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Shield Financial Jobs in Utah (NOW HIRING)

Conservice

Account Executive - Capturis

Logan, UT · On-site

Assume full accountability for the financial health, preventative retention strategies, and "Upsell ... Act as the primary "Shield" for the squad-stepping in to solve complex client disputes and internal ...

Slant

Customer Operations Specialists

Lehi, UT · On-site

$60K - $80K/yr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million ... shield to our developers. Our Customer Operations Specialists know which things are worthy of ...

SLANT, Inc.

Customer Operations Specialists

Lehi, UT · On-site

Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either ... shield to our developers. Our Customer Operations Specialists know which things are worthy of ...

Slant

Customer Success Manager

Lehi, UT · On-site

$60K - $80K/yr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million ... shield to our developers. Our CSMs know which things are worthy of escalating to engineering and ...

SLANT, Inc.

Customer Success Manager

Lehi, UT · On-site

Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either ... shield to our developers. Our CSMs know which things are worthy of escalating to engineering and ...

Freedom Warranty

Be Seen First

B2B Outside Sales Representative

Salt Lake City, UT · On-site

Outside Sales Auto Sales Warranty Sales F&I (Finance & Insurance) Vehicle Service Contracts (VSC ... shield them from unexpected repairs. By providing superior service to our contract holders, we ...

Heihotels

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

eBay, Inc.

Seller Risk Policy Manager

Draper, UT · On-site

  • Medical

  • Retirement

  • PTO

... shield buyers and eBay from fraud and abuse. Our team manages the strategy and foundational ... Develop seller lifecycle risk approaches across listing, transaction, payout, financial instruments ...

Heihotels

$17 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

HEI Hotels and Resorts

Night Audit

Salt Lake City, UT · On-site

$17 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

No Overview Perform the night audit operations to ensure the maintenance of financial controls, and ... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ...

HEI Hotels & Resorts

Night Audit

Salt Lake City, UT · On-site

$17 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

HEI Hotels and Resorts

Night Audit

Salt Lake City, UT · On-site

$17 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

No Overview Perform the night audit operations to ensure the maintenance of financial controls, and ... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ...

Heihotels

$13.75 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

HEI Hotels and Resorts

Hostess

Salt Lake City, UT · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ... For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal ...

Heihotels

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

Heihotels

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

HEI Hotels and Resorts

Outlet 1 Food Server I

Salt Lake City, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ... For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal ...

Propak

Sit Down Forklift Operator

Salt Lake City, UT · On-site

$18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Medical, Dental, and Vision Insurance - 3 medical plan options through Blue Cross Blue Shield with ... Financial Wellness Consultant. * Flexible Benefits - Multiple plan options to fit your needs and ...

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All JobsShield Financial JobsShield Financial Jobs in Utah

Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.

What are popular job titles related to Shield Financial jobs in Utah?

For Shield Financial jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Shield Financial jobs in Utah look for?

The top searched job categories for Shield Financial jobs in Utah are:

What cities in Utah are hiring for Shield Financial jobs?

Cities in Utah with the most Shield Financial job openings:

Shield Financial jobs near you
Infographic showing various Shield Financial job openings in Utah as of August 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 100% In-person job distribution.

