College Financial Representative Jobs
College Financial Representative jobs are open across insurance, financial services, and wealth management firms, from entry-level campus roles to senior field representative positions, with specializations in life insurance sales, retirement planning, and investment advising. Find a role that fits below and apply directly.
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Franklin & Marshall College is recruiting for a full-time Associate Director of Budget, Financial Planning, and Analysis.
Job Details:
- Location: F&M Campus - Lancaster, PA
- Classification: Full-time, Exempt
- Schedule: 40 hours, Monday - Friday. Evenings and weekends may be required.
- Reports to: Director of Budget, Financial Planning, and Analysis
- Department: Finance & Administration
- Approved Salary Range: $75,000.00 - $85,000.00
Job Description:
Reporting directly to the Director of Budget, Financial Planning, and Analysis, the Associate Director provides critical operational and analytical support for the College's institutional budgeting, financial modeling, and position monitoring functions. This position serves as the primary operational hub and financial advisor for campus department managers and academic chairs, guiding them through annual budget execution, variance analysis, and financial compliance. The Associate Director builds and maintains detailed operational modeling tools, conducts quantitative analysis for institutional initiatives, and optimizes FP&A business processes, enabling strategic decision-making while ensuring zero operational gap between day-to-day budget management and long-range institutional strategy.
Essential Functions:
- Operational Budget Execution & Campus Financial Partnership
- Provide support to the Director for the annual operating and capital budget process, managing workflow, system data entry, and schedule adherence.
- Act as the primary financial partner and daily contact for departmental budget managers and academic chairs, processing budget journal entries & transfers, department budget reports, position tracking, and policy compliance.
- Deliver ongoing budget management training and onboarding programs for department managers across the College to strengthen institutional financial literacy.
- Financial Modeling, Analytics & Decision Support
- Update schedules and analytical components of the College's multi-year financial planning tools under the guidance of the Director.
- Compile data for the Director to conduct institutional benchmarking, historical trend analyses, and peer evaluations to identify revenue opportunities and operational efficiencies.
- Performance Monitoring & Financial Reporting
- Proactively track, analyze, and reconcile ongoing departmental budget execution, conducting monthly and quarterly variance analyses to identify emerging risks or savings.
- Prepare comprehensive operational variance commentary, budget dashboards, and analytical exhibits for the Director's review and executive distribution.
- Business Process Optimization & Special Projects
- Evaluate and refine FP&A workflows, reporting mechanisms, and budget system templates to drive continuous administrative efficiency and continuous process improvement.
- Assist the Director with data collection, analytical schedule preparation, and exhibit assembly for senior leadership presentations and Board committee materials.
- Execute special financial studies and undertake ad-hoc analytical assignments as directed by the Director.
Job Requirements:
Minimum Qualifications:
- Bachelor's degree in accounting, finance, business administration, or a related field.
- At least 5 years of progressive experience in financial planning and analysis, higher education financial management, or corporate budgeting.
- ERP/financial -system experience
- Strong analytical skills and proficiency in financial modeling and forecasting.
- Proficiency with Excel and experience with financial systems.
- Excellent oral, written, interpersonal communication skills.
- Proficiency in Google Suite Products (Docs, Gmail, Sheets, Slides, Drive)
- Evidence of a commitment to community & belonging.
- Successful interview.
- Successful completion of background checks.
Preferred Qualifications:
- Master's degree (MBA, MPA, or related field).
- Experience with Banner.
- Experience in higher education, nonprofit, or mission-driven organizations.
- Familiarity with fund accounting and institutional budget models.
Additional Information:
Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications.
Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page.
Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class.
Franklin & Marshall College is recruiting for a full-time Associate Director of Budget, Financial Planning, and Analysis.
Job Details:
- Location: F&M Campus - Lancaster, PA
- Classification: Full-time, Exempt
- Schedule: 40 hours, Monday - Friday. Evenings and weekends may be required.
- Reports to: Director of Budget, Financial Planning, and Analysis
- Department: Finance & Administration
- Approved Salary Range: $75,000.00 - $85,000.00
Job Description:
Reporting directly to the Director of Budget, Financial Planning, and Analysis, the Associate Director provides critical operational and analytical support for the College's institutional budgeting, financial modeling, and position monitoring functions. This position serves as the primary operational hub and financial advisor for campus department managers and academic chairs, guiding them through annual budget execution, variance analysis, and financial compliance. The Associate Director builds and maintains detailed operational modeling tools, conducts quantitative analysis for institutional initiatives, and optimizes FP&A business processes, enabling strategic decision-making while ensuring zero operational gap between day-to-day budget management and long-range institutional strategy.
Essential Functions:
- Operational Budget Execution & Campus Financial Partnership
- Provide support to the Director for the annual operating and capital budget process, managing workflow, system data entry, and schedule adherence.
- Act as the primary financial partner and daily contact for departmental budget managers and academic chairs, processing budget journal entries & transfers, department budget reports, position tracking, and policy compliance.
- Deliver ongoing budget management training and onboarding programs for department managers across the College to strengthen institutional financial literacy.
- Financial Modeling, Analytics & Decision Support
- Update schedules and analytical components of the College's multi-year financial planning tools under the guidance of the Director.
- Compile data for the Director to conduct institutional benchmarking, historical trend analyses, and peer evaluations to identify revenue opportunities and operational efficiencies.
- Performance Monitoring & Financial Reporting
- Proactively track, analyze, and reconcile ongoing departmental budget execution, conducting monthly and quarterly variance analyses to identify emerging risks or savings.
- Prepare comprehensive operational variance commentary, budget dashboards, and analytical exhibits for the Director's review and executive distribution.
- Business Process Optimization & Special Projects
- Evaluate and refine FP&A workflows, reporting mechanisms, and budget system templates to drive continuous administrative efficiency and continuous process improvement.
- Assist the Director with data collection, analytical schedule preparation, and exhibit assembly for senior leadership presentations and Board committee materials.
- Execute special financial studies and undertake ad-hoc analytical assignments as directed by the Director.
Job Requirements:
Minimum Qualifications:
- Bachelor's degree in accounting, finance, business administration, or a related field.
- At least 5 years of progressive experience in financial planning and analysis, higher education financial management, or corporate budgeting.
- ERP/financial -system experience
- Strong analytical skills and proficiency in financial modeling and forecasting.
- Proficiency with Excel and experience with financial systems.
- Excellent oral, written, interpersonal communication skills.
- Proficiency in Google Suite Products (Docs, Gmail, Sheets, Slides, Drive)
- Evidence of a commitment to community & belonging.
- Successful interview.
- Successful completion of background checks.
Preferred Qualifications:
- Master's degree (MBA, MPA, or related field).
- Experience with Banner.
- Experience in higher education, nonprofit, or mission-driven organizations.
- Familiarity with fund accounting and institutional budget models.
Additional Information:
Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications.
Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page.
Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class.
College Financial Representative Jobs by Experience Level
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Find JobsCollege Financial Representative Job Market
Who's Hiring
- Northwestern Mutual14
- University of Arizona2
- City Colleges of Chicago2
- Florida International University2
- Massachusetts College of Liberal Arts2
Top Industries Hiring
- Insurance
- Education
What Employers Look For
The qualifications that appear most often in college financial representative jobs.
- Active state life and health insurance license or willingness to obtain one
- Bachelor's degree in finance, business, economics, or a related field
- Experience with direct sales, cold outreach, or client relationship management
- Familiarity with financial planning concepts including life insurance and retirement products
- Strong interpersonal and presentation skills for client-facing sales conversations
- FINRA Series 6 or Series 63 license preferred for investment-related product sales
Tips for Your College Financial Representative Job Search
Tailor your resume to production metrics
College financial representative roles are sales-driven, so your resume needs to show activity numbers: policies written, clients recruited, or premium volume generated. Hiring managers skip resumes that only list responsibilities without showing what you actually produced in the field.
Get your state life and health license early
Most firms require a life and health insurance license before you can write business. Starting the licensing process before you apply signals seriousness and cuts weeks off your onboarding timeline, which hiring managers notice when comparing candidates.
Target firms with structured campus programs
Some financial services companies run dedicated college representative programs with mentorship, training allowances, and clear promotion paths. Search for openings that name a 'college program,' 'campus district,' or 'university market' in the posting to find these structured tracks.
Apply early to roles that fit
Migrate Mate lists college financial representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a warm-market strategy for interviews
Interviewers for these roles almost always ask how you plan to build your initial client base. Come in with a concrete warm-market list strategy, explaining how you'll approach family, classmates, and campus networks to generate your first policies.
Negotiate your contract structure, not just your draw
College financial representative compensation is usually a mix of training allowance, commission, and bonuses. Before accepting an offer, clarify the draw repayment terms, vesting schedule on renewals, and what happens to your book of business if you leave the firm.
College Financial Representative Jobs: Frequently Asked Questions
Which companies are hiring the most college financial representatives?
The most active employers for college financial representatives right now are Northwestern Mutual, University of Arizona, and City Colleges of Chicago, and the most openings are in Florida, Massachusetts, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Demand is consistent across insurance carriers and independent broker-dealer networks throughout the year.
How many college financial representative jobs are remote?
About 25% of college financial representative openings are fully remote or hybrid as of November 2026, though the role is primarily field-based given its client acquisition focus. Administrative tasks, training modules, and financial planning software work are most likely to be completed remotely, while prospecting and client meetings typically require in-person presence.
How do you become a college financial representative?
Start by earning a bachelor's degree in finance, business, or a related field, then obtain your state life and health insurance license, which requires passing a state exam after completing a pre-licensing course. Many candidates also pursue a FINRA Series 6 license for investment products. From there, apply to campus-focused programs at insurance and financial services firms, which provide structured sales training and a mentorship network to help you build your initial client base.
Can you get a college financial representative job with little or no experience?
Yes, many firms actively recruit new graduates and career changers for this role because they value your existing personal network over prior industry experience. You'll need to pass your state insurance licensing exam before writing business, but firms often sponsor your exam prep. Demonstrating a willingness to prospect aggressively within your campus and community network matters far more to hiring managers than a prior sales history.
What does the college financial representative interview process look like?
The interview process typically involves a phone screen with a recruiter, followed by one or two in-person or video interviews with a district manager or agency director. Expect behavioral questions about your motivation for sales, your approach to rejection, and how you plan to build a client list. Many firms include a role-play exercise where you practice pitching a financial product or setting an appointment with a mock prospect.
Where can I find and apply to college financial representative jobs?
You can find and apply to college financial representative jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your location, experience level, and product focus, then apply directly to each listing from the page.
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