Financial advisor jobs in Toledo, OhioCreate job alerts

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • Monday to FridayWork Location, • Multiple Locations

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000+ at plan commission Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial productsQualifications:, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Relationship management skills are required, • Must have the ability to successfully network and prospect for new clientsAbout Company Located in Perrysburg, Ohio, the Toledo General office serves New York Life clients throughout the Ohio/Michigan area. With many full-time professional agents, we have been serving clients for many years. We believe our business is based on trust and loyalty. That's why our products are designed to help you, your family, and your business when you need it most.

Job DescriptionThe purpose of this role is to ensure the success of assigned Franchise Partners by acting as a trusted advisor, consulting on profitability, marketing, and operational excellence. This role will be based in Ohio only, with the ideal candidate in the broader Cleveland/Toledo, OH area. This role will partner with Crumbl stores and Franchise owners in Northern OH and Michigan and require travel throughout the Great Lakes zone. Responsibilities * Trusted Advisor to Franchise Partner • Establish a strong, trusted advisor relationship with Franchise Partners through leadership training, on-site store visits, and frequent communication, • Act as a liaison between the Franchise Partner and Crumbl HQ to balance stakeholder interests and recommend solutions, • Facilitate Franchise Partner networking by connecting those with similar challenges and interests through roundtable discussions and a strong understanding of the market and region, • Use Franchise Partner leadership training to promote a positive Crew culture, • Document every interaction with Franchise Partners, • Develop reports and actionable recommendations tailored to individual store business needs by using sales data, comparison statistics, and analysis., • Work with Franchise Partners to create short and long-term business goals, • Review profit and loss statements to identify profit goals and opportunities, • Frequently perform root-cause analyses and provide recommendations for business growth, • Conduct local market research to aid in increasing sales through marketing initiatives and community involvement, • Develop a thorough understanding of Crumbl’s operational KPIs and the why behind them including policies and procedures, • Educate and offer strategic advice on the 3 C’s of Crumbl (Cookie Quality, Cleanliness, and Customer Experience), • Seek every opportunity to encourage operational excellence, • Applaud operational excellence with awards and recognition, • Review operational metrics set by HQ, which could include, but is not limited to: ticket times, cookie quality, sold-out time, service availability, and customer reviews to identify strengths and weaknesses; coach on operational best practices. Minimum Qualifications • Bachelor’s degree with emphasis in Business, Marketing, or Accounting or equivalent proven experience, • Proven track record of running a successful business, • Strong financial literacy skills, • Excellent communication skills, both written and verbal (ability to convey complex ideas clearly and using simple language), • Proficient in Microsoft Office and Google Workspace, • Strong emotional intelligence, • Ability to conduct crucial conversations, • Ability to balance the interests of both HQ and Franchise Partners, though sometimes conflicting, • Ability to work in a fast paced environment with little to no supervision, • Basic Knowledge of food safety practices, • Valid U.S. Driver’s License, • Previous consulting or coaching experience, • Previous multi-unit management experience, • Previous business financial experience, • Advanced knowledge of food safety practices

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years, we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine's ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, includes a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • Recruit and develop your own team of financial professionals as an Associate Partner, • Complete the program requirements and join the management team as an associate partner, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and moreQualifications:, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Some sales experience needed, • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonusAbout Company Located in Perrysburg, Ohio, the Toledo General office serves New York Life clients throughout the Ohio/Michigan area. With many full-time professional agents, we have been serving clients for many years. We believe our business is based on trust and loyalty. That's why our products are designed to help you, your family, and your business when you need it most.

