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<h3>Job Description:</h3><p><strong>This job requires you to live in the Greater Philadelphia, PA area, as you will be working on local client campuses 4-5 days a week.</strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Workplace Financial Consultant - Philadelphia, PA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Raleigh, NC

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:</p><ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, FIA Product and Carrier Management

<br><h4>Description</h4>                Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant is a member of the Data Ops organization responsible for working directly with WI clients and their vendors, coordinating the transition or changes to their inbound and outbound data payroll files. <ul><li>We review and analyze the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services. </li><li>We establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing. </li></ul> The Expertise and Skills We’re Looking For <ul><li>Validated experience in the retirement market, client service or implementation process is a plus! </li><li>Understanding of requirements from a client, interpreting those requirements and completing a plan to establish the integration to satisfy the requirements. </li><li>Experience interacting with external clients and internal business partners </li><li>Validated problem solving and client management abilities with the foresight to anticipate potential problems and to plan for such events. </li><li>Excellent written and oral communication skills </li><li>A strong professional reputation of building credibility and trust with diverse clients </li><li>Prioritize multiple concurrent objectives, projects, tasks, and can make effective judgments on their prioritization and time allocation </li><li>Self-starter, self-managed, and motivated with the ability to work independently to deliver results </li></ul><strong>The Team</strong><br> Our vision is to deliver outstanding customer experience for all plan sponsors while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation Project. We act as the primary point of contact for the client on the integration of their payroll system with Fidelity. We strive to provide outstanding execution and service and are devoted to client level initiatives that improve the overall health of data at Fidelity                                                            <br>

Fidelity TalentSource

Data Exchange Consultant

<p>At Revere Health, we believe there is a better path to healing and healthcare maintenance, and we’re working on this mission—one patient at a time. We’re a national leader in a movement called value-base care which aims to improve treatment outcomes and keep costs down. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.</p><p>Position Summary:<br>Responsible for the over-all financial processes of the department as they relate to the treatment of Oncology patients. Determines insurance eligibility and benefits, obtains authorizations when applicable. Works as an advocate for the patient in dealing with insurances and available programs to ensure proper payment of services.<br></p><p>Essential Job Functions:</p><p>Insurance Verification Process</p><ul><li>Call insurance company and verify eligibility and benefits.</li><li>Fill out benefit verification form and scan into patient’s medical record. </li><li>Checks chemo pods to verify patient insurance and authorization is correct.</li></ul><p>&nbsp;Indigent Patient Process</p><ul><li>Refer to social work for Medicaid and/or SSI disability applications.</li><li>Fill out and submit patient assistance drug form.</li><li>Follow-up on shipping and receipt of drugs. </li><li>Submit to billing for removal of charges from patient’s account.</li></ul><p>&nbsp;Underinsured Patient Process</p><ul><li>Research for foundation assistance with account balances. </li><li>Fill out and submit appropriate forms for reimbursement.&nbsp;</li><li>Ensure billing is correctly submitted to business office.</li></ul><p>Follow-Up Processes </p><ul><li>Follow up on new patients consults to verify if patient’s treatment or IV. </li><li>If yes, complete required preauthorization for treatment.&nbsp;</li><li>If patient does not have insurance coverage, research and submit paperwork to assistance programs. </li><li>Follow-up on treatment patients to update any required authorization for continuing treatment. </li><li>Follow-up on patient accounts to ensure payment for treatments or procedures in question.</li><li>Ensure all required authorizations have been obtained. </li><li>Review weekly patient/insurance balance report. </li><li>Task all action into patient records.</li></ul><p>Foundations</p><ul><li>Ensures all patients that are eligible for copay assistance/foundation are enrolled in programs. </li><li>Submits claims to foundations in a timely manner. </li><li>Ensures foundation payments are posted with the correct amount to the correct codes. </li><li>Enrolls patients in a payment plan to avoid collections.<br></li></ul><p>Qualifications:&nbsp;</p><ul><li>2 years working in a medical office (oncology preferred) </li><li>Basic understanding of insurance authorization processes </li><li>Communication skills required. Must be able to interact with Providers, other medical office employees, and patients.&nbsp;<br></li></ul><p>Hours:&nbsp;M-F 8-5 VARIES<br></p>

