Financial Representative
$25 per hourSedgwick
Southfield, MI Eden Prairie, MN Orlando, FL - Ingenuity Dubuque, IA Memphis, TN Dublin, OH - Glendon - 5500 Irving, TX - Royal - 2201 Indianapolis, IN - Purdue Chicago, IL R76480 By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Southfield, MI : 300 Galleria Officentre Southfield MI 48034 Dubuque, IA : 4141 Westmark Drive, Dubuque, IA 52002 Eden Prairie, MN : 11000 Prairie Lakes Drive Eden Prairie, MN 55344 Chicago, IL : 175 W. Jackson Blvd. 12th Fl. Chicago IL 60604 Dublin, OH : 5500 Glendon Court Dublin OH 43016 Irving, TX : 2201 W. Royal Lane Suite 125 Irving, TX 75063 Orlando, FL : 12650 Ingenuity Dr Orlando FL 32826 Indianapolis, IN : 8909 Purdue Road Suite 501 Indianapolis, IN 46268 PRIMARY PURPOSE To calculate employee benefit overpayments; and to obtain reimbursements from overpaid disability and worker's compensation cases. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Ensures compliance with established recovery procedures and standards. Maintains quality control. Conducts periodic file reviews of team members' files. Provides payroll administration services for claimants receiving payments from outside of company systems. Coordinates recovery activity on assigned cases. Refers cases to collection agencies as applicable. Notifies employees verbally and in writing of claim overpayments. Responsible for manual calculations of employee benefit overpayments. ADDITIONAL FUNCTIONS and RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). QUALIFICATIONS Education & Licensing Bachelor's degree from an accredited college or university preferred. Licenses as required. Experience Three (3) years of financial experience or equivalent combination of education and experience required. Claims management experience preferred. Skills & Knowledge Good knowledge of claims management Technical knowledge of recovery requirements Excellent oral and written communication, including presentation skills PC literate, including Microsoft Office products Analytical and interpretive skills Strong organizational skills Excellent interpersonal skills Excellent negotiation skills Good judgment and discretion skills Ability to work in a team environment Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical Computer keyboarding, travel as required Auditory/Visual Hearing, vision and talking The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $25.00 USD hourly. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles. Sedgwick is the world’s leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company’s expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see sedgwick.com #J-18808-Ljbffr
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...SuggestedWork at officeLocal area
- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets...SuggestedImmediate start
- ...a Fortune 100 Company. Our longtime Columbus-based client and Fortune 100 leader in the insurance and financial services sector is hiring 30+ Financial Representatives across retirement and life insurance divisions. This is an opportunity to get your foot in the door with...SuggestedWeekly payFull timeContract workWork at officeRemote workWork from home
$19 per hour
...Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 10...SuggestedWeekly payWork at officeWork from homeMonday to Friday$18.2 - $27.29 per hour
...more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an...SuggestedFlexible hours$70k - $170k
...experience, and a strong work ethic. We do not require prior financial experience or licensing. We pay for you to obtain your licensing... ...-term development and growth plan. The majority of our new representatives/advisors join without prior financial planning experience,...Full timeWork at officeLocal areaMonday to FridayFlexible hours- ...coverage Tuition reimbursement, loan assistance, and 401(k) matching Employee assistance program including mental, physical, and financial wellness Professional development and growth opportunities How you’ll contribute A Financial Counselor maintains, and processes...Full timeTemporary workWork at officeLocal areaFlexible hours
$20 - $22 per hour
...Bachelor’s degree preferred or equivalent education or experience Financial experience required; mutual fund experience preferred... ...interviewing at ApTask by 2x Sign in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000.00 2 weeks ago...Contract workSummer internship- Overview We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Dublin, OH . Responsibilities Develop meaningful and lasting relationships with clients and their families. Develop advising strategies for clients in investment planning...Full timeWork at officeImmediate start
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
$75k
...Financial AdvisorAt 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...Full timeTemporary workPart timeWork experience placementWork at office$80.9k - $115.5k
...What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week1 day per week- ...Job Description Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our...Work at office
- ...while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities,...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 10... ...finance, economics or a related field. FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law...
$41.25k - $68.75k
...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...Full timeTemporary workPart timeWork at office- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a...Afternoon shift
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$75k - $90k
Are you an early-career financial services professional who enjoys building relationships, helping clients, and turning financial recommendations into meaningful action? Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio...Private practiceWork at officeImmediate start$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift- ...As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies...Work experience placementCasual workWork at officeFlexible hoursShift work
- ...Senior Financial Services Representative Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. SmartBank is rooted...Work at officeLocal area
- ...monitoring of fund compliance and diversificationCompletion of all periodic fund questionnaires and data sheetsPreparation of all financial statements and shareholder reports for the Meeder FundsPreparation and filing of various periodic reports with the SEC, including...Work at office
$65k - $75k
...Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is...Full timeWork at office- ...We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we...
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2855 E Main Street - Columbus, Ohio 43209 This is a Hire Ahead position and will require flexibility to work at any of the area branches including: Columbus, Gahanna, Reynoldsburg, Pickerington, Grove City, Hillard Job Summary...Hourly payWork experience placementWork at officeDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- finance associate Dublin, OH
- financial counselor Dublin, OH
- associate corporate finance Dublin, OH
- financial consultant Dublin, OH
- estate planning consultant Dublin, OH
- financial planning assistant Dublin, OH
- financial planner Dublin, OH
- financial advisor associate Dublin, OH
- financial associate Dublin, OH
- financial advisor Dublin, OH


