Top 20 Finance agent Jobs in Peoria, Il

Senior Fiduciary Officer
First Mid —Peoria, IL
- $95,000 - $130,000 a year
- 5 years
- Office
- Finance
- Health savings account
- Employee stock purchase plan
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Entry Level Insurance Sales Agent - Hybrid Remote (IL)
Bankers Life —Peoria, IL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
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Solutions Architect - AI & Procurement
Caterpillar —Peoria, IL
- $128,470 - $208,770 a year
- Full-time
- Computer science
- 6 years
- Computer Science
- Health savings account
- Paid holidays
Client Advisor with Athletic Background
Dorner District - Northwestern Mutual —Peoria, IL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
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11h
Account Associate - State Farm Agent Team Member
Dee Clark - State Farm Agent —Canton, IL
- $40,000 - $46,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid holidays
- Paid time off
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Customer Service Representative - State Farm Agent Team Member
Dee Clark - State Farm Agent —Canton, IL
- $15 - $20 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid holidays
- Paid time off
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Management & Sales Training Program (Peoria District)
Sherwin-Williams —Peoria, IL
- $53,000 a year
- Weekends as needed
- 18 years or older
- Merchandising
- Ability to lift 50 pounds
Entry Level Insurance Sales Agent
Performance Matters Associates —Peoria, IL
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- High school diploma or GED
- Driver's License
- Health insurance
- Opportunities for advancement
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Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
IOA National, Inc. —Peoria, IL
- $50,000 - $56,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
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Account Manager - State Farm Agent Team Member
Dee Clark - State Farm Agent —Canton, IL
- $36,000 - $50,000 a year
- Full-time
- Mid-level
- Office
- Leadership
- Paid holidays
- 401(k)
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Crop Associate Underwriter (Peoria, IL)
Great American Insurance Company —Peoria, IL
- $40,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Commuter assistance
- Employee stock purchase plan
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12d
Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
Quick Apply

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Entry Level Insurance Sales Agent - Hybrid Remote (IL)
Bankers Life —Peoria, IL
Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health…
$50,000 - $80,000 a year
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Financial Services Professional - Hybrid Remote (IL)
Bankers Life —Peoria, IL
Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life…
$50,000 - $80,000 a year
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Senior Fiduciary Officer

First Mid -
Peoria, IL

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Job Details

$95,000 - $130,000 a year

Benefits

Health savings account
Employee stock purchase plan
Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Family leave
Parental leave
Vision insurance
401(k) matching

Qualifications

Customer communication
In-person customer service

Full Job Description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business.

Responsibilities include, but are not limited to:

Supervise the administration and sales activities of trust administration staff.
Serve as lead subject matter expert for fiduciary activities.
Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent.

Build customer satisfaction at First Mid.
Cross-sell Trust Services with officers in charge of other First Mid business lines.
Represent First Mid and provide leadership in key community activities and committees.
Participate in professional associations, attend conventions, conferences, and seminars.
Build relationships with potential referral sources.
Meet with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with direct reports to review goals and highlight further personal development.
Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description.
Complete required training associated with job function.
Perform other duties as assigned.

Qualifications

Education/Experience:

J.D. and/or CTFA required.
Bachelor’s degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff.
Periodic continuing education related to job-specific functions.

Skills:

Thorough knowledge of Company’s products and services.
Demonstrated Leadership Capacity
High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors.
High level of interpersonal skills to interact with customers and potential customers in a professional manner.
Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.

Total Rewards:

Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits

First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

#LI-POST

HP123

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Refine Your Search

finance agent jobs in peoria, il

Senior Fiduciary Officer

Entry Level Insurance Sales Agent - Hybrid Remote (IL)

Solutions Architect - AI & Procurement

Client Advisor with Athletic Background

Account Associate - State Farm Agent Team Member

Customer Service Representative - State Farm Agent Team Member

Management & Sales Training Program (Peoria District)

Entry Level Insurance Sales Agent

Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)

Account Manager - State Farm Agent Team Member

Crop Associate Underwriter (Peoria, IL)

Medicare Broker Transition & Successorship Specialist

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