Revere Health

Financial Coordinator-FT-Medical Oncologhy-Provo

<p><strong>Life &amp; Annuity Compliance Workflow Coordinator</strong></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of over 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h5><strong>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><br><h5><strong>Preferred Qualifications</strong></h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h5><strong>Benefits</strong></h5><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Compliance Coordinator

<p><strong>Quality Associate - Mailing (Onsite - Montpelier, VT) - Temporary up to 6 Months</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em>&nbsp;</p><p>This position is within our Customer Innovation Group and is focused on providing a great product and experience to our buying and selling customers. The role is part of a team responsible for preparing policies for mailing.&nbsp; Associates within this area ensure that the assembled policy follows regulatory requirements and meets the customer/agents expectations.</p><p>&nbsp;<strong>Key Responsibilities</strong>&nbsp;</p><ul><li>Review the policy package to ensure that all required forms and documents are included</li><li>Review policies to ensure they are complete, accurate, and in line with internal and external requirements and expectations</li><li>Support real-time requests from agents about changes on addresses or other policy requests</li><li>Help with requests for policy copies</li><li>Ensure ongoing compliance with quality and industry standards</li><li>Communicate with larger operational team about potential challenges or issues</li><li>Be proactive about opportunities for process improvement and help develop more efficient procedures</li><li>Assist with various tasks and functions that support our document management services and the quality team</li></ul><p><strong>Requirements</strong>&nbsp;</p><ul><li>Thorough and observant, with an eye for detail.</li><li>Strong communication skills</li><li>Customer focused</li><li>Organized and driven</li><li>Proficient with the Microsoft Office suite (Outlook, Word, Excel)</li><li>Ability to meet established deadlines; must be able to work independently and as a team player</li><li>Ability to work in a fast-paced environment; strong interpersonal skills a must</li><li>Establish and maintain effective working relationships</li><li>Strong problem solving skills</li><li>Conscientious and responsible</li><li>Must be able to pass a background check</li></ul><h6>The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Document Management Services Quality Technician - Temporary up to 6 Months

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a <strong>NPO Outreach Specialist to</strong> work in Westlake, TX or Salt Lake City, UT.<br> The Role <br> The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. <br> <br> As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. <br> <br> The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> ? <br> The Team <br> The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. <br> Company Overview <br> Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to<strong>?</strong>grow the American tradition of philanthropy?by providing programs that make charitable giving accessible, simple, and effective. <br> <br>

