Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Provide holistic investment, insurance, and charitable giving. * Maintain a strong knowledge of ... Function effectively as part of a consultant team approach. * Acquire and maintain a working ...
Quick apply
Provide holistic investment, insurance, and charitable giving. * Maintain a strong knowledge of ... Function effectively as part of a consultant team approach. * Acquire and maintain a working ...
VP, Financial Consultant - Carmel, IN
Carmel, IN · On-site
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be ...
VP, Financial Consultant - Carmel, IN
Carmel, IN · On-site
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be ...
VP, Financial Consultant - Carmel, IN
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Health, dental, and vision insurance
VP, Financial Consultant - Carmel, IN
$70K - $90K/yr
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Health, dental, and vision insurance
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Health, dental, and vision insurance
As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic ... Health, dental, and vision insurance
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Life Insurance Sales Consultant
Bloomington, 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 ...
Quick apply
Life Insurance Sales Consultant
Bloomington, 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 ...
Life Insurance Sales Consultant
Indianapolis, 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 ...
Quick apply
Life Insurance Sales Consultant
Indianapolis, 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 ...
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 ...
Quick apply
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 ...
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $43.17/hr
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... A valid and active Life and Health Insurance license is required (may be obtained under a condition ...
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $43.17/hr
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... A valid and active Life and Health Insurance license is required (may be obtained under a condition ...
Investment Consultant - Carmel, IN
$24.66 - $43.17/hr
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... Health, dental, and vision insurance
Investment Consultant - Carmel, IN
$24.66 - $43.17/hr
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... Health, dental, and vision insurance
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... Health, dental, and vision insurance
The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role ... Health, dental, and vision insurance
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
$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 ...
$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 ...
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 ...
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 ...
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 ...
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 ...
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?
How much does a financial consultant earn?
What is the role of an insurance financial consultant?
Is 200,000 enough to work with a financial advisor?
What is the difference between Financial Consultant Insurance vs Financial Advisor?
| Aspect | Financial Consultant Insurance | Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC, insurance licenses | CFP, ChFC, Series 7/66 |
| Work Environment | Insurance firms, financial planning firms | Independent, bank, or firm-based |
| Primary Focus | Insurance products and risk management | Comprehensive 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?
How do Financial Consultant Insurance professionals typically collaborate with underwriters and claims adjusters?
Can financial advisors make $500,000 a year?
Financial Consultant - Finance Systems, Services & Automation
Indianapolis, IN • Hybrid
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 26 days ago
Elevance Health rating
7.7
Based on 348 frontline employees who took The Breakroom Quiz
198th of 299 rated insurance
Job description
Anticipated End Date:
2026-08-17Position Title:
Financial Consultant - Finance Systems, Services & AutomationJob 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 ExemptWorkshift:
1st Shift (United States of America)Job Family:
AFA > Financial Reporting, Planning & AnalysisPlease 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
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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