Teams at Everence

Provides administrative, clerical, and sales support to financial consultants while assisting policyholders, members, prospects, and staff. Responsibilities include managing CRM and client files, preparing investment reviews and applications, processing communications and account activity, maintaining compliance records, scheduling appointments, answering phones, handling correspondence and mailings, and overseeing general office tasks.

Provide holistic investment, insurance, charitable giving, and retirement planning advice to organizations, leaders, and employees. Generate new business, manage client relationships, present to boards and finance committees, promote financial products, and develop referrals. Maintain required licenses, compliance knowledge, product expertise, and CRM records while supporting Everence’s faith-based mission. The role requires regional travel throughout Pennsylvania and occasional national overnight travel.

Supports equity index portfolio management through portfolio construction, rebalancing, optimization, performance attribution, and tracking error analysis. Conducts fixed-income credit research, issuer analysis, sustainability assessments, sector monitoring, and risk analysis. Uses investment software and Excel-based tools to improve portfolio analytics and processes, while exploring AI and data technologies. Contributes to investment discussions and communicates portfolio strategy and performance. Occasional travel is required for conferences and training.