Job DescriptionDescription: About the role: The Sr. Analyst - Financial Planning and Analysis is a key business partner to Erie Home’s Commercial, Marketing, and Operations leadership teams. This role plays a pivotal part in shaping profitable growth strategies, uncovering performance opportunities, and driving cross-functional alignment to achieve our short- and long-term objectives. Acting as a strategic operator rather than a traditional analyst, this role uses data-driven insights, business acumen, and influence to help define where we compete, how we win, and how we scale profitably. Reports to: Sr. Director of Margin Enhancement and Strategic Growth Scope of Role: Individual contributor with enterprise influence Location: Toledo, OH; on-site preferred How you will make an impact: Drive Strategic Performance and Business Growth • Act as a trusted advisor to Commercial, Marketing, and Operations leaders, translating complex data into actionable strategies that improve sales, margin, and operational efficiency, • Bring an “outside-in” mindset, leveraging market intelligence, competitive insights, and business analytics to challenge assumptions and shape decision-making, • Develop and communicate performance narratives that highlight key profit drivers by market, region, material, and customer segment, • Lead the Monthly Business Review process, driving accountability and alignment across business functions, • Own and continuously improve sales and margin forecasting models by office, region, and material; ensuring transparency, accuracy, and agility in planning cycles, • Conduct forward-looking performance analyses that anticipate risk, highlight opportunity, and guide commercial and operational action, • Partner with cross-functional teams to develop strategic plans and long-range forecasts that align financial goals with growth ambitions, • Collaborate with IT partners to build tools and dashboards (Power BI, Salesforce, etc.) that elevate visibility and support real-time, data-driven management, • Support Board of Director presentation material preparation Lead Across the Enterprise • Act as the connective tissue between Finance, Commercial, Marketing, and Operations teams; ensuring that data and insights drive unified decision-making, • Champion a culture of analytical excellence — teaching, influencing, and empowering leaders to use data strategically, • Continuously evolve analytical methods, tools, and reporting to keep pace with Erie Home’s growth and market dynamics, • Partner with Recruiting and Operations to optimize workforce planning and productivity., • Share best practices, tools, and insights across the finance organization to elevate overall business intelligence maturity Requirements: • 3-7 years of progressive experience in FP&A, commercial finance, or operations analytics, ideally within a multi-site, direct-to-consumer or home improvement environment, • Bachelor’s degree in finance, business, or a related field, • Proficiency in Power BI, Salesforce, and Microsoft Office Suite (Excel and PowerPoint), • Knowledge, Skills, and Attributes, • Strong strategic and financial acumen; able to connect numbers to business narratives and outcomes, • Relentless curiosity with the ability to dig deep for answers and insights, • Proven change agent with the courage to challenge the status quo and drive improvement, • Demonstrated ability to work autonomously in an ambiguous environment, prioritizing effectively and delivering measurable impact, • Exceptional communication and storytelling skills — able to simplify complex insights for senior audiences, • Resilient, adaptable, and comfortable leading through shifting priorities and business dynamics, • Builds trust quickly through collaboration, transparency, and follow-through, • Takes ownership of results, learns from setbacks, and moves with urgency toward solutions About Erie Home: Established in 1976 and headquartered in Toledo, Ohio, Erie Home is a national leader in home improvement, consistently ranking among the top 10 in Qualified Remodeler's Top 500. With over 100 locations and over $600M in annual revenue, we are rapidly expanding into new markets, backed by decades of industry expertise and the support of Gridiron Capital. At Erie Home, we transform houses into homes with industry-leading residential roofing and basement waterproofing solutions, protecting homeowners' most valuable investments. Join a company where growth, connection, and leadership drive continued success. Erie Home does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, any other applicable federal, state or local protected class or other non-merit factor. If, because of a disability, you need reasonable accommodation for any part of the application process, please contact Human Resources and let us know the nature of your request and your contact information.

