate position is a part-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.

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 the underwriting...

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...

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.

Provides advanced markets sales and technical support to all Enterprise distribution channels with primary responsibility for the Integrity Companies. Includes complex tax and legal strategies related to creative and unique case design with Enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.

Works in the dish room, covers shifts and assists the Kitchen Steward as needed. Cleans, sanitizes and stores all dishes, pots, pans, utensils and major equipment in the Cafeteria. Performs other general cleaning according to a daily Sanitation Log. Under direct supervision, is responsible for making a limited range of decisions, escalating to Lead worker and updating management as necessary.

Overall responsible for all performance and attribution information and delivery. Oversee the daily, monthly and quarterly production of accurate and timely portfolio and composite performance results and associated reporting. Review and distribute all equity and fixed income attribution data and reports. Develop and provide comprehensive risk management reporting package to FWIA and W&S Senior Management. Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS). Provide technical guidance, assign projects and direct the workflow of the associate responsible for creating the daily, monthly and quarterly reporting. Establish, implement and manage daily policy and procedures of the performance department...

Enterprise Opportunity Western & Southern Financial Group is a diversified, customer-oriented family of companies and a nationally recognized leader in consumer and business financial services. We are a Fortune 500 company that provides millions of individuals, businesses and institutions with life and health insurance, annuities, mutual funds, retirement planning and a variety of other real estate and investment management products and services through our member companies.   The nature of our products demands that we achieve exemplary...

This role is critical for accelerating end-end life insurance processing and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.

Serves as a point of contact for Cloud/infrastructure-related projects, questions and issues. Participates in the design and administration of Cloud-based infrastructure solutions working alongside Cloud Architects and other teams (e.g., Web, Database, Storage, Networking, IAM, Information Security) to ensure that initial and anticipated future business requirements are presented. Supports multiple deployment models including manual, scripted, DevOps, CI/CD/Iaac methodologies. Works with Information Security to ensure that the proposed infrastructure solution complies with our Cloud security standards.

Manages compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third-party administrators, and other sales, marketing, and distribution partners. Develops and implements compliance policies and procedures for the independent agency business and assists with other insurance compliance initiatives. As directed by Compliance Director, works with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and updating management on a...

Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.

Researches, analyzes, defines, designs, tests, checks and plans activities and applications of new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, relational databases, etc.), and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates...