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Financial Consultant Insurance Jobs in Indiana (NOW HIRING)

Life Insurance Sales Consultant

Carmel, IN · On-site +1

$45K - $85K/yr

About Cochran & Vogt Financial Group Cochran & Vogt Financial Group is committed to helping hard ... Position Overview As a Life Insurance Sales Consultant , you will work with individuals and ...

$75K/yr

About Platinum Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by ...

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Financial Consultant Insurance information

What are the key skills and qualifications needed to thrive as a Financial Consultant in Insurance, and why are they important?

To thrive as a Financial Consultant in Insurance, you need expertise in financial planning, insurance products, sales, and a relevant degree or industry certifications such as CFP or LUTCF. Proficiency with financial analysis software, CRM systems, and insurance quoting tools is commonly required. Outstanding interpersonal skills, active listening, and the ability to build trust help consultants connect with clients and tailor solutions. These skills enable consultants to deliver tailored financial strategies, foster long-term client relationships, and ensure compliance in a highly regulated industry.

How much does a financial consultant earn?

The average salary for a financial consultant is around $65,000 to $85,000 per year, depending on experience, location, and certifications such as the CFP. Many financial consultants also earn commissions or bonuses based on client sales and performance. Entry-level positions may start lower, while experienced professionals with specialized skills can earn significantly more.

What is the role of an insurance financial consultant?

An insurance financial consultant advises clients on insurance products and financial planning strategies to help them meet their financial goals. They analyze clients' needs, recommend suitable policies, and often hold certifications such as CFP or CLU to ensure expertise. The role involves strong communication skills and knowledge of insurance regulations and market options.

Is 200,000 enough to work with a financial advisor?

For a Financial Consultant Insurance, having $200,000 can be sufficient to start working with a financial advisor, especially if it is intended for investment or insurance planning. The adequacy depends on individual financial goals, the advisor's fee structure, and the complexity of the services needed; some advisors require minimum investments or assets under management. It is important to discuss your specific financial situation and objectives with the advisor to determine if this amount aligns with your planning needs.

What is the difference between Financial Consultant Insurance vs Financial Advisor?

AspectFinancial Consultant InsuranceFinancial Advisor
CertificationsCFP, ChFC, insurance licensesCFP, ChFC, Series 7/66
Work EnvironmentInsurance firms, financial planning firmsIndependent, bank, or firm-based
Primary FocusInsurance products and risk managementComprehensive financial planning and investments

Financial Consultant Insurance primarily focuses on insurance products and risk management, often working within insurance firms or financial planning companies. In contrast, a Financial Advisor offers broader financial planning services, including investments and retirement planning. While both roles require similar certifications, their work environments and client focus differ, making each suited to different client needs and career paths.

What are Financial Consultant Insurance professionals?

Financial Consultant Insurance professionals are experts who provide clients with advice on insurance products and financial planning. They assess clients’ financial needs, recommend appropriate insurance policies, and help develop strategies for risk management, wealth accumulation, and retirement planning. Their role often involves analyzing market trends, explaining policy details, and assisting with claims or policy adjustments. By combining knowledge of finance and insurance, they help individuals and businesses make informed decisions to protect their financial future.

How do Financial Consultant Insurance professionals typically collaborate with underwriters and claims adjusters?

Financial Consultant Insurance professionals often work closely with underwriters to assess client risk profiles and recommend suitable insurance products. They collaborate with claims adjusters to help clients understand the claims process and ensure timely resolution of issues. This cross-functional teamwork ensures clients receive tailored coverage and effective support throughout their insurance journey, enhancing both customer satisfaction and retention.

Can financial advisors make $500,000 a year?

Financial consultants or advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in areas like estate planning or investment management. High earnings often depend on commission, fees, and the ability to attract high-net-worth clients, with top performers in the industry reaching or exceeding this level.
What are popular job titles related to Financial Consultant Insurance jobs in Indiana? For Financial Consultant Insurance jobs in Indiana, the most frequently searched job titles are:
What cities in Indiana are hiring for Financial Consultant Insurance jobs? Cities in Indiana with the most Financial Consultant Insurance job openings:
Financial Consultant - Finance Systems, Services & Automation

Financial Consultant - Finance Systems, Services & Automation

Elevance Health

Indianapolis, IN • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz

198th of 299 rated insurance


Job description

Anticipated End Date:

2026-08-17

Position Title:

Financial Consultant - Finance Systems, Services & Automation

Job Description:

Financial Consultant

Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

PLEASE NOTE: This position is not eligible for current or future visa sponsorship.

The Financial Consultant role is responsible for supporting and maintaining critical financial applications and tools used for center of excellence and management reporting

How You Will Make an Impact:

  • Establish, improve, and optimize process to support business operations and system integration.
  • Identify opportunities for automation and process improvement.
  • Create and maintain operational documentation and knowledge articles.
  • Analyzes and designs solutions to address varied and highly complex business needs.
  • May collaborate with businesses and technical areas to implement new or enhanced products.
  • May require strong knowledge of products as well as our internal business models and data systems.
  • May coordinate with external audits as appropriate.
  • Acts as the central contact with internal departments and external auditors.

Minimum Requirements:

Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Qualifications and Experiences:

  • Degree in Computer Science is desirable.
  • Excellent leadership, problem solving, organizational, planning, presentation and interpersonal skills strongly preferred.
  • Ability to work independently and draw up plans to address issues/concerns strongly preferred.
  • Ability to explore solutions leveraging tools and applications
  • Knowledge in Oracle EPM, SmartView, Service Now, Blackline and SQL highly preferred
  • Passionate on leveraging AI for automation and process excellence

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

AFA > Financial Reporting, Planning & Analysis

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.


Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.


How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.


We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.


Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.


The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.


Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.


Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.


What Elevance Health employees say

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Get the full story on Breakroom


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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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