Job DescriptionCompany Description Who we are: To be the leading producer of glass bottles and jars worldwide you need passion, commitment and innovation baked into the very fabric of a business and its people. For more than 120 years, our glass makers have honed their craft—channeling their creativity into more than 1,800 patents held today. When you join O-I you become part of that story. O-I has more than a century of experience crafting pure, sustainable, brand-building glass packaging for many of the world’s best-known food and beverage brands. We are proud to provide high quality glass packaging for beer, wine, spirits, food, non-alcoholic beverages, cosmetics and pharmaceuticals. We are dedicated to make what matters to shape a healthier, more sustainable and more exciting world. We transform the industry to make glass more relevant and more accessible to more people. Job Description JOB SUMMARY O-I is seeking a dynamic and experienced Legal Counsel – Securities, Corporate Governance & Capital Markets to join our global legal team. This role is ideal for a mid-level attorney with 3–8 years of experience and a strong background in SEC reporting, corporate governance, and capital markets transactions. You will serve as a strategic advisor to senior leadership, ensuring compliance with securities laws, managing public company obligations, and supporting high-impact financial transactions. This is a high-visibility role with cross-functional collaboration across finance, investor relations, treasury, and more. PRINCIPAL ACCOUNTABILITIES (All other duties as assigned) As a key member of the legal team, you will provide strategic legal counsel on a wide range of securities and corporate governance matters to support O-I’s global operations. Your responsibilities will include: • Advising on securities law and corporate governance issues., • Drafting and reviewing SEC filings, including Forms 10-K, 10-Q, 8-K, Section 16 filings, registration statements, proxy statements, and other regulatory disclosures., • Providing legal support for capital markets transactions and bank credit agreements., • Ensuring public disclosures (e.g., press releases) meet SEC and other regulatory requirements., • Managing the company’s insider trading policy and 10b5-1 trading plans., • Overseeing public company obligations such as annual shareholder meeting planning, director and officer questionnaires, related party transactions, and compliance calendars., • Supporting board and committee matters, including preparing materials, drafting minutes, and updating charters and policies., • Advising on corporate governance best practices, shareholder engagement, and proxy advisor considerations., • Maintaining and updating governance documents, policies, and internal guidelines., • Supporting global entity management and corporate secretarial functions., • Collaborating cross-functionally with finance, treasury, corporate accounting, investor relations, internal audit, and communications., • Leading or contributing to special projects and initiatives as assigned.Qualifications EDUCATION AND EXPERIENCE REQUIREMENTS • Juris Doctor (JD) from an ABA-accredited law school., • Active membership in good standing with at least one U.S. state bar., • 3–8 years of relevant legal experience, with a strong focus on securities, corporate governance, and capital markets—gained at a top-tier law firm and/or in-house at a public company., • Demonstrated experience preparing and reviewing SEC filings and public disclosures., • Familiarity with public company legal operations, including board support and shareholder meeting planning., • Proficient in general corporate legal drafting (e.g., resolutions, consents, minutes, charters, bylaws)., • Strong understanding of evolving legal and regulatory developments, market trends, and governance practices., • Exceptional written and verbal communication skills., • Highly organized, detail-oriented, and self-motivated., • Proven ability to work independently and collaboratively across teams., • Strong interpersonal skills and business acumen., • Ability to manage multiple priorities in a fast-paced environment., • Trusted to handle confidential and sensitive information with discretion. This role reports to the SVP, General Counsel & Corporate Secretary TRAVEL REQUIREMENTS 10-20% Additional Information What we offer at O-I: Salary Range: The expected salary range for this position is between $160,000 and $190,000 and includes a possible 20% incentive bonus. Actual pay will be adjusted based upon candidate experience and other job-related factors permitted by law. O-I offers a very generous benefit package – some of the highlights are: • Vacation time and paid holidays, • Medical, dental, prescription and vision care coverage, • Pre-tax accounts, • Well-being program which includes opportunity to earn employer contributions, • Life and AD&D Insurance, • Disability Insurance, • 401(k) retirement saving plans with employer contributions, • Financial advisors to assist with retirement planning and financial wellness O-I is committed to fostering an inclusive environment that attracts and embraces the brightest minds and creates a culture that welcomes a diversity of ideas and perspectives while encouraging growth and rewarding performance. All your information will be kept confidential according to EOE guidelines. O-I is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please contact O-I at and let us know the nature of your request and your contact information.

Job DescriptionDescription: TFO Wealth Partners is seeking a Retirement Plan Adviser. This position reports to the Director, Retirement Plans. JOB SUMMARY Educate participants: Engage participants in discussions involving retirement savings and long-term investing. • Provide a compass that points toward doing right by participants at every opportunity to change their future., • Use investigative skills: Resolve participant issues by using technology and business authorities within TFO to identify efficient and effective methods to meet client goals., • Be consultative: Recommend appropriate solutions to participants which align to their goals and promote TFO growth., • Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants., • A strong desire to Help Families connect their Wealth & Purpose, • Ability to work with clients to understand their financial goals and objectives, • Work with Advisers to prepare client plans and reports for meetings, • Ability and desire to work in a fast-paced environment, • Communicate client needs to the Client Service team, • Participate in and contribute to Adviser Team discussions and planning decisions of client situations, • Monitor client accounts for liquidity, drift and allocation concerns, • Bachelor’s degree in finance or related field required, • 3 years of experience directly related to this position desired, • Possess credentials to be an Investment Advisor Representative, • Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred, • Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches, • Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills, • Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities., • Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals and maintaining a positive attitude., • Professional-level Communication, Listening, Organizational, Prioritization, Problem-solving, and Client Service skills, • Strong work ethic, ability to multitask, efficient time management, detail-oriented, • Experience of working in a highly customer focused service delivery role, • Ability to work well with others in a team, • An excellent customer focused manner at all times, • Ability to work independently and meet deadlines, • Ability and desire to work in a fast-paced environment, • Ability to be proactive and to possess strategic thinking skills, • Ability to manage change, • A very high standard of personal responsibility, • A good eye for detail and a desire to take responsibility, through to resolution, for issue and concerns generated by our customers, • A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement, • Ability to anticipate needs, adapt and be flexible