NPO Outreach Specialist

<br><b>Description</b><br><br>Idaho National Laboratory is hiring a Requisition Coordinator to work in our Quality department. Our team works a 9x80 schedule located out of our Idaho Falls facility with every other Friday off.<br><br>The Quality department provides Material Acquisition Support for the Environment, Safety, Health and Quality (ESH&amp;Q) Directorate. &nbsp;You will report to the Senior Quality Manager<br><br><strong>Responsibilities Include:</strong><br><br><ul><li>Activate and fulfill orders using effective methods, Blanket Ordering Agreements (including Business-to-Business agreements), Purchase-Card, or computer material ordering system. May procure nuclear grade procurements/services supporting safety functions.</li><li>Provide status for material orders and services to assist in accurate scheduling and delivery of internal and external work.</li><li>Collaborate with vendors, buyers, planners, technician/crafts, and customers using effective communication methods to facilitate order delivery of materials and services. Input vendor and purchase order data into a computer system. Prepare Bills of Materials.</li><li>Interpret technical content of specifications, review and may develop statements of work (SOW), research vendor data, apply quality control requirements, identify potential sources of materials, and integrate all requirements into specification based requisitioning documents.</li><li>Provide excellent customer service to vendors and the procurement specialists to help ensure vendors are being added to the systems to facilitate mission enabling acquisitions.</li><li>May contact vendors for pricing information, to expedite the delivery of purchased items, or to place orders for standard, off-the-shelf merchandise according to pre-negotiated contract prices.</li><li>May complete tasks related to warehouse/kitting and staging.</li></ul><b>Qualifications</b><br><br><strong>Minimum Requirements:</strong><br><br><ul><li>Level 3: Bachelor’s degree and a minimum of 5 years relative experience or Master’s Degree and 2 years of relative experience or 11 years of relevant experience in lieu of degree.</li><li>Level 4: Bachelor’s degree and a minimum of 9 years relative experience or Master’s Degree and 6 years of relative experience or 15 years of relevant experience in lieu of degree.</li><li>Experience in technical material procurement.&nbsp;</li><li>Experience with Material Acquisition process.</li><li>This position requires the ability to obtain and maintain a Department of Energy "L" clearance, which requires US Citizenship.&nbsp;</li></ul><br><br><strong>Desired Education, knowledge and experience:</strong><br><br><ul><li>Bachelor’s degree in a technical field.</li><li>Experience with INL Material Acquisition process.</li></ul><br><br><strong>Physical Requirements:&nbsp;</strong><br><br><ul><li>While performing the duties of this classification, the employee is frequently required to stand, walk, sit, stoop, kneel, bend, use hands to handle materials, manipulate tools, keyboard and type, reach with hands and arms, and operate job related equipment. The employee must occasionally lift and/or move up to 35 pounds. Sufficient visual acuity and hearing capacity to perform the essential functions and interact with people is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function</li></ul><br><br><strong>Job Information:&nbsp;</strong><br><br><ul><li>The pay range for this position is Level 3: ($65,064 - $133,416) Level 4: ($77628 - $159,228) At Idaho National Laboratory compensation decisions are determined using factors such as At Idaho National Laboratory compensation decisions are determined using factors such as education, relevant experience, and other credentials.&nbsp;</li><li>TDP: This is a testing designated position; you will be required to submit to a pre-employment drug screen and periodic drug testing throughout the term of your employment.</li><li>This is a multi-level posting and you will be placed at the appropriate level dependent on depth and breadth of proven experience and skills.</li></ul><br><br><strong>Benefits and Relocation<br></strong><br><br><ul><li>Medical, Dental, Vision, and Flexible Spending Accounts</li><li>401(k) with a 4.2% employer contribution and up to 4.8% match</li><li>Paid time off (personal leave)</li><li>Employee Education Program (tuition assistance)</li><li>Comprehensive Relocation Package</li><li>Benefit eligibility subject multiple factors, including employment status and position classification.</li></ul><br><br><i>INL is a science-based, applied engineering national laboratory dedicated to supporting the U.S. Department of Energy’s mission in nuclear energy research, science, and national defense. With more than 5,000 scientists, researchers, and support staff, the laboratory works with national and international governments, universities and industry partners to discover new science and development technologies that underpin the nation’s nuclear and renewable energy, national security, and environmental missions.<br></i><br><b>INL Mission</b><br>Our mission is to discover, demonstrate and secure innovative nuclear energy solutions, other clean energy options and critical infrastructure.<br><br><b>INL Vision</b><br>Our vision is to change the world’s energy future and secure our nation’s critical infrastructure.<br><br><b>Selective Service Requirements</b><br>To be eligible for employment at INL males born after December 31, 1959 must have registered with the Selective Service System (SSS). For more information see <a href="http://www.sss.gov" target="_blank">www.sss.gov</a>.<br><br><b>Equal Employment Opportunity</b><br>Idaho National Laboratory (INL) is an Equal Employment Opportunity (EEO) employer. It is the policy of INL to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.&nbsp;<br><br><b>Reasonable Accommodation</b><br>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.<br><br><b>Other Information</b><br>When applying to positions please provide a resume and answer all questions on the following screens. Applicants, who fail to provide a resume or answer the questions, may be deemed ineligible for consideration.<br><br>INL does not accept resumes from third party vendors unsolicited.<br>

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