Account Executive - Capturis

Conservice

Logan, UT • On-site

Full-time

Posted 4 days ago

Conservice rating

7.4

Company rating: 7.4 out of 10

Based on 59 frontline employees who took The Breakroom Quiz

37th of 53 rated energy and utility

Job description

Account Executive - Revenue
Department: Capturis
Company Culture
When you join Capturis, you join a team that has been rooted in Mandan, North Dakota for more than 25 years. As part of the Conservice family - the nation's leading utility management provider - we are backed by the strength, resources, and stability of an industry leader, with the agility of a growth-stage business. Our culture is built on collaboration, ownership, and a relentless commitment to our clients in the utility and energy space. We celebrate high performance, invest in mentorship and knowledge sharing, and empower our people to solve complex problems and grow. Our core values model being Curious, Passionate, Servant-Minded and Trustworthy.
Overview & Internal Context
The Account Executive (Portfolio & Client Excellence) is a high-impact, strategic role responsible for the financial health, retention, and growth of a designated squad's client portfolio. Serving as a cornerstone of operational excellence, this role transitions away from individual task-level work to focus on squad leadership, standard operating procedure enforcement, and team capability building.
The ideal candidate is a seasoned client advocate and strategic leader with a proven ability to manage complex enterprise relationships while directly coaching and upskilling Client Account Representatives (CARs). This position ensures that every account in our patch achieves maximum value and that the squad maintains peak performance and revenue stability.
Core Responsibilities
In alignment with the EOS framework defined in the Revenue Organization framework, the Account Executive owns the following core functions for their squad:
  • LMA (Lead, Manage, Accountability): Directly lead, manage, and hold the Client Account Representatives (CARs) within your specific patch or squad accountable for their daily results, operational metrics, and performance standards.
  • Squad Client Retention & Upsell Goals: Assume full accountability for the financial health, preventative retention strategies, and "Upsell/Expansion" revenue growth across your designated squad's client portfolio.
  • Success Playbook Adherence: Enforce strict compliance with our standard customer success playbooks, ensuring that every CAR consistently performs high-quality Business Reviews and regular client Health Checks.
  • CAR Mentorship & Skill Development: Serve as the primary mentor and coach for the CARs within your patch, directly sharpening their skills in account strategy, complex negotiations, high-level troubleshooting, and identifying organic expansion opportunities.
  • Escalation Management: Act as the primary "Shield" for the squad-stepping in to solve complex client disputes and internal friction with the Response or Support wings so that CARs can remain focused and client-facing.

Internal Qualifications & Requirements
  • Proven Account & Portfolio Leadership: A demonstrated track record of achieving and exceeding client management, retention, and portfolio growth targets.
  • Mentorship & Coaching Capability: Proven experience in mentoring, coaching, or leading team members in a fast-paced, high-performance customer success environment.
  • Strategic Problem-Solving: Strong experience navigating complex enterprise processes, bill payment workflows, and delivering cost savings or sustainability value in the utility and energy space.
  • Executive Presentation Skills: Exceptional verbal and written communication skills, with total comfort presenting long-term strategic account maps to corporate senior stakeholders.
  • Good Standing & Core Values: Candidate must possess unquestionable integrity, a strong work ethic, and currently have no active or previous history of performance concerns. Adherence to the Capturis values of Curious, Passionate, Servant-Minded, and Trustworthy.

Qualifications & Preferred skills
  • 5+ years of progressive experience in Account Management, Account Executive, or Client Success roles, preferably in the utility or energy field.
  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Familiarity with deregulated U.S. electricity, natural gas markets, and corporate sustainability initiatives.
  • Strong technical proficiency with Microsoft Office suite (Excel, PowerPoint, Word, Outlook).
  • Comfortable operating within an entrepreneurial, growth-stage, performance-driven environment with multiple competing deadlines.

What Success Looks Like
Your performance as an Account Executive is evaluated against the financial health of your squad execution excellence, team development and creating CAPTURIS FANATICS:
  • Consistently hitting or exceeding the squad's portfolio retention (GRR) and expansion/upsell (NRR) revenue targets.
  • Ensuring 100% squad adherence to the Success Playbook, including timely execution of Quarterly Business Reviews (QBRs) and client Health Checks.
  • Effectively serving as the squad's primary shield-resolving internal friction, complex billing issues, and client escalations cleanly.
  • Proactively identifying portfolio risk factors early (e.g., account contraction, churn indicators) and implementing swift intervention plans.
  • Fostering a strong culture of accountability and continuous improvement by actively mentoring CARs and developing them into high-performing account owners.

  • 5+ years of progressive experience in Account Management, Account Executive, or Client Success roles, preferably in the utility or energy field.
  • Bachelor's degree in Business, Marketing, Finance, or a related field.

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