Job Description Our Opportunity: The Relationship Banker II/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions. What You'll Do in This Role: • Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts, • Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail., • Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns., • Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process., • Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports., • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: • Six months to two years of similar or related experience, including time spent in preparatory positions., • Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications., • A high school degree or GED is required., • Proficiency with the Microsoft suite of products including Word and Outlook., • Familiarity with financial products preferred., • Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages., • Strong attention to detail., • Demonstrated strong customer service skills that include proven ability to handle difficult member interactions., • Strong communication skills must be demonstrated through oral and written means., • Proven sales aptitude., • Ability to be bonded., • Ability to obtain and maintain notary designation. The Perks of Being Part of CCF: When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: • Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives., • Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year., • Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement., • Health Insurance Coverage: Multiple low or no deductible medical plan options, as well as dental and vision coverage., • Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage., • Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs., • Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career., • Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution., • Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position is based in Toledo, OH. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations. Monday - Friday: 8:30am - 5:15pm Rotating Saturdays: 8:45am - 1:15pm

Job DescriptionField Sales Representative Location: Toledo, OH Job Type: Full-Time | Monday-Friday | Limited Travel Compensation: $78,000 average first-year income | Six-figure earning potential TF Partners Inc. is Hiring! We're seeking a motivated Field Sales Representative to join our growing team. This full-time opportunity offers flexibility, uncapped income, and a chance to make a real impact by helping individuals and businesses access affordable health benefit solutions. If you're personable, self-driven, and looking for a career with purpose-this role is for you. What We Offer: • Average $78,000 first-year income, • Uncapped commissions + monthly performance bonuses, • Residual income with lifetime vesting, • Flexible work hours (Monday-Friday, 8:00 am-5:00 pm), • Up to 4 company-sponsored vacations annually, • Company-paid sales training & mentorship, • Stock opportunities & rapid advancement path, • People-first culture and supportive leadership What You'll Do: • Consult with business owners, HR leaders, and employees to offer benefit solutions, • Build client relationships through face-to-face interactions, • Match clients with appropriate plans that meet their needs, • Train and support new team members as you grow, • Attend weekly meetings and development sessions, • Represent TF Partners in your local territory as a trusted advisor Why You'll Love This Role: • No two days are the same-this is not a desk job, • Help people while building your financial future, • Fast-track to leadership within 3-6 months (top performers), • Join a mission-driven company that values its team About TF Partners Inc.: We are a top-producing national agency operating in the B2B market. Our team helps employers offer valuable, affordable benefit options to their employees. With national awards, an "A+" BBB rating, and a commitment to training and advancement, we offer a high-performance culture where our people thrive. What We're Looking For: • Positive attitude and professional demeanor, • Strong communication and interpersonal skills, • Entrepreneurial mindset and drive to succeed, • Coachable, dependable, and growth-oriented, • 1 year of experience in sales, customer service, or face-to-face client interaction Ready to Take the Next Step? If you're looking for a career where your impact matters, your success is recognized, and your growth is unlimited-apply now. We look forward to meeting you! Relocation to OH required Location: 43601 Job Posted by ApplicantPro

Job DescriptionFinancial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor. Essential Job Functions: • Assist in booking appointments for advisors, • Prepare declaration page quote sheet for meetings, • Market for property/casualty insurance service opportunities, • Assist advisors with client services, • Coordinate business and meetings with advisors, tax team and estate planners, • Market to companies for business opportunities, • Comply with All Industry Rules and Regulations, • All other tasks assignedEducation/Knowledge & Skills:, • High School Diploma/GED, • Strong oral and written communication skills, • Strong organizational skills, • Basic database skills, • Proficient in Microsoft Office, • Must be Able to Obtain Required Licenses*Benefits:, • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending, • Eligibility Requirements Vary As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR al2OVtE6uI

Job DescriptionFinancial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Areas of Focus: • Asset Management, • Financial Planning and Retirement, • Insurance, • Tax Strategy and Planning, • Cash Flow Analysis, • Debt Strategies, • Estate Planning Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. Essential Job Functions: • Develop and Maintain Client Base, • Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies, • Market and Sell Appropriate Investment Products, • Prepare and Deliver Presentations to Clients and Prospective Clients, • Attend Meetings and Continuing Education Sessions, • Comply with All Industry Rules and Regulations, • Bachelor’s Degree or Equivalent Experience, • Strong Written and Verbal Communication Skills, • Must be Highly Motivated, • Ability to Work Well Under Pressure with Multiple Priorities and Deadlines, • Possess Leadership Qualities and an Entrepreneurial Spirit, • Must Have a Strong Work Ethic, • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending, • Eligibility Requirements Vary *Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR jyAvEqinjD